亚马逊或将为Alexa采用定制版OpenAI模型

环球市场播报02-04

据一名参与谈判的知情人士及另一名获悉相关情况的人士透露，亚马逊正考虑向OpenAI投资数百亿美元股权，与此同时，双方还在磋商一项商业协议。该协议可能要求OpenAI调配其内部研发人员与工程师，为亚马逊开发定制化模型，以支撑亚马逊自有人工智能产品的运行。　　上述知情人士表示，亚马逊计划借助OpenAI模型的定制版本，强化旗下人工智能产品矩阵，其中就包括语音助手Alexa。他还提到，这项合作安排可能...

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Alexa","themeId":"e7b99f632c3d7b31f4dac9ac161847f8","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZY":0.6,"AMZW":0.6,"AMZN":1.97,"AMZD":0.6,"AZYY":0.6,"AMZU":0.6,"AMZZ":0.6,"USAW.SI":0.6},"content_text":"据一名参与谈判的知情人士及另一名获悉相关情况的人士透露，亚马逊正考虑向OpenAI投资数百亿美元股权，与此同时，双方还在磋商一项商业协议。该协议可能要求OpenAI调配其内部研发人员与工程师，为亚马逊开发定制化模型，以支撑亚马逊自有人工智能产品的运行。\n　　上述知情人士表示，亚马逊计划借助OpenAI模型的定制版本，强化旗下人工智能产品矩阵，其中就包括语音助手Alexa。他还提到，这项合作安排可能需要双方共同对OpenAI的基础模型进行调整优化，使其能按照亚马逊的预期与用户进行交互。\n　　OpenAI的发言人回应称：“我们正专注于与亚马逊现有的坚实算力合作关系。”亚马逊发言人则拒绝置评。\n　　尽管这笔交易有望为OpenAI带来营收增长，但与此同时，该公司正面临日益激烈的竞争压力——消费级聊天机器人领域要与谷歌抗衡，面向应用开发者及企业的人工智能研发领域则要对标Anthropic，此时达成合作或将分散其资源精力。\n　　目前尚不清楚，若亚马逊采用这家ChatGPT开发商的定制模型，能获得多大程度的价格折扣。\n　　此次交易磋商表明，为筹集足够资金以兑现对云服务提供商的支出承诺，OpenAI可能会不惜采取各种举措。据悉，从现在到2030年代初，这些支出承诺的总额将超过6000亿美元。《信息》杂志曾报道，英伟达、亚马逊和微软三家企业合计或将向OpenAI注资超600亿美元，由此可见，OpenAI的云服务供应商与芯片合作伙伴正助力其履行相关付款义务。\n　　这笔交易对亚马逊而言同样具有重要意义，有助于其在竞争白热化的市场中，推出更具差异化优势的消费级与企业级人工智能软件。目前，Anthropic的技术正为亚马逊多款人工智能消费及商业产品提供支持，例如购物助手鲁弗斯（Rufus）、人工智能代码生成工具，以及一款企业数据检索工具。\n　　不过，据参与相关产品开发的人士透露，亚马逊员工在定制Anthropic模型时受到诸多限制。与此同时，媒体报道称，亚马逊自主研发人工智能模型（部分用于自有产品）的努力，并未达到预期效果。\n　　亚马逊与OpenAI这项酝酿中的巨额交易，标志着两家公司正日益效仿微软与OpenAI在2022年人工智能热潮初期构建的那种“循环合作模式”。\n　　例如，去年秋季，亚马逊与OpenAI曾宣布达成协议，OpenAI将向亚马逊云科技（AWS）租用价值数百亿美元的人工智能服务器，这与OpenAI此前和微软签订的规模更大的服务器租赁协议如出一辙。而就在上周，当OpenAI寻求1000亿美元新融资以支撑其高成本的人工智能研发工作时，亚马逊正洽谈在本轮融资中投资超200亿美元，不过该金额仍存在变动可能。\n　　在持续推进的谈判中，亚马逊还与OpenAI探讨了租用其自研Trainium人工智能芯片的可能性（目前OpenAI通过AWS租用的是英伟达芯片）。若亚马逊能成功将OpenAI发展为Trainium芯片的客户，不仅有助于这家云巨头为其他云客户优化服务器性能，还有望降低自身在英伟达芯片上的采购成本。\n　　媒体此前曾报道，双方还讨论了开展潜在电商合作的可能性。亚马逊曾对其零售网站设置限制，禁止OpenAI及其他外部公司的购物工具接入，但该公司首席执行官安迪·贾西近日表示，若合作条款合适，亚马逊对人工智能电商合作持开放态度。\n　　Anthropic的合作限制\n　　人工智能热潮兴起之初，亚马逊曾与OpenAI的主要竞争对手Anthropic建立了紧密合作关系，但并未获得微软作为OpenAI早期投资方所享有的诸多特权。\n　　具体而言，微软与OpenAI的协议不仅允许微软免费使用OpenAI的模型、为自身需求对模型进行深度定制，还赋予其获取OpenAI知识产权的权限。（即便如此，合作过程中微软高层仍多次就协议细节与OpenAI方面产生分歧。）\n　　业内人士指出，相较于OpenAI，Anthropic在客户定制模型方面（该过程被称为“微调”或“后训练”）的政策通常更为严格。例如，两名知情人士透露，亚马逊员工对Anthropic模型的后训练权限，与其他客户并无二致。不过值得一提的是，他们表示亚马逊员工可通过“模型蒸馏”技术，基于Anthropic的模型开发出性能稍弱的衍生模型。\n　　亚马逊不仅在自有产品开发上依赖Anthropic的技术，其核心云服务“亚马逊云科技基础模型服务”（Bedrock）的运行也离不开Anthropic模型的支持。Bedrock能帮助企业借助人工智能技术开发和部署应用程序。据一名曾参与该产品开发的人士透露，截至一年前，Bedrock业务的大部分收入都来自Anthropic模型的销售。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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