AI融万物大幕拉开! 贝索斯欲筹千亿美元豪赌“AI+制造” 物理世界迎来“AI重构时刻”

智通财经03-20

智通财经APP获悉，有媒体援引知情人士透露的消息报道称，电商与云计算领军者亚马逊公司创始人、全球亿万富翁杰夫·贝索斯(Jeff Bezos)欲以最前沿AI技术撬动制造业超级革命，他正在与华尔街金融巨头们洽谈筹集1000亿美元，设立一只大型基金，用于在全球范围收购制造型企业并向其注入人工智能技术。“AI融入万物”在当前已经不是口号，而是已经启动的产业级迁移，它在制造业、物流、机器人、防务、数据中心和...

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Bezos)欲以最前沿AI技术撬动制造业超级革命，他正在与华尔街金融巨头们洽谈筹集1000亿美元，设立一只大型基金，用于在全球范围收购制造型企业并向其注入人工智能技术。“AI融入万物”在当前已经不是口号，而是已经启动的产业级迁移，它在制造业、物流、机器人、防务、数据中心和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1416278.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0354030438.USD","symbol_name":"富国美国大盘成长基金Cl A Acc","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1416278.html","article_id":"2620277077","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620277077","pubTimestamp":1773964127,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"贝索斯的一位发言人未立即回复置评请求。“AI融入万物”之势席卷而来贝索斯筹划设立1000亿美元基金去收购制造企业并注入AI，并不是孤立事件;这和他共同创立且全面聚焦“AI在物理世界应用”的“普罗米修斯”AI科技公司是同一条主线。这些迹象都在说明，全球最富有、最有资源的一批人，正在把AI 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Bezos wants to raise hundreds of billions of dollars to gamble on \"AI + manufacturing\" and the physical world ushered in the \"AI reconstruction moment\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZZ":0.6,"AZYY":0.6,"AMZN":1.91,"AMZU":0.6,"AMZP":0.6,"AMZY":0.6,"AMZW":0.6,"USAW.SI":0.6,"AMZD":0.6},"content_text":"智通财经APP获悉，有媒体援引知情人士透露的消息报道称，电商与云计算领军者亚马逊公司创始人、全球亿万富翁杰夫·贝索斯(Jeff Bezos)欲以最前沿AI技术撬动制造业超级革命，他正在与华尔街金融巨头们洽谈筹集1000亿美元，设立一只大型基金，用于在全球范围收购制造型企业并向其注入人工智能技术。“AI融入万物”在当前已经不是口号，而是已经启动的产业级迁移，它在制造业、物流、机器人、防务、数据中心和工业控制等真实世界领域尤其难以逆转。 贝索斯现在筹集千亿美元巨资去布局制造业AI，本质上是在押注下一阶段的AI不再只卖算力和模型，而是直接改造工厂、设备、企业大型项目流程和资产回报率。据该媒体援引知情人士和相关的投资者文件报道，近几个月来，贝索斯已与多家大型资产管理公司掌舵者会面，为该项目募资，其中包括他前往中东和新加坡期间进行的诸多私密会谈。贝索斯的一位发言人未立即回复置评请求。去年11月有多家媒体报道称，贝索斯于2021年卸任亚马逊首席执行官一职，但仍担任这家零售商的董事长，并且他与其他投资机构共同创立并且他本人大部分出资了普罗米修斯项目(Project Prometheus)，这是一家专注于人工智能在真实物理世界中应用的人工智能科技公司。据员工的领英个人资料显示，这家由前谷歌资深技术人士Vik Bajaj与贝索斯共同创立的人工智能公司并未像马斯克创立xAI时那样大肆宣扬其雄心壮志，但一直在旧金山、苏黎世和伦敦招募人工智能人才。聚焦物理世界的AI资本战打响!“普罗米修斯”力争用AI重塑物理世界有媒体报道称，贝索斯正在以联席首席执行官的身份参与这家人工智能科技公司的管理工作，这也意味着这位前世界首富以及亚马逊创始人将高调回归于全球科技中心——硅谷。有知情人士表示，贝索斯致力于推动他本人出资且联合创立的“普罗米修斯”成为多家专注于将人工智能应用于全球最前沿物理AI任务(包括大型高端制造项目、人形机器人、药物设计和物理科学理论探索与发现)的AI科技公司之一，也就是高度面向制造、自动化、设备控制、现实场景优化这类物理AI应用场景。这也能在一定程度上解释他如今为何寻求募集巨额资金、收购制造企业并导入AI，换句话说，普罗米修斯的底层目标不是再做一个类似OpenAI的纯软件类型的大模型AI初创公司，而更像是要把AI变成改造真实生产系统的“工业操作层”。这也是自贝索斯在2021年7月卸任亚马逊首席执行官以来，他首次在一家公司中担任正式的运营层面的最高级职务。尽管此前他也曾深度参与太空公司蓝色起源(Blue Origin)的管理事务——这家公司是特斯拉CEO马斯克(Elon Musk)旗下SpaceX的最强劲竞争对手，但他在蓝色起源的官方头衔只是“创始人”。在AI应用领军者方面，马斯克则拥有自己的AI初创公司xAI，试图凭借旗下的Grok AI与OpenAI的ChatGPT平分秋色。根据英伟达CEO黄仁勋的见解，“物理AI”强调让机器人/自主操作系统在真实世界进行感知、推理并完成一整套行动，而一个由“物理AI”辅助人类文明演变的时代即将到来。“物理AI”强调让机器人/自主系统在真实世界感知、推理并行动，而这三类能力正是把模型从“只会对话”推进到“能在物理世界干活”的关键工具链。贝索斯出资并联合创立的“普罗米修斯”若真要成立长期AI壁垒，最有价值的可能不是单一模型能力，而是它能够把感知、推理、控制、仿真、制造流程数据和现实反馈闭环打通。谁能率先把AI嵌入产线、设备、机器人、实验系统和工程决策流程，谁就更接近“用AI彻底重塑物理世界”。AI不再是个毫无感情的聊天机器人! “AI融入万物”之势席卷而来贝索斯筹划设立1000亿美元基金去收购制造企业并注入AI，并不是孤立事件;这和他共同创立且全面聚焦“AI在物理世界应用”的“普罗米修斯”AI科技公司是同一条主线。与此同时，世界首富马斯克也在把AI从模型层推向实体系统层，特斯拉正推进下一代自研AI芯片——AI6芯片，启动巨型AI芯片超级工厂打造计划，且特斯拉与SpaceX AI(SpaceX与xAI已经合并)都表示会继续大规模采购英伟达高性能AI算力基础设施。英伟达CEO黄仁勋在最新GTC大会上则把英伟达在2025-2027年期间AI算力基础设施领域营收机遇大幅上调到至少1万亿美元——远远高于上一次GTC大会抛出的到2026年实现5000亿美元AI算力基础设施蓝图，并把下一波机会明确指向agentic AI与physical AI(即所谓的“AI智能体”与“物理AI”)。这些迹象都在说明，全球最富有、最有资源的一批人，正在把AI 从“单纯生成辅助型的内容”升级为AI融入万物的“重构真实物理世界的生产率变革系统”。这股“AI融入万物”的物理世界变革趋势之所以近期越来越强，不只是因为资本热情，而是因为技术条件已经开始闭环：大模型负责感知、理解和推理，边缘算力负责低时延执行，“AI+机器人”等具身AI和自动化设备提供“手脚”，数字孪生和仿真提供训练场，数据中心则不断把训练和推理系统成本往下压。一个很典型的例子是，Skild AI与英伟达已经把通用机器人“大脑”部署到富士康的Blackwell AI服务器机架生产线上，让Skild AI打造的机器人来生产英伟达服务器机架;英伟达自己也在GTC大会上发布了面向机器人、视觉智能体和自动驾驶的Open Physical AI Data Factory Blueprint，并与多家机器人公司推进物理AI雄心壮志落地。换句话说，AI不再只是坐在云端回答问题，而是开始进入装配、搬运、检测、调度和控制这些现实物理世界流程。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2620277077","isCrawlerRequest":true}