华为云官宣下场“养虾”！腾讯阿里已抢先布局，科技巨头激战智能体赛道

券商中国03-22

继腾讯、阿里之后，华为也正式官宣加入“养虾”大战。　　在近日举行的华为中国合作伙伴大会2026上，华为高级副总裁、华为云CEO周跃峰透露，今年下半年，华为云将基于AgentArts一站式企业级智能体开发平台，推出一系列面向行业和场景化的“龙虾”，包括办公“龙虾”（OfficeClaw）、写代码“龙虾”（CodeClaw）和面向营销客服的行业“龙虾”等，进一步完善企业级AI应用生态。　　所谓“龙虾”...

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Tencent Ali has preempted the layout, and technology giants fight fiercely on the intelligent track","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BABU":0.6,"BABW":0.6,"BBYY":0.6,"ALBmain":0.6,"BABX":0.6,"KBAB":0.6,"BABO":0.6,"TCHmain":0.6,"HTCD.SI":0.6},"content_text":"继腾讯、阿里之后，华为也正式官宣加入“养虾”大战。　　在近日举行的华为中国合作伙伴大会2026上，华为高级副总裁、华为云CEO周跃峰透露，今年下半年，华为云将基于AgentArts一站式企业级智能体开发平台，推出一系列面向行业和场景化的“龙虾”，包括办公“龙虾”（OfficeClaw）、写代码“龙虾”（CodeClaw）和面向营销客服的行业“龙虾”等，进一步完善企业级AI应用生态。　　所谓“龙虾”，是业界对AI智能体（Agent）的戏称，意指其像龙虾一样拥有强大的“钳子”，能够执行具体任务。2026年春节过后，这一赛道迅速升温，腾讯、阿里等科技巨头已率先布局，如今华为的入局，标志着这场围绕智能体的竞赛进入新阶段。　　巨头竞逐“龙虾”赛道，华为云锚定行业智能体　　腾讯成为这轮“养虾”热潮中最积极的互联网大厂之一。3月22日，微信宣布正式推出微信ClawBot插件，支持接入OpenClaw。用户更新微信到最新版，即可在“设置—插件”中看到，扫码或复制命令，即可将OpenClaw 接入微信。连接后，用户就能通过微信聊天的方式，快速调用自己的“龙虾”高效互动。目前腾讯已形成覆盖个人、开发者及企业级部署的智能体“养虾”矩阵。　　阿里巴巴则从组织架构层面展现出对智能体时代的决心。3月16日，阿里巴巴正式成立Alibaba Token Hub（ATH）事业群，由CEO吴泳铭直接负责。在财报发布后的电话会上，吴泳铭更是喊出未来五年云和AI商业化年收入突破1000亿美元的目标，背后正是对智能体驱动Token消耗量指数级增长的深度押注。　　3月20日，在华为中国合作伙伴大会2026上，华为高级副总裁、华为云CEO周跃峰透露，今年下半年，华为云将基于AgentArts一站式企业级智能体开发平台，发布一系列面向行业和场景化的“龙虾”。他强调，AI要健康地发展，不成为泡沫，一定要能够成为提升企业生产力的工具，而不仅仅是提供情绪价值。　　据介绍，AgentArts将于4月发布并进行公测，开发者、企业可免费使用AgentArts在华为云上开发自己的智能体。5月，华为还将发布智能体开发平台的开源版本。　　“我们希望通过公测和开源，让智能体开发这件事变得更‘平民化’。”周跃峰说。　　华为中国政企业务副总裁郭振兴判断，2025年是“行业+AI”深度融合元年，AI已从技术创新跃升为行业变革的核心引擎；2026年则是“行业+AI”深耕之年，AI将深入行业核心生产场景，加速数智化升级，释放AI新质生产力。　　算力底座升级：破解AI落地“最后一公里”　　智能体应用的爆发，带来了算力需求的井喷。据悉，AI发展秒新秒异，ToB领域日均Token调用量已突破5000亿。这一数字背后，既是企业积极拥抱AI、加速推动技术融入自身业务的真实写照，另一方面也折射出日益凸显的算力焦虑。　　据摩根大通证券研报，中国的AI推理Token消耗量预计将从2025年的约10千万亿增长至2030年的约3900千万亿，五年间增长超370倍。调用量的爆发直接拉动国产算力产业链增长。在算力芯片受限且智能体加速落地的背景下，如何保证算力充足供给、降低Token成本，成为AI落地的核心挑战。　　华为云公有云总裁胡玉海透露，华为云将于今年发布面向下一代的3D数据中心，该技术打破传统制冷、供电、机柜之间的耦合架构，实现跨楼层的分布式部署。同时，华为云还推出算力操作系统——柔性智算FlexNPU。　　随着AI Agent加速走向核心生产系统，这场科技巨头的“养虾”竞赛正从技术参数比拼转向商业价值验证。华为云宣布全面升级伙伴政策，发布2亿元AI生态专项基金，同时联合伙伴打造行业AI梦工厂，今年将陆续发布智慧医疗、具身智能、智能制造、科学计算等专区。　　周跃峰在演讲中强调，AI发展速度非常快，大模型几乎每周迭代一次，AI处理长任务的能力每4个月就会发生一次翻天覆地的变化。如果在线下部署，企业很难跟上AI技术的变化，“公有云是AI在企业落地的最优解”已经成为共识。（文章来源：券商中国）","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":"4.40.0","shortVersion":"4.40.0","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/2621116237","isCrawlerRequest":true}