存储成基建新赛点！汤道生回应“慢了”质疑：腾讯正在AI长跑中

华夏时报网06-06 13:29

AI下半场，低门槛、低价格的智能体生态成各家AI大厂押注的重头戏。　　6月5日，腾讯云在2026腾讯云AI产业应用大会上发布效率智能体工具集。此外，虽然存储硬件和算力价格持续上涨，但腾讯云也跟进DeepSeek的官方降价，自6月3日起对DeepSeek-V4系列模型价格进行下调，最高降幅达97.5%。　　在智能体生态的激烈竞赛中，腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生当天也首度对...

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Tang Daosheng responded to \"slow\" questioning: Tencent is running AI long-distance","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7351156b3ec71fad3307bbb7075f3b9f","symbols_score_info":{"HTCD.SI":0.6,"TCEHY":1.96,"00700":1.96,"TCHmain":0.6},"content_text":"AI下半场，低门槛、低价格的智能体生态成各家AI大厂押注的重头戏。　　6月5日，腾讯云在2026腾讯云AI产业应用大会上发布效率智能体工具集。此外，虽然存储硬件和算力价格持续上涨，但腾讯云也跟进DeepSeek的官方降价，自6月3日起对DeepSeek-V4系列模型价格进行下调，最高降幅达97.5%。　　在智能体生态的激烈竞赛中，腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生当天也首度对外界关于腾讯AI“慢了”的观点做出回应：“腾讯正在AI长跑中。”　　智能体生态比拼　　用更丰富、更好用的智能体留住更多用户和开发者，是AI大厂进行生态竞赛的共同战略之一。　　6月5日，腾讯云发布效率智能体工具集。其中，面向个人用户，腾讯云升级QClaw、WorkBuddy、元宝、ima、腾讯文档等“开箱即用”的AI工具；面向企业客户，则全新发布WorkBuddy企业版AI工作台，并同步升级ClawPro、腾讯云智能体开发平台（ADP）、企点营销云等。记者还从腾讯方面了解到，其效率智能体工具集已经在医疗、消费电子、金融、游戏、零售、教育等20多个行业落地实践。　　在这背后，今年以OpenClaw（俗称“龙虾”）为代表的AI智能体催生的巨量Token消耗，成为AI下半场的关键新变量。　　腾讯云也做出一系列相应调整。今年3月，腾讯云公布2026年AI演进路线，并将MaaS大模型服务平台升级为TokenHub（词元中心）。今年5月，腾讯云大模型知识引擎全面升级为“腾讯云智能体开发平台”。　　还有一个重要的变动是，去年12月腾讯宣布升级大模型研发架构，新成立AI Infra部、AI Data部、数据计算平台部，并任命前OpenAI高级研究员姚顺雨为首席AI科学家，这也被外界看作是腾讯AI战略加速的明确信号。记者从腾讯方面了解到，姚顺雨目前还担任腾讯混元大语言模型及AI Infra负责人。　　6月5日，汤道生还与姚顺雨进行同台对话，解读AI下半场腾讯的最新布局和思考。姚顺雨谈及加入腾讯的原因时表示，他认为越来越重要的事情是context（上下文），“因为模型越来越擅长把一个非常复杂的输入变成输出，很多时候你的竞争壁垒就在于你有没有最原始的输入，你知不知道这个人他到底在干什么，你知不知道这个企业各种各样的信息，这一点腾讯有非常强的优势。”　　他同时表示，AI是一个长期游戏，下半场才刚刚开始，未来也会更加多元，“我不认为ChatGPT和Claude Code会是唯一的super App，我觉得肯定会有源源不断新的机会诞生，可能今天就像是70年代PC刚刚产生的时候，还有很多事情需要做。”　　汤道生当天在与姚顺雨的对话中也表示，腾讯正在AI长跑中，“腾讯是一个非常多业态的公司，有很多产品分布在很多的赛道，同时也有很多的团队在推进不同的项目、事情。我觉得确实有一些地方我们是可以做得更好，但这是一个马拉松，腾讯还是有非常丰富的场景。”　　深度科技研究院院长张孝荣在跟记者交流时认为，腾讯的混元大模型有一定后发优势，在算力上有腾讯云提供保障，在数据上有广泛的内容产业布局，还可以在社交、新闻、视频、游戏等诸多场景进行应用训练，“有可能探索出新的道路。”　　算力之后是存储　　除了比拼智能体生态，AI基建也是大厂们眼下争相投入的关键赛点。　　阿里方面已经在今年5月的财报会上表示，未来三年的资本开支将远超此前承诺的3800亿元。腾讯财报则显示，今年一季度，腾讯的资本开支为319亿元，同比增长16%，腾讯首席战略官詹姆斯·米歇尔在今年5月的财报会上也表示，由于将增加更多国产AI芯片供应，公司下半年资本支出将显著增加。　　AI厂商大举投入基建的原因之一在于算力供应短缺。6月5日，汤道生对外坦言，目前腾讯云在算力上不太充足，有限的资源会倾斜给内部需求，远不足以满足客户需求。他认为，今年Token调用有爆发式增长，非常期待下半年有更多国产算力支持云业务。而在谈及行业竞争时他则表示，目前腾讯在AI领域还在投入做产品阶段，“友商在商业规划上确实走在我们前面，我们的风格很不一样。”　　在这背后，2026年算力产业链已进入“全链通胀”阶段，云端算力资源已开启多轮提价。盘古智库高级研究员江瀚对记者表示，科技大厂加大资本开支进行AI基建，源于AI高速发展带来巨大的算力需求，重构了算力消费逻辑，同时，核心硬件供不应求，高性能算力芯片与HBM（高带宽内存）等产能瓶颈严峻。　　而需要提及的是，不只是GPU，存储也是大模型训练遇到的瓶颈之一。　　6月5日，身处具身智能赛道的灵生科技合伙人、世界模型训练人蒋玉骅在接受记者采访时认为，很多时候模型训练速度的瓶颈并不在于GPU，反而在于CPU的加载数据。他表示，具身智能数据的一个特点是碎片化严重，“怎么把数据加载、数据存储的瓶颈给克服，我觉得也是AI下半场需要回答的一个问题。”　　但AI行业面临的集体问题之一在于，AI存储硬件的供应短缺与价格上涨一直在持续。公开资料显示，今年SK海力士、三星、美光三大存储厂商已将70%以上新增产能倾斜至HBM，但SEMI（国际半导体产业协会）今年3月发布的数据显示，2026年HBM市场规模增长58%至546亿美元，而HBM的产能缺口也将高达50%—60%。　　腾讯云存储总经理陈峥当天在接受记者采访时也认为，随着整个算力问题得到解决，其实最重要的应该是context的问题，就是所谓的存储跟记忆。他当天对记者表示，算力解决的是智能体能跑多快的问题，存储记忆是决定智能体能不能记得住，以及能不能找得到、能不能用得起的问题。“以前我们要的是单点算力的崇拜，现在回归到数据、存储、算力的均衡。”他同时认为，存储硬件厂商的产业链短期很难去扩大，在产能没有提上来之前，需要云厂商在数据治理上去做更多的思考。（文章来源：华夏时报网）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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/2641126711","isCrawlerRequest":true}