标签： AI

AI是否面临一场重大的财务清算？

AI是否面临一场重大的财务清算？

过去几周，三星、SK海力士等亚洲芯片巨头股价暴跌40%以上，谷歌、特斯拉、SpaceX等AI概念股也出现剧烈波动。投资者开始质疑AI基础设施的天量投入能否换来相应回报，“AI泡沫正在泄气”的声音渐强，但市场尚未全面清算。

Eliyan, which aims to license tech and make physical “chiplets” to ease AI chip data transfer bottlenecks, raised a $145M Series C at a $1B valuation (Stephen Nellis/Reuters)

Eliyan, which aims to license tech and make physical "chiplets" to ease AI chip data transfer bottlenecks, raised a $145M Series C at a $1B valuation (Stephen Nellis/Reuters)

半导体初创公司Eliyan完成1.45亿美元C轮融资，估值达到10亿美元，其核心业务是通过授权技术和制造物理“chiplet”（小芯片），解决AI芯片间数据传输的带宽与功耗瓶颈。这一轮融资表明，AI算力集群的互联问题正成为资本和市场关注的新焦点。

A look at OpenAI’s open-source agent harness that now powers Codex and ChatGPT Work, as the company works to optimize the harness to cut runaway token usage (Jason Hiner/The Deep View)

A look at OpenAI's open-source agent harness that now powers Codex and ChatGPT Work, as the company works to optimize the harness to cut runaway token usage (Jason Hiner/The Deep View)

OpenAI 开源了一个用于构建 AI 代理的核心框架（agent harness），它已经在 Codex 和 ChatGPT Work 中投入使用，但同时也在加紧优化以控制 Token 消耗。这一动作既展示了 OpenAI 在代理领域的开放态度，也暴露了大规模推理成本带来的真实压力。

A look at OpenAI’s open-source agent harness that now powers Codex and ChatGPT Work, as the company works to optimize the harness to cut runaway token usage (Jason Hiner/The Deep View)

A look at OpenAI's open-source agent harness that now powers Codex and ChatGPT Work, as the company works to optimize the harness to cut runaway token usage (Jason Hiner/The Deep View)

OpenAI 开源了一个用于构建 AI 代理的核心框架（agent harness），它已经在 Codex 和 ChatGPT Work 中投入使用，但同时也在加紧优化以控制 Token 消耗。这一动作既展示了 OpenAI 在代理领域的开放态度，也暴露了大规模推理成本带来的真实压力。