二次初恋

无问芯穹夏立雪：智能体带来Token分层，国产芯片适配效果明显提升_我的网站

一 |     “今年上半年公司Token调用量7个月增长40倍，其中95%以上的推理任务来自智能体（Agent）需求。”          在2026WAIC期间，无问芯穹CEO夏立雪在接受澎湃新闻记者等媒体采访时表示，目前无问芯穹已在全国纳管16种不同架构芯片、合计3.7万P算力，过去一年已将推理成本降低至十分之一，未来全链路协同下仍有90%成本下降空间。         夏立雪认为，当前AI行业的核心矛盾从未改变：需求是指数级增长，芯片供给的增长是线性的，单纯堆芯片已经追不上需求增速。“大家不是觉得AI没用，是觉得它有点贵——这本身就是供不应求的信号，如果供大于求，大家只会觉得它没用。    One person died at the Burning Man festival this weekend as a severe bout of rain caused flooding in the remote Nevada desert where the event was being held, authorities said. This comes as tens of thousands of attendees remained stranded Sunday. The Pershing County Sheriff's Office confirmed it is investigating the death in a news release issued Saturday, and said the family has been notified both of the death and the active probe. A spokesperson for the sheriff's office told CBS News on Sunday that the death occurred during the extreme rain that swept through parts of northwestern Nevada on Friday and Saturday, but not because of it. The earlier news release noted that the office "is currently investigating a death which occurred during this rain event." Echoing the release, the spokesperson declined to share additional information about the death or circumstances surrounding it because the sheriff's investigation was still ongoing.

             

The White House said Sunday that President Biden had been briefed on the flooding and "administration officials are monitoring the situation and are in touch with state and local officials."      Officials urged Burning Man attendees to shelter in place on Saturday and Sunday after storms soaked the Black Rock Desert, a dried lake bed now composed of alkali flats that sits in a remote and arid section of northwestern Nevada, about 150 miles from Reno. The Burning Man entrance was shut down Saturday and would remain closed for the remainder of the event, Washoe County Sheriff's Office tweeted. Anyone attempting to travel to the area would be turned around. The Pershing County Sheriff's Office noted Saturday that festival operations were being "halted or significantly delayed...due to unusual weather conditions on the playa."                 Roads in and out of the festival remained closed Sunday evening, and festival organizers urged attendees to conserve food, water and fuel. Cell phone equipment was also brought in to help those stuck in flooded campsites.  

             

About 73,000 people were stranded at Burning Man when the head count was tallied Saturday, the Pershing County Sheriff's Office spokesperson told CBS News. Some attendees were reportedly seen trudging through the muddy desert in efforts to leave the festival on foot, according to the Associated Press.The organizers of Burning Man said in a statement Saturday night that people who decide to walk out of the desert would be provided bus transportation to Reno from Gerlach, which is about 15 miles from the site of Black Rock City. "Burning Man is a community of people who are prepared to support one another. We have come here knowing this is a place where we bring everything we need to survive. It is because of this that we are all well-prepared for a weather event like this," the statement read.                      "We have done table-top drills for events like this. We are engaged full-time on all aspects of safety and looking ahead to our Exodus as our next priority," the statement continued. Exodus is how Burning Man refers to the end of the festival, when all attendees leave the desert."The Burning Man organization's advice is for participants to delay their departures to avoid getting stuck in the mud, but people are free to leave should they choose to do so," organizers said. On the Burning Man website, organizers said they were hoping to reopen roads by 9 a.m. local time Monday. "It was really, really wet and really, really slick," stranded attendee Justin Schuman told CBS News of the muddy conditions in a video interview Sunday from his campsite. "But it's also very alkaline. So you do have to be careful for no prolonged exposure of your skin to the mud because, apparently it can actually start to really, gently burn your skin."Schuman said he and his friends had enough supplies to make it through a few more days. "We are not allowed out of the playa, the gates are locked, we have enough tuna for a week," said Christine Lee, a circus performer, on social media.The area serves as the annual locale for Burning Man, a weeklong event that typically draws tens of thousands of people "to create Black Rock City, a temporary metropolis dedicated to community, art, self-expression, and self-reliance," according to a passage in the "about" section on the festival's website. Event organizers require attendees "to bring all you need to survive" to the desert, including food, water and shelter, which can be shared.                      The Reno Gazette Journal reported Saturday that organizers started rationing ice sales and that all vehicle traffic at the sprawling festival grounds had been stopped, leaving portable toilets unable to be serviced.  

             

The Pershing County Sheriff's Office was coordinating with several agencies, including the Bureau of Land Management and Burning Man Org, to assist attendees sheltering in place at the event site. The sheriff's office spokesperson told CBS News on Sunday that "they are all working together to try to get everybody out of there safely," at least in part using vehicles with four-wheel drive. It was unclear whether other transportation methods were being used too."There had been mild to heavy rain for several hours, causing conditions that made it virtually impossible for motorized vehicles to traverse the playa," the sheriff's office said in Saturday's news release, adding that it supports Burning Man's decision to order attendees to shelter in place and noting, "There is more rain forecast for the next few days which could cause further delays and disruptions for participants attempting to leave the Festival as well as other operations within the Festival." In addition to small groups of people who were able to walk off the event site and were "awaiting transport" arranged by Burning Man at the time the release was issued, the office said "some vehicles have been able to drive off the playa, however, those vehicles have caused damage to the playa surface, and it is not recommended at this time."                                 

In:    
• Burning Man
    
• Nevada
    

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二 | ”          过去三年推理成本的下降，已经带动了第一批场景落地；他判断未来全行业仍有至少90%的成本下降空间，来源不只是单点技术优化，而是全链路协同：跨域异构集群的资源池化、PDD等新架构的普及，以及场景端的需求分层。

三 |          夏立雪认为，真正的生产力应该是“资源规模×Token生产效率×Token转化为生产力的效率”。

四 | 目前全行业还在共创价值衡量指标，本质是计量每个Token产生的实际经济价值，推动行业从“按Token数量计费”转向“按最终价值计费”。         据了解，今年上半年，无问芯穹Token增量几乎全部来自Agent。“95%以上的推理任务跑的都是智能体相关任务，不管是直接服务大模型厂商，还是直接服务垂类客户，最终需求都来自Agent落地。

五 | ”夏立雪表示，目前代码生成、文娱营销、基础设施运维、具身智能、制造、电力、法律等行业都已经在大规模使用AI。         针对行业普遍关注的Token标准化问题，夏立雪明确判断：Token必然分层，且分层已经在发生。未来会出现面向高端复杂任务的高价值Token，也会有面向简单场景的高性价比Token。

六 |          这种分层直接带动了过去一年国产芯片的落地进展。他坦言，国产芯片适配效果的明显提升，一半来自技术端解决了跨集群调度、负载均衡等问题，更核心的原因是Agent带来了任务分层：智能体会派生大量不同复杂度的子任务，不需要所有任务都跑在最高端的芯片上，国产芯片可以承担自己擅长的任务，不用再“硬扛”最复杂的大模型训练负载。         “不同芯片各有侧重，都能在价值金字塔里找到自己的位置，不用浪费资源杀鸡用牛刀。”          夏立雪透露，目前无问芯穹已经在和行业客户探索多模型协同的分层交付模式，通过不同能力的模型配合完成任务，直接为最终结果负责。         对于今年的热点话题物理AI，无问芯穹宣布将具身智能场景纳入Token工厂的覆盖范围。         夏立雪表示，AI必然从数字世界走向物理世界，云侧GPU、边缘节点、机器人本体的算力都应该被纳入统一资源池调度，而团队过去在大规模云侧强化学习、跨集群调度上积累的能力可以直接复用，其发布的RLinf新版本已经实现真机渲染、训练到推理的全链路云边协同，Mizar-Robo推理优化方案已经和星海图、云深处等具身机器人厂商达成合作，优化机器人端侧推理效率，形成“机器人采集物理世界数据-云侧强化学习训练-端侧推理落地”的闭环。“我们不做机器人本体，就做好具身场景的Token工厂，给伙伴们提供低成本的弹药，让他们能以更低的成本推产品、拓市场。”          谈到AI赛道的行业竞争，在夏立雪看来，AGI不是单一公司能完成的使命，当前行业供需缺口还在持续扩大，只要技术能创造效率价值就有商业空间。近期智谱GLM、月之暗面Kimi等清华系开源大模型登顶国际榜单，中国的开源生态是核心优势，开源让技术、数据、资源能更快流动形成闭环，带动全行业效率提升。

七 |          当天，无问芯穹公布Agentic Infra 的“前店后厂一中心”战略布局，涵盖三大核心技术能力与产品服务体系：“算力集散中心”：Agentic Infra 自主式基础设施平台；“Token工厂”：Agentic MaaS 大模型服务平台；“AI生产力商店”： Agentic Infra 行业解决方案。

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