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模型与数据双轮转动 业内判断:物理AI“ChatGPT时刻”最快两年_我的网站

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模型与数据双轮转动 业内判断:物理AI“ChatGPT时刻”最快两年_我的网站

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一 |     封面新闻记者 欧阳宏宇          在本届WAIC上,人工智能加速落地,从屏幕里大步走向物理世界,继文本生成、智能体AI后,“物理AI”概念受到关注。    The Biden administration is drafting a $100 billion foreign aid package that includes assistance for Israel as well as other top security priorities, according to two people familiar with the details.Details on the spending request were still being finalized ahead of an official request sent by the White House to Congress this week.One person told ABC News that the “bulk” of the assistance will likely go toward Ukraine, while others also said that it included $10 billion for Israel. The officials spoke on condition of anonymity in order to discuss details that hadn't been announced yet by the White House.The request comes as President Joe Biden travels to Israel in a show of unity with the Jewish state following the brutal Oct. 7 attack on civilians by Hamas terrorists from Gaza.On Capitol Hill, Senate leaders suggested Tuesday that such a sweeping aid package would find support among lawmakers."We'd like to get the supplemental package moved as quickly as possible because the needs are great in both Israel and Ukraine," said Senate Democratic Leader Chuck Schumer of New York.Republican Leader Mitch McConnell said he would support bundling aid for Ukraine and Israel and that he expects the administration to include money for border security, too."The border part of it needs to be credible, not just some reference to it but a credible deal," he told reporters.Bloomberg was first to report the $100 billion total.The aid proposal for Israel follows extensive discussions between the two countries, with Israel appearing to opt -- at least for now -- against a massive ground invasion of Gaza, even as international groups accuse Israel of worsening a humanitarian crisis by not allowing food or water into Gaza and cutting off electricity.Behind closed doors, Biden officials have grown deeply worried about hardliners within Israel pushing for a scorched-earth military response that wouldn't do enough to prevent civilian casualties, according to a senior administration official who spoke on condition of anonymity. At one point this week, aides believed that only the president himself could convince officials there that allowing humanitarian aid in Gaza would be in their country’s best security interests.When asked about those discussions, White House National Security Council spokesman John Kirby said they’re not telling the Israeli military how to operate and that civilians should be protected. At the same time, following the law of war is critical and something Biden has pressed Israel on, he said.“Since almost the very, very beginning here, we have been talking about how important it is for democracies, like Israel and the United States, to stand up for the law of war, to respect innocent civilian life, unlike Hamas. So this is a foundational element of the discussions that we've had with the Israelis for forever, and we'll continue to do that going forward," Kirby told ABC's "Good Morning America."Following lengthy meetings earlier this week between Secretary of State Antony Blinken and his Israeli counterpart, the two allies seemed to have reached some kind of consensus. Details of the aid package are now circulating among U.S. officials as Biden is en route to the region.Budget experts say Israel’s assistance needs aren’t likely to be urgent due to a 2016 agreement that provides Israel $3.8 billion a year over 10 years. More pressing, they say, is Ukraine, which has run out of long-term funding as it seeks to fend off Russia.Some House Republicans have questioned the need for more U.S. aid to Ukraine. By tying Ukraine and Israeli aid in a single legislative package, the White House would make it harder for GOP hardliners -- who are staunch allies of Israel -- to reject it.Pro-Israeli groups have also called on Biden to include at least $500 million in grant funding for Jewish communities in the U.S. to protect synagogues and other community sites due to threats. It was not immediately clear if that request was part of Biden’s aid package as of Tuesday.ABC's Chief Global Affairs Correspondent Martha Raddatz and ABC reporters Justin Gomez and Shannon Crawford contributed to this report.。当人工智能加速由虚向实,随之而来的问题是,这一AI落地的新场景会呈现何种演进路径?其搭载的AI大模型是何种形式?距离机器人的“ChatGPT时刻”还有多久?          7月19日,在2026世界人工智能大会“智启具身论坛2026:迎接物理AI智能涌现”上,多位业内人士和行业专家就物理AI智能涌现的条件与路径分享了观点。在专家看来,只需不到5年的时间,机器人“ChatGPT时刻”就要到来,在此之前,则需要上亿小时级别的物理数据支持。         模型与数据飞轮          是物理AI持续进化的关键          在AI产业主线聚焦大模型之后,业界正渐渐形成共识:下一阶段AI不会停留在生成内容,而会进入真实环境,理解空间、预测变化并完成行动。

二 | 归结起来,这就是物理AI受到关注的核心动因。         那么,该如何发展物理AI?智元合伙人、高级副总裁、具身业务部总裁,觅蜂科技董事长兼CEO姚卯青在现场分享称,物理AI的挑战在于,必须同时打通表征与闭环这两条路线。         前者是对世界的抽象和压缩,人类所有的认知、判断、理性全是以表征为基础的;后者是智能体与环境进行持续的交互,从计算的角度来看,它包含了输入、算法、输出、评价、迭代这样的循环,从生物学角度来看,它就是从一种从感知到理解、决策、行动、环境反馈的一个完整闭环。         在姚卯青看来,要推动物理AI的发展,主要靠模型与数据两方面作用。“模型决定起点,数据定义终局,二者相互作用将产生‘飞轮效应’;当飞轮转动,智能涌现只是时间问题。”          具体在模型侧,他以智元构建的三阶段训练架构为例谈到,在该架构中,分为“预训练—后训练—持续学习”三个步骤,即推动视觉语言动作模型(VLA)与世界动作模型(WAM)两条技术路线持续演进,并向统一的世界推理动作大模型(WRAM)迈进,同时从算法、仿真、真机训练层面打通规模化迭代闭环。         简而言之,就是让机器人既能边看菜谱边学着直接上灶台炒菜,又要学着理解火候、食材特性,还要反复总结经验,最终培养出一个“既懂原理又会实操”的机器人大厨。         在数据侧,则要依托MEgo系列采集终端、治理平台与真机数据集等,构建覆盖数据采集、治理、训练和部署回流的全链路物理AI数据基础设施,推动真实场景数据持续反哺模型进化。         据悉,目前,这套模型与数据协同迭代体系已在真实产业场景中获得验证。“我们相信物理AI智能涌现不是会不会来的问题,它是一定会到来的。

三 | ”姚卯青预判到,智能涌现只是时间问题,其一定会在行业突破数据墙、表征墙、闭环墙之后,形成这样一套可优化、可泛化、可进化的物理世界AI的进化系统。         数据缺口巨大          但智能涌现“一定会来”          数据缺口“上万倍”,业内判断:2到5年迎来机器人ChatGPT时刻          对于机器人的“ChatGPT时刻”何时会到来,专家普遍认为,至少需要两年时间,如果发展进程顺利,也不会超过五年时间。         其关键在于数据。

四 |          腾讯首席科学家、腾讯Robotics X实验室主任、福田实验室主任张正友谈到,由于具身智能到最后本质上要跟物理世界交互,因此交互数据是必不可少的。这些数据在一定程度上会产生飞轮效应,即不仅是成功的交互,即便是失败的交互也是格外宝贵的。         “收集数据时放到预训练下,未来的部署时间会越来越短,最后实现零成本的新场景任务复现。”谈及飞轮效应之下,训练数据的构建形式,Dyna Robotics联合创始⼈兼⾸席科学家⻢也骋认为,不同的数据可以采用“金字塔组合”形态,即顶层高质量部署数据+中层海量真机数据+底层更海量的互联网数据。         AI初创公司Physical Intelligence 的研究科学家任⾄意也认同,能直接复现任务的真机数据“可回放”,但多种来源数据尽可能扩大本体多样性的构成。在他看来,挖掘训练数据下一个非常大的底座是互联网。

五 |          事实上,目前行业的共识是,训练具身智能的数据缺口巨大。姚卯青透露,据测算,需要1亿小时级别数据才能够让机器人掌握对物理世界通用运行规律的理解。而要达到开箱即用的效果,则需要70-80%零样本成功率。

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