OpenAI重磅出手：六年來首發「開放權重」模型，微軟獨家協議迎挑戰？

華爾街見聞

2025/07/10

微軟與OpenAI之間複雜的關係即將迎來新的轉折。媒體報道稱，OpenAI計劃最早於下周發布一款"開放權重"AI語言模型，這將是公司自2019年GPT-2以來首次推出開放權重模型，也是與微軟簽署獨家雲服務協議後的首個開放模型。此舉可能對微軟與OpenAI的合作關係構成新的考驗。知情人士稱，這款新模型具備與o3 mini相似的推理能力，將在Azure、Hugging Face和其他大型雲服務商...

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13:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<div>\n<p>微軟與OpenAI之間複雜的關係即將迎來新的轉折。\n媒體報道稱，OpenAI計劃最早於下周發布一款\"開放權重\"AI語言模型，這將是公司自2019年GPT-2以來首次推出開放權重模型，也是與微軟簽署獨家雲服務協議後的首個開放模型。此舉可能對微軟與OpenAI的合作關係構成新的考驗。\n知情人士稱，這款新模型具備與o3 mini相似的推理能力，將在Azure、Hugging Face和其他大型雲服務商...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750797\">網頁鏈接</a>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0003U64NQ7.SGD","symbol_name":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) 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Equity A Acc SGD","MSFT":"微软","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC"},"translate_title":"OpenAI makes a big move: the first \"open weight\" model in six years, Microsoft's exclusive agreement meets the challenge?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":1},"content_text":"微軟與OpenAI之間複雜的關係即將迎來新的轉折。\n媒體報道稱，OpenAI計劃最早於下周發布一款\"開放權重\"AI語言模型，這將是公司自2019年GPT-2以來首次推出開放權重模型，也是與微軟簽署獨家雲服務協議後的首個開放模型。此舉可能對微軟與OpenAI的合作關係構成新的考驗。\n知情人士稱，這款新模型具備與o3 mini相似的推理能力，將在Azure、Hugging Face和其他大型雲服務商平台上同步發布。\n不同於OpenAI以往的封閉權重模型，開放權重意味着企業和政府機構可以自主運行該模型。\n或將允許企業定製模型\n\"開放權重\" 模型是介於開源和閉源方法之間的一種中間形態。\n權重是AI模型學習和建立連接的方式——某些特徵或連接會被賦予更高的權重，以強化特定信息。\n開放權重模型意味着其權重是公開可用的。這表示用户可以查看這些權重並進行修改，而無需用新數據重新訓練模型。開放權重模型通常能降低企業的使用成本，並允許他們對模型進行定製。\n但開放權重模型與開源模型並不相同。開源模型通常允許你查看其源代碼組成，有時還包括其訓練和權重分配方式。\n考慮到OpenAI一向不披露ChatGPT訓練數據的做法，新模型的最終「開放」程度將取決於該模型附帶的許可證，以及OpenAI是否願意提供對該模型代碼和訓練細節的完全訪問權限。\n微軟獨家協議面臨挑戰\n該模型的發布時機值得關注。\n目前微軟與OpenAI正就後者重組為營利性公司的合同進行重新談判，雙方的收入分成協議顯示，微軟從OpenAI的ChatGPT和API平台收入中獲得20%分成，同時向OpenAI分享20%的Azure OpenAI收入。\n\"開放權重\" 模型的推出可能削弱微軟在AI業務中的獨家優勢。\n由於競爭對手雲服務商也能託管該模型，部分Azure客户可能轉向成本更低的替代方案，或直接遷移至其他雲平台。\n今年早些時候，微軟和其他雲服務商迅速接入了DeepSeek的R1模型，顯示了開放模型在市場中的快速傳播能力。\n微軟於2019年首次向OpenAI投資10億美元。\n根據現行合同，微軟獨家擁有通過Azure雲平台銷售OpenAI軟件工具的權利，並可優先獲取OpenAI的技術。\n微軟還被指定為OpenAI的唯一計算資源提供商，儘管去年微軟允許OpenAI自行設立名為Stargate的數據中心項目。\n過去一年中，雙方圍繞一個核心問題展開激烈交鋒：微軟投入的超過130億美元應該換取重組後OpenAI多少股權？討論範圍從20%一直延伸到49%。\n除了股權博弈之外，當前合同的多個核心條款都在重新談判中，包括微軟通過Azure獨家銷售OpenAI軟件的權利、為OpenAI提供計算基礎設施的優先權，以及在達到\"通用人工智能\"前獲得AI知識產權的權限。\n對OpenAI而言，與微軟達成協議是生死攸關的。該公司必須在年底前獲得微軟對其營利性轉換的批准，否則將面臨失去包括軟銀在內的數十億美元投資者資金的風險。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}