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一 | 智元已经与国产算力企业合作了。 在近期举办的世界人工智能大会上，这家头部人形机器人企业的高级副总裁王闯对第一财经记者透露上述消息。
二 | Sputnik: How do you assess the results of the XIV BRICS Summit for Russia and India?,Denis Alipov: The XIV BRICS Summit held on 23 June this year was certainly another significant step in the development of the BRICS [Brazil, Russia, India, China and South Africa] grouping, which in essence reflects the formation of a new reality in international relations - the transition from a unipolar system to a polycentric world order.,The important thing is that, against the backdrop of geopolitical collisions, the five countries send a powerful message of common understanding of global processes - from reforming the multilateral system of economic governance to the situation in disarmament and non-proliferation, information security, counter-terrorism and other challenges. There was a clear consensus against arbitrary sanctions, which are the exclusive prerogative of the UN Security Council. We also shared a disapproval of the distorting effects of any discriminatory measures in international trade, which mainly affect developing countries.,Of course, our main target now is to build a smooth and reliable system of mutual settlements as an alternative to a compromised mechanism based on the dominance of the US dollar. We suggest developing a new international currency, to connect the banks of the BRICS countries to the Russian System for Transfer of Financial Messages, SPFS (a SWIFT analogue), to integrate national payment systems into a unified network for cross-border clearing settlements.,Clearly, no less importantly are steps to strengthen BRICS’ sectoral cooperation, which, according to the results of this year's work, continues to expand in the spheres of health, science and technology, space, etc. The New Development Bank, having a loan portfolio of $29Bln, stands out for its successful project activities.,The BRICS+ High-level Forum on Sustainable Development received a great response, which demonstrated the considerable interest developing countries have in cooperating with BRICS, and the positive global agenda that the grouping is building.,I believe that the BRICS, contrary to criticism, will have an increasing influence on world processes.,Sputnik: How does India and China's interaction within the BRICS framework unfold against the backdrop of the territorial dispute between the two countries in Ladakh? And how does this disagreement generally affect how the 'Five' interact and work with each other? Chinese Foreign Minister Wang Yi on Wednesday said that “common interests of India and China 'far outweigh' the differences” at a meeting with India’s ambassador to Beijing - is that really true?,Denis Alipov: Interaction within BRICS is mature and constructive. The active participation of India and China in all BRICS events this year clearly demonstrates this. The most important thing is that the member states use this platform not to antagonize each other but to promote mutually beneficial cooperation and synergy of interests.,The "Five" offer an extensive common agenda on these very foundations, that in one way or other will also contribute to overcoming bilateral disagreements.,Sputnik: Does BRICS plan to expand in the near future (according to media reports, China is in favor of this), and how do Russia and India view this?,Denis Alipov: The interest of like-minded countries in the "Five" is proof positive of how inclusive the association is, its openness to cooperation with all constructively minded partners, ready to seek answers to the challenges which are facing the international community at present.,Russian Foreign Minister Sergey Lavrov stressed that the discussion of BRICS expansion is justified and timely. The idea itself received principled support at the XIV BRICS Summit. Another thing to remember is that haste in this matter may be counterproductive. It is necessary to think in detail about the principles, standards and procedures of such a process, which should be developed through debate and by consensus. The main thing is that the accession of new members will help to increase the effectiveness and practical impact of the “Five's” activities.,Sputnik: How do you assess BRICS' role as a platform for building relations between the members of the association and enhancing relations between Russia and India in particular?,Denis Alipov: BRICS plays an important role in building relations between member countries. It has a great deal of institutional capacity and experience in practical cooperation. As I have already said, the “Five” share a common understanding of the need to build an equitable and fair polycentric model of the global system that corresponds with the political, economic and cultural diversity of today's world and meets the interests of all its states.,The decisions made at this platform undoubtedly also contribute to enhancing cooperation between India and Russia. It is sufficient to cite a few examples of the mechanisms that have been created: the New Development Bank, the Vaccine Research and Development Center, and the Joint Committee on Space Cooperation. Each of them provides a platform for experts to share experiences and find promising solutions in specific areas, and they can use this useful experience both at home and with regard to the interaction between our two countries.,BRICS May Defuse Frozen Border Issues Between India and China, Expert Says27 June, 10:14 GMT,Sputnik: India has recently come under pressure from the West because of its balanced stance on Russia's special military operation in Ukraine. Have the anti-Russian sanctions affected the cooperation between Moscow and New Delhi? And have you personally noticed any changes in the Indian position?,Denis Alipov: The partnership between Russia and India rests on a deep strategic foundation, drawing its strengths not only from strong historical roots, but also on a coinciding vision of the future world order. As you see, the external conjunction is incapable of affecting our relations in any meaningful way. We have regularly seen evidence of this in statements by the Indian leadership in recent months.,We are grateful to New Delhi for its objective assessment of the Ukrainian events. Clearly, they understand the background of the present geopolitical and geo-economic situation and the forced nature of Russia's actions in Ukraine. They see the destructive role of illegitimate restrictions in the genesis of the present global food and energy crisis, the responsibility for which the West seeks to place entirely on our country.,India does not support attempts to isolate Russia in multilateral forums and is critical of the West's wish to reduce the international agenda to the conflict in question, ignoring other key global and regional problems, which the West itself has exacerbated significantly. The pressure exerted by the West, aggressively imposing its conditions about who one can and cannot be friends with, causes the rejection of such diktat.,At the same time, we must be realistic about what is happening: India is interested in developing cooperation with the rest of the world, including the United States and Europe. National interests and the need to preserve strategic autonomy guide the Indians in their actions, rejecting the very idea of dividing lines and the paradigm of bloc confrontation.,As for the sanctions as such, they certainly throw up challenges, which will require a certain time to adapt and, I am sure, will be overcome in time. The main thing is that our cooperation actively continues because it is based on common interests and an understanding of each other's special place in mutual strategic arrangements.,Sputnik: In December 2021, Russia and India outlined many new goals for cooperation, including doubling mutual trade and investment. How realistic do these goals now seem?,Denis Alipov: First and foremost, it should be noted that the goals outlined in December 2021 at the annual bilateral summit in New Delhi are fully consistent with the enormous potential of our relations. The India-Russia partnership operates on all sorts of levels. We are expanding cooperation in communications, diamond processing, forestry, healthcare and pharmaceuticals, tourism, railroads, metallurgy, civil aviation, shipbuilding and oil refining. Our military and military-technical cooperation is being strengthened. We are progressively implementing the plans adopted at the 2019 Vladivostok Summit to work together in the Far Eastern and Arctic regions, and we are building up cooperation in the trade, economic, investment, banking and financial sectors.,The dynamics of bilateral trade speak for itself. According to India's statistics, from January to April 2022, it amounted to $6.4Bln. This is almost twice as much as for the same period last year. If we maintain these volumes throughout the year, we will have a turnover of more than $19Bln by the end of 2022. To put this in context, let me remind you that in the previous year we had an absolute record of $13.6Bln.,I expect that despite the West's sanctions against Russia, the positive dynamics of trade will continue. Unfortunately, in the first months after the launch of the special military operation in Ukraine there were certain difficulties with supplying Russian goods to India and vice versa. However, today we have successfully overcome most of these barriers. We are confident that Indian exports to Russia (including science-intensive ones) will gain momentum in the near future.,We see good prospects for Indian pharmaceutical products, leather and textiles, agricultural goods, components for machinery and equipment, telecommunications equipment, organic chemistry products. We expect growth in mutual turnover of services in such sectors as tourism, finance and insurance, telecommunications and information technology, transport and construction. We have great hopes for the implementation of the International North–South Transport Corridor (INSTC) project.,The withdrawal of many western companies from the Russian market opens up many new opportunities for Indian businesses. The Russian business community is very serious about strengthening ties with India. Russia invites Indian companies in the aviation and metallurgical industries, in the wood-processing chain, and firms producing consumer goods for business cooperation.,Our main task today is to adjust our trade and economic relations to the new realities, to synchronize the payment systems of the two countries, giving priority to the increased use of national currencies.,Sputnik: US media giants, despite the diversity of the Indian media sphere, have been successful in infiltrating it. How far do you think has US propaganda penetrated local media? How do you view your interaction with the Indian media against this backdrop?,Denis Alipov: Indeed, western media has taken a very strong hold around the world and in India as well. These circumstances – and many local analysts point this out – limit the ability of national media outlets to offer their audiences an independent view of global processes. Much of the content published here is reprints from Reuters, the Associated Press, and AFP, all of which openly promote the interests of the so-called collective West, not shying away from fostering Russophobic sentiments and trafficking fake news.,India Discussing Rupee-Ruble Payment Mechanism With Russia24 June, 13:35 GMT,This is especially evident in the Indian media's coverage of events around Ukraine. Local newspapers sometimes publish absolute nonsense, exposing a basic ignorance of the region and history. There is no shortage of blatantly ordered articles aimed at denigrating the activities of Russian companies in India. This is nothing but an attempt at unfair competition.,Obviously, we respond appropriately. We publish our own material and rebuttals. We work with the press corps and explain all the nuances of the events from a historical and geopolitical point of view. We make active use of internet resources in this area.,It is noteworthy that local authorities have also intervened in the situation. In April this year, India's Ministry of Information and Broadcasting issued recommendations to satellite TV channels, indicating the unacceptability of spreading inaccurate and misleading information, including in the context of covering Russia's special military operation in Ukraine.,We know that the vast majority of our Indian friends, including in the journalistic community, do not share the one-sided view of the situation imposed on them. They prefer to trust facts, which, incidentally, are in the public domain - every day relevant materials are posted on the Russian Ministry of Foreign Affairs and the Ministry of Defense's websites. They can also be found on the embassy's website and its social media accounts.,Some Indian journalists visited the Donetsk and Lugansk People's Republics, wanting to see with their own eyes what was really going on. Their reports and interviews are now available to the public. I would like to take this opportunity to express my gratitude for their work.,Furthermore, I would like to thank our audience on social media. Thanks to their comments and support, we can see that attempts to tarnish Russia are doomed to failure.,Sputnik: You are an expert on India and speak Hindi. Please tell us, what made you fall in love with this country?,Denis Alipov: India for me is a life-long journey. I have spent more than 27 years here, studied its history in college, and been directly involved with the development of relations with it throughout my tenure.,As it did for my mentor and predecessor, the late Ambassador Alexander Kadakin [Russia's ambassador to India from 2009 to 2017], India became for me a 'Karmabhoomi' - a land of action.,India is an incredible country, an ancient civilization that combines centuries-old traditions and modern trends, the diversity of cultures, languages and beliefs. It is the brightest embodiment of the formula of unity in diversity. Rapid economic, scientific and technological development, the large young active population, the impressive growth of authority in the global arena have ensured its strong place among the world powers that will determine the future of our planet.。这不是孤例。
三 | 它石智航等企业也在将国产算力嵌入机器人。 中国机器人企业起步的时候，通常采用英伟达芯片。现在机器人正走进关键性的量产阶段，情况发生一些变化，国产芯片也获得了机会。 试装中国芯 王闯对记者表示，智元在与不止一家国产算力企业推进初步合作。
四 | 智元是一家上海的机器人公司，成立于2023年，发展迅猛。
五 | 按照IDC统计的全球人形机器人出货量，它与宇科技树排在前列。今年6月初，智元机器人第1.5万台通用具身机器人量产下线。 2025年5月融资后，第三方调研机构对智元的估值达150亿元。此后的2025年8月，智元再次宣布获得LG电子、韩国未来资产集团的投资。最近一年，智元未再对外披露公司估值，不过也早已经跨过独角兽的10亿美元估值门槛。 王闯未透露具体的国产芯片合作企业名字。他表示，智元也将一些国产芯片用于机器人的小脑控制，此外还包括关节的MCU（微控制单元）芯片，还有一些则是通讯芯片。 临界点是智元旗下子公司，它专门开发灵巧手，后者是机器人的核心部件。综合考虑性能和价格后，临界点的灵巧手选择了国产MCU。 据临界点CTO熊坤对第一财经记者透露，这种小型器件是放置在灵巧手手掌，做灵巧手动作的解算以及传感器信息处理。
六 | 目前临界点采用的是通用MCU（即可以从汽车等领域平移使用），一些定制要求也在同步进行中。
七 | 它石智航也在推进和国产算力的合作。
八 | 它石智航在世界人工智能大会期间，也带来了自己机器人。该公司今年4月完成4.55亿美元的融资，去年二季度则完成2.42亿美金融资。
九 | 两轮融资合计就接近7亿美元了。
十 | 它石智航的全新一代A3机器人准备搭载一款国产芯片。A3是一款轮式双臂机器人，面向工业、汽车等量产场景。它即将使用的是算力560 TOPS的端侧芯片，兼顾大模型推理性能与机器人实时控制需求。 “我们的核心诉求，第一是需要算力更强的端侧平台，第二是需要有工程经验、能配合联调的团队。”它石智航联合创始人陈同庆表示。 曾经的独角兽，目前已经上市的优必选和国产算力企业沐曦股份成立了一家合资公司。 优必选方面称，成立合资公司是为研发和量产具身智能芯片，打通终端场景与国产算力的壁垒。 “天下苦秦久矣。
十一 | 大家用的国外这些芯片，在机器人端侧，很多东西太贵了。基本上占到BOM成本的三分之一。
十二 | ”优必选董事长周剑表示。 沐曦股份高级副总裁孙国梁对第一财经记者表示，公司显然也看见了具身智能即将爆发的趋势。 “沐曦没有直接去做具身的芯片，而是以合资公司的形式来开展，原因在端侧场景非常多，端侧产品形态也非常多，这带来额外的人力需求。”孙国梁表示，所以沐曦选择跟优必选合作，来覆盖机器人这样的场景。 在光合组织2026智能计算应用大会上，海光信息展示了“云边端”完整算力体系。
十三 | 其中，搭载海光C86-4G的智能巡检机器人，可以在机房内自主导航、全天候移动巡检，设备异常自动报警。 光合组织嵌入式专家张考华认为，2026年可能是端侧元年。
十四 | 随着AI模型的小型化和算法优化，算力正在从云端向终端下沉，在应用场景全面铺开。
十五 | 机器人需要一张算力网 机器人未来很可能成为流量中心。 “具身智能体的任务空间是整个数字世界加上物理世界。
十六 | 每一个机器人只要是在真实的环境里面运行，每时每刻都需要感知、推理、决策，然后控制，背后就是持续不断地Token流动。
十七 | ”智元总裁彭志辉认为：“未来的机器人既是执行器，也是流量入口，还是模型与物理世界连接的端口。
十八 | ” 这意味着机器人需要的不只是一颗芯片，更离不开一张算力网络。 移动互联的算力网络，是由中国联通等大型运营商、云天畅想等重要边缘计算服务商、以及重要芯片企业构建起来的。这张“云边端”一体网络也可承接机器人的需求。 云天畅想联合创始人徐公美向第一财经记者打了一个比方。云边端网络里，云端计算可看作是炼油厂，边缘侧计算可看作是加油站，终端则是一台台汽车。 现在人工智能时代，新型终端如机器人、智能眼镜都加入进来了，相应的算力部署也要加密。 据徐公美观察，这张算力网络已经在进行国产化“刷新”，中国本土的芯片开始深度嵌入。 在世界人工智能大会期间，商汤大装置联合寒武纪、沐曦股份、中科海光、华为昇腾、摩尔线程等头部生态企业发起“银河计划”，准备与生态伙伴共同建设1个Token运营中心，5个万卡级国产智算集群。 商汤大装置对外提供弹性算力服务，它的平台日均Token服务量已达2.42万亿，预计今年第四季度将实现日均10万亿的体量。
十九 | 在未来，相当比例的Token将由本土算力提供。 同样在世界人工智能大会上，腾讯云高管参加分论坛时表示，为了将推理成本降低到极致，腾讯未来会大规模部署国产化算力。而且，腾讯此前投资了不少本土芯片企业。 去年，联通曾披露一次79.6亿人民币的采购招标项目。这次采购是为了支撑中国联通“算网数智”业务。标包中包含8625台英特尔CPU服务器，其余则是30245台海光服务器和48150台鲲鹏服务器。
| 国产算力服务器规模占比超九成。 云天畅想已经在边缘侧为一些机器人提供推理所需的国产算力服务。不过徐公美观察，国产算力在用于大脑推理的时候，模型的效率不高；国产算力在满足机器人运动需求方面，已经磨合得比较好了。 从世界人工智能大会现场来看，国内机器人的量产速度在加快。 “机器人对我们是重大利好，它一定是需要一个低时延的算力网络。”徐公美认为，未来机器人——不管是家庭玩具机器人，还是全尺寸机器人——都需要一张智能化的算力网络才能接住。 在机器人每一次与人互动都消耗算力，一句提示词就可以生成10分钟视频的时代，算力调度变得越来越重要。这些计算如果100%发生在云端，那就太贵了。这时候就需要算力网络完成调度，将闲置而便宜的算力利用起来。 智能体时代，也是国产算力机遇期。 商汤科技联合创始人、大装置事业群总裁杨帆认为，未来5年，国产化替代绝不仅仅是GPU的替代，而是整个AI上游硬件生态体系的重构。 “很难说有什么不可突破的壁垒” 一家独角兽机器人公司，使用国产芯片时候遇到了波折。 “调试环节都跑通了，但是还没有批量使用，还在做一些优化。”这家公司创始人不久前向第一财经记者表示。
| 国内芯片，相比英伟达主要差别在于生态。 “公司研发人员对你熟不熟悉，在这个芯片上开发东西方不方便，额外切换成本是多少？当然这也是国产替代不可避免的阶段。这不是完全不能干的事，而是额外投入多少资源，对业务的影响大不大的事。”这位创始人说。 这位创始人所遇到的难题，也是机器人企业将英伟达切换到国产芯片普遍需要斟酌考虑的事情。 “切换到不同的芯片架构，必然需要投入更多人员做算法迁移和适配。”一家芯片企业CEO王浩对第一财经记者表示，有量化部署经验、熟悉端侧优化的团队，比如有智驾开发背景的团队，迁移起来就会快很多；如果之前只做算法原型、没有端侧量化经验的团队，上手成本会高一些。 “最终我们的做法是，向海外头部企业学习研发细节——芯片架构上哪些设计更优，软件工具链上哪些方案更成熟，我们都会吸收借鉴。但学习不只是停留在技术层面，最终还是要落脚到客户的真实需求上。” 王浩表示，机器人客户有问题都会直接反馈，公司也会一步步配合优化工具链和配套支持，跟着客户的节奏把适配工作做扎实。
| 去年全球人形机器人出货量大约2万台，还处于量产的早期阶段。
| 这意味着早期能给芯片企业提供的订单有限。 “机器人还在产业发展非常早期，但我们觉得会成长成一个非常大的行业。我们看具身行业的挑战，可能远大于我们在自动驾驶行业看到的挑战。机器人从成熟度上远不如自动驾驶行业，所以这里头可以做的事情非常多。”孙国梁表示。 沐曦跟优必选联合研发，就是因为后者掌握具身的数据、场景、用户使用习惯。沐曦可以从中得到大量的输入，这些有助于加速产品的设计。 “这也是传统的半导体企业所不可能拥有的，如果不进行某种方式的深度战略级合作，我觉得是很难的。” 中国大规模发展芯片，也就最近十年的时间。 “中国芯片现在已经在追赶了。
| 但还是有一个数量级的差异。英伟达有生态优势，它也比你有钱。所以在硬件上面，追赶肯定是辛苦的。”徐公美说。不过，中国汽车、光伏都曾是追赶者，现在是并跑者或者领跑者了。“我是很看好中国芯片的，只是我们要给整个产业链一点时间。” 王浩对中国芯片的发展持有类似长期的乐观态度：“在中国市场，很难说有什么不可突破的壁垒。” （王浩系化名） (本文来自第一财经)。 Current article:http://af8sezj.zhuangeipiebaorunshanzechong.bond/news/20260826_7964787.html Published on:01:13:38 |
