Lablup：2025年初人工智能格局报告：推理模型、主权AI及代理型AI的崛起（英文版）（21页）.pdf

1、The AI Landscape of Early 2025:Reasoning,Sovereignty,And the Rise of Agentic AIJeongkyu Shin,Lablup Inc.Table of Contents Table of ContentsChapter 1Chapter 2Chapter 3Chapter 4Chapter 5Chapter 6Chapter 7Chapter 8The New Frontier:Reasoning Models and the Test-Time Compute RevolutionChinas Rise:DeepSee

2、k Shock and Chinas AI TrajectoryThe AI Infrastructure War:Power,Cooling,and GeopoliticsThe Silicon Engine:Accelerators,NPUs,and the Journey Toward IndependenceThe Rise of Sovereign AI:Age of Competition,National StrategiesInnovators:Startup Approaches and Big Tech Power DynamicsThe H1 2025 Frontier

3、Model LandscapeThe Proliferation of Coding AI:From Assistant to Autonomous Teammate24679111314The AI Landscape of Early 2025:Reasoning,Sovereignty,And the Rise of Agentic AIExecutive SummaryAs we reach mid-2025,the artificial intelligence(AI)ecosystem is undergoing a fundamental paradigm shift amid

4、intensifying geopolitical competition.This analysis examines the major transformations from the second half of 2024 through July 2025,aiming to provide guidance for navigating this rapidly evolving landscape.The most significant change in the first half of this year has been the shift in how AI mode

5、ls improve their performancefrom the capital-intensive Train-Time Compute approach to Test-Time Compute,which invests more computation during inference to induce deeper reasoning.This transformation has catalyzed the emergence of Reasoning Models such as OpenAIs o1 and Chinas DeepSeek R1,creating ec

6、onomic ripple effects that lower the barriers to entry for frontier model development.This became the technical backdrop for the DeepSeek Shock of January 2025,when DeepSeeks claims of achieving frontier performance at remarkably low cost sent shockwaves through global markets.This event elevated th