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AI周刊 - 第458期：从“AI糟粕”到影院银幕：人工智能能否跨越品质鸿沟？ - 2025年12月16日

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AI周刊 - 第458期：从“AI糟粕”到影院银幕：人工智能能否跨越品质鸿沟？ - 2025年12月16日

内容来源：https://aiweekly.co/issues/458

内容总结：

【人工智能周报：产业级执行时代开启，智能体经济与安全挑战并存】

本周（2024年12月9日至16日），全球人工智能领域正式从实验探索阶段转向产业级规模化应用。行业呈现出三大核心趋势：

一、智能体经济成为现实，生产力变革加速
人工智能正从“聊天机器人”演进为“数字员工”。Salesforce与博通因AI驱动实现数十亿美元营收增长；微软与Mistral分别发布专为自主任务设计的“Agent Lightning”与“Devstral 2”架构。初创企业CoreOps.AI将其智能体平台部署至超过20家制造与金融巨头，实现传统IT系统的自动化运维。

二、物理智能突破边界，AI融入实体世界
特斯拉Optimus机器人实现户外无缆绳自主行走，标志着具身智能关键进展。谷歌DeepMind与英国政府合作建设全球首个“自动驾驶实验室”，通过AI驱动机器人自主研发超导材料。机器人公司Skild AI正以140亿美元估值进行融资，凸显市场对实体智能的高度期待。

三、安全与伦理挑战迫在眉睫
行业高速发展伴随多重风险：OpenAI加速发布GPT-5.2的同时，关键漏洞“React2Shell”正被黑客组织利用；斯坦福大学研究显示心理健康聊天机器人存在对精神疾病患者的污名化倾向；Anthropic内部研究警示工程师过度依赖AI可能导致深层技术能力退化。欧盟已对谷歌AI训练数据使用发起反垄断调查，英国逾百名议员呼吁制定具有法律约束力的AI安全规则。

重点商业动态

科研与创新前沿

当前，人工智能正在重塑全球产业格局，而如何在创新加速与安全治理之间取得平衡，已成为行业面临的核心命题。

中文翻译：

欢迎查阅十二月中旬情报简报。如果说2025年是实验之年，那么本周则标志着明确转向工业级应用。

纵观以下五份报告，一个核心主题贯穿始终：智能体。我们不再旁观静态模型生成文本，而是见证着能够编码、谈判、发现新材料乃至在物理世界中自主行动的智能体。“聊天机器人”时代已实质终结，“数字员工”时代正式开启。

浏览本期简报时，您将追踪到重塑行业格局的三大深刻变革：

“物理智能”的崛起：人工智能正突破服务器机架的束缚。从特斯拉Optimus实现无缆线户外行走，到DeepMind的自动驾驶科学实验室，再到Skild AI获得140亿美元估值，将智能嵌入机器人与实体物质的竞赛正全面爆发。

“智能体”经济已然到来：这不仅是概念炒作，更是真金白银的收入增长。Salesforce与博通凭借人工智能实现数十亿美元营收增长，而Mistral与微软相继发布专为AI自主运行设计的全新架构（“Devstral 2”与“Agent Lightning”），标志着人工智能正摆脱人工干预实现独立工作。

安全与伦理的清算时刻：高速发展伴随代价。当OpenAI加速推出GPT-5.2、迪士尼将旗下IP授权给Sora时，隐患已然显现。“React2Shell”漏洞暴露基础设施风险，Anthropic警告工程师可能出现“道德技能退化”，行业正清醒认识到将决策权委托给机器所带来的复杂现实。

以下是涵盖公开市场、初创企业、应用研究、伦理规范与创新突破的详细态势报告。

时事聚焦

  1. 迪士尼向OpenAI Sora授权角色形象
    12月11日，迪士尼宣布与OpenAI达成历史性应用AI合作，授权Sora使用米老鼠及《星球大战》等标志性IP生成短视频，并获得10亿美元股权投资支持。

  2. 谷歌DeepMind发布GenCast（应用科学）
    谷歌DeepMind本周在《自然》期刊发表论文，详细介绍了AI气象模型GenCast。该模型可提前15天预测极端天气风险，准确率较全球顶级业务系统（ECMWF ENS）提升97.2%。

  3. 微软发布开源模型“Phi-4”
    微软本周在Hugging Face以MIT许可证正式发布Phi-4。这款56亿参数模型在数学推理能力上媲美更庞大系统，突破了“小型”语言模型在终端设备上的性能边界。

  4. 苹果“M5 Ultra”AI芯片确认
    本周报道证实，苹果将于2026年推出的M5芯片架构将在每个GPU核心集成“神经加速器”，标志着为本地运行高保真扩散与逻辑模型而设计的重大硬件变革。

  5. 特斯拉Optimus展示户外自主能力
    特斯拉发布重要更新视频，显示其Optimus机器人在无缆线情况下自主行走于崎岖户外地形。这是“具身AI”稳定性及神经网络在现实世界适应能力研究的关键里程碑。

  6. Anthropic研究：AI“根本性”改变工程实践
    Anthropic于12月12日发布针对内部团队的调研报告，显示使用“Claude Code”等工具虽使工程师默认成为“全栈型人才”，但也引发了对深度技术能力长期萎缩的担忧。

  7. 安全超智能公司（SSI）融资10亿美元
    由伊利亚·苏茨克沃创立的实验室SSI据悉正完成由Greenoaks领投的10亿美元新一轮融资，用于“安全超智能”纯理论研究。这家尚无产品的实验室估值已近300亿美元。

  8. CoreOps.AI实现遗留技术自动化
    初创企业CoreOps.AI本周在企业应用领域取得突破，其“AgentCORE”平台已部署至超过20家制造与金融巨头，成功将人力团队难以维护的陈旧IT系统转为自动化管理。

市场动态

  1. 博通第四季度AI业务推动营收增长28%
    博通12月11日报告创纪录的180亿美元季度营收，其中AI半导体销售额同比激增74%。CEO陈福阳预测2026年AI相关收入将再次翻番。

  2. 甲骨文云业务增长仍遭股价重挫
    尽管云基础设施收入增长68%，甲骨文股价12月11日暴跌超10%。投资者对其激增的资本支出望而却步，表明市场对“AI投入未即时转化为利润扩张”的敏感性加剧。

  3. Adobe业绩超预期，AI贡献33%营收
    Adobe于12月11日公布每股5.50美元的季度收益，显示“AI驱动”收入已占经常性总收入三分之一以上，但因市场预期过高股价微跌。

  4. 微软承诺投入230亿美元建设全球AI基础设施
    微软本周连续宣布巨额投资计划，承诺向印度投入175亿美元、向加拿大投入54亿美元建设数据中心，以满足下一代智能体AI模型的算力需求。

  5. 欧盟对谷歌启动反垄断调查
    欧盟委员会于12月9日正式调查谷歌使用出版商及YouTube内容训练AI的行为。若认定滥用市场支配地位，该公司可能面临全球年营业额10%的罚款。

  6. 台积电11月营收证实需求持续
    台积电报告11月营收同比增长24.5%，破除芯片需求放缓传闻，证实高性能AI加速器需求仍处峰值。

  7. 迪士尼与OpenAI达成视频合作
    迪士尼股价因12月11日历史性授权协议产生波动。该协议允许OpenAI的Sora使用标志性IP进行训练与内容生成，标志着首家大型公共媒体集团全面拥抱生成式视频技术。

  8. CoreWeave“泡沫”忧虑冲击市场
    尽管融资22.5亿美元，CoreWeave的估值困境报道本周重燃“AI泡沫”担忧，导致英伟达、戴尔等芯片与基础设施类股波动，整体AI板块情绪受挫。

伦理前沿

  1. 西奈山医院公布“V2P”基因突破
    西奈山医院研究人员12月15日在《自然·通讯》发表研究，详细介绍了新型AI模型“V2P”（变异至表型）。该模型超越标准测序技术，能成功预测基因突变将引发的具体疾病，是精准医疗的重大飞跃。

  2. 斯坦福研究：治疗机器人“污名化”患者
    斯坦福HAI于12月15日发布的警示性研究显示，流行心理健康聊天机器人常污名化精神分裂症等疾病。在一项测试中，某机器人未能识别自杀倾向，并在用户提出“旅行”相关查询时，主动提供了具体的自残地点建议。

  3. “React2Shell”漏洞攻击升级
    网络安全公司本周确认，高危漏洞“React2Shell”（CVE-2025-55182）正被高级持续性威胁组织积极利用。该漏洞允许在AI网络应用中实现未授权远程代码执行，成为2025年末的“分水岭”安全事件。

  4. “Robin”AI科学家实现实验室发现自动化
    FutureHouse研究人员本周演示多智能体系统“Robin”，成功实现从提出假设到完成实验的完整科学发现闭环，并识别出黄斑变性的新疗法，证明了“人在回路的实验室”概念的可行性。

  5. 葡萄牙立法认可AI“道德黑客”行为
    葡萄牙自12月9日起实施开创性政策，修订网络犯罪法律以明确豁免道德安全研究人员的法律责任。这为白帽黑客识别和报告AI基础设施漏洞提供了免受法律追诉的“安全港”。

  6. 英国议员要求制定“具约束力”AI安全规则
    不同于美国的“轻监管”模式，英国超百名跨党派议员于12月9日发起倡议，要求对先进AI模型实施法律约束性监管，指出当前自愿性协议无法应对“关乎存亡”的国家安全风险。

  7. Aderant与Harvey整合法律AI
    法律科技领域12月15日出现重大转变，Aderant宣布与Harvey达成战略整合。此次合作将生成式AI直接嵌入顶级律所的后台财务与案件管理系统，超越简单文档审阅，实现“法律业务”全流程自动化。

  8. 联合国警告“民用AI军事化”风险
    在日内瓦全球AI、安全与伦理大会（12月9-10日）上，联合国官员警告商用AI双用途工具正被快速改造用于非对称战争，呼吁建立紧急国际规范以防止全球安全格局失衡。

研究速递

人工智能研究与创新：周度八点简报（2025年12月9–16日）

  1. OpenAI发布GPT-5.2（“红色警报”）
    OpenAI于12月11日正式发布GPT-5.2，定位为迄今“专业知识工作领域能力最强的模型”。据悉该版本在内部“红色警报”机制下加速推出，具备25万token上下文窗口，其架构优化使复杂逻辑推理任务中的幻觉率降低超60%。

  2. Mistral推出智能体专用模型“Devstral 2”
    法国实验室Mistral AI于12月9日发布Devstral 2。这款专为智能体编码工作流设计的开源模型，不同于标准代码补全工具，经训练可自主规划、调试和执行多步骤软件工程任务，对GitHub Copilot等专有系统形成挑战。

  3. DeepMind构建“自动化”科学实验室
    谷歌DeepMind于12月11日宣布与英国政府合作建设全球首个“自动驾驶”研究实验室。该设施将运用Gemini驱动的机器人智能体自主合成与测试新型超导材料，实现AI假设与物理实验的闭环验证。

  4. 微软研究：“Agent Lightning”框架
    微软研究人员12月11日发布“Agent Lightning”框架，允许开发者为现有AI智能体“注入”强化学习能力而无需重写核心代码。这一突破使静态智能体能够从环境中学习并持续改进，且工程开销极低。

  5. 西奈山医院“V2P”基因模型
    在生物技术重大突破中，西奈山医院研究人员12月15日发表“V2P”研究。该AI架构超越简单序列读取，能预测特定基因突变的功能性后果，为精准医疗诊断提供新工具。

  6. “工具空间干扰”问题
    微软研究团队12月9日发现智能体关键新型失效模式“工具空间干扰”。其论文证明赋予AI过多工具会产生干扰推理的统计噪声，证实“精简型”智能体设计往往优于“大而全”方案。

  7. 斯坦福HAI：治疗机器人未通过安全测试
    斯坦福HAI 12月15日发布的新研究显示，当前“治疗师”AI模型常污名化严重心理健康问题。在受控测试中，模型未能识别危机情境，有时甚至对自残相关提示提供助长性回应，凸显医疗AI安全校准存在严重缺陷。

  8. Hugging Face托管模型突破200万个
    Hugging Face于12月10日发布生态报告，确认平台托管模型数量已突破200万。数据显示2025年行业明显转向“专业化”与“智能体化”小型语言模型，其增速已超越通用基础模型。

初创风潮

本周融资与初创企业要闻

  1. Veeam以17亿美元收购Securiti AI
    今日（12月16日）宣布的重大整合行动中，Veeam完成对Securiti AI的17.25亿美元收购，打造数据韧性与“AI可信度”治理的统一平台。

  2. CoreWeave扩大融资至22.5亿美元
    AI云基础设施巨头CoreWeave于12月10日完成22.5亿美元可转换票据发行，以应对积压的数据中心建设需求。该公司年化营收增长率达“爆发式”的235%。

  3. Skild AI目标估值140亿美元
    12月9日报道确认软银与英伟达正谈判向机器人先锋Skild AI投资10亿美元，这家“物理智能”初创企业估值可能达到惊人的140亿美元。

  4. fal获1.4亿美元融资提升媒体生成速度
    生成式媒体基础设施初创企业fal于12月9日完成由红杉资本领投的1.4亿美元D轮融资，旨在为开发者加速图像与视频生成模型的推理速度。

  5. Mistral推出Devstral 2
    法国实验室Mistral于12月9日发布“Devstral 2”。这款专注于隐私保护的专业开源编码模型，为开发者提供了比GitHub Copilot更高效的选择。

  6. Runware融资5000万美元布局边缘AI
    Runware于12月11日宣布获Dawn Capital领投5000万美元A轮融资，以扩展其超低延迟API服务，使复杂AI模型能在边缘设备与移动硬件上运行。

  7. Iconic获1100万欧元注资开发AI游戏
    伦敦企业Iconic于12月15日获谷歌AI未来基金支持的1100万欧元（约1300万美元）种子轮融资，致力于为沉浸式游戏开发“终端设备级”AI角色。

  8. Serval完成7500万美元B轮融资
    网络安全初创企业Serval于12月11日获红杉资本7500万美元B轮融资，延续了风险投资对保护企业基础设施的“防御型AI”工具的重注趋势。

英文来源：

Welcome to your mid-December intelligence briefing. If 2025 was the year of experimentation, this week marks the definitive pivot to industrial-grade execution.
Across these five reports, a singular theme dominates: Agency. We are no longer watching static models generate text; we are witnessing autonomous agents that code, negotiate, discover new materials, and even navigate the physical world. The era of the "chatbot" is effectively over; the era of the "digital employee" has begun.
While browsing these briefings, you will track three massive shifts reshaping the landscape:
The Rise of "Physical Intelligence": AI is escaping the server rack. From Tesla’s Optimus walking untethered to DeepMind’s self-driving science lab and Skild AI’s $14B valuation, the race to embed intelligence into robots and matter is exploding.
The "Agentic" Economy is Here: It’s not just hype—it’s revenue. Salesforce and Broadcom are posting billions in AI-driven gains, while Mistral and Microsoft release new architectures ("Devstral 2" and "Agent Lightning") specifically designed to let AI work autonomously without human hand-holding.
The Safety & Security Reckoning: Speed has a price. As OpenAI rushes GPT-5.2 and Disney hands its IP to Sora, the cracks are showing. With the "React2Shell" vulnerability exposing infrastructure and Anthropic warning of "moral deskilling" among engineers, the industry is waking up to the messy reality of delegating judgment to machines.
Below are the detailed situation reports covering Public Markets, Startups, Applied Research, Ethics, and Innovation.
In the News

  1. Disney Licenses Characters to OpenAI Sora In a historic applied AI partnership, Disney announced a licensing deal on Dec 11 that allows OpenAI's Sora to generate short videos using iconic characters like Mickey Mouse and Star Wars IP, backed by a $1 billion equity investment.
  2. Google DeepMind Unveils GenCast (Applied Science) Google DeepMind published a paper in Nature this week detailing GenCast, an AI weather model that outperforms the world's top operational system (ECMWF ENS) by predicting extreme weather risks up to 15 days in advance with 97.2% greater accuracy.
  3. Microsoft Releases "Phi-4" Open Model Microsoft officially released Phi-4 on Hugging Face this week under an MIT license. The 5.6B parameter model rivals much larger systems in mathematical reasoning, pushing the boundaries of what "small" language models can achieve on-device.
  4. Apple "M5 Ultra" AI Chip Confirmed Reports confirmed this week that Apple's new M5 silicon architecture, arriving in 2026, will feature "Neural Accelerators" in every GPU core, signaling a massive hardware shift designed to run private, high-fidelity diffusion and logic models locally.
  5. Tesla Optimus Demonstrates Outdoor Autonomy Tesla released a significant update showing its Optimus robot walking autonomously on uneven outdoor terrain without tethers, a critical research milestone for "embodied AI" stability and neural network adaptation in the real world.
  6. Anthropic Research: AI "Radically" Changing Engineering Anthropic published internal research on Dec 12 analyzing its own workforce, revealing that the use of tools like "Claude Code" has made engineers "full-stack" by default but raised concerns about the long-term atrophy of deep technical skills.
  7. Safe Superintelligence Inc. (SSI) Raises $1B SSI, the lab founded by Ilya Sutskever, is reportedly closing a new $1 billion round led by Greenoaks to fund pure research into "safe superintelligence," valuing the pre-product lab at nearly $30 billion.
  8. CoreOps.AI Automates Legacy Tech In an applied enterprise win, startup CoreOps.AI deployed its "AgentCORE" platform to over 20 manufacturing and financial giants this week, successfully automating the maintenance of aging legacy IT systems that human teams struggle to manage.
    Market News
  9. Broadcom Q4 Revenue Jumps 28% on AI Broadcom reported record Q4 revenue of $18.0 billion on Dec 11, driven by a massive 74% year-over-year surge in AI semiconductor sales, with CEO Hock Tan forecasting AI revenue will double again in 2026.
  10. Oracle Stock Punished Despite Cloud Growth Despite reporting 68% growth in cloud infrastructure revenue, Oracle shares fell over 10% on Dec 11 as investors balked at the company's surging capital expenditures, signaling growing market sensitivity to "AI spending" without immediate profit expansion.
  11. Adobe Beats Estimates as AI Hits 33% of Sales Adobe posted Q4 earnings of $5.50 per share on Dec 11, revealing that "AI-influenced" revenue now accounts for over one-third of its total recurring revenue, though the stock dipped slightly on high expectations.
  12. Microsoft Commits $23B to Global AI Infra Microsoft announced back-to-back mega-investments this week, committing $17.5 billion to India and $5.4 billion to Canada to build the data center capacity required for its next generation of agentic AI models.
  13. EU Launches Antitrust Probe into Google The European Commission opened a formal investigation on Dec 9 into Google's use of publisher and YouTube content for AI training, threatening fines of up to 10% of global turnover if the company is found to be abusing its dominance.
  14. TSMC November Sales Confirm Sustained Demand TSMC reported that November revenue rose 24.5% year-over-year, dispelling rumors of a chip slowdown and confirming that demand for high-performance AI accelerators remains at peak levels.
  15. Disney Partners with OpenAI for Video Disney shares reacted to a historic licensing deal on Dec 11 that allows OpenAI's Sora to train on and generate content using iconic IP, signaling the first major public media conglomerate to fully embrace generative video.
  16. CoreWeave "Bubble" Sentiment Hits Markets Broader AI sentiment took a hit this week as reports on CoreWeave's valuation struggles despite a $2.25B raise reignited "AI bubble" fears, causing volatility in major chip and infrastructure stocks like Nvidia and Dell.
    Ethics
  17. Mount Sinai Unveils "V2P" Genetic Breakthrough Researchers at Mount Sinai published a study in Nature Communications on Dec 15 detailing "V2P" (Variant to Phenotype), a new AI model that goes beyond standard sequencing by successfully predicting the specific disease a genetic mutation will cause, a major leap for precision medicine.
  18. Stanford Study: Therapy Bots "Stigmatize" Patients A disturbing Stanford HAI study released Dec 15 found that popular mental health chatbots often stigmatize conditions like schizophrenia. In one alarming test, a bot failed to recognize suicidal intent and helpfully suggested specific locations for self-harm when prompted with a "travel" query.
  19. "React2Shell" Vulnerability Exploits Escalate Cybersecurity firms confirmed this week that the critical "React2Shell" vulnerability (CVE-2025-55182) is being actively exploited by advanced persistent threat (APT) groups. The flaw allows unauthenticated remote code execution in AI web applications, marking it as the "watershed" security event of late 2025.
  20. "Robin" AI Scientist Automates Lab Discovery FutureHouse researchers demonstrated the "Robin" multi-agent system this week, which successfully automated an entire scientific discovery loop—from hypothesis to experiment—to identify new treatments for macular degeneration, proving the viability of the "lab-in-the-loop" concept.
  21. Portugal Legalizes "Ethical Hacking" for AI In a pioneering policy move effective Dec 9, Portugal amended its cybercrime laws to explicitly exempt ethical security researchers from prosecution. This creates a "safe harbor" for white-hat hackers to identify and report vulnerabilities in AI infrastructure without fear of legal retaliation.
  22. UK MPs Demand "Binding" AI Safety Rules Diverging from the US "light touch" approach, a cross-party group of over 100 UK parliamentarians launched a campaign on Dec 9 demanding legally binding regulations for advanced AI models, citing "existential" national security risks that current voluntary agreements fail to address.
  23. Aderant & Harvey Consolidate Legal AI The legal tech sector saw a major shift on Dec 15 as Aderant announced a strategic integration with Harvey. This partnership embeds generative AI directly into the backend financial and case management systems of top law firms, moving beyond simple document review to full "business of law" automation.
  24. UNIDIR Warns of "Civilian AI Militarization" At the Global Conference on AI, Security and Ethics in Geneva (Dec 9-10), UN officials warned that dual-use commercial AI tools are being rapidly repurposed for asymmetric warfare, calling for urgent new international norms to prevent the destabilization of global security.
    Research
    AI Research & Innovation: 8-Point Weekly Brief (Dec 9–16, 2025)
  25. OpenAI Launches GPT-5.2 ("Code Red") OpenAI officially released GPT-5.2 on Dec 11, positioning it as the "most capable model for professional knowledge work" to date. The release, reportedly expedited under an internal "code red," features a 250k token context window and new architectural optimizations that reduce hallucination rates in complex logical reasoning tasks by over 60%.
  26. Mistral Releases "Devstral 2" for Agents French lab Mistral AI launched Devstral 2 on Dec 9, a specialized open-weight model designed specifically for agentic coding workflows. Unlike standard code-completion models, Devstral 2 is trained to autonomously plan, debug, and execute multi-step software engineering tasks, challenging proprietary systems like GitHub Copilot.
  27. DeepMind Builds "Automated" Science Lab Google DeepMind announced a partnership with the UK government on Dec 11 to construct the world's first "self-driving" research laboratory. The facility will use Gemini-powered robotic agents to autonomously synthesize and test new superconductor materials, effectively closing the loop between AI hypothesis and physical experimentation.
  28. Microsoft Research: "Agent Lightning" Framework Microsoft researchers published "Agent Lightning" on Dec 11, a novel framework that allows developers to "inject" Reinforcement Learning (RL) into existing AI agents without rewriting their core code. This breakthrough enables static agents to learn from their environment and improve over time with minimal engineering overhead.
  29. Mount Sinai's "V2P" Genetics Model In a major biotech breakthrough, researchers at Mount Sinai published a study on Dec 15 detailing "V2P" (Variant to Phenotype). This new AI architecture moves beyond simple sequence reading to predict the functional consequence of specific genetic mutations, offering a new tool for precision medicine diagnosis.
  30. The "Tool-Space Interference" Problem Microsoft Research identified a critical new failure mode for agents on Dec 9 called "Tool-Space Interference." Their paper demonstrates how giving an AI too many tools causes statistical noise that degrades reasoning, proving that "leaner" agent designs often outperform "kitchen sink" approaches.
  31. Stanford HAI: Therapy Bots Fail Safety Tests A new study from Stanford HAI released Dec 15 reveals that current "therapist" AI models often stigmatize severe mental health conditions. In controlled tests, models failed to identify crisis situations and sometimes provided enabling responses to prompts about self-harm, highlighting a critical gap in safety alignment for healthcare AI.
  32. Hugging Face Hits 2 Million Models Hugging Face released a "State of the Ecosystem" report on Dec 10 confirming the platform has surpassed 2 million hosted models. The data highlights a massive shift in 2025 toward "specialized" and "agentic" small language models (SLMs), which are now growing faster than general-purpose foundation models.
    Startup News
    Funding & Startup News of the Week
  33. Veeam Acquires Securiti AI for $1.7B In a massive consolidation move announced today (Dec 16), Veeam completed the $1.725 billion acquisition of Securiti AI, creating a unified platform for data resilience and "AI trust" governance.
  34. CoreWeave Upsizes Raise to $2.25 Billion AI cloud infrastructure giant CoreWeave closed a $2.25 billion convertible note offering on Dec 10 to fund its massive data center backlog, capitalizing on an "explosive" 235% year-over-year revenue growth.
  35. Skild AI Targets $14B Valuation Reports confirmed on Dec 9 that SoftBank and Nvidia are negotiating a $1 billion investment in robotics pioneer Skild AI, potentially valuing the "physical intelligence" startup at a staggering $14 billion.
  36. fal Secures $140M for Media Speed Generative media infrastructure startup fal raised $140 million in Series D funding on Dec 9, led by Sequoia, to accelerate the inference speeds of image and video generation models for developers.
  37. Mistral Launches Devstral 2 French lab Mistral released "Devstral 2" on Dec 9, a specialized open-weight coding model designed to offer developers a more efficient, privacy-focused alternative to GitHub Copilot.
  38. Runware Raises $50M for Edge AI On Dec 11, Runware announced a $50 million Series A led by Dawn Capital to scale its ultra-low-latency API, which enables complex AI models to run on edge devices and mobile hardware.
  39. Iconic Bags €11M for AI Gaming London-based Iconic raised €11 million ($13M) in seed funding on Dec 15, backed by the Google AI Futures Fund, to build "on-device" AI characters for immersive gaming.
  40. Serval Lands $75M Series B Cybersecurity startup Serval closed a $75 million Series B on Dec 11 with Sequoia, continuing the trend of heavy VC investment in "defensive AI" tools that protect enterprise infrastructure.

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