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Investors who shrugged off last month’s artificial intelligence (AI) scare in the insurance sector might want to brace themselves for a reality check. A new report from BofA Global Research estimates more than $15 billion in insurance industry commissions are considered “low complexity” and face a not immaterial risk of AI disintermediation. In other words: a real possibility.，推荐阅读PDF资料获取更多信息
假设DeepSeek V4真的像英国《金融时报》报道的那样，全面拥抱国产算力体系的话，在工程方面的挑战就更大了。要知道，哪怕同样是在英伟达框架之内，硅谷大厂把训练任务从Hopper架构转向Blackwell架构，也需要花一段时间；何况是在两个完全不同的框架之间调整？这样的工程问题注定难以在短期内得到解决，能解决就不错了，无法强求。