Many OpenAI researchers were skeptical that Amodei's idea would even work. Some also argued that a more gradual scaling approach would be more measured, scientific, and predictable. But Amodei was adamant about his proposal and had the backing of other leaders. Sutskever was keen to play out his hypothesis of scaling Transformers; Brockman wanted to continue raising the company's profile; Altman was pushing to take the biggest swing possible. Soon after, Amodei was promoted to a VP of research.
指数前十大重仓股，按AI细分赛道分类来看，光模块/通信占比21.14%（中际旭创、新易盛），AI芯片/处理器占比14.51%（寒武纪、澜起科技、豪威集团），AI服务器/算力占比4.70%（中科曙光），算法/大模型/NLP占比4.36%（科大讯飞），计算机视觉占比4.11%（海康威视），AI应用/IP平台占比5.22%（金山办公、芯原股份）。。heLLoword翻译官方下载对此有专业解读
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