AMD will acquire Fei-Fei Li’s World Labs for $8.2 billion
AMD will acquire Fei-Fei Li’s World Labs for $8.2 billion
AMD 将以 82 亿美元收购李飞飞的 World Labs
AMD is acquiring World Labs, one of the leading developers of deep learning models intended to understand physical reality, in a $8.2 billion deal, the two companies said today. World Labs justified the deal in a statement saying that AI development required “close collaboration across model research, systems and compute.” AMD, in turn, says that understanding frontier workloads, like those created at World Labs, will shape its chip-making roadmap.
AMD 今日宣布，将以 82 亿美元收购 World Labs。World Labs 是旨在理解物理现实的深度学习模型领域的领先开发商之一。World Labs 在一份声明中解释了这笔交易的合理性，称人工智能的发展需要“在模型研究、系统和计算方面进行紧密合作”。AMD 则表示，理解像 World Labs 所创造的那种前沿工作负载，将塑造其芯片制造的路线图。
The acquisition will see World Labs founder Fei-Fei Li join AMD as executive vice president and chief scientist. AMD and World Labs formed an inference optimization-and-training partnership last year, and ties have remained close. Notably, Li was a guest at AMD’s CES presentation earlier this year.
此次收购完成后，World Labs 创始人李飞飞（Fei-Fei Li）将加入 AMD，担任执行副总裁兼首席科学家。AMD 和 World Labs 去年建立了推理优化与训练合作伙伴关系，双方一直保持着密切联系。值得注意的是，李飞飞曾作为嘉宾出席了今年早些时候 AMD 的 CES 发布会。
Li, a Stanford computer science professor, is considered a pioneer in AI, particularly computer vision, for her work building the ImageNet database and the AI competitions it inspired. In 2024, Li founded World Labs to develop deep learning models with a more robust understanding of the physical world, arguing that true general intelligence required a grounding in physics and the ability to understand and reason about data beyond text.
李飞飞是斯坦福大学计算机科学教授，被认为是人工智能（尤其是计算机视觉）领域的先驱，这归功于她构建了 ImageNet 数据库及其所激发的人工智能竞赛。2024 年，李飞飞创立了 World Labs，旨在开发对物理世界有更强理解能力的深度学习模型。她认为，真正的人工智能需要以物理学为基础，并具备理解和推理文本以外数据的能力。
In a post announcing the deal, Li described the partnership as the result of a desire to scale World Labs’ technical breakthroughs beyond the lab. “Now that we have tangible proof of the possibilities, we want to do everything we can to accelerate the future,” Li wrote in the post. “To do this requires scaling our efforts, widening our reach, and getting closer to the hardware.”
在宣布这笔交易的博文中，李飞飞将此次合作描述为将 World Labs 的技术突破推广到实验室之外的愿望。“既然我们已经有了可能性的切实证据，我们希望尽一切努力加速未来，”李飞飞在文中写道，“要做到这一点，需要扩大我们的工作规模，拓宽我们的影响力，并更贴近硬件。”
“World model” remains a loosely defined term, encompassing everything from language models trained to understand visual inputs, to models capable of generating and sustaining a high-fidelity simulation of reality. World Labs’ first product, Marble, is pitched as a tool for creating entertainment experiences, but also for creating simulated environments for robot training.
“世界模型”（World model）仍然是一个定义宽泛的术语，涵盖了从旨在理解视觉输入的语言模型，到能够生成并维持高保真现实模拟的模型等一切内容。World Labs 的首款产品 Marble 被定位为一种创造娱乐体验的工具，同时也用于为机器人训练创建模拟环境。
The acquisition is likely to help AMD compete with long-standing rival Nvidia in creating an ecosystem for AI-specific chips. While Nvidia already has a suite of open-weight world models like Cosmos, AMD has only offered text- and video-based models to the public. World models are seen as vital in efforts to deploy generative AI models on robotic platforms, from autonomous vehicles to industrial robots and general-purpose humanoids.
此次收购很可能帮助 AMD 在构建人工智能专用芯片生态系统方面与长期竞争对手英伟达（Nvidia）展开竞争。虽然英伟达已经拥有像 Cosmos 这样的一系列开源权重世界模型，但 AMD 此前仅向公众提供了基于文本和视频的模型。世界模型被视为在机器人平台（从自动驾驶汽车到工业机器人和通用人形机器人）上部署生成式人工智能模型的关键。
In particular, the dearth of useful real-world data to train general purpose robots means that synthetic data from world models will be key to realizing the vision put forward by companies like Tesla and Figure. The acquisition is expected to close before the end of the year, subject to regulatory approval.
特别是，由于缺乏用于训练通用机器人的有用现实世界数据，来自世界模型的合成数据将成为实现特斯拉（Tesla）和 Figure 等公司所提出愿景的关键。该收购预计将在今年年底前完成，尚需监管部门批准。