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一 | UK Prime Minister Boris Johnson has come up with a plan to repurpose arable land which is at present used for crop-based biofuels so that more food might be grown as food prices and inflation soar.,However, officials of US President Joe Biden made it clear on 26 June that Washington wouldn't "okay" Johnson's initiative in a bid to protect American farmers and avoid breaking climate commitments. According to the British daily newspaper, The Daily Telegraph, Germany appears to back the British premier's plan whereas Canada and the US have rejected it. Johnson's plan needs the unanimous support from all G7 nations for it to fly.,"I think the rift is one that happens periodically between the UK and US - without minimizing the significance, there have been tensions on trade issues for some years now (including the tariffs imposed by the Trump administration on the UK). How serious it becomes is questionable," says Professor Robert Singh, specialist in contemporary US politics at the University of London's Birkbeck College.,UK on Collision Course With US as BoJo Set to Prioritize Food Production Over Green Energy06:06 GMT,Previously, Johnson and Biden clashed over Brexit customs issues and the Northern Ireland Protocol with the American president reportedly accusing the British premier of "inflaming" Irish tensions ahead of the 2021 G7 Summit in Cornwall.,Given the record of friction between Biden and Johnson, it appears likely that if the UK does legislate to revise the Northern Ireland Protocol (NIP), Washington will react negatively, Singh suggests. Downing Street has published a Bill proposing to change the protocol unilaterally in favor of British businesses and communities. It would also grant the British government powers to amend the agreement further if appropriate.,"It's possible that [the NIP amendment] could then inflame the trade issue further," says Singh. "[I]t will worsen the Johnson government's record, at a time when the cost of living crisis, inflation, and many other problems are piling up. It's probably, on balance, yet another own goal by Johnson - an unnecessary diplomatic row that was avoidable.",To complicate matters even more, Johnson skipped a climate summit hosted by Biden for world leaders earlier this month, despite 15 other heads of state and government attending the virtual gathering. According to Politico, the premier's absence "reverses a previous snub from Biden" who declined to attend a climate meeting Johnson hosted on the sidelines of the UN General Assembly in 2021.,Yet another diplomatic row rocked London and Washington after the UK issued licences to four British flagged vessels to fish for Patagonian toothfish - also known as Chilean seabass - near Antarctica. Earlier, a 26-member fishing regulatory body, the Commission for the Conservation of Antarctic Marine Living Resources (CCAMLR) set specific catch limits for the species. The US immediately accused Britain of breaching the commission's rules, rendering the catch illegal. The feud could lead to an import ban on Patagonian toothfish, according to the media.,Northern Ireland Protocol Used as Proxy in Tory Efforts to Unseat BoJo, Legal Expert Says14 June, 18:55 GMT,UK-US Spat Can be Fixed Quicker Than That Between UK and EU,The UK-US tensions are unlikely to lead to a serious breach in relations in the near future, insists Dr Roslyn Fuller, director of the non-profit think-tank Solonian Democracy Institute and the author of the book Beasts and Gods: How Democracy Changed Its Meaning and Lost Its Purpose.,"Johnson and Biden are both career politicians and will probably behave pragmatically," says Fuller. "Even were they to exaggerate their differences in the press to play to their respective electorate, this would be unlikely to affect their highly connected working relationship greatly.",Though the NIP issue could cause some additional tensions between the UK and the US, the nations are likely to solve relatively minor dilemmas, such as the spat over the toothfish catch, according to the author.,"As the two major English-speaking powers and neoliberal nations that have cooperated intensely on military matters in the past, it would be quite stupid on their part to indulge in any serious in-fighting," she says. "I think the US is paying increasing attention to Germany as the remaining European superpower, but that doesn't necessarily have to come at the expense of the British.",However, when it comes to the UK and the EU, the rift between them indeed appears to be deepening, according to Fuller:,"Britain also obviously lost faith in the EU and its regulatory regime, and clearly wants to go its own way to the extent that it can," the author says. "This is thus an example of increasing global fragmentation."。 “今年上半年公司Token调用量7个月增长40倍,其中95%以上的推理任务来自智能体(Agent)需求。” 在2026WAIC期间,无问芯穹CEO夏立雪在接受澎湃新闻记者等媒体采访时表示,目前无问芯穹已在全国纳管16种不同架构芯片、合计3.7万P算力,过去一年已将推理成本降低至十分之一,未来全链路协同下仍有90%成本下降空间。 夏立雪认为,当前AI行业的核心矛盾从未改变:需求是指数级增长,芯片供给的增长是线性的,单纯堆芯片已经追不上需求增速。“大家不是觉得AI没用,是觉得它有点贵——这本身就是供不应求的信号,如果供大于求,大家只会觉得它没用。” 过去三年推理成本的下降,已经带动了第一批场景落地;他判断未来全行业仍有至少90%的成本下降空间,来源不只是单点技术优化,而是全链路协同:跨域异构集群的资源池化、PDD等新架构的普及,以及场景端的需求分层。 夏立雪认为,真正的生产力应该是“资源规模×Token生产效率×Token转化为生产力的效率”。目前全行业还在共创价值衡量指标,本质是计量每个Token产生的实际经济价值,推动行业从“按Token数量计费”转向“按最终价值计费”。 据了解,今年上半年,无问芯穹Token增量几乎全部来自Agent。

二 | “95%以上的推理任务跑的都是智能体相关任务,不管是直接服务大模型厂商,还是直接服务垂类客户,最终需求都来自Agent落地。”夏立雪表示,目前代码生成、文娱营销、基础设施运维、具身智能、制造、电力、法律等行业都已经在大规模使用AI。 针对行业普遍关注的Token标准化问题,夏立雪明确判断:Token必然分层,且分层已经在发生。未来会出现面向高端复杂任务的高价值Token,也会有面向简单场景的高性价比Token。

三 | 这种分层直接带动了过去一年国产芯片的落地进展。

四 | 他坦言,国产芯片适配效果的明显提升,一半来自技术端解决了跨集群调度、负载均衡等问题,更核心的原因是Agent带来了任务分层:智能体会派生大量不同复杂度的子任务,不需要所有任务都跑在最高端的芯片上,国产芯片可以承担自己擅长的任务,不用再“硬扛”最复杂的大模型训练负载。

五 | “不同芯片各有侧重,都能在价值金字塔里找到自己的位置,不用浪费资源杀鸡用牛刀。” 夏立雪透露,目前无问芯穹已经在和行业客户探索多模型协同的分层交付模式,通过不同能力的模型配合完成任务,直接为最终结果负责。 对于今年的热点话题物理AI,无问芯穹宣布将具身智能场景纳入Token工厂的覆盖范围。 夏立雪表示,AI必然从数字世界走向物理世界,云侧GPU、边缘节点、机器人本体的算力都应该被纳入统一资源池调度,而团队过去在大规模云侧强化学习、跨集群调度上积累的能力可以直接复用,其发布的RLinf新版本已经实现真机渲染、训练到推理的全链路云边协同,Mizar-Robo推理优化方案已经和星海图、云深处等具身机器人厂商达成合作,优化机器人端侧推理效率,形成“机器人采集物理世界数据-云侧强化学习训练-端侧推理落地”的闭环。“我们不做机器人本体,就做好具身场景的Token工厂,给伙伴们提供低成本的弹药,让他们能以更低的成本推产品、拓市场。

六 | ” 谈到AI赛道的行业竞争,在夏立雪看来,AGI不是单一公司能完成的使命,当前行业供需缺口还在持续扩大,只要技术能创造效率价值就有商业空间。近期智谱GLM、月之暗面Kimi等清华系开源大模型登顶国际榜单,中国的开源生态是核心优势,开源让技术、数据、资源能更快流动形成闭环,带动全行业效率提升。

七 | 当天,无问芯穹公布Agentic Infra 的“前店后厂一中心”战略布局,涵盖三大核心技术能力与产品服务体系:“算力集散中心”:Agentic Infra 自主式基础设施平台;“Token工厂”:Agentic MaaS 大模型服务平台;“AI生产力商店”: Agentic Infra 行业解决方案。
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