World Labs 加入 AMD
World Labs is Joining AMD

原始链接: https://www.worldlabs.ai/blog/amd-announcement

AMD 已达成最终协议,将收购成立于 2024 年的 AI 研究初创公司 World Labs。加入 AMD 后,World Labs 旨在将其软件和基础模型与 AMD 硬件进行更紧密的整合,从而加速面向空间和物理世界的 AI 解决方案开发。 作为过渡的一部分,World Labs 联合创始人李飞飞博士将加入 AMD,担任执行副总裁兼首席科学家,直接向首席执行官苏姿丰博士汇报。联合创始人 Justin Johnson 和 Ben Mildenhall 将继续领导 World Labs 团队,该团队将在 AMD 内部组建一个新的前沿研究机构。 双方的合作始于去年,重点在于模型训练和推理优化,这反映了双方对构建开放式端到端 AI 生态系统的共同承诺。该收购预计将于 2026 年底前完成,并需获得常规监管部门的批准。

AMD已收购由李飞飞创立、成立仅两年的初创公司World Labs,据报道收购金额为82亿美元。该初创公司专注于“世界模型”(即能够创建空间环境的生成式AI),并凭借其Atlas模型和3D重建能力备受关注。 此次收购在Hacker News上引发了激烈辩论。怀疑论者认为,World Labs的演示往往是被过度炒作的“空气软件”,未能超越现有的顶尖技术,因此有人视这笔交易为精明的财务运作,而非在实际应用上的突破。相反,支持者则捍卫该公司关于“全模态”模型的愿景,认为其在可扩展生成式空间智能方面的潜力足以支撑这一估值。 行业观察人士指出,AMD此举是在押注人工智能将向机器人技术和具身推理方向发展,以此有效对抗英伟达的主导地位。尽管一些评论者对其快速退出表示钦佩,但也有人质疑如此高昂的定价究竟是源于真正的技术价值,还是科技与金融圈内“近亲繁殖”式的人际网络。总体而言,这笔交易凸显了当前市场对AI人才和实验性模型的强烈渴求,而不论其在现实世界中的部署是否成熟。
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原文

World Labs has signed a definitive agreement to join AMD.

The research and technical breakthroughs we have achieved since our founding in 2024 have given us a clear vision for AI’s potential to solve problems in the spatial and physical world. To accelerate into this future requires scaling our efforts, scaling our reach, and getting closer to the hardware.

We began a deep technical partnership with AMD last year, starting with model training and inference optimization on AMD GPUs. As our teams worked together, we realized it would be a natural fit to bring together our AI ecosystem of software and hardware, foundation models, and applications.

Dr. Fei-Fei Li will join AMD as an Executive Vice President and Chief Scientist, working directly with CEO Dr. Lisa Su. Justin Johnson and Ben Mildenhall will work with Fei-Fei to continue leading the World Labs team as it joins AMD to form a world leading frontier research organization. Together, we are committed to building out an end-to-end open AI ecosystem spanning hardware, software, platforms, and widely accessible open models.

Fei-Fei shares more details of our journey thus far and our shared vision for the future here.

The transaction is expected to close by the end of 2026 subject to regulatory approvals and other customary closing conditions.

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