Lablup：2025年初人工智能格局报告：推理模型、主权AI及代理型AI的崛起（英文版）

As we reach mid-2025, the artificial intelligence (AI) ecosystem is undergoing a fundamental paradigm shift amid intensifying geopolitical competition. This analysis examines the major transformations from the second half of 2024 through July 2025, aiming to provide guidance for navigating this rapidly evolving landscape. The most significant change in the first half of this year has been the shift in how AI models improve their performance—from the capital-intensive 'Train-Time Compute&#