1、alphasense.ai IThe Future of AIA Midyear Review of Leaders,Opportunities,and ThreatsSarah Hoffman,Director of Research,AIalphasense.aiWhats Inside1 Introduction CHAPTER 12 Model Advancements CHAPTER 2 5 New&Enhanced Capabilities CHAPTER 3 8 Strategic Infrastructure Investments CHAPTER 410 Enterprise

2、 Impact CHAPTER 512 Expanding Real-World Applications CHAPTER 613 Emerging Risks&Challenges CONCLUSION 15 Where Were Headed alphasense.aiIntroductionThe generative AI landscape has undergone significant transformation in the first half of 2025,with established players solidifying their positions and

3、 new entrants disrupting the status quo.The period has been marked by rapid innovation in model architectures,particularly in the realm of reasoning capabilities,alongside infrastructure investments and shifting competitive dynamics.Strategic bets on agentic systems are beginning to reshape how genA

4、I is applied across industries,and a wave of acquisitions is intensifying the race to build and own more of the genAI stack.alphasense.ai 1alphasense.ai 2CHAPTER 1Model AdvancementsSeveral model releases during the first half of 2025 have reshaped the competitive landscape by introducing more reason

5、ing and multimodal capabilities.OpenAIIn March 2025,OpenAI released a new text-to-image generator that quickly impressed users with its ability to accurately follow complex prompts and generate high-quality visuals.Also in March,OpenAI closed a$40 billion funding round,the most ever raised by a priv

6、ate tech company.However,not everything went as planned for OpenAI in the first half of 2025.In late February,OpenAI launched its Orion model as GPT-4.5,instead of the expected GPT 5.In April,OpenAI rolled back a GPT-4o update due to its“sycophant-y and annoying”personality.GoogleIn March 2025,Googl