
A | Democratic Gov. Andy Beshear and Republican Attorney General Daniel Cameron accused each other of taking extreme stands on abortion policy Monday night as they wrangled over an issue that's become a flashpoint in their hotly contested campaign for governor in Kentucky.During an hourlong debate at Northern Kentucky University in Highland Heights, Kentucky, the rivals fielded questions over education, taxes, public safety and the monthlong strike by autoworkers, which has spread to Ford's highly profitable Kentucky Truck Plant in Louisville.The candidates tried to one-up the other in their support for public education. Some of their sharpest exchanges during the televised debate, however, came when asked to lay out their stands on abortion. Their remarks, which took place about three weeks before the Nov. 7 election, came against the backdrop of Kentucky's current abortion law, which bans the procedure except when carried out to save a pregnant woman’s life or to prevent a disabling injury.Beshear said that his challenger celebrated the abortion ban’s passage and pointed to Cameron’s long-running support for the law as written, without exceptions for pregnancies caused by rape or incest.“My opponent’s position would give a rapist more rights than their victim," Beshear said. "It is wrong. We need to change this law. We need to make sure that those individuals have that option.”Once Roe v. Wade was overturned by the U.S. Supreme Court, the state’s trigger law — passed in 2019 — took effect to ban nearly all abortions.Cameron reiterated Monday night that he would sign a bill adding abortion exceptions if given the chance, a position he revealed during a radio interview last month.Cameron went on the attack by pointing to Beshear’s opposition to abortion restrictions passed by the state’s GOP-dominated legislature. As attorney general, Beshear refused to defend a law imposing a 20-week ban on abortion, and later as governor he vetoed a 15-week ban, Cameron said. “That is Andy Beshear’s record on the issue of life," Cameron said. "It’s one of failure for the unborn.”Beshear responded that he has consistently supported “reasonable restrictions,” especially on late-term abortions. Beshear also noted that the 15-week ban lacked exceptions for rape and incest.Abortion polices have been at the forefront of the campaign. Beshear's campaign released a TV ad last month featuring a Kentucky woman who revealed her own childhood trauma while calling for rape and incest exceptions. The woman, now in her early 20s, talked about having been raped by her stepfather when she was 12 years old. She became pregnant as a seventh grader but eventually miscarried.Meanwhile, the candidates took turns touting their plans to improve public education.Cameron accused the governor of mischaracterizing his plan to help students overcome learning loss when schools were closed during the pandemic.“We need a governor that is going to lean into this issue to fight for our kids and make sure that they have the best education system here possible in Kentucky,” Cameron said.Beshear highlighted his own plan calling for an 11% pay raise for teachers and all public school personnel, including bus drivers, janitors and cafeteria staff. He said he's supported educators “every step of the way” to raise their pay and protect their pensions as governor and previously as attorney general.“If we want to make sure that we have a math teacher, a physics teacher, everything we need in our classrooms, we have to pay people closer to what they’re worth,” the governor said.Beshear also made another pitch for his plan for state-funded pre-K for every 4-year-old in Kentucky.Beshear criticized Cameron for supporting a Republican-backed measure to award tax credits for donations supporting private school tuition. The Kentucky Supreme Court struck down the measure last year. The governor and other opponents of the bill said the program would have diverted money from public schools. Supporters said the measure offered opportunities for parents who want new schooling options for their children but are unable to afford them.“He (Cameron) supports a voucher program that would take tens of millions of dollars out of our public school system," Beshear said. "Out of the paychecks of our educators, out of the resources that they need, and again send them to fancy private schools.”Cameron has proposed raising the statewide base starting pay for new teachers, saying it would have a ripple effect by lifting pay for other teachers. Cameron’s plan also would develop an optional, 16-week tutoring program for math and reading instruction.“We need leadership that’s going to catch our kids up,” Cameron said.The candidates were asked to weigh in on the targeted strikes by the United Auto Workers union at all three Detroit automakers. Beshear replied that “this isn’t an either-or. We need the UAW to come out in a strong place and Ford to come out in a strong place, too.”Ford is a major employer in Louisville with two assembly plants in Kentucky's largest city. Ford and its battery partner, SK Innovation of South Korea, are building twin battery plants outside Glendale in central Kentucky — a $5.8 billion megaproject landed during Beshear's tenure as governor.Cameron expressed support for the workers while saying he hopes for a swift resolution. He blamed the labor dispute on President Joe Biden's economic policies, part of his effort to nationalize the campaign by linking Beshear to the Democratic president — a well-used GOP strategy in red states like Kentucky.“We are in this mess because of the inflationary pressures that are coming from Washington, D.C.,” Cameron said.。
短短两个月,全球AI正在上演一场精彩的“反转”。一边是美国企业的账单里,中国大模型的集体出圈。据CNBC数据,以DeepSeek们为代表的中国开源模型已拿下OpenRouter平台美国企业Token用量的46%。另一边是巴西政府的AI基础设施大订单里,也出现了中国企业的身影。
B | 据路透社最新报道,巴西政府宣布了一项投资总额约为23亿雷亚尔(约合4.44亿美元)的AI投资计划,其中约13亿雷亚尔将用于里约热内卢的超级计算基础设施项目。而负责该项目的中国企业正是华为和科大讯飞,双方将联合巴西一起开发通用及行业领域的大语言模型。站在全球AI“向落地要价值”的关键路口,一个是中国开源模型性能持续逼近美国领先的闭源模型,一个是中国企业成为海外国家构建AI基建的新选择,如果将两件事放在一起看,很有意思。从API的性价比优势到应用加速走向全球,再到如今参与其他国家的AI底座建设,背后折射出的关键趋势是:今天的中国企业出海,正用系统性的AI能力,往纵深里走。
中国企业出海,当然不是新鲜话题。

C | 从代工和贸易出海的1.0时代,卖的是商品,赚的是人口红利,再到产业出海的2.0时代,电动车、锂电池、光伏“新三样”,赚的是产业链外溢的红利。而当下AI出海的3.0时代,中国企业开始卖AI能力。高盛在近期发布的最新研报里就提到,中国出海已经不再是商品本身,而是一种AI驱动、技术主导的工业能力,上起AI数据中心的电力基础设施,下至机器人与物理AI。此次华为和科大讯飞挺进巴西国家人工智能的合作目录,中国开源模型集体被海外开发者和企业高频深度使用,也印证了这一点。这说明,当前的中国AI出海,已不再是单个模型的刷榜出圈,更是真正中国AI能力的整体输出。你会发现,中国AI出海路径也很有特色,从来都不是用最前沿的技术建壁垒,而是思考如何将AI转变为一种公共普惠的能力?早在今年的世界人工智能大会(WAIC)上,中国就在积极推动这件事的落地。WAIC开幕当天,世界人工智能合作组织(WAICO)在上海宣布成立,创始签约国达29个,横跨亚、非、美、欧四大洲。而这个“AI朋友圈”的设立不是为了建设壁垒,而是推动人工智能朝着有益、安全、公平方向发展,防止技术差距而形成新的全球发展鸿沟。
此次巴西项目,也是WAICO成立后最快落地的国家级项目之一。巴西政府表示,该项目旨在提升本国AI计算能力和数据主权,降低对单一国家、单一企业或单一技术路线的依赖。从一个商品卖全球的“世界工厂”到深度参与世界AI基建的“AI工厂”,我们也能清晰地看到,中国AI出海正完成两大转变。第一个转变,是角色。从过去的出海淘金“卖便宜Token”,变成扎根当地建AI工厂、参与立标准。

D | 过去中国AI出海,卖的是调用次数,客户用完即走,随时可以被更便宜的模型替代。但造AI基建不一样。巴西《圣保罗页报》的报道就提到,华为和科大讯飞参与的项目将开发类似ChatGPT、Claude的大语言模型,并重点提升模型对葡萄牙语的支持能力,同时覆盖西班牙语应用。双方的协作不只是算力和模型层,华为和科大讯将提供从技术转移、研发以及人才培养等方面的合作,这意味着中国AI有机会长成当地AI产业的坐标系。第二个转变,是分工。从过去出海做资源整合商、赚辛苦钱的“AI包工头”转变为更清晰明确的AI产业分工。像在这次的巴西项目中,华为负责算力,提供底层算力基础设施,而科大讯飞负责安全,构建中层的模型构建和标准化的Token产品,上层再长出面向葡语世界的行业应用与服务。

值得一提的是,此次巴西人工智能规划里,还出现了“黄仁勋们”的身影。据巴西媒体报道,巴西政府还计划在东北部北里奥格兰德州建设另一套人工智能超级计算机,该设备将通过公开招标采购,美国英伟达预计将成为主要供应商。

E | 这也意味着,在巴西这片AI基建热土上,中国AI将和海外巨头一起坐上牌桌,同台“掰手腕”。“黄仁勋们”擅长用高举高打的封闭生态造“AI工厂”,此前他提出的“能源、芯片、基础设施、模型、应用”五层蛋糕正是如此,联合海外云厂商、模型厂商等大笔投资AI基建,构建这一模型生态闭环。客观而言,中国AI没有这样的资本厚度,但相反,走出了一条有限资源里长出来的接地气生态,华为和科大讯飞等中国AI企业,也早就备好了“三张牌”。第一张牌叫做全栈自主。

F | 华为和科大讯飞都构建了一套全栈自主可控的技术体系,双方也很早开始共建自主可控的生态,推出我国首个基于国产算力底座打造的星火大模型,牢牢掌握了从AI底层算力、核心算法、数据训练到上层应用的技术定义权。
科大讯飞董事长刘庆峰早在2025年就说过:“若不能加快解决国产自主可控人工智能产业生态薄弱、适配困难等问题,无异于‘在别人的地基上建高楼’。”而全栈自主的中国AI,出海有两大优势。一面是安全。中国AI从模型训练到推理应用的全流程自主研发,能保障AI基建中的安全可控,本地化的源头技术研发,让底层不用受制于人。另一面是成本。华为的算力和科大讯飞的模型和应用的一体化适配,从底层算力到应用,都进一步放大了中国AI的成本优势,让更多海外用户“用得上、用得起”AI。

G | 第二张牌则是场景深耕。早在1999年,华为就在巴西开设了拉美首家海外代表处,近三十年来,华为在巴西的投资建设已覆盖了能源、ICT基础设施、人才培养等领域,扎根底层刚需场景的华为,已是成为巴西数字化转型浪潮里最重要的“中国力量”之一。而和其他押注流量入口的AI企业,科大讯飞和华为一样,也是典型的“刚需场景深耕派”。本次合作中提到,科大讯飞将重点提升模型对葡萄牙语的支持能力,同时覆盖西班牙语应用,而这本身就和其多年沉淀的多语言、多模态核心底层技术相关。早在2025年9月,科大讯飞就曾基于全国产算力,为东盟地区专门训练了覆盖十种语言的星火多语言大模型底座。春节前夕发布的讯飞星火X2大模型能支持130余种语言互译,拉美、东盟区域重点语种翻译效果位居行业前列,专属星火语音同传大模型,中英文首字响应时间低至2秒,已达到人类高阶同传水平。

H |
不只模型的多语言能力,科大讯飞还持续将AI能力深度渗透教育、医疗、政法、汽车、央国企等产业侧“高合规、高门槛”的场景,中标金额与数量也长期保持全行业第一。据行业媒体「智能超参数」的统计,今年第二季度,科大讯飞再度实现了中标项目数量和中标金额上的双第一,在金融、通信、医疗、政务等行业获得较多项目。

I |
医疗、教育等场景本就是巴西等发展中国家AI最需扎根的刚需场景,中国AI也更懂此类场景需求,国内积累的场景经验能更快迁移至海外,还有一张容易被忽视的牌,是中国效率。相比发达国家,发展中国家缺乏AI资源优势,更理想的路径就是用有限的资源实现最佳的效果。而这恰恰是中国AI擅长的打法。华为被逼出来的半导体创新“韬定律”,讯飞星火大模型用更少的算力达到业界一流的效果。中国AI在算力受限和预算有限下,积累下强大的工程能力和交付能力,而这些都能进一步提升巴西等国的AI基础建设,用效率优势缩短AI发展鸿沟。
中国AI得到远远不止是一份巴西政府订单,而是出海的新想象。首先,借巴西打AI基建样板,中国AI可以积累AI出海的系统化经验。如前文所说,双方合作不仅是算力和模型,而是深入本地的人才培养和场景渗透。在这一过程中,包括科大讯飞在内的中国AI企业,每一次项目交付、每一个场景渗透、每培养一个本地工程师,都代表更深一步的出海本地化,未来中国AI可以更强的本地化能力、更灵活的商业策略和更快的产品迭代速度,拓展出海的深度和宽度。
事实上,中国AI出海也已经提速。科大讯飞最新半年报就显示,其公司境外营收同比增长160%,正形成公司收入增长的新曲线。其次,从输出商品到生产智能,为世界提供“中国AI选择”。刘庆峰多次强调,世界比以往任何时候都更需要中国提供人工智能的“第二种选择”。过去几十年,背靠世界工厂的优势,中国向世界输出的是普惠商品,而这一轮,以AI基建出海,输出更普惠的AI,将AI转化为看得见、摸得着的新型生产力。真正的技术全球化,从来不是标准的移植,而是价值的共生。

J | 这场扎根巴西的未来实践,既是中国企业出海的崭新起点,也给中国AII出海提供了参考路径。当智能不再被少数主体定义,多元的技术选择才能释放更大生产力,而中国AI,正为全球这场智能变革,注入自己的新发展思路。
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