On December 5, Lu Weibing, partner and president of Xiaomi Group, revealed on social media that the company's AI large model business had seen a month-over-month growth rate of over 50% in the past four quarters. The progress has "exceeded the board's expectations," and he announced that integrating AI with the "real world" would be the core strategy for the next ten years. Meanwhile, Xiaomi officially launched a global talent recruitment plan, with a single position salary cap reaching the level of millions of yuan, aiming to "quickly fill the gap in top-tier large model talents."
Core members of DeepSeek join, MiMo team comes into focus
- Luo Fuli, a core member of the original DeepSeek founding team and the author of the MoE architecture, has confirmed joining Xiaomi, directly reporting to Lei Jun
- Her "Xiaomi MiMo" large model team is responsible for foundational models and edge deployment. Recently, they have published three papers on arXiv, focusing on efficient inference and multimodal alignment
- Internal goals include 128K context, mathematical reasoning, and code generation, with a plan to release a trillion-parameter version in Q2 2025
First public roadmap of the "AI + Reality" strategy
- Edge side: Three lines running in parallel - smartphones, cars, and smart home devices. The MiMo model will be embedded in the new澎湃OS 2.0, supporting offline intent recognition and cross-device task handover
- Cloud side: Xiaomi's cloud GPU pool will expand to 100,000 cards by year-end, with key investments in Agent, AIGC, and multi-modal voice
- Data flywheel: 820 million IoT devices plus 150 million monthly active car users. "Hardware as a data entry point" is considered the biggest moat internally
Million-yuan salaries + unlimited budget, talent war intensifies
- Resume screening directly goes to Lei Jun's office, with four recruitment tracks: algorithms, frameworks, chips, and data engineering
- Compensation package includes cash and stock, with top scientists earning up to 10 million yuan annually, matching the level of OpenAI and Google Brain
- Internal OKR: Build an "AI-native hardware ecosystem" within three years and enter the top tier of large models within five years
Market reaction and industry analysis
- On the day the news was released, Xiaomi's Hong Kong stock surged more than 8%, with its market value returning to 600 billion Hong Kong dollars
- Analysts believe that Xiaomi has the world's largest consumer IoT pool. Once the edge-side model matures, the cost of data feedback is far lower than that of pure cloud companies. The "hardware subsidizing models" approach may reshape the industry's cost structure
Lu Weibing said at the end of the interview: "AI is no longer just a KPI for the software department but a core strategy for the group. We welcome any geeks who are willing to bring AI into the real world to join us." With the expansion of the MiMo team and the imminent release of the trillion-parameter model, it remains to be seen whether Xiaomi can quickly overtake by leveraging the "device + data + model" closed loop.


