Group 1: AMD and Meta Deal - Advanced Micro Devices (AMD) has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years, allowing Meta to purchase as much as 10% of AMD [1][9] - AMD will supply six gigawatts' worth of chips to Meta, starting with one gigawatt of the forthcoming MI450 flagship hardware in the second half of this year [10] Group 2: OpenAI Partnerships - Amazon is considering an investment of around $10 billion in OpenAI, with discussions remaining fluid [1] - Walt Disney plans to invest $1 billion in OpenAI, allowing the use of its characters from franchises like Star Wars and Marvel in the Sora AI video generator [2] - OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors [3] - AMD has also agreed to supply AI chips to OpenAI in a multi-year deal, which includes an option for OpenAI to buy up to roughly 10% of AMD [4] - Nvidia is set to invest up to $100 billion in OpenAI and supply data center chips, establishing a financial stake in the company [5] - Oracle has signed a significant cloud deal with OpenAI, expected to involve $300 billion in computing power over about five years [6] - CoreWeave signed a five-year contract worth $11.9 billion with OpenAI [7] Group 3: Stargate Datacenter Project - The Stargate project is a joint venture between SoftBank, OpenAI, and Oracle to build data centers, with an investment of up to $500 billion for AI infrastructure [8]

As it always does following each quarter, Berkshire Hathaway recently disclosed the stocks it held in its massive equities portfolio at the end of the fourth quarter of 2025. This is a particularly special filing for followers of Berkshire because it will ultimately be the last quarter that Warren Buffett was CEO of the company he led for over six decades and built into one of the greatest wealth-generating machines in history. While Buffett will remain chairman of the board of directors, the 95-year-old ...

高盛表示，令投资者将们颇感意外的是，美股市场的金融股是净卖出规模最高的板块，而能源、医疗保 健与必需型消费品等长期以来的避险型防御板块的最新仓位则显示出现最大规模净买入。不过该机构未 将金融板块进一步细分为子类别。 "尽管从全球市场、美国以及欧洲市场的角度来看，半导体与软件之间的对冲基金仓位差距仍然非常极 端且严重拉伸，但这种轮动似乎放缓了，或出现了一些逆转，"摩根大通的这份报告显示。 该机构表示，在前一周遭遇创纪录规模的巨额抛售之后，美股市场的软件股标的确实出现了一些买盘净 回流，但未对该比较给出具体时间范围。 另一华尔街金融巨头高盛近日发布的客户投资说明则显示，从截至2月14日的当周之后，对冲基金投资 机构们的杠杆率有所上升，并接近一年以来的最高水平。与此同时，聚焦杠杆策略的对冲基金们杠杆率 回升接近一年高位，往往意味着一旦宏观/关税/地缘再出"显著噪音"，回撤也会更陡。 该客户说明称，全球股票市场的截至2月19日当周的最新净卖出规模已升至自美国总统唐纳德·特朗普去 年4月宣布一连串进口关税以来的最高水平。 智通财经APP获悉，华尔街金融巨头摩根大通(JPM.US)周二发给客户们的一份研究报告显示，有着" ...

自家AI编码助手在处理客户系统时，自主决策"删除并重建整个环境"为最优方案，并导致宕机13小时？ 近日，有媒体报道称，亚马逊核心业务板块AWS（Amazon Web Services，亚马逊云计算服务）曾在2025年年末出现一次持续13小时的宕机事件，且 与其自家的人工智能编程助手Kiro有关。报道称，AWS贡献了亚马逊约六成营业利润。另有匿名员工透露，公司要求80%的开发者每周至少一次使 用AI完成编码任务，并密切追踪采用情况。 事件曝出后，亚马逊当天即发表声明，并通过多家媒体反复强调"这是用户错误"——具体系访问权限（IAM角色）配置不当，而非AI错误；同时称 事件影响"极为有限"，未波及核心计算、存储、数据库或AI服务，也未收到客户投诉。 事件曝光后，科技圈在社交平台掀起"玩梗"热潮，同时也再次将"Agentic AI（代理式AI）"在生产环境中的安全风险推至聚光灯下。 "当平台提供具备高度自主性的Agentic AI时，应承担安全设计与风险提示义务。试图仅以用户配置失误来豁免技术提供方责任，忽视了平台作为服 务提供者在风险预防中的主体作用。"中国政法大学教授、联合国高级人工智能咨询机构专家、《人工智能 ...

Would you be shocked to learn that Amazon (NASDAQ: AMZN) stock has underperformed the broad market indices over the past five years? That's right: Even though the mega-technology company keeps posting impressive growth figures, it is only up 23% cumulatively from five years ago. The S&P 500 (SNPINDEX: ^GSPC) has produced a total return of 88% over that same time frame. Amazon's stock has underperformed the index due to investor concerns about losing the race in artificial intelligence (AI), large capital ...

⑦【联邦快递起诉美国政府，要求全额退款关税费用】当地时间2月23日，据媒体报道，联邦快递正在 起诉美国政府，要求全额退还该公司已缴纳的所有关税。联邦快递的律师在周一提交给纽约国际贸易法 院的诉状中表示："原告要求被告全额退还原告已向美国缴纳的所有IEEPA关税"。 ⑧【苹果公司宣布计划今年在美国生产部分新款Mac电脑】当地时间2月23日，苹果公司首席运营官萨 比赫·汗在接受媒体采访时表示，苹果今年部分Mac Mini将在美国本土生产。新的制造工作将于今年晚 些时候在休斯顿北部的富士康工厂启动。截至发稿，苹果上涨0.23%。 ②【亚马逊将投资120亿美元在路易斯安那州建设数据中心】当地时间2月23日，亚马逊宣布，将投资 120亿美元在路易斯安那州西北部建设最先进的数据中心园区，以支持云计算技术的发展。该项目是一 项横跨多地点的协调投资，旨在促进区域经济发展。这项投资计划预计将在亚马逊数据中心创造540个 全职工作岗位，并为当地社区带来1710个全职等效岗位。 ④【Anthropic今晚举行Claude产品发布会】北京时间今晚十点半，人工智能初创公司Anthropic将举行在 线直播活动，展示其AI助手Claud ...

Core Insights - Nokia and AWS have launched the first agentic AI-powered 5G-Advanced network slicing solution, enabling telecommunication providers to deliver premium services dynamically based on real-world conditions [1][2][4] Group 1: Technology and Innovation - The agentic AI slicing solution utilizes real-world internet data to enable adaptive network slicing, enhancing service delivery for telecommunications providers [2][5] - This innovation allows for autonomous adjustments to network performance during unpredictable events, optimizing resource utilization and service quality [3][6] - The solution integrates Nokia's advanced network slicing capabilities with AWS's AI technologies, transforming network slicing into a business enabler for operators [4][9] Group 2: Applications and Use Cases - The agentic AI-powered slicing can support various applications, including critical services in manufacturing, IoT, smart cities, and emergency response [6][7] - It enhances network performance for premium customers during high-demand events, ensuring quality service for applications like gaming and streaming [6][7] - The solution is designed to anticipate customer needs and deliver tailored services across diverse use cases, from mission-critical applications to immersive entertainment [8][10] Group 3: Collaboration and Market Impact - du and Orange are the first telecommunications providers to pilot this innovative slicing solution in their networks [1][5] - The collaboration aims to unlock new revenue streams for operators by enabling real-time, intent-based service provisioning [4][11] - The integration of agentic AI with existing infrastructure allows for flexible and scalable network operations, enhancing overall service delivery [11]

Core Insights - Nokia and AWS have launched the first agentic AI-powered 5G-Advanced network slicing solution, enabling telecommunication providers to deliver premium services dynamically based on real-world conditions [1][2][4] Group 1: Innovation and Technology - The collaboration combines Nokia's advanced network slicing with AWS AI technologies, allowing for adaptive network slicing that responds intelligently to various conditions [2][10] - The agentic AI analyzes real-world data such as traffic, events, and locations to optimize network performance and service delivery [2][11] - This innovation aims to transform network slicing from a technical capability into a business enabler, allowing operators to monetize their 5G investments through differentiated services [4][10] Group 2: Use Cases and Applications - The agentic AI-powered slicing can be applied across various sectors, including manufacturing, IoT, smart cities, and emergency services, enhancing service quality during critical situations [6][8] - It supports on-demand slicing for premium 5G services, ensuring quality during traffic surges and emergencies, thus improving connectivity for first responders [6][12] - The solution is designed to optimize network performance for high-demand events, such as concerts and sporting events, by adjusting slicing policies based on real-time data [7][9] Group 3: Industry Impact - The innovation is expected to unlock new revenue streams for telecommunication providers by enabling real-time, intent-based service provisioning [4][5] - Companies like du and Orange are among the first to pilot this solution, showcasing its potential to enhance customer experiences and operational efficiency [8][9] - The integration of agentic AI with existing infrastructure allows for scalable and flexible network operations, crucial for modern telecommunications [12]

Amazon.com Inc. (NASDAQ:AMZN) announced a $12 billion investment in northwest Louisiana on Monday. The investment is earmarked for the development of data centers, which are projected to generate 540 full-time positions and support an additional 1,710 full-time equivalent roles in the community.The investment will be spread across Caddo and Bossier Parishes, stimulating regional economic activity. The data centers will cater to cloud computing technologies, offering job opportunities for electricians, HVAC ...

导读 引言 AI的全球性投资浪潮正在重塑科技行业的结构，也重塑着资本市场的逻辑。以大模型、算力基础设施和数据中心建设 为核心的AI链，形成了自2008互联网以来最强烈的一轮跨周期资本累积。巨头之间的资本开支竞赛不断刷新纪录，从 NVIDIA的GPU出货与企业市值，到微软、亚马逊、谷歌争相投建的超大规模数据中心，再到初创公司围绕模型、 Agent与新型AI服务，展现出一种技术突破叠加资本挤兑式投入的发展结构。与传统科技周期不同，这一轮投资不仅规 模更大、节奏更密集、折旧周期更短，也构成了一个容易产生系统性风险的正反馈循环。在未来收益充满不确定性的 背景下，AI产业仿佛踩在红利与成本现实的双轨之上，推动市场在繁荣与泡沫之间不断摆动，债务与融资结构也逐渐 复杂化：为支撑数据中心和算力扩张，银行、ABS与企业债等多渠道快速扩张，放大了利率与信用风险的传导路径。 01 AI投资的系统梳理 (一) 历史进程 AI投资热潮的发展历程可以大致分为几个阶段。 5、2021年至今，生成式AI的快速发展进一步引爆了新一轮投资热潮。OpenAI发布的ChatGPT引发全球关注，推动企 业和投资者加大对生成式AI及相关基础设施的布局。 ...