The standoff between Anthropic and the Department of Defense escalated on Thursday when the artificial intelligence startup's CEO, Dario Amodei, said the company would cut ties with the government rather than lift restrictions on its AI model's usage. "We cannot in good conscience accede to their request," Amodei wrote in response to the Defense Department's demands to use the AI model for "all lawful purposes." The government has given Anthropic until 5:01 p.m. on Friday to answer its request to use mode ...

Amazon.com Inc. (NASDAQ:AMZN) and OpenAI announced a sweeping multi-year strategic partnership Friday morning, with Amazon committing to invest $50 billion in the ChatGPT maker, starting with an initial $15 billion, followed by another $35 billion when certain conditions are met. A New Layer For Cloud AIAt the heart of the deal is a jointly developed Stateful Runtime Environment powered by OpenAI’s models, set to be available through Amazon Bedrock. Unlike traditional cloud AI integrations, stateful environ ...

OpenAI has raised $110 billion in private funding, the company announced Friday morning, commencing one of the largest private funding rounds in history. The new funding consists of a $50 billion investment from Amazon as well as $30 billion each from Nvidia and SoftBank, against a $730 billion pre-money valuation. Notably, the round remains open, and OpenAI expects more investors to join as it proceeds. “We are entering a new phase where frontier AI moves from research into daily use at global scale, ...

OpenAI于2月27日宣布，其获得了1100亿美元的新投资，公司估值达到7300亿美元。其中亚马逊投资500亿美 元，英伟达及软银各投资300亿美元。此外，OpenAI还与亚马逊达成战略合作伙伴关系，并与英伟达达成了下 一代推理计算的合作。 上证报中国证券网讯 OpenAI于2月27日宣布，其获得了1100亿美元的新投资，公司估值达到7300亿美元。其中 亚马逊投资500亿美元，英伟达及软银各投资300亿美元。此外，OpenAI还与亚马逊达成战略合作伙伴关系， 并与英伟达达成了下一代推理计算的合作。 ...

算力基础设施是此次合作的另一大核心。双方将现有的380亿美元多年期协议大幅追加1000亿美元，并 将合作期限延长8年。OpenAI承诺将通过AWS基础设施消耗约2吉瓦(GW)的Trainium定制AI芯片算力， 以支撑其高级工作负载。该计划不仅涵盖当前的Trainium3芯片，还包括预计于2027年交付的Trainium4 下一代芯片，这表明OpenAI正在大规模采用亚马逊的自研硅片生态。 此外，合作协议还向下游应用端延伸。OpenAI将协助亚马逊开发定制化模型，供亚马逊内部开发者用 于其直接面向消费者的应用程序和AI智能体中。这些定制能力将与亚马逊自有的Nova系列模型形成双 线互补，进一步扩充其C端产品的技术储备与服务能力。(作者/于雷) 在核心技术与云服务分发方面，亚马逊云科技(AWS)将成为OpenAI Frontier企业级平台的独家第三方云 分发提供商，为企业提供构建、部署和管理AI智能体团队的能力。同时，双方正联合开发基于OpenAI 模型的有状态运行环境(Stateful Runtime Environment)。该环境将直接接入Amazon Bedrock服务，预计于 未来几个月内正式上线， ...

要点速览 OpenAI表示，其最新一轮融资已筹集1100亿美元。 OpenAI周五宣布， 亚马逊 投资500亿美元，英伟达投资300亿美元， 软银 投资300亿美元。 OpenAI持续快速增长，但这家AI巨头正面临来自Anthropic和 谷歌 日益激烈的竞争。 尽管OpenAI继续在消费级AI市场保持领先，但也面临着来自谷歌Gemini日益激烈的竞争，并正努力加 强其面向企业市场的产品供应——其竞争对手Anthropic在该领域已取得先发优势。 消息人士称，OpenAI预计其2030年总收入将超过2800亿美元，其中消费者和企业业务贡献几乎持平。 由于信息未公开，消息人士要求匿名。 OpenAI的这轮融资是历史上规模最大的私募融资，也创下了晚期科技公司估值的新高。OpenAI去年首 次以由软银领投的400亿美元融资打破了纪录。其竞争对手Anthropic以300亿美元的最近一轮融资紧随 其后，而xAI最近一轮融资额为200亿美元。 OpenAI已完成一轮1100亿美元的融资，其规模是一年前创下私营科技公司纪录的上轮融资的两倍多。 OpenAI在周五的一份新闻稿中表示，亚马逊投资500亿美元，英伟达投资300 ...

Amazon Web Services will be the exclusive third-party cloud distribution partner for OpenAI Frontier. ...

这些有状态开发者环境将针对在 AWS 基础设施上优化运行进行训练，并与 Amazon Bedrock AgentCore 及基础设施服务深度集成，确保客户的 AI 应用和智 能体能够与在 AWS 中运行的其他基础设施应用协调一致。该环境预计在未来数月内正式推出。 据介绍，AWS 将成为 OpenAI Frontier 平台的独家第三方云分发提供商，随着各行业对 AI 部署需求的加速，此举将扩大对 OpenAI 最先进企业平台的访问。 Frontier 平台使组织能够构建、部署和管理 AI 智能体团队，这些智能体可在真实业务系统中运行，具备共享上下文、内置治理和企业级安全特性，且无需 管理底层基础设施。 IT之家 2 月 27 日消息，OpenAI 与亚马逊今日宣布达成一项多年期战略合作伙伴关系。 作为合作的一部分，亚马逊将向 OpenAI 投资 500 亿美元（IT之家注：现汇率约合 3426.18 亿元人民币），初期投入 150 亿美元，后续在满足特定条件后于 未来数月内追加 350 亿美元。 双方将联合开发基于 OpenAI 模型的"有状态运行时环境"（Stateful Runtime Environme ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent investors, including Bill Gates and Warren Buffett, recognize AI as a significant technological advancement with the potential for substantial social benefits [8] Market Trends - The AI ecosystem is expected to reshape how businesses, governments, and consumers operate globally, indicating a paradigm shift in various sectors [2] - The enthusiasm for AI is reflected in the investments and partnerships being formed by major companies, such as Oracle's collaboration with Nvidia [8]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 据报道，亚马逊将向OPENAI投资500亿美元。 风险提示及免责条款 ...