亚马逊于本周三证实，负责通用人工智能(AGI)业务的高管Rohit Prasad将于今年年底离职。亚马逊首席 执行官安迪贾西在一篇博客文章中表示，作为人事调整的配套举措，公司将对通用人工智能部门进行重 组，并入规模更庞大的新部门。该新部门还将涵盖芯片研发团队与量子计算团队，由亚马逊云计算部门 资深副总裁、已为公司效力27年的Peter DeSantis出任负责人。(新浪财经 ...

Dec 17 (Reuters) - Data center real estate investment company Fermi on Wednesday denied a report ​that said Amazon was a prospective tenant and ‌that it withdrew funding from the company's project. Business Insider ‌reported earlier in the day that Amazon has been in talks to become the "first tenant" at Fermi America's Texas data centers, citing the data center's top ⁠boss Toby Neugebauer. The ‌report also stated that the talks between Fermi and the tenant remained "constructive", ‍and that the ending ...

Core Insights - Amazon has withdrawn funding from REIT Fermi's large-scale data-center project, as reported by Business Insider, citing CEO Toby Neugebauer [1] Company Summary - Amazon was identified as the prospective tenant for the data-center project [1] - The withdrawal of funding indicates a significant shift in Amazon's investment strategy regarding data centers [1] Industry Summary - The decision by Amazon may impact the data center real estate investment trust (REIT) sector, particularly for Fermi [1] - This event highlights potential volatility in the data center market, influenced by major players like Amazon [1]

从财报数据来看，亚马逊（Amazon, AMZN）的表现可圈可点。人工智能热潮持续发酵，上季度云计 算业务增速加快，同比增幅达到 20%；营收与利润双双创下历史新高。 目前，公司市值达 2.4 万亿美元，市盈率略高于 32 倍。整体而言，财报数据表现优异，展现出一家健 康成长的企业面貌。但问题在于，所有财务数据与报告反映的都是过去的业绩。而投资股票，看的不是 过去的辉煌，而是未来的预期 —— 且这些预期往往与历史数据毫无关联。 人工智能算力需求爆发的始末 首先，让我们把时间拉回 2023 年，也就是人工智能热潮的起点。彼时，人工智能作为云计算领域的全 新应用场景，催生了该行业的爆发式增长，而当时科技巨头们的算力储备，根本不足以满足激增的市场 需求。 分析师将这一轮需求拆解为两大组成部分： 第一，随着人工智能技术的问世，数千家企业纷纷开始开发面向智能设备的新应用，同时对现有应用进 行人工智能化改造。想必你也注意到，过去几年里，应用商店（App Store 和谷歌应用商店）中涌现出 了大量新应用。而这些应用的运行，正是云计算需求的核心来源。这些企业基本不会自建数据中心，而 是选择在云计算市场租赁算力。 更需注意的 ...

HEY I'M CRAMER. WELCOME TO MAD MONEY. WELCOME TO CRAMERICA.OTHER PEOPLE MAKE FRIENDS I'M JUST TRYING TO SAVE A LITTLE BIT OF MONEY OUT HERE. MY JOB IS NOT JUST TO ENTERTAIN BUT TO PUT IT IN CONTEXT. SO CALL ME AT ONE 807.43 CNBC OR TWEET ME AT JIM CRAMER. WHEN I WAS RUNNING THE STREET. COM, THE ONLINE NEWS JOURNAL I STARTED IN 1995, I FOUND OUT HOW HARD BUSINESS COULD BE.HARDLY A QUARTER WENT BY WHERE WE COULD MEET OUR QUOTA FOR AD REVENUE, WHICH IS WHY WE SET UP MORE STABLE SUBSCRIPTION BUSINESS TO CUSHION ...

Core Viewpoint - The article discusses the potential risks and concerns surrounding recent investment deals in the AI sector, particularly focusing on OpenAI and its relationship with Amazon, suggesting that these deals may resemble problematic financial practices from the dot-com era [5][19]. Investment Deals - OpenAI is reportedly in talks to raise at least $10 billion from Amazon, which would be used to purchase Amazon's AI chips, raising questions about the sustainability of OpenAI's financial health given its stretched balance sheet [7][8]. - The nature of the deal is compared to "lazy Susan deals," where funds are cycled back to the investor in a way that may not reflect genuine financial health [19][24]. Market Reactions - The Dow dropped 228 points, the S&P fell 1.16%, and the NASDAQ declined 1.81%, indicating a negative market sentiment towards tech stocks, particularly those involved in AI [6]. - Oracle's stock has significantly declined, falling over 5% to around $178, down from an all-time high of $345, as concerns about its relationship with OpenAI grow [16]. Financial Discipline - Blue Owl Capital has refused to back a $10 billion deal for an Oracle data center, highlighting a trend towards more disciplined investment strategies in the face of inflated valuations and risky deals [12][13]. - The article emphasizes the need for financial discipline in the industry, suggesting that companies should avoid reckless spending and focus on sustainable growth [22]. Valuation Concerns - There is skepticism about OpenAI's $500 billion valuation, with indications that the AI market may be becoming commoditized and that OpenAI lacks a competitive moat around its flagship product, ChatGPT [11][20]. - The article suggests that the AI industry may need to reassess the value of companies like OpenAI if financial discipline is exercised across the board [21].

Key Points - Apple is in talks with Indian semiconductor manufacturers to assemble and package iPhone chips in India, marking a shift from just final assembly to more complex semiconductor packaging [4][5] - Tencent has upgraded its large model research architecture, establishing new departments to enhance its AI capabilities, with a former OpenAI researcher appointed as chief AI scientist [7][8] - Xiaomi's new model, MiMo-V2-Flash, was launched by "genius girl" Luo Fuli, achieving a top 2 ranking among global open-source models [12] - MiniMax and Zhiyu have passed the Hong Kong Stock Exchange hearing, aiming to become the first publicly listed large model companies [21][22] - Neta Auto has established a new company named "Qianhe Auto" for restructuring purposes amid financial difficulties [24][25] - OPPO's executive shared a humorous experience of meeting a fan while undergoing dental surgery, highlighting the company's engagement with consumers [27][28] - Meta is planning layoffs in its metaverse department, reallocating resources towards AI smart glasses due to better market performance [44][45] - BYD has commenced comprehensive testing of its L3 autonomous driving technology, having completed over 150,000 kilometers of road validation [34] - Xiaomi plans to invest approximately 400 billion yuan in R&D in 2026, as part of a larger 2 trillion yuan investment over the next five years [40][41] - iRobot has entered bankruptcy and is being acquired by its main manufacturer, Sunkwan Group, which will retain the iRobot brand and continue operations in China [39][40]

Amazon pulled out of talks to be the first tenant for Fermi Inc.’s massive artificial intelligence data center facility in West Texas, Business Insider reported https://t.co/hQ0VR8L8Tc ...

【导读】甲骨文大跌引发大型科技股集体下挫，纳指跌超400点 中国基金报记者 储是 隔夜美股市场三大指数集体收跌，纳指跌近2%。据市场消息，甲骨文的主要投资方退出了其一个数据 中心项目，引发市场担忧。 纳斯达克指数跌近2% 美东时间12月17日（周三），美股三大指数集体收跌。截至收盘，道琼斯指数下跌0.47%，标普500指 数下跌1.16%，纳斯达克指数下跌1.81%。 据美联社分析，人工智能相关股票进一步下跌，拖累美国股市走低，投资者仍然质疑股价是否过高，以 及公司对人工智能的巨额投资能否带来足够的利润和生产力。此外，一些公司背负的巨额债务也令人担 忧。 | 美股指数 ビ | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 47885.97 | 22693.32 | 6721.43 | | -228.29 -0.47% | -418.14 -1.81% | -78.83 -1.16% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7501.36 | 24735.00 | 6786.50 | | -54.97 -0.73% | -404. ...

The Information：OpenAI已讨论以约7500亿美元的估值筹集数百亿美元，最高可能达1000亿美元。 https://t.co/SXPK5XnlhR外汇交易员 (@myfxtrader):The Information：OpenAI正与亚马逊谈判，拟从亚马逊融资至少100亿美元，并使用亚马逊的AI芯片。其中一位知情人士说，估值将超过5000亿美元。 https://t.co/oBsiJ9jx1k ...