科技史上第二大私募融资就在今天诞生了，Anthropic宣布完成300亿美元G轮融资，投后估值达到3800亿美元。 可就在Anthropic沉浸在融资和IPO筹备的高光时刻时，谷歌的姚顺宇发布了一条推文，称Gemini 3 Deep Think迎来重大升级。 谷歌为其开发了一个代号为Aletheia的数学研究agent，能够自主解决开放数学问题。还能自我迭代和验证。 最关键的是，它知道自己什么时候犯错，什么问题解决不了。 不仅如此，Gemini 3 Deep Think在Codeforces Elo的评分达到了3455，超越全球99.992%的人类程序员。 这份投资者名单本身就是一份AI圈的封神榜。 在这场融资狂欢的背后，Anthropic和OpenAI也都在为2026年下半年IPO做准备，这将会是今年的重头戏。 根据Anthropic的融资公告，这家公司的年化营收已达140亿美元，80%来自企业客户，Claude Code单品的年化营收就突破25亿美元。 这为Anthropic上市增添了不少底气。 第一名仍然是OpenAI在去年创下的400亿美元记录。 领投方新加坡主权财富基金GIC和对冲基金Coatue， ...

Core Viewpoint - Major tech companies like Amazon, Microsoft, and Alphabet (Google's parent) are trying to reassure investors about the profitability of their AI investments, but investor patience is waning as capital spending plans for 2026 increase [1] Group 1: Company Insights - Amazon, Microsoft, and Alphabet have been actively communicating their strategies and expectations regarding AI development to investors [1] - The companies are facing challenges as the market's tolerance for high capital expenditures diminishes [1] Group 2: Industry Trends - The overall trend in the tech industry indicates a growing concern among investors regarding the return on investment from AI initiatives [1] - Capital spending plans for 2026 are projected to rise, which may further strain investor confidence [1]

猝不及防，谷歌DeepMind又放大招了！ 今天，Gemini 3 Deep Think重磅升级， 几乎刷爆全领域的SOTA ，标志着AI推理能力进入了全新维度。 （ SOTA： State-of-the-Art的缩写，当前公开可验证的最优技术、方法、模型或产品） 来源：新智元(AI_era) （姚顺宇参与了Gemini 3 Deep Think。 去年10月，清华物理系传奇特奖得主姚顺宇离职Anthropic，加盟谷歌DeepMind） 这一次，在科学研究和硬核工程领域， Deep Think堪称一个「最强大脑」 。 它可以将草图渲染成一个高保真、实用的3D笔记本电脑支架图，并直接将其打印出来。 新版Deep Think的实力究竟有多恐怖？ 在编程界，它刷出了3455 Elo的惊人分数，达到世界冠军级的水准，冲入了Codeforces比赛人类TOP 10！ 也就是说， 全球只有7人击败了Gemini 3 Deep Think ，一年前，最强o3也仅拿下2727 Elo。 谷歌VP晒出这个副项目，最终的成品是这样子的。 | - Top rated | | | | --- | --- | --- | | # | ...

2月13日，谷歌发布Gemini 3 Deep Think推理增强版本，这一"推理模式"专为科学研究和工程应用设计，旨在拓展智能系统在复杂任务中 的能力边界。 新版本在Gemini 3架构基础上升级了推理机制，引入"推理时计算"（Inference-time Compute），能够在处理复杂逻辑和系统级问题时进行 多步骤推演，同时提高结构一致性验证和工程任务求解的准确性。 考虑到Deep Think在处理问题时需调用庞大的后台算力资源，谷歌设定了差异化的付费规则： 对于追求极致产出的个人专业用户，Deep Think已正式纳入最高档的Google AI Ultra 计划。订阅者需支付249.99美元/月（约合人民币 1800 元），即可享受不限次数的深度推理权限、30TB超大存储空间以及算力响应的最高优先级。 面向开发者和企业的API接入，按使用量计费：输入百万tokens收费2美元，输出百万tokens收费12美元。 01 智力基准：从算法奥赛到前沿物理的全面登顶 Gemini 3 Deep Think的技术原型曾在2025年7月的国际数学奥林匹克竞赛（IMO 2025）中一战成名。 当时，该模型在4.5小 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，资管巨头贝莱德递交了截至2025年12月31日的第四季度持仓报告(13F)。 从持仓比例变化来看，前五大买入标的为：谷歌-A、谷歌-C、礼来、美光(MU.US)、苹果。 据统计，贝莱德第四季度持仓总市值为5.92万亿美元，上一季度总市值为5.71万亿美元，环比增长3.67%。该基金在第四季度的投资组合中新增了247只个 股，增持了3309只个股，减持了1546只个股，清仓了165只个股。其中前十大持仓标的占总市值的30.41%。 前五大卖出标的包括：标普500ETF-SPDR CALL(SPY.US.CALL)、ServiceNow(NOW.US)、Strategy(MSTR.US)、AT&T(T.US)、Kellanova (原股票代码：K， 现已退市)。 | 2025-12-31 | | | --- | --- | | 13F Activity | | | Market Value | $5.92t, Prior: $5.71t | | Inflows (Outflows) as % of Total MV | +1.4793% | | New P ...

Core Insights - The article highlights the performance and outlook of several companies, including Alphabet Inc., Caterpillar Inc., T-Mobile US, Inc., and Onfolio Holdings, Inc., based on recent research reports from Zacks Equity Research [2][4][10][13]. Alphabet Inc. (GOOGL) - Alphabet's shares have outperformed the Zacks Internet - Services industry over the past six months, with a growth of 53.1% compared to the industry's 45.7% [4]. - The company is experiencing accelerated growth in AI infrastructure, Google Cloud, and Search, with Google Cloud reporting a backlog of $240 billion, up 55% sequentially [4][5]. - Alphabet has over 325 million paid subscriptions across its consumer services, with significant adoption of Google One and YouTube Premium [5]. - The launch of personal intelligence in AI Mode and the Gemini app is expected to enhance Alphabet's prospects, although competition in cloud computing remains a concern [6]. Caterpillar Inc. (CAT) - Caterpillar's shares have outperformed the Zacks Manufacturing - Construction and Mining industry, increasing by 88.8% over the past six months [7]. - The company returned to earnings growth in Q4 2025, with a modest increase of 0.4% after five quarters of declines, despite ongoing tariff headwinds projected to impact $2.6 billion in 2026 [8]. - A record backlog of $51.2 billion is expected to support future sales, with growth driven by rising construction activity and steady commodity demand [9]. T-Mobile US, Inc. (TMUS) - T-Mobile's shares have underperformed the Zacks Wireless National industry, declining by 16.2% over the past six months [10]. - The company reported strong Q4 2025 results, exceeding Zacks Consensus Estimates, driven by significant growth in service revenues and postpaid net customer additions [11]. - In Q4, T-Mobile added 2.4 million postpaid net customers, with a bullish outlook for fiscal 2026 supported by efficient capital management [12]. Onfolio Holdings, Inc. (ONFO) - Onfolio's shares have underperformed the Zacks Internet - Commerce industry, with a decline of 52.7% over the past six months [13]. - The company is facing persistent net losses and rising SG&A expenses, with challenges related to heavy amortization from acquisitions and increasing debt [13][14]. - Despite these challenges, Onfolio is experiencing solid revenue and gross margin expansion, driven by a diversified portfolio and growth in recurring service contracts [15].