据The Information报道，OpenAI首席执行官Sam Altman宣布拉响"红色警报"，将调配更多内部资源以加 速改进ChatGPT，同时延迟其他项目的推进。 The Information援引一份内部备忘录报道称，Altman周一要求对ChatGPT进行"突击式"升级，同时推迟 自主式AI代理和广告等其他工作。尽管Altman未明确说明需优先处理哪些修复事项及原因，但The Information指出他近期曾告诫员工，谷歌在人工智能领域的强势回归可能给OpenAI带来暂时性的经济挑 战。 The Information援引一份内部备忘录报道称，Altman周一要求对ChatGPT进行"突击式"升级，同时推迟 自主式AI代理和广告等其他工作。尽管Altman未明确说明需优先处理哪些修复事项及原因，但The Information指出他近期曾告诫员工，谷歌在人工智能领域的强势回归可能给OpenAI带来暂时性的经济挑 战。 该报道凸显了AI巨头之间竞争的激烈程度，整个行业正努力说服华尔街，它们投入该技术的大量资金 终将带来回报。Alphabet Inc．的谷歌上月发布AI模型Gemini 3，因其推 ...

The release of Google's updated Gemini 3 AI model last month has driven user growth. It has also prompted OpenAI CEO Sam Alman to reportedly declare a quote code red to improve the quality of its chatbot chat GPT. Our next guest says that has also touched off a civil war within AI further carving a divide between those supporting the Google complex and the open AI complex.Joining me now Michael O Jones training chief market strategist. Mike, great to see you again. Thanks for sticking with us.So, you know, ...

Waymo is in expansion mode as competitors fail to get fully autonomous vehicles (without a safety driver) on the road. In this podcast, Motley Fool contributors discuss Waymo's approach and whether there's a sustainable lead in autonomy.In this podcast, Motley Fool contributors Travis Hoium, Rachel Warren, and Jon Quast discuss:Waymo's dominance.Can Waymo bring costs down?AV stocks to watch.The future of ride-sharing.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center ...

■李春莲 近期，谷歌自研的人工智能（AI）芯片张量处理单元（TPU）宣布对外供货，此举推动公司市值一度逼 近4万亿美元，并因此被市场称为"AI新王"。这一突破被市场解读为对英伟达图形处理单元（GPU）主 导地位的挑战，为处于迷雾中的AI产业注入了新动能，也为市场带来了新的选择和竞争活力，标志着 AI产业正从一个相对集中的格局，向更加多元化的方向发展。 笔者认为，可以从以下三个方面看谷歌此举对AI产业的影响。 从技术路线来看，这揭示了AI产业的健康进化方向。 谷歌TPU对外供货的商业化破冰，并非简单的产品竞争，更像是AI硬件领域的一次"鲇鱼效应"，进一步 激活了AI市场，推动算力加速迈向多元共生的新生态。健康的技术进化是打造相互支撑的技术体系， 这也是"AI新王"带给行业的核心启示。对于整个AI产业而言，这降低了对单一供应商的依赖，通过技术 路线竞争倒逼行业创新加速，推动技术进步和成本下降，最终惠及产业链所有参与者，为AI产业提供 最坚实的基础。 硬件作为AI技术落地的核心载体，其成熟度直接决定产业进化的深度与广度。硬件的算力支撑让"一切 硬件皆有AI"从概念变为现实，正如PC行业经历互联网变革后的进阶，AI硬 ...

The robotaxi fight just stopped being polite. The debate is no longer about whether autonomy works — the question now is who owns the economics of the future ride-hailing market. And as Tesla Inc (NASDAQ:TSLA) , Alphabet Inc‘s (NASDAQ:GOOG) (NASDAQ:GOOG) Waymo, and Uber Technologies Inc (NYSE:UBER) collide, the battlefield is shifting from engineering milestones to business models that can scale profitably.Track TSLA stock here.Tesla: Narrative As A WeaponTesla is back, shaking the table. The company says i ...

Google logo in front of Google Plaza near Zhongguancun Science Park in Beijing, China on November 27, 2025. (Photo credit should read Fan Jiashan/Future Publishing via Getty Images)CFoto/Future Publishing via Getty ImagesOver the past ten years, Alphabet (GOOGL) stock has delivered an enormous $357 Bil back to its investors through actual cash in the form of dividends and share buybacks. Let’s examine some figures and see how this capacity for payouts compares with the largest capital-returning companies in ...

Samsung Electronics unveiled on Tuesday its first multi-folding smartphone, in a bid to strengthen its position in a sector of the phone market where competition is expected to intensify.The launch of the Galaxy Z TriFold marks Samsung’s bid to reinforce its footing in a segment where Chinese rivals have been gaining ground, even as analysts say the high price and production challenges mean foldable devices are likely to remain a niche category for now.The model, priced at about 3.59 million won ($2,440.17) ...

Core Insights - Amazon has launched "UltraServers" powered by its proprietary Trainium 3 chips, aiming to compete with Nvidia and Google [1] Company Summary - The introduction of UltraServers signifies Amazon's strategic move into the high-performance computing market, leveraging its in-house chip technology [1] - Trainium 3 chips are designed to enhance Amazon's cloud services, potentially increasing its market share against established competitors like Nvidia and Google [1] Industry Summary - The competition in the cloud computing and AI chip market is intensifying, with major players like Amazon, Nvidia, and Google vying for dominance [1] - The launch of Amazon's UltraServers may disrupt the current market dynamics, prompting other companies to innovate or adjust their strategies [1]

Core Insights - OpenAI is prioritizing improvements to its ChatGPT chatbot amid increasing competition from rivals like Google and Anthropic [2][3] - The company is pulling back investments in health, shopping, and advertising to focus resources on enhancing ChatGPT [2] - ChatGPT currently has over 800 million weekly users, indicating significant user engagement [3] Group 1: Company Strategy - OpenAI's CEO, Sam Altman, initiated a "code red" effort to enhance ChatGPT's capabilities [2] - The company aims to make ChatGPT more intuitive and personal while expanding global access [3] Group 2: Competitive Landscape - Google launched its AI model, Gemini 3, which has received positive feedback and boasts 650 million monthly active users [4] - Google's AI Overviews feature reaches 2 billion monthly users, highlighting the competitive pressure on OpenAI [4] - Altman acknowledged the success of Google's Gemini 3, indicating a recognition of the competitive landscape [4]

Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance senior reporter Ali Canal, who's here to connect the dots and to be that bridge between Wall Street and Main Street. Today, we've got a Wall Street money manager in the lineup, and we're going to look at the AI and tech trade along ...