以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 全面的一级市场数据平台 导读： 2025年6月，北美ASIC两大巨头博通、Marvell相继发布财报，不约而同的表示光电芯片是下一阶段的研发重点。随着摩尔定律逐渐 逼近极限，电子芯片面临的 "功耗墙" 以及数据传输速率瓶颈愈发显著，光电芯片凭借其高速率、低功耗的特性，为提升计算能力与数据传 输效率带来新希望。光电芯片优势在哪？AI时代如何赋能算力？目前国内产业进展如何？赛道内投融趋势有无变化？本文尝试分析和探讨。 01 光电芯片飞速导入推理算力 AI 算力需求呈现出爆发式增长态势。从早期简单的神经网络模型到如今参数规模庞大的 GPT 等大语言模型，模型复杂度呈指数级上升。以 GPT-3为例， 其拥有1750亿个参数，而GPT- 4.5参数量约为1万亿。与此同时，为提升模型准确性与泛化能力，训练数据集规模也在不断膨胀，如用于图像识别训练的 ImageNet 数据集，包含数百万张各类图像。新兴的 AI 应用场景，如自动驾驶需实时处理大量传感器数据以做出决策，对算力的实时性与吞吐量提出了严 苛要求。以市场规模来看，全球 AI ...

Waymo announced on Wednesday that it has submitted an application for a permit to test its self-driving vehicles in New York City, marking the Alphabet, Inc. GOOGL GOOG subsidiary's initial move to the nation's largest city.The Details: Waymo is seeking approval from the New York City Department of Transportation to operate its autonomous vehicles in Manhattan, each with a human safety driver ready to take control if needed. New York's laws are particularly strict when it comes to autonomous vehicles. Even ...

Alphabet Inc. ( GOOGL ) (NASDAQ: GOOG ) , like many of the “Magnificent 7” stocks, has had an oversized position in my portfolio for more than a decade. In my previous Alphabet analysis , I presented my findings, which underscored whyRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work ...

Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.The Zacks Premium service, which provides daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter, makes these more manageable goals. All of the features can help you identify what stocks to buy, what to sell, and what ...

金十数据整理：每日美股市场要闻速递（6月20日 周五） 12. 美国国家公路交通安全管理局：福特汽车(F.N)召回197,432辆美国车辆，因在紧急情况下无法进入或 退出车辆。 13. 欧盟最高法院首席检察长近日发表非约束性意见，认定谷歌(GOOG.O)滥用安卓系统市场支配地位 的判定成立。 1. 特朗普称苹果(AAPL.O)将购买大量移民"金卡"。 2. 苹果(AAPL.O)高管：考虑利用生成式AI设计芯片。 3. 家得宝(HD.N)向GMS发起收购要约，QXO(QXO.N)面临竞购。 4. 德州仪器(TXN.N)计划在美国七座晶圆厂投资逾600亿美元。 5. 德州民主党议员要求特斯拉(TSLA.O)推迟奥斯汀Robotaxi计划。 6. 蒙特利尔银行(BMO.N)6.25亿加元收购勃艮第资管，以促进财富业务。 7. 亚马逊(AMZN.O)联手SK集团投资50亿美元，打造韩国最大AI数据中心。 8. 埃森哲(ACN.N)Q3营收同比增7.5%至177亿美元，生成式AI订单激增15亿美元。 9. 亚马逊(AMZN.O)2025年将在印度投入超2.33亿美元，用于扩展和升级运营基础设施。 10. 据英国金融时报 ...

Nonetheless, a few non-ad businesses have begun to emerge. With that, Google Cloud now makes up 14% of the company's revenue. Furthermore, a recent funding round valued Waymo, its autonomous driving business, at $45 billion. Thus, as self-driving technology goes mainstream, it could become a major contributor to Alphabet's revenue. Ultimately, with Waymo, Google Cloud, and other businesses, Alphabet retains significant potential for future growth. When also considering that digital ad revenue continues to r ...

Core Insights - The Indiana legislature passed a bill in 2019 offering significant sales tax exemptions for eligible data centers, allowing them to avoid the state's 7% tax on equipment and power purchases, benefiting large tech companies [1] - Demand for data center capacity has surged, particularly due to the AI boom following the launch of OpenAI's ChatGPT in 2022, with projected investments reaching $1 trillion by 2027 [3] - A CNBC analysis revealed that states are forfeiting hundreds of millions in tax revenue to attract data centers, with major beneficiaries including Amazon, Meta, and Google, all valued over $1 trillion [4] Tax Incentives and Economic Impact - Nearly all states with sales taxes provide exemptions for data centers, with 42 states offering full or partial exemptions, totaling nearly $6 billion in the last five years [6] - Data centers in Northern Virginia generated 50,700 jobs and contributed $7.2 billion to the economy between 2021 and 2023, while the rest of Virginia created only 12,100 jobs and contributed $1.3 billion [16] - A Virginia study indicated that for every dollar not collected in sales tax, the state generated 48 cents in new revenue, outperforming other industries with similar exemptions [11][12] Job Creation and Economic Viability - Data centers create relatively few permanent jobs, with a Microsoft facility in Illinois receiving over $38 million in exemptions but only creating 20 permanent jobs [7][20] - A 2017 report found that data centers employ an average of 1,688 workers during construction but only 157 permanent jobs once operational [21] - The Virginia audit projected a significant increase in energy demand from data centers, with power demand expected to double in the next decade [23][24] Corporate Responses and Sustainability Efforts - Major tech companies like Amazon, Google, and Microsoft assert they work with utility companies to manage growth costs and invest in sustainable energy sources [25] - Amazon reported contributing $460 million in property taxes and fees in Virginia in 2023 and has invested over $75 billion in the state since 2011 [26]

Iqos logo is seen at the store in Warsaw, Poland on November 13, 2024. (Photo by Jakub ... More Porzycki/NurPhoto via Getty Images)NurPhoto via Getty ImagesQuestion: Why would you pay 37 times earnings for Philip Morris stock when you can buy Google stock for a much cheaper valuation of 19 times earnings? You wouldn’t, especially when you consider three simple facts: Growth: Google’s revenue growth rate is accelerating at over 13% - better than Philip Morris’s revenue growth of 7%. Over the last three years ...

企业部署 AI 不再是试验项目，而是战略行动。预算已经常态化、模型选择多元化、采购流程标准化、AI 应用开始系统落地。尽管产业需求和 企业需求碎片化，但这正是企业拥抱的方向。一些关键厂商正在脱颖而出，企业也越来越多选择成品应用以加速落地。 市场形态愈加接近传统软件，但变化节奏与复杂性却完全不同——这是 AI 的特有节奏。 2025年，AI大模型在企业场景的落地走到哪了？ 过去一年，AI在企业中的地位发生了根本性转变。它不再是创新实验室里一场场孤立的试验，也不仅是技术部门热衷的"新玩具"，而是真正走入了核心业 务系统，成为IT和经营预算中不可或缺的一部分。 这是一场静悄悄却迅猛的演进：AI模型变得更多样，采购流程愈发严谨，企业不再"自己造轮子"，而是开始像采购传统软件那样，有条不紊地选择、部 署、评估人工智能服务。技术领导者们正变得越来越成熟——他们明白，不同模型适配不同任务，用例碎片化是常态，而高质量的AI原生应用，正在快 速超越传统软件厂商。 近日，A16z发布了一份主题为《AI技术在企业场景落地》的调研报告，报告基于与20多位企业买家的深度访谈和100位CIO的调研，全面回顾了企业在 2025年如何部署、 ...

"2025年将是智能体之年"几乎已经成为科技圈的共识。 Andrej Karpathy却对这股热潮提出了截然不同的看法。 在最近的旧金山AI Startup School主题演讲中，这位OpenAI创始成员、曾领导特斯拉Autopilot视觉团队的AI专家，对当前AI创业路径提出了两个核心看法： 第一，我们应对AI的未来抱有"十年的耐心"。他直言，每当看到"2025年将是智能体之年"这样的炒作时都会感到担忧，并强调这更将是一场需要"十年的长跑"。自 动驾驶就是例证：2013年的完美演示，12年后仍是未竟之业。一个惊艳的技术演示与一个能在现实世界中达到极致可靠性的产品之间，存在着极其漫长的鸿沟。 第二，当下应专注于打造"钢铁侠战衣"式的增强工具，而非追求全自动化的"机器人"。考虑到LLM仍然"易于犯错"的现实，更明智的做法是开发能让人类高效监督 和验证AI工作的部分自治产品。 为了说明当前我们面临的巨大变革，Karpathy系统性地提出了软件演进的三阶段理论——从人类编写代码的1.0时代，到神经网络权重的2.0时代，再到以自然语言为 编程接口的3.0时代。 他将大语言模型比作一种全新的操作系统：LLM充当"CP ...