Alphabet's decade-long bet on custom silicon is finally paying off.Nvidia (NVDA 1.03%) looks unstoppable. The company has just posted $57 billion in quarterly revenue, with its data center business growing at a 66% annual rate. CEO Jensen Huang also discussed $500 billion in chip demand visibility through 2026. With a market share of around 90% in artificial intelligence (AI) accelerators, Nvidia has become the default infrastructure provider for the generative AI era.But Alphabet (GOOGL +1.21%) (GOOG +1.46 ...

世界模型，已经像这个世界一样混乱了。 OpenAI指着Sora生成的视频说，这就是"世界模拟器"；杨立昆（Yann LeCun）指着Sora，说它是像素幻 觉，真正的世界模型应该是"预测未来的抽象大脑"；谷歌DeepMind称，Genie3就是一个"可交互的通用世 界模型"；而李飞飞说，"空间智能"才是正解。 现实世界是唯一的、客观的，但AI圈里似乎人人都在制造属于自己的"世界模型"。 尽管定义南辕北辙，但这群吵得不可开交的大佬们，在一个基本判断上达成了共识：大语言模型早晚到 头，世界模型才是通往AGI的必经之路。 大语言模型在GPT-3.5之后经历了参数的膨胀，而世界模型在技术路线收敛之前，就先经历了概念的通货 膨胀。 世界模型是个筐，啥都往里装 "世界模型"的混乱，根源在于它是一种目的，指的是让AI具备理解外部世界规律，预测世界变化的能力， 而非具体的技术路径。 最先混乱的就是概念。 关于世界模型的思想，最早可追溯至1943年认知科学家Kenneth Craik提出的"心智模型（Mental Model）"，即大脑通过构建外部世界的微缩模型来进行预测，换句话说，我们脑中有一个心智模型，不仅 能处理当前看到 ...

每次重大的颠覆式创新几乎必然伴随泡沫和崩盘，技术可能大获成功，但背后却挤满了资产灰飞烟灭的投资者。 科技泡沫的破裂，其实可以看作是金融资本与生产资本的分裂造成的。 "高不确定性+强叙事+可交易承载者"三者共振，会引爆投机热潮。 1 "AI泡沫"论 最近两个月来，市场上对"AI泡沫"的担忧越来越多。 前几天我看到有个报道说全球最大的预测平台Polymarket推出了"AI泡沫何时破灭"的投注，列出了包括英伟达股价急挫五成、OpenAI或Anthropic宣布 破产或被收购、半导体ETF跌四成等在内的指标，结果有15%的人认为AI泡沫会在明年3月破灭，40%的人认为是明年底。 这说明很多人对AI的前景从乐观变得更审慎。 对AI发展前景的担忧是建立在一系列迹象基础上的。 一是涉足AI的巨头估值攀升得太猛了。 根据中金公司数据，自从2022年ChatGPT点燃AI浪潮以来，微软、英伟达、亚马逊、谷歌等"美股七姐妹"最高上涨283%，大幅跑赢同期标普500指数 扣除他们之后69%的涨幅。 中国市场也是如此，阿里、腾讯、中芯国际、地平线、寒武纪等都有蔚为可观的涨幅。 二是AI基建正在掀起"支出狂潮"，可能陷入过度投资。 ...

Core Points - The MEET2026 Intelligent Future Conference is a significant event in the AI sector, featuring prominent speakers from academia and industry, including Tsinghua University and major tech companies like Baidu and Google Cloud [1][22][36] - The conference will cover a wide range of topics related to AI, including large language models, embodied intelligence, and cloud computing applications [3][36] - Two key discussions will focus on the practical implications of AI advancements, particularly in autonomous driving and AI agents [9][12][17] Group 1: Conference Highlights - The conference will feature a GenAI Talk discussing the second phase of autonomous driving entrepreneurship, led by industry leaders [12][13] - A roundtable discussion will explore the evolution of AI agents and their potential to transform various industries [17][18] - Nearly thirty influential guests from academia and industry will share insights on AI's future, including key figures from Tsinghua University and major tech firms [18][22] Group 2: Reports and Trends - The conference will release the "2025 Annual AI Top Ten Trends Report," summarizing significant AI advancements and future trends [38][41] - An "Annual AI List" will highlight the most influential and innovative leaders in the AI industry across three dimensions: companies, individuals, and products [38][60] - The event aims to bridge the gap between theoretical AI research and practical applications, focusing on current challenges rather than distant AGI concepts [36][37]

Core Viewpoint - The MEET 2026 Intelligent Future Conference will take place on December 10, 2025, in Beijing, focusing on the impact of AI and intelligent technology across various industries and disciplines, aiming to drive societal evolution [128][126]. Guest Introductions - Yang Haibo, co-founder and president of Guanglun Intelligent, has achieved a tenfold increase in annual revenue by establishing a large-scale data production and delivery capability [6]. - Zhang Yanbo, co-founder of Lingxin Qiaoshou, specializes in data-driven strategies and brand value transitions [11]. - Xuan Shanming, CTO of SenseTime, has extensive experience in AI platform management and has been involved in multiple startup ventures [14]. - Wang Yanpeng, chief scientist of AI computing at Baidu Cloud, focuses on large-scale AI computing cluster management and optimization [20]. - Zhang Yaqin, president of Tsinghua University’s Intelligent Industry Research Institute, is a renowned scientist in digital video and AI [24]. - Sun Maosong, executive vice president of Tsinghua University’s AI Research Institute, has led numerous national projects in AI [29]. - Wang Ying, vice president of Baidu Group, oversees several key business units including Baidu Wenku [32]. - Wan Weixing, head of AI product technology at Qualcomm China, leads AI engine development for smart terminals [39]. - Chen Xiaojian, general manager of Amazon Cloud Technology in Greater China, has over 20 years of experience in enterprise-level business [43]. - Zhao Junbo, a researcher at Zhejiang University, focuses on large models and synthetic data technology [48]. - Yu Youping, president of Zhongguancun Science and Technology Finance, has driven AI platform development across various industries [52]. - Dennis Yue, head of Google Cloud's enterprise and startup business in Greater China, has over 30 years of experience in IT services [57]. - Zhu Ning, a finance professor at Shanghai Jiao Tong University, is a recognized expert in Chinese macroeconomics and financial markets [60]. - Tu Jing, founder and CEO of Zhuoshijia Technology, has extensive experience in AI product development [64]. - Han Xu, founder and CEO of WeRide, has led the company to become a leader in autonomous driving [70]. - Fang Han, chairman and CEO of Kunlun Wanwei, has a long history in internet and open-source movements [73]. - Daniel Povey, chief voice scientist at Xiaomi, is known for his contributions to speech recognition technology [76]. - Yao Xin, co-founder and CEO of PPIO, focuses on AI cloud computing solutions [80]. - You Yang, founder and chairman of Luchen Technology, is a young professor at the National University of Singapore [84]. - Qiao Liang, co-founder and COO of Taichu Yuanqi, has a strong background in high-performance computing [90]. - Liu Fanping, CEO of RockAI, has made significant contributions to AI technology and innovation [96]. - Wang Qian, founder and CEO of Zibian Variable Robotics, is focused on developing general-purpose robots [102]. - Mao Jian, COO of Yunxi Technology, specializes in digital transformation services [108]. - Du Zhiheng, co-founder and CEO of Xiaosu Technology, has a rich background in AI and finance [114]. - Zhao Tiancheng, CEO and chief scientist of Lianhui Technology, has developed a multimodal large model recognized in the industry [120]. - Xu Dafeng, head of the platform experience technology department at Ant Group, is an expert in front-end technology [124]. Conference Agenda Highlights - The conference will feature discussions on AI's role in creating super-intelligent entities and teams, as well as the integration of AI into various sectors [130][135]. - Keynote speeches will cover topics such as the evolution of AI, the future of AI development, and the impact of AI on enterprise productivity [138][140]. - The event will also release the "2025 AI Top Ten Trends Report" and the "2025 Annual AI List," highlighting significant advancements and influential figures in the AI industry [129][142].

Core Insights - The report indicates that major overseas tech companies have exceeded market expectations in their Q3 2025 earnings, showcasing strong revenue growth and robust cloud business performance [1][11][33] - Capital expenditures (CapEx) for these companies continue to rise significantly, driven by investments in AI and cloud infrastructure, raising concerns about profit margins and return on investment [2][58][61] Company Summaries Microsoft - Microsoft reported Q1 FY26 revenue of $77.67 billion, a year-on-year increase of 18%, slightly above market expectations [11] - The intelligent cloud segment generated $30.9 billion in revenue, growing 28% year-on-year, with Azure cloud services seeing a remarkable 40% growth [12][15] - Capital expenditures reached $34.9 billion, a 74.5% increase year-on-year, primarily focused on AI and infrastructure investments [14][15] Meta - Meta's Q3 2025 revenue was $51.24 billion, up 26.25% year-on-year, surpassing both the upper limit of guidance and market expectations [19] - The company faced a significant drop in net profit due to a one-time tax asset impairment, but adjusted net profit was $18.6 billion [19][21] - Capital expenditures totaled $19.37 billion, primarily for servers and data centers, exceeding market expectations [23][26] Google - Google achieved Q3 2025 revenue of $102.35 billion, a 15.95% increase year-on-year, with net profit rising 32.99% [33][36] - The Google Cloud segment reported revenue of $15.16 billion, growing 33.51% year-on-year, driven by strong demand for AI products [36][42] - Capital expenditures for Q3 were $23.95 billion, with a forecasted increase for the full year to $91-93 billion [42] Amazon - Amazon's Q3 2025 revenue reached $180.17 billion, a 13% year-on-year increase, with net profit rising 38% [43][46] - AWS revenue was $33.01 billion, marking a 20% year-on-year growth, the highest quarterly growth rate in 2023 [46][52] - Capital expenditures were $34.2 billion, a 61% increase year-on-year, with expectations for continued growth in FY2026 [52][56] Market Trends - The report highlights a trend of increasing capital expenditures across major tech firms, indicating a competitive "arms race" in AI and cloud infrastructure [58][61] - Investors are advised to monitor financial performance indicators such as revenue growth, gross margins, and changes in CapEx guidance, as these will impact long-term cash flow and profitability [3][62]

Core Points - The U.S. Secretary of Commerce, Howard Lutnick, criticized the EU's digital regulations, claiming they are causing significant losses for Europe itself [1] - Tensions have escalated between the U.S. and EU regarding digital regulations, with the U.S. accusing the EU of unfair treatment towards American tech companies [1] - Lutnick suggested that if Europe adopted regulations similar to those of the Trump administration, it could attract substantial investments in artificial intelligence [1] Group 1 - The EU has been enforcing a series of actions against American tech companies under the Digital Services Act and the Digital Markets Act this year [2] - In September, the EU fined Google €2.95 billion for antitrust violations related to advertising and required a corrective action plan [2] - In October, the EU Commission preliminarily found that a U.S. metaverse platform failed to provide adequate public data access, with its subsidiaries Facebook and Instagram also violating obligations [2] Group 2 - In November, the EU Commission announced a new investigation into Google to assess whether its search results are fair to the media industry [2]

编译 | 郑丽媛 出品 | CSDN（ID：CSDNnews） 如果你最近在团队里感受到一种奇怪的现象—— 写代码的人越来越轻松，审代码的人越来越痛苦 ——那你并不是一个人。 AI 写代码的速度飙升，GitHub Copilot、Gemini、Claude 等工具让从业十几年的老工程师都不得 不承认："生产力确实变强了。"但现实却没想象中那么爽：PR 数量暴增、改一个 Bug 带来三个新 Bug、 "看着能跑"的 代码实际上很多冗余，以及最后那 30% 的工程细节变成团队里最耗时的部分。 而承担这一切压力的，往往是 负责 Code Review 的资深工程师 。 近来，Google Chrome & Gemini 工程师 Addy Osmani 在一档播客中拆解了这种现象，而他的观 点让许多 开发者产生强 烈 共鸣："AI 是在提升产能，但也把代码审查推成了新的瓶 颈点。" 正如 Addy Osmani 所说： "你能得到一个看起来 '能用' 的 系统，但内部结构根本经不起推敲。" 这 些问题最终都会在 Code Re view 阶段暴露，于是资深工程师不得不花更长的时间去拆解 AI 生成的 逻辑。 这与最近 ...

Core Insights - The article discusses an experiment conducted by developer Stepan Parunashvili to test the capabilities of three advanced AI models: Google’s Gemini 3 Pro, OpenAI’s GPT-5.1-Codex-Max, and Anthropic’s Claude Opus 4.5, by having them create a basic version of a game using Three.js [1][6][58]. Experiment Setup - Parunashvili subscribed to the highest service tiers of each model and used their default command line interfaces (CLI) for the experiment [7]. - The goal was to create a browser-based version of "Counter-Strike" with specific requirements, including a 3D user interface and multiplayer support [1][8]. Model Performance - After approximately seven rounds of prompts, each model produced a playable game, with links provided for testing [2][4][5]. - The models were evaluated on various aspects, including map design, character creation, weapon integration, sound effects, and backend functionalities [58]. Frontend Development - The first task involved designing a first-person perspective map, where Claude produced the most visually appealing result, followed by Gemini, while Codex's output was less attractive [13][14]. - For character design, Claude again excelled, creating characters that resembled human figures, while Codex's characters were less distinct [18][19]. - The addition of weapons and sound effects was successfully handled by all models, with Claude's animations being the most engaging [27]. Backend Development - The models were tasked with implementing multiplayer functionality, where Gemini completed the task most efficiently, while Codex and Claude required additional guidance [33][38]. - In the final stages, all models successfully created a playable multiplayer FPS game without any handwritten code, showcasing their capabilities [58]. Comparative Analysis - Claude Opus 4.5 was noted for its superior frontend design, while Gemini 3 Pro demonstrated stronger backend performance, particularly in logic handling and data persistence [58]. - Codex Max 5.1 was characterized as a balanced performer, lacking standout features but maintaining a reasonable level of quality across both frontend and backend tasks [58]. Controversies and Concerns - Following the open-sourcing of the generated code, concerns arose regarding the legality of the code produced, with some developers pointing out potential copyright issues related to shader code [61][62].

Core Points - The U.S. Department of State announced that starting December 15, all H-1B visa applicants and their families will be subject to expanded social media scrutiny, requiring them to set their accounts to public for review [2] - The H-1B visa program is crucial for U.S. tech companies to hire foreign professionals, particularly in high-demand fields like software development [3] Group 1 - The new visa policy will significantly impact major tech companies such as Amazon, Microsoft, and Google, which rely heavily on the H-1B visa program to employ foreign talent [3] - In the fiscal year 2024, 64% of approved H-1B visa applications were for computer-related positions, highlighting the program's importance in the tech sector [3] - Amazon is the largest employer of H-1B visa holders, with over 9,000 approvals in the fiscal year 2024, followed by other tech giants like Google and Microsoft [3]