作者 戴莉娟 10月21日，OpenAI 在旧金山发布了其首款人工智能驱动的网络浏览器——ChatGPT Atlas。这不仅是一 次产品更新，更是一次战略宣言：这家以聊天机器人起家的公司，正正式向全球浏览器霸主 Google Chrome 发起挑战。 在面向付费用户开放的 "Agent 模式" 下，Atlas 更进一步。AI 可以代表用户与网站互动——完成一次完 整的任务流程。例如在演示中，ChatGPT 搜索食谱后，自动访问 Instacart 网站，将所有食材添加至购物 车并准备下单。整个过程只用了几分钟。 这不是一次简单的"网页辅助"，而是一次代理式的互联网操作。浏览器不再只是"显示信息的窗口"，而 成为"行动的执行者"。这正是 OpenAI 对未来浏览体验的重新定义。 02 如果说 ChatGPT 的问世颠覆了信息获取方式，那么 Atlas 的诞生，则是 OpenAI 将"对话式智能"嵌入互 联网入口的野心落地。浏览网页、搜索内容、订机票、买食材——所有行为都不再只是点击与输入，而 是一次人与AI的实时协作。 01 从搜索到"对话"：浏览器的下一次革命 OpenAI 对 Atlas 的定义非常明确：它 ...

Core Viewpoint - Anthropic is negotiating a cloud computing service agreement with Google, potentially valued between $1 billion and $10 billion, which would enhance Google's position in the AI competition [3][7]. Group 1: Google and Anthropic Collaboration - Google has already invested approximately $3 billion in Anthropic, including a commitment of $2 billion in 2023 and an additional $1 billion earlier this year [10]. - The potential deal would solidify the dual relationship where Google acts as both an investor and a cloud service provider for Anthropic [11]. - Following the news, Alphabet's stock rose by 1.69% in after-hours trading [4][5]. Group 2: Impact on Competitors - The collaboration would strengthen Google's cloud business in the competitive landscape against Amazon AWS and Microsoft Azure [7]. - In contrast, Amazon's stock fell by 1.1% in after-hours trading after the news broke [8][9]. Group 3: Anthropic's Growth Ambitions - Anthropic aims for an annual revenue run rate of $9 billion by the end of 2025, with projected annual revenue growth potentially doubling or tripling next year [13]. - The company, founded in 2021 by former OpenAI employees, focuses on AI safety and competes with OpenAI's GPT models [14]. - The high demand for cloud computing resources highlights the capital-intensive nature of AI development, prompting major tech firms to invest in and partner with leading startups [15].

Core Viewpoint - OpenAI has launched its first AI-driven web browser named ChatGPT Atlas, marking a competitive move against Google's Chrome as more users rely on AI for information retrieval [3][4]. Group 1: Product Features - ChatGPT Atlas is designed to provide a personalized browsing experience, allowing users to interact with ChatGPT while browsing [3]. - The browser includes a side panel feature where users can engage with ChatGPT for tasks like summarizing content or ordering ingredients online [7][10]. - It has a "cursor chat" feature that allows users to highlight text and get instant edits from ChatGPT [10]. - The browser records browsing history to offer personalized responses based on user activity [8]. Group 2: Market Context - OpenAI's entry into the browser market is seen as a challenge to Google Chrome, which has over 3 billion users globally [14][17]. - Following the announcement of ChatGPT Atlas, Google's stock fell by 4.8%, indicating market concern over potential competition [14]. - Google has integrated its Gemini AI model into Chrome, allowing users to perform various tasks, which suggests that the competition in the browser space is intensifying [17]. Group 3: User Access and Monetization - Currently, only paid users (ChatGPT Plus and Pro subscribers) can access advanced AI features in Atlas [5][11]. - OpenAI is seeking new ways to achieve profitability, as it is still operating at a loss despite having over 800 million users on ChatGPT [5].

相关机构表示，大模型Token调用量环比加速增长，显示AI商业化正在不断取得进展。根据中信建投， 从大模型Token调用量看AI应用热度，原因在于AI应用投入和使用积极会驱动token调用量高增。 今年 以来大模型Token调用量环比加速增长。 创业板人工智能ETF国泰（159388）跟踪的是创业板人工智能指数（970070），单日涨跌幅为20%，该 指数从创业板市场中选取涉及软件开发、智能硬件制造、大数据处理等人工智能技术及相关应用的上市 公司证券作为指数样本，以反映创业板市场内人工智能相关上市公司证券的整体表现。该指数聚焦中国 新兴科技产业的创新能力和成长潜力，涵盖了人工智能领域的代表性企业。 （文章来源：每日经济新闻） 20cm速递|OpenAI发布AI浏览器ChatGPT Atlas，创业板人工智能ETF国泰（159388）涨超1.5% 消息面，OpenAI发布其首款人工智能驱动的网页浏览器，标志着这家ChatGPT开发商在新战线上与 Alphabet旗下谷歌展开竞争。这款名为ChatGPT Atlas的浏览器旨在为用户打造更具个性化的上网体验， 还可代用户执行订机票和编辑文档等任务。每当用户访问网页 ...

Welcome back to Fast Money. OpenAI announcing its new Atlas web browser powered by Chat GPT today. The platform directly competes with Google's Chrome and Perplexities Comet.News of the launch and shares of Google parent Alphabet down nearly 5% at its lows. Mackenzie Sagalas got more on this. Hey Mac. Hey Mel.So this is all about OpenAI trying to take control of how we use the internet. Atlas is their new AI powered browser where ChatGBT helps you interact with the web in real time. Not just answer question ...

Core Viewpoint - OpenAI has launched its new Atlas web browser powered by ChatGPT, directly competing with Google's Chrome and Perplexity's Comet, leading to a nearly 5% drop in Alphabet's shares [1][4]. Group 1: Product Features - Atlas is an AI-powered browser that enhances user interaction with the web, allowing for real-time assistance in planning trips, comparing products, and drafting emails within Gmail [2]. - For paid users, Atlas offers an agent mode where ChatGPT performs actions such as opening tabs and completing multi-step tasks, with the browser becoming more helpful as it learns from user interactions [3]. Group 2: Competitive Landscape - OpenAI's strategy with Atlas aims to gather behavioral data on user searches and interactions, which could improve their models and enterprise products, challenging Google's historical advantage with Chrome [4]. - OpenAI boasts a significant user base with 800 million weekly active users, which poses a threat to Google's market dominance and could impact its advertising model [5].

Group 1 - Anthropic is in early discussions with Google regarding a new cloud deal potentially valued at tens of billions of dollars in compute resources [1] - Amazon has been the primary infrastructure provider for Anthropic, having invested approximately $8 billion, while Google has invested around $3 billion [2] - Following the news, Google's shares experienced a decline during the day but rebounded in after-hours trading, increasing by more than 3% [2]

Breaking news on Alphabet and Anthropic. Let's get to McKenzie Sagalas for the latest. Mac.>> Hey Mel. So Anthropic is in early talks with Google on a new cloud deal potentially worth tens of billions of dollars in compute. That's according to Bloomberg.So far Amazon has been its main infrastructure provider and its largest backer, investing around 8 billion into the company. Google has put in about $3 billion and has supported Anthropic's multicloud strategy. I reached out to both companies, haven't heard ...

提前说一句： 这篇文章不好读，甚至有点「烧脑」；但没关系，你读下去就会发现，我讲是AI背后的资本、人心和 周期。 国庆刚过，全球资本市场又传来新动静。 这次是更大资本层面，10 月 15 日，一笔高达 400 亿美元的收购案敲定：几家美国头部投资机构联合买 下了全球最大的数据中心之一。 前一天，Google 也在印度宣布，要砸 150 亿美元建一个新的 AI 枢纽。 听起来离我们很远，但这两件事，有点意思：所有人都还在谈模型、谈智能体时，国外资本悄悄开始 「砌砖」了；他们不再炒算法，也不太关心应用层，而是集体冲向一件事：地基。 所以，我这几天一直在想：为什么所有人都在往天上看，这些公司开始往地下投入？ 01 要理解这波 AI 热潮，得先看看钱都去了哪。 我翻了一波数据，挺夸张。 截至2025 年 6 月，美国的数据中心施工支出，按年化口径算，已经冲到400 亿美元，比去年多了大概 30%。这是美国银行研究院根据商务部数据做的统计，路透也有同样口径的报道。 放到全球看更离谱。 麦肯锡测算，到2030 年，全球为了满足算力需求，得砸进去差不多 6.7 万亿美元的数据中心投资，其中 面向AI 工作负载的部分，就要占 ...

Hey, welcome back. In tonight's future of everything, if you thought Open AI was already, I don't know, trying to eat Google's lunch, well, now they are officially in the standalone web browser game unveiling today. Chat GPT Atlas, which is only available to Mac OS users so far.And if you want to, you've got to download it and of course use a chat GPT login. to basically start your search engines because we've got this new chat GPT Atlas in one lane verse Google Chrome which uses Gemini AI verse Microsoft's ...