7月17日消息，据智通财经消息，全球人工智能领军企业OpenAI今日宣布，已将谷歌云（Google Cloud）纳入其核心基础设施供应商列表，为ChatGPT、API 服务及后续人工智能模型训练提供算力支持。 根据OpenAI官网披露，谷歌云基础设施将率先在美国、日本、荷兰、挪威和英国五个国家投入运行，重点服务于ChatGPT的实时推理需求及API接口的稳定 调用。这一布局与OpenAI现有供应商形成互补： 微软Azure：作为OpenAI长期独家云合作伙伴，仍承担核心模型训练任务，并保留API服务的优先供应权； CoreWeave：通过五年期120亿美元协议提供大规模GPU集群，专注高强度模型迭代； 市场研究机构IDC分析师指出："OpenAI的供应商多元化策略，实质上是在各大云厂商间制造'技术竞标'环境，从而获取更有利的合作条款。" OpenAI的激进扩张与其商业化进程紧密相关。公司年收入已突破13亿美元，但高额的训练成本（单次GPT-5训练耗资超1亿美元）仍使其处于亏损状态。 甲骨文：依托与微软合作的混合云架构，扩展训练算力储备； 谷歌云：侧重低延迟推理服务，强化亚太及欧洲市场的本地化响应能力。 行业分 ...

机器之心报道 编辑：冷猫 大型语言模型已展现出卓越的能力，但其部署仍面临巨大的计算与内存开销所带来的挑战。随着模型参数规模扩大至数千亿级别，训练和推理的成本变得高昂， 阻碍了其在许多实际应用中的推广与落地。 这促使研究者们围绕两个主要方向积极探索高效化技术：一是通过权重共享提升 参 数效 率 ，二是根据输入复杂度动态分配计算资源，实现 自适应计算 。 而一切的基础则是 Transformer 架构。这次谷歌又一次坐不住了，在递归 Transformer 的基础上再次进化，发布了名为 Mixture-of-Recursions （MoR）的新 LLM 模 型架构，有学者认为这个新架构 「有潜力成为 Transformer 的杀手」 。 MoR 框架引入了一种统一方法，同时实现参数共享和自适应计算。与以往孤立处理参数减少或自适应计算的方法不同，MoR 将动态 token 级路由集成到参数高效 的递归 Transformer 中，创建了一种协同架构，实现了「无需承担大模型成本的大模型质量」。 在本研究中，作者提出了 Mixt ure- of-Recursions（MoR） ，一个统一框架，旨在充分发挥递归 Tran ...

OpenAI正式将谷歌云纳入其供应商名单，标志着其在多元化计算资源供应方面迈出关键一步，进一步 摆脱对长期合作伙伴微软的依赖。 77月17日，据媒体报道，OpenAI已在其官网更新的供应商列表中加入谷歌云，该协议于今年5月正式敲 定，此前双方进行了数月谈判。 这一合作安排旨在满足OpenAI不断攀升的计算能力需求，且该合作对谷歌云业务构成重大利好，有助 于其在与亚马逊AWS和微软Azure的竞争中获得优势。与此同时，这也反映出大规模AI模型训练和部署 的巨大计算需求正在重塑人工智能行业的竞争格局。 OpenAI目前的云服务供应商还包括微软、甲骨文和CoreWeave等公司。分析认为，这种多元化供应策略 将增强OpenAI的议价能力并降低供应链风险。 多元化计算资源布局加速 OpenAI的供应商多元化战略并非一蹴而就。今年早些时候，该公司与软银和甲骨文合作推出了价值 5000亿美元的Stargate基础设施项目，并与CoreWeave签署了一项为期五年、价值近120亿美元的云服务 协议。 OpenAI联合创始人兼CEO Sam Altman今年4月曾公开表示，公司正面临计算能力限制。他在社交媒体X 上写道："如 ...

Core Insights - Louis Stevens is a highly regarded investment research analyst, ranking in the top 0.1% according to TipRanks [1] - He founded L.A. Stevens Research and developed the LAS Index, which has consistently outperformed market indices since its inception [1] Company Overview - L.A. Stevens Research is focused on investment research and equity analysis, catering to a diverse audience from beginners to seasoned professionals [2] - The LAS Index is a proprietary basket of stocks selected through a unique investment methodology [1]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

OpenAI CEO Sam Altman speaks to members of the media as he arrives at a lodge for the Allen & Co. Sun Valley Conference on July 8, 2025 in Sun Valley, Idaho.OpenAI said Wednesday that it expects to use Google's cloud infrastructure for its popular ChatGPT artificial intelligence assistant.The reach for additional capacity aligns with OpenAI's desire for more computing power to meet heavy demand after initially relying exclusively on Microsoft for cloud capacity. The two companies' relations have evolved sin ...

Market Dynamics - The market has experienced a significant rebound, with a 30% increase in the S&P 500 and a 40% increase in the Nasdaq 100 since April, which is unprecedented in recent history [5][62]. - The current market sentiment was characterized by extreme fear, as indicated by a fear and greed index reading of three, the second lowest ever recorded [7]. Investment Strategies - The company aggressively bought stocks at the market bottom in April, focusing on high-quality stocks such as Nvidia, AMD, Google, and Amazon, resulting in substantial gains [8][12]. - The investment group has seen positive results from maintaining long positions during market lows, with many investors benefiting from this strategy [9]. Technology Sector Insights - The "magnificent seven" tech stocks, referred to as "mags," include Tesla, Google, Amazon, Nvidia, Apple, Microsoft, Broadcom, and Meta, all of which have significant market capitalizations [14]. - Google is viewed as undervalued due to ongoing DOJ investigations, while Amazon is expected to perform well due to its diversified portfolio and dominance in online shopping [16][69]. - Tesla is seen as a leading player in the self-driving and robotics markets, with significant long-term potential despite its controversial valuation [22][27]. Earnings Season Focus - The earnings season is underway, with a focus on big tech companies and potential increases in loan delinquencies and credit card defaults, which could indicate a weakening credit system [55][57]. - Positive earnings reports have been observed from major banks, but there are concerns about rising delinquencies in the housing market [56][58]. Monetary Policy and Economic Outlook - The Federal Reserve's current monetary policy is seen as atypical, with rates held steady for over six months while mortgage and credit card rates reach decade highs [39][40]. - There is a belief that the Fed is behind the curve in managing interest rates, which could lead to significant economic implications if not addressed [44][46]. AI Spending Concerns - There are ongoing concerns about potential slowdowns in AI spending, which could lead to margin compression and lower revenue growth for companies heavily invested in AI, such as Nvidia and Broadcom [71][75]. - The competitive landscape in AI is intensifying, with significant investments from various global players, indicating that the current growth phase may not last indefinitely [76].

[Music] Welcome to Trader Talk, where we dish out the latest Wall Street buzz to keep your portfolio sizzling. I'm Kenny Pulk Curry, coming to you live from the Yahoo Finance headquarters in the heart of New York City. A global hub where deals are made, fortunes are built, and the next market move is always just around the corner.Coming up, I'll share my big take on AI and I'm going to sit down with Surro Capital research analyst William Lee and I'm going to share my pasta alanorma recipe with you as well. ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy w ...

Behr now using Google Cloud AI tools for personalized color recommendations, solving a major pain point in home improvement projectsSUNNYVALE, Calif., July 16, 2025 /PRNewswire/ -- Google Cloud today announced a partnership with Behr Paint Company, a leading provider of premium paints and stains, that will make the paint color selection journey easier and more personalized for consumers. By combining Behr's extensive proprietary color data with Google Cloud's AI capabilities – including Google Cloud with Ge ...