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Forbes· 2025-12-12 15:38
‘It May Be Worse’—No Fix For ‘New Threat’ To Google Chrome Users“Billions of people trust Chrome to keep them safe by default,” Google says, adding that "the primary new threat facing all agentic browsers is indirect prompt injection.” But now a government agency has suddenly warned that threat may be impossible to fix.Read more:https://t.co/YeDjvWUkfh(Photo: Jaap Arriens/NurPhoto) ...
Disney Calls on Google to Stop Using Its Content in AI Tools
PYMNTS.com· 2025-12-12 14:28
Core Viewpoint - Disney has sent a cease-and-desist letter to Google, alleging copyright infringement related to the use of its content in AI tools [1][2] Group 1: Disney's Allegations - Disney claims that Google has utilized its content to train AI models and has distributed copies of its work to consumers [2] - The company demands that Google cease using its content in AI tools and prevent the generation of images featuring Disney-owned characters [2] Group 2: Google's Response - A Google spokesperson stated that the company maintains a beneficial relationship with Disney and uses public data from the open web for AI development [3] - Google has implemented copyright controls like Google-extended and Content ID for YouTube to give copyright holders control over their content [3] Group 3: Disney's Investment in AI - On the same day as the cease-and-desist letter, Disney announced a $1 billion investment in OpenAI and a three-year licensing agreement for the Sora video model [3] - The agreement allows Sora users to create short clips featuring Disney characters within a controlled environment, prohibiting actor likenesses and restricting certain themes [4] Group 4: Legal Challenges Faced by Google - Google has faced other legal challenges regarding the use of copyrighted content in its AI tools, including a lawsuit from Penske Media for unauthorized use of journalism [5] - The Independent Publishers Association filed an antitrust complaint against Google, alleging that AI-generated summaries disadvantage original content by positioning them at the top of search results [6]
Forget Nvidia: Alphabet Is the New Hot Chip Stock to Own, Apparently
247Wallst· 2025-12-12 14:01
Group 1: Company Overview - Alphabet is currently a highly watched mega-cap tech stock, driven by its core search and cloud businesses, AI initiatives, and Waymo's autonomous driving division [1] - Berkshire Hathaway made a significant investment of over $4 billion in Alphabet, viewing its search business as a cash cow to fund innovation and finding its valuation appealing compared to peers [2] Group 2: Market Dynamics - The market is increasingly favoring sectors with pricing models where buyers are less price-sensitive, as seen with Nvidia's high-performance chips leading to substantial profitability [4] - Competition is expected to rise as other companies seek to develop their own chips to offer lower-cost or more efficient alternatives to Nvidia [5] Group 3: Alphabet's Chip Development - Alphabet has developed Tensor Processing Units (TPUs), which are application-specific integrated circuits optimized for neural network operations, allowing for tailored solutions for specific use cases [6] - The emergence of cheaper, high-powered models from Chinese competitors is raising awareness of the potential long-term growth of Alphabet's TPUs [7] Group 4: Future Market Trends - While Nvidia's chips will remain critical for companies aiming to accelerate AI ambitions, TPUs may become a primary option for businesses with specific needs [8] - Competitors of Nvidia, such as AMD, may face market share losses due to the rise of TPUs, positioning Alphabet as a potential unexpected leader in the chip market [9] Group 5: Long-term Growth Potential - Alphabet's growth avenues, including TPUs, are considered undervalued and could become significant growth drivers in the long term [10]
硅谷11万人大裁员,真凶出现了
36氪· 2025-12-12 13:51
AI只是加速了挤泡沫过程。 文 | 冯叶 编辑 | 赵子坤 来源| 凤凰网科技(ID: ifeng_tech) 封面来源 | unsplash "AI的确是颠覆性的。"先后在亚马逊、Meta工作过的工程师阿汤表示。"就拿ChatGPT现在编程能力来看,每个组裁一半人,估计问题不大。" 疫情期间的盲目扩张、叠床架屋的组织结构,让硅谷大厂正在为"历史债务"买单。 "为一个淘汰自己的工具卖命" 如今,对技术性失业的恐慌正在整个硅谷蔓延。数据统计网站layoffs.fyi显示,2025年美国科技行业裁员已超11万人。 在亚马逊被曝出全球裁员14000人之前,Meta、微软、谷歌均宣布过裁员计划。微软曾在年中宣布,要裁撤近9000人。 在大厂高歌猛进,喊着"AllinAI"的口号烧钱买芯片、建数据中心的同时,超过一千名亚马逊员工签署公开信,抗议公司"不计成本以极速推进AI发展"。 然而,亲历者发现,大裁员的真相不全在AI,"AI只是加速了挤泡沫过程"。正如亚马逊CEO安迪贾西所说,裁员源于"文化臃肿"——过多的层级和官僚主义 削弱了组织敏捷性。他希望亚马逊"像运营全球最大的初创公司"。 "我不愿用'代替'这个词,我会说 ...
奥比中光:公司未向谷歌AI眼镜供应摄像头
Zheng Quan Ri Bao Wang· 2025-12-12 13:45
证券日报网讯 12月12日,奥比中光在互动平台回答投资者提问时表示,截至目前,公司未向谷歌AI眼 镜供应摄像头。 ...
谷歌:通用人工智能(AGI)技术安全保障方法研究报告
欧米伽未来研究所2025· 2025-12-12 13:43
随着人工智能能力的指数级跃升,通用人工智能(AGI)正从科幻概念加速走向现实。在这一历史性进程中,如何确保这一变革性技术不带来灾难性后 果,已成为全球科技界的核心议题。近日,谷歌旗下顶尖AI研究机构DeepMind发布了一份长达145页的重磅技术报告——《AGI技术安全与保障方法》 (An Approach to Technical AGI Safety and Security)。这份报告不仅详尽阐述了DeepMind应对AGI潜在极端风险的整体战略,更为行业提供了一份从理论 假设到工程实践的系统性蓝图。 在风险分类上,报告将视野聚焦于可能造成严重后果的领域,并将其划分为四大类:滥用(Misuse)、失配(Misalignment)、错误(Mistakes)和结构 性风险(Structural Risks)。其中,滥用和失配因其涉及恶意意图(无论是来自人类用户还是AI系统本身)而被列为技术防御的重中之重。这种分类法超 越了传统的网络安全或软件工程视角,深刻揭示了AGI安全问题的独特性:它不仅关乎代码的健壮性,更关乎智能体的意图控制与权力边界。 双重防线:遏制恶意滥用与解决目标失配 DeepMind的报告构建 ...
谷歌与OpenAI上演“AI巅峰对决”!三大投资主题贯穿这场神仙打架:DCI、光互联与存储
智通财经网· 2025-12-12 13:04
Core Insights - The launch of OpenAI's GPT-5.2 aims to compete with Google's Gemini 3, marking a significant phase in the ongoing rivalry between the two AI giants [1][5] - Morgan Stanley and other financial institutions believe that the global AI infrastructure investment wave is just beginning, with potential investments reaching $3 trillion to $4 trillion by 2030 [4] - The competition between Google and OpenAI is expected to drive significant demand for AI computing infrastructure, particularly in data center interconnect (DCI), optical interconnect, and enterprise-level high-performance storage [4][6] Investment Themes - Morgan Stanley identifies three major investment themes benefiting from the AI competition: DCI, optical interconnect, and enterprise-level high-performance storage [1][3] - The DCI and optical interconnect sectors are crucial for both Google and OpenAI's AI training and inference capabilities, with companies like Arista, Cisco, and Lumentum being highlighted as key beneficiaries [3][6] - The storage sector is also poised for growth, with companies like Seagate and Pure Storage expected to benefit from the increasing demand for high-performance storage solutions driven by AI applications [7][8] AI Model Developments - OpenAI's GPT-5.2 has achieved record performance in various benchmarks, including coding and scientific research, positioning it as a leading AI model in professional settings [5] - Google's Gemini 3 has generated significant AI token processing capacity, leading to increased demand for high-bandwidth memory (HBM) storage systems and enterprise SSDs [3][5] Market Dynamics - The competition between Google and OpenAI is seen as a catalyst for a broader AI boom, with implications for various sectors, including cloud computing and data storage [4][6] - The ongoing demand for AI infrastructure is expected to remain strong, with both companies investing heavily in their respective AI capabilities and infrastructure [1][4]
谷歌:明年发布首款搭载Gemini的智能眼镜
财富FORTUNE· 2025-12-12 13:02
除智能眼镜外,谷歌还宣布了面向更广泛Android XR生态系统的更新,特别针对三星(Samsung)上个 月发布的Vision Pro竞品——Galaxy XR头显。一项仍处于测试阶段的新功能"PC Connect"允许用户将头 显连接至Windows电脑,支持"将电脑桌面或任意窗口拉入视野,与原生应用并排显示"。苹果的Vision Pro也具备同样的功能,而且是其最出色的功能之一。 谷歌的此次更新还面向商务差旅用户推出了"旅行模式",可在飞行过程中稳定视觉体验;以及名 为"Likeness"的功能,可在视频通话中生成"逼真的数字化面部形象",实时反映用户的面部表情与手 势。这些功能同样在首代Vision Pro中出现,但仍被视为提升生活质量的重要配置。 最后,谷歌预告了"Project Aura",这是一款与智能眼镜初创公司XREAL合作打造的有线XR眼镜。其视 场角达70度,定位于"日常实用场景",例如"做饭时观看悬浮的菜谱视频,或在维修电器时查看叠加在 设备上的可视化分步骤指导"。这款高端头显若成功面世,有望成为最接近Apple Vision Pro的安卓阵营 替代产品。(财富中文网) 译者:刘进龙 ...
Forget D-Wave: This Stock Is the Next Quantum Computing Winner
The Motley Fool· 2025-12-12 13:00
Core Viewpoint - The article discusses the current excitement around quantum computing, highlighting that while niche players like D-Wave Quantum Inc. have seen significant stock price increases, established tech leaders like Alphabet may be better positioned for long-term success in this emerging technology [1][2]. Group 1: D-Wave Quantum Inc. - D-Wave's share price has surged over 433% in the past year, but has recently pulled back due to investor concerns about speculative investments [2]. - The company reported only $3.7 million in sales for the third quarter, with net losses widening from $0.11 to $0.41 per share, indicating a challenging financial position [5]. - D-Wave's price-to-sales ratio stands at 325, significantly higher than the tech sector average of 9, suggesting that the stock is priced for perfection and may face investor abandonment if it fails to deliver rapid sales growth [6]. Group 2: Alphabet Inc. - Alphabet is highlighted as a more stable investment in the quantum computing space, with $2.87 per share in earnings, $102 billion in revenue, and $24.4 billion in free cash flow reported in the third quarter [9]. - The company has made significant advancements in quantum computing, including the release of the Willow processor and the development of the "Quantum Echoes" algorithm, which operates 13,000 times faster than the most powerful supercomputer [8]. - Alphabet's profitability and cash resources allow it to invest in quantum computing while also benefiting from its leadership in artificial intelligence, advertising, and software during the potentially lengthy timeline for quantum computing applications [10].
How To Earn $500 A Month From Alphabet Stock
Benzinga· 2025-12-12 12:38
Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) shares closed lower during Thursday's session.The European Commission recently launched an antitrust investigation into Google for using content from publishers and creators to train its artificial intelligence (AI) models.Meanwhile, Piper Sandler analyst Thomas Champion maintained an Overweight rating on Alphabet on Thursday and raised the price target from $330 to $365.With the recent buzz around Alphabet, some investors may be eyeing potential gains from the comp ...