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在美国,有多少硕博被当做鉴黄师?
虎嗅APP· 2025-10-19 13:20
以下文章来源于差评前沿部 ,作者世超 差评前沿部 . 站在科技的前列线,关注AI、机器人等前沿科技。 本文来自微信公众号: 差评前沿部 ,作者:纳西 & 西西,编辑:江江 & 面线,题图来自:AI生成 众所周知,现在这些AI大模型,一个个都能上天,巴不得赶明儿就统治地球。 资本圈现在也是框框砸钱,动不动就一亿美金挖人才,巅峰时期的爽子都没他挣得多。 可能有些差友印象中,AI不就是靠这些大牛搭建框架,然后找人把整个互联网的资料"哐哐"往里 灌,然后就顿悟了嘛。 但其实,人工智能,它首先得靠人工。甚至你自己,可能都在不知不觉中成了AI的免费劳动力。 不信你回想一下,短视频刷着刷着,突然弹出来一个窗口,问你刚刚那个视频是不是广告,或者对上 个视频满不满意?甭管你是好心还是手滑,只要你点了提交,朋友,你已经成为了算法进化Play中的 一环。 这跟在一堆图片里找红绿灯的人机验证一样,本质上,就是在薅你的劳动力。 不仅咱们普通人被迫营业了,在这背后,还有一帮AI的老师、保姆、甚至是心理医生,也在日以继 夜地给AI擦屁股喂养料。 但比起这些光鲜亮丽的AI和明星科学家,这帮人的日子过得却是相当牛马。 前几天有国外媒体曝光出来 ...
通信行业周报:光模块需求可见度再提升,豆包日均token调用量达30万亿-20251019
SINOLINK SECURITIES· 2025-10-19 12:38
Investment Rating - The report suggests focusing on domestic AI development-driven sectors such as servers and IDC, as well as overseas AI development-driven sectors like servers and optical modules [5] Core Insights - OpenAI is expanding its collaboration and accelerating computing power investments, including a partnership with Broadcom for a 10GW custom AI accelerator, aiming for deployment by the second half of 2026 and completion by the end of 2029 [1] - The demand for optical modules is expected to increase significantly, with projections of 50 million, 75 million, and 100 million units needed in 2025, 2026, and 2027 respectively [1] - TSMC reported a higher-than-expected profit margin of 59.5% for Q3 2025, driven by strong AI demand, and provided a positive revenue guidance for Q4 2025 [1] - Domestic AI applications are entering a large-scale commercialization phase, as indicated by the increase in daily token usage from 120 billion in May 2024 to over 30 trillion by September 2025 [1][3] - The optical communication industry is expected to see growth, as evidenced by Shijia Photon's Q3 2025 revenue of 570 million yuan, a year-on-year increase of 103% [1] Summary by Sections Communication Sector - The telecommunications business revenue for the first eight months reached 1,182.1 billion yuan, a year-on-year increase of 0.8% [4][15] - The optical module exports saw a decline of 28.66% year-on-year in August, attributed to domestic companies building factories overseas [4][34] Server Sector - The server index decreased by 5.85% this week and 8.28% for the month, but OpenAI's initiatives are expected to drive demand for server chips [2][7] - TSMC's high profit margins and capacity expansion are expected to support the production of AI chips [2][7] Optical Module Sector - The optical module index fell by 7.55% this week and 12.35% for the month, but long-term demand is projected to rise due to significant investments in AI data centers [2][7] IDC Sector - The IDC index decreased by 6.24% this week and 8.91% for the month, but the domestic AI ecosystem is forming a rapidly iterating internal cycle [3][10]
AI周观察:台积电AI需求旺盛,Gemini3.0发布在即
SINOLINK SECURITIES· 2025-10-19 11:29
摘要 风险提示 芯片制程发展与良率不及预期 中美科技领域政策恶化 智能手机销量不及预期 敬请参阅最后一页特别声明 1 - AI 应用活跃度方面,海外 Claude 周均环比上升较快,Gemini 回升,国内应用在国庆假期后普遍回暖。技术动态 方面,谷歌升级 AI 视频工具 Flow,新增光影编辑与音频增强功能,并开始向部分用户推送 Gemini 3.0 Pro,引 入"Deep Think"架构,知识库更新至 2025 年 10 月;国内字节跳动发布豆包大模型 1.6,首创分档调节思考长 度,其 lite 版综合使用成本大幅降低 53.3%。 - 台积电第三季度业绩表现优秀,营收和利润率均超预期。公司管理层明确指出,人工智能是当前最强且路径最清 晰的需求主线,相关需求较三个月前进一步走强。公司强调,Token 量的指数级增长要求先进工艺节点不断推进 和能效提升,这正是台积电的核心竞争力所在。无论是 ASIC 还是 GPU 客户,都将采用台积电的代工与先进封装 服务。为满足激增需求,公司将持续通过 CoWoS 扩产以缓解供给紧张。工艺方面,N2 已于本季度末开始量产, N2P 与面向复杂供电的 A16 均计划 ...
美股市场速览:“TACO”再现,市场呈现修复迹象
Guoxin Securities· 2025-10-19 11:20
Investment Rating - The report maintains a "Weaker than the market" investment rating for the U.S. stock market [1] Core Insights - The U.S. stock market shows initial signs of recovery, with the S&P 500 rising by 1.6% and the Nasdaq by 2.1% [3] - Among 22 sectors, 20 experienced capital inflows, with significant inflows into semiconductor products and equipment (+$46.6 billion) and automotive and automotive parts (+$22.5 billion) [4] - Earnings expectations for the S&P 500 constituents have been adjusted upward by 0.4%, with notable increases in banking (+1.7%) and semiconductor products and equipment (+1.0%) [5] Summary by Sections Price Trends - The S&P 500 increased by 1.6%, while the Nasdaq rose by 2.1% [3] - The automotive and automotive parts sector saw the highest increase at +6.1%, followed by media and entertainment (+4.0%) and food and staples retailing (+3.6%) [3] Capital Flows - Estimated capital inflow for S&P 500 constituents was +$91.7 billion this week, up from +$12.5 billion the previous week [4] - The semiconductor products and equipment sector led with a capital inflow of +$46.6 billion [4] Earnings Forecast - The earnings per share (EPS) forecast for the S&P 500 has been raised by 0.4% this week [5] - The banking sector saw the largest upward revision in earnings expectations at +1.7% [5]
Small Business Technology News: Windows 10 Support Ends, Gemini Adds A Great New Feature, Xero Automates Accounts Payable
Forbes· 2025-10-19 11:00
Windows 10 operating system logo is displayed on a laptop screen for illustration photo. Gliwice, Poland on January 23, 2022. (Photo by Beata Zawrzel/NurPhoto via Getty Images)NurPhoto via Getty ImagesHere are five things in small business technology news that happened this week and how they affect your business. Did you miss them?This Week in Small Business Technology NewsSmall Business Technology News #1 – Windows 10 support ends – here’s who’s affected and what you need to do.Windows 10 is no longer rece ...
在美国,有多少硕博被当做鉴黄师?
Hu Xiu· 2025-10-19 10:55
Core Insights - The article discusses the disparity between the high valuations of AI companies and the low wages of the human labor force that supports them, highlighting the exploitation of skilled workers in the AI training process [1][12][48] Group 1: AI Workforce and Compensation - AI evaluators at Google, despite being highly educated, earn only $16 to $21 per hour, translating to about $3,000 per month, which is significantly lower than the salaries of AI engineers [23][25] - The article emphasizes that many AI trainers are experienced professionals, including writers and educators, yet their compensation does not reflect their qualifications [22][27] - The disparity in pay raises questions about the value placed on different skill sets within the tech industry, particularly the undervaluation of humanities and social sciences [28][30] Group 2: Nature of AI Training Work - The work involved in training AI, such as data labeling and content evaluation, is often tedious and resembles assembly line work, with low pay and high expectations [15][16][35] - The article describes the rigorous standards for AI training tasks, where even minor errors can lead to significant penalties, further emphasizing the exploitative nature of the work [17][40] - The industry relies heavily on outsourcing, creating a pyramid structure where a few top engineers benefit while a large number of lower-tier workers are underpaid and overworked [36][43] Group 3: Global Context and Ethical Concerns - The article highlights that the exploitation of labor in AI training is not limited to the U.S., with similar practices observed in other countries, where workers face harsh conditions and low pay [31][45] - It points out that the psychological toll on workers, especially those handling sensitive content, is often overlooked, raising ethical concerns about the treatment of labor in the tech industry [44][48] - The narrative draws parallels between modern AI labor practices and historical labor exploitation, suggesting that the advancements in technology should not come at the cost of human dignity [50][52]
人工智能到底是不是泡沫?回答业内最大问题的一个实用框架
3 6 Ke· 2025-10-19 10:16
神译局是36氪旗下编译团队,关注科技、商业、职场、生活等领域,重点介绍国外的新技术、新观点、新风向。 编者按:人人都在谈AI泡沫,但没人说得清楚。本文用包含5个指标的框架告诉你:现在不是泡沫,但真正的危险信号是什么呢?文章来自编译。 一个月前,我开始着手回答一个看似简单的问题:人工智能是泡沫吗? 自2024年以来,当我在世界各地的活动中发表演讲时,人们一直在问我这个问题。 尽管华尔街的银行家们普遍认为这是一场投资热潮,但在欧洲和美国的会议室与大会堂里,越来越多的人开始提出这个问题。 有些人已经下定了决心。加里·马库斯(Gary Marcus)称其为"泡沫顶峰"。《大西洋月刊》警告说,"我们目前可能正在经历一场人工智能泡沫,投资者的兴 奋情绪已经远远超出了该技术近期的生产力效益。如果这个泡沫破裂,其后果可能让互联网泡沫的崩溃都相形见绌——而且遭受损失的将不仅仅是科技巨头 和他们的硅谷支持者。"《经济学人》则表示,"潜在的代价已经高得惊人。" 理解这类问题的最佳方式是建立一框架,一个可以随着新证据的出现而不断更新的框架。构建这个框架花费了我数十个小时进行数据分析、建模,并与投资 者和高管进行了大量对话。 本文就是 ...
AI过去一年给美国家庭创造了多少财富?小摩:5万亿美元
Feng Huang Wang· 2025-10-19 06:56
Core Insights - The current AI investment trend has significantly boosted the wealth of American households, with estimates suggesting an increase of over $5 trillion from 30 AI-related stocks [1][2] - These 30 AI stocks represent approximately 44% of the market capitalization of the S&P 500 index [1] - The increase in household wealth is projected to raise annual consumer spending by about $180 billion, accounting for 0.9% of total consumption [2] Company and Industry Analysis - The 30 AI stocks include major companies such as NVIDIA, Microsoft, Apple, and Amazon, with a significant portion from the semiconductor and hardware sector [1][2] - The methodology for selecting these AI stocks involved identifying companies frequently mentioned in news reports and earnings calls related to AI [2] - Despite the positive outlook for AI stocks, there is a warning that a market correction could erase a substantial portion of the recent wealth gains, with a 10% decline potentially reducing household wealth by $2.7 trillion and consumer spending by approximately $95 billion [2] - The ongoing earnings season for tech companies, including TSMC, indicates that many are benefiting from the AI boom, suggesting continued momentum in the sector [2] - Morgan Stanley has estimated that the current AI investment craze could recoup costs within a few years, indicating a long-term positive outlook for the industry [3]
AI 并非存在一个泡沫,而是三个
3 6 Ke· 2025-10-19 00:03
Core Viewpoint - The article discusses the existence of multiple bubbles in the AI sector, highlighting the potential risks and opportunities for companies involved in AI investments and implementations [3][4][5]. Group 1: Types of Bubbles - The first bubble identified is an asset or speculative bubble, where AI-related companies like Nvidia and Tesla have inflated valuations, with Nvidia's P/E ratio at 50 and Tesla's at 200 despite revenue declines [3][4]. - The second bubble is an infrastructure bubble, characterized by massive investments in AI infrastructure without guaranteed future demand, reminiscent of historical overbuilding in the railroad and internet sectors [4]. - The third bubble is a hype bubble, where the promises of AI technology exceed its current capabilities, with a study indicating that 95% of AI pilot projects fail to deliver returns [4][7]. Group 2: Implications for Companies - Companies are advised not to panic in response to the bubble discussions, as the speculative and infrastructure bubbles may not directly impact most organizations [6]. - The hype bubble, however, presents a critical insight: the failure of many AI projects is often due to incorrect application rather than a lack of value in AI itself [7][8]. - Historical parallels are drawn to the internet bubble, where despite the collapse, companies that focused on building value through technology thrived [8]. Group 3: Value Creation Strategies - Successful companies should adopt a problem-oriented approach to identify friction points within their operations that AI can address [9]. - A balanced portfolio of AI initiatives should be developed, considering short-term and long-term investments, with a focus on integrating AI solutions across business functions [9][10]. - The key to thriving in the AI landscape is a systematic approach to value extraction, emphasizing clear objectives and immediate action [10]. Group 4: Opportunities Amidst the Bubble - The AI bubble may present unique opportunities for pragmatic practitioners, such as access to abundant venture capital and talent, as well as lower costs due to overcapacity in infrastructure [11]. - Companies can strategically leverage the bubble to acquire tools and technologies at reduced prices, while others bear the capital risks [11][12]. - The distraction caused by bubble discussions can provide a competitive advantage for companies that continue to focus on systematic AI implementation [12].
What Is One of the Best AI Stocks to Own for the Next Year?
Yahoo Finance· 2025-10-18 10:00
Key Points Alphabet has a wide moat in search that should extend into AI. The company is seeing strong growth in cloud computing, and has attractive bets on other emerging technologies. The stock is attractively valued at current prices. 10 stocks we like better than Alphabet › If you're looking for one of the best artificial intelligence (AI) stocks to own for next year and beyond, you don't need to look far. In fact, you likely use one or more of this company's products daily. That's one of the ...