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2478亿,今年最大并购要刷新了
投中网· 2025-08-16 06:04
",第一时间收获最新推送 蛇吞象。 作者丨蒲凡 来源丨 投中网 今年4月,一笔重磅收购案迅速传遍了整个科技圈:OpenAI愿意以高达200亿美元(约合人民币1459亿元)的价格,收购谷歌 旗下的明星产品Chrome浏览器。 如果这笔交易能顺利落地,那么OpenAI将翻倍刷新他们自成立以来的对外投资纪录——此前他们最大的一笔对外投资是以65 亿美元(约合人民币467亿元)买下了AI硬件开发商Io Products;而Chrome则将成为谷歌成立以来,卖出的最贵一笔资产—— 此前他们卖出最贵的一笔资产是摩托罗拉。 2012 年到 2014 年期间谷歌分别以 7500 万美元、 23.5 亿美元、 29.1 亿美元拆分出售了摩托罗拉生产线业务、摩托罗拉家庭业务、 摩托罗拉移动,总计 53.35 亿美元(约合人民币 383 亿元)。 并且与摩托罗拉这种"负资产"明显不同,即使如今被摆上了货架,但Chrome仍然有不可撼动的市场地位。据第三方数据平台 StatCounte统计,截止到2025年7月,Chrome仍然在全球浏览器市场中拿下了高达67.9%的份额。 好一个"蛇吞象"。 "好几个投资方,一致通过" 虽然Per ...
云厂商传播的哑巴账
3 6 Ke· 2025-08-16 04:10
Core Viewpoint - The cloud computing industry is facing challenges in communication strategies as the complexity of technology increases, leading to a disconnect between cloud service providers and decision-makers in companies [2][3][4]. Group 1: Challenges in Cloud Communication - The complexity of cloud technology has raised the barrier for decision-makers, making it difficult for them to understand the offerings [3][4]. - The decision-making chain has become longer and more fragmented, with various stakeholders (CTO, CFO, CEO) having different priorities and concerns [4][5]. - Cloud providers often use a one-size-fits-all communication approach, which fails to resonate with diverse audiences, leading to a lack of memorable messaging [5][6]. Group 2: Current Communication Strategies of Major Cloud Providers - Alibaba Cloud emphasizes its technological superiority, but this approach may alienate business leaders who seek direct connections to business growth [9][10]. - Tencent Cloud focuses on ecosystem integration, highlighting its connections with WeChat and other platforms, but this may raise concerns about dependency on Tencent's ecosystem [10]. - Baidu Cloud centers its messaging around AI capabilities, which may be too advanced for many potential clients still in the early stages of digital transformation [10][11]. Group 3: Effective Communication Approaches - Successful cloud providers like AWS focus on customer case studies, demonstrating tangible benefits and cost savings, which resonate well with decision-makers [12][25]. - Microsoft Azure promotes integrated productivity solutions, making it clear how its services enhance employee efficiency [13][14]. - Google Cloud engages developers through community-driven initiatives, fostering a positive reputation that influences corporate decision-making [15][16]. Group 4: Recommendations for Improvement - Cloud providers should clarify the structure of their services, ensuring that different stakeholders understand their respective roles and benefits [22][23]. - Using industry-specific scenarios and case studies can help bridge the gap between technical jargon and business needs, making the value proposition clearer [24][26]. - Collaborative marketing strategies, such as showcasing industry-wide adoption of a cloud service, can enhance credibility and appeal to potential clients [28][30][34].
AI热潮下,电力挑战愈发突出
半导体行业观察· 2025-08-16 03:38
公众号记得加星标⭐️,第一时间看推送不会错过。 来源 :内容来 自 tomshardware,谢谢 。 一份关于人工智能数据中心对电网巨大需求的新报告称,随着亚马逊、谷歌和微软等公司数据中心的 扩张,个人和小型企业的电价可能会大幅上涨。《纽约时报》报道称,到 2028 年,人工智能数据中 心对美国电力的需求可能会从几年前的 4% 增至 12%。此外,高科技巨头正在建设自己的发电厂, 成为电力的消费者和生产者,这将从根本上重塑美国电力市场。报告称,小型企业和家庭的电费可能 会因此大幅上涨。 然而,无论超大规模云服务供应商是自行发电还是从合作伙伴处购买电力,其电力需求都必然导致电 网扩建。问题是,谁来支付这笔扩建费用?如果升级跟不上步伐,最终可能导致停电,工业客户将无 法获得有限的电力。 公用事业行业警告称,科技公司预留的容量可能远超其最终使用量,导致纳税人不得不承担闲置基础 设施的成本。例如,独角兽利益集团(Unicorn Interests)计划于2013年在弗吉尼亚州启动一个大型 数据中心,但最终推迟了四年才正式启用。监管机构批准了4200万美元的变电站和输电线路升级项 目,但其中大部分项目在延期期间未能投 ...
谷歌取得协作文档访问记录和管理相关专利
Jin Rong Jie· 2025-08-16 02:17
本文源自:金融界 作者:情报员 金融界2025年8月16日消息,国家知识产权局信息显示,谷歌有限责任公司取得一项名为"协作文档访问 记录和管理"的专利,授权公告号CN118227576B,申请日期为2018年07月。 ...
从流量积累到商业变现,AI 互联网时代下的新一轮巨头之争开始了吗?
机器之心· 2025-08-16 01:30
Core Viewpoint - The release of GPT-5 with its Router dynamic switching mechanism is seen as a pivotal tool for OpenAI to commercialize advertising, posing significant challenges to traditional internet giants reliant on traffic for revenue generation [1]. Group 1: AI Companies Breaking the Traffic Monopoly - AI applications are rapidly growing their user base, positioning themselves to compete with traditional mobile internet Super Apps [5]. - In China, DeepSeek is projected to reach 194 million monthly active users by March 2025, surpassing Doubao and Tencent Yuanbao [5]. - Globally, ChatGPT has surpassed 700 million weekly active users, while Gemini has over 450 million monthly active users [5][6]. - The user traffic of AI applications is driven by the benefits of large model technologies, which create a new paradigm of value generation [6][7]. Group 2: AI Companies' Commercial Foundations - The introduction of AI as a platform capability raises questions about the necessity of multiple apps for users [3]. - AI applications can directly create tangible value from user interactions, unlike traditional mobile internet applications that primarily rely on traffic and information distribution [7][8]. Group 3: Competition Between Chinese and American Internet Giants - The differing investment attitudes of Chinese and American internet giants in AI may impact their future competitiveness [4]. - Traditional internet giants like Meta, Google, and Tencent heavily rely on advertising revenue, with Meta generating 98% of its revenue from ads [9].
X @TechCrunch
TechCrunch· 2025-08-16 00:05
Perplexity just offered Google $34.5B in cash for Chrome, which is way more than the startup has ever raised....so if anyone can just say they’re buying Chrome, @equitypod asks the obvious question: Why not us too? https://t.co/q9splbRYp3 ...
5 Unstoppable "Ten Titans" Growth Stocks to Buy Now and Hold Through at Least 2030
The Motley Fool· 2025-08-15 23:05
Core Insights - The "Ten Titans" are the largest growth-focused U.S. companies by market cap, comprising Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta Platforms, Broadcom, Tesla, Oracle, and Netflix, collectively accounting for over 37% of the S&P 500, indicating a top-heavy market structure [1] Group 1: AI and Technology - Nvidia and Broadcom are pivotal in the development of artificial intelligence, with Nvidia providing a comprehensive AI ecosystem through its GPUs and software, while Broadcom offers AI accelerators that enhance efficiency and reduce power consumption [4][5] - Broadcom's semiconductor segment includes a variety of solutions for enterprise clients, showcasing its differentiated networking and infrastructure software business [6] Group 2: Cloud Computing - Microsoft, Alphabet, and Oracle present distinct investment opportunities in cloud computing, with Microsoft Azure being the second-largest cloud provider and experiencing rapid growth driven by AI demand [7][8] - Alphabet's Google Cloud is growing quickly but does not contribute as significantly to the company's overall profits compared to its other services, yet it remains a strong value proposition among the Ten Titans [9] - Oracle Cloud Infrastructure is gaining traction due to its flexible structure and integration with Oracle's database ecosystem, positioning it as a competitive player in the cloud market [12][13][14] Group 3: Investment Potential - Nvidia, Broadcom, Microsoft, Alphabet, and Oracle have outperformed the S&P 500 over the past five years, although Nvidia, Broadcom, and Oracle are considered more expensive based on their valuations [15][16] - Long-term investors may prioritize growth potential over current valuations, with Nvidia, Broadcom, and Oracle offering attractive growth trajectories, while Microsoft and Alphabet present reasonable valuations with multiple growth avenues [16][17]
3 Unstoppable Growth Stocks That I Wouldn't Hesitate to Buy if They Dropped in Value
The Motley Fool· 2025-08-15 21:00
These stocks are already great buys today, but they would be downright steals at lower prices.One important lesson I learned from the market volatility in recent years is how important it is to not only have a watchlist set up but also price targets for specific stocks. That way, if stocks on your list fall to those levels, you can quickly pull the trigger and buy them. In the brief crash that took place this year due to tariffs and the pandemic-fueled crash of 2020, there was a sudden drop in share prices ...
Made By Google Event 2025
CNET· 2025-08-15 19:04
Event Announcement - Google's Pixel 10 announcement live coverage on Wednesday, Aug 20, at 9:30 a.m PT (12:30 p.m ET) [1] Product Focus - Anticipation for the Made By Google Pixel 10 event [1] - Discussion of potential leaks and rumors surrounding the Pixel 10 [1] Media and Engagement - CNET, PCMag, and Mashable are providing live coverage [1] - Encouragement to follow CNET on various social media platforms including YouTube, TikTok, Instagram, Bluesky, X, and Facebook [1] - Promotion of CNET's AI Atlas and Amazon Storefront [1]
谷歌翻译,或将变身多邻国?
3 6 Ke· 2025-08-15 12:05
多年来,谷歌翻译一直被人们用作多种语言之间的即时翻译工具,但或许要不了多久,它能做的或许远超这些——它正尝试将教育工具/学习体验嵌入到 日常实用工具中,比如从头开始教人们学语言。 当前,谷歌正在增强其翻译应用,为其添加"练习"功能,允许用户直接在翻译界面中进行交互式语言练习,模仿多邻国的游戏化课程,并集成了实时翻译 等AI驱动的工具。与注重速度和实用性的核心翻译功能不同,"练习"模式注重的是逐步提升用户技能。 近日,有Telegram用户Mehrad发现,谷歌翻译可能会新增一个"练习"按钮,方便用户练习新语言。Mehrad晒出了"练习西班牙语"的界面截图,其中包括用 户目标(希望达到的西班牙语水平)、日常活动和已练习词汇。 (图源自Telegram用户Mehrad) 紧接着,美国科技博客Android Authority随后对谷歌翻译的最新版本(9.14.71.788519780.3-release版)进行了 APK 拆解。 Android Authority发现,"练习"功能处于Beta版阶段(公测阶段,产品已通过 Alpha 测试,核心功能稳定,大部分严重 bug 已修复,界面、交互基本定 型,可理解为 ...