Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has taken a swipe at Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) autonomous cab company Waymo amid a Robotaxi push in the U.S.Waymo Never Had A Chance, Says Elon MuskOn Tuesday, Google's chief scientist for DeepMind, Jeff Dean, took to the social media platform X, sharing his views on Waymo's progress in the AV sector. Dean was asked about his thoughts on Tesla's AI application. "I don’t think Tesla has anywhere near the volume of rider-only autonomous miles that Waym ...

Core Viewpoint - The article discusses the emergence of "Aluminium OS," a new operating system from Google that aims to integrate ChromeOS and Android into a comprehensive desktop platform, emphasizing AI integration [1][2][3]. Group 1: System Overview - Aluminium OS is described as "an Android-based operating system with AI at the core," indicating a significant upgrade rather than a simple enhancement [3][4]. - The system is designed to cover various product forms, including laptops, 2-in-1 devices, tablets, and small desktop units similar to ChromeBox [7]. - Unlike a simplified tablet mode, Aluminium OS functions as a full desktop operating system while retaining the desktop interface and mouse/keyboard operation logic from Chrome OS [8][9]. Group 2: Ecosystem and Compatibility - A key feature of Aluminium OS is its compatibility with millions of Google Play applications, allowing them to run directly without adaptation, including mobile apps and office software [13]. - This approach addresses the pain points of 2-in-1 devices, combining the long battery life and low heat of mobile devices with the multi-window capabilities of computers [14]. Group 3: Competitive Landscape - The introduction of Aluminium OS challenges the existing dominance of Windows and Apple's operating systems, providing users with a third option in the market [17]. - The system will also integrate AI functionalities, leveraging the Gemini model, similar to Android XR, to enhance user experience [16].

Core Viewpoint - The investment memo by Howard Marks discusses the potential "bubble" in AI investments and emphasizes the need for rational evaluation amidst the current AI technology revolution [1][2]. Group 1: AI Investment Landscape - Oaktree Capital has invested in several data centers, with its parent company Brookfield raising a $10 billion fund for AI infrastructure investments [1]. - Major companies like Oracle, Meta, and Google have issued 30-year bonds for AI investments, with yields only slightly above risk-free rates, raising questions about the wisdom of such long-term debt under technological uncertainty [2][27]. - AI is seen as potentially the greatest transformative technology in history, with significant capital being allocated to it [3][16]. Group 2: Market Behavior and Speculation - The current enthusiasm for AI could lead to a bubble, characterized by excessive optimism and speculative behavior among investors [4][5]. - Historical patterns of bubbles suggest that new technologies often attract irrational exuberance, leading to overvaluation and subsequent losses [7][8]. - The memo highlights the cyclical nature of bubbles, where initial excitement can lead to significant financial losses for investors [5][6]. Group 3: Debt Financing in AI - The use of debt financing in AI infrastructure is increasing, with concerns that this could amplify risks associated with speculative investments [26][28]. - The memo warns that the current phase of speculative financing may lead to unsustainable practices, reminiscent of past financial crises [28][29]. - There is a distinction between healthy and unhealthy debt behaviors in the AI sector, with some companies leveraging debt aggressively without clear revenue prospects [27][28]. Group 4: Uncertainties and Future Outlook - Despite the potential of AI, there is considerable uncertainty regarding its commercialization, the identity of future winners, and the overall market dynamics [18][19]. - The memo raises questions about whether AI will lead to monopolistic markets or remain competitive, impacting profitability for companies involved [19][20]. - Concerns are also expressed about the sustainability of AI-related investments, particularly regarding the lifespan and economic viability of AI infrastructure [30][31].

见证历史！今天，首个由H100太空GPU训出LLM诞生了，它基于Karpathy nano-GPT训练。不仅如此，谷歌Gemma也在太空成功运行，向世界发出首句 问候：地球人，你好。 基于H100加持的Starcloud-1卫星，初创公司在Karpathy的nanoGPT上，用莎士比亚语料完成了训练。 「地球人，你好」！ 这是谷歌开源Gemma模型，在外太空发送的第一条信息。 今天，英伟达太空GPU炼出了首个AI模型，彻底引爆了全网。 最关键的是，它能以莎士比亚的口吻和人聊天—— our way To the earthless and his foe to make him wish you. 11月初，一颗不起眼的卫星静静升空，却在人类科技史上留下浓墨重彩的一笔。 LADY GREY: They can it like you from me speak... Karpathy本人激动表示，nanoGPT首个在太空进行训练和推理的模型，新征程，就此启航。 「nanoGPT一小步，AI一大步」。 还有，马斯克、前谷歌CEO等科技圈一众AI大佬们，纷纷点赞这一历史性成就。 此时此刻，科幻正照进现实。 首个太空 ...

Core Viewpoint - The European Commission is using Apple's App Store compliance measures as a benchmark to evaluate Google's App Store compliance, with potential hefty fines for Google by Q1 2025 if it fails to meet standards [1][4]. Group 1: Regulatory Context - The regulatory developments stem from the implementation of the Digital Markets Act, which led to a €500 million fine imposed on Apple earlier this year for violations [4]. - Apple's comprehensive App Store reform plan has become an "invisible benchmark" for regulatory compliance in the industry, despite not being officially recognized by the EU [4]. Group 2: Google's Compliance Measures - Google's reform measures announced in August were criticized for being insufficient, as the EU believes they do not meet core requirements such as allowing developers to direct users to third-party payment channels [4]. - Although Google reduced the initial acquisition fee for developers from 10% to 3% and introduced a tiered fee structure, the EU still sees gaps in compliance compared to Apple's approach [4]. Group 3: Implications for the Industry - The EU's stance indicates a shift towards a "benchmarking" phase in app store regulation, with Apple transitioning from a "penalized entity" to a "reference point" for compliance [4]. - This development is expected to accelerate Google's reform process and provide a new direction for global app store compliance reforms, making Google's ability to implement additional measures a key focus in antitrust regulation within the tech industry [4].

来源：环球网 【环球网科技综合报道】12月11日，据techcrunch报道，美国数十位州总检察长日前联合向微软、 OpenAI、谷歌等12家主流AI企业发出警告信，要求其紧急整改AI模型的"妄想性、谄媚性输出"问题， 若未落实防护措施，可能面临违反州法律的风险。 值得关注的是，此次被警告的企业覆盖AI全赛道，除微软、OpenAI、谷歌等头部玩家，还包括苹果、 Meta、Anthropic 等，甚至Replika这类主打"情感陪伴"的AI聊天机器人公司也在列，可见监管方对AI心 理健康风险的全面警惕。 据悉，这封由全国总检察长协会牵头的信件，直指过去一年多起与 AI 相关的暴力事件—— 包括自杀、 谋杀案，称这些悲剧与AI过度输出"助长妄想""否定认知偏差"的内容直接相关。为此，信件提出三大核 心要求：一是引入第三方机构（学术、公民团体等）对AI模型开展发布前审计，且审计结果可自主公 开；二是建立类"网络安全事件"的响应机制，公开检测与处理"有害输出"的时间表，并及时通知受影响 用户；三是在模型上线前完成安全测试，杜绝"危害心理健康的输出内容"。 目前，涉事的谷歌、微软、OpenAI 尚未回应此事，但监管层面 ...

在后付费市场，三星虽然促销力度保持强劲，但更多优惠需要以旧换新或附加更严格的套餐条件，整体 促销价值不及谷歌和苹果。 凤凰网科技讯 12月11日，根据市场研究机构Counterpoint Research发布的最新数据，2025年美国黑五促 销季智能手机市场的竞争格局出现动态变化。谷歌凭借提前启动的促销活动，在黑五前的数周于后付费 市场占据领先，但苹果在关键的黑五期间加大促销力度，最终实现反超。 数据显示，谷歌在10月便启动Pixel系列促销活动，Verizon渠道为Pixel 10 Pro Fold提供最高1260美元折 扣且无需以旧换新，使谷歌在促销初期保持优势。但苹果在黑五期间通过T-Mobile和Verizon推出针对 iPhone 17系列的积极促销，包括为携号转网用户提供免费四部iPhone 17的优惠，最终实现反超。 在预付费市场，摩托罗拉和三星并列第一，Metro的促销力度在各渠道中领先。值得注意的是，Total Wireless推出了一项99美元捆绑套餐，包含TCL手机、平板及一年服务，预示着预付费市场可能出现更 多捆绑优惠。 今年黑五当天门店客流量低于往年，但运营商通过推动线上购买抵消了部 ...

美国电子商务平台亚马逊公司10日说，到2030年，将在印度投资350亿美元，用于发展人工智能(AI)产 业。另一家美国大型科技企业微软公司9日也宣布计划在印度投资175亿美元建设AI基础设施。 不过，有业内人士对这些项目的前景和风险心存疑问。印度科技界人士称，印度对AI领域的投资起步 较晚，由政府推动的项目通常成功比例很低。一些企业虽有潜力，却难以从风险投资基金那里筹集到资 金，导致项目往往无法实施。 按照亚马逊公司10日的说法，亚马逊公司此前在印度的投资额接近400亿美元，用于建设实体和数字基 础设施，包括交通网络、数据中心、数字支付等。计划中的350亿美元投资将涉及其在印度的所有商业 板块。 此前一天，印度总理莫迪在首都新德里会见微软首席执行官萨蒂亚·纳德拉。会面结束后，印度裔的纳 德拉表示，他与莫迪"就印度AI业机遇的对话令人鼓舞"，微软计划在印投资175亿美元，首要目标是在 印度建立安全的超大规模AI基础设施，核心项目是位于海德拉巴的一个数据中心。微软计划明年年中 启用该数据中心。 此前，谷歌公司也宣布计划投资150亿美元在印度安得拉邦港口城市维萨卡帕特南建设一座AI数据中 心。 上月，微软还宣布计划 ...

就在今天，OpenAI两款神秘图像模型，悄然登陆Design Arena和LM Arena平台展开测试。 Chestnut（栗子） Hazelnut（榛子） 这周重头戏即将上演！OpenAI神秘生图模型GPT Image 2内部代码流出，将随GPT-5.2一同上线。另一边，谷歌Flash版「香蕉」和Gemini 3 Flash也准备 好了。 没蹲到GPT-5.2？ 别急，OpenAI的「王炸」已经在路上了！ 这两款模型，据称是GPT Image 2。有网友猜测，它将随着下一代旗舰模型GPT-5.2于本周亮相。 与谷歌Nano Banana Pro相比，它们具备了类似的世界知识，可生成画质相近的名人自拍，特别擅长在图像中嵌入代码。 下图中，它可以生成手写风格的白板字（但logo好像不是最新的），还能在生图时直出代码。 另有实测过的开发者们，纷纷表示OpenAI生图质量，还是比不上谷歌Nano Banana Pro。 尤其是人物面部生成效果，看起来比较假。 对此，他们认为，GPT Image 2可能仍基于GP-4o完成的训练，不过相较于上一代还是提升了不少。 神秘生图模型上线，打不过Nano Banana？ 那么 ...

12月11日上午，A股三大指数走势分化，上证指数盘中下跌0.15%，有色金属、电力设备、国防军 工等板块涨幅靠前，综合、房地产跌幅居前。芯片科技股分化，截至9点59分，芯片ETF（159995.SZ） 下跌0.52%，成分股华海清科上涨5.39%，澜起科技上涨3.14%，拓荆科技上涨1.75%，盛美上海上涨 1.45%。然而，北京君正、海光信息等表现不佳，分别下跌3.48%、2.89%。 消息方面，根据量子位援引消息称，谷歌开始向Meta与大型金融机构等，推介在其自有数据中心 部署TPU的方案。Meta正在与谷歌探讨使用TPU训练新AI模型，计划在2027年斥资数十亿美元在其数据 中心使用TPU，并于明年从谷歌云租用谷歌芯片。 申港证券表示，谷歌云部门部分高管预测，这类业务可为谷歌带来数十亿美元的年收入。建议关注 谷歌产业链光模块、PCB等龙头企业，以及有望受益定制AI芯片行业崛起的企业。 资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、 设计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长电科技、北方华创等。其场外联 接基金为，A类：008887；C ...