上月，微软还宣布计划在葡萄牙投资100亿美元、在阿拉伯联合酋长国投资150亿美元，用于AI基础设 施。据统计，美国科技巨头围绕AI推出的投资项目总规模达数万亿美元。路透社评论，这些企业估值 飙升和一系列"循环投资"加剧了人们对AI泡沫的担忧。投资者要求美国科技巨头证明，他们在AI领域的 巨额投资正在取得回报。（完）（郭倩） 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 德拉在社交媒体表示，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。 【新华社微特稿】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 ...

（文/罗叶馨梅）12月10日，泰凌微（688591.SH）在投资者互动平台表示，公司与谷歌在智能家居、音频等多个领域已展开具体项目合作，合 作范围正由早期的遥控器芯片供应延伸至更广泛的智能终端场景。公司称，双方关系已升级为涵盖音频、智能家居及端侧AI等多领域的深度合 作。 在端侧AI方向，泰凌微基于TL721X系列芯片推出TL-EdgeAI平台，支持谷歌LiteRT、TVM等开源模型部署，面向低功耗物联网与可穿戴设备 场景。公司表示，该平台在功耗控制和连接协议支持方面具备优势，目标是为多种智能家居与音频终端提供轻量化AI推理能力。 公开资料显示，泰凌微主营低功耗无线连接及系统级芯片，产品广泛应用于智能遥控器、智能家居设备、可穿戴设备等消费电子领域。公司通 过在蓝牙、射频前端及边缘计算等方向的布局，逐步构建围绕智能家居和物联网的芯片与平台体系，以提升整机厂客户的一站式配套能力。 公司认为，在AI与物联网融合趋势下，端侧设备对低功耗算力与多协议连接的需求正在提升，大型互联网企业与芯片供应商之间的生态协同将 更加紧密。借助与谷歌在音频、智能家居和端侧AI场景的合作，公司期望进一步验证自家平台在国际主流终端上的适配能 ...

RT Aakash Gupta (@aakashg0)In January 2015, Google and Fidelity wrote a combined $1 billion check for roughly 10% of SpaceX. The company was valued at $12 billion. Google’s portion: approximately $900 million for 7.4%.At the time, SpaceX had just successfully landed a Falcon 9 first stage for the first time. Starlink was a PowerPoint presentation. Revenue was a rounding error compared to today.Ten years later, SpaceX has become the most valuable private company on Earth.The valuation trajectory tells the st ...

约翰逊将近期的市场动向以及对人工智能相关泡沫的担忧，比作淘金热的初期阶段。她在会议专 题讨论中表示："这有什么可在意的？目前也就七只相关个股。我们正在见证此生最大的技术变革 之一，这就好比说淘金热里的铁铲和镐头价格涨得离谱，但这本身不影响淘金的大趋势。"她还 称："我们甚至还没开始看到人工智能的真正影响力。" 她补充道，该技术还需要数年时间才能具 备变革性意义，并切实反映在企业收益中。这一观点与政策制定者和经济学家的看法一致，后者 仍在评估人工智能对生产力、劳动力市场以及企业收益的影响。富兰克林邓普顿管理的资产规模 总计约 1.7 万亿美元。 热门选股元宇宙平台公司（META） 股价跌 1.48%甲骨文公司（ORCL） 股价涨 0.45%纽约商品交易所 黄金期货（GC=F） 价格跌 0.25%谷歌母公司字母表（GOOG） 股价涨 1.05% 路透社阿布扎比 12 月 10 日电 出席阿布扎比金融周的大型投资者对人工智能相关企业的高估值表达了 担忧，但同时表示，对于该领域长期成功至关重要的基础设施相关投资不容忽视。 近几个月来，字母表、元宇宙平台公司、甲骨文等科技巨头纷纷涌入债券市场，以在人工智能竞赛中保 持领 ...

Google launches sub-$5 AI Plus plan in India to compete with ChatGPT Go https://t.co/uUyQBry9oQ ...

Enhanced geothermal startup Fervo Energy has raised $462 million to complete its first large-scale power plant and begin development on several others as it races to provide electricity to a power-hungry grid. The new funds will help the company continue work on its 500-megawatt Cape Station power plant in Utah while starting development on several others, Sarah Jewett, senior vice president of strategy at Fervo, told TechCrunch. The new round was led by B Capital with participation from AllianceBernste ...

Group 1 - The company has emerged as a leader in advanced geothermal energy [1] - The company is backed by Bill Gates's Breakthrough Energy Ventures [1]

机器之心报道 编辑：+0 让我们细数一下这两年令人印象深刻的模型代号：草莓、香蕉、胡萝卜……每次一亮相，总要和水果蔬菜沾点关系。 这两天网友又发现了一个新的模型代号，这次不卖水果蔬菜，改开下午茶了。 最新的主角叫： Olive Oil Cake（橄榄油蛋糕） ，另加 Chestnut and Hazelnut（栗子和榛子） 。 种种迹象表明，这顿「下午茶」是 OpenAI 在内部「红色代码（Code Red）」警戒下，为了阻击谷歌 Gemini 3 而端出的全套反击大餐。 首先是这款神秘的主菜。 有眼尖的用户在 Notion 上发现了一个带有 OpenAI Logo 的新模型选项，内部代号赫然写着：Olive Oil Cake。 虽然目前普通用户还无法选中这个模型，但这唯一的标识码显然与现有的 GPT-5.1 不同。业内普遍猜测，这块听起来口感绵密、还带点地中海风情的「蛋 糕」，极有可能就是传说中的 GPT-5.2。 为什么说是「Code Red」级别的紧急发布？ 无论最终命名如何，这两款模型在 社区讨论中 都被视为 Image-1 的直接继任者，目标非常明确：解决痛点，对标谷歌。根据测试者的反馈， 这款新模 ...

Occasionally counted out, Alphabet is best positioned for 2026 AI dominance.It's impossible to read financial news these days without seeing multiple articles about artificial intelligence (AI). These headlines range from the demand for cutting-edge semiconductors to which company is winning the race for large language models (LLMs). Which one is ahead and which is behind seems to change daily, with no shortage of opinions on who the winners will be in our AI future.Alphabet (GOOG +1.05%) and its Gemini LLM ...

Core Viewpoint - The European Union is investigating whether Google is leveraging its dominant position in search to unfairly obtain content for AI training through web crawlers, potentially gaining an unfair advantage in the AI competition [1][2]. Group 1: Investigation Focus - The investigation centers on Google's use of its web crawler, Googlebot, to freely acquire content from the internet, while competitors like OpenAI and Amazon spend millions to secure licensing agreements for training data [2]. - This advantage has allowed Google to quickly catch up to competitors after the launch of ChatGPT, raising questions about whether this rapid development was achieved through fair means [2]. Group 2: Google's Dual Standards - Google enjoys a unique advantage in acquiring AI training data, using Googlebot to index web content while simultaneously utilizing the same data for training its AI models [3]. - Other AI companies must pay for high-quality data, while Google obtains it for free, leading to a situation where publishers face a dilemma: blocking Googlebot risks losing visibility in search results, while allowing its use means forfeiting compensation [3][4]. Group 3: Regulatory Solutions - A proposed regulatory solution suggests that Google should separate its search crawler from an AI-specific crawler, allowing publishers to opt-out or seek compensation for their content [5]. - This separation would create a fairer competitive environment, ensuring all AI companies face similar costs for acquiring training data [5]. Group 4: Market Dynamics - Google argues that the EU's investigation could stifle market innovation, but the reality is that the AI boom is increasingly concentrating profits among existing giants like Google [6]. - The dual use of Googlebot exemplifies how Google may be reinforcing its dominance, and eliminating this potential advantage is necessary for fostering a genuinely competitive AI landscape [6].