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Goldman Sachs Raises Alphabet Inc. (GOOGL)’s Price Target to $288, Maintains Buy Rating
Insider Monkey· 2025-10-18 05:51
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
谷歌 DeepMind 推出 CodeMender:自动修复代码的智能代理
AI前线· 2025-10-18 05:11
Core Insights - Google DeepMind has launched CodeMender, an AI-driven intelligent agent designed to automatically detect, fix, and strengthen software vulnerabilities, aiming to reduce the time developers spend on identifying and addressing security issues [1][4] - CodeMender combines automated vulnerability discovery with AI-based repair and validation, contributing 72 verified patches to open-source projects in the past six months, with some projects exceeding 4 million lines of code [1][2] Group 1 - Traditional vulnerability detection methods, such as static analysis and fuzzing, require significant manual verification and remediation, which CodeMender seeks to improve upon [1] - The system generates multiple repair candidates when a vulnerability is detected and validates these patches through automated testing to ensure they resolve the issue without introducing new errors [1][4] - Early repair cases include fixing a heap buffer overflow related to XML stack processing and addressing an object lifecycle management vulnerability [2] Group 2 - The community response to CodeMender has been largely positive, with comments highlighting the impressive nature of automated repairs and the importance of the verification layer for trust [3] - Discussions on platforms like Reddit indicate concerns about the future impact of such automation on cybersecurity, with users speculating on the potential for hackers to exploit similar models [4] - DeepMind emphasizes that all patches generated by CodeMender will undergo human review before formal integration, with reliability and transparency being core principles of the project [4]
微软、AWS 和谷歌加速将生产迁出中国
程序员的那些事· 2025-10-18 01:13
Core Viewpoint - Microsoft is planning to relocate the manufacturing of its Surface devices and data center servers out of China, with a target to complete this transition by 2026 [1][3]. Group 1: Microsoft’s Manufacturing Shift - Microsoft is requesting multiple suppliers to assist in the preparation for relocating the production of Surface devices, data center servers, and components out of China [1]. - A supply chain executive indicated that the scope of this transition is extensive, covering new product launches for laptops and servers, with a goal for all manufacturing to be completed outside of China by 2026 [3]. - For server production, Microsoft has begun moving operations out of China, aiming for at least 80% of the materials in the server bill of materials (BOM) to come from outside China [3]. Group 2: Xbox Production - In addition to Surface devices, Microsoft is also pushing to increase non-China production for Xbox gaming consoles, although there are currently no plans to move all Xbox production out of China [3]. Group 3: AWS and Google’s Strategies - AWS is also adopting a strategy to produce sensitive AI data center servers outside of China, considering reducing procurement from long-term PCB supplier, Shengyi Electronics, despite their established production options outside China [3]. - Google is actively asking suppliers to expand server production capabilities in Thailand, with reports of new facilities being established to double production capacity [4]. - Google aims to create an ecosystem where suppliers can handle all aspects from components to assembly in Thailand, providing alternatives to Chinese manufacturing [4].
X @aixbt
aixbt· 2025-10-17 22:35
x402 just got embedded into google ap2 for agent payments. ai agents can't do kyc or dispute chargebacks. stripe takes 2.9% + $0.30 per transaction. agent making 10,000 $1 api calls daily loses $33,000 in fees on $10,000 of transactions. x402 settles in 1 second for under $0.01. google cloud has 10m accounts getting default x402 integration. singapore testing it for cbdc settlement. 43,000 transactions growing 50% monthly. the entire $15t agent economy needs payment rails that don't exist yet ...
X @Easy
Easy· 2025-10-17 22:23
Okay I’m getting absolutely SMOKED on this now.Google CEO said “later this year” at dream force.My only only only hope is that we get Open waitlist on October 22nd so we can resolve to yes on a formality https://t.co/rggfvCdvzqEasy (@EasyEatsBodega):Despite the drop down to 31%I still feel strongly that this happens.I look at correlating markets.And market for Top AI Model end of October is still Google.The BIGGEST piece of this is that Gemini 3.0 can release can be an Open Beta, or Open Waitlist.Which seem ...
Byte-Sized AI: Google Adds Shoes to User-Centric Virtual Try-On; NoFraud Acquires Yofi
Yahoo Finance· 2025-10-17 21:29
Frasers Group and NoFraud Partnership - Frasers Group is partnering with Commercetools to enhance its brands' participation in agentic commerce, focusing on real-time risk management for merchants [1][6] - The partnership will involve three of Frasers' brands—Sports Direct, Flannels, and Frasers—utilizing Commercetools' agentic commerce suite to improve customer experiences through large language models [6][7] - The integration aims to meet evolving consumer expectations and deliver a more personalized shopping experience [7][9] NoFraud and Yofi AI Acquisition - NoFraud has acquired Yofi AI to bolster its capabilities in combating fraud and abusive shopping patterns, particularly ahead of the holiday season [2][4] - Yofi AI's technology is designed to help retailers identify and mitigate policy abuse, which has become a significant threat to retail margins, costing merchants billions [2][3] - The financial terms of the acquisition were not disclosed, but Yofi AI has received backing from notable venture capital firms [3] Industry Trends and Innovations - The retail industry is experiencing a shift towards agentic commerce, where customers delegate shopping tasks to AI agents, necessitating seamless and trusted retail experiences [9] - Companies like Google are expanding their AI capabilities, such as virtual try-on tools, to enhance consumer engagement and customization in shopping [10][12] - First Insight is testing a new conversational AI co-pilot named Ellis, aimed at helping retailers make data-driven decisions in real-time, especially critical during the holiday season [13][18]
X @Nick Szabo
Nick Szabo· 2025-10-17 14:05
RT Wall Street Apes (@WallStreetApes)This is how the average Google employee lives in Mountain View, California (Silicon Valley)I’ve actually driven through this area, every road is lined with RVs. There are RVs EVERYWHEREThe cost of living is so high in the area, almost all employees live out of these RVs https://t.co/QeQaOgKzus ...
"They had the Lead..."
20VC with Harry Stebbings· 2025-10-17 14:00
I think Google's a risk. Like I would never have said that five ten years ago. I find myself using chat GPT more and more.And so I think they have big innovators dilemma problem, but I think talent probably plays into it. I think it's more of like incentives where it seems like they're really slow on AI. >> You're not impressed by Gemini. >> I'm definitely not impressed by how Gemini is like integrated into their consumer products.I think Gemini as a model is good. It's in like the three models that we care ...