转自：CSDN（ID：CSDNnews） 随着大模型越来越聪明， AI 所呈现光环的背后， 现实中却有人正在为此付出代价。 几 天前，马斯克旗下的 xAI 才刚刚裁掉了 500 名数据标注员工；紧接着，外媒《Wired》于近日 披露，谷歌在上个月也进行了两轮"优化"，其对外包公司 GlobalLogic 的承包商进行了裁员，超过 200 名负责评估和改进谷歌旗下 AI 产品质量的合同工被突然解雇，毫无预警。 对此，一些外包员工叫苦不堪，他们称自己被裁的原因之一，是因为站出来抗议"苛刻的工作环境和 廉价的薪酬"。其中还有人直言："我们被迫训练 AI，结果它是来取代我们自己的。" 和大家印象中的"流水线标注工"不同，这些"超级评估员"学历并不低。 想加入该项目，往往需要硕 士甚至博士学位。 参与者中不乏作家、教师和创意工作者，他们运用专业背景来判断答案的准确性 与可读性。 外包中的"AI 超级评估员" 这些外包岗位有个体面的名字，叫做 AI 评估员 ，分为"普通"和"超级"两类。这种职位的出现，也 是促使 AI 模型越来越"聪明"的重要原因之一。 他们日常的主要工作是负责审核模型的输出，看看 AI 模型给出的内容 ...

Core Viewpoint - The abrupt withdrawal of $7.4 billion in funding for the Natcast initiative, designed to bolster the U.S. semiconductor industry, has led to significant layoffs and uncertainty within the organization, which was previously seen as a key player in maintaining America's technological edge against China [2][3][6]. Group 1: Impact of Funding Withdrawal - The funding withdrawal has resulted in Natcast facing closure, with over 90% of its workforce laid off, leaving only a few employees to manage legal and financial obligations [10][11]. - The decision has created confusion and frustration among companies, researchers, and lawmakers regarding the implications for ongoing projects and the future of semiconductor research and development [3][9]. - Approximately $2 billion was previously committed to infrastructure, research, and workforce projects across states like Arizona, New York, California, and Texas, which are now in jeopardy [3][6]. Group 2: Industry Reactions and Future Plans - Major companies involved in Natcast, including Nvidia, Intel, and AMD, are now seeking alternative funding sources and are in discussions with the Department of Commerce regarding their own projects [9][15]. - The Albany Nanotech Complex in New York, which received $825 million in federal funding, is expected to continue its operations despite the funding uncertainty, with state officials affirming their commitment to the project [11][16]. - The Department of Commerce is reportedly planning to redistribute the $7.4 billion funding, but details on how this will be structured remain unclear, leading to further speculation and concern within the industry [13][15]. Group 3: Legal and Political Context - The termination of Natcast's funding was justified by the Commerce Secretary, who claimed the organization was politically motivated and lacked a solid legal foundation [22][24]. - There are ongoing discussions among lawmakers from both parties seeking clarification on the decision and its implications for the semiconductor industry [8][14]. - The legal basis for the termination has been questioned, with some officials suggesting that the previous administration's cautious approach to establishing Natcast was mischaracterized as politically driven [23][25].

在浩瀚的互联网世界里，有些地址注定会被人记住。 比如中国人常挂在嘴边的"百度一下"，比如早年间家家户户路由器里的"192.168.1.1"。 但在全球范围里，有一个地址几乎无人不知，它就是：8.8.8.8。 你可能没仔细想过，为什么偏偏是这几个数字？它又是怎么从一个普通的 IPv4 地址，变成了人人会敲的"神奇号码"？今天咱们就好好聊聊。 先说个小故事。 2009 年底，谷歌在官方博客上发布了一则消息：他们上线了自己的公共 DNS 服务，主打"免费、快速、稳定"。那时候，谷歌给的地址就是 8.8.8.8和 8.8.4.4。 说实话，很多人一开始都没太在意。DNS 解析这种东西，对普通用户来说挺陌生的。可没想到，凭借着这四个"顺口的 8"，这个地址迅速火了。 为什么？因为好记。 想象一下，当年你在网吧玩游戏，或者在公司里网速卡得要命，旁边的同事凑过来神秘一笑："你把 DNS 改成 8.8.8.8，试试看。" 那种"口口相传"的传播 力，比任何广告都有效。 要理解 8.8.8.8 的价值，得先搞清楚 DNS 是干嘛的。 我们都知道，互联网的"底层语言"是 IP 地址。可问题是，IP 就是一串数字，像电话号码一样。 ...

Group 1 - The Magnificent Seven stocks, including Alphabet, Meta Platforms, Microsoft, Nvidia, Apple, Amazon, and Tesla, have significantly contributed to the S&P 500's double-digit gains over the past two years, driven by the AI boom and a favorable environment for growth stocks [1][7] - Among these stocks, two stand out for their attractive valuations, being the cheapest of the Magnificent Seven and considered strong buying opportunities [2] Group 2 - Alphabet is primarily recognized for its Google Search platform, which maintains a dominant market share of approximately 90%, supported by the company's focus on AI to enhance search and advertising experiences [4] - Google Cloud, another growth segment for Alphabet, has shown consistent double-digit growth, with recent revenue exceeding $13 billion, and is well-positioned to capitalize on AI demand through its own large language model and access to Nvidia's AI chips [5] - A recent favorable court ruling in a U.S. antitrust case has alleviated concerns about a potential breakup of Google, reinforcing Alphabet's growth trajectory, with the stock currently trading at a forward P/E ratio of 21x [6]

Group 1 - The AI market continues to thrive following the introduction of OpenAI's ChatGPT, with Alphabet's Gemini emerging as a significant player in this space [2][3] - Alphabet's Gemini achieved a groundbreaking outcome by becoming the first AI model to win a gold medal in an international computer programming competition, showcasing its ability to solve complex real-world calculations [4][5] - The achievement of Gemini is seen as a crucial step towards artificial general intelligence (AGI), indicating that AI is progressing towards capabilities akin to human thinking [5][8] Group 2 - Gemini's milestone is compared to IBM's Deep Blue defeating a human chess champion, marking a pivotal moment in the evolution of artificial intelligence [6][7] - The breakthrough of Gemini signals the beginning of a new era in AI development, as it approaches the capacity for original thought, which could have significant implications for the broader AI industry [7][8]

Core Insights - Artificial intelligence (AI) is a critical focus for companies across various industries, and those that effectively leverage this technology will likely lead in the future [2] - Alphabet (NASDAQ: GOOGL) is highlighted as a strong investment opportunity in the AI sector, having shifted its strategy towards AI over the past decade [3] Company Overview - Alphabet's Gemini family of large language models is integrated into its user-facing products, enhancing ad targeting and creativity for customers [4] - Google DeepMind is recognized as a leader in AI research, and Alphabet is developing its own Tensor Processing Units to support AI applications [5] - Google Cloud provides a robust platform for other companies to create their own AI applications, further solidifying Alphabet's position in the market [5] Investment Consideration - Alphabet's shares are currently trading at a forward price-to-earnings ratio of 23.4, suggesting they are not overly expensive and may represent a good buying opportunity [6] - Despite being a strong player in AI, Alphabet was not included in a recent list of the top 10 stocks recommended by The Motley Fool Stock Advisor, which could indicate alternative investment opportunities [7][9]

Group 1 - California Governor Gavin Newsom signed a bill granting Uber and Lyft drivers the legal right to unionize, marking a significant victory for gig workers [1][2] - The legislation allows drivers, classified as independent contractors, to collectively bargain for pay, benefits, and working conditions, as part of a broader agreement with lawmakers and unions [2][3] - Over 800,000 drivers in California are expected to benefit from this landmark labor bill, which aims to lower costs for riders while enhancing drivers' voices [3][4] Group 2 - Newsom emphasized the state's commitment to providing workers with voice, choice, and dignity through this legislation [4] - Uber has begun accepting cash payments in the U.S. to assist customers without bank accounts, while also prioritizing driver safety through identity checks [5] - There is a growing trend of Uber users opting for Waymo autonomous taxis over human drivers, often choosing Robotaxis for short and inexpensive trips [5]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest in AI technologies now [1][13] - The energy demands of AI technologies are highlighted as a critical concern, with data centers consuming energy equivalent to that of small cities, leading to potential crises in power supply and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a unique investment opportunity, positioned to benefit from the increasing energy demands of AI, owning critical energy infrastructure assets [3][6] - This company is not a chipmaker or cloud platform but is described as the "Toll Booth" operator of the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [4][5][6] Company Strengths - The company possesses significant nuclear energy infrastructure assets, making it integral to America's future power strategy and capable of executing large-scale engineering projects across various energy sectors [7][8] - It is noted for being debt-free and having substantial cash reserves, equating to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8][10] Market Position - The company has an equity stake in another prominent AI-related venture, providing investors with indirect exposure to multiple growth engines in the AI sector without the associated premium costs [9][10] - The stock is described as undervalued, trading at less than seven times earnings, which is considered attractive given its ties to both AI and energy sectors [10][11] Future Outlook - The ongoing disruption caused by AI is expected to reshape traditional industries, with companies that adapt to AI technologies likely to thrive [11][12] - The influx of talent into the AI field is anticipated to drive continuous innovation and advancements, reinforcing the argument for investing in AI-related opportunities [12][13]

Group 1 - LeCun may resign from Meta due to dissatisfaction with recent organizational changes in the AI department, leading to disappointment among the FAIR team and some members leaving the company [3] - Elon Musk has reached a milestone, becoming the world's first billionaire with a net worth of $500 billion, largely driven by a nearly 4% increase in Tesla's stock price [4] - Former Google CEO Eric Schmidt stated that American tech workers must sacrifice work-life balance to compete with Chinese counterparts, highlighting the ongoing high-intensity work culture in the industry [5][8] Group 2 - OpenAI's new application Sora has faced criticism from its own researchers for potentially conflicting with the company's mission to develop beneficial AI, raising concerns about deepfake technology [9][10] - Waymo's self-driving car was stopped by police for a traffic violation, but no ticket could be issued due to the absence of a human driver, highlighting legal challenges in autonomous vehicle regulation [11][13] - Microsoft announced a restructuring of its Windows team to advance its AI operating system vision, consolidating core engineering teams under a single leadership structure [14] Group 3 - Top AI scientist Xu Zhuhong has joined Alibaba Tongyi to work on next-generation large models, bringing over 20 years of experience in AI research and development [15][16] - Perplexity AI has launched its browser Comet for free, aiming to compete with Google Chrome, while offering premium features for paid users [17][18] - Amazon and Google are reportedly notifying NVIDIA's CEO about their AI chip developments in advance, indicating NVIDIA's dominant position in the AI hardware market [19] Group 4 - Samsung's Galaxy Ring smart ring experienced battery swelling issues, causing physical harm to a user, raising concerns about product safety [20] - A critical security vulnerability was discovered in robots from Yushutech, allowing attackers to gain root access, prompting the company to address the issue [22] - A Tesla technician is suing the company for $51 million after being injured by a malfunctioning robot, highlighting potential risks associated with automation in manufacturing [23] Group 5 - UBTECH has signed a $30 million order for humanoid robots, bringing its total contract value to nearly $430 million, indicating strong demand in the robotics sector [24] - An AI-generated actress named Tilly Norwood has sparked controversy in Hollywood, with the American actors' union opposing the use of synthetic actors [25] - Anthropic has released its new AI model Claude Sonnet 4.5, claiming it to be the best programming model globally, capable of creating production-ready applications [27][28]

Market Performance - The S&P 500 Index achieved 3 new highs last week, totaling 30 new highs for the year [1] - The index experienced a gain of 1.1% after 6 consecutive up days [1] Investment Insights - The average annual return of the private investor is reported at 17.2%, covering the period from January 2009 to the end of 2024 [1] - The investor publishes stock picks in a newsletter format, providing weekly updates to subscribers [1]