鱼羊 发自 凹非寺 量子位 | 公众号 QbitAI 巨头们围绕AI的人才争夺战，现在不止于计算机领域了。 最新被关注到的招聘热点是："电工"（doge）。 开个玩笑，准确来说，是聚焦 能源 问题，巨头开始加强自己的专家团队了。 比如微软，据CNBC数据，2022年以来已在能源领域新招超过570名员工。 还和谷歌互挖了一波墙脚：微软前脚撬走谷歌全球能源市场与政策负责人Betsy Beck，谷歌后脚就把微软核能高管Patrick Taylor挖走了。 不止是微软，亚马逊、谷歌都在静悄悄搞大事。 毕竟，大厂搞AI 缺电 这件事，早已不是秘密。微软CEO纳德拉就曾公开表示： 缺电比缺GPU更致命。 大厂扩招能源团队 还是先来看看更多数据： 随着2024年数据中心电力消耗占到全球电力消耗的1.5%，2024年科技巨头们在能源领域的招聘人数同比增长了34%，并且2025年仍保持在 同样的高位——相比于ChatGPT发布前（2022年）的水平高出30%。 其中亚马逊手笔最大：自2022年以来，在能源领域新招605名员工（含AWS）。 微软和谷歌紧随其后，分别新增超570人和340人。 而苹果、英伟达等也有近200个相关岗 ...

Group 1 - TSMC reported a 35% year-on-year increase in net profit for Q4 2025, reaching approximately $16 billion, with a gross margin exceeding 60% for the first time. The company expects a 40% revenue growth in Q1 2026, projecting $35.8 billion in revenue and a 37% increase in annual capital expenditure to $56 billion [2] - Goldman Sachs plans to raise $16 billion through the issuance of investment-grade bonds, marking the largest such issuance in Wall Street history. This transaction is part of three bond issuances launched after the quarterly earnings reports from the six major banks [2] - Boston Scientific announced the acquisition of Penumbra for $14.5 billion, with a per-share price of $374, representing a 19% premium over the pre-acquisition price. The deal aims to enhance the company's cardiovascular product portfolio and strengthen its competitive position in the global medical device market [2] Group 2 - SAIC Motor expects a net profit growth of 438%-558% in 2025, driven by significant increases in electric vehicle sales, supply chain cost optimization, and successful overseas market expansion [5] - Zijin Mining anticipates a net profit of 20 billion to 20.8 billion yuan for 2025, reflecting a year-on-year increase of 47.8% to 53.71%, supported by rising prices and volumes of key products like copper and cobalt [6] - Longpan Technology expects procurement transactions with CATL to reach up to 7 billion yuan in 2026, enhancing strategic cooperation in the new energy supply chain [5] Group 3 - Microsoft has raised $12.5 billion for its AI project in collaboration with BlackRock, aiming for a total of $30 billion, and has signed an AI content training agreement with Wikipedia [8] - Tesla is testing a custom 5G modem with Samsung, expecting to supply it in the first half of the year, while projecting a 59% market share in the U.S. electric vehicle market by 2025 [8] - Morgan Stanley reported Q4 2025 net revenue of $17.89 billion, a 10.3% year-on-year increase, with net profit of $4.4 billion, driven by strong performance in investment banking and wealth management [8]

On Tuesday, Deepwater Asset Management's managing partner Gene Munster said that Apple Inc.'s (NASDAQ:AAPL) switch from OpenAI's ChatGPT to Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google Gemini gives Siri a much stronger chance of success. Apple Partners With Google Gemini To Reinvent Siri Munster took to X and said, "Odds of new Siri succeeding just went up," while praising Apple CEO Tim Cook for turning long-standing Siri shortcomings into an opportunity for future device and services growth. “Nice ...

Key Points CoreWeave's growth is impressive, but widening financial losses could ultimately spoil the party. Meanwhile, Alphabet is growing across its business and is a leading contender in AI. Microsoft has similar AI opportunities and offers investment exposure to OpenAI. 10 stocks we like better than CoreWeave › CoreWeave (NASDAQ: CRWV) was one of the hottest tech stock stories in 2025. The stock's price has more than doubled since its initial public offering (IPO) last March. The company bui ...

For years, Sam Altman said he hated ads, calling them “last resort.” Yet, prediction markets are betting he won't have a choice.What Happened: On Polymarket, traders are currently pricing in a 37% chance that OpenAI implements ads on ChatGPT before March 31. Could this be a warning flare about the health of the AI bubble?With OpenAI's annual burn rate reportedly exceeding $17 billion this year, the company is facing a harsh reality: subscription revenue alone will not be enough to feed the compute-hungry mo ...

Key Points IonQ achieved 99.99% two-qubit gate fidelity in 2025, and that's a great thing. Google Quantum AI is focusing on potential applications ranging from cleaner fertilization to battery technology to drug development. 10 stocks we like better than IonQ › Quantum computing is moving from theoretical to commercialization. There are two stocks to buy hand over fist now to take advantage. One is a pure-play, higher-risk, higher-potential-reward option. The other is a tech giant. The two no-brain ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the best long term growth stocks to buy according to hedge funds. Mizuho raised the price target on Alphabet Inc. (NASDAQ:GOOGL) to $365 from $325 on January 9 and reaffirmed an Outperform rating on the share. The firm told investors that it upgraded the price target estimates to reflect its 2026 internet outlook, and that it sees considerable potential sales upside at Google Cloud. Sentiment Mixed, But BofA Still Sees Long-Term Upside in Alphabet (GOOGL) A laptop a ...

After an extraordinary rally that has seen Alphabet (GOOG) (GOOGL) shares climb about 82% in just six months and propel the company to a $4 trillion market capitalization, GOOGL stock could still have room to move higher. Much of the recent enthusiasm around Alphabet stems from its accelerating momentum in artificial intelligence (AI). The company’s latest model, Gemini 3, has strengthened Google’s position in a fiercely competitive AI landscape and boosted its long-term growth prospects. As AI adoption e ...

Key Takeaways Apple struck a multi-year deal to integrate Gemini into Siri, transforming it into an advanced assistant. Alphabet gains a major licensing stream and wider Gemini reach, pushing market cap to $4 trillion intraday.Tech-focused ETFs like IYW offer diversified exposure to the AI partnership, helping reduce single-stock risk.In a surprising turn of the artificial intelligence (AI) arms race, tech titans Apple (AAPL) and Alphabet (GOOGL) have recently announced a landmark multi-year partnership, t ...

生成式AI 一、抽成25%！美国批准AI芯片对华供应，点名H200、MI325X 1. 特朗普签署新公告对英伟达H200、AMD MI325X等先进AI芯片征收25%关税，同时美国商务部将对华出口许可审 查从"推定拒绝"改为"逐案审查"； 2. 新规要求对华芯片数量不得超过美国客户总量的一半，且符合一定安全标准，关税覆盖TPP在14000-21100、 DRAM带宽4500-6200GB/s范围的芯片； 3. 美国众议院通过《远程访问安全法案》限制中国通过云计算服务远程获取AI芯片，特朗普要求商务部7月前提供数 据中心芯片市场最新情况。 https://mp.weixin.qq.com/s/vOZ-yOAG0s3sg4SuwOmucQ 二、谷歌发布由Gemini3模型驱动的Personal Intelligence功能 1. 谷歌正式发布由Gemini3模型驱动的Personal Intelligence功能，底层打通Gmail、Photos、YouTube和Search 四大应用，AI可跨应用调取数据实现私有上下文理解； 3. 目前处于Beta测试阶段，优先向Google AI Pro和AI Ultra等付 ...