Core Insights - Nvidia Corp. is launching new open-source software and models to facilitate the use of artificial intelligence in developing weather forecasting systems for governments and businesses [1][7]. Group 1: Earth-2 Platform - The Earth-2 platform includes AI-based weather models that provide more accurate two-week weather predictions and "nowcasts," which offer insights into severe weather impacts six hours in advance [2]. - Earth-2 features a new data assimilation model that quickly computes essential atmospheric conditions, such as temperature, wind, and air pressure, necessary for custom forecasts [3]. Group 2: AI in Weather Forecasting - AI is transforming weather predictions, moving away from traditional supercomputer-generated forecasts to models that analyze large datasets for improved accuracy [5]. - Early adopters of AI weather forecasting include energy traders and businesses in weather-sensitive sectors like shipping, insurance, and agriculture, seeking advantages in predicting weather-related variables [6]. Group 3: Competitive Landscape - Nvidia's Earth-2 technology aims to streamline the creation of bespoke forecasts, competing with models from government meteorological agencies and Google's DeepMind [7]. - The open-source nature of the software allows for free adaptation and use by various entities, enabling greater control over forecasting information [7]. Group 4: Strategic Importance - Nvidia's technology is part of a broader strategy to eliminate barriers to AI adoption across the economy, with the company positioned at the center of increased investment in AI infrastructure [4].

Alibaba Group Holding Ltd.-backed Moonshot AI released an upgrade of its flagship model, heating up a domestic arms race ahead of an expected rollout by Chinese sensation DeepSeek.The latest iteration of Moonshot’s Kimi can process text, images, and videos simultaneously from a single prompt, the company said in a statement on Tuesday, aligning with a trend toward so-called omni models pioneered by industry leaders like OpenAI and Alphabet Inc.’s Google.The model, known as K2.5, joins a flurry of upgrades r ...

Core Insights - Apple has reportedly selected Google to assist in operating the next-generation Siri voice assistant, while negotiations with Anthropic for Siri's intelligent upgrade have broken down [1] - Apple is adjusting its Apple Intelligence strategy in the second half of 2025, with a multi-year deep collaboration agreement with Google announced in January 2026 [1] - The new Siri will be powered by the Gemini model, which will enhance its core semantic understanding and multimodal interaction capabilities [1] Group 1 - Google's annualized quote of approximately $1 billion is considered more cost-effective, leveraging its mature cloud infrastructure to support global iOS user demand [1] - Apple previously engaged in discussions with Anthropic and OpenAI for Siri operations and Apple Intelligence business, but Anthropic's demand for "billions of dollars annually for several years" was deemed unfavorable, leading to the cessation of talks [1] Group 2 - The breakdown of negotiations highlights the pressure on AI unicorns regarding valuation and revenue balance, with Anthropic maintaining a 32% market share in the enterprise sector despite losing Apple's core consumer orders [2] - Anthropic is preparing for an IPO planned for 2026, with private market valuation rumors soaring to $350 billion, indicating a shift towards growth in B2B verticals rather than consumer hardware [2] - The new Siri, equipped with Gemini technology, is set to launch in February 2026 with iOS version 26.4, marking a significant step in Apple's AI ecosystem [2]

Core Insights - Apple has chosen to partner with Google for the next generation of its voice assistant, Siri, after evaluating options with Anthropic and OpenAI [1][2][3] Group 1: Partnership Details - Apple declined to partner with Anthropic due to their request for "several billion dollars annually over multiple years" [2] - OpenAI opted out of a deal with Apple as both companies are becoming competitors in the AI space [2] - The partnership with Google involves Apple paying "billions of dollars over the life of the deal" to utilize Google's Gemini and cloud technology for Siri [3][4] Group 2: Future Developments - Apple plans to enhance Siri's capabilities, transforming it into an AI chatbot later this year, with Google providing the custom AI model [4] - Apple will maintain its AI system, Apple Intelligence, on its devices while ensuring privacy standards are upheld [4] - Reports indicate that Apple had previously considered using AI models from Anthropic or OpenAI for Siri, but ultimately decided against it [5] Group 3: Competitive Landscape - There are indications that Apple and OpenAI are competing in various business areas, including AI search tools [6] - OpenAI is reportedly planning to collaborate with manufacturers that supply Apple for its own device production [6]

元宇宙平台公司（META）/ 谷歌（GOOGL）动态 ： 分析师指出，按 2022-2027 年预期市盈率计算，元宇宙平台公司（META）与谷歌（GOOGL）存在约 7 倍的差 距，两只股票的业绩都跑赢了市场共识预期，但鉴于元宇宙平台公司（META）正在消化较高的运营支出（第四季 度超过 1600 亿美元），并在明确的营收拐点到来前加大资本支出，因此近期上行空间相对有限。 随着广告和 AI 周期加速，预计从春季起，元宇宙平台公司（META）的产品动能将有所改善，不过其发展可见性 仍落后于谷歌由搜索和云业务驱动的增长周期。 KeyBanc 将元宇宙平台公司（META）的目标价下调至 835 美元，维持 "增持"评级： 该机构表示，尽管市场对元宇宙平台公司（META）的估值已反映出 AI 资本支出和投资回报率的担忧，但 2026 年 的产品周期收益明显更有利于谷歌（GOOGL）。 分析师指出，按 2022-2027 年预期市盈率计算，元宇宙平台公司（META）与谷歌（GO 元宇宙平台公司（META）/ 谷歌（GOOGL）动态 ： KeyBanc 将元宇宙平台公司（META）的目标价下调至 835 美元，维持 "增 ...

分析师指出，按 2022-2027 年预期市盈率计算，元宇宙平台公司（META）与谷歌（GOOGL）存在约 7 倍的差 距，两只股票的业绩都跑赢了市 KeyBanc 将元宇宙平台公司（META）的目标价下调至 835 美元，维持 "增持"评级： 该机构表示，尽管市场对元宇宙平台公司（META）的估值已反映出 AI 资本支出和投资回报率的担忧，但 2026 年 的产品周期收益明显更有利于谷歌（GOOGL）。 ： KeyBanc 将元宇宙平台公司（META）的目标价下调至 835 美元，维持 "增持"评级： 该机构表示，尽管市场对元宇宙平台公司（META）的估值已反映出 AI 资本支出和投资回报率的担忧，但 2026 年 的产品周期收益明显更有利于谷歌（GOOGL）。 随着广告和 AI 周期加速，预计从春季起，元宇宙平台公司（META）的产品动能将有所改善，不过其发展可见性 仍落后于谷歌由搜索和云业务驱动的增长周期。 ： 分析师指出，按 2022-2027 年预期市盈率计算，元宇宙平台公司（META）与谷歌（GOOGL）存在约 7 倍的差 距，两只股票的业绩都跑赢了市场共识预期，但鉴于元宇宙平台公司（META）正 ...

Both indexes hit their highest levels in more than a week and registered their longest string of advances since December. Gains in a handful of mega-cap names did most of the heavy lifting for the S&P 500, with Apple, Microsoft , Alphabet, Meta and Broadcom offering the ‌benchmark's top boosts. Apple, Meta, ‌Microsoft and Tesla are slated to report quarterly results later this week, setting up a key test for a rally powered by euphoria around AI. Investors will look for signs of measurable payoffs from Liv ...

公众号记得加星标⭐️，第一时间看推送不会错过。 微软发布了新一代人工智能芯片 Maia 200，这款芯片有望成为英伟达领先处理器以及亚马逊和谷歌 等云服务竞争对手产品的潜在替代品。 Maia 200 的发布距离微软宣布开发首款人工智能芯片 Maia 100 已过去两年，但 Maia 100 从未向云 客户开放租赁。微软云和人工智能执行副总裁 Scott Guthrie 周一在一篇博客文章中表示，这款新芯 片"未来将面向更广泛的客户群体"。 Guthrie 称 Maia 200 是"微软迄今为止部署的最高效的推理系统"。开发者、学者、人工智能实验室 以及开源人工智能模型贡献者均可申请软件开发工具包的预览版。 微软表示，由 Mustafa Suleyman 领导的超级智能团队将使用这款新芯片。此外，面向商业生产力软 件套装的 Microsoft 365 Copilot 插件以及用于构建人工智能模型的 Microsoft Foundry 服务也将使 用该芯片。 云服务提供商面临着来自 Anthropic 和 OpenAI 等生成式人工智能模型开发商以及基于这些热门模 型构建人工智能代理和其他产品的公司的激增需求。数 ...

Google agreed to pay $68 million to settle claims its voice assistant illegally spied on users to, among other things, serve them advertisements, Reuters reports. Google did not admit wrongdoing in the settlement of the class-action case, which accused the firm of “unlawful and intentional interception and recording of individuals’ confidential communications without their consent and subsequent unauthorized disclosure of those communications to third parties.” The suit further claimed that “information g ...

IT之家 1 月 27 日消息，据外媒 engadget 报道，谷歌已同意支付 6800 万美元（IT之家注：现汇率约合 4.74 亿元人民币）达成和解，以解决一项指控其语音助手不当"窃听"智能手机用户的集体诉讼。 不过谷歌在案件中否认存在不当行为，法庭文件则是显示，公司选择和解是为了"避免持续诉讼带来的 风险和高昂成本"。目前这项初步集体诉讼和解协议已提交法院，仍需美国地区法官贝丝 · 拉布森 · 弗里 曼（Beth Labson Freeman）批准后才能正式生效。 IT之家注意到，苹果也曾因 Siri 语音助手"意外录音"遭遇集体诉讼，并在 2025 年 1 月达成了约 9500 万 美元（现汇率约合 6.62 亿元人民币）的和解费用。 据悉，原告方称，谷歌旗下 Google Assistant 在将日常对话误判为唤醒词后，会在用户不知情的情况下 开始监听，进而收集到本不应获取的私人信息，并据此投放定向广告。 ...