Core Viewpoint - The EU's Digital Markets Act mandates Apple to allow developers to inform customers about alternative offers outside its App Store, amidst concerns over the presence of "nudify" apps that exploit AI to create non-consensual sexualized images of individuals [1][4]. Group 1: App Store Findings - A review by Tech Transparency Project identified 55 nudify apps on Google Play and 47 on the Apple App Store [2]. - Apple removed 28 apps identified in the report after being contacted by TPP and CNBC, while also warning developers about potential removals for guideline violations [3]. - Google suspended several apps for violating its policies but did not disclose the exact number of removals due to an ongoing investigation [5]. Group 2: Safety and Security Concerns - Both Apple and Google claim to prioritize user safety, yet they host apps that can transform innocent photos into abusive images [4]. - TTP's director emphasized that the identified apps are designed for non-consensual sexualization, rather than merely changing outfits [8]. Group 3: Context and Background - The report follows backlash against Elon Musk's xAI for its Grok AI tool generating sexualized images, highlighting ongoing concerns about AI's role in creating harmful content [6]. - The watchdog organization utilized search terms like "nudify" and "undress" to locate these apps, testing their functionality with AI-generated images [7].

据报道，目前谷歌的和解协议已提交至加利福尼亚州圣何塞联邦法院，一旦获得法官批准，2016年5月 18日以后购买过谷歌设备或遭遇"误触发"情形的用户将获得赔偿。 电子设备语音助手"监听"问题长期困扰美国用户，南都N视频记者梳理发现，此前苹果公司也曾遭遇类 似指控。2025年初，美国加利福尼亚州奥克兰联邦法院批准了苹果支付9500万美元，就语音助手Siri"非 法且有意录制对话"集体诉讼达成的和解协议。预计每台设备向用户赔付20美元，单人最多赔付100美 元，相关赔偿款项正于近期陆续发放。 （文章来源：南方都市报） 当地时间1月26日，据路透社报道，谷歌同意支付约6800万美元，解决一项指控其语音助手Google Assistant非法"窃听"智能设备用户的集体诉讼，但否认公司存在任何不当行为。2025年初，苹果公司也 曾因类似指控与用户达成约9500万美元的和解协议，相关赔偿款项正于近期陆续发放。 据悉，根据谷歌语音助手的工作原理，只有用户说出"嘿，谷歌"或"好的，谷歌"等特定触发词后，助手 才会开启监听功能。然而原告用户诉称，家中智能音箱、手机或其他搭载Google Assistant的设备经常误 将其他内容 ...

By Aditya Soni Jan 27 (Reuters) - Microsoft and Meta will kick off Big Tech earnings this week under pressure to prove that their costly bets on artificial intelligence can power another year of strong growth as a resurgent Alphabet takes the lead in the high-stakes ​race. The companies, along with Amazon, are expected to lift their AI spending by 30% to more than $500 billion this year, an unprecedented outlay ‌that will sharpen investor scrutiny. Doubts have deepened whether Microsoft has squandered ...

Core Insights - 2026 is expected to see continued significant spending on artificial intelligence infrastructure by major tech companies, following a substantial increase in 2025 [1][2] - The earnings season for major tech firms will provide insights into their spending plans and expected profitability from AI investments [2][3] Group 1: Capital Expenditures - The four hyperscalers—Microsoft, Meta, Alphabet, and Amazon—are projected to increase capital expenditures to over $470 billion in 2026, up from approximately $350 billion in 2025 [3] - Meta has raised its capital expenditure guidance for 2025 to between $70 billion and $72 billion, with analysts forecasting nearly 57% growth in 2026 to over $110 billion [18][19] - Amazon's capital expenditure forecast for 2026 has been increased to $125 billion, with analysts expecting it to grow to $146 billion [25][26] Group 2: Company-Specific Developments - Microsoft is under pressure to control costs while expanding its Azure cloud unit, with capital expenditures expected to rise to $98.8 billion this fiscal year [11][12] - Meta's AI investments have raised concerns among investors due to its reliance on digital advertising for revenue, especially after a failed product launch [16][17] - Apple is focusing on a partnership with Google for its Siri overhaul, while also monitoring its capital expenditure costs and potential iPhone sales growth [21][24] Group 3: Market Dynamics - OpenAI's commitments have reached $1.4 trillion, necessitating ongoing fundraising to support its plans, which are closely tied to the broader tech industry [6][7] - Alphabet has increased its capital expenditure forecast for 2025 to a range of $91 billion to $93 billion, with expectations of over $115 billion in 2026 [30] - Tesla's automotive deliveries fell by 8.6% in 2025, and investors are keen to see updates on its core automotive and energy sales, as well as future growth from new ventures [35][36]

1月26日，市场研究机构Counterpoint Research在最新研报中预测，非GPU服务器AI芯片——AI ASIC阵 营在近期将经历高速增长，到2027年出货数量将达到2024年的三倍，2028年则有望以1500余万颗的规模 反超GPU。 报告显示，这一爆炸性增长的背后，是对谷歌TPU基础设施的强劲需求、AWS Trainium集群的持续扩 展，以及Meta(MTIA)和微软(Maia)随着其内部芯片产品组合的扩展而带来的产能提升。 就人工智能超大规模数据中心的出货量而言，谷歌预计将在2027年之前保持市场领先地位，这主要得益 于其Gemini生态系统的爆炸式增长。 针对谷歌的统治地位，Counterpoint Research研究员David Wu强调："尽管由于市场规模不断扩大，以及 竞争对手(如博通、Marvell和Alchip等设计公司)纷纷采用自研芯片，预计谷歌的市场份额将在2027年下 降至52%，但其TPU集群仍将是无可争议的行业核心和标杆。这一基准的支撑源于训练和运行下一代 Gemini模型所需的庞大且持续的计算能力，而这又需要谷歌持续、积极地扩充其内部芯片基础设施。" 该机构认为， ...

就 AI服务器运算 ASIC的出货与部署量来说，Google TPU将持续扮演产业「量能基石」的角色， 主要来自 Gemini模型自云端延伸至边缘端的采用与使用快速成长，所带动的庞大运算需求。 如果您希望可以时常见面，欢迎标星收藏哦~ 研调机构Counterpoint Research调查，全球前十大业者的 AI服务器运算 ASIC服务器出货量，预 计将于 2024至 2027年间成长三倍。其中，AI服务器运算 ASIC市场从 2024年高度集中的双寡占 结构，即Google 64%、AWS 36%，逐步演进为更为多元的格局；此外，随着 Meta与微软扩大内 部芯片规模，预期至2027年将出现具规模的出货量成长。 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 Counterpoint Research研究副总裁Neil Shah表示，企业内部 AI服务器运算 ASIC的设计成长，正 验证「内部客制化 XPU时代」的来临。AI加速器正针对特定训练或推论工作负载量身打造，市场 结构也逐步从单一仰赖通用 GPU，走向多元化。 Counterpoint Research认为，即使Goog ...

Natural gas prices are ripping. And we’re going to play it through a “contrarians-choice” 5.9%-payer whose stock is headed in the other direction.This is a perfect contrarian setup, and I don’t expect it to last.I’m talking about Enbridge (ENB), whose share price has lagged in the first few weeks of 2026, even as gas prices went to the moon:Gas Soars—and Enbridge Gives Us an OpeningTo be sure, this gas-price spike is driven by the arrival of a “generational” winter storm here in the US. But it’s a sign of t ...

Perhaps the biggest catalyst driving this buying activity was a September 2025 federal court ruling that Alphabet wouldn't have to sell its Chrome browser. This significant antitrust litigation win for Alphabet removed years of gray clouds and allowed investors to refocus their attention on the company's rapidly growing sales and profits.Arguably, no trillion-dollar stock has been more desired in recent memory by Coatue's billionaire boss than Google parent Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG). During the ...

Core Viewpoint - Alphabet Inc. is being closely monitored by analysts as a significant player in the AI sector, particularly due to its autonomous vehicle unit, Waymo, which is expected to expand rapidly in the coming years [1][2]. Group 1: Market Expansion and Estimates - TD Cowen analyst John Blackledge has reiterated a Buy rating on Alphabet Inc. with a price target of $355.00, citing accelerated market expansion plans for Waymo [1]. - The firm has raised its estimates for Waymo, predicting that by the end of 2026, approximately 6,000 vehicles will be providing paired rides across 17 cities [2]. - Waymo is projected to generate 28 million paid rides and gross bookings of $463 million, representing about 0.7% of the US rideshare market [3]. Group 2: Company Overview - Alphabet Inc. is a multinational technology conglomerate that wholly owns Google and other businesses [4].

Group 1: Amazon - Amazon is leveraging artificial intelligence (AI) across its core businesses—retail e-commerce, digital advertising, and cloud computing—to enhance revenue and profitability, with a non-GAAP operating margin increase of nearly 2 percentage points over the past year due to efficiency gains from generative AI tools [2] - Amazon Web Services (AWS) holds a dominant 41% market share in the cloud infrastructure and platform services market, with cloud revenue growth accelerating to 20% in Q3, driven by AI demand [3] - Retail e-commerce sales are projected to grow at 10% annually through 2030, ad tech spending is expected to increase at 14% annually, and cloud services spending is forecasted to rise at 22% annually, indicating strong growth drivers for Amazon's core businesses [4] - Wall Street consensus predicts Amazon's earnings will grow at 19% annually over the next three years, making its current valuation of 34 times earnings reasonable, with potential market value reaching $5 trillion by late 2028 if it continues to beat estimates [5] - Amazon's autonomous driving subsidiary Zoox has launched a ride-sharing service and plans to expand, which could lead to a higher P/E multiple if it gains traction [6] - Amazon's current market value is $2.6 trillion, requiring a 92% increase to reach $5 trillion by 2028, implying annual returns of 24% over the next three years [7] Group 2: Alphabet - Alphabet's Google is the largest ad tech company globally, utilizing platforms like Google Search and YouTube to engage users and collect data, while introducing AI features to adapt to changes in the search landscape [8] - New AI-powered advertising tools have been introduced, allowing for personalized ads, which could enhance Google's competitive edge in the advertising market [9] - Google ranks as the third largest public cloud provider, having gained market share due to its AI capabilities, with Forrester Research recognizing it as a leader in AI infrastructure [10] - Wall Street consensus forecasts Alphabet's earnings to grow at 15% annually over the next three years, with a current valuation of 32 times earnings, suggesting a potential market value of $5 trillion by 2028 if it continues to exceed earnings estimates [11] - If Alphabet maintains its current P/E ratio of 32, its market value could reach $6.7 trillion, supported by its leading position in autonomous driving through its subsidiary Waymo [12]