Meta目前提供多个研究类实习岗位，实习周期为12周至24周，月薪在7650美元至1.2万美元以上不等， 具体取决于经验和工作地点。研究方向包括神经渲染、自然语言处理、生成式建模以及计算机视觉等。 OpenAI驻留项目为期六个月，参与者将以全职员工身份加入公司，与研发团队共同开展前沿AI项目。 驻留人员将获得导师指导，参与正在进行的研究项目，并有机会在项目结束后转为正式员工。驻留期间 的月薪为1.83万美元。(作者/箫雨) OpenAI、Anthropic、谷歌DeepMind和Meta就通过一些薪资丰厚的实习、研究员及驻留项目吸引优秀人 才。 例如，谷歌已开放学生研究员项目的申请，持续至明年7月17日，采取一边申请一边审核的方式。该项 目面向美国本土的计算机科学及相关领域博士生，提供横跨多个团队的灵活项目制研究岗位，这些团队 包括谷歌DeepMind和谷歌研究。该职位的基本年薪在11.3万美元至15万美元之间，具体取决于工作地点 和个人经验。 凤凰网科技讯 北京时间12月25日，据《商业内幕》报道，在AI竞赛的背景下，原本不起眼的实习生岗 位如今也变得炙手可热。 头部AI公司正在竞相争夺全球顶级人才，不惜开 ...

Core Insights - The article discusses the evolving landscape of AI, emphasizing that the competition is shifting from model strength to comprehensive system capabilities, business pathways, and long-term strategies [5] - It highlights the importance of understanding AI as a long-term productivity revolution, where true winners will focus on sustained value in uncertain environments [5] Insight 01: Who Will Be the True AI Winner in 2026? - Google has established a significant user mindshare barrier in the multimodal domain following the release of Gemini 3, reversing its previous perception as an AI loser [8][9] - Despite ChatGPT being the preferred choice for text-based tasks, users switch to Gemini for multimodal tasks, indicating a clear behavioral pattern [9] - Google's AI Search has not eroded its traditional advertising revenue; instead, it has optimized it, with click-through rates improving by 30%-40% in AI Mode [10] - Google is also making strides in video generation and editing, with potential to dominate the video content creation ecosystem by 2026 [11] - However, Google faces challenges from a strong "anti-Google alliance" led by Oracle, Nvidia, and OpenAI, which aims to break Google's integrated hardware-software advantage [12][14] Insight 02: The Role of World Models - The development of World Models is seen as a critical differentiator between industry leaders and followers, with potential applications in various fields such as robotics and virtual environments [28] - Meta is pursuing a unique approach to World Models by evolving AI in a way that mimics human perception, focusing on visual and auditory inputs [31] Insight 03: Development of AI Applications - The competition for AI entry points is intensifying between operating system vendors and super apps, with OS vendors having inherent advantages in compliance and permissions [32] - Major tech companies are attempting to leverage AI hardware to control user traffic, reminiscent of the mobile internet transformation [33] - The success of AI applications will depend on their ability to meet user needs in specific scenarios, with current products often falling short in reliability [36] - The industry is expected to embrace the Agent model post-2026, marking a significant shift in application forms [37] Insight 04: Infrastructure as a Bottleneck - Optical communication and interconnects are identified as the most inflationary segments in the computing power supply chain, with expected explosive growth in demand [42] - Storage is transitioning from a cyclical trend to a growth trend, driven by enterprise AI needs and the demand for extensive data retention [44] - Power consumption is projected to become the primary physical bottleneck for AI development, necessitating advancements in microgrid and energy storage solutions [48][49] Insight 05: Specific Fields for AI Implementation - Enterprise AI is anticipated to accelerate penetration in 2026, particularly in finance, HR, and accounting, with viable products expected to emerge [50] - Traditional SaaS companies may face significant challenges as AI begins to capture a share of their budgets, leading to potential displacement [54] - AI's integration into prediction markets could shift the focus from gambling to rational risk hedging, enhancing decision-making capabilities [56][57] - Agents are expected to find applications in payment automation and e-commerce management, indicating a growing trend in automated financial interactions [58]

Core Viewpoint - Meta Platforms is positioning itself as a leader in the smart glasses market, with the potential to become a major player in consumer electronics by the 2030s, similar to Apple's impact in mobile computing [1][10]. Group 1: Smart Glasses Development - Meta launched its first augmented reality (AR) smart glasses, Meta Ray-Ban Display, in September, which includes a built-in display and integrates Meta AI [5]. - The company is working on the Orion smart glasses, expected to launch in 2027, featuring a built-in display on both lenses for a holographic experience [6]. - Meta has been investing in smart glasses for years and currently holds a 73% market share in smart glasses shipments as of the first half of 2025, up from 66% in the second half of 2024 [9]. Group 2: Revenue Potential - Meta's Reality Labs unit is expected to generate significant revenue from smart glasses, complementing its existing income from targeted advertising [2]. - The integration of superintelligence with smart glasses could enhance their utility, making them primary computing devices, potentially displacing smartphones [8][10]. Group 3: Investment Insights - Hedge fund billionaires have increased their stakes in Meta, indicating confidence in the company's future growth [7]. - Analysts project Meta's earnings to grow at an annual rate of 17% over the next three years, with a median target price of $842.50 per share, suggesting a 26% upside from the current price [12][13].

Core Viewpoint - The Italian antitrust authority has ordered Meta to suspend certain practices that may exclude competitors' AI chatbot services from WhatsApp, raising concerns about market dominance and consumer harm [1][2]. Group 1: Regulatory Actions - The Italian Competition and Market Authority has initiated an investigation into Meta's integration of its AI service "Meta AI" into WhatsApp, potentially disadvantaging competitors [1]. - The authority's statement indicates that Meta's actions could limit market output, access, or technological development in the AI chatbot sector, harming consumer interests [1]. Group 2: Company Response - Meta has expressed disagreement with the antitrust decision, claiming it is fundamentally flawed [2]. - A spokesperson for Meta stated that other AI chatbots exert pressure on existing systems not originally designed to support such integrations, challenging the authority's view of WhatsApp as an "app store" [2].

Group 1 - The core viewpoint of the news highlights the ongoing developments in the AI and cloud computing sectors, particularly focusing on the demand for optical modules driven by AI training and inference needs [4][9] - Nvidia has entered a licensing agreement with AI startup Groq, indicating a strategic move to invest in AI-related companies while avoiding antitrust scrutiny [3] - The optical module market is expected to see significant growth, with 800G optical modules projected to maintain high growth rates and 1.6T shipments also expected to increase substantially [4][9] Group 2 - The demand for optical modules is primarily driven by Scale-out networks, which enhance processing capabilities by adding more computing nodes [8] - Future demand for optical modules in Scale-up networks is anticipated to be vast, as these networks increase the number of GPUs/XPUs in single computing nodes [9][11] - The average Scale-up bandwidth is significantly higher than Scale-out bandwidth, with a ratio of 12.5, indicating a larger market potential for network hardware in the Scale-up domain [11][12]

据意大利安莎社报道，意大利反垄断机构竞争与市场管理局24日表示，已责令美国元宇宙平台公司 （Meta）暂停执行相关条款，这些条款可能将该公司竞争对手的人工智能聊天机器人服务排除在通信 应用WhatsApp之外。 WhatsApp是由元宇宙平台公司下属沃茨阿普公司推出的即时通信应用程序。意大 利竞争与市场管理局在一份声明中说，其正在进行的一项调查重点关注元宇宙平台将自有人工智能服 务"Meta AI"整合进WhatsApp、却可能将竞争对手的人工智能聊天机器人服务排除在外这一做法，是否 构成对该公司市场支配地位的滥用。 声明认为，这可能限制人工智能聊天机器人服务市场的产出、市 场准入或技术发展，从而损害消费者利益。意大利竞争与市场管理局还表示，元宇宙平台的行为可能对 相关市场竞争造成"严重且不可逆的损害"。 元宇宙平台方面对这一决定表示反对。该公司一名发言人 表示，这一决定"存在根本性错误"，其他人工智能聊天机器人通过该公司商业应用程序接口接入后，对 现有系统造成压力，而这些系统最初并非为支持此类用途而设计。这名发言人强调，意大利反垄断机构 认为WhatsApp在某种意义上相当于一个"应用商店"，公司对此并不认 ...

数据中心建筑的可折旧寿命可能在20至40年之间，而AI芯片可能在不到三年内就会过时。会计顾问 Olga Usvyatsky指出，披露信息的发展速度不足以跟上对AI投资信息的现实需求。 科技公司近年来普遍表示，预计服务器和网络设备的使用寿命更长，无需频繁更换。减少设备更换频率 有助于保持现金流，同时减少折旧费用并增加报告利润，有时可达数亿美元。 科技巨头在AI基础设施上投入数千亿美元，但其财务披露透明度不足，正在成为投资者面临的新挑 战。公司通常将数据中心建设成本与芯片支出合并报告，尽管两者折旧周期存在巨大差异，这使得投资 者难以准确评估AI投资风险。 周四，据华尔街日报报道，科技公司通常会提供与长期建设项目相关的AI数据中心和芯片的总成本， 但一般不会分别列出各项成本，设施和芯片的折旧时间存在巨大差异，可能需要在几年或更短时间内更 换的芯片成本，与可以使用数十年的建筑成本被合并计算。 这种披露方式引发了阿肯色大学小石城分校会计学教授Gaurav Kumar的担忧，他表示："在建工程账户 是一个大洞，超大规模运营商可以在其中掩埋大量成本。" 投资研究公司Hudson Labs数据显示，今年市值至少20亿美元且在 ...

Group 1 - The core viewpoint is that the overseas AI computing power sector is expected to experience strong support due to significant capital expenditures from major cloud providers, with a quarterly capital expenditure exceeding $100 billion and an annualized figure of approximately $400 billion [1][2] - The capital expenditures of North American cloud providers have shown a consistent quarterly growth trend since 2023, leading to a rapid increase in their revenues, despite the absence of standout applications [2][3] - The ongoing investment in AI is expected to empower traditional businesses of cloud providers, resulting in sustained growth in AI-related revenues, which in turn supports ongoing capital expenditures [3][4] Group 2 - Google is emerging as a global AI superpower, excelling in various segments from TPU chips to large models and applications, with its recent Gemini3Pro model setting new performance benchmarks [3][4] - The demand for computing power is rapidly increasing, with Google's AI infrastructure reportedly doubling its computing needs every six months, indicating strong growth potential in both training and inference dimensions [5][6] - The collaboration between departments within Google has improved significantly in 2023, enhancing its capabilities in AI and further supporting the sustained demand for computing power [6]

一、国际新闻 今日欧美主要市场因圣诞节休市，其中美股市场休市一日，洲际交易所旗下布伦特原油期货合约及芝商 所旗下贵金属、美油、外汇、股指期货合约全天交易暂停，欧洲多数主要股市（德国、法国、英国、意 大利、西班牙等）及澳大利亚、韩国市场亦同步休市。 此前一个交易日（周三），美股提前收盘且三大股指普涨，道指涨0.6%，纳指涨0.2%，标普500指数涨 0.3%并创下盘中历史新高；个股方面，英伟达、谷歌、特斯拉微跌，苹果、微软、亚马逊、Meta、博 通微涨，耐克涨超4%，苹果公司CEO库克增持该公司股票。 同期，纳斯达克中国金龙指数收跌0.07%，中进医疗、新氧、水滴公司、中汽系统、金山云等中概股跌 幅居前。 市场消息层面，加密货币市场显示比特币升破88000美元，日内涨0.59%。 贵金属方面，现货黄金短线跌幅扩大至20美元，失守4450美元/盎司，日内跌0.79%；纽约期金失守4480 美元/盎司，日内跌0.57%；现货白银跌破71美元/盎司，日内跌0.66%，纽约期银同步失守71美元/盎司， 日内跌0.21%；钯金期货表现更弱，失守1800美元/盎司，日内跌8.07%。 公司动态方面，英伟达与人工智能芯片初创 ...

点击按钮▲预约直播 " 如今的 AI 巨头们各有分工，英伟达们埋头造芯片， OpenAI 们专注修炼 大模型 ，微软和亚马逊的云业务部门当起 AI 房东，将 GPU 数据中心租给 AI 公司使用。大家 各司其职，互有竞争与合作。而谷歌是一个稀有的全栈自研玩家。 " 文 /巴九灵（微信公众号：吴晓波频道） 蜜月 特朗普喜欢在他的社交账号上使用AI。 一张合成的照片中，他打扮成了教皇。一个合成的视频里，他身处白宫，冷眼旁观特工逮捕前总统奥巴马。夏天美国人游行抗议时，他还发了个伪 造的视频，总统先生坐在战斗机里，向抗议者们倾倒粪便。 2025年，美国的AI巨头们继续卷算力、卷参数，比拼谁家模型更聪明，技术的进步，已经能搞出以假乱真的视频和语音。内容创作成本的降低， 带来的一个后果，就是升级了特朗普的政治宣传武器。他可以更轻松直观地抹黑对手、自我加冕与歌颂、传播其政治主张。 另外一个后果，就是垃圾的批量化生产。韦氏词典和《经济学人》选出的2025年度关键词是"slop"。"slop"并非新造词，其历史可追溯至15世 纪，原意为稀烂食物或泔水。而今，它成了AI生成内容的代名词：海量、平庸、毫无个性，正在堵塞互联网。 图 ...