【阿里回应：公司决定批准林俊旸辞职，将成立基础模型支持小组】 3 月 5 日上午，阿里巴巴 CEO 吴泳铭在内部 邮件中回应林俊旸离职一事。他表示，将继续坚持开源模型策略，持续加大 AI 研发投入和吸纳优秀人才力度。 完整早报音频，请点击标题下方小耳机收听 阿里批准通义实验室林俊旸的辞职申请后，谷歌 DeepMind 开发团队相关负责人 Omar Sanseviero 公开向 Qwen 团队抛出了橄榄枝：" Qwen 的朋友们：如果你们中有人想要一个新平台，一起打造优秀模型、为开源模型生态贡 献力量，欢迎联系我。我们的规划中还有很多令人期待的项目，未来大有可为。" 针对近日网传阿里巴巴 "千问模型核心团队集体离职""开源策略调整"等消息，阿里集团辟谣称，目前千问模型团队 稳定，没有出现"集体离职"的情况，所有产品与服务运行正常。千问会坚持开源策略。基础模型团队从未被设置 DAU 等商业化 KPI ， Qwen 大模型的目标是不断追求模型智能上限，实现 AGI 。阿里还表示，诚挚欢迎全球顶尖 AI 人才加入，共同打造世界级的大模型技术与开源生态。阿里巴巴将持续加大投入，为千问团队提供坚实支撑，勇 攀技术高峰。（ ...

微软CEO纳德拉在德国AI巡展上阐述微软投资OpenAI的决策逻辑，并讨论AI竞争、创新及未来影 响。当前欧洲出现本地化竞争与主权担忧，微软强调开放创新。微软通过资本投入和合作伙伴支持德 国企业；提供数据加密、私有云等方案以管理风险。 纳德拉任内微软价值增长10倍，收入提升5-6倍。他强调使命驱动文化及前瞻性AI布局。 在回顾最初 对OpenAI的投资决策时，他说2019年对 OpenAI的 10亿美元投资被视为高风险，当时比尔盖茨并不 同意，但基于自然语言处理领域的共同志向，最终达成了共识突破。 对于未来AI的发展， 纳德拉认为 泡沫就是泡沫，应该以实际应用（如初创公司Parlua）判断AI价 值。 Transformer模型持续演进，就业变化需关注工作流程转型。 #AI #微软 #就业 #OpenAI #比尔盖茨 #奥特曼 ...

Core Insights - February was a challenging month for the Magnificent 7 stocks, with only Apple showing positive returns while NVIDIA and Microsoft faced declines [1][2] - Market volatility has returned, influenced by geopolitical tensions and rising oil prices, impacting overall market sentiment [1] Performance Summary - **Apple (AAPL)**: - YTD Return: -2.43% - February Return: +1.91% - Reported Q1 FY26 revenue of $143.76 billion, up 15.7% YoY, with iPhone revenue at $85.27 billion and services revenue at $30.01 billion [1][2] - **Microsoft (MSFT)**: - YTD Return: -16.77% - February Return: -8.52% - Reported Q2 FY26 EPS of $4.14 and revenue of $81.27 billion, with Azure growing 39% YoY [1][2] - **NVIDIA (NVDA)**: - YTD Return: -6.17% - February Return: -7.29% - Reported Q4 FY26 revenue of $68.13 billion, up 73.2% YoY, with Data Center revenue at $62.31 billion, up 75% YoY [1][2] Key Developments - **NVIDIA**: - Despite strong earnings, the stock fell approximately 3% post-report due to concerns over future sales amid rapid AI data center buildout [1][2] - Guidance for next quarter revenue is $78 billion, with adjusted earnings expectations rising to $8.25 [1] - **Microsoft**: - The stock's decline is attributed to concerns over Azure's future forecasts and high capital expenditures impacting margins [2] - **Apple**: - The company is seen as a safe investment due to its conservative spending on AI and strong free cash flow, returning $24.7 billion to shareholders in buybacks [2] Upcoming Events - **NVIDIA's GTC Conference**: Scheduled for March 16, expected to provide insights into AI developments and product launches [2] - **Apple's Product Launches**: Recent announcements of seven new products could drive consumer interest [2] - **Microsoft's Market Position**: The performance of software stocks in March will be closely monitored for potential recovery [2]

Dan Ies joining us now, global head of tech research, Wed Bush Securities, and we have so much going on. It's great to see you. So, the AI hyperscalers, what do you think.Rate payer protection plan. Tell me about that. What does that mean.>> It's what they need to do. I mean, think of there's more data centers under construction today than active data centers. So, when you think about, you know, for the hyperscalers, they're going to need to ultimately pay their own bill.I think it's a smart move, you know, ...

This ETF Was Built to Capture the Market's Big Shifts. Where it is Headed Now. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# This ETF Was Built to Capture the Market's Big Shifts. Where It Is Headed Now.By Ian SalisburyShareResize---Repri ...

Core Insights - Amazon, Nvidia, and SoftBank have collectively invested $110 billion in OpenAI, marking the largest private funding round in history, with OpenAI's valuation reaching $840 billion post-funding [1][2] - OpenAI aims to spend approximately $600 billion on infrastructure by 2030, which positions its partners in chips, cloud, and data centers as primary beneficiaries of this funding [1] Investment Breakdown - Amazon contributed $50 billion, with $15 billion upfront and $35 billion tied to milestones; Nvidia and SoftBank each invested $30 billion [1] - Microsoft holds a 27% stake in OpenAI, valued at around $135 billion, and has secured a $250 billion commitment for Azure services [1][2] Beneficiary Companies - **CoreWeave**: Holds a $22.4 billion contract with OpenAI and is projected to grow revenue from $16 million in 2022 to $12 billion by 2026, with a backlog exceeding $55 billion [1][2] - **Oracle**: Secured a $300 billion cloud contract with OpenAI, addressing market concerns about its ability to fulfill obligations amid significant annual losses [2] - **Alphabet**: Positioned to benefit indirectly from the AI infrastructure arms race, with a planned capex of $175 to $185 billion for 2026, nearly double its 2025 spending [2] - **Broadcom**: Collaborating with OpenAI to deploy custom AI accelerators, with a projected revenue growth of over 100% in fiscal 2026 [2]

U.S. equity markets are facing significant downward pressure during midday trading this Thursday, March 5th, 2026. Investor sentiment has been sharply curtailed by escalating geopolitical tensions in the Middle East, which have sent energy prices to multi-month highs. While the technology sector is attempting to provide a defensive cushion following strong corporate earnings, the broader market is grappling with the inflationary implications of a prolonged conflict.Midday Market PerformanceAs of midday, the ...

Researchers at the University of Washington and Microsoft developed a low‑carbon cement by mixing dried, powdered seaweed into traditional cement, reducing its global warming potential by about 21%. By using machine learning to rapidly identify effective formulations, the team reached viable results far faster than traditional trial‑and‑error methods, pointing to a promising path for more sustainable concrete production. ...

War Risk Is Real and QQQ Investors Simply Do Not Care - 24/7 Wall St.S&P 5006,855.60 -0.25%Dow Jones48,436.60 -0.65%Nasdaq 10025,074.80 -0.13%Russell 20002,612.45 -0.83%FTSE 10010,507.00 -1.14%Nikkei 22555,268.70 -1.70%NVIDIA Live Thursday Updates: Jensen Huang May End $100B OpenAI InvestmentInvesting# War Risk Is Real and QQQ Investors Simply Do Not CareFollow 24/7 Wall St. on GoogleBy David Beren Published Mar 5, 9:41AM EST--This post may contain links from our sponsors and affiliates, and Flywheel Publis ...

Codelco, Microsoft sign AI deal for mining operations | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivWorkers walk along a tunnel at Codelco El Teniente copper mine, the world's largest underground copper mine, near Rancagua, Chile July 30, 2024. REUTERS/Fabian Cambero Purchase Licensing Rights, opens new tabSANTIAGO, March 5 (Reuters) - Chile's state-owned Codelco, the world's largest copper producer, and Microsoft signed a memorand ...