OpenAI 執行長 Sam Altman 七年前曾公開表示：「我們目前沒有營運計畫，等造出通用智慧（AGI）後，會請 AI 自己想辦法幫投資人賺錢。」然而如今 ChatGPT 週活躍用戶突破 9 億人，真正付費的用戶卻僅佔 5.6%。高達 94%（約 8.5 億人） 全在「免費使用」，代表用戶每多問一個問題，OpenAI 就在掏腰包燒錢。 #台積電 #台股 #台積電 #漲停板 #股市 #ETF #0050 #股民 #AI泡沫 #股災 #財報 #算力 #股市 #台積電 #股票 #川普 #OpenAI #NVIDIA #輝達 #黃仁勳 ...

Nvidia and its biggest customers—Amazon, Google, Meta and Microsoft—still need each other. Yet both sides are preparing for a future in which they lean on each other less https://t.co/IgwQ4x4ATr ...

Market Trends & Industry Dynamics - CoreWeave and Super Micro reported strong earnings and revenue forecasts, driven by booming demand for AI infrastructure and neo-clouds [1][2][8] - Super Micro forecasted up to $15 billion in revenue for the current quarter, with gross margins stabilizing around 10% and projected to rise to 11% next year [8][10][14] - Bank of America pledged $250 billion through July of next year to develop critical U.S. infrastructure, including data centers and compute power [17][21] - AI adoption continues to rise, with 25% of S&P 500 companies quantifying benefits from AI adoption, up from 14% a year ago [24] - Silicon Data raised a $30.5 million Series A round to build independent benchmarks for AI compute [53] Investment Opportunities & Potential Risks - Major bottlenecks for data centers include a severe shortage of electricians and specialized labor, alongside an estimated 40 gigawatt shortfall in power through 2028 [29] - U.S. companies face regulatory and geopolitical uncertainties when considering open-weight models, while 63% currently use both closed and open models in parallel [37][38][40] - AI music startup Suno faces headwind including lawsuits from major music labels and industry concerns regarding AI audio dilution [82][85][86] - Silicon Data plans to launch neo-cloud GPU futures and pricing benchmarks on October 5th to help compute consumers hedge price volatility [58]

We recently reported that President Trump had fundraised an unprecedented $800 million during his second term. We wanted to know what does that fundraising look like and which companies were cutting checks. Trump's opinion about fundraising has dramatically shifted since 2015 when he first ran for president. >> Super PACs are a disaster. They're a scam. They cause dishonesty and you better get rid of them. Now in his second term, he's largely embraced and sought out large checks from corporate America. >> I ...

Bring in show music, please. >> Hi, I'm CNBC producer Katie Kramer. Today on Squawk Pod, everybody's talking about Nvidia's massive deal with Wall Street to shore up AI infrastructure, but what are the holes in the case.>> Everybody's propping up what is really the end of the era of hyperrowth. >> Ed Zitron of the Better Offline podcast has a bearish take. >> They basically pay people to rent back the GPUs that they sell them.They help raise the debt. They find the sites. It's vendor financing.>> Then the S ...

When we talk about infinity, what comes to our mind, universe, distant cosmos, especially when you are the fan of interstellar. I'm not sure whether you have seen that, but you know that's that's the world that he creates. But in my view, infinity starts right here.It's with everyone. Infinity is our ability to think beyond who we truly are and our ability to think beyond our own current reality. Infinity is also about thinking something that is not possible and we can achieve anything in our life.My name i ...

This is the latest zero-day released by security researcher Nightmare Eclipse, despite Microsoft publicly threatening to take legal action against them.https://t.co/htZE8ODIm2 ...

Welcome to Trader Talk. I'm Kenny Pulkar, your host. And today I am joined by Jared Blickery, who's the Yahoo Finance Markets and Data Editor, along with Michael Monahan, who is a partner and portfolio manager at Founder ETFs and the Founder 100 ETF, which I think is a fascinating product.So, we're going to talk about that. Actually, I want to kick that off and talk about that specifically because I think that's a great concept. So tell the audience a little bit what you mean by the founder 100.>> With the ...

We may never achieve a utopia, but it is worthy and worth it to attempt. Everything that's awesome in my life is kind of a cult. We had to go over to the Windows team.They wouldn't reply to our emails. They wouldn't fix our bugs. And we had to go over there with a baseball bat.An org like Microsoft can't. >> Yes. >> But a startup can.Yes. >> And every startup must. >> Gary, so good to have you, brother.Thank you so much for joining us today. >> Thanks for having me. >> Amazing, dude.Well, we're going to cov ...