Core Insights - The average American now requires a six-figure income of $106,731 to afford a median-priced home of $414,900, with monthly mortgage payments averaging $2,490 [2][10] - In high-cost areas like San Jose and San Francisco, the income needed to purchase a home has escalated to $458,504 and $321,463 respectively, indicating significant geographic disparities in housing affordability [3][10] - The labor market is increasingly rewarding continuous learning, with professionals acquiring four or more new skills seeing wage increases of up to 15%, particularly in high-demand fields such as AI and data analytics [4][10] Housing Market Dynamics - The current housing affordability gap is exacerbated by high interest rates and low inventory, making homeownership increasingly unattainable for median earners [3] - The national median household income is approximately $83,730, which is significantly lower than the income required for home purchases, suggesting a trend towards dual-income households or career pivots [6] Labor Market Trends - Nearly 70% of employers are now prioritizing specific competencies over traditional degrees, reshaping recruitment strategies in response to the evolving labor market [5] - Platforms like Coursera and LinkedIn are experiencing increased engagement as workers seek to close the "skills gap" to qualify for higher-paying roles [5] Economic Outlook - The combination of a strained housing market and a rapidly evolving labor force is leading to a bifurcated economy, where adapting to technological changes is essential for financial stability and housing security by 2026 [7]

听雨 发自 凹非寺量子位 | 公众号 QbitAI 一转头，OpenAI拿下了AI史上的最大一笔支票。 2月27日晚，OpenAI宣布获得新融资1100亿美元，其中300亿美元来自软银，300亿美元来自英伟达，500亿美元来自亚马逊，投前估值7300亿美元。 这也是AI领域迄今规模最大的单笔融资。 官方说法是，这笔融资将用于扩大人工智能基础设施的建设，以加快推进AI的普惠。 奥特曼还在X上描绘了与三家的具体合作方向： 英伟达：负责底层算力供给，围绕 GPU 及新一代加速器，为OpenAI提供持续、可扩展的训练与推理能力； 亚马逊：提供云基础设施与全球部署能力，支持OpenAI在多区域、多行业场景中的模型交付与商业化落地； 软银：更多承担资本与生态角色，通过长期资金支持及产业资源整合，推动OpenAI在更广泛产业体系中的扩张。 另外，作为OpenAI的老股东，微软也没落下。 双方发布联合声明表示：之前的合作关系不受影响，微软Azure仍然是OpenAI API的独家云服务提供商，并且微软拥有OpenAI模型和产品中知识产权的 独家许可和访问权限。 在同一时间，算力上游、云基础设施和长期资本三条最关键的AI资源线 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

新浪科技讯 2月28日上午消息，OpenAI宣布完成新一轮融资，募集资金总额达1100亿美元，本轮融资由 亚马逊领投500亿美元，软银集团与英伟达各出资300亿美元共同参与。 本轮融资完成后，OpenAI账面现金约达400亿美元。公司预计收入将从2025年的130亿美元增长至2026 年的300亿美元以上。 OpenAI表示，公司还与亚马逊签署了战略合作伙伴关系，并确保了英伟达下一代推理算力的供应。随 着本轮融资的推进，预计还会有其他金融投资者加入。据OpenAI创始人奥尔特曼透露，在与亚马逊合 作的同时，公司仍与微软保持着良好合作关系，公司的无状态API将继续仅在Azure上提供，将与他们 合作大幅扩展其功能。 责任编辑：江钰涵 新浪科技讯 2月28日上午消息，OpenAI宣布完成新一轮融资，募集资金总额达1100亿美元，本轮融资由 亚马逊领投500亿美元，软银集团与英伟达各出资300亿美元共同参与。 OpenAI表示，公司还与亚马逊签署了战略合作伙伴关系，并确保了英伟达下一代推理算力的供应。随 着本轮融资的推进，预计还会有其他金融投资者加入。据OpenAI创始人奥尔特曼透露，在与亚马逊合 作的同时，公司仍 ...

美股2月收官，道指累涨0.17%，月线10连涨；纳指累跌3.38%，标普500指数累跌0.87%。纳斯达克金龙 中国指数累跌5.88%。热门股中，2月份，台积电涨13.32%，沃尔玛涨7.39%，埃克森美孚涨8.57%，伯 克希尔B涨5.08%，苹果涨1.91%；AMD跌15.43%，亚马逊跌12.24%，Meta跌9.54%，微软跌8.52%，英 伟达跌7.29%，谷歌A跌7.76%，特斯拉跌6.48%，博通跌3.55%。目前，美股总市值排名前十的个股分 别为英伟达、苹果、谷歌A、谷歌C、微软、亚马逊、台积电、META、博通及特斯拉。(格隆汇) (相关资料图) ...

其官方博客提到，本轮融资前，OpenAI的预估值达到7300亿美元（约合人民币5万亿元），未披露融资后的新估值。 阿尔特曼在社交平台X上感谢了三个投资方，顺便还安抚了微软。 阿尔特曼称，OpenAI很高兴与亚马逊合作，将新一代产品推向市场，期待能够充分利用Trainium芯片；英伟达一直是OpenAI的最重要合作伙伴之一，其 芯片是人工智能计算的基石，很高兴能在AWS上运行他们的系统，对英伟达新产品很期待；软银是优秀合作伙伴，很高兴其再次成为OpenAI重要投资 方，期待展开更广泛合作。 阿尔特曼赢麻了！ 智东西2月28日消息，刚刚，OpenAI宣布拿到1100亿美元（约合人民币7544亿元）新融资，其中亚马逊投500亿美元、英伟达投300亿美元、软银投300亿 美元。这也是全球AI领域迄今规模最大的单笔融资。 其中，亚马逊向OpenAI投资500亿美元（约合人民币3429亿元），首批投资为150亿美元（约合人民币1029亿元），在满足特定条件后未来几个月再投350 亿美元（约合人民币2400亿元）。2月26日，据The Information援引知情人士消息，后续亚马逊的350亿美元，或取决于OpenAI是 ...

美股2月收官，道指累涨0.17%，月线10连涨；纳指累跌3.38%，标普500指数累跌0.87%。纳斯达克金龙 中国指数累跌5.88%。 热门股中，2月份，台积电涨13.32%，沃尔玛涨7.39%，埃克森美孚涨8.57%，伯克希尔B涨5.08%，苹果 涨1.91%；AMD跌15.43%，亚马逊跌12.24%，Meta跌9.54%，微软跌8.52%，英伟达跌7.29%，谷歌A跌 7.76%，特斯拉跌6.48%，博通跌3.55%。 目前，美股总市值排名前十的个股分别为英伟达、苹果、谷歌A、谷歌C、微软、亚马逊、台积电、 META、博通及特斯拉。(格隆汇) ...

智通财经获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美 元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。这是这家ChatGPT开发者 迄今规模最大一轮融资，并为其在获取更大规模AI算力资源和更多全球顶级人才以推进人工智能开发 的高成本投入方面提供重大支持，攸关AI算力支出的这笔超大规模筹资可谓与支撑美股超级牛市"AI信 仰"密切关联，全球投资者近年来围绕"人工智能投资主题"的愈发狂热AI信仰扮演了牛市行情最核心同 时也是最强大的看涨驱动力。 OpenAI周五表示，美国电商与云计算领军者亚马逊(AMZN.US)在本轮融资中投资了500亿美元，这是这 家电商与云计算巨头迄今对任何公司投入金额最大的一笔投资。该公司还表示，软银集团以及"AI芯片 超级霸主"英伟达(NVDA.US)各自投资了300亿美元。 值得注意的是。该公司新的7300亿美元估值不包括此次募集的资金。融资完成后，其估值现已达到约 8400亿美元。 OpenAI敲定1100亿美元融资以及高达7300亿美元融资前估值，并且亚马逊、软银与英伟达集体斥巨资 支持OpenAI的人工 ...

Capital markets haven't been kind to software companies lately; the sector that was once beloved for having near-zero marginal costs, recurring revenue, and an asset-light operational nature has recently witnessed massive drawdowns as investors fear thatFull-time Equity Analyst and part-time retail investor with a bias for high quality stocks trading at discounted prices. over the past 5 years I've been retail investing and learning more about how the stock market works, following the work of Ben Graham and ...

Core Insights - The software sector, once favored for its low marginal costs and recurring revenue, has recently experienced significant declines as investor sentiment shifts negatively [1] Group 1 - The capital markets have not been favorable to software companies lately, leading to massive drawdowns in the sector [1] - Investors are increasingly concerned about the sustainability of the software business model, which was previously seen as resilient due to its asset-light nature [1]