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英伟达、微软和亚马逊商谈投资OpenAI 600亿美元,投前估值达7300亿美元!
Hua Er Jie Jian Wen· 2026-01-29 03:39
OpenAI正在筹划一轮规模空前的融资,英伟达、微软、亚马逊三家科技巨头有望注资最高600亿美元, 这笔资金将帮助OpenAI应对日益增长的算力需求和现金消耗压力。 据The Information周四报道,英伟达正商谈投资最高300亿美元,微软计划投资不到100亿美元,而亚马 逊作为新投资者可能投入超过100亿美元、甚至超过200亿美元。这三家公司均是OpenAI的重要技术合 作伙伴。 这笔巨额融资将缓解市场对OpenAI现金流的担忧,公开市场投资者近期对该公司履行与甲骨文和微软 支出承诺的能力持怀疑态度。 科技巨头各怀战略考量 三家潜在投资者与OpenAI均有深度业务联系。 英伟达是现有投资者,其芯片为OpenAI的AI模型提供算力支持。微软是长期支持者,拥有向云客户销 售OpenAI模型的独家权利。亚马逊将成为新投资者,据知情人士透露,其投资可能取决于单独的云服 务和ChatGPT相关交易。 OpenAI去年11月曾表示,将在未来七年内斥资380亿美元向AWS租赁服务器,使AWS成为OpenAI用于 开发其AI的五家云服务商之一。 目前尚不清楚哪家投资者将成为本轮最大出资方。据知情人士称,OpenAI即 ...
Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI, The Information reports
Reuters· 2026-01-29 03:06
Core Insights - Nvidia, Amazon, and Microsoft are in discussions to invest up to $60 billion in OpenAI [1] Group 1 - The potential investment amount of $60 billion indicates significant interest from major tech companies in the AI sector [1]
?全球最大主权财富基金“恐高”? 2025年下半年减持英伟达(NVDA.US)等美国科技巨头
Zhi Tong Cai Jing· 2026-01-29 03:00
(原标题:?全球最大主权财富基金"恐高"? 2025年下半年减持英伟达(NVDA.US)等美国科技巨头) 智通财经APP获悉,根据挪威政府最新公布的一份持仓清单,规模高达2.2万亿美元的挪威主权级别财 富基金在2025年下半年减持了美国股市最大规模科技巨头股票仓位,其中包括其长期以来的第一大持仓 ——即AI芯片超级霸主英伟达(NVDA.US)。截至年末,负责管理该基金的挪威央行投资管理公司 (Norges Bank Investment Management,NBIM)已削减其前四大科技巨头持仓,除英伟达外还包括苹果公 司(AAPL.US)、微软公司(MSFT.US)以及谷歌母公司Alphabet(GOOGL.US)。 该主权财富基金将芯片巨头英伟达的持股比例从6月底的1.32%降至年末的1.26%,同时将微软的持股比 例从1.35%降至1.26%,但是这两家科技巨头仍是该基金最有价值的前五大投资之一,其后依次为 Alphabet和云计算与电商巨头亚马逊公司(AMZN.US)。苹果则是该主权财富基金第二大投资。作为简化 投资组合战略的一部分,该主权财富基金退出了摩尔多瓦、冰岛等国股市,同时选择新增约旦和巴拿 ...
AI财报还行呀
小熊跑的快· 2026-01-29 02:57
Group 1 - The core viewpoint of the articles highlights significant growth in AI-related business and user engagement across various companies, indicating a strong market demand for AI solutions [1][2][3][4]. Group 2 - Company A announced a successful bid for AI-related projects amounting to 2.316 billion yuan, surpassing the combined total of the second to sixth competitors [1]. - Company B projects its AI-related business revenue to reach between 600 million to 620 million yuan by 2025, representing a year-on-year growth of approximately 1057% to 1095% compared to 51.87 million yuan in 2024 [1]. - Microsoft reported a historical high in new user seats for Microsoft 365 Copilot, with a year-on-year growth exceeding 160%, and a 77% quarter-on-quarter increase in Copilot Pro+ subscriptions [1]. - Microsoft Cloud's commercial order volume grew by 230% and 228% respectively, with remaining performance obligations increasing to $625 billion, a year-on-year increase of 110% [2]. - Meta's advertising display counts increased by 18% year-on-year, driven by user engagement and scale growth, with average ad prices rising by 6% due to increased advertiser demand [2]. - Meta's "other revenue" from its app family reached $801 million, a 54% year-on-year increase, primarily driven by WhatsApp paid messaging and Meta Verified subscription services [2]. - Instagram Reels saw over 30% year-on-year growth in viewing time in the U.S., attributed to improvements in recommendation quality and user engagement [2]. - Nearly 10% of Reels viewed daily are created using Meta's Edits app, with a threefold increase compared to the previous quarter [3]. - Meta AI's daily active users generating media content tripled year-on-year, with a 30% productivity increase observed among engineers since early 2025, largely due to the adoption of generative coding tools [3]. - A new runtime model deployed in Instagram's feed, stories, and Reels improved conversion rates by 3%, with video generation tools achieving an annualized revenue run rate of $10 billion, growing nearly three times faster than overall ad revenue [4].
Microsoft can monetize AI better than any software company, says Jefferies' Brent Thill
Youtube· 2026-01-29 02:45
Microsoft - Microsoft shares are currently experiencing a decline, attributed to concerns over Azure growth and the significant role of OpenAI in their backlog, which constitutes 45% of it [2][4] - Despite a stable quarter, there are ongoing concerns regarding whether OpenAI can meet its financial commitments to Microsoft and other providers [3][5] - Microsoft's diverse business model, which includes application, security, and infrastructure segments, positions it better than Oracle, allowing for better monetization of AI [9][10] OpenAI - OpenAI's ability to fulfill its financial obligations is a central concern for investors, with comparisons drawn to Google's past struggles with AI [4][12] - There is skepticism in the market regarding OpenAI's capacity to deliver on its commitments, but there is a belief that it will ultimately succeed [5][12] Meta - Meta has reported impressive revenue growth, with guidance indicating a potential earnings power of $30 per share, leading to a favorable valuation outlook [6][14] - The company is expected to achieve revenue growth of 26% to 33.5%, surpassing market expectations of 20% [14]
微软:2026 财年第二季度初步解读
2026-01-29 02:42
28 January 2026 | 4:58PM EST Equity Research Microsoft Corp. (MSFT): 2QFY26 First Take MSFT is indicated down 4% after market after reporting 2Q26 results: We believe Callie Valenti +1(212)357-2790 | callie.valenti@gs.com Goldman Sachs & Co. LLC Selina Zhang +1(212)357-9979 | selina.zhang@gs.com Goldman Sachs & Co. LLC Praachi Arora +1(332)245-7970 | praachi.arora@gs.com Goldman Sachs India SPL c45a43530f604d12bcb9a82b5aa6b9f6 Key results: Other details Key commentary we're watching for on the call: Goldman ...
押注AI微软资本支出再创新高,盘后跌幅超6%
Di Yi Cai Jing· 2026-01-29 02:36
当地时间1月28日,微软公布了截至2025年12月31日的2026财年第二财季业绩。 尽管营收和净利润双双增长,但资本支出的大幅增长让微软股价在盘后下跌超6%。 财报显示,微软第二财季营收为813亿美元,同比增长17%。按美国通用会计准则计算,净利润为385亿美元,增长60%。按非美国通用会计准则,净利润为 309亿美元,增长23%。 该财季微软的资本支出达到375亿美元,同比增长66%,同时微软连续两个季度的资本支出创下新高。财报电话会议上,微软执行副总裁兼首席财务官艾米· 胡德(Amy Hood)表示,调整OpenAI影响后,第二财季微软其他收入和支出略呈负值,低于预期,主要由投资净亏损驱动。 第二财季大约三分之二的资本支出用于短期资产,主要是GPU和CPU,以支持不断增长的Azure平台需求、增加研发团队的资源以加速产品创新,以及在持 续更换已报废的服务器和网络设备之间取得平衡。剩余支出用于长期资产,以支持未来 15 年及更长时间内的盈利,其中包括67亿美元的融资租赁,主要用 于大型数据中心。 微软连续两个季度的资本支出创下新高。 在该季度,微软也面临着诉讼挑战。去年10月27日,澳大利亚竞争与消费者委 ...
全球最大主权财富基金“恐高”? 2025年下半年减持英伟达(NVDA.US)等美国科技巨头
Zhi Tong Cai Jing· 2026-01-29 02:33
根据挪威政府最新公布的一份持仓清单,规模高达2.2万亿美元的挪威主权级别财富基金在2025年下半 年减持了美国股市最大规模科技巨头股票仓位,其中包括其长期以来的第一大持仓——即AI芯片超级 霸主英伟达(NVDA.US)。截至年末,负责管理该基金的挪威央行投资管理公司(Norges Bank Investment Management,NBIM)已削减其前四大科技巨头持仓,除英伟达外还包括苹果公司(AAPL.US)、微软公司 (MSFT.US)以及谷歌母公司Alphabet(GOOGL.US)。 NBIM成立于1990年代初,其投资遵循挪威财政部设定的基准系统指数,因此其进行主动操作的空间有 限。其投资组合覆盖股票、固定收益、房地产与可再生基础设施,且均在挪威境外。 从"美欧地缘政治博弈"的视角看,挪威主权财富基金(NBIM/GPFG)在2025年下半年小幅减持英伟达、苹 果、微软、Alphabet这类美股科技龙头,其深层意义更像是在这些占据市场高额权重的科技巨头估值来 到历史高位之际"去权重集中度 + 降政治尾部风险",而不是"大举撤离美国或者看空AI投资主题"。 挪威NBIM本就严格贴近财政部设定的基准指数 ...
全球最大主权财富基金“恐高”? 2025年下半年减持英伟达(NVDA.US)等美国科技巨头
智通财经网· 2026-01-29 02:32
智通财经APP获悉,根据挪威政府最新公布的一份持仓清单,规模高达2.2万亿美元的挪威主权级别财富基金在2025 年下半年减持了美国股市最大规模科技巨头股票仓位,其中包括其长期以来的第一大持仓——即AI芯片超级霸主英 伟达(NVDA.US)。截至年末,负责管理该基金的挪威央行投资管理公司(Norges Bank Investment Management, NBIM)已削减其前四大科技巨头持仓,除英伟达外还包括苹果公司(AAPL.US)、微软公司(MSFT.US)以及谷歌母公 司Alphabet(GOOGL.US)。 该主权财富基金将芯片巨头英伟达的持股比例从6月底的1.32%降至年末的1.26%,同时将微软的持股比例从1.35%降 至1.26%,但是这两家科技巨头仍是该基金最有价值的前五大投资之一,其后依次为Alphabet和云计算与电商巨头亚 马逊公司(AMZN.US)。苹果则是该主权财富基金第二大投资。作为简化投资组合战略的一部分,该主权财富基金退 出了摩尔多瓦、冰岛等国股市,同时选择新增约旦和巴拿马。 在几乎同一时期,该主权基金对美国资产的总体敞口并未显著下降:到2025年末其大约52.9%资产仍在美国 ...