Core Insights - OpenAI is set to complete a new funding round that may exceed $100 billion, aimed at developing its artificial intelligence tools [1][3] - The total valuation of OpenAI, including this funding, is expected to surpass $850 billion, higher than the initial estimate of $830 billion, with a pre-money valuation maintained at $730 billion [1][3] Funding Details - The first part of this funding round will primarily come from strategic investors, including Amazon, SoftBank Group, NVIDIA, and Microsoft, with total commitments potentially nearing $100 billion if investments reach the upper limits of discussions [1][4] - Amazon is expected to invest up to $50 billion, SoftBank plans to invest up to $30 billion, and NVIDIA has discussed a potential investment of $20 billion [4] Future Investment Stages - The next phase of the deal will involve venture capital firms, sovereign wealth funds, and other financial investors, which could significantly increase the total fundraising amount [4] - Funds from corporate investors are anticipated to be received in batches or installments throughout the year [4] Strategic Partnerships - As part of its partnership with Amazon, OpenAI plans to expand its use of Amazon's chips and cloud computing services [4] - OpenAI's CEO, Sam Altman, noted the remarkable advancements of Chinese tech companies across the entire technology stack, indicating that they are approaching the technological frontier in many areas, including AI [4]

Market Analysis by covering: Chevron Corp, Microsoft Corporation, Apple Inc, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...

Core Viewpoint - Supermicro's investigation following the resignation of Ernst & Young found no fraud but highlighted governance issues, leading to the need for a new chief financial officer and a chief accounting officer [1][2]. Group 1: Investigation Findings and Governance Changes - The investigation revealed "lapses" in the rehiring process of nine employees, with the CFO, David Weigand, having primary responsibility for these lapses [2]. - Supermicro appointed Kenneth Cheung as the chief accounting officer shortly after the investigation but has not yet found a replacement for the CFO position [3]. - The prolonged search for a new CFO indicates challenges in attracting qualified candidates due to the company's past accounting issues and the competitive market for finance leaders [4][6]. Group 2: Market Position and Strategic Importance - Supermicro is positioned as a key player in the AI ecosystem, with significant relationships with Nvidia and other major tech companies, aiming for net sales of at least $40 billion this year [9][10]. - The company has expanded its staff significantly to support growth in the AI market, indicating a strong focus on innovation and R&D [8]. - Supermicro's unique offerings, such as its Data Center Building Block Solution and proprietary liquid-cooling technology, enhance its competitive edge in the rapidly evolving tech landscape [9]. Group 3: Challenges in CFO Recruitment - The search for a new CFO is complicated by the need for a candidate with a strong governance track record and strategic relationships, which are critical for the company's future [17][18]. - The market for CFOs is highly competitive, with a preference for experienced candidates, making it difficult for Supermicro to attract top talent [16][19]. - The ambiguity surrounding the CFO search and lack of updates may indicate potential discord within the company's leadership, further complicating recruitment efforts [6][7].

来源：环球网 作为人工智能领域的重要探索方向，"空间智能"由李飞飞率先提出并进行系统性研究，她将人类智能归 结为语言智能与空间智能两大核心，其中空间智能是生物理解、推理周边世界并实现感知与行动关联的 基础能力，经过数百万年演化，成为人类推理、行动、发明创造的重要支撑，从日常的生活互动到城市 的可视化设计，均离不开空间智能的作用。在李飞飞看来，当前人工智能在语言智能领域已取得显著发 展，但要实现技术的进一步突破，就需要让AI突破2D屏幕的限制，拥有理解、生成并互动3D世界的能 力，实现从"能看会说"到"能行动"的跨越。英伟达相关人士也评价，空间智能已成为计算机视觉和实体 智能体发展的下一个前沿。 自成立以来，World Labs便以打造AI领域的革命性"世界模型"为目标，致力于让AI在3D世界中实现感 知、生成与互动，计划颠覆现有叙事方式、创意产出、机器人技术及科学发现的固有边界。2025年底， 企业推出了首款核心产品Marble，这款工具可通过图像、视频甚至纯文本等简单输入，快速生成具备空 间连贯性、高保真度且可持久存在的3D虚拟世界，成为"空间智能"技术落地的重要成果，也让文字、 图像生成3D虚拟宇宙从概念 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 向一组 AI 张量引擎添加大容量 SRAM 模块，或者更进一步，采用此类引擎的晶圆级阵列，都能为 AI 推理提供强力加速。这一点已被 AI 新兴企业 Cerebras Systems、SambaNova Systems（据传英 特尔在去年年底曾试图收购该公司）、Groq（刚刚被英伟达以 200 亿美元收购）以及 Graphcore （一年半前被软银以 6 亿美元收购）在与英伟达和 AMD 的 GPU 对比中反复证明。 但今日正式走出隐身模式的初创公司 Taalas 表示，如果你真的想挑战 AI 推理的极限，那么正确的 做法是不再绕圈子，将训练完成的 AI 推理权重直接编码到芯片的晶体管中，并去掉那些为了让计算 引擎保持可灵活调整、以便企业不断微调模型而附带的所有软件冗余。 通过这种方式，你还可以从根本上简化 AI 设备的架构。并且，以 Taalas 所采用的方式，还能够消 除困扰所有串行和并行计算引擎 —— 尤其是 GPU 和 AI XPU—— 的计算与内存之间的壁垒。这些 GPU 和 AI XPU 不得不借助 HBM 堆叠 DRAM，以获得与其浮点和整数性能相 ...

以下文章来源于航通社 ，作者航通社 航通社 . 你应该知道的历史、现在和未来 | lishuhang.me | @lishuhang 本文来自微信公众号： 航通社 ，作者：航通社，原文标题：《印度AI峰会：阵仗这么大，但中国去 哪了？》 2月16日-20日，为期五天的"2026印度人工智能影响力峰会"在新德里婆罗多展览中心举行。这是"全 球AI安全峰会"的系列活动之一。自2023年英国首届、韩国第二届、法国第三届以后，该系列峰会首 次在"全球南方"国家举办。 此前西方主导的AI安全峰会，聚焦于"末日生存"与AI安全，印度更改了活动主题，仍然强调AI对后 发国家的发展助力，体现出乐观的情绪。这场打出"人民、地球与进步"口号的盛会，吸引了超过40 位全球科技公司CEO及20国首脑代表，预计带来高达1000亿美元的投资承诺。 全球AI竞争的前两强已经公认为美国和中国。那么谁想当第三呢？莫迪政府对此次峰会寄予厚望， 旨在确立印度在未来十年全球AI领域的主导地位。而这个"潜在老三"在目前两强争霸的格局中，似 乎高调绑定了美方阵营。 尽管中国的AI发展选择了开源、低成本、普惠的更适合发展中国家的道路，但印度同为最大的发展 ...

智通财经APP获悉，据报道，英伟达(NVDA.US)正与OpenAI进行深入谈判，计划作为新一轮融资的一 部分，向这家AI初创公司投资高达300亿美元。此轮融资完成后，OpenAI的投前估值有望达到7300亿美 元。 一位知情人士透露，这笔投资与双方在去年9月宣布的1000亿美元基础设施合作协议无关。该人士表 示，这300亿美元的投资不附带任何部署条件。 去年9月的声明曾震动科技界，并引发了一连串基础设施交易。该声明概述了一项结构：随着英伟达新 的超级计算设施上线，它将在几年内对OpenAI进行投资。当时有消息人士称，英伟达的第一笔100亿美 元投资将在其首个吉瓦级项目完成时到位。 该人士补充称，英伟达此次300亿美元的投资计划与此前9月的设想不同，但该公司仍有可能根据原有框 架参与后续的投资轮次。不过这笔交易尚未最终敲定，具体细节仍可能有变。对此，英伟达拒绝置评。 近几个月来，关于OpenAI与英伟达1000亿美元基础设施协议的状况引发了诸多猜测，尤其是在1月有报 道称该交易已被"搁置"之后。英伟达曾在去年11月的季度财报中表示，"无法保证我们能够就与OpenAI 的合作机会或其他潜在投资达成最终协议"。 ...

这笔交易是OpenAI更大规模融资的一部分，该轮融资总额有望超过1000亿美元，将使OpenAI估值达到 约7300亿美元（不含新资金）。 值得关注的是，此次300亿美元投资将取代两家公司去年9月高调宣布的1000亿美元多年投资合作计划。 彼时双方签署谅解备忘录，英伟达承诺为OpenAI建设至少10GW算力并协助支付成本，OpenAI则同意 租用英伟达芯片。知情人士称，OpenAI计划将大部分新筹集的资金再投资于英伟达硬件。 观点网讯：2月20日，据《金融时报》援引知情人士消息，英伟达正接近与OpenAI达成一项约300亿美 元的股权投资协议，谈判已进入最后阶段，最早可能于本周末敲定。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Nvidia Corp. (NASDAQ:NVDA) has entered the final stages of a landmark $30 billion equity investment in OpenAI, effectively replacing a massive $100 billion infrastructure agreement that had been the subject of intense market speculation.A Strategic DecouplingThe $30 billion deal, confirmed by sources close to the negotiations, marks a significant pivot from the “non-binding” letter of intent signed in September 2025.That original plan contemplated a $100 billion investment tied to the deployment of 10 gigaw ...

Nvidia has built an AI empire and dominates the AI chip market.Meta Platforms (META +0.24%) has been one of the most noteworthy names in the artificial intelligence (AI) space over the past couple of years. The company, known for its social media apps, has spoken of its intentions to pursue AI and even bring superintelligence to people around the world. As part of this, Meta has been spending billions of dollars to build out data centers, create large language models, and offer AI features to app users and ...