格隆汇1月31日｜英伟达CEO黄仁勋表示，英伟达为所有使用其软件的开发者提供支持。只要开发者想 要使用我们的软件，我们都会公开给予支持。全球每一个人工智能开发者都与英伟达合作，所以我为此 感到非常自豪。 ...

Core Insights - AI hyperscalers are expected to spend over $500 billion on infrastructure in 2023, with major companies like Microsoft, Alphabet, Amazon, and Meta Platforms accelerating data center build-outs [1] Group 1: Nvidia - Nvidia is identified as a primary beneficiary of the increasing infrastructure spending, having initiated the AI revolution with its GPUs, which are essential for generative AI applications [3] - The company's operating cash flow is growing, allowing Nvidia to continue innovating with new GPU architectures approximately every 18 months, with a significant backlog of orders for its latest chips, Rubin [4][5] - Demand for Nvidia's general-purpose chipsets is expected to remain strong as investments in AI training and inference continue to rise [5] Group 2: Broadcom - Broadcom plays a crucial role in AI data center construction by providing essential components like networking switches and interconnects that ensure GPU clusters operate efficiently [6][7] - The company also benefits from rising infrastructure spending through collaborations with major firms like Apple and Alphabet to design custom application-specific integrated circuits (ASICs) [8]

Advanced Micro Devices ( NASDAQ:AMD ): A multi-year deal to supply around 6 GW of GPU capacity, potentially valued up to $300 billion. OpenAI would also receive warrants for a 10% stake in AMD if certain targets are met.Microsoft ( NASDAQ:MSFT ) Azure: An incremental $250 billion commitment from OpenAI to purchase Azure cloud services for AI training and inference over several years.OpenAI’s position today is anchored in a dense network of partners and funding discussions that go far beyond any single Nvidi ...

Core Insights - Nvidia and OpenAI announced a strategic partnership to deploy at least 10 gigawatts of Nvidia systems [1] - The partnership is backed by up to $100 billion in progressive investment as capacity comes online [1] Company Summary - Nvidia is positioning itself as a leader in the AI sector through this partnership with OpenAI [1] - The investment signifies a strong commitment to expanding AI infrastructure and capabilities [1] Industry Summary - The collaboration highlights the growing demand for AI technologies and the need for substantial infrastructure to support this growth [1] - The partnership may set a precedent for future collaborations in the AI industry, emphasizing the importance of strategic alliances [1]

Core Insights - The article discusses the investment strategies of JR Research, highlighting its focus on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 [1] Group 1: Investment Strategy - JR Research is recognized for its ability to identify high-potential investment opportunities, particularly in technology, software, and internet sectors [1] - The approach combines price action analysis with fundamental analysis, aiming to avoid overhyped stocks while capitalizing on undervalued ones with recovery potential [1] - The investing group Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with solid fundamentals and strong buying momentum [1] Group 2: Analyst Recognition - JR Research has been acknowledged as a Top Analyst by TipRanks and Seeking Alpha, indicating a strong track record of market outperformance [1] - The analyst's picks have consistently demonstrated the ability to outperform the market over time [1]

Wow, just when I thought I was inundated by a tirade of articles about newly minted Fed chair nominee Kevin Warsh on Friday, something "bigger" came through my news alert. It's big because the WSJ breaking news releaseJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price acti ...

以下文章来源于财联社AI daily ，作者周子意 而最新的报道称， 英伟达首席执行官黄仁勋近期私下向业内同仁强调，最初的1000亿美元协议并非具有约束力，也尚未最终确定。 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 据报道， 英伟达和OpenAI之间价值1000亿美元的合作交易谈判已陷入停滞。 去年9月英伟达曾宣布，计划向OpenAI投资高达1000亿美元，以帮助其训练和运行最新的人工智能模型。但据知情人士最新透露， 这一计 划因英伟达内部人士对这笔交易存疑而停滞不前。 据媒体援引知情人士的话报道，这两家公司目前正在重新考虑其合作关系的未来，最新讨论包括在OpenAI当前融资轮中进行数百亿美元的 股权投资。 这项交易的搁置显然对OpenAI构成了不小的打击。这笔交易本可以为OpenAI提供所需的资金和渠道，使其能够购买关键的先进芯片，以在 日益激烈的竞争环境中保持领先地位。 并且值得一提的是，这家ChatGPT制造商正为2026年底前上市做准备，过去一年一直在争取获得大量算力以支撑未来产品和增长。 竞争担忧 根据两家公司于去年9月签署的谅解备忘录，英伟达 ...

此前有报道称，英伟达投资 OpenAI 的计划在改芯片巨头内部一些人士对交易表示怀疑后陷入停滞。 英伟达CEO黄仁勋周六表示，该公司"肯定"会参与 OpenAI 当前的融资轮次，这很可能会是该公司有史 以来规模最大的一笔投资。 黄仁勋拒绝透露投资的具体金额，但他表示这笔投资"不会与"此前报道的 1000 亿美元相等。他在台北 接受记者采访时发表了上述言论。 此前有报道称，英伟达投资 OpenAI 的计划在改芯片巨头内部一些人士对交易表示怀疑后陷入停滞。 责任编辑：于健 SF069 责任编辑：于健 SF069 英伟达CEO黄仁勋周六表示，该公司"肯定"会参与 OpenAI 当前的融资轮次，这很可能会是该公司有史 以来规模最大的一笔投资。 黄仁勋拒绝透露投资的具体金额，但他表示这笔投资"不会与"此前报道的 1000 亿美元相等。他在台北 接受记者采访时发表了上述言论。 ...

市场策略丨深度报告 [Table_Title] AI 革命和泡沫分析框架（一）：AI 的 1998—— 科网泡沫再审视 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 本文对科网泡沫复盘，希望以史为鉴，对当下 AI 产业演进过程提出一些思考。衡量泡沫是否存 在主要有八大维度，可以分为三个层面。宏观：叙事催化剂和杠杆水平；产业：故事性、应用 场景、未来竞争格局、商业模式；市场：经验不足的投资者、纯粹可投资标的。从宏观环境整 体来讲，美国当前的经济环境不及科网泡沫时期，流动性相比当时更好。产业端来讲，商业模 式能否闭环，企业能否产生最终盈利是市场最为关注的问题。而市场端来看，当前估值水平和 市场构成相比科网泡沫时期更优。 分析师及联系人 [Table_Author] 戴清 SAC：S0490524010002 SFC：BTR264 请阅读最后评级说明和重要声明 2 / 26 %% %% %% %% research.95579.com 2 [Table_Title AI 革命和泡沫分析框架（一 2] ）：AI 的 1998—— 科网泡沫 ...

以下文章来源于快鲤鱼 ，作者快鲤鱼 快鲤鱼 . 创业邦旗下AGI矩阵号，寻找海内外创新性的AGI高成长公司，记录AGI商业领袖的成长轨迹。 全球AI产业周报 为你精选过去一周（1.14-1.30）最值得关注的AI新闻和 国内外热门AI投融资事件 ，帮助大家及时 了解全球AI市场动向。 本周人工智能热点资讯 开源项目C lawdbot爆火，开发者爆料开发内幕 ：100%AI开发 1月27日消息，近日，个人AI助手ClawdBot掀起讨论热潮。开源项目Clawdbot可在Mac mini上运 行，兼具本地AI智能体和聊天网关双重身份，可本地运行并接入WhatsApp、Telegram、GitHub 等工具，已获超3万GitHub星标。Clawdbot能记住两周前的对话，还会主动推送邮件、日程提 醒，并可直接操控电脑执行任务。其幕后开发者Peter Steinberger称，该项目几乎是100%用AI写 出来的，并且认为国产大模型MiniMax 2.1是目前最"Agentic"的一个大模型。Steinberger目前就 在自己的Mac Studio上使用MiniMax 2.1本地跑Clawdbot。 长江证券表示， ...