生成式AI 一、ChatGPT正式测试广告功能，OpenAI承诺不干预回答内容 1. OpenAI正式在美国地区测试ChatGPT广告功能，面向免费用户及月付8美元的Go订阅用户开放，Pro、Business 等高级订阅方案不展示广告； 2. 广告将标注为"赞助内容"，基于对话主题和历史记录智能匹配，用户聊天内容不向广告商开放，仅提供聚合层面效 果数据； 3. OpenAI承诺广告不干预回答逻辑，用户可自主管理广告设置，目标是通过广告模式资助免费服务实现AI普及。 https://mp.weixin.qq.com/s/UmNZi0fUXYh-dbnPWuBuEQ 二、腾讯混元开源首个产业级2Bit量化端侧模型，仅0.3B参数 1. 腾讯混元推出HY-1.8B-2Bit模型，通过2比特量化感知训练实现等效参数量仅0.3B，内存占用仅600MB，是首个 产业级2bit端侧模型实践； 2. 对比原始精度模型参数量降低6倍，在真实端侧设备上生成速度提升2至3倍，同时沿用全思考能力支持简洁和详细 思维链切换； 3. 模型已在Arm等计算平台完成适配，团队未来将通过强化学习与模型蒸馏进一步缩小低比特量化模型与全精度模型 ...

FOR THE PUBLIC'S HEALTH. SAVANNAH GUTHRIE. AS INVESTIGATORS COMB THROUGH ANY LEADS THAT MIGHT BRING HER MOTHER NANCY HOME SAFELY.>> WE ARE AT AN HOUR OF DESPERATION, AND WE NEED YOUR HELP. >> WE'RE ON THE GROUND IN ARIZONA WITH THE VERY LATEST ON THE URGENT SEARCH FOR CLUES. AS THE FBI PUTS UP THESE BILLBOARDS ACROSS THE SOUTHWEST, HOPING FOR ANY NEW INFORMATION.ALSO THIS MORNING, THOSE UNREDACTED EPSTEIN FILES NOW AVAILABLE TO TOP LAWMAKERS FOR THE FIRST TIME. THEIR KEY TAKEAWAYS SO FAR AS EPSTEIN'S RIGHT ...

Behind every impactful AI experience is strong collaboration plus compute. Across open hardware and software, AMD and OpenAI are working together on Instinct MI455X and Helios for training and inference at massive scale, today and into the future. Hear Greg Brockman’s perspective from #CES2026. #CES #AMD ...

版面之外，才是真相。 本文来自微信公众号： 版面之外 ，作者：画画，头图来自：视觉中国 不知道你的朋友圈是否和我一样，被一些 AI 生成的视频刷屏了。 以下文章来源于版面之外 ，作者画画 版面之外 . 画面里，镜头自然地从全景推向特写，光影流转，动作顺滑得不像话。最神的是，场景竟然能根据旁 白的节奏精准切换。这不是好莱坞大片的花絮，而是字节跳动新发布的视频模型 Seedance 2.0。 说实话，过去我们让AI 画个艺术图、搞个几秒钟的动作视频，早就见怪不怪了。但这次，连平时从 不关注科技的朋友都在转发。那种惊奇、兴奋，甚至带点陌生感的情绪，混合在一起。 仔细想想，这种情绪很关键。以前我们看到OpenAI的Sora、谷歌的Gemini出彩时，感觉更多是仰 望，那是别人家孩子又考了满分。但这次，感觉变了，有一种自己孩子出息了的感觉，让人忍不住想 比较一下：这个好像不比那些眼球顶级的差啊？ 这个瞬间让人恍惚。还记得 2024 年初 Sora 横空出世吗？东京街头那条漫步视频，逼真得让人惊到 了下巴。当时国内科技圈讨论的全是差距，是又要落后一个时代的焦虑。 到了2026年初，Seedance 2.0的刷屏，把那种沉 ...

Core Insights - The article discusses the launch of Smart Bricks, an AI-powered proptech company founded by Mohamed Mohamed to provide advanced real estate investment tools for individual investors [3][4]. Company Overview - Smart Bricks aims to democratize access to sophisticated real estate investment tools that were previously available only to large financial institutions [3]. - The company utilizes an autonomous reasoning system to analyze millions of data points related to real estate, including pricing, liquidity, and transaction history [4]. Product Features - The platform offers automated valuation models, cash-flow forecasting, downside risk modeling, and market reasoning to help investors understand potential outcomes of real estate deals [4]. - Smart Bricks also streamlines the transaction workflow, significantly reducing the time required for completion compared to traditional methods [5]. Funding and Growth - Smart Bricks recently secured a $5 million pre-seed funding round led by Andreessen Horowitz, with participation from various notable investors [7]. - The funding will be used to expand the product's infrastructure into new markets and advance product development [8].

2月10日开盘，中文在线42.32元的股价较前一日收盘时上涨20%，阅文40.08港元的开盘价较前一日的收盘价上涨6%，掌阅科技股价再度出现10%涨幅。这波 从2月9日开始的资本热度，或许与一款AI视频模型有关。 2026年开年，字节跳动内测的AI视频模型Seedance2.0意外引爆全球关注，其"文本生成多镜头电影级视频"的能力被业界称为"导演级AI"。 这股热潮并非孤例。海外，OpenAI的Sora、Runway的Gen-3持续迭代；国内，快手"可灵"、生数科技"Vidu"、MiniMax"Hailuo"等竞品亦在长视频、主体一致 性等赛道激烈角逐。然而，当AI仅凭一张照片就能"复刻"声音与未见场景时，数据合规与版权边界问题也随之浮出水面。 "对物理规则的遵循" "当前地表最强的视频生成模型"试用Seedance2.0模型后，游戏科学CEO、《黑神话：悟空》制作人冯骥发布数百字评论，并称其标志着"AIGC（人工智能生 成内容）的童年时代结束"。 在海外社交媒体上，AI影视创意内容领域最为活跃的创作者之一"el.cine"坦言，Seedance 2.0是目前唯一让他产生强烈危机感的AI模型。 "一款全新的人 ...

Core Viewpoint - Software stocks are expected to rebound from historic lows as the market has overly pessimistic expectations regarding AI's short-term disruption of the software industry, according to JPMorgan strategists [1][5]. Group 1: Market Sentiment and Stock Performance - The software sector has fallen to its lowest level since the market turmoil in April last year [4]. - Concerns over new AI tools potentially disrupting traditional Software as a Service (SaaS) business models have led to sustained pressure on U.S. software stocks [1][5]. - The recent sell-off did not differentiate between companies with AI partnerships or proprietary data assets, affecting nearly all related software companies equally [1]. Group 2: Company Resilience and Long-term Outlook - Companies like Microsoft and CrowdStrike are highlighted as resilient players in the AI space, likely to benefit from AI-enhanced workflow efficiencies [5]. - The high switching costs and long-term contracts in enterprise software provide a buffer against short-term disruptions [5]. - The long-term fate of traditional software companies in the face of AI remains uncertain, but current market pessimism appears to be an overreaction [5]. Group 3: Analyst Perspectives - Analysts from Morgan Stanley believe that U.S. tech stocks still have room for further gains, and the decline in software stocks has created an attractive entry point [5]. - Wedbush analysts argue that the market's reaction to AI risks is excessive, suggesting that the current sell-off implies an extreme assumption of widespread AI disruption, which is not feasible [6]. - The caution of enterprise clients regarding AI migration is emphasized, as many are reluctant to expose core data to immature new platforms [6]. Group 4: AI Integration and Market Dynamics - The narrative that AI will replace entire enterprise software stacks is overly simplistic; the value density of enterprise software lies in proprietary data and compliance structures [8][9]. - AI is more likely to integrate as embedded tools within existing software platforms rather than completely replacing them [6][9]. - The current sell-off reflects a market response to the question of how much profit pools in SaaS will be redistributed due to AI [10]. Group 5: Future Indicators and Investment Strategy - The rebound in software stocks may depend on two hard indicators: the speed of real deployment and payment expansion by enterprises, and the elasticity of SaaS companies' AI-related product revenues [10]. - Companies with strong data assets and solid fundamentals, such as Microsoft, MongoDB, Snowflake, Palantir, and SAP, are likely to experience a robust rebound post-panic [10].

WowKatie Miller (@KatieMiller):A California judge last week ruled to consolidate 13 lawsuits against OpenAl involving ChatGPT users who killed themselves, attempted suicide, suffered mental breaks or, in at least one case, killed another person.A recent lawsuit, filed last month by the mother of a suicide ...

Core Points - The law firm Robbins Geller Rudman & Dowd LLP is announcing a class action lawsuit against CoreWeave, Inc. for alleged violations of the Securities Exchange Act of 1934 during the Class Period from March 28, 2025, to December 15, 2025 [1] - CoreWeave is accused of making misleading statements regarding its ability to meet customer demand and the risks associated with its reliance on a single third-party data center supplier [3] - The lawsuit highlights significant events, including a failed merger with Core Scientific and lowered revenue guidance due to delays from a third-party data center provider, which led to substantial stock price declines [4][5] Allegations - CoreWeave purportedly overstated its capacity to meet customer demand and downplayed the risks associated with its reliance on a single data center supplier [3] - The lawsuit claims that on October 30, 2025, Core Scientific announced it did not receive enough shareholder votes to approve its merger with CoreWeave, resulting in a termination of the agreement and a subsequent drop in CoreWeave's stock price by over 6% [4] - On November 10, 2025, CoreWeave lowered its revenue guidance, attributing it to delays from a third-party data center developer, which led to a further decline in stock price by more than 16% [5] Additional Information - On December 15, 2025, a Wall Street Journal article revealed that the delays in data center delivery were more severe than previously acknowledged, causing an additional 3.4% drop in CoreWeave's stock price [6] - The lead plaintiff process allows any investor who purchased CoreWeave securities during the Class Period to seek appointment as lead plaintiff in the class action lawsuit [7] - Robbins Geller is recognized as a leading firm in securities fraud litigation, having recovered over $916 million for investors in 2025 alone [9]

Core Viewpoint - The "Chinese solution" is more likely to lead in the AI industrialization era than ever before, driven by a long-term perspective [2][5]. Group 1: Market Dynamics and Model Evolution - 2025 is seen as the year of "demystifying" large models, as the focus shifts from mere parameter competition to practical industrial challenges [3]. - Major companies like OpenAI and Google are pivoting towards high-cost performance inference models for the enterprise market, indicating a shift in the competitive landscape [3]. - The model iteration cycle has drastically shortened from years to months or even weeks, creating an opportunity for China to "overtake" in AI [4]. Group 2: Practical Applications and Industry Integration - Large models are becoming "invisible" in product forms, reflecting the pragmatic approach of Chinese companies in industrial iterations [7]. - In the automotive sector, large models are driving intelligent driving evolution, acting as a "super base" behind the scenes [8]. - Chinese automakers, supported by companies like Alibaba Cloud, are achieving rapid industrialization of large models, exemplified by XPeng Motors' AI computing cluster [10]. Group 3: Efficiency and Cost-Effectiveness - The focus on efficiency and cost-effectiveness is reshaping the competitive landscape, with companies prioritizing practical applications over technical showmanship [16][18]. - The evolution of large model efficiency is crucial for future productivity, with Chinese AI emphasizing practical outcomes over theoretical benchmarks [21][23]. - The ability to process large volumes of data quickly is becoming a key differentiator in industries like finance and human resources [20]. Group 4: Open Source and Ecosystem Development - The open-source strategy adopted by Alibaba Cloud is a significant competitive advantage, fostering a collaborative ecosystem that enhances model evolution [26][28]. - The "Qwen Architecture" is emerging as a de facto standard in the global AI industry, with Chinese models influencing international development [28][29]. - The collaborative nature of the ecosystem allows for rapid innovation and adaptation, positioning Chinese AI as a leader in global industrialization [29].