Market Analysis by covering: Palantir Technologies Inc. Read 's Market Analysis on Investing.com ...

This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Tuesday. I did my workout studio's Hyrox-themed class yesterday, which not only left me sore but also with a better understanding of what all the hype in the fitness business is about.S&P 500 futures ticked higher this morning. The stock market is coming off a winning day.Here are five key things investors need to know to start the trading day:1. Take-off preparationsElon Musk attends the 56th annual Worl ...

IT之家 2 月 3 日消息，OpenAI 首席执行官萨姆・奥尔特曼（Sam Altman）今日在 X 平台（前身为推 特）发文称："我们喜欢与英伟达合作，他们生产世界上最好的人工智能芯片。我们希望长期成为他们 的大客户。我实在搞不懂这些毫无根据的疯狂传言是从哪里来的。" 奥尔特曼此番表态前，路透社曾报道称这家由微软投资 支持的 ChatGPT 开发商，正在寻求英伟达人工智能芯片 的替代方案；另有《华尔街日报》消息称，英伟达计划 向 OpenAI 投资 1000 亿美元的方案已陷入停滞。 IT之家注意到，去年 9 月，英伟达表示计划向 OpenAI 注资高达 1000 亿美元，作为交易的一部分，这家芯片制 造商将获得这家初创公司的股份，而 OpenAI 则将获得 购买先进芯片所需的资金。路透社报道，这笔交易原本 预计在几周内完成。但实际上，谈判已经拖延了数月。 在此期间，OpenAI 与 AMD 达成了多项协议。 上周六，英伟达首席执行官黄仁勋对有关其与 OpenAI 关系紧张的报道予以驳斥，称这种说法是"无稽之谈"，并表示英伟达计划对 OpenAI 进行大规模投资。 IT之家 2 月 3 日消息，OpenA ...

智通财经APP获悉，据知情人士透露，OpenAI对英伟达(NVDA.US)旗下多款最新AI芯片的表现感到不 满，且自去年起便开始寻求替代方案。 报道指出，OpenAI的这一战略调整，核心原因是公司对AI推理环节专用芯片的重视程度持续提升。目 前英伟达在大模型训练芯片领域仍占据绝对主导地位，但AI推理芯片已成为行业竞争的全新主战场。 AI推理，指的是经训练后的AI模型，运用习得的知识分析全新的未标注数据，进而完成预测、决策或 生成输出结果的过程。 针对相关报道，OpenAI首席执行官奥尔特曼在X平台发文回应称："我们十分乐意与英伟达合作，他们 打造了全球最顶尖的AI芯片。我们希望在未来很长一段时间里，都能成为英伟达的核心大客户。我实 在无法理解这些疯狂的说法是从哪里来的。" 英伟达发言人也在一份邮件声明中表示："客户始终选择英伟达的推理芯片，因为我们能在规模化部署 中，提供最佳的性能表现和总拥有成本优势。" 报道强调，OpenAI等企业在推理芯片市场寻找替代方案的举动，是对英伟达AI芯片霸主地位的一次考 验，而这一情况发生时，双方正处于投资合作的洽谈阶段。 2025年9月，英伟达曾宣布计划向微软(MSFT.US ...

Market Overview - The AI trade has become overcrowded, with only Google and Nvidia outperforming the S&P 500 index in 2025, indicating a challenging environment for investors seeking alpha stocks in 2026 [1] - Goldman Sachs suggests that diversification may yield better risk-adjusted returns in 2026, recommending a focus on emerging markets and a mix of growth and value stocks across sectors [2] Investment Trends - Large companies, particularly AI "hyperscalers" like Meta, Amazon, Alphabet, Microsoft, and Oracle, invested over $400 billion in capital expenditures in 2025, significantly exceeding previous forecasts by nearly $150 billion [3] - These companies are expected to continue facing challenges due to the weight of their investments, which may create opportunities in other sectors [4] Stock Recommendations - SiTime Corporation (NASDAQ:SITM) has a potential upside of 5.96% with 35 hedge fund holders, and recent price target increases from UBS and Barclays suggest strong growth prospects driven by AI ventures [7][8] - Krystal Biotech, Inc. (NASDAQ:KRYS) shows a potential upside of 10.5% with 26 hedge fund holders, and multiple analysts have raised their price targets, indicating confidence in the company's growth through its registrational programs and existing product pipeline [11][13][15]

Core Insights - Nvidia announced a new 3D generalist model, 3D-GENERALIST, which aims to revolutionize the construction of 3D worlds by using AI-generated synthetic data to significantly reduce the costs associated with visual model pre-training [1][12] - The model integrates four core elements of 3D environment generation—layout, material, lighting, and assets—into a unified decision-making framework, enhancing the efficiency and physical realism of complex 3D scene construction [1][46] Group 1: Current Challenges - Existing technologies primarily focus on single aspects of 3D generation, such as layout or texture synthesis, making it difficult to achieve collaborative optimization across all elements [13] - Current generated scenes lack separable and operable objects, limiting their applicability in tasks requiring precise annotations or robotic interaction simulations [13] Group 2: Research Methodology - The research team expanded the role of a "designer" into a "team of architects," breaking down the construction process into specialized tasks [14] - A three-step "scene strategy" was introduced, utilizing a panoramic diffusion model to generate guiding images, followed by structural extraction and programmatic generation of 3D rooms [16] Group 3: Key Technologies - The model employs a self-improvement mechanism that generates multiple candidate action sequences, selecting the optimal one based on CLIP scores for further fine-tuning [20] - A domain-specific language was established to standardize action command formats, ensuring compatibility with tool APIs [23] Group 4: Performance Validation - 3D-GENERALIST achieved a collision-free score of 99.0 and an overall physical semantic alignment score of 67.9, surpassing baseline methods [24][25] - The model's CLIP score reached 0.275 after three rounds of fine-tuning, significantly higher than versions without fine-tuning [27] Group 5: Research Team - The paper features eight Chinese authors, including notable figures from Stanford University and Tsinghua University, highlighting a strong academic background in AI and computer science [2][30][39] Group 6: Conclusion - 3D-GENERALIST integrates various modeling aspects into a cohesive decision-making sequence, demonstrating the feasibility of high-quality synthetic data as a scalable alternative to manual annotation, potentially lowering the cost barriers for downstream visual and robotic model training [46]

对于这轮千亿美元级融资情况，记者结合公开信息整理如下：英伟达已确认参与且为最大单笔投资；微 软/软银为既有核心伙伴，目前在洽谈中；亚马逊/中东主权基金正在深度谈判；甲骨文、谷歌、淡马锡/ 新加坡主权基金则处于传闻阶段。 回顾2026年以来黄仁勋的行程和言论（即从年初的CES 2026到达沃斯世界经济论坛，再到中国内地之 行等），记者注意到，他有在推广英伟达的AI"五层蛋糕"概念，这一概念在CES 2026期间首次被提 及。 等到2026年的达沃斯世界经济论坛 （World Economic Forum） ，在与贝莱德集团 （BlackRock）首席执 行官Larry Fink的对谈中，黄仁勋系统地将AI描述为"五层蛋糕"，而不是单一技术，涵盖能源、芯片和 计算基础设施、云数据中心、AI 模型以及最终的应用层。 "从产业角度理解这一点非常重要：AI本质上是一个五层蛋糕。最底层是能源，因为AI是实时处理并实 时生成智能的，它需要能源来做到这一点。能源是第一层。第二层是我们所在的层，即芯片——芯片和 2月1日，在连续多年春节前的"固定打卡"——中国内地之行后，现身台积电先进制程工厂的英伟达创始 人兼CEO黄仁勋回应 ...

Core View - Nvidia's holdings in certain stocks showed positive performance in pre-market trading, indicating potential investor confidence in these companies [2] Company Performance - CoreWeave stock increased by 2.6% [2] - Nebius stock rose by 2.8% [2] - Applied Digital stock experienced a 2.9% increase [2]

Core Insights - The artificial intelligence narrative is becoming more intense due to concerns raised by OpenAI regarding the quality of Nvidia's microchips [1] Group 1: Company Concerns - OpenAI has expressed worries about the performance and reliability of Nvidia's microchips, which are critical for AI applications [1] - This concern follows a public appearance by Nvidia's CEO Jensen Huang, indicating potential issues in the supply chain or product quality [1]

Core Insights - Nvidia and OpenAI are attempting to navigate a complex relationship, with recent reports of a breach being viewed with skepticism [1] Company and Industry Summary - Nvidia is actively working to maintain a balanced partnership with OpenAI amidst challenges [1] - The relationship dynamics between Nvidia and OpenAI are under scrutiny, particularly in light of potential security concerns [1]