北京时间2月26日，美国AI头部公司Anthropic宣布收购视觉驱动计算机自动化AI初创公司Vercept ，补全 Computer Use功能的视觉短板。这是继2025年12月收购全栈工具链初创公司Bun后，Anthropic第二笔收 购案。 Computer Use是Anthropic为旗下大模型Claude打造的AI 直接操控电脑的核心能力，让Claude可以像人一 样"看屏幕、动鼠标、敲键盘、操作软件"，完成多步骤、跨应用的复杂任务，于2024年10月随Claude 3.5 Sonnet一同发布。 但由于模型早期在视觉理解精度、复杂界面识别、动态场景处理方面存在瓶颈，导致Computer Use操作 成功率低、任务易失败。而Vercept在高精度UI识别、空间推理、动态界面跟踪、低延迟视觉处理等方 面的积累，正好可以补齐上述短板。 据Anthropic官方披露，开发者正使用Claude来处理越来越复杂的工作，包括编写和运行整个仓库的代 码，综合数十个来源的研究，管理跨多个工具和团队的工作流程等。Computer Use能让Claude像人坐在 电脑前一样，在各种软件里实时操作，完成很多只靠代码搞不定 ...

重庆机电(02722)涨超7%，高见3.27港元，再创历史新高。截至发稿，涨6.56%，报3.25港元，成交额 2599.46万港元。 兴业证券此前发布研报称，重庆日立能源是日立全球750KV以上特高压变压器主要生产基地之一，受益 于海外高压电网建设；重庆康明斯为康明斯中国唯一的大缸径发动机企业，由于行业供应紧张，公司也 在积极扩充产能，数据中心和其他领域用大马力发动机预期未来几年还将持续增长。 消息面上，据报道，亚马逊、谷歌、Meta、微软、xAI、甲骨文和OpenAI等科技巨头将于3月4日齐聚白 宫，正式签署特朗普在国情咨文演讲中宣布的"电费缴纳者保护承诺"。根据该承诺，上述公司将为新建 AI数据中心自行建设、引入或采购电力供应，不再依赖现有公共电网，从而避免将能源成本转嫁给普 通美国家庭。 ...

消息面上，据报道，亚马逊、谷歌、Meta、微软、xAI、甲骨文和OpenAI等科技巨头将于3月4日齐聚白 宫，正式签署特朗普在国情咨文演讲中宣布的"电费缴纳者保护承诺"。根据该承诺，上述公司将为新建 AI数据中心自行建设、引入或采购电力供应，不再依赖现有公共电网，从而避免将能源成本转嫁给普 通美国家庭。 智通财经APP获悉，重庆机电(02722)涨超7%，高见3.27港元，再创历史新高。截至发稿，涨6.56%，报 3.25港元，成交额2599.46万港元。 兴业证券此前发布研报称，重庆日立能源是日立全球750KV以上特高压变压器主要生产基地之一，受益 于海外高压电网建设；重庆康明斯为康明斯中国唯一的大缸径发动机企业，由于行业供应紧张，公司也 在积极扩充产能，数据中心和其他领域用大马力发动机预期未来几年还将持续增长。 ...

英伟达业绩的持续超预期，本质是全球AI算力建设浪潮的缩影，在此背景下，具备全球竞争力的光模 块、服务器等环节企业将同步受益于国内外双轮驱动。 资料显示，创业板人工智能指数光模块龙头含量高，前三大成份股为中际旭创（26.62%）、新易盛 （19.35%）、天孚通信（5.05%），从历史表现来看，创业板人工智能弹性更强，近一年来创业板人工 智能涨超106%，显著跑赢同类科创AI（49.21%）及CS人工智能（55.31%）。 从产业分布的维度来看，创业板人工智能指数覆盖AI硬件、AI应用、AI软件等人工智能全产业链， 2025年归母净利润增速有望达127.36%，显著高于创业板指，行业景气度上行。 风险提示：基金有风险，投资需谨慎。 英伟达炸裂业绩带动算力板块上攻，创业板人工智能ETF招商（159243）涨超1.2%，成份股润泽科技涨 超10%，天孚通信涨超6%，汉得信息涨超5%。 美东时间2月25日，英伟达2025年财年第四财季业绩公布，数据全面超预期，堪称对"AI泡沫论"的最强 回击。营收达681亿美元，创历史新高，同比大增73%，核心业务数据中心贡献超九成，单季收入同样 创新高，同比增75%。盈利强劲，非G ...

OpenAI said Tuesday it has appointed Arvind KC as chief people officer, tapping the former Roblox Corp. executive to oversee hiring, orientation and employee development as the ChatGPT maker continues to expand. KC will report to Chief Strategy Officer Jason Kwon, according to an OpenAI spokesperson. The artificial intelligence startup is currently raising a funding round expected to bring in more than $100 billion, and has recently taken steps toward a public listing. KC’s hire follows turnover in the role ...

Key TakeawaysAmazon (AMZN) is negotiating a $50 billion investment in OpenAI, a deal reportedly contingent on AGI milestones and a Q4 2026 IPO timeline.The U.S. Dollar fell 0.4% against the Yen to 155.765 following a hawkish-leaning statement from Bank of Japan (BOJ) board member Hajime Takata.Eight members of the Cuban World Baseball Classic (WBC) delegation were denied U.S. visas, highlighting intensified diplomatic friction ahead of the March tournament.OpenAI’s valuation is projected to hit $850 billion ...

Group 1 - OpenAI has hired Ruoming Pang, a prominent AI researcher from Meta, who previously led Apple's models team [1] - The hiring of Ruoming Pang is part of OpenAI's strategy to enhance its research capabilities in artificial intelligence [1] - This move reflects the competitive landscape in the AI sector, where talent acquisition is crucial for innovation and development [1] Group 2 - Amazon's potential investment of up to $50 billion in OpenAI may hinge on the company's public offering or the achievement of artificial general intelligence (AGI) [1] - This investment strategy indicates Amazon's long-term commitment to the AI field and its interest in OpenAI's future developments [1] - The dependency on an IPO or AGI milestone highlights the significant expectations surrounding OpenAI's growth and technological advancements [1]

据报道，亚马逊对OpenAI的500亿美元投资可能取决于其首次公开募股（IPO）和通用人工智能 （AGI）情况。 （文章来源：第一财经） ...

Core Viewpoint - Nvidia's recent earnings report highlights its strong position in the AI sector, surpassing Wall Street expectations and indicating sustained momentum in the AI boom [1][2]. Group 1: Nvidia's Role in AI - Nvidia is positioning itself as the backbone of the AI industry, with significant partnerships, including a multibillion-dollar deal with OpenAI and collaborations with Meta [3][4]. - The company aims to ensure that all forms of AI, from large language models to robotics, are built on its platform, capitalizing on the new computing era [4]. Group 2: Future Developments - Nvidia is integrating Groq's low-latency AI inference technology into its architecture, with more details expected at the upcoming GTC conference [5][6]. - Early samples of the next-generation Vera Rubin chips have been shipped, with broader shipments anticipated in the second half of 2026, promising significant performance improvements over the current Blackwell model [8][9]. Group 3: Strategic Investments and Partnerships - Nvidia is close to finalizing a deal with OpenAI, part of a larger AI infrastructure initiative potentially worth $100 billion, aimed at strengthening the AI ecosystem [13][15]. - The company's strategy involves investing in AI firms like Anthropic and OpenAI to ensure that future software and hardware developments are built on Nvidia's platform [14].

Core Insights - Amazon plans to invest up to $50 billion in OpenAI, contingent on the AI developer either going public or achieving artificial general intelligence (AGI) [1] Group 1 - Amazon's investment strategy is closely tied to OpenAI's potential IPO or milestone achievements in AGI [1]