Group 1 - SoftBank Group is reportedly considering increasing its investment in OpenAI by $30 billion, which would raise its stake from 11% to become one of OpenAI's largest backers [2][3] - The potential investment follows SoftBank's previous commitment of $22.5 billion made in December, which brought its total stake in OpenAI to 11% [3][5] - OpenAI is seeking to raise up to $100 billion in a funding round, with major companies like Amazon, Microsoft, and Nvidia in discussions to participate [4] Group 2 - SoftBank's total investment commitment to OpenAI has reached $40 billion, with the latest payment being between $22 billion and $22.5 billion [5][6] - The funding is intended to support OpenAI's AI infrastructure, particularly the Stargate joint venture with Oracle and SoftBank [6] - SoftBank's Chairman and CEO Masayoshi Son expressed alignment with OpenAI's vision for artificial general intelligence (AGI) to benefit humanity [7]

Group 1 - Over a trillion dollars have been wiped out from big tech market caps in the last week, as major hyperscalers announced plans to spend over $600 billion in capital expenditures this year [1] - There is a contradiction in the AI trade, where software stocks are declining despite the significant investments being made by mega-cap companies to develop AI technologies [2][6] - Meta is highlighted as a key example, spending 50% of its revenue on AI infrastructure, while Amazon spends only half of that despite having a large cloud business [3] Group 2 - Meta's top-line growth has accelerated, but its capital expenditures relative to revenue are increasing at a faster rate, leading to a decline in operating margins from 48% to 41% year-over-year [3] - Free cash flow for Meta fell by 15% last year, and projected spending this year could reduce it by half or more [4] - OpenAI is preparing for a potential trillion-dollar IPO, and Anthropic is reportedly in early talks to go public, which will provide clearer financial metrics for the AI sector [5] Group 3 - Amazon's AWS is experiencing its fastest growth in three years, with a backlog growing at 38%, yet the company is facing stock price declines [6] - The current market environment is characterized by uncertainty, with macroeconomic factors potentially overshadowing company-specific developments [7] - The rapid advancements in AI technology are creating a challenging landscape for predicting which companies will thrive or be disrupted [8][9]

More than a trillion dollars wiped out from big tech market caps in just the last week as those four large hyperscalers announced they expect to spend more than $600 billion in capex this year. Our DOSA has more on that in today's tech. Happy Friday Dean. >> Hey, happy Friday morning Carl.So this really gets at a contradiction right now at the heart of the AI trade. software stocks, they're in freef fall. And the logic here is that well, AI works so well, it's going to eat these companies alive.Yet, the oth ...

In September, Nvidia (NVDA) made headlines when it announced intentions to invest up to $100 billion in OpenAI, the maker of ChatGPT, as part of a deal that would see OpenAI build at least 10 gigawatts of AI data centers with Nvidia systems. But now there’s a new report that has people’s attention—according to Bloomberg, Nvidia and OpenAI are nearing a deal for a $20 billion investment—not $100 billion—that's close to being completed. Suddenly, there are numerous headlines in the media that the previous O ...

>> THERE IS A SENTIMENT OVERHANG. >> WE ARE COMING TO A POINT IN THE AI TRANSFORMATION WHERE DISPERSION IS MUCH GREATER. >> THE AI BOOM IS COMING. >> ROTATION IS THE NUTRIENT.>> INVESTORS ARE INCREASINGLY WONDERING WHICH NARRATIVE DO WE WANT TO PICK. >> THIS IS "BLOOMBERG SURVEILLANCE" WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN. JONATHAN: LIVE FROM NEW YORK CITY THIS MORNING, GOOD MORNING, GOOD MORNING.FOR OUR AUDIENCE WORLDWIDE, "BLOOMBERG SURVEILLANCE" STARTS RIGHT NOW. COMING INTO FRIDAY ...

The Super Bowl. We know this is more than a game. For many viewers, it's about the commercials that are costing up to $10 million for 30 seconds.Uh this year, there will be a faceoff between two AI names, OpenAI and Anthropic. Joining us now, Marcus Collins, marketing professor at the University of Michigan's Ross School of Business and author of For the Culture. We've come a long way, Marcus. Come a long way.Used to be Coke and Pepsi, didn't it. Used to be Coke and Pepsi. Uh, now now it's Isn't that incred ...

Core Insights - Voice is emerging as the next major interface for AI, moving beyond text and screens to become the primary way people interact with machines [2] - ElevenLabs has recently completed a $500 million funding round, achieving a valuation of $11 billion, reflecting growing recognition of voice technology in the AI industry [2] - Major companies like OpenAI and Google are focusing on voice as a core element of next-generation models, while Apple is quietly building voice-related always-on technology through acquisitions [2] Group 1 - ElevenLabs' voice models have advanced beyond simple human voice simulation to incorporate emotional tone and reasoning capabilities, enhancing human-machine interaction [2] - The shift towards intelligent voice systems will reduce the need for explicit user commands, relying instead on continuous memory and context to create a more natural interaction experience [3] - The deployment of voice models is evolving towards a hybrid approach of cloud and device processing, supporting new hardware like headphones and wearables, making voice a continuous companion [3] Group 2 - ElevenLabs is collaborating with Meta to integrate its voice technology into products like Instagram and Horizon Worlds, and is open to working on Meta's Ray-Ban smart glasses [4] - The increasing integration of voice technology into everyday hardware raises significant concerns regarding privacy, surveillance, and the potential misuse of personal data [5]

I feel like when I'm using quad code, it's like, oh, I feel like I'm flying through the code. >> When it's in your CLI, this thing can debug nested delayed jobs like five levels in and figure out what the bug was and then write a test for it and it never happens again. This is insane. I think everyone who's experimenting with this stuff on like a hobbyist level or at like a very small startup, they're just pushing the coding agents as far as they can go because it's like you don't really have time to figure ...

"AI时代，IT团队真的成了"绊脚石"？ "企业还需要CIO吗？" 这不是一场单单讲"落地案例"的技术年会，更不是一场"生态互捧"的媒体秀，而是一顿寒风中的思想盛宴。 在湘湖的闭门会场上，一个共识正在浮现：AI肯定确定无疑的趋势，但在具体的方向上"有没有押对"，这是一个关键的问题。 过去一年，从ChatGPT到DeepSeek、千问，再到各类垂直领域Agent，技术演进之快，超出大多数企业的适应速度。而令管理者真正焦虑的，是"我们会不 会错过这趟列车"，或者是不是"下错注"了？ 那应该如何看清市场的方向呢，有没有什么可以衡量的标准？ "未来，企业是不是根本不需要IT团队了？" 这两年，越来越多CEO、创业者开始抛出这样的问题。在生成式AI席卷一切的时代，IT部门常被视为"行动迟缓、不懂业务、做不到AI落地"的代名词。 而"AI原生公司"的神话不断强化这种认知：更少的人、更少的中后台，却跑得更快、成本更低。 在这场技术洪流中，CTO、CIO、CDO的角色，似乎正变得尴尬。当老板们讨论"谁应该成为企业AI战略的主导者"时，答案往往是：业务部门、产品团 队，甚至——外部创业者。 但就在1月的湘湖畔，一场被称为"中国 ...

The backlash over OpenAI’s decision to retire GPT-4o shows how dangerous AI companions can be https://t.co/Rf2qxUZPFW ...