值得一提的是，沃尔玛十分重视电商业务。过去5年间，其在线市场商品扩展至超5亿种，推出1小时送 达服务，创建与亚马逊Prime竞争的Walmart+会员计划，并打造价值40亿美元的广告业务。截至2025年 10月31日的3个月内，受在线订单和广告业务推动，其美国电商业务销售额增长28%。 更为关键的是，沃尔玛抢占先机大力投资人工智能(AI)，投入数十亿美元用于供应链自动化，以提升生 鲜品质、加快配送速度，并优化库存预测和搜索功能。伦敦证券交易所估算，该公司已连续15个季度超 出美国同店销售预期。投资者对其AI布局的乐观情绪进一步推高股价。 美国谷歌公司上月说，将与沃尔玛等大型零售商合作，扩展其"双子座"AI模型的购物功能。去年10月， 开放人工智能研究中心(OpenAI)与沃尔玛宣布类似合作，称将允许ChatGPT用户通过"即时结账"功能购 买沃尔玛网站上除生鲜外的大部分商品。 去年年底，沃尔玛决定将股票从纽约证券交易所转至科技股占比较高的纳斯达克，以强化其向数字化企 业转型的定位。沃尔玛新任首席执行官约翰·弗纳一直是公司AI投资的坚定支持者。（完）（新华社专 特稿） 拥抱AI 沃尔玛市值突破1万亿美元 卜晓明 ...

Alphabet Inc. is plotting to dramatically expand its presence in India, with the possibility of taking millions of square feet in new office space in Bangalore, India's tech hub.Google's parent company has leased one office tower and purchased options on two others in Alembic City, a development in the Whitefield tech corridor, totalling 2.4 million square feet, according to people familiar with the deal. The first tower is expected to open to employees in the coming months, while construction on the remain ...

Core Insights - OpenAI is experiencing a significant executive turnover, with key figures such as Jerry Tworek and Andrea Vallone leaving the company, raising concerns about internal stability and strategic direction [1][3][10] Group 1: Executive Departures - The recent departures include high-ranking officials who have been instrumental in OpenAI's development, indicating a potential crisis within the organization [1][7] - Jerry Tworek, a prominent figure in OpenAI, cited a desire to explore research areas that are difficult to pursue within the company as a reason for his departure [7][8] - Andrea Vallone mentioned being assigned an "impossible task" related to user mental health, which contributed to her decision to leave [9][10] Group 2: Strategic Shift - Reports suggest that OpenAI is shifting its focus from foundational research to more commercially viable projects, leading to dissatisfaction among researchers [3][10] - Mark Chen, a current executive, refuted claims that foundational research is being neglected, asserting that it remains a core focus of the company [3][13] - The internal conflict appears to stem from differing priorities between those advocating for research and those prioritizing commercial success [13] Group 3: Resource Allocation and Challenges - OpenAI is facing resource constraints, particularly in computational power, which is forcing the company to concentrate its efforts on ChatGPT and related projects [14][16] - The company has reportedly halted many non-LLM projects and restructured its workforce to focus on immediate revenue-generating activities [10][11] - OpenAI's reliance on computational resources is critical, as indicated by their scaling law, which suggests that increased computational investment leads to greater revenue [16][18] Group 4: Competitive Landscape - OpenAI is under pressure from competitors like Google, which is developing advanced models such as Gemini 3 Pro, adding to the internal and external challenges the company faces [18] - Concerns about the sustainability of OpenAI's user base and product offerings have emerged, particularly with rumors of the potential phasing out of GPT-4o [18]

这场对话的双方，一位是特斯拉前AI总监、OpenAI创始成员 Andrej Karpathy，他是「Software 2.0」概念的提出者，一直站在编程范式转移的最前沿； 另一位是 Claude Code 的缔造者、Anthropic 的核心人物 Boris Cherny，他正在亲手打造终结传统编程的工具。 他们的讨论不仅仅是关于工具的迭代，更像是一场关于人类技能边界的哲学思辨。 当代码不再由人类一个个字符敲击而出，我们究竟是在进化，还是在退化？ 这场对话揭示了一个残酷而兴奋的事实： 我们正处于从「命令式编程」向「声明式意图」彻底转型的奇点。 Andrej Karpathy与Claude Code负责人Boris Cherny展开了一场关于编程未来的终极对谈。面对AI接管100%代码编写的现状，Karpathy坦言人类正处于 「脑萎缩」与能力进化的十字路口。 本文深度解析了从Software 2.0到Agentic Coding的范式转移，揭示了在Opus 4.5等强力模型加持下，程序员如何从「搬砖工」进化为「指挥官」，以及不 仅要面对效率的飞跃，更要警惕「垃圾代码末日」的隐忧。 2026年的开篇，科技圈被一 ...

来源：环球网 【环球网科技综合报道】2月4日消息，据can援引彭博社和CNBC报道称，彭英伟达首席执行官黄仁勋 （Jensen Huang）于日前表示，该公司正积极考虑参与人工智能初创企业 OpenAI 的最新一轮私募融 资，并计划在其未来首次公开募股（IPO）中进行投资。 黄仁勋称："我们将投资下一轮融资"，并称这轮融资有望成为"历史上规模最大的私募融资"。他强调， 尽管此前有报道称双方合作遇阻，但英伟达对 OpenAI 的投资计划仍在推进中，并否认了有关其对 OpenAI 不满的猜测。 据彭博社援引知情人士消息，英伟达已接近完成一笔高达200亿美元的投资，作为 OpenAI 最新一轮融 资的重要组成部分。该交易目前尚未最终敲定，条款仍可能调整。此外，路透社早前报道称，OpenAI 正寻求筹集高达1000亿美元资金，投后估值或达8300亿美元。 值得注意的是，英伟达与 OpenAI 的关系近期出现微妙变化。路透社周一披露，OpenAI 对英伟达部分 最新人工智能芯片的性能表现并不满意，自2025年以来已开始评估替代方案。这一动向可能为两家在 AI热潮中占据核心地位的公司带来合作上的复杂性。 尽管如此，英伟达 ...

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智东西2月4日报道，今日，据彭博社消息，英伟达正接近完成一项高达200亿美元（约合人民币1387.5 亿元）的投资协议，参与OpenAI最新一轮融资，这将成为英伟达有史以来最大的一笔投资。 OpenAI此次融资轮的总目标为1000亿美元（约合人民币6937.5亿元），除英伟达外，亚马逊和软银集团 也在洽谈巨额投资。 其中，亚马逊计划投资最高达500亿美元（约合人民币3468.75亿元），软银则考虑投入300亿美元（约 合人民币2081.25亿元）。 此轮融资将使OpenAI估值达到约8300亿美元（约合人民币5.75万亿元）。 在外界围绕英伟达与OpenAI关系出现多重猜测之际，英伟达创始人兼CEO黄仁勋近日在中国台北公开 回应称，英伟达肯定会参与OpenAI下一轮融资，并称这"可能是我们历史上最大的一笔投资"。 目前该协议尚未最终敲定，条款仍可能发生变动，OpenAI与英伟达均拒绝对此置评。 01 OpenAI募资千亿美元，英伟达创下史上最大手笔 OpenAI正寻求的新一轮融资，已经成为AI行业迄今最大规模的融资事件。这笔巨额融资正吸引亚马 逊、软银、英伟达多家全球科技巨头的积极参与。 其中，亚马逊曾讨论最 ...

Semiconductor startup Positron has secured $230 million in Series B funding, TechCrunch has exclusively learned. The outfit plans to use the capital to speed up deployment of its high-speed memory chips, a critical component for the chips used for AI workloads, sources familiar with the matter told TechCrunch. The round, which brought Positron to a $1 billion valuation, was co-led by Arena Private Wealth, Jump Trading, and Unless, with strategic investment from Qatar Investment Authority (QIA), the cou ...

Core Viewpoint - Merge Labs is pioneering a non-invasive brain-computer interface (BCI) technology using ultrasound to read brain activity and treat mental disorders, contrasting with invasive methods like those used by Neuralink [2][6]. Group 1: Company Overview - Merge Labs, supported by OpenAI, completed a $252 million seed funding round in January 2026, with investors including OpenAI, Bain Capital, and Gabe Newell [2]. - The company aims to develop a BCI that interacts with a significantly larger number of neurons with less invasiveness compared to existing technologies [6]. Group 2: Technology Comparison - The BCI landscape is divided into two camps: Neuralink's invasive electrode implantation and Merge Labs' non-invasive ultrasound technology [6]. - Merge Labs' ultrasound technology can image and modulate large brain areas by sending high-frequency sound waves, avoiding the risks associated with surgical procedures [6]. Group 3: Ultrasound Technology Mechanism - The ultrasound technology works by emitting high-frequency sound pulses and measuring the echoes that return from different tissue types, allowing for the detection of blood flow changes related to neuronal activity [8]. - The technology can measure blood flow changes in brain regions as small as 100 micrometers, enabling the monitoring of small groups of neurons [8]. Group 4: Genetic Engineering Integration - Merge Labs is exploring the combination of ultrasound with sonogenetics, a gene engineering technique that makes specific brain cells responsive to sound waves, enhancing signal detection and control [10]. - This innovative approach aims to improve the precision of signal reading while significantly reducing invasiveness [10]. Group 5: Scientific Basis and Challenges - Despite its potential, the ultrasound BCI technology is still in its early stages and faces significant scientific and technical challenges, including high costs and hardware miniaturization [12]. - Initial focus will be on medical applications to assist patients with neural damage or diseases, with long-term goals of enhancing human capabilities through safe and convenient technology [12]. Group 6: Future of Human-Machine Interaction - OpenAI's CEO has expressed concerns about invasive methods and advocates for safer alternatives that allow users to interact with AI tools through thought [14]. - Merge Labs aims to blur the lines between humans and AI, representing a new frontier in human-machine integration [14].

在Parmy Olson看来，AI行业早已对天量押注"麻木"，因此黄仁勋对承诺的谨慎格外值得关注。《华尔 街日报》提到，黄仁勋不仅强调投资不具约束力，还私下质疑OpenAI的经营与执行纪律，这为OpenAI 的融资叙事与合作伙伴信心投下变量。 对投资者而言，这种表态意味着两层信号：其一，围绕OpenAI的资本与算力规划可能仍在快速调整； 其二，即便是最核心的产业伙伴之一，也在重新评估风险敞口与回报路径。 英伟达、OpenAI与微软构成的AI合作链条，正因"执行力"与"经营纪律"的分歧出现松动迹象。 周三，彭博社科技作家Parmy Olson在最新专栏文章中表示，黄仁勋对OpenAI的犹豫不仅是单笔投资的 风向变化，更像是在提醒微软，独占模型与知识产权并不自动转化为产品胜势，市场竞争正在从"谁的 模型更强"转向"谁更会落地"。 Nvidia首席执行官黄仁勋近期向业内人士表示，他此前宣布对OpenAI的1000亿美元投资"并不具约束 力"，并私下批评OpenAI缺乏商业纪律。黄仁勋否认自己对OpenAI不满，并在上周六对记者表示"我们 会投入大量资金"，但他同时选择为承诺留出余地。 Parmy Olson认为，这 ...