AI圈的"大戏"迎来终极反转！ 日前，英伟达与OpenAI的"千亿合作告吹"的传言喧嚣尘上。 据传，OpenAI被曝 "嫌弃" 英伟达AI芯片；英伟达内部则对OpenAI商业模式可持续性、竞争压力存疑。 双重传闻叠加，一度加剧了市场猜测与恐慌。 不过最新消息称，英伟达即将敲定200亿美元投资OpenAI的新协议，这笔投资虽较千亿意向大幅缩水， 却仍是英伟达有史以来最大单笔投资。 此前一天，OpenAI奥特曼已率先在社交平台主动示好，亲手按下风波缓和的按钮。 双方的合作本就是一场双向奔赴的"各取所需"： 随后，黄仁勋在采访中直接"辟谣"，直言千亿美元投资"一切正常、按部就班"，压根没所谓的停滞一 说。 这场双向表态，总算让合作风波按下暂停键。 不过后续走向，依旧牵动着全球AI行业的神经。 狂热过往 这场让全球AI圈沸腾的巨投纠葛，早在去年9月就拉开了序幕。 当时，黄仁勋与OpenAI CEO山姆·奥特曼同台亮相，高调官宣签署非约束性战略合作意向书。 双方计划联手部署至少10吉瓦算力的英伟达系统，投资规模最高冲到1000亿美元，同时由英伟达独家为 OpenAI供应数据中心芯片。 "芯片霸主+AI模型龙头"的强强联 ...

整理 | 美股研究社 "增长的斜率和速度可能会比人们想象的要慢，但是真实存在的，"Effron在佛罗里达州西棕榈 滩举行的《华尔街日报》Invest Live大会上表示。 英伟达CEO黄仁勋认为，当前在多国给电网带来压力的人工智能（AI）算力大规模布局，最终 将推动能源成本下降。黄仁勋称，为增加电力供应所做的相关投资，加之人工智能在能源生产 与配电环节的应用，将逐步助力降低能源成本。"这一趋势必然会到来，能源成本终将下降。" 黄仁勋说，"市场驱动力正迫使我们加大对能源供应的投入，能源供应能力提升，同时我们也 在推动电网的现代化升级。" 【辉瑞后疫情时代转型：AI驱动降本增效，每月一次减肥药数据点燃未来预期】 1、财务业绩： 2025年营收626亿美元（同比降2%），主要受新冠产品需求大幅萎缩影响。 但非新冠业务营收增长6%，显示出核心业务的韧性。 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【黄仁勋：AI产业布局终将降低能源成本】 2、重磅 ...

Core Insights - OpenAI plans to test ChatGPT advertising in the U.S. targeting free users and ChatGPT Plus subscribers, who represent 95% of total users but contribute little to revenue, indicating a survival strategy amid financial pressures [1] - The advertising cost for ChatGPT is set at $60 CPM, significantly higher than Meta's average of under $20 CPM, raising concerns about the feasibility of attracting brands to this untested advertising channel [1][2] - The advertising model aims to leverage real-time user data for targeted ads, but faces skepticism due to high costs and untested effectiveness, leading to a cautious approach from advertisers [4][5] Advertising Challenges - ChatGPT faces a similar challenge to early internet advertising, where convincing brands to shift budgets from traditional media to digital platforms was difficult, compounded by the current high stakes of AI advertising [2] - The platform's ability to provide personalized recommendations based on user interactions could enhance ad effectiveness, but requires extensive training data to avoid errors that could alienate users [4][5] - The current digital advertising landscape is saturated, with established channels still effective, making it harder for ChatGPT to prove its value to advertisers [6][7] Potential Advantages - ChatGPT's advertising model could transform traditional advertising by responding to explicit user needs rather than predicting them, potentially leading to higher conversion rates [9][11] - The integration of ads into user interactions could create a seamless experience, turning advertisements into useful information rather than interruptions [9][10] - OpenAI could develop a comprehensive ecosystem around advertising, enhancing its AI's capabilities through user feedback and data, but this requires significant investment from advertisers [10][12] Future Outlook - While ChatGPT's advertising model presents challenges, it also offers a unique opportunity to redefine advertising logic from attention-based to intent-based, focusing on solving user problems rather than merely capturing attention [11][12] - The success of this model hinges on overcoming existing hurdles and proving its effectiveness to advertisers, which may take time to validate [12]

Core Viewpoint - The acquisition of xAI by SpaceX, valued at $1.25 trillion, is seen as a strategic move to enhance Musk's portfolio and prepare for an upcoming IPO, despite skepticism regarding the merger's motivations and profitability [1][2][5]. Group 1: Company Strategy - SpaceX is positioning itself as a diversified investment vehicle, appealing to investors who may not be interested in Tesla or X, by offering opportunities in areas like orbital data centers and AI startups [4][5]. - The merger is viewed as a way to capitalize on the current AI investment trend, potentially outpacing competitors like OpenAI and Anthropic by being a first mover in the public market [6][8]. Group 2: Market Context - The timing of the merger is critical, as it aligns with SpaceX's preparations for a historic IPO, which could attract significant retail investor interest [5][6]. - Musk's narrative framing of the AI venture, likening it to his previous successes with Tesla and SpaceX, aims to create a compelling vision for the future of data centers in space [7][8].

过去一年中，美国科技大厂在印度的员工总数增长16%。 随着美国政府收紧签证政策，硅谷大厂正扩大在印度的招聘规模。 根据人力资源公司Xpheno Pvt的数据，过去一年中，美国科技大厂脸书、亚马逊、苹果、微软、奈飞和 谷歌在印度的员工总数增长16%，这是三年以来最大的增幅。 "净员工数增长得益于招聘活动的回归。"印度一家咨询公司的联合创始人卡伦斯（Kamal Karanth）分 析称，美国移民政策的变化，比如近期的H-1B签证费用调整，促使科技公司重新审视他们在印度的人 才招聘计划。 印度籍的科技行业从业者多持H-1B签证在美工作，但根据最新规定，若雇主在2025年9月21日之后为身 处境外的员工新申请H-1B签证，需要额外缴纳10万美元申请费，此前这一费用约为几千美元。 人才和市场 据开源社区GitHub去年发布的报告，到2030年，预计印度将新增超过3560万名开发者，以总数5750万超 越美国，成为全球开发者数量最多的国家。 除了开发者人才库外，印度亦作为增量市场被科技公司看中。据印度互联网与移动协会（IAMAI）1月 末发布的报告，印度目前拥有9.58亿活跃互联网用户，同比增长8%，其中超60%消费短视 ...

2025 was the year CoreWeave (NASDAQ: CRWV) locked in demand for its data centers. Revenue surged, multiyear contracts piled up, and the company emerged as a critical supplier of artificial intelligence (AI) computing power to customers such as OpenAI and Meta Platforms. But 2026 will be a different test. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » At this point, investors no long ...

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 ...