I am extremely excited to welcome Dylan Scandinaro to OpenAI as our Head of Preparedness.Things are about to move quite fast and we will be working with extremely powerful models soon. This will require commensurate safeguards to ensure we can continue to deliver tremendous benefits.Dylan will lead our efforts to prepare for and mitigate these severe risks. He is by far the best candidate I have met, anywhere, for this role. He has his work cut out for him for sure, but I will sleep better tonight. I am loo ...

Core Insights - Advanced Micro Devices Inc. (AMD) reported fourth-quarter earnings that exceeded expectations, with a forecast for the first quarter of $9.8 billion in revenue, surpassing the consensus estimate of $9.38 billion [1][5] Financial Performance - Net income for the quarter climbed to $1.51 billion, or 92 cents per share, compared to $482 million, or 29 cents per share in the same period last year, reflecting a significant annual growth [2] - Overall revenue increased by 34% year-over-year, reaching $10.27 billion, which also exceeded the estimated $9.67 billion [2][5] Segment Performance - The data center segment generated $5.4 billion in sales, up 39% year-over-year, driven by growth in both central processors and AI GPUs [3] - The client and gaming segment rose 37% year-over-year to $3.9 billion, fueled by demand for Ryzen processors, which gained market share against Intel [4] - The embedded segment experienced slower growth, increasing by 3% year-over-year to $950 million [4] Market Position and Challenges - AMD is one of two major manufacturers of large graphics processors for artificial intelligence, although it holds a smaller market share compared to Nvidia [2] - The company reported $390 million in sales of its Instinct MI308 chips in China during the fourth quarter, amid concerns regarding U.S. export controls [5]

但近几个月来，奥尔特曼多次表示，OpenAI 的芯片储备无法满足 ChatGPT 等产品的市场需求，而算力 的提升将为公司带来更多营收。目前，OpenAI 已与超威半导体、博通、赛灵思等英伟达的竞争对手达 成芯片合作协议。 近期有报道称英伟达与 OpenAI 之间的关系日趋紧张，而英伟达首席执行官黄仁勋就此表示，公司对 OpenAI 的投资计划仍在 "按部就班推进"。 黄仁勋周二在接受美国消费者新闻与商业频道吉姆・克莱默采访时称："此事毫无波澜，所有事宜都在 按计划推进。" 本次专访的完整内容将于当日晚些时候在《疯狂金钱》节目中播出。 去年 9 月，黄仁勋与 OpenAI 首席执行官山姆・奥尔特曼共同现身，宣布双方签署合作意向书，英伟达 将分阶段向这家人工智能实验室投资至多 1000 亿美元。根据协议，OpenAI 将基于英伟达的技术搭建人 工智能基础设施，该设施的电力需求最高可达 10 吉瓦。 但英伟达去年 11 月向美国证券交易委员会提交的文件显示，这笔交易尚未最终敲定。此后数月，外界 愈发担忧这一合作公告不过是一纸通稿。上周末，有报道称，该笔交易已 "搁置"。 英伟达股价今日下跌超 3.4%，并带动科技 ...

By Arsheeya Bajwa and Stephen Nellis Feb 3 (Reuters) - Advanced Micro Devices on Tuesday forecast a slight decline in quarterly revenue, raising concerns about whether it can effectively challenge Nvidia in the booming AI market and sending its shares tumbling 8% ​in after-hours trade. The lacklustre prediction comes despite an unexpected boost from sales of certain artificial intelligence chips to China, which began ‌in the last quarter after the Trump administration approved a license for orders that A ...

What do you make of this of this combination. What does it do for you as a shareholder fundamentally for the company. >> We happen to be a shareholder in both SpaceX and XAI.So, um you know, I do think it's the right move long term. Um it it does cost a lot of money to uh build a data center in space, but uh because of the non-stop uh 24 hours energy from solar and uh the you can cool it cool these data centers much more efficiently in space. So about 3 to four year period you will get back that that that c ...

Core Points - The CoreWeave class action lawsuit involves allegations against CoreWeave, Inc. and its executives for violations of the Securities Exchange Act of 1934 during the Class Period from March 28, 2025, to December 15, 2025 [1] - The lawsuit claims that CoreWeave overstated its ability to meet customer demand and failed to disclose significant risks associated with its reliance on a single third-party data center supplier [3] - CoreWeave's stock price experienced significant declines following announcements related to merger agreements and lowered revenue guidance, indicating potential investor losses [4][5][6] Company Overview - CoreWeave is positioned as an AI cloud computing company and announced a deal worth up to $11.9 billion with OpenAI shortly before its IPO [2] - The company also aimed to acquire Core Scientific, a major player in digital infrastructure for high-performance computing, in an all-stock transaction [2] Allegations and Impact - The lawsuit alleges that CoreWeave's executives made misleading statements regarding the company's operational capabilities and the risks associated with its data center supplier [3] - Following the announcement of insufficient shareholder votes for the merger with Core Scientific, CoreWeave's stock fell by over 6% [4] - A subsequent announcement of lowered revenue guidance due to delays from a third-party data center provider led to a further decline of more than 16% in stock price [5] - Reports revealing greater-than-acknowledged delays in data center delivery resulted in an additional drop of 3.4% in CoreWeave's stock price [6]

Core Viewpoint - The U.S. government and a majority of states are appealing a federal court ruling that found Google has a monopoly in online search but did not impose strict remedies [1][2]. Group 1: Appeal Details - The appeal will likely challenge the judge's decision not to require Google to divest its Chrome browser or terminate its agreement with Apple for being the default search engine [2]. - Google is also appealing the ruling that it violated antitrust laws to suppress competition in online search and advertising [3]. Group 2: Court Ruling Insights - Judge Amit Mehta rejected more severe remedies, such as forcing Google to sell its Chrome browser or Android operating system, and allowing Google to continue its payments to Apple for default search engine status [4]. - The emergence of generative AI companies like OpenAI has been noted as a new competitive threat to Google since the case was filed [4]. Group 3: Implications for Antitrust Enforcement - The ruling represents a significant victory for Google and a setback for U.S. antitrust enforcers, highlighting judicial reluctance to intervene in rapidly evolving tech markets [5].

英伟达CEO黄仁勋否认与OpenAI关系紧张传闻，确认将参与OpenAI下轮融资并称其为"史上最大规模私募融资"。 2月3日周二，黄仁勋在接受CNBC Jim Cramer采访时明确表示公司投资OpenAI的计划仍在"按计划推进"，否认了近期有关 双方关系紧张的市场传闻。他强调： 完全没有争议，这些说法纯属无稽之谈......没有任何戏剧性，一切都在按计划推进......我们非常乐意与OpenAI合 作。 黄仁勋进一步确认，英伟达将参与OpenAI下一轮融资，他称这将是"史上最大规模的私募融资"。周一Altman在社交平台上 回应了有关公司与英伟达关系的议论： 去年9月，黄仁勋与OpenAI首席执行官Sam Altman共同宣布了一份意向书，英伟达计划分批向这家AI实验室投资最高1000亿 美元。根据协议，OpenAI将基于英伟达技术构建AI基础设施，电力需求可达10吉瓦。 但近几个月，Altman表示OpenAI没有足够的芯片来满足ChatGPT等产品的需求，若能获得更多算力可产生更多收入。 OpenAI与英伟达的竞争对手达成芯片交易，包括AMD、博通和Cerebras。这一系列动作引发了市场对双方关系的猜 ...

英伟达CEO黄仁勋表示，对OpenAI的投资计划仍"按部就班推进"。"此事完全不存在争议，相关说法纯 属无稽之谈，" 黄仁勋称，"我们十分乐意与OpenAI合作。"黄仁勋同时表示，英伟达将参与OpenAI的 下一轮融资。他称这轮融资将成为"历史上规模最大的私人融资"。他还补充道，英伟达会考虑参与 OpenAI未来的所有融资轮次，并希望参与OpenAI最终的首次公开募股。 ...

Microsoft (NasdaqGS:MSFT) 2026 Conference February 03, 2026 02:40 PM ET Company ParticipantsKevin Scott - CTOModeratorI don't think, Kevin, I've shared this story too many times, but you're probably the first person, it's seven years ago, I was asking you, like, "What do you think is coming down the pike?" And you just shook your head. I still remember this moment so distinctly, and you said, "Everything's gonna get turned so upside down with AI, and people have no idea." And that's because you were working ...