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Nvidia nears deal to invest $20 billion in OpenAI funding round, Bloomberg News reports
Reuters· 2026-02-03 23:31
Nvidia is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round, Bloomberg News reported citing people familiar with the matter. ...
中银晨会聚焦-20260204-20260204
Group 1: Computer Industry Insights - The merger of SpaceX and xAI aims to integrate space and AI businesses, with plans for an IPO before June 2026 [8] - Meta plans to significantly increase its capital expenditure to $115-135 billion in 2026, nearly doubling its 2025 spending, to support AI infrastructure and core business growth [9][10] - Nvidia, Amazon, and Microsoft are negotiating to invest up to $60 billion in OpenAI, with SoftBank considering an additional $30 billion investment [10] Group 2: Real Estate Industry Insights - New home transaction area saw a significant increase, with a 15.9% month-on-month rise and a 240.1% year-on-year increase, attributed to the previous year's Spring Festival [14] - Second-hand home transaction area decreased by 5.6% month-on-month but increased by 793.2% year-on-year, indicating a shift in market dynamics [14] - The inventory of new homes increased by 0.2% month-on-month but decreased by 5.9% year-on-year, with a de-stocking cycle of 17.6 months [15] Group 3: Investment Recommendations - The report suggests focusing on companies related to space computing, such as Jiayuan Technology and Shanghai Huanxun, due to the anticipated growth from the SpaceX and xAI merger [11] - In the real estate sector, it is recommended to pay attention to firms with stable fundamentals in core cities, such as China Resources Land and China Merchants Shekou, as well as smaller firms that have shown significant breakthroughs in sales and land acquisition [18]
黄仁勋:英伟达将考虑参与OpenAI 下一轮募资和IPO
Jing Ji Ri Bao· 2026-02-03 23:28
人工智能(AI)芯片巨头英伟达(NVIDIA)执行长黄仁勋今天接受美国财经媒体CNBC专访表示,英 伟达将考虑参与OpenAI下一轮募资和首次公开募股(IPO)。 黄仁勋告诉CNBC,近期有报导指称英伟达对OpenAI投资计划停滞,但英伟达对后者的投资案仍按原定 计划进行。 英伟达去年9月宣布计划对聊天机器人ChatGPT开发商OpenAI投资多达1000亿美元。 黄仁勋对节目主持人克芮麦(Jim Cramer)说:「我们将参与下一轮募资,这一点无庸置疑。一切按计 划进行,没有任何问题。」 路透社本周稍早披露,OpenAI对英伟达最新一代AI芯片不甚满意,去年起开始寻求替代方案,可能使 这两家在AI热潮中最受瞩目企业的关系更加复杂。 OpenAI执行长阿特曼(Sam Altman)在社群平台X发文澄清说,英伟达生产「世界上最好的AI芯 片」,OpenAI希望长期成为其「巨大客户」。 ...
英伟达接近达成一份协议,将在本轮投资中对OpenAI出资200亿美元。(彭博)
Hua Er Jie Jian Wen· 2026-02-03 23:21
市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 英伟达接近达成一份协议,将在本轮投资中对OpenAI出资200亿美元。(彭博) 风险提示及免责条款 ...
Nvidia Nears Deal to Invest $20 Billion in OpenAI Round
Yahoo Finance· 2026-02-03 23:18
Nvidia Corp. is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round, according to people familiar with the matter, marking the chipmaker’s single biggest investment in the ChatGPT developer. Nvidia’s contribution is close to being completed, according to the people, who spoke on condition of anonymity because the information is not public. The deal is not final and the terms could change. Most Read from Bloomberg OpenAI declined to comment. Nvidia declined to comment. Op ...
我让ChatGPT帮我制定一个顶级的新年计划,结果是这样的
3 6 Ke· 2026-02-03 23:17
Core Insights - The article discusses the potential of using AI, specifically ChatGPT, to create more effective New Year's resolutions by leveraging its memory function to personalize suggestions based on user interactions [4][5][9]. Group 1: Memory Function of ChatGPT - ChatGPT has a memory function that records user interactions, allowing it to understand user preferences and behaviors more deeply [4]. - This memory function is considered a significant breakthrough by OpenAI, with ongoing enhancements planned for 2026 [4]. - Users can manage their personal information stored by ChatGPT through the interface, allowing them to review and delete sensitive data if desired [7][14]. Group 2: Personalized Goal Setting - ChatGPT can generate highly specific and actionable New Year's resolutions by analyzing past conversations and user data [9][10]. - The AI provides tailored suggestions across various life aspects, including work, health, and personal development, demonstrating a deep understanding of the user's context [10][12]. - The specificity of the goals suggested by ChatGPT contrasts with typical vague resolutions, emphasizing measurable outcomes and actionable plans [13]. Group 3: Privacy Concerns - The extensive detail in ChatGPT's memory raises privacy concerns, as it retains sensitive information that users may not wish to be stored [14]. - OpenAI offers mechanisms for users to clear or manage their memory, but the accumulation of personal data remains a critical issue as AI technology evolves [15].
X @Bloomberg
Bloomberg· 2026-02-03 23:16
In December, OpenAI made headlines when it listed a job for a “head of preparedness” with an base pay range of as much as $555,000 a year. Now, CEO Sam Altman announced that the job has been filled — by a staffer from rival Anthropic. https://t.co/weE8PvZG0v ...
Bitcoin’s wild Tuesday: From a 14-month low to a sharp rally triggers $740 million in liquidations
Yahoo Finance· 2026-02-03 23:14
Bitcoin (BTC) whiplashed on Tuesday, plunging to a 14-month low before rallying back above $76,000 as tech-sector turmoil sent markets spinning. The largest cryptocurrency dropped to $72,900 during the early U.S. session — its weakest level since November 2024, when Donald Trump was elected. Then BTC has since rebounded 5% off the lows, climbing back to $76,800, before the advance faded again. Ethereum's ether (ETH) bounced 10% from session lows to above $2,300 before giving back some of the gains, accord ...
X @Tesla Owners Silicon Valley
This you ?“I have no equity in OpenAI – I'm doing this because I love it.”Sam AltmanI still don’t get how Open AI went from non profit to for maximum profit. https://t.co/Fx605Qct6aSam Altman (@sama):Really excited to get Elon under oath in a few months, Christmas in April! ...
工作岗位减少、人工智能兴起、网飞收购华纳,诺兰就诸多行业危机发声
Huan Qiu Shi Bao· 2026-02-03 23:04
【环球时报综合报道】据美国《综艺》2日报道,当选美国导演工会主席后,好莱坞著名导演克里斯托弗·诺兰面临诸多行业危机:工作岗位减少、人工智能 兴起、华纳兄弟被网飞收购……这些挑战引发好莱坞电影行业的普遍担忧。"我们非常担心这一切",诺兰担任美国导演工会主席后首次对媒体公开表 示,"我认为,这对该行业来说是一个非常令人担忧的时刻。失去一家大片厂(指华纳兄弟)是一个巨大的打击。" 美国导演工会是拥有近2万名成员的美国电影行业组织,旨在维护导演们的利益和行业良性发展。"我们有责任看看什么是创新,会发生怎样的变化,同时也 要保持清醒的头脑。"诺兰说。 诺兰的新片《奥德赛》在地中海拍摄,他认为如今好莱坞工作岗位的减少,主要原因并非来自海外的竞争,而是商业模式不断变化的结果:"消费者在媒 体、娱乐等方面的总体支出其实非常稳定,但我们工会成员的就业量下降了35%至40%。我们需要调和这些问题。"至于人工智能(AI),好莱坞正在用自 己的方式来应对,例如迪士尼最近与OpenAI达成合作协议,允许Sora用户与迪士尼经典角色互动。诺兰表示,"我认为这在明确许可原则方面是积极的。" 此外,AI还引发了人们对于导演创作愿景完整性的担 ...