Core Insights - OpenAI has officially launched two new open-source safety reasoning models: gpt-oss-safeguard-120b and gpt-oss-safeguard-20b [1] Group 1 - The models are designed to enhance safety in AI applications [1] - OpenAI continues to focus on open-source solutions to promote transparency and collaboration in AI development [1]

Amazon unveiling today a new 11 billion Indiana data center which was built in less than a year. Mackenzie Sagalo's got an exclusive first look inside the new site in today's tech check. Hey Mac. Hey Leslie.So take a look at what Amazon's AI land grab looks like. CNBC's Katie Terasov and I got exclusive firsttime access inside one of the largest operational AI data centers in the world built specifically for OpenAI rival Anthropic. Now an Amazon quietly started scouting land in rural Indiana in 2022 and it ...

Amazon unveiling today a new 11 billion Indiana data center which was built in less than a year. Mackenzie Sagalo's got an exclusive first look inside the new site in today's tech check. Hey Mac. Hey Leslie.So take a look at what Amazon's AI land grab looks like. CNBC's Katie Terasov and I got exclusive firsttime access inside one of the largest operational AI data centers in the world built specifically for OpenAI rival Anthropic. Now an Amazon quietly started scouting land in rural Indiana in 2022 and it ...

Core Insights - Nvidia has become the first public company to surpass a $5 trillion market cap, driven by the ongoing AI boom and significant demand for its products [1][4] - The company's stock has increased over 50% this year, reflecting strong investor interest and optimism in AI technology [2][3] Company Developments - Nvidia CEO Jensen Huang announced expectations of $500 billion in AI chip sales and the construction of seven new supercomputers for the U.S. [2] - Nvidia has invested $1 billion in Nokia to support the development of AI-native 5G-Advanced and 6G networks [2] - The company plans to invest up to $100 billion in OpenAI over the coming years, aiming to deploy 10GW of Nvidia systems to power OpenAI's infrastructure [3] Market Context - The surge in Nvidia's stock is part of a broader trend where tech stocks have risen due to optimism surrounding AI technology's potential to transform industries [3] - Nvidia's market cap now exceeds the combined stock markets of all countries except the U.S., China, and Japan [4]

Core Viewpoint - Alphabet is expected to report strong third-quarter financial results, driven by the AI boom, but faces challenges from competition in its core Search business [1][3][4] Financial Performance - Alphabet is projected to report quarterly revenue of $99.85 billion, a 13% increase from $88.3 billion in the same period last year [1] - Analysts forecast adjusted earnings per share of $2.26, reflecting a 7% increase from $2.12 in the previous year, marking the lowest earnings growth in over two years [2] AI Impact - The company has benefited from the AI boom, with its Gemini AI models gaining traction and attracting major AI developers to its cloud services [3] - However, competition from AI chatbots like OpenAI's ChatGPT poses risks to Alphabet's core Search business [3][4] Market Sentiment - Despite concerns, Wall Street analysts remain optimistic about Alphabet's stock, citing recent AI deals, the upcoming Gemini 3 model release, and a favorable ruling in an antitrust case [4] - Alphabet's stock has risen over 40% since the last quarterly earnings report, trading around $268, and its market capitalization exceeded $3 trillion in September [5] Analyst Insights - Analysts from major firms have raised price targets for Alphabet shares, with estimates reaching as high as $300 [5] - The favorable outcome in the DOJ Search Commercial Agreement trial has alleviated some concerns, while the company continues to show strong financial performance and innovation in AI [6]

10月29日，美股一开盘，英伟达成为了史上第一个市值突破5万亿美金的公司。 出品 | 妙投APP 作者 | 董必政 编辑 | 关雪菁 头图 | AI制图 一天前，在GTC DC大会上，英伟达CEO黄仁勋展示出来自AI的强劲需求。比如，他表示，今年及2026年，Blackwell和Rubin架构芯片可带来的收入超5000 亿美元，这个收入将来自2000万颗GPU。5000亿美元收入将是2023年~2025年Hopper架构芯片所带来收入的5倍。 在演讲中，黄仁勋又一次驳斥了AI泡沫论。 然而，伴随着5万亿市值，"AI泡沫论"的质疑声音也空前高涨。 英国央行的金融政策委员会（FPC）也表达了类似担忧。其最新季度报告称，美国股票市场"在若干指标上显示估值过高"，尤其是集中在AI相关科技公司。 而这种高度集中使市场在AI预期降温时特别容易受到冲击。 在这场游戏中，英伟达们既是演员也是观众，钱从左口袋进，右口袋出。这究竟是通往未来的高速公路，还是一场比2000年互联网泡沫更盛大的烟火？ 一、一场资本的内循环 这，要从一笔关联交易说起。 9月22日，英伟达宣布，将向OpenAI投资一笔高达1000亿美元的巨款。作为"回报 ...

Let's get to Mackenzie Sagalos for a look at some of the biggest questions that investors may have. Morning, Mac. >> Hey, good morning, Carl.So, Alphabet is navigating two very different AI realities. One that's accelerating its cloud business and another that's challenging the foundation of its search dominance. Now, analysts are bullish on cloud with Google gaining momentum just as AWS loses some big deals to Alphabet.It's landed contracts worth tens of billions of dollars with Meta, OpenAI, and Anthropic ...

Let's get to Mackenzie Sagalos for a look at some of the biggest questions that investors may have. Morning, Mac. >> Hey, good morning, Carl.So, Alphabet is navigating two very different AI realities. One that's accelerating its cloud business and another that's challenging the foundation of its search dominance. Now, analysts are bullish on cloud with Google gaining momentum just as AWS loses some big deals to Alphabet.It's landed contracts worth tens of billions of dollars with Meta, OpenAI, and Anthropic ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. OpenAI is going through some changes — and CIOs are paying attention.  The ChatGPT-maker restructured itself to form two entities, a nonprofit called the OpenAI Foundation and a for-profit public benefit corporation dubbed OpenAI Group. The reorganization announced on Tuesday was also accompanied by news of an adjusted Microsoft partnership that is loosening the reins on bot ...

Core Viewpoint - The article discusses the imminent rise of AI and its potential to replace human labor, leading to significant job displacement and structural unemployment, particularly in developing countries [3][4][5]. Group 1: AI's Impact on Employment - OpenAI's leadership indicates that the automation of human labor will significantly increase in the coming years, with many knowledge-based jobs likely to be replaced by AI [3][5]. - Experts warn that AI presents a "replacement" rather than "enhancement" trend for labor, potentially leading to large-scale structural unemployment [3][4]. - The dual effect of AI on employment is highlighted, where both job creation and job displacement are occurring simultaneously, particularly affecting high and medium-skilled workers [12]. Group 2: AI Development and Market Trends - The AI industry in China has over 5,300 companies, accounting for about 15% of the global market, with an estimated market size exceeding 900 billion yuan in 2024, reflecting a 24% year-on-year growth [13]. - The demand for AI-related jobs has surged, with job postings in the AI sector increasing by 11% year-on-year in Q3 2025, and job seekers rising by 23% [14]. - The concept of "Agent Economy" is emerging, where organizations will rely more on computational power and data accumulation rather than simply hiring more employees [14]. Group 3: Challenges in AI Adoption - Despite the rapid development of AI agents, their adoption faces challenges, including usability issues and the need for comprehensive security measures in enterprise applications [9]. - The current market for AI agents is still in its early stages, with a low adoption rate among the general public and a significant focus on technical professionals [8]. - The integration of AI into various sectors, such as education, is met with skepticism regarding the effectiveness of AI-driven solutions compared to human instructors [8].