Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025.Across the industry, employee boomerangs are up, according to data published earlier this year by ADP Research, with the sector it classifies as information showing the starkest numbers.Google has a large pool of ex-employees to mine, particularly after its largest ever round of layoffs in early 2023, when parent company Alphabet cut 12,000 jobs, reducing ...

在如此围追堵截的环境里，Anthropic之所以始终能够处在第一梯队里，这和它在企业级市场取得的绝对品牌认知，有着直接关系，在很长一段时间里， Claude几乎垄断了AI Coding的模型供应链。 在收入结构上，30万家企业客户为Anthropic贡献了80%的付费，剩下15%来自编程工具Claude Code，普通用户的订阅占比只有5%。 换句话说，凭借贩卖生产力工具，Anthropic的年化收入（ARR）以每个月增加10亿美金的速度，在一众AI公司里担当着印钞机的角色，且在一级市场的 估值达到了OpenAI的6成，足见创造产能的价值权重有多高。 这种趋势也在推动行业共识的出现：AI在应用互联网的爆发或许还需要时间，大家也都有耐心等待奇点，但企业级市场对于AI的买单热情却已经远超预 期，这部分的价值创造，不但彻底改写了生产逻辑，也能为大模型厂商提供落袋为安的回报。 文 ｜ 阑夕 某种程度上，Anthropic是比OpenAI更有商业奇观的一家公司。 OpenAI在消费级市场的领先毋庸置疑——ChatGPT的8亿周活在行业里一骑绝尘——而在今年以来，Google重回牌桌也让各家大厂压力倍增，大模型的竞 争趋 ...

dig right into the market reaction. We're joined now by Meera Pandit, global market strategist with JP Morgan Asset Management. Um, so the markets, you know, digesting the consumer sentiment number somewhat in stride, kind of more of the same uh that we've seen for much of this year.Um, from a sentiment standpoint, we've gotten some pretty decent AI indicators over the last few days with the Micron earnings. Uh there's news that OpenAI could be raising at a significantly high valuation of $830 billion. At l ...

Core Insights - Meta is developing new AI models under its superintelligence lab, including an image and video model codenamed "Mango" and a text-based model known as "Avocado" [1][2] - The company plans to release these models in the first half of 2026, aiming to enhance coding capabilities and create models that can understand visual information and reason without extensive training [2] - Meta has fallen behind competitors like OpenAI, Anthropic, and Google in the AI sector, experiencing significant restructuring and leadership changes within its AI division [3] Company Developments - The internal Q&A revealed by Meta's leadership indicates a strategic roadmap for AI development, focusing on improving the text-based model's coding abilities and exploring new world models [2] - Despite the restructuring efforts, several researchers who joined Meta SuperIntelligence Labs have already left, including the chief AI scientist, Yann Lecun, who is starting his own venture [3] Market Position - Currently, Meta lacks a standout AI product, relying on its vast user base across social networks to support its AI assistant, which is integrated into the search bar of its applications [4] - The success of the upcoming projects and models from Meta SuperIntelligence Labs is critical for the company's future in the AI landscape [4]

Core Insights - Meta is developing new AI models under its superintelligence lab, including an image and video model codenamed "Mango" and a text-based model known as "Avocado" [1][2] - The company plans to release these models in the first half of 2026, aiming to enhance coding capabilities and create models that can understand visual information and reason without extensive training [2] - Meta has fallen behind competitors like OpenAI, Anthropic, and Google in the AI sector, leading to significant restructuring within its AI division [3] Company Developments - The leadership of Meta's AI division has undergone changes, including the recruitment of researchers from other companies, although some have already left [3] - The departure of chief AI scientist Yann Lecun to start his own venture highlights ongoing challenges within the company [3] - Currently, Meta lacks a standout AI product, relying on its vast user base across social networks to support its AI assistant [4] Future Outlook - The success of the upcoming projects and models from Meta's superintelligence lab is critical, as they will determine the company's competitive position in the AI landscape [4]

dig right into the market reaction. We're joined now by Meera Pandit, global market strategist with JP Morgan Asset Management. Um, so the markets, you know, digesting the consumer sentiment number somewhat in stride, kind of more of the same uh that we've seen for much of this year.Um, from a sentiment standpoint, we've gotten some pretty decent AI indicators over the last few days with the Micron earnings. Uh there's news that OpenAI could be raising at a significantly high valuation of $830 billion. At l ...

责任编辑：张俊 SF065 责任编辑：张俊 SF065 DTE能源公司（DTE）周五早盘下跌0.8%。尽管当地居民出于电价上涨和环境破坏等理由表示反对，但 美国密歇根州监管机构仍然批准了该公司的单方面协议，允许其向与甲骨文和OpenAI相关的Saline镇超 大规模数据中心园区提供1.4吉瓦电力。 DTE能源公司（DTE）周五早盘下跌0.8%。尽管当地居民出于电价上涨和环境破坏等理由表示反对，但 美国密歇根州监管机构仍然批准了该公司的单方面协议，允许其向与甲骨文和OpenAI相关的Saline镇超 大规模数据中心园区提供1.4吉瓦电力。 ...

Key Points AMD is looking to carve a niche in the inference market. Broadcom has a massive opportunity with custom AI chips. The stocks trade at similar valuations. 10 stocks we like better than Advanced Micro Devices › Two of the top semiconductor companies looking to eat into Nvidia's (NASDAQ: NVDA) artificial intelligence (AI) infrastructure dominance are Broadcom (NASDAQ: AVGO) and Advanced Micro Devices (NASDAQ: AMD). Both stocks have performed well in 2025, led by AMD, which is up more than ...

Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members of the public pushed back on the project. DTE had asked regulators for expedited approval of its plan to power the multi-billion dollar, 1.4-gigawatt facility in Saline Township. Each of the regulators said Thursday the proposed contracts between the utility and tech firms protected the power grid and regular ...

Google's Veo and Nano Banana and OpenAI's Sora are tough competition. ...