OpenAI on Monday announced the launch of its Frontier Alliances program, pairing its enterprise AI platform with four of the world’s largest consulting and technology firms to accelerate the deployment of AI agents inside corporate systems.The company said the initiative is designed to address what it sees as the primary obstacle to enterprise AI adoption, not model capability, but deployment and integration.“The limiting factor for seeing value from AI in enterprises isn’t model intelligence, it’s how agen ...

Wedbush Securities analyst Dan Ives is turning a market scare into a buying argument, saying Anthropic‘s move into cybersecurity with its Claude Code Security tool ultimately validates the investment case for established security vendors rather than threatening it.Ives Sees Validation, Not DisruptionWriting on X on Monday, Ives stated, “Anthropic with Claude Security going after the cyber security market with a code tool validates our thesis that cyber security is the next frontier for the AI Revolution. Ba ...

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. for alleged securities fraud during the Class Period from March 28, 2025, to December 15, 2025 [1] - Investors who purchased CoreWeave securities during this period and suffered losses have until March 13, 2026, to seek appointment as lead plaintiff [2] - The lawsuit claims that CoreWeave made misleading statements regarding its ability to meet customer demand and the risks associated with reliance on a single third-party data center supplier [4] Allegations - CoreWeave is accused of overstating its capacity to meet customer demand for its AI cloud computing services [4] - The company allegedly failed to disclose the significant risks posed by its dependence on a single third-party data center, which could negatively impact its revenue [4] - The lawsuit suggests that these misrepresentations led to substantial losses for investors when the truth was revealed [5] Company Background - CoreWeave is positioned as an AI cloud computing company and announced a significant deal worth up to $11.9 billion with OpenAI shortly before its IPO [3] - The company also announced an agreement to acquire Core Scientific, a major player in digital infrastructure for high-performance computing, in an all-stock transaction [3]

Some of the highest-paid tech workers now will never have to write a line of code. And it’s not because their work is being done by AI: Tech companies are shelling out high six-figure salaries for senior communications roles. Anthropic is hiring for a head of product communications with a listed $400,000 salary; Netflix is looking for a senior director of communications with a salary range of $656,000 to $1.2 million; and OpenAI is seeking a head of infrastructure communications and a head of business com ...

Core Insights - U.S. technology giants Alphabet, Amazon, Meta, and Microsoft are projected to invest approximately $650 billion in AI-related infrastructure in 2026, a significant increase from $410 billion in 2025 [1] Investment Trends - The investment surge indicates a shift into a "more dangerous phase" of the AI boom, characterized by rapidly increasing investments in physical infrastructure and a growing dependence on external capital [1] - The demand for computing resources is outpacing supply, prompting hyperscalers to accelerate their investments to meet future demand [1] Financial Strategies - The four companies have reduced share buybacks to finance the increase in capital expenditures [1] - Significant spending creates downside risks if investments do not yield expected returns, particularly for companies like Anthropic and OpenAI, which require major product breakthroughs to secure funding for potential IPOs [1] Market Implications - The tech investment boom is expected to exert upward pressure on U.S. economic growth, contributing approximately 50 basis points to GDP growth in 2025 and potentially around 100 basis points in 2026 [1] - However, this spending may also lead to inflation in technology and communications equipment and increase electricity prices in certain regions [1] Sector Risks - The aggressive investment in AI is creating existential risks for other sectors, particularly software companies and data providers, as evidenced by recent selloffs in software stocks [1] - A severe stock market correction could hinder growth and limit capital-raising capabilities for companies, reminiscent of the Dot-com bubble in 2000, although current market movements are described as much smaller [1]

智通财经APP获悉，OpenAI上周五宣布，已与多家全球顶级咨询公司达成多年期合作协议，包括挨森 哲(ACN.US)、Boston Consulting Group、Capgemini以及麦肯锡，共同推进其面向企业的AI平台Frontier 的落地与部署。 这家由微软(MSFT.US)支持的AI初创公司表示，已与上述四家咨询机构建立"Frontier联盟"。OpenAI未 披露合作的具体财务条款。公司称，此次合作旨在帮助企业在组织内部部署"AI同事"，加速人工智能在 核心业务流程中的应用。 人工智能企业级应用竞争持续升温。 业内人士认为，此次与全球咨询巨头结盟，显示OpenAI正加速构建企业级生态体系，通过"平台+服 务"的方式扩大市场渗透率，并在快速增长的企业AI赛道中巩固竞争优势。 根据安排，各咨询公司将与OpenAI的前线部署工程团队(FDE)协同工作，并各自投入资源组建专门的实 践团队，培养并认证熟悉OpenAI技术的专业人员。OpenAI则将提供技术支持、产品路线图信息，以及 对其产品与研究团队的访问权限，以保障项目实施效果。 在企业级AI领域，OpenAI正与包括谷歌(GOOG.US,GOOGL. ...

【导读】回顾假期大事，汇总十大券商研判 中国基金报记者 泰勒 大家好，马上就要开盘了！今晚一起"盘一盘"春节期间的大事，以及看看券商分析师们的最新研判！ 春节期间大事 1．史诗级利好，美国最高法院裁定特朗普政府大规模关税政策违法 美国最高法院裁定特朗普政府大规模关税政策违法。随后特朗普宣布，即刻起对所有进入美国的进口商 品征收15%的新全球关税。 为了征收这项新关税，特朗普诉诸1974年《贸易法》（Trade Act of 1974）里第122条这一法律工具。总 体而言，这项此前从未用于关税的条款允许美国总统征收最高15%的关税，关税只能维持150天，除非 国会批准延长，而贸易专家称延期可能很难获批。 贸易专家表示，鉴于时间限制，美国政府或许能在短期内利用该条款增加收入。目前，该法条为特朗普 团队争取了时间，让他们可以利用其他法律手段制定更具针对性的关税策略。 2．商务部：中方敦促美方取消对贸易伙伴加征的有关单边关税措施 商务部新闻发言人表示，我们注意到美国最高法院公布关税诉讼案裁决结果，正在对相关内容和影响进 行全面评估。我们也注意到，美方正在准备采取贸易调查等替代措施，以期维持对贸易伙伴加征的关 税，中方 ...

据报道，OpenAI 近期已搁置了自建数据中心计划，转为与甲骨文合作建设 4.5GW（吉瓦）的数据中心，并与软银合作开发德州 1GW 园区。 OpenAI 首席财务官 Sarah Friar 对此表示，公司将利用云合作伙伴保持轻资产运营，但保留整体集群架构、设施设计的控制权。 值得注意的是，OpenAI 已聘请前英特尔首席技术官 Sachin Katti 领衔基建团队，负责规划整体算力路线图、芯片采用计划。 IT之家 2 月 23 日消息，据《The information》今天报道，OpenAI 耗资 5000 亿美元（IT之家注：现汇率约合 3.46 万亿元人民币）的"星际之门"AI 数据中心 项目历经一年停滞后，正式转向与外部公司"深度协作"的模式。 ...

Key Insights - The global AI industry is advancing through a collaborative push in computing power, models, and applications, laying a foundation for the scaling of AI video generation technology and the practical deployment of humanoid robots [2][3] - Major AI companies are announcing substantial long-term capital expenditure plans, with OpenAI projecting around $600 billion in computing power spending by 2030, indicating a significant commitment to infrastructure development [3][4] - The recent launch of Seedance 2.0 at the Spring Festival Gala demonstrates the potential of domestic AI models in cultural content creation, marking a significant step towards industrialization in the video generation sector [5][6] Computing Power and Infrastructure - There is a notable acceleration in global AI capital expenditures, with OpenAI initiating a financing round potentially exceeding $100 billion to support its computing power goals [3][4] - In India, Google announced a $15 billion investment in infrastructure, while OpenAI collaborates with Tata to build a 1000 MW data center, showcasing the global expansion of computing resources [3] - Domestic AI companies, such as Moonlight Dark Side, have secured over $1.2 billion in financing, reflecting strong market confidence in Chinese AI enterprises [4] Model Technology - Recent advancements in model technology include the transition to multimodal architectures and cost-effective intelligent models, enhancing performance while restructuring cost frameworks [4][5] - Alibaba's release of the Qwen3.5-Plus model marks a significant upgrade, shifting from pure text training to native multimodal unified modeling, improving performance in long text and multimodal reasoning scenarios [5] - The competitive landscape is shifting from parameter scale competition to architecture efficiency optimization, as demonstrated by Anthropic's Claude Sonnet 4.6 achieving flagship model performance at a lower price point [5] Application Layer - The application of AI in real-world scenarios is advancing, as evidenced by the successful integration of AI video generation technology in the Spring Festival Gala, validating the industrial potential of domestic models [5][6] - Humanoid robots are transitioning from demonstration phases to real-world task execution, with platforms like Volcano Engine and Doubao participating in the Gala, showcasing their capabilities [5] - The AI application landscape is moving towards commercial validation, with content generation and physical execution paths entering a critical phase of market readiness [6] Industry Trends - The AI industry is expected to maintain its upward trajectory, with favorable market conditions supporting a second phase of spring market activity [6] - The successful application of AI during the Spring Festival Gala may act as a catalyst for the current market rally, reinforcing the importance of practical AI applications [6]

Core Insights - Capgemini has formed a strategic partnership with OpenAI to enhance enterprise AI transformation through the Frontier platform, focusing on addressing business, data, and integration challenges [1][4] - The partnership aims to leverage Capgemini's industry expertise and OpenAI's advanced AI capabilities to create integrated solutions that drive measurable business outcomes [2][5] Group 1: Partnership Details - Capgemini is a founding member of the OpenAI Frontier Alliance, which will help businesses deploy AI securely and reliably across their operations [1][4] - The collaboration will establish a dedicated OpenAI Enterprise Frontier delivery function, comprising AI experts to support clients in scaling AI operations [4] Group 2: Market Context - 2026 is identified as a pivotal year for AI, with over half of organizations committing to long-term investments, shifting focus from experimentation to value creation [3] - The primary barrier to scaling AI is now recognized as the readiness of data and operating models rather than the technology itself [3] Group 3: Strategic Implications - The partnership is seen as a critical moment for enterprises, as organizations must scale AI to maintain competitive advantage [5] - Capgemini and OpenAI will co-develop industry-specific solutions targeting sectors such as consumer products, financial services, life sciences, and energy [4]