"I don't trust OpenAI and Sam Altman. I don't think we want to have the most powerful AI in the world controlled by someone who is not trustworthy."一 Elon Musk https://t.co/ZUQO6KtQMb ...

RT Riley Gaines (@Riley_Gaines_)OpenAI is programmed to be a progressive echo chamber. Tread carefully.https://t.co/XdACOLHOit ...

上述知情人士解释称，OpenAI修订后的支出计划，目的是为了更直接地匹配预期收入增长。据OpenAI预计，当下的营收目标是在2030 年达到2800亿美元，其中消费者业务和企业业务的贡献将大致相当。 (文/万肇生 编辑/张广凯） OpenAI去年曾吹嘘了一个高达1.4万亿美元的基础设施投资目标，而现在它却告诉投资者，这个数字已大幅削减近六成。 2月21日，CNCB援引知情人士消息称，OpenAI正在将2030年算力支出目标，调整至约6000亿美元，较此前高调宣布的"1.4万亿美元基 础设施投资承诺"出现了显著下调。 在市场方面看来，OpenAI到底能是否能够产生足够利润，来回报这巨额的基建投资，这里需要打个问号。OpenAI现在必须证明其推理 模型在通过算力扩张后，能为客单价带来实质性地提升，以此覆盖每年超千亿美元的折旧与运营费用。 而据"The Information"此前报道，OpenAI就曾告诉投资者，其推理模型2025年运行相关的费用预计增长了四倍，导致其调整后的毛利率 从2024年的40%降至33%，该公司预计到2030年现金流才能转正。 不过，另一方面，OpenAI正在以8300亿美元估值，敲定一 ...

Core Viewpoint - OpenAI's handling of a user account linked to a mass shooting incident in Canada raises significant concerns regarding AI safety, privacy, and the legal boundaries of AI applications in monitoring potential threats [1][3][4]. Group 1: Incident Overview - A user named Jesse Van Rootselaar, linked to a mass shooting in Tumbler Ridge, Canada, had a ChatGPT account that was flagged and banned by OpenAI for potential abuse related to violence [1][2]. - The shooting resulted in eight fatalities and approximately 25 injuries, with the suspect subsequently taking his own life [1]. Group 2: AI Monitoring and Response - OpenAI identified the account associated with Van Rootselaar about eight months prior to the incident, but chose not to report it to law enforcement due to a lack of evidence indicating an imminent threat [2][4]. - Internal discussions at OpenAI revealed a divide among employees regarding whether to alert authorities, highlighting the challenges in determining actionable intelligence from AI monitoring [2]. Group 3: AI Capabilities and Limitations - The incident has sparked discussions about the effectiveness of AI systems in predicting and preventing violent behavior, contrasting with fictional portrayals in media such as "Person of Interest" [3][4]. - Current AI systems, including those developed by OpenAI, primarily rely on existing data and keyword patterns to identify potential risks rather than predicting future actions with certainty [3][4]. Group 4: Future Implications - As AI models improve in identifying and responding to existing risk signals, there is potential for the development of more advanced mechanisms capable of accurately predicting future criminal behavior and intervening before harm occurs [5].

RT Jack Posobiec (@JackPosobiec)BREAKING: OpenAI staff wanted to warn Canadian cops about trans school shooter months ago, tech giant said no: bombshell reporthttps://t.co/8f4LAKPURi ...

智通财经APP获悉，有媒体援引知情人士透露的消息报道称，华尔街超级金融巨头摩根大通(JPM.US)已 任命一组来自美国政府的资深领导人，以加速推进其进入与美国国家安全和经济韧性相关的核心行业的 重大战略投资规划。该金融巨头于去年10月推出了为期10年且规模高达1.5万亿美元的"安全与韧性倡 议"(简称SRI)雄心壮志，旨在主导并加速促进半导体、量子计算、国防军工、能源、稀土、人工智能和 关键基础设施等关键行业的大规模融资和投资。 此前在2025年10月，摩根大通重磅宣布 "安全与韧性计划(Security and Resiliency Initiative)"——十年投 资总量1.5万亿美元，用于"促进、融资和投资"关乎美国经济与国家安全的核心产业。该项计划的重点 涵盖四大最关键方向：美国核心供应链与先进制造(含稀土等关键矿产、医药前体、机器人等)、国防与 航天、能源独立与多元化韧性、最前沿与核心战略类技术趋势(AI、核聚变、网络安全以及量子计算 等)。 凯文·奎因(Kevin Quinn)加入担任SRI美国核心前沿和战略技术负责人，他此前曾在美国商务部的CHIPS 项目(即芯片法案项目)办公室工作，且担任核 ...

图片来源： The MAD Podcast Z Highlights Sebastian Borgeaud 是 Google DeepMind 的 Gemini 3 预训练负责人，同时也是开创性论文 RETRO 的合著者，在 AI 前沿模型研发与系统构建领域具备深厚专业 积淀。 2025 年 12 月 18 日，他在首次播客访谈中揭秘了这款今年 AI 领域里程碑式前沿模型的研发逻辑，分享了模型背后并非单纯依赖算力提升的系统构建思 路。 Gemini 3的巨大提升是庞大团队通力协作、融合无数改进与创新的成果，其基于Transformer的混合专家架构， 核心是将计算量使用与参数规模分离开 来 。 规模是预训练中提升模型性能的重要因素，但并非唯一， 架构和数据创新的重要性如今可能更甚 ，且预训练领域在长上下文能力、注意力机制等方 面有诸多值得关注的发展方向。 行业正从 "数据无限"向"数据有限"范式转变 ，合成数据需谨慎使用，模型架构改进能助力模型用更少数据实现更好效果，同时评估在预训练中至关 重要且极具难度。 的朴素。所以我很好奇你的看法，从某种程度上来说，事情真的这么简单吗？ Sebastian Bourge ...

Core Insights - Anthropic has launched Claude Code Security, an AI-driven tool designed to autonomously identify software vulnerabilities and suggest fixes, moving beyond traditional scanners that rely on known patterns [1][2] - The tool utilizes Anthropic's Opus 4.6 model, which has already detected over 500 previously unknown high-severity vulnerabilities in open-source projects [2] - Claude Code Security is positioned as a defensive measure in the cybersecurity landscape, where AI is increasingly used by attackers to exploit vulnerabilities [3] Product Features - The tool analyzes complete codebases, tracing data flow and inspecting component interactions, while providing severity ratings and human-readable explanations for identified issues [5] - Despite its advanced capabilities, the tool requires human intervention for applying fixes, ensuring that all changes are reviewed and approved by developers [5] Market Impact - The announcement of Claude Code Security led to a sell-off in cybersecurity stocks, as investors considered the implications of AI encroaching on a market traditionally dominated by specialized security vendors [4] - The competitive landscape is intensifying, with other companies like OpenAI also introducing automated cybersecurity tools, challenging established players such as CrowdStrike and Palo Alto Networks [6]

格隆汇2月21日｜据一位知情人士透露，OpenAI预计，其收入将在未来几年快速增长，并在2030年突破 2800亿美元。这一收入预测反映出OpenAI在向消费者和企业销售AI软件订阅服务方面的强劲增长势 头。OpenAI近期还开始向部分用户测试广告业务，为公司创造了一个新的潜在收入来源。此外， OpenAI计划到2030年将算力总支出控制在约6000亿美元，同时其正为IPO铺路，估值可能高达1万亿美 元。 ...

Group 1 - OpenAI plans to achieve a total capital expenditure of approximately $600 billion by 2030, with a more defined timeline and lower spending targets [2] - The company expects total revenue to exceed $280 billion by 2030, with consumer and enterprise business contributions being roughly equal [2] - OpenAI is pursuing a financing round that may exceed $100 billion, with about 90% of the investment coming from strategic investors, including Nvidia, SoftBank, and Amazon [2] Group 2 - Nvidia is negotiating to invest up to $30 billion in OpenAI, which may lead to a pre-financing valuation of approximately $730 billion for the company [2] - The previous $100 billion collaboration framework between Nvidia and OpenAI has been replaced by a more direct equity investment structure [3] - OpenAI's revenue is projected to reach $13.1 billion in 2025, surpassing the previously set target of $10 billion, with a funding consumption of about $8 billion, lower than the $9 billion target [3] Group 3 - OpenAI, founded in 2015, transitioned from a non-profit research lab to a mainstream market player after launching ChatGPT, which currently has over 900 million weekly active users [4] - The user growth of ChatGPT has been significant, increasing from 800 million in October of the previous year, despite a temporary slowdown [4] - The company's programming product, Codex, has over 1.5 million weekly active users, competing directly with Anthropic's Claude Code [5]