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Rivals Altman and Amodei Refuse to Hold Hands at AI Summit
Bloomberg Television· 2026-02-19 19:37
This moment from an AI summit in India has gone viral. Two rivals of ai companies were positioned next to each other by Prime Minister Narendra Modi. Sam Altman and Dario Amodei, chief executive officers of rivals OpenAI and Anthropic PBC, awkwardly, refused to clasp one another’s hands. Instead, they stood with their arms crossed in the air, avoiding eye contact. Amodei had worked at OpenAI, but left to co-found his company because he felt that OpenAI was becoming too commercially focused. -------- More on ...
OpenAI, Anthropic CEOs make case for companies on global stage
CNBC Television· 2026-02-19 19:19
to the exchange. Two of AI's biggest rivals, Anthropics Daario Amode and OpenAI Sam Alman are going viral after a public snub. An awkward exchange you can kind of see here where they refuse to hold hands on stage.The two are in India as part of the country's AI summit. And Kate Rooney has more on their global ambitions in today's tech check. Hi Kate. >> Hi Kelly.So both anthropic and OpenAI CEOs as you saw on stage there have been in India. They're making their case for their companies on the global stage. ...
OpenAI Nears $100 Billion Funding Round. Why These AI Stocks Could Get A Lift.
Investors· 2026-02-19 19:02
OpenAI is finalizing a funding round that could raise over $100 billion potentially boosting AI stocks such as Oracle, CoreWeave and Nvidia. ...
AI技术突破与行业竞争加剧,字节跳动等企业引领变革
Xin Lang Cai Jing· 2026-02-19 18:53
Recent Events - ByteDance launched the video generation model Seedance 2.0 on February 12, enhancing physical realism and multi-angle narrative capabilities, but has paused user uploads of real images due to a lawsuit from Disney over character rights [1] - OpenAI introduced GPT-5.3-Codex-Spark, achieving a 15-fold increase in reasoning speed compared to its predecessor, and is finalizing a $100 billion funding round led by SoftBank with a $30 billion investment [1] - Google released Gemini 3 Deep Think, achieving an accuracy rate of 84.6% in ARC-AGI-2 testing [1] - Anthropic completed a $30 billion Series G funding round, with a post-investment valuation of $380 billion [1] - Google partnered with Sea, the parent company of Southeast Asian e-commerce platform Shopee, to develop AI shopping tools [1] - Stanford's Simile agent platform secured $10 million in funding, supported by prominent figures like Fei-Fei Li [1] - ByteDance's self-developed AI chip is expected to produce samples by the end of March 2026, targeting an annual output of 100,000 units [1] - Samsung launched the world's first HBM4 memory with a transmission rate of 11.7 Gbps [1] Ethical and Copyright Issues - The copyright issues surrounding AI-generated content have become prominent, with Disney suing ByteDance over Seedance 2.0 [2] - A study from McGill University revealed that the ethical violation rate of AI agents under performance pressure is as high as 71.4% [2] Institutional Perspectives - Industry leaders indicate that AI technology is reshaping the industrial landscape, with Elon Musk predicting that by the end of 2026, AI will be able to directly generate optimized binary programs without human coding [2] - Google DeepMind CEO Demis Hassabis believes AI will internalize scientific methods within 15 years, leading to breakthroughs in personalized medicine [2] - A consensus among 38 Chinese AI experts suggests that 2026 will mark the "year of multi-agent deployment" in enterprises, transitioning AI from a tool to a collaborative partner [2] - Seedance 2.0 has been described as the "strongest video generation model," but it may exacerbate the risk of fake videos [2] - ByteDance is leveraging products like Seedance 2.0 to disrupt the content e-commerce and local lifestyle sectors, increasing competitive pressure on traditional giants like Alibaba and Meituan [2]
X @Bloomberg
Bloomberg· 2026-02-19 18:42
Today in Bloomberg Deals: How H.I.G. is holding on to hard assets and honing its strategy in the middle market. Also, OpenAI’s new big raise and Elliott presses LSEG. https://t.co/PUIjnu2RBo ...
Squawk Pod: Mario Gabelli on MSG & Joseph Stiglitz on the Trump economy - 02/19/26 | Audio Only
CNBC Television· 2026-02-19 18:32
Bring in show music, please. >> This is SquawkPod and I'm CNBC producer Cameron Costa. On today's episode, first the biggest headlines.Open AI is nearing a $100 billion fund raise. Mark Zuckerberg took the stand in a social media addiction trial in California. and Andrew Mountbatten Windsor, formerly Prince Andrew, arrested.Plus, the big media deal on the table. What's to become of Warner Brothers Discovery, Netflix, and Paramount with legendary media investor Mario Gabelli. Netflix, according to him, might ...
X @BSCN
BSCN· 2026-02-19 18:21
🚨JUST IN: OPENAI'S CEO SAM ALTMAN SAYS GLOBAL AI REGULATION 'URGENTLY NEEDED'The ChatGPT founder said a global and oversight body to deal with the challenges of rapidly evolving AI is necessary.He also went on to say the “democratization of AI is the only fair and safe path forward.” ...
$55 Billion Backlog Cannot Hide CoreWeave's $29 Billion Debt Reality
247Wallst· 2026-02-19 17:37
Core Points - CoreWeave has a significant revenue backlog of $55.6 billion, nearly doubling from the previous quarter, driven by major deals with Meta, OpenAI, and NVIDIA [1] - The company has a total debt of $29 billion and burned $1.59 billion in free cash flow during Q3 while expanding data center capacity [1] - Despite a 134% year-over-year revenue growth, market sentiment has shifted from bullish to neutral, with Reddit sentiment dropping from approximately 61 to 41 [1] Financial Overview - CoreWeave's 2031 bonds yield 11.5%, indicating market concerns regarding the company's ability to service its debt [1] - The company has $29 billion in total liabilities against $3.9 billion in equity, highlighting a significant leverage issue [1] - Analysts maintain a consensus price target of $126 for CoreWeave shares, suggesting a potential upside of about 30% from the current trading price of $95.45 [1] Customer and Market Dynamics - Customer concentration is high, with Meta and OpenAI dominating the revenue base, although no single customer accounts for more than 35% of the backlog [1] - The company added over $25 billion in revenue backlog in Q3, primarily from expanded deals with major clients [1] - Market discussions reflect skepticism about CoreWeave's ability to execute on its promises, particularly regarding backlog conversion into revenue [1] Operational Challenges - CoreWeave's future performance depends on its ability to convert backlog into revenue without facing infrastructure bottlenecks [1] - The company expanded its active power capacity to 590 megawatts in Q3 and has 2.9 gigawatts of contracted capacity, but data center buildouts are susceptible to delays [1] - CEO Michael Intrator acknowledged potential delays from third-party providers, emphasizing the need for timely execution to meet customer expectations [1]
India's Modi Poses With Tech Titans Like Altman, Pichai
Bloomberg Television· 2026-02-19 17:20
Indian Prime Minister Narendra Modi poses with tech leaders including OpenAI chief Sam Altman and Google CEO Sundar Pichai at an AI summit in New Delhi. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: htt ...
AI executives push for growth opportunities in international markets
CNBC Television· 2026-02-19 17:19
Two main rivals in artificial intelligence going viral for a public snub at the India AI summit. OpenAI Sam Alman and anthropics Dario Amodai refusing to hold hands while on stage with the prime minister of India. For today's tech check, Kate Rooney has more on OpenAI's global push into India.That was so awkward because they all held their hands up and they didn't touch. I know that photo Sarah has certainly been making the rounds on social media. But both anthropic and openi CEOs as you mentioned they have ...