人工智能竞赛的焦点正从算力转向电力。科技行业领袖们承认，他们正努力应对一个根本性的不确定 性：未来的人工智能究竟需要消耗多少能源。 微软首席执行官Satya Nadella近期参加"BG2"播客节目时透露，当前限制公司发展的最大问题已非芯片 短缺。Nadella表示："我们现在面临的最大问题不是算力过剩，而是电力……以及能否足够快地在靠近 电源的地方建成数据中心。" Nadella直言，这种脱节已导致微软出现芯片积压的窘境。"你可能会有一堆芯片闲置在库存里，因为我 无法把它们接入电源。事实上，这就是我今天面临的问题。"他补充说，问题不在于芯片供应，而在于 缺乏可以随时入驻并通电的"暖壳"（warm shells）数据中心。这一表态清晰地揭示了，物理世界的基础 设施建设速度已远远落后于数字世界的算力扩张。 与Nadella一同参与播客的OpenAI首席执行官Sam Altman也强调了这种不确定性带来的战略两难。他认 为，整个行业正处在一场巨大的能源赌注中，而结果无人知晓。 瓶颈转移：从芯片到电力 长期以来，市场普遍认为获取先进的图形处理器（GPU）是部署人工智能服务的最大障碍。然而， Nadella的言论证实 ...

Cloud Computing & AI Partnerships - Amazon is entering a $38 billion deal with OpenAI to provide cloud computing services [1] - OpenAI is diversifying its cloud infrastructure, utilizing services from Google, Microsoft, and Amazon due to high compute demand [7] - Microsoft has invested $13 billion into OpenAI, experiencing a 10x return after renegotiating the deal [5] - Amazon has invested $8 billion into Anthropic, an OpenAI rival [3] Competitive Landscape - The cloud computing sector is witnessing complex relationships, with Microsoft partly owning OpenAI, a company now partnering with Amazon, a major cloud competitor [1][4][5] - Tech giants are engaging in "proxy wars" through investments in AI startups like OpenAI and Anthropic [5] - Amazon needs to attract significant AI clients like OpenAI to strengthen its AWS strategy [3][8] Hardware & Infrastructure - OpenAI is currently using Nvidia GPUs, even in its Google Cloud partnership, instead of Google's TPUs [9] - Amazon is constructing new data centers specifically for OpenAI, similar to its approach with Anthropic [10] - Amazon's deal with OpenAI is initially using Nvidia chips, but there is potential to incorporate AMD chips in the future [9]

Core Insights - Amazon has signed a significant $38 billion deal with OpenAI to enhance its cloud computing capabilities, marking the first collaboration between the two companies [1] - This partnership is particularly noteworthy as OpenAI is partially owned by Microsoft, a major competitor of Amazon in the cloud services market [1][4] Group 1: Competitive Landscape - OpenAI has previously lacked the flexibility to partner with various cloud providers, but this deal with Amazon signifies a shift in strategy [3] - Amazon's need for prominent clients like OpenAI is crucial for strengthening its AWS strategy, especially as it competes with Microsoft Azure [3][6] - Microsoft has invested $13 billion in OpenAI, achieving a tenfold return on that investment, while Amazon has invested $8 billion in OpenAI's rival, Anthropic [5] Group 2: Cloud Computing Dynamics - Both Microsoft and Amazon are positioning themselves as the cloud backbone for AI startups, leveraging their computing power to support these companies [6] - OpenAI is diversifying its cloud partnerships, utilizing services from Google, Microsoft, and Amazon due to the high demand for computing resources [7][8] - Amazon is focused on attracting more AI customers to its cloud services, rather than developing its own AI chatbot [8] Group 3: Technology and Infrastructure - OpenAI currently relies exclusively on Nvidia GPUs for its operations, having previously signed a deal with Google Cloud [9] - Amazon is constructing new data centers specifically for OpenAI, similar to its efforts for Anthropic, which may allow for the integration of various chip technologies [10]

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 奥特曼否认"OpenAI明年上市"，称OpenAI年收入远超130亿美元 在一档播客采访中，OpenAI CEO奥特曼否认了有关于OpenAI计划明年上市的报道。他称上市没有具体 的日期，董事会也没有就此做出任何决定。"我只是觉得事情最终会朝着那个方向发展。"他还透露 OpenAI的年收入远远超传闻中的130亿美元。 中国移动0元划转4198万股，中石油成为股东 11月3日晚间，中国移动发布公告称，中国移动集团拟通过国有股份划转方式将其持有的中国移动 4198.1348万股A股股份无偿划转给中国石油天然气集团有限公司。划转完成后，中国移动集团持有中国 移动的股份将从69.05%降至68.85%，中国石油集团持有其0.19%股份。 微软CEO：公司可能重启招聘，前提是现有员工掌握与AI协作的技能 据报道，美国微软公司首席执行官纳德拉近日公开表示，公司可能在未来一年内重启招聘，但前提是现 有员工必须学会与人工智能协作的新工作模式。比如，员工需要学会 ...

恒生科技ETF（513130）具有规模较大、流动性较优、支持场内T+0等多重优势，有望成为助力投资者 布局港股科技核心资产的重要工具，场外投资者可关注其场外联接基金（A类015310、C类015311）。 （场内T+0为交易所交易机制） 恒生科技ETF（513130）的管理人华泰柏瑞基金是境内首批ETF管理人之一，接连打造了目前A股市场 规模居首的ETF——沪深300ETF（510300）、目前在全市场所有跟踪中证A500指数的ETF中规模居首 的A500ETF华泰柏瑞（563360）、以及红利低波ETF（512890）等ETF精品，拥有超18年ETF运营经 验，致力为广大投资者提供了多元化、高品质的指数投资工具。 注：根据交易所数据，截至25/11/3，沪深300ETF（510300）规模为4305.97亿元；A500ETF华泰柏瑞 （563360）规模为261.04亿元；恒生科技ETF（513130）规模为413.47亿元。 恒生科技ETF（513130）成立于21/5/24，2021年（成立至年底）、2022年、2023年、2024年和2025年上 半年收益分别为-30.24%、-21.43%、-8.8 ...

While we're talking about tech, let's talk about one of the biggest tech names last week. Of course, that's Amazon hitting a new record high today after announcing a new partnership with Open AI. Our Mackenzie Sagalas joins us now with the details on this new partnership.McKenzie, >> hey Frank. So, Amazon now on pace for its biggest back-to-back gains in three years after announcing that it signed a 38 billion deal with Amazon Web Services and will immediately begin accessing Nvidia GPUs through the Amazon ...

Core Insights - Amazon has reached a new record high following a significant partnership with OpenAI, marking a pivotal moment in the tech industry [1][4] - The partnership involves a $38 billion deal with Amazon Web Services, allowing OpenAI to access Nvidia GPUs through Amazon's cloud services [2][3] - This collaboration signifies a strategic shift for OpenAI, moving away from its previous exclusive relationship with Microsoft, which had been its cloud provider until recently [2][3] Company Developments - Amazon is on track for its largest back-to-back gains in three years, driven by the announcement of the partnership with OpenAI [2] - The deal includes plans for Amazon to construct new data centers specifically for OpenAI, enhancing the latter's infrastructure capabilities [3] - Amazon is projected to achieve over $200 billion in revenue for Q4, potentially becoming the first company to reach this milestone [3] Market Impact - Following the announcement, Amazon's shares increased by approximately 5%, reflecting positive market sentiment [4]

Market Overview - The A-share market opened lower on November 4, with the Shanghai Composite Index down 0.05%, the Shenzhen Component down 0.52%, and the ChiNext Index down 0.46% [1][2]. Sector Performance - The cross-strait integration concept stocks saw a collective rise, with sectors such as virtual power plants, engineering machinery, and banks performing actively. In contrast, sectors like precious metals, innovative pharmaceuticals, and robotics experienced significant declines [3][4]. Notable Stocks - In the Hong Kong market, major indices rose, with Baidu Group increasing over 5%, and Huahong Semiconductor, Tencent Music, and SMIC each rising over 2% [5][6]. - Specific stocks in the cross-strait integration sector showed strong performance, including: - Zhangzhou Development surged to a 10.05% increase - Pingtan Development and Fujian Cement also reached their daily limit of 10% [7][8]. Electric Grid Equipment Sector - The electric grid equipment sector experienced an initial surge, with Zhongneng Electric hitting a 20% limit up, and Sifang Co. also reaching its limit. Other companies like Xinlian Electronics, Kelun Electronics, and Beijing Keri followed with gains [10][11][12]. Policy Announcement - On November 3, the National Immigration Administration of China announced ten measures to enhance immigration and exit-entry management services, including nationwide processing for mainland residents applying for travel permits to Taiwan [9].

来源：环球网 【环球网科技综合报道】11月4日消息，据外媒The Verge及多家媒体报道，包括万代南梦宫、Square Enix（SE）、东映动画在内的日本头部内容企业，于近日联合成立"内容海外分发协会"（Content Overseas Distribution Association，简称CODA），并正式向OpenAI发出声明，要求其立即停止使用协会 成员的创意作品训练AI视频生成工具Sora 2。 CODA指出，OpenAI于2025年10月发布的Sora 2视频生成模型，能够生成与日本经典动漫、游戏角色及 场景高度相似的视频内容。例如，社交媒体上已出现大量模仿《龙珠》《鬼灭之刃》《宝可梦》等IP的 AI生成视频，甚至涉及已故名人形象"复活"争议。协会成员认为，此类行为不仅侵犯原创版权，更对日 本文化产业的全球影响力构成威胁。 据悉，CODA成员涵盖万代南梦宫、SE、东映、Cygames、讲谈社、集英社等36家日本顶尖游戏、动 漫、出版及影视公司，其总市值占日本文化产业的半壁江山。 CODA在声明中直指Sora 2的"默认训练机制"存在法律漏洞。根据OpenAI此前政策，除非版权所有者主 动选择退出 ...

11月3日，亚马逊网络服务（AWS）宣布与OpenAI建立多年战略合作伙伴关系，AWS将为OpenAI提供 云计算基础设施以支持其人工智能核心工作负载的运营与扩展。根据这项价值380亿美元的新协议，该 协议将在未来七年内持续增长，OpenAI将接入包含数十万英伟达GPU的AWS计算资源，并可扩展至数 千万个CPU，以支持生成式AI模型的快速迭代。 【观网财经丨智能早报 11月4日】 亚马逊与OpenAI签署380亿美元协议 滴滴会员新增免费等待、免费远程调度权益，打车体验新升级 11月3日，滴滴出行官宣会员权益再升级，更新4大打车权益，解决用户在出行时想更快上车、或请司机 多等一会儿等需求。 新增免费等待、免费远程调度、快速应答+分享权益，以及更新免费升舱权益。用户可将滴滴出行App 升级到最新版本后，打开App-我的-会员卡片进入会员页面，查看各权益使用规则。 OpenAI收紧策略，医疗、法律、财务等建议将不再提供 OpenAI更新使用政策，ChatGPT不再协助提供需要持牌人士才能给出的专业建议，包括医疗、法律和财 务等高风险领域；此次政策收紧主要源于法律风险上升、全球合规压力增大以及ChatGPT使用日 ...