Group 1: OpenAI Valuation and Funding - OpenAI's new funding round is expected to exceed $100 billion, potentially raising its overall valuation to over $850 billion, a 70% increase from the end of last year [1][2][8] - The pre-money valuation of OpenAI is expected to remain at $730 billion, with projections estimating a valuation of around $500 billion by the end of 2025 [2][8] - Major strategic investors in this funding round include Amazon, SoftBank, Nvidia, and Microsoft, with expected contributions nearing $100 billion [2][3][9] Group 2: Partnerships and Infrastructure Development in India - Tata Group has formed a strategic alliance with OpenAI to build AI infrastructure in India, enhancing productivity and innovation through the use of OpenAI's enterprise-level tools [4][11] - Tata Consultancy Services (TCS) plans to develop AI infrastructure with an initial capacity of 100 megawatts, expandable to gigawatt levels, to support next-generation AI workloads [11][12] - Reliance Industries announced a $109.8 billion investment over the next seven years for AI and data infrastructure, addressing the current challenges of computing power shortages in India [6][13] - Adani Group plans to invest $100 billion by 2035 to create AI-ready data centers powered by renewable energy, aiming to position India favorably in the global AI competition [6][13]

【市场动态】 ①美股三大股指期货集体走弱，截至发稿，道指期货跌0.25%，标普500指数期货跌0.27%，纳指期货跌 0.4%； ②欧股主要股指集体走弱，德国DAX指数跌破25000点，日内跌1.17%；英国富时100指数跌0.82%，意 大利富时MIB指数跌1.61%，法国CAC40指数跌0.91%； 来源：第一财经 【时政新闻】 ①美联储货币政策会议纪要：多位与会者表示如果通胀按其预期下降，进一步降息很可能将是合适的； ②美国上周初请失业金人数为20.6万人，前值为22.7万人； ③韩国前总统尹锡悦涉嫌发动内乱案一审被判处无期徒刑； ④德国总理默茨表示有意寻求连任； ⑤美官员称美军应在3月中旬前完成中东军事部署； 【公司新闻】 ①三星据悉就HBM4约700美元的定价进行谈判； ②OpenAI最新一轮融资总额预计超1000亿美元。 (本文来自第一财经) ...

What would have been a moment of united commitment to global tech innovation at the ongoing India AI Impact Summit instead proved an awkward one: When Prime Minister Narendra Modi prompted speakers at the event to join hands and raise them in a show of solidarity, all executives onstage obliged — except OpenAI’s Sam Altman and Anthropic’s Dario Amodei, who held their hands noticeably apart. As leaders of the two foremost labs in the AI race, it goes without saying that Altman and Amodei are fierce comp ...

Group 1 - A Chinese research team has developed an AI medical system called DeepRare [1] - Zhongke Shuguang SothisAI has integrated with Zhizhu GLM-5 and Qwen3.5 [2] - Ant Group's subsidiary plans to release the enterprise version of the Bailing large model [3] Group 2 - Taichu Yuangqi has completed deep adaptation for both Zhizhu GLM-5.0 and Alibaba's Qianwen open-source models [4] - The national version of "OpenClaw" has been announced by NetEase Youdao LobsterAI, which aims to activate an innovative ecosystem for agents [5] - OpenAI's latest round of financing is expected to exceed $100 billion [6]

2、美国三大股指期货集体下跌，道指期货跌0.25%，标普500指数期货跌0.22%，纳斯达克100指数期货 跌0.36%； 3、欧股普跌，富时意大利MIB指数跌超1%，欧洲斯托克50指数、德国DAX30指数跌近1%，英国富时 100指数跌0.6%，法国CAC40指数跌0.8%； 4、美股存储概念股盘前小幅上涨，闪迪涨in2%，西部数据涨2%。存储行业今日再传利好：有消息称三 星电子正就新一代HBM4芯片展开价格谈判，报价较上代产品高出最多30%，达到约700美元； 5、沃尔玛盘前跌3%，发布谨慎的盈利预测； 6、Hims & Hers盘前涨约7%，斥资超10亿美元收购Eucalyptus； 8、特斯拉官网周三发布的数据表明，FSD监督版已累计行驶超过82亿英里，其中超过30亿英里是在城 市驾驶条件下行驶的； 7、DoorDash盘前大涨近10%，公司因收购Deliveroo，Q1营收实现强劲增长； 9、空客2025财年营收734.2亿欧元，同比增长6%；净利润52.21亿欧元，同比增长23%；每股收益6.61欧 元； 格隆汇2月19日｜1、OpenAI传出即将完成新一轮融资的第一阶段，预计融资额将超过1000 ...

Core Insights - OpenAI is reportedly nearing the completion of the first phase of a new funding round, expected to exceed $100 billion, marking one of the largest financing deals in tech history [1] - The funds will be utilized for significant investments in AI infrastructure and expanding product offerings, with plans to invest trillions of dollars in infrastructure [1] - The overall valuation of OpenAI may surpass $850 billion, higher than the previously anticipated $830 billion, if the final fundraising amount is included [1] - The first phase of this fundraising is expected to come primarily from strategic investors, including Amazon, SoftBank, NVIDIA, and Microsoft [1]

Morning Minute: OpenAI and Paradigm Turn Focus to Smart Contractshttps://t.co/WZwoOHeAb0 ...

Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. Subscribe to the Morning Minute on Substack. GM! Today’s top news: Crypto majors fall 1-2% amidst Iran escalations; BTC at $66.6k Coinbase’s Base announced it’s dropping the OP stack for its own unified client (OP -23%) Brian Armstrong called the looming quantum risk a “solvable issue” for crypto Hyperliquid launched its Hyperliquid Policy C ...

>> NEWSMAKERS AND MARKET MOVERS, THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING, EVERYONE, AND WELCOME TO "THE PULSE," I’M FRANCINE LACQUA IN LONDON. THE LATEST SHOWS FED OFFICIALS WERE WEARY OF CUTTING INTEREST RATES WHEN MEETING LAST MONTH.OFFICIALS SAY HIKES COULD BE NEEDED IF INFLATION PERSISTS PUTTING IT AT ODDS WITH PRESIDENT TRUMP WHO REPEATED BY CALLED FOR LOWER RATES. HERE TO DISCUSS THE RATE OUTLOOK AND A. I.BOOM, JIM REID, AT. DON: BANK AND THE GLOBAL HEAD OF INVESTING AT BLACKR ...

本周备受瞩目的印度人工智能影响峰会（India AI Impact Summit）开幕之际，比尔-盖茨（Bill Gates） 成为争议焦点，关于其计划发表主题演讲的猜测不断升温，最终以他在最后一刻退出告终。 这一戏剧性事件发生之际，这位微软联合创始人因其与已故金融家、性犯罪者杰弗里-爱泼斯坦 （Jeffrey Epstein）的昔日关系而受到公众强烈反对——两人多年来的通信细节在美国司法部上个月公 布的文件中曝光。 盖茨基金会（印度）周四表示，这位亿万富翁将不会出席此次峰会，"经过仔细考虑，并为了确保焦点 始终是人工智能峰会的关键优先事项"，他将会由基金会的另一名代表替代。 这一官方声明为本周早些时候开始的一场反复拉锯的闹剧画上了句号。当时印度当地媒体指出，盖茨的 名字已从峰会的部分公开材料中移除。 印度官方消息人士随后向媒体透露，盖茨预计不会出席此次活动。然而，盖茨基金会在周三发布了矛盾 的信息，坚称他将"按计划"参会，但后来又改变了态度。 周二，在被问及这一争议时，印度信息技术部长阿什维尼-瓦什瑙（Ashwini Vaishnaw）告诉记者，盖茨 是否出席将取决于"个人选择"，并补充说他"无需置评"。峰 ...