VONNIE: IT IS 5:00 A. M. IN NEW YORK -- IN NEW YORK CITY.LET US GET YOU SET UP FOR THE DAY. A RECORD-BREAKING FUNDING GROUND. OPENAI SAID TO BE FINALIZING A DEAL LIKELY TO BRING IN MORE THAN 100 BILLION DOLLARS.GEOPOLITICAL UNEASE. OIL HOLDING ONTO GAINS AFTER ITS BIGGEST DAILY JUMP SINCE OCTOBER ON CONCERNS OF A U.S. INTERVENTION AND IRAN. THE LATEST FED MINUTES REVEAL OFFICIALS WARY OF RATE CUTS WITH EVENS -- WITHOUT SUGGESTING A HIKE IF INFLATION REMAINS HIGH.WE SAW A RALLY YESTERDAY, SLIGHTLY CUT OFF AT ...

硅谷大佬拒绝握手 印度AI峰会"槽点"不断 惠晓霜 林芮竹 正在印度举行的人工智能影响力峰会频现"大型翻车现场"，继有当地大学拿中国产机器狗冒充自主研发 成果引发群嘲后，19日会场又现尴尬一幕：在印度总理莫迪出席的场合，两名与会嘉宾在合影环节拒绝 握手。 【硅谷大佬"不对付" 合影"掉链子"】 两人拒绝握手在社交媒体引发热议，有人评论说："萨姆·奥尔特曼和达里奥·阿莫代伊拒绝握手，却举起 了拳头，这真是尴尬一刻。" 【峰会问题频出 盖茨"临阵"缺席】 峰会16日在新德里揭幕，为期五天，由印度电子和信息技术部主办，号称"有史以来规模最大"。然而， 峰会上风波不断。 19日，峰会展区突然对公众关闭，引发参展企业不满。美国微软公司创始人比尔·盖茨原定当天在峰会 上发表主旨演讲。然而，他的基金会当天早些时候发表声明称，盖茨将不出席峰会。该基金会一名高管 将代表他发言。据路透社报道，盖茨的退出与他被牵扯进爱泼斯坦案有关。 峰会期间的交通混乱亦引发不满。社交媒体上流传的视频显示，由于道路封锁且未安排接驳车，与会者 不得不步行数英里前往会场。印度反对党国大党发言人帕万·凯拉嘲讽说："让工程师们走那么远的 路……同时却在抱怨 ...

Core Insights - Nvidia's stock experienced a decline on Thursday, but there is potential optimism stemming from a report regarding OpenAI's fundraising plans [1] Company Summary - Nvidia's stock performance is currently under pressure, indicating a potential short-term challenge for the company [1] - The report about OpenAI's fundraising could positively influence investor sentiment towards Nvidia, suggesting a possible rebound in stock value [1] Industry Summary - The developments in OpenAI's fundraising efforts may have broader implications for the tech industry, particularly in the AI sector, which is closely linked to Nvidia's business [1]

Group 1 - The core event highlighted a moment of tension between major AI companies, Google and OpenAI, during a public appearance with Indian Prime Minister Modi [2] - During the event, both CEOs, Sundar Pichai and Sam Altman, along with Anthropic's CEO, appeared reluctant to engage in physical contact, opting instead to raise their fists [2] - This incident has been interpreted by some observers as a symbol of a "cold war" in the artificial intelligence sector [2]

作为全球领先的企业技术服务提供商，TCS将面向全球市场推出基于OpenAI技术的相关服务，双方还 将合作为印度青年提供AI培训与相关资源。 塔塔集团内部数千名员工，将获得企业版ChatGPT的使用权限。 据报道，OpenAI新一轮融资的首期阶段已接近完成，本轮融资规模有望突破1000亿美元，创下史上最 大规模融资纪录，为这家初创企业开发AI工具提供充足资金支持。 目前，OpenAI首席执行官萨姆·奥尔特曼正在印度出席一场AI峰会。为在AI领域与谷歌(GOOGL.US)、 Anthropic等竞争对手争夺领先地位，他正牵头在全美及全球范围内大规模推进数据中心建设。OpenAI 曾宣布将通过"星际之门"项目投资5000亿美元，如今这一规划已扩容至1.4万亿美元。 在印度市场，OpenAI与TCS还将联手为特定行业打造智能体解决方案。这类AI服务可在特定场景下自 主运行，减少对人工干预的依赖。 智通财经APP获悉，OpenAI正与印度塔塔集团在人工智能(AI)领域展开合作，其中包括建设有望成为印 度规模最大的数据中心基础设施之一。 目前正筹备超1000亿美元融资的OpenAI，将与塔塔集团及其技术服务子公司塔塔咨询 ...

本周，全球人工智能企业高管与多国领导人齐聚印度，出席一场重要人工智能峰会。 以下是在新德里举办的印度 AI 影响力峰会期间达成的所有重大合作项目一览： 印度信实工业与 Jio 将投资 1100 亿美元 印度亿万富翁、信实工业董事长穆克什・安巴尼周四宣布，综合企业信实工业及其电信子公司 Jio 将在 未来七年投资1098 亿美元，用于建设人工智能与数据基础设施。 印度阿达尼集团承诺到 2030 年投入 1000 亿美元建设 AI 数据中心 业务涵盖港口至能源领域的阿达尼集团周二表示，将在2035 年前投资 1000 亿美元，建设由可再生能源 供电的人工智能数据中心。 阿达尼称，这笔投资预计将带动服务器制造、主权云平台等相关产业额外投入 1500 亿美元。 该集团表示，整体有望在十年内在印度打造规模达2500 亿美元的人工智能基础设施生态。 微软到 2030 年将向 "全球南方" 投资 500 亿美元 微软周三表示，预计到 2030 年底前投资500 亿美元，助力 "全球南方" 各国拓展人工智能应用。 该公司去年已宣布在印度进行175 亿美元的人工智能相关投资。 印度数据中心企业 Yotta 承诺投资 20 亿美 ...

Group 1 - A-shares are presenting structural opportunities amidst fluctuations, with public funds initiating a new round of investments in sectors like artificial intelligence, semiconductors, and consumption due to moderate economic recovery and accelerated industrial upgrades [1] - The manufacturing investment and A-share capital expenditure contraction are driving supply-demand rebalancing, providing support for corporate profits, while fiscal changes in special bonds will impact A-share pricing [2] - The market is expected to continue attracting significant incremental capital inflows in 2026, with major contributions from insurance funds and financing, while individual investors are primarily high-net-worth individuals with high-risk preferences [2] Group 2 - The AI sector is a focal point for public fund strategies, with expectations for continued strong performance in the AI industry chain in the first half of 2026, driven by breakthroughs in AI model capabilities and significant growth in annual recurring revenue from AI-native applications [4] - The semiconductor industry is experiencing rapid changes driven by AI large models, with a focus on domestic production and R&D, while non-AI semiconductor sectors may face pressure [5] - The consumption sector is anticipated to see a resurgence in investment opportunities in 2026, driven by the release of wealth effects and an upgrade in high-end and service consumption demands [5]

OpenAI CEO Sam Altman says we should remain “humble” about what we still don’t know about superintelligence.He pointed to the uncertainty around how the technology could be used by totalitarian governments while speaking at India's AI summit: https://t.co/nCcJlggj75 https://t.co/zIvbyKTVjU ...

Sam Altman and Dario Amodei, CEOs of rivals OpenAI and Anthropic, refused to hold hands at an AI summit in India.The two tech chiefs were positioned next to each other in a lineup of business and political leaders, and instead stood with their hands in the air and avoided eye contact https://t.co/GIItJ5hu7f ...

Market Overview - Major U.S. stock index futures are showing slight declines, with Dow futures down 0.12%, S&P 500 futures down 0.08%, and Nasdaq futures down 0.04% [1] Semiconductor Sector - Storage chip stocks are experiencing a pre-market rally, with SanDisk and Micron Technology both rising over 1% [2] Nvidia Developments - Nvidia's CEO Jensen Huang announced that the company has prepared several unprecedented new chips for GTC 2026, emphasizing the challenges of technological limits but expressing confidence in their engineering team [2] - Nvidia has sold its remaining 1.1 million shares of Arm Holdings, valued at approximately $156 million, while still holding a 20-year technology license from Arm [2][4] Meta Platforms - Meta has restarted its "Malibu 2" smartwatch project, which is expected to launch in 2026 with health tracking features and an integrated Meta AI assistant [2] OpenAI Financing - OpenAI is nearing the completion of a new funding round expected to exceed $100 billion, with a projected overall valuation surpassing $850 billion, up from an initial estimate of $830 billion [3] Rio Tinto Performance - Mining giant Rio Tinto reported a 2025 earnings forecast of $10.87 billion, slightly below market expectations of $11.03 billion, with EBITDA down 11% year-over-year due to declining iron ore prices [3] eBay Financials - eBay's Q4 2025 earnings exceeded expectations, with revenue of $3 billion, a 15% year-over-year increase, and an adjusted EPS of $1.41, surpassing the anticipated $1.35. The company also announced a $1.2 billion acquisition of Depop from Etsy [4] Silver Stocks - Silver stocks are showing strength, with Pan American Silver up over 4% and Hecla Mining rising nearly 2% [5] Google and Sea Partnership - Google and Southeast Asian tech group Sea have announced a strategic partnership to develop AI tools for Sea's e-commerce and gaming products, including an AI Agent shopping prototype for Shopee [5]