深圳商报·读创客户端首席记者 陈小慧 最近，OpenAI首席执行官山姆·奥特曼和特斯拉首席执行官马斯克在社交平台"X"上又吵起来了。 起因是关于"特斯拉Roadster"的交付。山姆·奥特曼先是发帖吐槽预订多年的特斯拉Roadster未交付且退款不畅。 奥特曼附上三张截图写道：这是一个"三幕故事"。第一张图是他在2018年7月11日下了预订的订单截图；第二张截图显示他申请退款的情况；第三张截图显 示他申请退款的邮件发送失败，因为特斯拉当初接受预订的邮箱地址现在已经不可用了。 自此，两人之间的"火药味"逐渐浓了起来。马斯克直接指控奥特曼："你偷走了一个非营利组织。" 奥特曼回应："我帮助你把原来以为已经夭折的组织，变成了有史以来规模最大的非营利组织。你比任何人都要清楚，要实现这一点，需要像OpenAI现在这 样的架构。" 奥特曼还吐槽马斯克称："你还想让特斯拉收购OpenAI，这根本不是一个非营利组织。你说我们的成功率为0%。现在你们拥有一家很棒的人工智能公司，我 们也有。我们难道不能都翻过这一页吗？" 记者注意到，这已经不是马斯克和山姆·奥特曼第一次互相攻击了，两人之间的"战火"由来已久。2015 年，马斯克 ...

Group 1 - Yang Guofu's mung bean sprouts are priced at 2.88 yuan for 50g, equating to 28.8 yuan per kilogram, which is significantly higher than Sam's Club's organic mung bean sprouts priced at 9.9 yuan for 600g, or 8.25 yuan per kilogram [5] - Many hot pot restaurants price their vegetables above 25 yuan per kilogram, with some premium items reaching as high as 100 yuan per kilogram [5] - Yang Guofu's hot pot stores have a uniform pricing of 26.8 yuan per kilogram for both meat and vegetables, while Zhang Liang's hot pot store charges 25.8 yuan per kilogram [5] Group 2 - Vanke announced a loan framework agreement with its major shareholder, Shenzhen Metro Group, for a maximum loan of 22 billion yuan, aimed at repaying bonds and interest [7] - Vanke reported a third-quarter revenue of 56.07 billion yuan, a year-on-year decline of 27.3%, and a net loss attributable to shareholders of 16.07 billion yuan, a 98% increase in losses compared to the previous year [7] Group 3 - Starbucks announced a joint venture with Boyu Capital to operate its retail business in China, with Boyu holding up to 60% of the joint venture [10] - The new joint venture will manage and operate approximately 8,000 Starbucks stores in China, with plans to expand to 20,000 stores in the future [10] Group 4 - Xiaomi's former executive Wang Teng announced his departure from the mobile industry to explore opportunities in the technology and health sectors [9] - The "2025 New Quality Productivity AI + Medical Innovation Application Competition" was held in Shanghai, focusing on AI applications in preventive medicine and chronic disease management [9] Group 5 - OpenAI signed a strategic partnership with Amazon Web Services (AWS) worth $38 billion to provide cloud computing infrastructure for its AI operations [23] - Microsoft plans to invest nearly $8 billion in AI cloud infrastructure in the UAE by 2029 [23]

本周伊始，市场再次传来多笔重磅交易消息，亚马逊宣布与OpenAI达成380亿美元算力供应合作，微软 宣布加码投资中东，并与云服务提供商IREN签订合约。 #亚马逊与OpenAI签署380亿美元算力供应协议#【科技巨头AI交易火热：#微软加码投资阿联酋#，亚马 逊与OpenAI签下大单】上周，科技七巨头中的五家公司公布财报，涉及人工智能和数据中心投资的资 本支出规模受到了广泛关注，英伟达市值突破5万亿美元，在距离业绩披露还有一个月之际已经成为本 财报季市值增加最大的标的。 微软周一宣布，将加大对阿联酋的投资力度，计划到2030年将在阿联酋的总投资规模提升至152亿美 元。 ...

Ilya备忘录还是被马斯克转发出来了！ 这份10月1日就记录在案的备忘录，简直复杂且幼稚得到难以想象。 AI圈子最顶尖天才、OpenAI的创造者们，在宫斗方面也复杂到一言难尽。 Ilya的证词描绘了一个比任何人愿意相信的更阴暗的奥特曼形象：这份52页的备忘录，指控他撒谎、破坏高管、挑拨离间。 但在这些复杂且幼稚的手段面前，奥特曼是为了什么？钱吗？ | 9 | | wrong word because it didn't seem feasible. | | 45 | | rired -- and to nave Greg rired? | | | --- | --- | --- | --- | --- | --- | --- | --- | | 3:09 10 | Q .. | It didn't seem feasible? | | 24 | | Do you see that? | | | II | A. | It was not feasible prior; so I was not | | 3 25 | I do see that. A. | | | | 12 | planning. | | | | ...

Market Overview - Major global stock indices showed mixed performance, with the Dow Jones Industrial Average down by 226.19 points (-0.48%) at 47,336.68, while the Nasdaq rose by 109.76 points (0.46%) to 23,834.72 [1] - The S&P 500 increased by 11.77 points (0.17%) to 6,851.97, and the European Stoxx 50 gained 17.21 points (0.30%) to 5,679.25 [1] - Asian markets also displayed positive trends, with the Nikkei 225 up by 1,085.73 points (2.12%) at 52,411.34 and the Hang Seng Index rising by 251.71 points (0.97%) to 26,158.36 [1] Federal Reserve Policy Statements - Federal Reserve officials expressed differing views on monetary policy, with Milan advocating for a 50 basis point rate cut, citing that current neutral rates are significantly lower than present levels and warning of increased economic risks due to prolonged tightening [2] - Cook indicated that a rate cut could be possible in December, emphasizing that employment risks outweigh inflation concerns as the labor market shows signs of cooling [2] U.S.-China Trade Relations - U.S. Treasury Secretary stated that additional tariffs on China may be considered if China continues to block rare earth exports, while China’s Foreign Ministry emphasized dialogue and cooperation as the solution to trade issues [3] - The U.S. Treasury Department projected a borrowing estimate of $569 billion for Q4, a decrease of $21 billion from previous estimates, primarily due to higher-than-expected cash balances [3] Corporate Developments - Amazon Web Services (AWS) signed a $38 billion computing power agreement with OpenAI, which will utilize NVIDIA GPU resources for a seven-year period [4] - Alphabet plans to raise approximately $15 billion through a dollar bond issuance, with proceeds aimed at general corporate purposes, including debt repayment [4] - Microsoft announced a $15.2 billion investment in the UAE, focusing on expanding data centers and cloud facilities in collaboration with local AI firms [5] - Pfizer filed an antitrust lawsuit against Novo Nordisk to block its $9 billion acquisition, alleging that the deal would stifle competition in the weight loss drug market [6] - Australian company Iren signed a $9.7 billion GPU cloud service contract with Microsoft, becoming its largest customer [7] - Starbucks reached an agreement with Boyu Capital to form a joint venture, with Starbucks retaining 40% equity in its China operations, which are valued at over $13 billion [8]

在美国，数据中心对推动人工智能热潮的重要性日益凸显。微软、亚马逊、谷歌等科技巨头正投入数百 亿美元建设大型新设施，以容纳训练和运行人工智能模型所需的数千个GPU。然而，数据中心的快速扩 建也带来了一系列压力，包括用于数据处理的GPU供应短缺，以及运行这些设施所需的电力供应问题。 上周，科技七巨头中的五家公司公布财报，涉及人工智能和数据中心投资的资本支出规模受到了广泛关 注，英伟达市值突破5万亿美元，在距离业绩披露还有一个月之际已经成为本财报季市值增加最大的标 的。 本周伊始，市场再次传来多笔重磅交易消息，亚马逊宣布与OpenAI达成380亿美元算力供应合作，微软 宣布加码投资中东，并与云服务提供商IREN签订合约。 微软加码投资阿联酋，扩建美国数据中心 微软周一宣布，将加大对阿联酋的投资力度，计划到2030年将在阿联酋的总投资规模提升至152亿美 元。 这笔投资包括向AI企业G42注资15亿美元（股权融资），以及投入超55亿美元资本开支，用于扩建微软 在该地区的AI与云基础设施项目。微软总裁史密斯（Brad Smith）在阿布扎比举行的国际石油技术会议 （ADIPEC）上表示，"正是技术、人才与信任的结合，让 ...

以下文章来源于卫诗婕 商业漫谈 ，作者卫诗婕 卫诗婕 商业漫谈 . 职业作者卫诗婕记录商业史和我们的时代。虎嗅2024年度作者、小宇宙2024年度新播客、微博2024 商业洞察奖、金字节奖年度新锐作者、网易非虚构文学奖年度作者，全球TSA中文报道十佳。曾任《极 客公园》执行总编。代表作：《ofo的终场战事》 本文来自微信公众号： 卫诗婕 商业漫谈 ，作者：卫诗婕，对话嘉宾：嘉宾：Kenneth Stanley 、 Joel Lehman （前 OpenAI 、现 Lila 科学家，《为什么伟大不能被计划》作者），头图来自：视觉 中国 在经历了漫长的等待和难产后，8月8号，GPT-5 终于发布了。 还是有不少国内的媒体将它称作"史上最强的基础模型"，但实际上，外网关于GPT-5 的质疑声却很 汹涌——发布会的内容中，出现了伪科普和演示乌龙， GPT-5 的性能进展在一些人看来，远未及预 期。 在这个节点，我对话了OpenAI 的两位前科学家：Kenneth Stanley 和 Joel Lehman；他们曾亲历前 ChatGPT 时代的 OpenAI ，也是《为什么伟大不能被计划》一书的作者。 （播客早在9月就 ...

Group 1 - WM Motor announced a potential new product launch and is working on restoring its service network, but employees and customers are expressing dissatisfaction over unpaid wages and service issues [4][5]. - Walmart's Sam's Club, under new leadership from a former Alibaba executive, has faced backlash for changes in its app that resemble Alibaba's features, leading to customer complaints about complexity and confusion [7][8]. - Honor plans to release a new ultra-thin smartphone model, joining competitors like Samsung and Apple in this segment, indicating a trend towards thinner devices in the market [12]. Group 2 - Xiaopeng Motors' CEO predicts that in ten years, only about five major Chinese automotive brands will survive, reflecting a competitive landscape similar to the smartphone industry [13][14]. - ByteDance is piloting a "Doubao stock" incentive plan aimed at attracting and retaining talent in its large model business, indicating a strategic focus on long-term employee engagement [14][15]. - 37 Interactive Entertainment has been fined 32.55 million yuan for information disclosure violations, highlighting regulatory scrutiny in the gaming industry [16]. Group 3 - AI expert Zhou Shuchang has joined Xiaopeng Motors as the Senior Director of Autonomous Driving Algorithms, emphasizing the company's commitment to AI development [18][19]. - Xiaomi's product marketing director has raised concerns about rising storage chip costs, signaling potential challenges in the consumer electronics supply chain [23]. - Geely is reportedly renovating a former GM factory to boost production capacity for its Galaxy model, indicating ongoing expansion efforts in the automotive sector [25][26]. Group 4 - Huawei's HarmonyOS has surpassed 23 million devices, marking a significant milestone in its ecosystem development, although challenges remain ahead [27]. - Long-term stock option vesting rules have been adjusted at Xiaohongshu, reflecting changes in employee compensation strategies within the tech industry [21][22]. - OpenAI's CEO stated that the company's revenue exceeds previous estimates and denied plans for an imminent IPO, indicating a focus on sustainable growth rather than immediate public offering [41][42].

Core Viewpoint - Amazon.com, Inc. has announced a $38 billion multi-year partnership with OpenAI to provide computing infrastructure for AI workloads, leading to a rise in its stock price and an increase in price target by Wedbush analysts [1][5]. Group 1: Partnership Details - The partnership will initially utilize AWS's existing data centers, with plans for Amazon to expand dedicated infrastructure to accommodate future needs [2]. - The entire planned capacity is expected to be operational by the end of 2026, with the partnership designed to grow over the next seven years [3]. Group 2: Financial Implications - Wedbush analysts raised the price target for Amazon stock from $330 to a Street high of $340, indicating a potential 33% upside for Amazon shares [5]. - Amazon's AWS has reached an annual run rate of over $130 billion, with strong year-over-year growth driven by increased demand for AI and core services [4]. Group 3: Market Position and Future Outlook - The partnership with OpenAI is seen as a natural progression following Amazon's recent collaboration with Anthropic, further solidifying its leadership in AI cloud services [3]. - Analysts are optimistic about the demand in the coming quarters, citing backlog growth and a higher capital expenditure guide for 2025 [5].

美联储官员密集发声。 当地时间11月3日（周一），美股三大指数涨跌不一，纳指涨0.46%，标普500指数涨0.17%，道指跌0.48%。亚马逊与OpenAI签署 380亿美元算力供应协议的消息推动公司股价走高，刷新历史纪录。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业平均 | 47336.68c | -226.19 | -0.48% | | IXIC | 纳斯达克指数 | 23834.72c | 109.76 | 0.46% | | SPX | 标普500 | 6851.97c | 11.77 | 0.17% | 当天，多位美联储官员对降息前景发表看法。美联储理事库克表示，12月有可能降息，但将取决于后续新出炉的信息；美联储理 事斯蒂芬·米兰则公开呼吁进行更激进的降息；美联储官员古尔斯比却认为，12月降息的门槛高于10月。 投资者同时密切关注华盛顿动态，目前美国政府仍处于"停摆"状态。此次"停摆"已导致包括月度非农就业报告在内的多项关键经 济数据推迟发布。 在上周与微软签署重组协议后，OpenAI掌门奥特曼 ...