Market Overview - The US stock market experienced a collective decline on August 5, with the Dow Jones down 0.14% to 44,111.74 points, the S&P 500 down 0.49% to 6,299.19 points, and the Nasdaq Composite down 0.65% to 20,916.55 points [1][2]. Economic Indicators - The ISM reported that the US services PMI for July was 50.1, below market expectations of 51.5 and the previous month's 50.8, indicating near stagnation in service sector growth [2][3]. - Employment indicators fell from 47.2 to 46.4, marking a low point since the COVID-19 pandemic [2]. - The prices for materials and services rose to 69.9, the highest since October 2022 [2]. Policy and Regulatory Environment - The report highlighted challenges for the Federal Reserve, as rising price indices contrast with weakening activity and employment metrics [3]. - New tariff announcements from former President Trump, including a "small tariff" on imported drugs that could rise to 250%, are expected to impact market sentiment [3]. Company Performance - Major tech stocks mostly declined, with Nvidia down 0.97%, Microsoft down 1.47%, and Meta down 1.66%. Amazon was an exception, rising by 0.99% [4][5]. - Palantir's stock surged by 7.85%, reaching a market cap exceeding $400 billion, following a quarterly revenue report that surpassed $1 billion, a 48% year-over-year increase [5]. Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.56%, with mixed performances among popular Chinese stocks [7]. Company News - OpenAI, Google, and Anthropic have been approved as AI suppliers for the US government, which is expected to accelerate the adoption of AI tools in federal operations [8][9]. - Coinbase announced plans to issue $2 billion in convertible bonds to raise funds for stock buybacks and debt repayment [10]. - AMD reported a second-quarter net profit of $781 million, a 31% year-over-year decline, with revenues of $7.69 billion, a 32% increase [11]. - Supermicro's fourth-quarter net sales were $5.76 billion, below analyst expectations, with a projected fiscal year 2026 net sales of at least $33 billion [12]. - Lucid reported a second-quarter adjusted loss of $632.1 million, with revenues of $259.4 million, a 29% increase year-over-year [13].

Open AAI has delivered on their promise to release a state-of-the-art open-source model. This is GPTOSS. It comes in two sizes, a 120 billion parameter version and a 20 billion parameter version.These are state-of-the-art openweight language models. Open weight. So, not just open- source, but they are actually releasing the weights to these models.Now, for some benchmarks, here is the code forces competition. Now the 120 billion parameter version with tools scores a 2622. That is compared to 03 a frontier m ...

8月6号，真的今夕是何年了。 一晚上，三个我觉得都蛮大的货。 先是晚上10点，Google发了一个世界模型（但期货），Genie 3。 这个非常的强，我看的热血沸腾，我这两天也会单独写一篇文章，来聊聊这个玩意，真的，作为一个这么多年的游戏和VR玩家，看到Genie 3非常的激 动。 然后就是12点半，Anthropic突然就发布了Claude Opus 4.1，在编程能力上继续进化。 这节奏，感觉就是来狙击OpenAI的。 然后，重头戏来了。 凌晨1点，OpenAI在GPT-2后，在整个ChatGPT世代，官宣发布了他们的第一个开源模型，GPT-oss。 真的，不眠之夜。 直接来聊聊GPT-oss。 很强，非常强，OpenAI终于干了点人事。 也就是说，20B模型的大小就12.8GB ，最低只要16GB内存就能跑，我这个破壁5080的16G卡，也能本地跑的动了20B的gpt-oss了。 GPT-oss一共开源了两款模型，120B和20B，都是MoE，纯文本、非多模态的推理模型， Apache 2.0 许可，也就是最宽松的那种，你随便用 。 | Model | Layers | Total Params | A ...

而这次的名字也是非常的直接，gpt-oss，即Open Source Series，意思就是"开源系列"。 它们的亮点如下： 并且它俩均采用Apache 2.0许可证，允许商用无需付费或授权。 从性能角度来看，gpt-oss已经达到了开源模型里推理性能的第一梯队，但在代码生成和复杂推理任务中仍略逊于闭源模型（如GPT-o3和 o4-mini）。 gpt-oss-120b ：1170亿参数（MoE架构，激活参数约51亿），可在单张80GB GPU上运行，性能接近闭源的o4-mini。 gpt-oss-20b ：210亿参数（Moe架构，激活参数约36亿），可在16GB内存的消费级设备上运行，性能接近o3-mini。 金磊 发自 凹非寺 量子位 | 公众号 QbitAI 没能等到GPT-5，但OpenAI在深夜却 很突然地open了一下 —— 开源两个推理模型： gpt-oss-120b 和 gpt-oss-20b 。 要知道，上一次OpenAI开源模型还是6年前，也就是2019年的GPT-2。 | | gpt-oss-120b | gpt-oss-20b | OpenAl o3 | OpenAl o4-mini ...

your inherent ability already is like one part of the ven diagram and then the other part is just something weird. It's literally just like where does your interest come from. Like I'm really taken by to what degree both open AAI and SpaceX for instance were you know the genesis came from like interest and a hunch and just like not really any commercial intent and yet coming out the other side that was enough to attract the smartest people in the world, attract capital and then really create the most enduri ...

Core Insights - Advanced Micro Devices (AMD) reported fiscal second quarter earnings that missed estimates, leading to a 5% decline in stock price during extended trading [1] - AMD's net income for the quarter was $872 million, or 54 cents per share, a significant increase from $265 million, or 16 cents per share in the same period last year [2] - AMD expects sales of $8.7 billion for the current quarter, exceeding previous earnings expectations of $8.3 billion [1] Financial Performance - AMD's adjusted gross margin was 43%, which would have been 54% without the impact of export control costs [6] - Revenue for AMD's data center segment reached $3.2 billion, up 14% year-over-year [6] - The Client and Gaming segment saw a 69% increase in revenue, driven by strong demand for AMD's latest desktop CPUs, with gaming revenue alone at $1.1 billion, up 73% year-over-year [7] Market Position and Strategy - AMD is the second-largest manufacturer of graphics processing units (GPUs) for artificial intelligence, following Nvidia, which dominates the market [3] - Major AI customers like Meta and OpenAI are increasingly considering AMD as an alternative to Nvidia's expensive chips, particularly for inference applications [3] - AMD announced new AI chips, the MI400, expected to launch next year, with OpenAI's CEO committing to using these GPUs [4] Regulatory Challenges - AMD faced export controls on some AI chips, notably the MI308, which previously cost the company $800 million in the June quarter [5] - The company anticipates resuming shipments of the MI308 after receiving indications of potential waivers from the Trump administration [5]

RT Muskonomy (@muskonomy)🚨BREAKING: Grok by xAI is dominating the new Kaggle AI Game Arena ♟️In the first ever AI chess tournament, Grok is ranked #1 beating models from OpenAI, Google, Anthropic, and more. https://t.co/kboiJaHAjg ...

For the first time, OpenAI models are available on AWS | TechCrunch https://t.co/jpsEyJQubm ...

Altman称，这两款模型可在个人电脑（PC）甚至手机上本地运行，无需互联网连接，为用户提供完全的控制权和隐私保护。 同时，亚马逊宣布将首次向客户提供OpenAI的模型，计划在其Bedrock和SageMaker平台上提供OpenAI的开放AI权重新模型。这是云计算巨头亚马逊首次提 供OpenAI的产品。 gpt-oss-20b和120b的发布标志着OpenAI战略转向的重要节点，此前该公司多次推迟开放权重模型发布，并进行了广泛的安全测试和评估，以确保模型不被恶 意利用。 所谓的开放权重是介于开源和闭源的一种中间形态，意味着企业和政府机构可以自主运行该模型，因为他们可以查看模型的权重并进行修改。而开源的情况 下，用户可以查看模型的源代码组成，有时包括训练和权重分配方式。 OpenAI向开源模型迈出重要一步：六年来首次推出开放权重模型。 美东时间8月5日周二，OpenAI发布了两个开放权重语言模型gpt-oss-120b和gpt-oss-20b。这是OpenAI自2019年推出GPT-2以来首次发布开放权重模型，也是 OpenAI与微软签署独家云服务协议六年来问世的首批此类模型。 评论认为，OpenAI的新模型 ...

Look, I want to go into the broader picture. First and foremost, we are anticipating semiconductors to be in the eye of the storm when it comes to localized tariffs. How much is that impacting the future of companies wanting to import.Well, that's a great question, Carol, because the administration, while it has spared chips imports from the country bycountry tariffs, we are now expecting Donald Trump to sign an order in the next week or so putting tariffs on semiconductors as a category uh no matter the po ...