Group 1 - Sea Limited (NYSE:SE) has entered a strategic partnership with Google to develop AI tools for e-commerce and gaming in Southeast Asia [1][2] - The partnership will focus on creating an AI agentic shopping prototype on Sea Limited's Shopee platform, which will enhance user experience by autonomously managing shopping tasks [2][3] - Google's AI will also support game development on Sea Limited's Garena, indicating a broader application of AI beyond traditional uses [2][3] Group 2 - This collaboration aligns with Google's strategy to monetize AI by expanding its applications beyond chatbots, leveraging Sea Limited's dominance in Southeast Asia's e-commerce market [3] - The AI enhancements are expected to provide Shopee with a competitive advantage over its rivals in the region [3]

颠覆传统互联网的免费路径 传统互联网软件的典型路径是先用免费换用户规模，凭借"用户数和时长"换议价权，然后在广告、会员 订阅、增值服务、交易抽佣里变现，免费背后的底层原因无非是边际成本极低。即多一个用户或多一次 点击，成本却可以被带宽与存储规模效应稀释，从而达到近似为零的边际成本。 云计算时代也出现过类似的"先免费/低价再扩张"，但云的计费单位很快变成 CPU/存储/带宽/请求数， 客户也习惯了"按量计费"。云能收费，是因为它交付的是明确的资源和SLA(服务提供商与客户签订的 服务等级协议)。但当行业依旧处在"模型价格战"时，智谱却出现了涨价的信号，这意味着大模型时代 的"计量单位"从流量(DAU/时长)转向Token(推理消耗)，而Token的消耗在越来越多场景里是刚需。 大模型时代的变化：Token变成"可计量的生产资料"，不再是"免费流量" 大模型把"对话/写代码/生成内容"这类看似是由软件供应商提供的服务，变成了强依赖算力的在线推理 服务。对模型厂商而言，每一次回答都要实打实地消耗GPU、显存、带宽与电力；对用户来说，每一 次"让模型多想一会儿、写一段更长的代码、跑一个更复杂的任务"都对应更多Toke ...

Core Viewpoint - As more AI companies consider utilizing Google's chips, the company aims to leverage partnerships with external entities to broaden its market potential [1] Group 1 - The increasing interest from AI companies in Google's chips indicates a growing demand for advanced hardware solutions in the AI sector [1] - Google's strategy involves forming deals with external partners, which could enhance its competitive position in the AI hardware market [1] - The expansion of partnerships may lead to increased revenue opportunities for Google as it taps into the AI industry's growth [1]

2026 年 2 月 18 日，新德里。全球顶级 AI 峰会第一次在发展中国家举办，议题只有一个：怎么让 AI 真 正用出来 Google CEO Sundar Pichai、诺贝尔化学奖得主兼 Google DeepMind CEO Demis Hassabis、Google 负责技 术与社会研究的高级副总裁 James Manyika，三位谷歌核心人物首次同台，谈的不是技术本身，而是技 术之外：现实世界，真的跟得上吗？ 这场对话里，藏着未来五年 AI 真正的变量。 变量一：落地速度，正在拉开行业差距 这几年 AI 进步之快，超出所有人预期。但速度快是一回事，能不能真正落地，是另一回事。 如果说过去几年，AI 在比谁的模型更强；未来五年，要比谁能最快把 AI 用进实际工作里。 谈及印度这十年的数字化跨越，Sundar Pichai 将其定义为一场真正"变革的起点"。AI 不再是某些大厂 的试验品，正在进入最普通的工作场景。医生用它整理病例，农民用它优化农业决策，学生靠它补上理 解上的断层。AI 的价值不再藏在云端，开始落在一个个具体岗位里。 这种从"云端"深入"泥土"的转变，直接投射到了真金白银的商业数据上 ...

It's been a bumpy start to the year for the AI trade as fears about whether massive investments in artificial intelligence will actually pay off permeate markets and weigh on some of the hottest names in the sector. We have Morning Star senior equity analyst Brian Kel who covers the semiconductor industry here to walk us through what it all means. Thank you so much for joining me Brian.>> Hi Sarah, happy to be here. So, I suspect for many investors this kind of ongoing pullback in tech stocks is very top of ...

Core Insights - Meta has revived its smartwatch project, aiming for a release in 2026 with health-tracking features and integrated AI [2][3] - The decision to resume the smartwatch project follows a strategy meeting in 2025 at CEO Mark Zuckerberg's home [3] - Meta is also streamlining its augmented reality (AR) and mixed reality (MR) projects to avoid consumer confusion [7] Smartwatch Development - The smartwatch project was initially shelved in 2022 due to budget cuts in the Reality Labs division [3] - The new smartwatch is expected to include health-tracking capabilities and the company's AI system [2] Augmented and Mixed Reality Projects - Meta is developing several AR and MR glasses, with a new version of the Meta Ray-Ban Display planned for 2026 [7] - The launch of the MR glasses, code-named Phoenix, has been delayed until 2027 [7] - The company is also working on consumer-facing AR glasses, code-named Artemis, expected to be released next year [9] Competitive Landscape - Other tech giants like Apple and Google are also planning new consumer device launches, indicating a competitive market for wearable technology [2][10] - Apple is reportedly accelerating its development of AI-powered wearable devices, including smart glasses and enhanced AirPods [10]

Evergy (NasdaqGS:EVRG) Q4 2025 Earnings call February 19, 2026 09:00 AM ET Company ParticipantsBryan Buckler - EVP and CFODavid Campbell - Chairman, President, and CEOPeter Flynn - Senior Director, Investor Relations and InsuranceConference Call ParticipantsAndrew Kadavian - VP and Equity Research AnalystAnthony Crowdell - Managing Director and Senior Analyst, U.S. Energy and Electric UtilitiesMichael Sullivan - Managing Director and Equity Research AnalystPaul Fremont - Managing Director and Equity Researc ...

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a global AI-powered skills acceleration platform, today announced the launch of its new Learn AI with Google plan. This plan brings Google's newly launched AI Professional Certificate to more than 84 million Udemy learners, enabling them to master in-demand AI skills and learn directly from Google experts to meet the growing demand for AI skills in today's workforce. Learn AI with Google is the first comprehensive AI subscription by Udemy fo. ...

Core Insights - A Google report indicates that AI adoption among U.S. workers is low, with only 40% using AI casually and just 5% being "AI fluent" [1][2] Adoption and Impact - AI fluent workers are significantly more likely to experience career advancement, being 4.5 times more likely to report higher wages and four times more likely to receive promotions due to their AI skills [2] - The main barrier to AI adoption is perceived relevance, with 53% of non-users believing AI does not apply to their work [3] Training and Employer Responsibility - Only 14% of workers received AI training from their employers in the past year, and just 37% report that their organizations provide guidance on AI usage [4] - Google's chief economist warns that failing to invest in AI training could lead to competitive disadvantages as other companies advance in productivity and efficiency [5] Industry Context - The findings come in the context of increasing corporate pressure for productivity, following the rise of generative AI tools since the introduction of ChatGPT [6] - Google CEO emphasizes the need for companies to leverage AI for higher productivity rather than simply increasing headcount during periods of investment [7]

Southern Co forecasts annual profit below estimates, raises spending plan | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Electric power transmission pylon miniatures and Southern Company logo are seen in this illustration taken, December 9, 2022. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]- Companies[Alphabet Inc]Follow[Meta Platforms Inc]Follow[Microsoft Corp]FollowShow more companiesFeb 19 (Reuters ...