市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 英伟达接近达成一份协议，将在本轮投资中对OpenAI出资200亿美元。（彭博） 风险提示及免责条款 ...

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：我们输入给大型语言模型的内容，它们或许永远不会忘记。本文来自编译，希望对您有所启发。 [图片来源：Fiordaliso/Getty Images；guteksk7/Adobe Stock] 2026年已经到来，想必你已为新的一年制定了各种目标与计划。但如果你和大多数人一样，想必这些计划在二三月份就会被彻底抛诸脑后。 研究发现23%的人在一周内放弃新年计划，近半数在1月底前放弃。每年仅有9%的人能真正完成清单上的项目。显然，最大问题在于我们制定决心的方式存 在缺陷：目标往往过于模糊、过于艰巨或过于依赖外部因素。 这让我不禁思考：人工智能是否做得更好？ 而且它会永久保存所有内容。 这项彻底摧毁隐私的功能名为"记忆功能"。OpenAI于2024年推出该功能，此后不断进行扩展和优化。 OpenAI首席执行官山姆·奥特曼称记忆功能是人工智能最重要的"突破性"领域之一，公司正全力投入2026年的功能升级。 记忆功能的价值在于让ChatGPT能更个性化地回应用户查询。例如当你询问午餐建议时，若机器人知晓你是素食者， ...

【环球时报综合报道】据美国《综艺》2日报道，当选美国导演工会主席后，好莱坞著名导演克里斯托弗·诺兰面临诸多行业危机：工作岗位减少、人工智能 兴起、华纳兄弟被网飞收购……这些挑战引发好莱坞电影行业的普遍担忧。"我们非常担心这一切"，诺兰担任美国导演工会主席后首次对媒体公开表 示，"我认为，这对该行业来说是一个非常令人担忧的时刻。失去一家大片厂（指华纳兄弟）是一个巨大的打击。" 美国导演工会是拥有近2万名成员的美国电影行业组织，旨在维护导演们的利益和行业良性发展。"我们有责任看看什么是创新，会发生怎样的变化，同时也 要保持清醒的头脑。"诺兰说。 诺兰的新片《奥德赛》在地中海拍摄，他认为如今好莱坞工作岗位的减少，主要原因并非来自海外的竞争，而是商业模式不断变化的结果："消费者在媒 体、娱乐等方面的总体支出其实非常稳定，但我们工会成员的就业量下降了35%至40%。我们需要调和这些问题。"至于人工智能（AI），好莱坞正在用自 己的方式来应对，例如迪士尼最近与OpenAI达成合作协议，允许Sora用户与迪士尼经典角色互动。诺兰表示，"我认为这在明确许可原则方面是积极的。" 此外，AI还引发了人们对于导演创作愿景完整性的担 ...

Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman appeared together on CNBC in September to announce a mammoth $100 billion deal that was poised to usher in a new chapter for the booming artificial intelligence industry. Five months later, no contract has been signed and no money has changed hands. More concerning to investors, the two companies are seemingly at odds. The Wall Street Journal on Friday reported that the negotiations between the companies were "on ice" after some within Nvidia expressed doubt ...

All right, let's bring in our next guest. We rely on him a lot for his insight and expertise on almost everything AI related. Um, it's good to have you.Alex Kowitz, of course, is here. Um, okay. No controversy, right.According to Jensen Wong, but friction. No, >> definitely friction. I think Open AI and Nvidia without a doubt need each other.Both have Google breathing behind their necks, right. You have OpenAI and Google competing for the model. You have Nvidia and Google competing for the hardware.The way ...

Core Viewpoint - The merger of SpaceX and XAI is seen as a strategic long-term move that could enhance operational efficiency and revenue growth for XAI, particularly through the development of space-based data centers [5][6][9]. Group 1: SpaceX and XAI Merger - The merger is expected to allow XAI to reduce its significant monthly burn rate of approximately $1 billion while positioning it for future growth [4][5]. - Building data centers in space is viewed as a costly but potentially efficient solution, with a payback period of about 3 to 4 years due to continuous solar energy and better cooling capabilities [2][5]. - The integration of the two companies is anticipated to happen quicker than expected, although challenges remain regarding timelines and engineering feasibility [6][8]. Group 2: Revenue and Market Position - XAI's revenue is currently much lower than competitors like ChatGPT and Anthropic, which reported revenues of around $20 billion and $10 billion respectively, compared to XAI's estimated $500 million [4]. - There is an expectation of a significant revenue ramp for XAI around 2026 to 2027 as the company capitalizes on its space data centers [5]. - The competitive landscape in AI is evolving, with predictions that Anthropic may surpass OpenAI in enterprise revenue in the coming years [12][14]. Group 3: IPO Expectations - There is a strong belief that SpaceX will go public before OpenAI, with a high probability of 72% for this outcome [10][11]. - The IPO landscape is characterized by unprecedented valuations and the potential for significant shareholder rotation from traditional tech stocks to emerging AI-centric companies [20][21]. - The anticipated growth trajectory for AI companies suggests that they will outperform existing public companies in terms of revenue and cash flow over the next few years [22][23].

《华尔街日报》报道称，这家芯片巨头的高管团队对该笔交易的合作范围及架构设计提出诸多顾虑，致使英伟达对 OpenAI 的拟 议投资正式遇阻。 今年 9 月，英伟达曾官宣计划向 ChatGPT 研发方 OpenAI 投资至多 1000 亿美元。若交易落地，不仅能深化双方的合作关系，还 将为 OpenAI 的大规模数据中心扩建计划提供资金支持，同时保障其先进人工智能芯片的稳定供应渠道。 但知情人士向该媒体透露，英伟达与 OpenAI 目前正重新评估双方合作伙伴关系的未来走向。 据悉，双方当前的磋商核心，是在 OpenAI 正在进行的新一轮融资中，英伟达调整为规模大幅缩减的股权投资，投资额或降至数 百亿美元级别。 来源：EETOP 据报道，英伟达拟向 OpenAI 豪掷最高 1000亿美元的重磅投资计划，因公司内部出现质疑声，目前已陷入搁置。 英伟达重新考虑与OpenAI 的标志性合作交易 受此消息影响英伟达股价大跌2.89%。 黄仁勋私下释放审慎信号 报道指出，英伟达首席执行官黄仁勋私下表示，最初提出的 1000 亿美元投资方案并无法律约束力，且从未完成最终敲定。 黄仁勋还对 OpenAI 的财务管控现状表达了担忧 ...

Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during a Bloomberg Television interview in San Francisco, California, US, on Monday, Oct. 6, 2025.Advanced Micro Devices reported fourth-quarter earnings on Tuesday that topped expectations and provided a stronger-than-expected forecast.The stock fell as much as 5% in extended trading. Here's how the chipmaker did versus LSEG consensus estimates for the quarter ended Dec. :EPS: $1.53 vs. $1.32 estimatedRevenue: $10.27 billion v ...

但近几个月来，奥尔特曼多次表示，OpenAI 的芯片储备无法满足 ChatGPT 等产品的市场需求，而算力 的提升将为公司带来更多营收。目前，OpenAI 已与超威半导体、博通、赛灵思等英伟达的竞争对手达 成芯片合作协议。 近期有报道称英伟达与 OpenAI 之间的关系日趋紧张，而英伟达首席执行官黄仁勋就此表示，公司对 OpenAI 的投资计划仍在 "按部就班推进"。 黄仁勋周二在接受美国消费者新闻与商业频道吉姆・克莱默采访时称："此事毫无波澜，所有事宜都在 按计划推进。" 本次专访的完整内容将于当日晚些时候在《疯狂金钱》节目中播出。 去年 9 月，黄仁勋与 OpenAI 首席执行官山姆・奥尔特曼共同现身，宣布双方签署合作意向书，英伟达 将分阶段向这家人工智能实验室投资至多 1000 亿美元。根据协议，OpenAI 将基于英伟达的技术搭建人 工智能基础设施，该设施的电力需求最高可达 10 吉瓦。 但英伟达去年 11 月向美国证券交易委员会提交的文件显示，这笔交易尚未最终敲定。此后数月，外界 愈发担忧这一合作公告不过是一纸通稿。上周末，有报道称，该笔交易已 "搁置"。 英伟达股价今日下跌超 3.4%，并带动科技 ...

SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of CoreWeave, Inc. (NASDAQ: CRWV) securities between March 28, 2025 and December 15, 2025, both dates inclusive (the “Class Period”), have until Friday, March 13, 2026 to seek appointment as lead plaintiff of the CoreWeave class action lawsuit. Captioned Masaitis v. CoreWeave, Inc., No. 26-cv-00355 (D.N.J.), the CoreWeave class action lawsuit charges CoreWeave and certain of CoreWeave’s top e ...