ElevenLabs联合创始人兼首席执行官马蒂·斯坦尼谢夫斯基表示，语音正在成为AI的下一个主要交互界 面——随着模型超越文本和屏幕，语音将成为人们与机器交互的主要方式。 在多哈网络峰会上接受TechCrunch采访时，斯坦尼谢夫斯基表示，ElevenLabs等公司开发的语音模型最 近已经超越了简单模拟人类语音（包括情感和语调）的阶段，开始与大语言模型的推理能力协同工作。 他认为，这种结合正在改变人们与技术的交互方式。 他说，在未来几年内，"希望我们所有的手机都能重新回到口袋里，我们可以沉浸在周围的真实世界 中，用语音作为控制技术的机制。" 这一愿景推动了ElevenLabs本周完成5亿美元融资，估值达到110亿美元，这个愿景在AI行业中得到了越 来越多的认同。OpenAI和谷歌都将语音作为下一代模型的核心重点，而苹果似乎正在通过收购Q.ai等公 司悄悄构建语音相关的始终在线技术。随着AI扩展到可穿戴设备、汽车和其他新硬件中，控制方式正 在从点击屏幕转向语音交互，使语音成为AI发展下一阶段的关键战场。 Iconiq Capital普通合伙人赛斯·皮埃尔庞在网络峰会台上也表达了同样的观点，他认为虽然屏幕在游戏和 ...

"AI时代，IT团队真的成了"绊脚石"？ "企业还需要CIO吗？" 这不是一场单单讲"落地案例"的技术年会，更不是一场"生态互捧"的媒体秀，而是一顿寒风中的思想盛宴。 在湘湖的闭门会场上，一个共识正在浮现：AI肯定确定无疑的趋势，但在具体的方向上"有没有押对"，这是一个关键的问题。 过去一年，从ChatGPT到DeepSeek、千问，再到各类垂直领域Agent，技术演进之快，超出大多数企业的适应速度。而令管理者真正焦虑的，是"我们会不 会错过这趟列车"，或者是不是"下错注"了？ 那应该如何看清市场的方向呢，有没有什么可以衡量的标准？ "未来，企业是不是根本不需要IT团队了？" 这两年，越来越多CEO、创业者开始抛出这样的问题。在生成式AI席卷一切的时代，IT部门常被视为"行动迟缓、不懂业务、做不到AI落地"的代名词。 而"AI原生公司"的神话不断强化这种认知：更少的人、更少的中后台，却跑得更快、成本更低。 在这场技术洪流中，CTO、CIO、CDO的角色，似乎正变得尴尬。当老板们讨论"谁应该成为企业AI战略的主导者"时，答案往往是：业务部门、产品团 队，甚至——外部创业者。 但就在1月的湘湖畔，一场被称为"中国 ...

以下文章来源于APPSO ，作者发现明日产品的 APPSO . AI 第一新媒体，「超级个体」的灵感指南。 #AIGC #智能设备 #独特应用 #Generative AI 本文来自微信公众号： APPSO ，作者：发现明日产品的 全球资本市场对软件板块进行了无差别的抛售。Salesforce、Workday、Intuit……这些过去十年美股 最坚挺的收租公，在短短一天内市值蒸发近2580亿美元（折合人民币19785.13亿元）。 抛售潮来得异常凶猛。美股软件股2月3日率先跳水，标普北美软件指数连续三周收跌，1月累计跌幅 达15%，创下2008年以来最差单月表现。紧接着，恐慌蔓延至亚太市场，多家行业龙头股价暴跌。 引发海啸的那只蝴蝶，叫Claude Cowork。 这是Anthropic在2026年开年甩出的王炸，一个桌面智能体应用。简单说，它不再是一个只会在对话 框里陪你聊天的「大脑」，它开始具备了点击鼠标、管理文件、操作软件的「手脚」。 上周，Anthropic发布了11款针对特定岗位的插件，覆盖法律、销售、财务、市场营销等核心业务领 域。尤其是它推出的「法律插件」，表现得太像一个熟练的高知白领了。 通过 ...

This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Friday. U.S.-listed shares of Stellantis are down more than 25% this morning after the automaker said it expects to take a $26 billion hit from a business overhaul. The Chrysler and Dodge parent's stock was already having a tough year: Shares have dropped more than 12% to start 2026.Stock futures are rising this morning as the three major indexes look to rebound from another day of losses.Here are five ke ...

2025年9月23日，OpenAI公司CEO山姆·奥特曼在德州阿比林市的"星际之门"AI数据中心接受媒体采访。图片来源： Kyle Grillot—Bloomberg/Getty Images 最近，甲骨文公司宣布将融资500亿美元用于AI基础设施建设。消息一出，甲骨文当日开盘走高。但是 在甲骨文提醒了投资者该基础设施的服务对象后，甲骨文股价在收盘时最终收跌。 上周日晚，甲骨文公司宣布，该公司计划2026年通过债权和股权融资500亿美元用于数据中心建设，其 目的在于为公司的云业务客户提升数据中心容量。周一开盘后，市场的反映还是比较积极的，甲骨文股 价在早盘交易中上涨约 2%。投资者显然将这一消息视为AI基础设施需求旺盛的证据。另外，甲骨文虽 然目前已有千亿美元的债务，但市场似乎也对它的化债方案展现了一定的信心。 就在甲骨文股价在168美元的价位小幅波动之际，甲骨文的社交媒体团队发布了一条声明。 黄仁勋还重申，英伟达"肯定会参与" OpenAI的新一轮融资，这或将成为英伟达"规模最大的一笔投 资"，但金额绝不会达到1000亿美元。上周，由于投资者对微软的AI投资感到不安，微软的股票价 值蒸发了3600亿美元。尽 ...

Core Viewpoint - The competition between major AI model companies, particularly OpenAI and Anthropic, is intensifying as both firms release updates to their foundational models, focusing on enhancing task execution capabilities and AI agent functionalities, which has led to a sell-off in the software sector [2][5]. Group 1: Model Updates and Competition - OpenAI and Anthropic launched updates to their models, GPT-5.3-Codex and Claude Opus 4.6, respectively, with a focus on AI agents and engineering capabilities [2][5]. - GPT-5.3-Codex is touted as having the "best programming performance," with a significant reduction in token consumption during task execution compared to its predecessor [5]. - Claude Opus 4.6 has improved programming skills and excels in financial analysis and document creation, showcasing a shift towards broader task capabilities [5]. Group 2: Market Reactions and Stock Performance - Following the announcements, the U.S. stock market experienced a downturn, with major tech stocks like Microsoft, Amazon, and Nvidia seeing declines of 4.95%, 4.42%, and 1.33% respectively [2]. - The S&P North American Technology Software Index (IGV) dropped approximately 25.8% since January, reflecting growing concerns about the software sector's valuation amidst AI advancements [7]. Group 3: Industry Perspectives and Future Outlook - Industry leaders express differing views on the impact of AI on existing software tools, with some suggesting a new workflow driven by AI, while others believe AI will enhance rather than replace current systems [8]. - Major tech companies are significantly increasing their capital expenditures, with Amazon planning $200 billion and Alphabet $185 billion for 2026, indicating a strong commitment to AI despite market volatility [9]. - The ongoing competition highlights the need for software companies to demonstrate stable net retention rates and pricing power in the face of AI disruptions [9].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Opportunity - Wall Street is investing heavily in AI, with hundreds of billions directed towards developing smarter technologies, but there is a looming question regarding the energy supply needed to sustain this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment opportunity [3][8] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and poised to capitalize on the onshoring trend driven by tariffs [5][6] - It owns significant nuclear energy infrastructure, which is crucial for America's future power strategy, and is capable of executing large-scale engineering projects across various energy sectors [7][8] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, which is approximately one-third of its market capitalization, providing it with a strong financial foundation [8][10] - It also has a significant equity stake in another AI-related company, offering investors indirect exposure to multiple growth opportunities without the associated premium costs [9][10] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, indicating that this company is strategically positioned to leverage these interconnected developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation, further solidifying the importance of energy infrastructure in supporting this growth [12]

Anthropic旗下AI编程工具Claude Code已占GitHub公共代码提交量的4%，并预计到2026年底该比例将超20%。研究机构SemiAnalysis最新分析指 出，Claude Code是AI"智能体"的转折点。 该报告强调，Claude Code不仅改变了编程形态，更预示着AI智能体将重塑全球约15万亿美元的信息工作市场。目前，Anthropic依托该技术实现 营收快速增长，其季度年度经常性收入（ARR）增量已超越OpenAI，反映出AI智能体赛道的竞争格局正发生结构性变化。 对科技巨头而言，战略平衡变得更为复杂。微软既通过Azure为OpenAI、Anthropic等提供算力支持，又需防御AI代理工具对其Office 365等核心 产品的冲击。据悉，CEO Satya Nadella已亲自参与AI产品战略调整，可见该领域对公司未来发展影响深远。 随着Claude Code等AI代理工具持续渗透，从开发流程到企业运营的智能化重构进程正全面加速。 Claude Code与智能体未来 智能体将成为人类与人工智能交互的主要方式。Claude Code的出现，不仅展示了人类如何引导AI，更揭示了智能 ...

全球大模型涌入"干活"赛道。 在阿里千问、腾讯元宝、字节豆包准备春节期间红包鏖战、重金抢滩流量入口之际，大洋彼岸的厂商正在加速推动模型执行任务能力落地，并在二级市场掀 起抛售风浪。 2月6日，美国头部大模型厂商OpenAI与Anthropic又在同日推出基础大模型更新，各凭GPT-5.3-Codex与Claude Opus 4.6将针锋相对的状态进一步升级。两款 模型均以AI Agent（智能体）与工程化能力为核心升级方向，这也是今年以来模型厂商显著的演进趋势——人工智能终究需要为人类干活。 但因Anthropic Claude Cowork等系列AI Agent产品的发布，市场对美股软件板块受损的担忧进一步发酵，当地时间2月5日，美国股市全线走低，科技权重股 再度承压，微软跌4.95%，亚马逊跌4.42%，英伟达跌1.33%。 针尖对麦芒 自OpenAI团队出走成立的Anthropic，已成为冲击前者业务壁垒最凶狠的一员。 2月5日，Anthropic提前披露将登录美国超级碗的四则广告。其中一则场景为用户询问 "如何练出腹肌"，AI 教练先给出专业解答，随即毫无征兆切换带货模 式，推销无关的增高鞋垫，最后以 ...

Megan Lieu is an influencer who makes content about tech and gives career advice on social media.Tech companies like Microsoft and Google are going after new users for their AI services the way any marketer tries to make their products look cool: through social media influencers.Other artificial intelligence players, including OpenAI, Anthropic and Meta, are also hiring social media creators to post sponsored content on apps like Facebook, Instagram, YouTube and even LinkedIn. The payout for these promotion ...