Nvidia's plan to invest up to $100 billion in OpenAI should speed up the race to achieve artificial superintelligence, which in turn should further ramp up demand for Nvidia's AI-enabling products.Don't fret if you've been eyeing Nvidia (NVDA 0.27%) stock and thinking you've missed your opportunity to invest in the artificial intelligence (AI) technology juggernaut. Nvidia stock still has not just great -- but fantastic -- long-term growth potential left.Nvidia's main growth driver for a while will be the c ...

RT Apptronik (@Apptronik)🎯 A major milestone on the road to embodied intelligence.This week, @GoogleDeepMind's Gemini Robotics VLA reaches an important milestone in our joint mission to bring AGI into the physical world. By introducing agentic capabilities - the ability to reason, plan, actively use tools, and generalize - we’re moving beyond reactive models and into a new era of robotic autonomy.We’re proud to be collaborating on Gemini Robotics 1.5 with Google as we gear up to deploy Gemini-powered Apollo ...

Core Insights - The discussion between OpenAI CEO Sam Altman and physicist David Deutsch centered around defining true intelligence in AI, with a new benchmark proposed: the ability of AI to crack quantum gravity and explain its reasoning [1][10]. Group 1: AI and Intelligence - Altman and Deutsch engaged in a dialogue about the nature of intelligence, with Deutsch emphasizing that genuine intelligence involves creating knowledge rather than merely processing information [4][5]. - Deutsch acknowledged that while ChatGPT can engage in conversation, it does not qualify as AGI, as it lacks the ability to create knowledge [4][9]. - The conversation highlighted a distinction between large language models and true intelligence, with Deutsch asserting that real intelligence requires problem-solving and innovation [5][9]. Group 2: The Role of Intuition - Deutsch praised Altman for his intuition and decision-making in bringing ChatGPT to life, suggesting that such intuition cannot currently be programmed into machines [9]. - Altman proposed a hypothetical scenario where an AI could understand and explain quantum gravity, which Deutsch agreed would be a significant indicator of true intelligence [10].

再用"云厂商"来形容阿里云，已经不准确了。 同时，技术产品的发布也紧密围绕全新战略目标展开——通义大模型7连发，在模型智能水平、Agent工 具调用和Coding能力、深度推理、多模态等方面实现多项突破。 这一切意味着，仅仅两年，阿里云从"云服务商"到"全栈AI服务商"，已经在AI布局上完成了全面转变 ——不仅从云计算的鏖战中跳脱出来，也从大模型竞赛中升维。 两年的时间，阿里云新战略"初见成效" 根据最新发布的2026财年第一季度财报，阿里云实现超预期增长，季度收入同比大涨26%至333.98亿 元，增速创三年新高，超越资本市场预期。 9月24日，一年一度的云栖大会再次拉开序幕，这是阿里云每年战略定调的关键时刻。会上，阿里巴巴 集团董事兼首席执行官，阿里云智能集团董事长兼首席执行官吴泳铭在发言中明确了阿里云的全新定 位"全栈AI服务商"。 同时，他首次提出了ASI（Artificial Superintelligence，超级人工智能）的目标，并明确以此为锚点制定 了阿里云的战略路径。"实现通用人工智能AGI已是确定性事件，但这只是起点，终极目标是发展出能 自我迭代、全面超越人类的超级人工智能ASI。" 与此 ...

Core Viewpoint - The article discusses the introduction of GenExam, a new benchmark for evaluating the capabilities of text-to-image models in generating accurate and contextually relevant diagrams across multiple disciplines, highlighting the current limitations of even the top models in this area [2][7][23]. Group 1: GenExam Overview - GenExam is the first multidisciplinary text-to-image examination benchmark, developed by a collaboration of several prestigious institutions, aiming to redefine the capabilities of text-to-image models [2][4][8]. - The benchmark includes 1,000 carefully selected questions across 10 disciplines, focusing specifically on diagram-related tasks, and is designed to assess the models' understanding, reasoning, and drawing capabilities [4][8][10]. Group 2: Evaluation Results - The results from the GenExam reveal that even the top models, such as GPT-4o, achieved a mere 12.1% accuracy under strict grading, while open-source models scored close to zero [5][19]. - The evaluation criteria include semantic correctness and visual reasonableness, with a dual scoring system that allows for both strict and lenient assessments [14][19]. Group 3: Model Performance Analysis - A total of 18 mainstream models were tested, revealing significant performance gaps between closed-source and open-source models, particularly in semantic correctness and visual accuracy [16][17]. - The best-performing closed-source model, GPT-Image-1, still fell short with a strict score of only 12.1%, indicating that while models can generate basic structures, they often miss critical details [19][22]. Group 4: Implications for Future Development - The findings from GenExam suggest that current models need to improve in knowledge integration, logical reasoning, and precise generation to transition from general image generation tools to specialized domain assistants [23][24]. - The benchmark sets a new goal for models to focus on generating correct rather than merely aesthetically pleasing images, marking a significant shift in the evaluation of AI capabilities [23][24].

吴泳铭认为，大模型是下一代操作系统，而AI云是下一代计算机。也许未来全世界只会有5、6个超级云计算平台。 目前阿里正积极推进 3800亿的AI基础设施建设，并计划追加更大的投入。 为了迎接ASI时代的到来，对比2022年这个GenAI的元年，到2032年阿里云全球数据 中心的能耗规模将提升10倍。这意味着阿里云算力投入将指数级提升。 阿里吴泳铭：AGI只是起点 终极目标是超级人工智能 吴泳铭表示，实现AGI已是确定性事件，但这仅是起点，终极目标是发展出能自我迭代、全面超越人类的超级人工智能（ASI），以解决气 候、能源、星际旅行等重大科学难题。通往超级人工智能之路分为三个阶段：1、智能涌现，AI通过学习人类知识具备泛化智能；2、"自主 行动"，AI掌握工具使用和编程能力以"辅助人"，这是行业当前所处的阶段；3、"自我迭代"，AI通过连接物理世界的全量原始数据，实现自 主学习，最终能够"超越人"。 阿里吴泳铭：积极推进3800亿的AI基础设施建设 并计划追加更大的投入 2025云栖大会9月24日在杭州举行。阿里巴巴集团董事兼首席执行官，阿里云智能集团董事长兼首席执行官吴泳铭表示， 未来可能会有超过全球人口 数量 ...

Artificial intelligence (AI) is already everywhere and continues to evolve dramatically, owing to exponential advances in processing power and the availability of massive amounts of data. If we have indeed entered the Fourth Industrial Revolution, we can expect global wealth to increase and quality of life to improve for a good many people. Discover More: Multi-Millionaire Says Timing the Market Is Impossible — Here’s What You Should Do Instead For You: Here's the Minimum Salary Required To Be Considered U ...

Company Overview - Giotto.ai, based in Switzerland, is launching a funding round with a valuation exceeding $1 billion, aiming to become a leading European player in artificial general intelligence (AGI) [1][3] - The company has raised $19 million in funding to date and plans to use the new funds to advance AI research and develop commercial prototypes for enterprise and government clients [4][2] Funding Details - Giotto.ai is seeking to raise over $200 million (SFr158 million) with the assistance of investment bank Lazard [1][2] - The funding initiative is seen as a barometer for investor interest in new European entrants in the competitive AGI landscape, which is currently dominated by US firms [3] Research and Development - Giotto.ai is focused on core research in reasoning models and has demonstrated its research proficiency by leading the Kaggle ARC-AGI-2 leaderboard with a 25% score, indicating a reduced cost per task compared to larger labs [5][4] - The company plans to open-source select core technologies as part of its development strategy [2] Competitive Landscape - The European AI sector is gaining momentum as it seeks to establish leadership and promote digital independence from US and Chinese influence [3] - Giotto.ai participates in Kaggle's fixed resource track, which imposes constraints such as no internet connectivity and a maximum time budget of 12 hours per run, contrasting with the unconstrained ARC Prize platform used by major labs [6]

Core Viewpoints - The discussion between Sam Altman and Vinod Khosla emphasizes the rapid evolution of AI technology and its potential to reshape industries and human interactions, particularly in the context of AGI (Artificial General Intelligence) [3][4][12]. Group 1: Future of Technology and Companies - By 2035, the pace of technological change will be difficult to describe with current frameworks, suggesting a significant transformation in human experiences and capabilities [4][8]. - The survival of Fortune 500 companies will depend on their adaptability to rapid changes, with a predicted faster rate of company obsolescence [5][8]. - The ability to create software in real-time through AI will disrupt traditional software companies, as users may no longer need to purchase software products [7][8]. Group 2: Human Value and AI Limitations - Despite AI's capabilities, there are inherent biological drives and human qualities that AI cannot replicate, particularly in roles requiring empathy and personal connection [9][10]. - Certain professions, especially those involving deep human interaction, will remain essential and irreplaceable by AI [9][10]. Group 3: Investment and Capital Allocation - Investors should focus on future opportunities rather than past successes, as the landscape is shifting rapidly due to advancements in AI [7][12][23]. - The emergence of new companies will accelerate growth and market share acquisition from existing firms, exemplified by OpenAI's rapid development [8][12]. Group 4: AI in Business Applications - AI is expected to play a crucial role in enterprise applications, particularly in automating tasks and enhancing productivity [36][39]. - The concept of "virtual collaborative colleagues" will become prevalent, with AI taking on various roles within organizations [36][39]. Group 5: Global Impact and Accessibility - The widespread availability of free AI tools could democratize access to quality education and healthcare, benefiting a large portion of the global population [47][48]. - There is a need for careful consideration of how AI advancements can be equitably distributed to prevent exacerbating existing inequalities [48][49]. Group 6: Challenges and Governance - The potential for extreme deflation due to AI advancements raises questions about wealth distribution and societal priorities [49][50]. - Governments will play a critical role in regulating AI to ensure its benefits are widely shared and to address the challenges posed by rapid technological changes [54][55].

Core Insights - Nvidia's stock recently rebounded from a 4% dip to reach a 52-week peak of $184 after announcing a $100 billion investment in OpenAI [1] - The partnership is seen as a significant move in the AI infrastructure landscape, with Nvidia and OpenAI potentially in competition [2] Nvidia and OpenAI Partnership - Nvidia's investment will enable OpenAI to deploy at least 10 gigawatts (GW) of AI data centers powered by Nvidia's systems, equating to millions of GPUs [6] - The first gigawatt of capacity is expected to be operational by late 2026, utilizing Nvidia's Vera Rubin platform [6] - OpenAI's CEO emphasized that this partnership is crucial for alleviating compute constraints and enhancing AI model capabilities [7] Market Valuation and IPO Potential - OpenAI is currently valued at approximately $500 billion, while Nvidia's market cap exceeds $4.2 trillion [8] - Analysts speculate that OpenAI could achieve the first trillion-dollar IPO, driven by the popularity of ChatGPT, which has around 700-800 million weekly active users [9] Impact on Related Companies - Nvidia's partnerships have positively influenced the stock prices of its AI infrastructure partners, including CoreWeave, Dell Technologies, and Oracle [3] - CoreWeave has seen a significant stock increase of 200% since its IPO, and Nvidia holds a $3 billion equity stake in the company [10] Emerging AI Partners - Hewlett Packard (HPE) is collaborating with Nvidia to deliver full-stack AI infrastructure, with HPE stock trading under $30 and at 13X forward earnings [11][12] - Applied Digital, another strategic partner, has a $7 billion lease with CoreWeave and has experienced a stock increase of nearly 20% recently [15][16] Broader Market Impact - Nvidia's strategic partnerships are contributing to record highs in major stock indexes, including the Dow Jones, S&P 500, and Nasdaq [17]