Core Insights - The partnership between Microsoft and OpenAI is deemed critically important for both companies, although it has become less exclusive over time [1][2] - OpenAI is diversifying its collaborations beyond Microsoft, while Microsoft is also utilizing models from other sources, indicating a more competitive landscape [2] - Microsoft aims to provide customers with multiple AI model options, enhancing flexibility and choice in their offerings [3][5] Company Strategy - Microsoft continues to invest in and support OpenAI technology, viewing it as a long-term commitment [1] - The company is developing its own models alongside using OpenAI's, which reflects a strategy of integrating various AI technologies [2][3] - The development of frontier models at Microsoft is ongoing, with a focus on staying at the forefront of AI advancements [4] Market Dynamics - The AI model landscape is becoming increasingly crowded, with numerous models emerging that are just behind the frontier [5] - This evolving ecosystem is expected to create more opportunities and choices for customers, positioning Microsoft as a key player in integrating these technologies [5]

OpenAI 可以将部分分成支付时间，晚于其实际产生收入的年份。 The Information 此前曾报道，OpenAI 去年预计现金亏损 90 亿美元，今年预计现金亏损 170 亿美元。公 司预计要到 2030 年才会实现现金流转正，届时预计产生 380 亿美元现金。 分成支付将更多集中在 2032 年之前的年份 据 The Information 周二报道，根据双方去年秋天重新谈判后的合作条款，OpenAI 可以将部分应付给微 软的收入分成延后支付，这将减轻分成支出对 OpenAI 现金流的影响。 去年秋天，OpenAI 与微软达成协议，延续相关安排： OpenAI 直至 2032 年需向微软支付其总收入的 20%；作为交换，OpenAI 可与其他云计算服务商合作， 而无需优先让微软选择，同时还包含其他条件。 在最初的合作协议中，微软原本有权在 2030 年之前获得这家初创公司收入的 20%。 去年秋天，OpenAI 与微软达成协议，延续相关安排： OpenAI 直至 2032 年需向微软支付其总收入的 20%；作为交换，OpenAI 可与其他云计算服务商合作， 而无需优先让微软选择，同时还包含其他条件 ...

以下文章来源于晚点AI ，作者晚点团队 晚点AI . 关注人工智能的一切，一切都关于人工智能。 "我看到 AI 这一轮的终局就是人和多个 AI 的协作"。 文 丨 祝颖丽 编辑 丨 宋玮 何朝阳说话时，语言的节奏快而密集。在我们交流的前半个小时里，他一口气介绍完新产品 Teamily.ai 的全部，但我只 得到了一个模糊的感受：听起来技术很厉害，但我为什么要用它？ 这是一个形态上很像微信的产品，只不过你的通讯录里一开始全是 Agent——比如给你做 PPT 的 、帮你做旅行规划、健 康管理的、投资咨询等等多个场景下的 AI 助理。 这些功能当然很有用，但它不会让我觉得这是一个社交产品或通讯工具，因为后者的核心，是你和你的朋友、家人或者 其他现实中的联系人都汇集在这里。而这些和不同 Agent 的对话框，我可以在很多产品里找到，为什么要用它呢？ 我们接下来的交流几乎就围绕着我这个核心的疑惑："为什么选它"？尤其是作为一个社交产品，它核心解决的问题是什 么？ 激活你的群聊 Teamily 在正式上线前，提炼出了 12 个用户用例，其中包括—— 朋友群里，讨论去哪吃饭时，AI 助理结合聊天内容推荐合适的地点；大家利 ...

Group 1 - Tencent's cash red envelope activity report shows that from February 1 to February 17, there were over 3.6 billion lottery draws and users completed AI tasks over 1 billion times, with 49% of users coming from third and fourth-tier cities [2] - Netflix's co-CEO Ted Sarandos stated that generative AI will assist creators by speeding up production times rather than harming job prospects, emphasizing that AI tools can enhance storytelling capabilities [2] - Alphabet announced that the Google I/O developer conference will be held from May 19 to 20, where updates on the Gemini large model and other AI products are expected, along with the potential launch of smart glasses [2] Group 2 - Moore Threads announced full adaptation of Alibaba's latest large model Qwen3.5 on its flagship AI training and inference GPU MTT S5000, showcasing the maturity of the MUSA ecosystem [3] - The adaptation process validated two core capabilities of the MUSA ecosystem: native MUSA C support for kernel development and deep compatibility with Triton-MUSA for high-performance operator writing [3]

Quick Read Invesco QQQ (QQQ) fell to a 12-week low at $594.17 on February 17. The fund dropped 6.7% from its January peak. Microsoft (MSFT) plunged 18.02% year-to-date to $396.49 despite beating earnings expectations. AMD dropped 7.96% and NVIDIA fell 4.55% as semiconductors led the broader selloff. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The Invesco QQQ Trust (NASDAQ:QQQ) has plunged to it ...

Core Insights - The "Qianwen Please Guest" Spring Festival campaign attracted over 130 million users engaging in various activities such as ordering milk tea, stocking up on New Year goods, purchasing movie tickets, and booking flights and hotels [1] - The feature "Qianwen Help Me" has become a habitual part of users' lives, with a total of 5 billion interactions recorded over the past 11 days [1] User Engagement - Following the launch of the second wave of the campaign on February 14, orders for movie tickets via AI increased by 372 times, with orders from third- and fourth-tier cities surging by 782 times [1] - In the last two days, AI orders for ticket purchases grew by 22 times, while AI bookings for flights and other transportation tickets increased by over 7 times [1] Demographics - Nearly half of the AI orders originated from county-level cities, indicating a significant reach into less urbanized areas [1] - Approximately 4 million users aged 60 and above experienced AI ordering for the first time, highlighting the feature's accessibility and appeal to older demographics [1]

Group 1: AI Impact Summit Overview - India is hosting the AI Impact Summit 2026 from February 16-20 in New Delhi, marking a significant global gathering focused on artificial intelligence, with participation from industry leaders, tech executives, and researchers [15][37] - The summit aims to address both the benefits and risks associated with the increasing use of AI, highlighting India's growing role in shaping global AI governance [15][37] - Approximately 35,000 delegates, including global executives and heads of state, are expected to attend the summit, which is free of charge for registration [16] Group 2: Key Discussions and Innovations - BharatGen, a government-backed consortium, is set to showcase its next generation of large language models at the summit, focusing on foundational AI models tailored for Indian languages and use cases [9] - Qualcomm presented its full robotics technology stack at the summit, marking its debut in India after an earlier presentation at the Consumer Electronics Show [11] - The UK government emphasized the potential of AI to drive growth, create jobs, and enhance public services during the summit [14] Group 3: Industry Perspectives - InfoEdge's Executive Vice-Chairman stated that AI is enhancing productivity rather than eliminating jobs, allowing companies to efficiently manage low-paying customer interactions through AI-driven voice bots [17] - A government official highlighted the potential for AI integration in the road and transport industry to improve safety and reduce pollution [18] - Concerns were raised about the ethical implications of AI, particularly regarding misinformation and its impact on democratic systems [32] Group 4: Future of AI in India - India's AI ecosystem is evolving, with startups showcasing unique models of deployment and innovation, indicating that India is defining its own AI trajectory rather than merely following global trends [30] - The Chief Economic Advisor stressed the need for urgency and political will to advance AI progress in India [29] - A strong partnership between India and the US in AI presents opportunities across various sectors, including healthcare and education [36]

针对这一产业痛点，阜博集团(03738)上线Vobile MAX™平台的元素级确权管理能力，首次展示真实案 例。在阜博展示的真实案例中，平台针对近期热点进行了针对性追踪：以《疯狂动物城》中的"朱迪"形 象为例，Vobile MAX™能够精准识别并追踪全网由AI生成的变体内容。针对经典真人形象(如科比等)的 二次创作，平台不仅能实现全网传播监测，还能帮助创作者进行内容变现。通过这一机制，版权方和创 作者能够清晰掌握其资产的流转路径与变现潜力，实现真正的"心里有数"。 智通财经APP获悉，随着2026年农历春节临近，AI视频生成技术进入爆发期但随之而来的版权治理难题 也正成为市场焦点。近日，字节跳动旗下视频生成大模型Seedance 2.0低调上线并迅速走红，然而其强 大的生成能力也引发了连锁反应：周星驰经纪人公开质疑平台充斥大量未经授权的AI生成电影片段;社 交平台上，利用AI制作的明星脸"合家欢"拜年视频引发肖像权争议。 在AI时代，数字内容的创作方式已发生根本性变革。传统的侵权行为多为对完整作品的非法搬运，而 现在的AI生成则是对海量素材进行深度学习，通过提取角色形象、特定场景等元素进行重构生成。 ...

这标志着 RLVR 的模型调优正在逐渐告别 "玄学"，变得更加 "科学"。 本文来自腾讯混元研究博客（HY Research），是继 《 从上下文学习远比我们想象的更难 》（Learning from context is harder than we thought）之后的第二篇公开研 究。在这篇文章里，混元团队将对大模型强化学习中的 "工程深水区" 展开探索，希望通过一系列提升 RLVR 训练细粒度可观测性的基础设施工具，降低 RLVR 底 层物理和统计机理研究的 "工程壁垒"。 这篇博客提出了异常梯度定位器（Gradient Anomaly Localizer, GradLoc），可以将全局梯度突刺（gradient spike）定位到具体出现问题的 token 上，助力系统性解决 强化学习中训练不稳定的问题，让开发者不再依赖直觉试错，而是基于确凿的数据证据进行 "确定性" 的算法迭代。 如果说 2024 年的大模型竞争焦点在预训练（Pre-training），那么 2025 年的主战场已彻底转向后训练阶段。通过利用数学、代码等领域的可验证结果作为反馈信号 （RLVR），大模型正在实现推理能力的显著跃升 ...

Prominent investor Chamath Palihapitiya, known as the “SPAC King,” took to X (formerly Twitter) on Thursday to highlight Microsoft Corp.’s (NASDAQ:MSFT) underperformance relative to other major technology companies since the launch of ChatGPT. Microsoft Trails Tech Peers Since ChatGPT Debut “Microsoft has been the worst-performing stock of the hyperscalers since the November 30, 2022, launch of ChatGPT and has significantly underperformed the Nasdaq during that period,” Palihapitiya wrote. He added, “Lo ...