以下文章来源于小鹿AI研习社 ，作者DD Boy 小鹿AI研习社 . 小鹿AI，让你跑得更快! 我们立志传播AI前沿洞见与实践，促进AI商业应用，让积极拥抱AI的企业家取 得更大成功！ 在近日举办的All-in Summit峰会上，阿里巴巴集团董事局主席蔡崇信与白宫人工智能和加密货币事务负责人 David Sacks展开了一场关于人工智能发展路径的观点对话。David Sacks强调美国赢得AI竞赛的重要性，而 蔡崇信则提出了不同的见解。 对"赢"的不同定义 蔡崇信认为，人工智能领域的竞争并非一场"赢者通吃"的短跑，而是一场"漫长的马拉松"。他指出，几乎每 周都有新模型宣称取得突破，但技术领先地位往往很快被后来者超越。因此，他对于 "赢" 的定义并不在于 谁开发出最强大的模型，而在于谁能更迅速、更广泛地应用人工智能技术。 中美发展路径差异 他表示，美国在AI基础研究和大模型开发上投入巨大，超大规模公司年投资额约达800亿美元，但更应重视 将资源投向技术的实际应用与推广。而在 中国 ，尽管未必在"模型战争"中技术领先，却已 在应用层面取得 显著进展。 例如，中国积极拥抱开源生态，多家企业（包括阿里巴巴）正致力于 ...

资料图。本文来源 ： 澎湃新闻 记者 吴雨欣 活动上，蔡崇信与白宫人工智能和加密货币事务负责人David Sacks展开观点交锋。David认 为，美国赢得人工智能竞赛非常重要。 蔡崇信则表示，他本人对于"赢"的定义，不是谁推出了最强大的人工智能模型，而是谁能更快 地采用它。美国大量的资源应该投入到技术应用和推广上，而不仅仅是对技术投入资金，超大 规模公司每年的投资大约800亿美元，但在中国，有几件事正在发生，一是中国已经拥护开源， 二是包括阿里巴巴在内的许多公司，已经推出了更小的模型，而不是万亿参数的模型。 蔡崇信认为，如果希望人工智能普及，可以看看现在的中国，"我并不是说中国在模型战争中技 术上获胜，但就实际应用以及受益人群而言，人工智能已经取得了长足的进步。有调查显示， 去年，只有8%的公司在其业务中使用人工智能，现在的比例正接近50%。" 在访谈中，主持人问及，随着越来越多的工作量（由人工智能完成），劳动力是否会自然地减 少？ 对此，蔡崇信回答道："我们还没有宣布任何因人工智能导致的裁员，我一直在问我们的工程主 管，现在有多少代码是由人工智能编写的。我得到的答案各不相同，这取决于你问哪个部门， 但我认 ...

We recently published 10 Big Names With Whopping Gains; 6 Jump All-Time Highs. Nebius Group NV (NASDAQ:NBIS) is one of the best performers on Thursday. Nebius Group grew for a second day on Thursday, jumping 8.72 percent to close at $132.64 apiece as investors maintained their buying spree in AI stocks amid a surge of dealmaking activities across the sector. For its part, Nebius Group NV (NASDAQ:NBIS) recently clinched an $18 billion cloud computing deal with technology giant Microsoft Corp., strengtheni ...

基于通义千问大模型和云计算基础设施，为中国NBA球迷提供全新的观赛和互动体验。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， NBA中国和阿里云 于 10月9日 宣布达成多年合作，阿里云将正式成为 NBA 中国官方云计算与人工智能合作伙伴，基于通义千问大模型和云计算基础设施，为中国NBA球迷提 供全新的观赛和互动体验。 这一合作由阿里巴巴集团主席、布鲁克林篮网队主席蔡崇信与 NBA副主席兼首席运营官马克·塔图 姆在2025年NBA中国赛前夕共同宣布。本届NBA中国赛将由布鲁克林篮网队对阵菲尼克斯太阳队， 两场比赛分别于10月10日晚8时和10月12日晚7时在澳门威尼斯人综艺馆举行。 阿里巴巴集团主席、布鲁克林篮网队主席蔡崇信表示： "体育与科技的交融，正处在一个激动人心的 时代。人工智能与云是绝佳的连接器，不仅连接着球员与球迷、品牌与消费者，也将全球视野与本土 文化紧密相连。通过与NBA中国的合作并引入阿里的最新技术，我们将为NBA球迷带来前所未有的 超凡体验，点燃他们的激情。" NBA全球副总裁兼首席运营官马克·塔图姆（Mark Tatum ...

Core Insights - Microsoft has launched its first massive AI system, referred to as an AI "factory," which will be deployed across its Azure data centers to support OpenAI workloads [1] - Each AI system consists of over 4,600 Nvidia GB300s rack computers equipped with the Blackwell Ultra GPU chip, with plans to deploy "hundreds of thousands" of these GPUs globally [2] - The announcement follows OpenAI's significant data center deals with Nvidia and AMD, with OpenAI reportedly securing $1 trillion in commitments for its data center expansion by 2025 [3] - Microsoft operates more than 300 data centers in 34 countries, positioning itself to meet the demands of advanced AI applications [4] - Further details on Microsoft's AI workload capabilities are expected to be shared at the upcoming TechCrunch Disrupt event [5]

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Trending AI Stocks on Wall Street’s Radar. On October 6, Monness analyst Brian White has maintained a Buy rating on the stock citing its robust market position and innovation. According to White, competitive pressures in the cloud sector, particularly AI, exist. However, Amazon is effectively coping up with its scale and technological leadership. christian-wiediger-rymh7EZPqRs-unsplash Strategic initiatives such as Prime Big Deal Days are likely to ramp cons ...

Snowflake Inc. (NYSE:SNOW) is one of the Trending AI Stocks on Wall Street’s Radar. On October 6, Mizuho analyst Gregg Moskowitz reiterated an Outperform rating on the stock with a $260.00 price target. The firm discussed Snowflake’s launch of its first ever vertical-specific offering, Cortex AI for Financial Services, which is its first industry-focused suite of AI tools. CEO Sridhar Ramaswamy also placed emphasis on the company’s focus on building an open data ecosystem. Partner checks reveal steady pr ...

Market Overview - Major U.S. stock indices closed lower, with the Dow down approximately 244 points, the S&P 500 down about 0.3%, and the NASDAQ down about 0.1% [1][2] - The ongoing U.S. government shutdown has not significantly impacted market sentiment, although discussions about its potential economic implications continue [2][3] Federal Reserve Insights - Fed officials are divided on the future of interest rate cuts, with some expressing caution while others support further cuts this year [3][4] - Investors are awaiting more economic data as earnings season approaches, which could provide additional insights into market trends [4] Technology Sector Analysis - A prominent fund manager suggests that the dominance of tech stocks may be nearing a breaking point, raising concerns about stretched valuations [4][6] - The tech sector's growth has been heavily reliant on specific companies, particularly in AI and data centers, but there are worries about the sustainability of this growth [8][9] - Significant capital expenditures in AI have not translated into proportional revenue growth, with $600 billion spent yielding only about $30 billion in revenues [12][14] AI and Cloud Computing Developments - Intel is launching new AI chips and expanding into humanoid robotics, marking a significant step in its recovery strategy [25][27] - Google is introducing Gemini Enterprise to compete with Microsoft and OpenAI, aiming to enhance its cloud offerings and monetize its AI investments [34][36] Energy Sector Innovations - Base Power is addressing rising electricity demand by installing battery systems in homes, aiming to reduce electricity costs by 10-20% [38][39] - The company is experiencing rapid growth, doubling its installations recently and planning to expand manufacturing capabilities in Texas [47][48] - The energy industry is under stress due to increased demand, necessitating advancements in technology and capacity to maintain supply [43][46]

Core Insights - Amazon Web Services (AWS) launched Quick Suite, an AI platform designed to function as a virtual teammate for employees [1][2] - Quick Suite aims to enhance productivity by helping workers find information, analyze data, and automate tasks across various business applications [2][4] Product Features - Quick Suite is an enterprise-grade system that integrates with over 1,000 applications and more than 50 built-in connectors, allowing for the creation of custom AI agents without coding [4] - The platform operates entirely within a company's AWS environment, ensuring that enterprise data remains secure and compliant with internal access controls [5] - Key modules include Quick Research, Quick Flows, and Quick Automate, which assist teams in conducting research, generating dashboards, and managing workflows [4] Market Positioning - Quick Suite replaces AWS's previous Q Business software and targets sales, marketing, and operations employees who often navigate data across multiple platforms [3] - The pricing for Quick Suite is set at $20 per user per month, positioning it competitively against Microsoft's Copilot and Google's Gemini Enterprise, both priced at $30 per user per month [6] - The launch of Quick Suite places Amazon in direct competition within the growing market for agentic productivity tools, which focus on AI agents coordinating daily work [6]

(Bloomberg) -- Microsoft Corp.’s data-center crunch will continue for longer than the company has previously outlined, underscoring the software giant’s struggles to keep up with cloud demand.Many of Microsoft’s US data center regions are experiencing shortages of physical space or servers, according to people familiar with the company’s internal forecasts. New subscriptions for Azure cloud services are restricted in some crucial server-farm hubs, including Northern Virginia and Texas, through the first hal ...