>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS "BLOOMBERG TECH . OPENAI" RAISES 110 BILLION DOLLARS UP AT $730 BILLION. ANTHROPIC'S DISPUTE WITH THE PENTAGON INTENSIFIES AND BLOCK PLANS TO CUT CLOSE TO HALF OF ITS ENTIRE WORKFORCE IN IT THE COMPANY DESCRIBES AS A BET ON AI.WE CHECK IN ON THE MARKETS THAT HAVE A LOT MORE TO DIGEST THAN JUST AI ON THE DAY. WE ARE OFF BY .4%. NASDAQ INVESTORS TRYING TO NAVIGATE A PRETTY BRUTAL MO ...

2025年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计，具体数据以公司2025年年 度的定期报告为准，提请投资者注意投资风险。 证券代码：688207 证券简称：格灵深瞳 公告编号：2026-004 北京格灵深瞳信息技术股份有限公司 一、2025年度主要财务数据和指标 单位：人民币万元 ■ 注：1.本报告期初数同法定披露的上年年末数。 2.以上增减变动幅度数据如有尾差，是由于四舍五入所造成。 3.上表中"基本每股收益"的普通股股数为总股本扣除报告期内回购股份的加权平均数；"归属于母公司 所有者的每股净资产"中期末普通股股数为总股本扣除回购股份数。 4.以上财务数据及指标以合并报表数据填列，但未经审计，最终结果以公司2025年年度报告为准。 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 1、报告期的经营情况、财务状况 2026年2月28日 2025年度，公司实现营业总收入15,545.11万元 ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8]

George Noble, a hedge fund manager and former assistant to legendary Fidelity investor Peter Lynch, is sounding the alarm on OpenAI‘s blockbuster $110 billion fundraise — calling the deal structure “borderline criminal” and warning it “can’t end well.”Noble posted his analysis on X on Friday, shortly after OpenAI CEO Sam Altman announced the raise from Amazon.com Inc. (NASDAQ:AMZN) , Nvidia Corp. (NASDAQ:NVDA) and SoftBank Group Corp. (OTC:SFTBY) .The Numbers Behind the WarningNoble didn’t mince words on th ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

字节跳动旗下AI模型生成的剧本人物照。受访者供图 用户排队试用等出片。"中国版sora"（文本和视频生成AI模型）——Seedance 2.0经过字节跳动海量视频 数据的"投喂"，已经开始在业内刮起15秒短视频创作旋风。日前，华西都市报、封面新闻记者从相关人 士处了解到，目前字节跳动旗下工作人员已经在给创作者推送Seedance 2.0使用手册。 "AI视频创作现在已经从幼儿园进化到了小学，迭代以天计算。"AIGC（人工智能生成内容）创作者刘 归源告诉记者试用Seedance 2.0的体验。 "Seedance 2.0已经接近于一款工业化内容生产工具，在成本效率与稳定可控性上更具优势，适合商业内 容批量生产。"四川大学中华文化传承与全球传播数字融合实验室执行主任宋耀说。 1 创新：双分支扩散架构 2月9日，字节跳动发布视频生成模型Seedance 2.0测试版，引发全网热议。 四川传媒学院跨媒体艺术专业主任刘归源长期关注AIGC发展和应用。"每个大厂的模型都各有特点，我 们通常是几种工具交替使用，配合不同模型，提升效率。"他坦言，在Seedance 2.0出来之前，做一条30 秒的AI视频，实属"劳动密集工作 ...

Shares of Microsoft Corporation (NASDAQ:MSFT) are falling Friday as the company tries to reaffirm a strong partnership with OpenAI despite not being included in the AI company’s latest funding and partnerships announcement.Microsoft stock is under selling pressure. Why is MSFT stock trading lower?OpenAI Announces New Funding Round Sans MicrosoftOpenAI announced $110B in new investment at a $730B pre-money valuation. This includes $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon. The company also s ...

Core Viewpoint - Brookfield Asset Management's new AI infrastructure company, Radiant, has been valued at $1.3 billion following its merger with UK-based Ori Industries, highlighting the growing demand for AI infrastructure amid a shortage of high-performance computing capacity [1][4]. Company Summary - Radiant was formed to provide on-demand access to AI chips and has merged with Ori Industries, a cloud computing firm based in London [1]. - All existing investors of Ori have rolled their stakes into Radiant, with Brookfield injecting additional capital into the new entity [2]. - Mahdi Yahya, founder of Ori, will serve as president of Radiant, emphasizing the partnership with Brookfield to address the supply-demand imbalance in AI infrastructure [5]. Financial Overview - The valuation of Radiant was established earlier in February 2026, although the exact contribution of Ori to this valuation remains unclear [2]. - Ori had total assets of £42.5 million ($57.2 million) and total debt of £11.3 million as of the end of 2024 [4]. Industry Context - The merger comes at a time when there is a race among investors to build the necessary infrastructure for advanced AI, driven by a shortage of computing capacity [4]. - Brookfield's AI infrastructure fund aims to raise $10 billion, with plans to scale up to $100 billion through co-investment and financing [5]. - The UK government is significantly increasing data-center construction, planning to expand national computing capacity by 20-fold by 2030, classifying data centers as critical infrastructure [5].

Core Points - Coreweave reported a 110% revenue growth but saw its stock decline nearly 20%, indicating market skepticism about AI companies' sustainability despite rapid growth [2][6] - The company plans to spend $30 to $35 billion in capital expenditures while carrying a $21 billion debt load, raising concerns about profitability [3] - Coreweave has secured approximately $67 billion in take-or-pay contracts for the upcoming year, which could provide a more stable revenue pipeline [3][9] - However, the company has faced challenges in delivering capacity on time, leading to multiple lawsuits and raising doubts about its ability to meet contractual obligations [9] - The current market environment is punishing AI-related stocks, with Coreweave's stock price down about 50% from its all-time highs in June of the previous year [6][10] - Investors are looking for proof of performance, as the market has high expectations for AI companies, akin to a Michelin star restaurant's standards [7][12] - The broader AI trade is experiencing a cooling off, contributing to Coreweave's stock decline alongside its specific guidance miss [14][21] - The race for leadership in cloud infrastructure is intense, with companies needing to translate aggressive spending into actual revenue [17][19] - The ultimate question remains who will capture the economic benefits in the AI infrastructure space, with a focus on translating AI into real-world impacts [20]

Funding Overview - OpenAI has raised $110 billion in new funding from Amazon, Nvidia, and SoftBank, marking one of the largest private capital raises in technology history [1][2] - The funding round includes $50 billion from Amazon, $30 billion from Nvidia, and $30 billion from SoftBank Group [2] User Base and Market Position - OpenAI now serves over 900 million weekly active users, including more than 50 million paying consumer subscribers and over 9 million business users [2] Strategic Focus - The funding is part of OpenAI's broader effort to industrialize artificial intelligence, emphasizing the need to expand compute capacity, lower inference costs, and build durable global infrastructure [3] - OpenAI is entering a phase where scaling laws, data center investment, and chip supply chains will significantly influence competitive advantage [3] Infrastructure Commitments - Amazon Web Services will become the exclusive third-party cloud provider for OpenAI's Frontier program, with potential infrastructure agreements totaling $100 billion over eight years [7] - OpenAI will utilize dedicated inference and training capacity on Nvidia's next-generation systems, increasing its reliance on specialized AI hardware [7] Future Projections - OpenAI's compute spending could approach $600 billion by 2030 as models grow larger and usage expands across consumer and enterprise markets [8] - Access to capital and long-term infrastructure agreements are becoming increasingly strategic assets in the AI race [8] Competitive Landscape - OpenAI's consumer momentum remains strong, with ChatGPT leading global consumer AI usage and higher-priced subscription tiers being rolled out to convert usage into recurring revenue streams [9] - Competition is intensifying, with Anthropic's valuation climbing to $380 billion amid increasing enterprise demand for AI systems, indicating that large language model providers are competing on research, distribution, pricing, and ecosystem partnerships [10]