来源：沃垠AI 最近，AI圈有三大奇观：养龙虾，等种子，玩香蕉。 而今天，「香蕉2」正式发布了，官方名字Gemini 3.1 Flash Image。 一看这个名字，你就能明白，谷歌这是把Nano Banana的能力 + Flash的速度，直接合体了。 我们的老朋友lovart.ai，也第一时间接入了2，付费会员依旧0积分体验。 先给大家简单做一个总结： 1）2整体性能和Pro差距不大，部分场景甚至略有退步。 2）多文字生成，依旧容易乱码（尤其是中文）。 3）核心是价格直接砍半。一张1k图，Pro要0.134美元，2只要0.0672美元。 4）同时，速度大幅提升。API可以做到2秒出图，每分钟能够稳定输出347-356张图。 5）新增4:1、1:4、8:1、1:8等超宽/超窄比例，覆盖更多设计场景。 6）新增512px低分辨率选项，加上已有的1K、2K、4K，开发者可以按需选择。 7）内置web图片搜索，可以实时从网上搜索参考图来生成图片。 8）一致性增强，单任务可保持5个角色和14个物体的一致性。 一手实测 虽然整体性能没有质变，但2在「玩法层面」的扩展，明显更有意思了。 下面，给大家分享我实测下来最有价值 ...

Dow crash today: The The S&P 500 fell to 6,855.04 (-0.78%), while the Nasdaq Composite slid to 22,654.80 (-0.98%), extending its monthly decline to roughly 2.5%. Investors reacted immediately after the latest Producer Price Index (PPI) data showed inflation running hotter than forecasts. At the same time, oil futures jumped nearly 3% after US-Iran nuclear talks collapsed in Geneva, intensifying geopolitical risk. This Dow Jones crash is not about one headline. It reflects a collision of inflation pressure, ...

Funding and Valuation - OpenAI has secured $110 billion in funding from Amazon, SoftBank, and Nvidia, resulting in a pre-money valuation of $730 billion [1] - Amazon is the largest contributor with an initial investment of $50 billion, followed by Nvidia and SoftBank, each committing $30 billion [1] Investment Details - Amazon's investment will begin with $15 billion, followed by an additional $35 billion contingent on preset conditions [2] - The funding will enhance OpenAI's global reach, infrastructure, and balance sheet, facilitating the delivery of frontier AI to a broader audience [2] User Engagement - ChatGPT boasts over 900 million weekly active users and more than 50 million consumer subscribers [2] Strategic Partnerships - OpenAI is entering a new phase where frontier AI transitions from research to widespread daily use, emphasizing the importance of scaling infrastructure to meet demand [3] - OpenAI and Amazon will expand their existing $38 billion multiyear deal by an additional $100 billion over eight years, with AWS serving as the exclusive third-party cloud provider for OpenAI Frontier [3] - OpenAI is also strengthening its partnership with Nvidia, while maintaining a strong relationship with Microsoft, which has been in place since 2019 [4]

Core Insights - SoundHound AI reported a non-GAAP EPS loss of $0.02, beating estimates by 80% and marking its smallest quarterly loss to date [1] - The company achieved full-year 2024 revenue of $84.7 million, reflecting an 85% year-over-year growth [1] - SoundHound raised its 2025 revenue guidance to a range of $165 million to $180 million, despite remaining unprofitable with a price-to-sales ratio exceeding 25x [1] Financial Performance - The non-GAAP EPS loss of $0.02 was significantly better than the estimated loss of $0.09, resulting in a 79.65% positive surprise [1] - The loss per share improved from -$0.05 in Q4 2024, indicating a trend towards breakeven [1] - Full-year 2024 revenue of $84.7 million was up approximately 85% year-over-year, with trailing twelve-month revenue through Q3 at $148.4 million [1] Management Outlook - CEO Keyvan Mohajer maintains a bullish outlook, emphasizing expansion in restaurants, automotive, and IoT sectors [1] - Analysts remain positive, with a consensus target price of $16.31, supported by seven Buy ratings against two Holds and no Sells [1] - For 2026, SoundHound projects revenue between $225 million and $260 million, driven by the adoption of its Agentic AI platform [1] Market Reaction - Following the earnings report, SoundHound's shares traded around $9, reflecting a nearly 15% increase over the past week [1] - The stock is currently trading below its 52-week high of $22.17 and its 200-day moving average of $12.35, indicating potential upside if execution remains strong [1]

The standoff between Anthropic and the Department of Defense escalated on Thursday when the artificial intelligence startup's CEO, Dario Amodei, said the company would cut ties with the government rather than lift restrictions on its AI model's usage. "We cannot in good conscience accede to their request," Amodei wrote in response to the Defense Department's demands to use the AI model for "all lawful purposes." The government has given Anthropic until 5:01 p.m. on Friday to answer its request to use mode ...

Funding and Valuation - OpenAI raised $110 billion in a record-breaking funding round, with a pre-money valuation of $730 billion [1] Corporate Developments - OpenAI CEO Sam Altman indicated the company is working on a deal to help resolve the conflict between rival Anthropic and the Department of Defense [2] - Anthropic's CEO Dario Amodei announced the company would sever ties with the government rather than comply with its demands regarding AI model usage [3] Industry Impact - Block co-founder Jack Dorsey announced a layoff of 40% of the company's staff, totaling 4,000 employees, citing changes in operations due to AI tools [4] - Nvidia's fourth quarter earnings and an upcoming product launch from Apple are significant points of interest for tech investors [5]

Economic Data - The Producer Price Index (PPI) for January increased by 0.5%, matching the previous month but higher than expected, with a year-over-year rate of 2.9%, which is a tenth lower than last month but a tenth higher than consensus expectations [2][3] - The core PPI rose by 0.8% month-over-month and 3.6% year-over-year, which is a tenth lower than last month, indicating persistent inflation concerns [2][3] - Excluding food and energy, trade services increased by 0.3% month-over-month and 3.4% year-over-year, slightly above expectations, suggesting inflation is not decreasing significantly [3] Geopolitical Tensions - Tensions between the US and Iran are escalating, as indicated by crude oil prices rising by 3.7% to $67, which is expected to impact future inflation data [6][7] - The US Ambassador to Israel advised embassy staff to leave, highlighting increasing tensions in the region [7] Corporate News - OpenAI secured $110 billion in funding, more than doubling its previous funding round, with Amazon contributing $50 billion and SoftBank $30 billion, raising OpenAI's pre-money valuation to $730 billion [9][10] - This investment is categorized as capital expenditure (capex) for Amazon, which raises concerns about its overall capex spending strategy [10] Regulatory and Ethical Discussions - Enthropic declined a request from the Department of Defense to use its AI for surveillance on Americans, raising ethical questions about the use of AI in national security [12][13] - The discussion centers around the balance between national security and the ethical limitations on AI applications, particularly in surveillance and military contexts [13][14]

Core Viewpoint - Microsoft and OpenAI have maintained a strong partnership since 2019, focusing on the responsible development of artificial intelligence [1] Group 1: Partnership Dynamics - The collaboration between Microsoft and OpenAI remains unchanged despite OpenAI's partnerships with other companies like Amazon and NVIDIA [1] - The fundamental terms of the relationship between Microsoft and OpenAI continue to be solid and central [1] - Both companies will persist in close cooperation in research, engineering, and product development [1]

OpenAI超千亿美元巨额融资落定。 当地时间2月27日，OpenAI宣布完成1100亿美元的新一轮融资，投前估值高达7300亿美元。其中包括来 自软银的300亿美元、英伟达的300亿美元以及亚马逊的500亿美元。 奥特曼预计OpenAI 2025年的年化收入将超过200亿美元，到2030年增长至数千亿美元。 他表示"在基础设施上投入巨资是公司层面的战略豪赌"，OpenAI与其合作伙伴正押注AI使用量持续呈 指数级增长，但公司有周密的规划，清楚技术和能力的发展方向，以及能在此基础上打造的产品和创造 的收入，"如果没有算力，我们将无法产生收入，也无法继续推出这种规模的模型"。 OpenAI称："我们正在进入一个新阶段，前沿AI正从实验室研究走向全球范围内的日常应用。未来的领 导力将取决于谁能足够快地扩展基础设施以满足需求，并将这种能力转化为人们所依赖的产品"。本轮 融资和这些合作伙伴关系让公司能够兼顾这两点，并加速实现确保通用人工智能（AGI）造福全人类的 公司使命。 此外，OpenAI还表示，本轮融资后的估值使得非营利组织在集团的持股价值超过1800亿美元，进一步 巩固了其地位并扩大了慈善能力。 此前，为了扩 ...

Amazon.com Inc. (NASDAQ:AMZN) and OpenAI announced a sweeping multi-year strategic partnership Friday morning, with Amazon committing to invest $50 billion in the ChatGPT maker, starting with an initial $15 billion, followed by another $35 billion when certain conditions are met. A New Layer For Cloud AIAt the heart of the deal is a jointly developed Stateful Runtime Environment powered by OpenAI’s models, set to be available through Amazon Bedrock. Unlike traditional cloud AI integrations, stateful environ ...