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港股异动 | 智谱(02513)高开逾5% 中科曙光旗下SothisAI接入智谱GLM-5
智通财经网· 2026-02-20 01:37
智通财经APP获悉,智谱(02513)高开逾5%,截至发稿,涨5.12%,报534港元,成交额2461.74万港元。 值得注意的是,2月12日,智谱在官方渠道宣布上调GLM Coding Plan订阅价格,涨幅"至少30%"。此 前,海外云厂商于本月纷纷提价。国联民生证券表示,智谱GLM Coding Plan的涨价折射的是产业定价 逻辑的改变:当推理消耗变成生产资料,模型厂商有机会把"算力稀缺"通过分层定价与订阅化产品转化 为毛利与现金流。 消息面上,据中科曙光消息,曙光SothisAI近日升级,实现智谱GLM-5、阿里Qwen3.5大模型全面接 入,并进一步简化和优化企业AI平台构建与运营流程。此外,"太初元碁"完成多款国产主流开源大模型 的深度适配工作,其中包括智谱GLM-5.0、阿里千问Qwen3.5-397B-A17B。 ...
Kimi Claw Beta上线,可一键部署OpenClaw
Xin Lang Cai Jing· 2026-02-20 01:06
新浪科技讯 2月20日上午消息,Kimi Claw Beta近日于Kimi官网上线,宣布可一键云端部署或关联设置 好的 OpenClaw ,支持一键调用 ClawHub 5000+社区插件,包括开发与代码类、浏览器相关、办公工作 流、专家角色等。 新浪科技讯 2月20日上午消息,Kimi Claw Beta近日于Kimi官网上线,宣布可一键云端部署或关联设置 好的 OpenClaw ,支持一键调用 ClawHub 5000+社区插件,包括开发与代码类、浏览器相关、办公工作 流、专家角色等。 OpenClaw是一款可以部署在个人电脑上的AI代理,可调用多种大型语言模型,并作为网关使用户通过 聊天软件与之交互,它结合了Claude的对话能力与执行操作的功能,可在Mac、Windows电脑或树莓派 等本地设备上运行,其可运行于Mac、Windows、Linux本地电脑,并支持接入Anthropic、OpenAI或本 地模型,通过Telegram、iMessage等通讯软件进行操作,用户可通过手机APP(如WhatsApp、 Telegram、iMessage)发送文本指令,远程操控电脑执行安装软件、管理文件、发邮件 ...
Nvidia close to finalizing $30 billion investment in OpenAI funding round, FT reports
Reuters· 2026-02-20 00:25
Group 1 - Nvidia is nearing the completion of a $30 billion investment in OpenAI, which will replace a previously agreed long-term commitment of $100 billion from last year [1] - This investment is part of a new funding round for the AI startup OpenAI [1]
OpenAI称将“睁着一只眼睡觉” 全力确保芯片供应
Xin Lang Cai Jing· 2026-02-20 00:09
格隆汇2月20日|OpenAI表示,在芯片供应方面,公司"对于未来的需求有清晰认知",同时强调民主国 家有必要为人工智能制定共享的安全标准。OpenAI全球事务总裁克里斯·勒汉表示,公司正与战略合作 伙伴合作,这些合作伙伴将在提供芯片方面"给予支持"。他补充说,OpenAI高管们对供应链问题保持 警惕,确保"睁着一只眼睡觉",以核实供应情况。勒汉与公司CEO奥尔特曼目前在印度参加AI峰会。勒 汉还强调了在治理方面进行国际合作的重要性,指出美国、英国和日本正在建立人工智能安全机构,并 将其与国际原子能机构相提并论。 ...
美AI两巨头峰会拒牵手画面疯传掀热议
Xin Lang Cai Jing· 2026-02-19 23:02
格隆汇2月20日|在印度新德里举行的人工智能高峰会,周四上演一幕重头戏,由印度总理莫迪安排与 13位商界和政界领袖大合照,所有人排成一列,彼此牵手高举。不过,这条人链来到OpenAI的阿尔特 曼(Sam Altman)和Anthropic PBC的阿莫迪(Dario Amodei)便断了,两人并肩而立,交叉手臂举起双手, 却拒绝牵手,且避开眼神交流。这张照片随即在全球各大社交平台疯传,并且掀起热议。 这两家公司现时分别是全球市值最高的非上市人工智能企业,OpenAI的估值约为5000亿美元, Anthropic的估值约为3800亿美元。今年,随着Anthropic的一系列进展,两家公司的竞争愈演愈烈,其 中最引人注目的是其Claude Code日益受欢迎,在市场应用方面领先于OpenAI的Codex。 ...
Domo to Explore Strategic Alternatives and Reaffirms Certain FY2026 Guidance
Businesswire· 2026-02-19 21:45
Contact: Cameron Janke VP Finance Domo [IR@domo.com]Social Media Profiles[Domo on Facebook][Domo on LinkedIn][Domo on X]More News From Domo, Inc.Get RSS Feed## Domo Launches Domo MMM, an AI- Powered Marketing Measurement Service Built for Real Budget AccountabilitySILICON SLOPES, Utah-- ([BUSINESS WIRE])--Domo (Nasdaq: DOMO) today announced the launch of Domo MMM, a new AI- sidekick for marketers that powers measurement and is designed to help organizations understand which marketing investments are truly d ...
AI 领袖齐聚印度拍摄大合照,奥尔特曼、阿莫代伊却“貌合神离”
Xin Lang Cai Jing· 2026-02-19 20:27
IT之家 2 月 19 日消息,据《商业内幕》报道,本周,多位全球人工智能领域领军人物齐聚新德里,原本讨论的是模型迭代与社会影响,却意外留下了一张 科技圈难忘的"手牵手"照片。 在印度 AI 影响力峰会的舞台上,德米斯 · 哈萨比斯(DeepMind CEO)、孙达尔 · 皮柴(谷歌 CEO,或译"桑达尔 · 皮查伊")、布拉德 · 史密斯(微软总 裁)、萨姆 · 奥尔特曼(OpenAI CEO)、达里奥 · 阿莫代伊(Anthropic CEO)等高管与印度总理纳伦德拉 · 莫迪并肩而立。 莫迪延续其标志性拍照方式,右手牵皮查伊、左手牵奥尔特曼,随后举起三人相连的手臂示意合影。其他科技高管迅速会意,左右张望后牵起身边人的手。 然而,最引人注目的画面却来自 OpenAI 与 Anthropic 两位掌门人。两人短暂停顿后举起手臂,却并未牵手,这一细节迅速成为社交媒体的截图焦点。 这场略显尴尬的瞬间发生在两家公司的"广告交锋"之后。据IT之家此前报道,本月早些时候,Anthropic 在超级碗期间发布 30 秒广告,调侃 OpenAI 计划在 ChatGPT 中引入广告。随后,奥尔特曼在 X 平台发长文反击,称 ...
Wytec International Has Negotiated an AI-Powered Co-Development Technology Agreement with APEX IP LLC for its Public Safety Platform Technology
Businesswire· 2026-02-19 20:12
SAN ANTONIO--(BUSINESS WIRE)--Wytec International, Inc. (OTCQB: WYTC) ("Wytec†or the "Company†), a developer of AI-powered public safety solutions, today announced that it is entering into a Co-Development Technology Agreement (the "Technology Agreement†) with Apex Protocol IP LLC ("Apex Protocol†), a Wyoming-based intellectual property holding company owned by Omnia Capital, to co-develop a proprietary AI-powered public safety monitoring platform. "The Technology Agreement represents a significant st ...
Finding "Goldilocks" Crude Oil Price & ETFs Tying Energy to AI Boom
Youtube· 2026-02-19 20:00
Energy Market Overview - Rising tensions between the US and Iran are expected to impact oil prices, with a current price around $65, which includes a $5 geopolitical risk premium [2][11] - The US administration aims to keep gasoline prices low, which is crucial for managing inflation [3][6] - Oil prices are currently at their highest levels since last summer, with a potential target of $70 per barrel for sustainable producer returns without significantly raising consumer gasoline prices [4][5] Geopolitical Risks - Iran's strategic position near the Strait of Hormuz, through which 20% of global oil and natural gas passes, poses a risk for global oil supply disruptions [8][12] - If Iran were to significantly disrupt oil supply, prices could rise dramatically, potentially exceeding $100 per barrel, although this scenario is considered unlikely [9][10] Market Supply Dynamics - Global oil inventories are currently well-supplied, but geopolitical tensions could affect future pricing [10][11] - Saudi Arabia holds spare capacity that could be utilized in the event of supply disruptions [13] Investment Opportunities in Energy Sector - Tortoise Capital offers various ETFs focusing on energy sectors, including natural gas, electrification, nuclear power, and AI infrastructure [14][15] - The Tortoise Essential Energy Fund (TNGY) emphasizes natural gas, which is expected to see rising demand driven by AI and LNG exports [15] - The Tortoise Electrification Infrastructure Index (TPZ) targets opportunities in electricity generation and transmission, anticipating a 2-3% annual growth in electricity demand in the US [15][16] - The Tortoise Nuclear Renaissance ETF focuses on the growth of nuclear power as a significant energy source [16] - The Tortoise Capital AI Infrastructure Fund (TCAI) captures investments in infrastructure necessary for AI development, including data centers and related technologies [17][19] Performance of Investment Funds - The TCAI fund has seen a 45% increase over six months, driven by rising capital spending in AI infrastructure [20][22] - Continued expansion of data centers and demand for AI applications are expected to sustain growth in this sector [21][22]
SEI Investments Company (SEIC) Focused on AI Integration and Capital Allocation to Create Value
Insider Monkey· 2026-02-19 19:42
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 ...