Nebius was caught up in an AI stock sell-off that reversed course this week.Nebius Group (NBIS +0.19%) has been one of the artificial intelligence (AI) stocks investors have piled into in the last six months. Shares have soared 140% in that time. Yet it is trading 30% below recent highs as fears grew that AI infrastructure spending has increased too far, too fast. That sell-off reversed course this week, though, with Nebius shares rallying 14%, according to data provided by S&P Global Market Intelligence. T ...

Key Points BigBear.ai's stock has surged 35% year to date in 2025. The acquisition of AskSage, a generative AI platform, will bring high-margin recurring revenue to BigBear.ai. BigBear.ai is poised to benefit from increased government spending on AI and a shift toward recurring revenue streams. 10 stocks we like better than BigBear.ai › Government agencies are increasingly turning to artificial intelligence (AI) solutions for data analysis, task automation, and faster decision-making. BigBear.ai ...

21世纪经济报道记者 申俊涵 广州报道 近日，在2025粤港澳大湾区文化产业投资大会的文化科技路演专场，广州级数人工智能科技有限公司联合创始人兼总经理黄君城分享了级数AI的创立初 心、核心技术情况，以及未来发展愿景。 级数AI联合创始人兼总经理黄君城进行路演 深耕教育垂直领域，实现AI精准赋能 级数AI成立于2024年6月，公司以"大模型+教育"为核心发展战略，致力于对教育领域进行AI垂直化赋能。同年12月，公司引进广东省教育信息化领军企业- 广东宜教通集团进行战略合作。2025年2月，级数AI正式发布了自研教育垂直大模型——级数BEE大模型。截至目前，级数AI已经跟阿里云、卓越教育集团 （03978.HK）、狄耐克股份公司（300884）达成全面战略合作。 在级数AI的团队中，既有来自百度、头条、阿里等国内顶尖的AI工程师，也有来自教育行业的资深人士、连续创业者。其中，公司创始人陈柯利曾是百度 文心一言团队的核心负责人，同时也是工业和信息化部人工智能标准组主要成员；联合创始人杜振锋是上市公司宜通世纪（300310）的创始人之一，精通企 业治理与资本运作；联合创始人黄君城深耕教育培训行业近20年，具备深厚的行 ...

Core Insights - The "Beijing Artificial Intelligence Industry White Paper (2025)" indicates that the core AI industry scale in Beijing is expected to reach 215.22 billion RMB in the first half of 2025, representing a year-on-year growth of 25.3% [1] - The total industry scale for 2025 is projected to exceed 450 billion RMB [1] - The white paper highlights a shift in global AI development from isolated technological breakthroughs to collaborative ecological innovation [1] Industry Overview - The AI industry in Beijing is experiencing both quantitative and qualitative growth, with a more complete industrial chain forming a globally competitive ecosystem [1] - Commercialization pathways are becoming clearer, with companies like Baidu and Douyin achieving record high revenues and active user numbers [1] Innovation and Collaboration - The AI ecosystem in Beijing is characterized by vibrant innovation, with a strong collaborative atmosphere and open-source contributions in foundational software and model algorithms [1] - There is an increase in international cooperation, exemplified by the establishment of the first "Zhongguancun AI Enterprise Overseas Service Port" to support companies in global expansion with technology, standards, and products [1]

"模速空间"不仅是创业者的创新基地，更是一个完备的产业生态系统。入驻的企业通过共享芯片设计、模型算法、数据语料、行业应用等核心优质资源，快 速推动从创意到产品的开发。这里的企业不再需要四处奔波，通过集成化的服务，缩短了研发周期，提高了产品的市场响应速度。 目前在"模速空间"内，已经有多家像张佳维这样的科创公司，不仅快速开拓了国内市场，更赢得了国际市场的高度认可。近年来，上海系统整合教育、科 技、人才优势，正在成为中国科技创新和智能制造的"动力引擎"，也成为全球创新的领跑者。 央视网消息（新闻联播）：在全球科技竞争的舞台上，中国的创新力量正加速崛起，尤其是在上海这座创新引领的城市，科技企业凭借突破性的技术不断加 速国际化进程，展现出全球竞争力。它们如何从技术研发到市场应用，在全球竞争中脱颖而出？请看总台记者来自一线的调研。 人工智能（AI）作为当前最具前沿性和潜力的技术，正在深刻影响着世界。到目前为止，上海的AI人才规模已接近30万，约占全国总量的三分之一，成为 全球重要的人工智能技术创新中心。 位于上海徐汇区的"模速空间"，是这股创新浪潮中的一个缩影。这里是年轻创业者的"梦工厂"，众多初创企业在这里找到了发展 ...

Companies that have tied up with OpenAI to supply data centres,chips, and “compute” processing power have borrowed about $96 billion in debt to fund their operations, according to a recent analysis by The Financial Times.According to the report, companies like SoftBank, Oracle and CoreWeave have borrowed at least $30 billion to invest in the loss-making startup as it benefits from a deb-fuelled spending spree without having to take any financial birden itself.This highlights the AI industry's rising relianc ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Insights - The release of ChatGPT has significantly transformed the corporate landscape and investor sentiment, marking a notable shift in stock prices and operational workflows [1][2][3] - The economy is increasingly K-shaped, highlighting a growing divide between financial haves and have-nots, both in corporate and consumer sectors [2] - ChatGPT catalyzed a technological boom, reversing a challenging market environment that had persisted since the financial crisis [3] Market Context - The S&P 500 index experienced a 25% decline from its record high at the beginning of 2022, hitting its lowest point in October 2022 before rebounding nearly 13% by the time ChatGPT was released [5] - In late 2022, inflation was high, and the Federal Reserve was raising interest rates aggressively, impacting tech stocks that had previously thrived during the pandemic [6] - Major tech companies saw significant stock declines in 2022, with Nvidia down almost 70%, Apple down nearly 30%, and Amazon shares halved [7] Company Valuation - OpenAI's valuation skyrocketed from $14 billion before the release of ChatGPT to $500 billion today, positioning it among the world's most valuable companies [9]

华商韬略 . 以下文章来源于华商韬略 ，作者华商韬略 聚焦标杆与热点、解构趋势与韬略 作者： 杨彼得 来源：华商韬略 -------------------------------- 11月12日下午，字节跳动一则短短的人事消息，在科技圈炸开了锅。 任某某，字节跳动大模型团队（Seed）的研究员，因泄密遭到公司开除。据澎湃新闻、证券时报等 多家媒体证实，当事人已于11月11日办完离职，距离通报仅隔一天。 任某某是机器人系统集成的专家。作为拥有8.6万粉丝的大V，他曾在知乎上透露，自己深度参与了 字节机器人操作大模型GR-3的研发。 而这一事件的意义远不止于普通的人事处罚——这是国内大厂首次 因泄密解雇AI核心研发人员 ， 也 象征着字节跳动率先打响了大厂内部整顿"AI军纪"的第一枪。 01 整顿 AI 军纪第一枪 事实上， 对信息安全的重视在字节早已有迹可循 。今年9月，字节跳动企业纪律与职业道德委员会 发布二季度员工违规处理情况，100名员工因触犯公司红线被辞退。 通报中特别提到，有10名员工因违规参与外部付费访谈、泄露公司保密信息而受到处罚。字节专门 提醒员工，对外部咨询公司以"专家访谈""行业研究"等名 ...

Don't call it a bubble, friends!You can't move five pixels on the internet without being hit with something AI related these days (my apologies for contributing there). Whether it's bad memes on your Instagram feed or AI-powered bots flooding X, or even nation states turning to AI to write government policy — AI has become the tech craze du jour and will likely remain that way for the foreseeable.Microsoft has bet heavily on OpenAI to fuel its own AI efforts, spearheaded by Microsoft Copilot. So far, Copilo ...