来源：环球网 【环球网科技综合报道】10月19日消息，据科技媒体Techcrunch报道，第三方应用数据分析公司 Apptopia的最新分析指出，ChatGPT移动应用的增长可能已触及顶峰。该公司的估算数据显示，以全球 新增下载量百分比变化衡量，其用户增长在4月份之后已显现放缓势头。 深入观察其他指标可见，自7月以来，美国地区每日活跃用户的平均使用时长下降了22.5%，平均每日 会话数也减少了20.7%。 这表明美国用户在该应用上花费的时间变少，打开频率也有所降低。同期，用户流失率在经历下降后已 趋于稳定，意味着该应用正成功留住核心用户群体，而浅尝辄止的临时用户正在减少。 此外，过去一个月左右，全球每日活跃用户数的增长也开始趋于平稳。 尽管十月仅过半，但预计全球下载量的月度环比变化将下降8.1%。 需要说明的是，此数据反映的是下载量的"增长情况"，而非总量。若单看新增安装量，ChatGPT移动应 用的表现依然强劲，每日下载量仍维持在数百万次级别。 然而，下载增长陷入停滞，可能预示着该应用的整体增速正在放慢。对ChatGPT而言，日益加剧的市场 竞争以及其AI模型特性的调整，或是导致此现象的原因。 Apptop ...

台积电(TSM.US)将2025年营收增长预期上调至30%中段区间，此举释放出对英伟达公司芯片等人工智 能组件需求的强烈信心。财报显示，台积电三季度营收为331亿美元，同比增长40.8%，远超市场预 期；每股收益为2.92美元，高于市场的预期2.60美元。 在三季度利润超预期跃升39%至新台币4523亿元(合148亿美元)后，台积电同时提高了今年资本支出目标 的下限。该公司现在拨出至少400亿美元用于2025年的产能扩张和升级，高于此前380亿美元的下限。 它还是iPhone及众多其他设备处理器的独家制造商，而当前在中美贸易摩擦针锋相对的背景下，消费电 子需求仍存不确定性。 在中国对稀土矿物出口实施限制、美国随之对软件销售至中国施加额外关税和限制后，全球半导体供应 链企业正为可能出现的中断做准备。 不过，台积电的主要设备供应商阿斯麦控股周三表示，得益于人工智能热潮，对其最先进芯片制造设备 的需求正在激增。 第三季度，台积电3纳米出货量占晶圆总收入的23%；5纳米占37%；7纳米占14%。先进技术(定义为7纳 米及更先进的技术)占晶圆总收入的74%。 这些业绩凸显出，作为苹果(AAPL.US)及全球多数最大半导 ...

Core Viewpoint - The article discusses the trend of using AI-generated images of homeless individuals as pranks, particularly targeting parents, leading to significant anxiety and panic among them [3][18][25]. Group 1: Prank Mechanics - Young people are using AI tools like Google Gemini to create realistic images of homeless people in their homes, which they then send to their parents to elicit reactions [11][12]. - The pranks often involve sending multiple images showing the supposed homeless person engaging in various activities, such as eating or using personal items, which escalates the panic of the parents [4][6][10]. Group 2: Reactions and Consequences - Parents typically react with alarm, often attempting to contact their children or even calling the police out of fear for their safety [4][19][22]. - The phenomenon has gained significant traction on social media, with videos receiving millions of views and likes, indicating a widespread interest in such pranks [10][12]. Group 3: Ethical Considerations - The article raises concerns about the ethical implications of these pranks, highlighting that they can cause real distress and anxiety, particularly for older individuals who may not be familiar with AI technology [18][25]. - There is a warning that prolonged pranking could lead to unnecessary police involvement, wasting resources and potentially causing serious consequences [19][22].

高盛认为，AI领域五大争议包括：消费端AI采用迅速但变现滞后；企业AI部署扩张但ROI有限，仅5%公司见到可衡量收益；AI基础设施投资史无 前例，五大云服务商2025年资本支出预计达3810亿美元，同比增68%；AI工作负载将推动2030年全球数据中心电力需求增长165%；尽管存在泡 沫担忧，但当前估值水平较互联网泡沫时期仍有46%折扣空间。 研报称，据高盛分析， 消费者AI采用速度超预期 ，ChatGPT在7月已达到每周7亿活跃用户的纪录，但 变现能力仍落后于基础设施投资 。高盛 称， 企业层面的AI投资回报率仍然有限，尽管内部部署持续扩大，但MIT研究显示仅有5%的公司从AI中看到可衡量的损益表影响。 与此同时，高盛表示， 今年AI基础设施投资达到历史性水平，全球五大（亚马逊、微软、谷歌、Meta和甲骨文）超大规模云服务商资本支出预计 将达到3810亿美元 ，同比增长68%。研报指出， AI工作负载的快速扩张将显著增加数据中心需求，到2030年全球电力需求将增长超过165%。 对于最受关注的AI泡沫风险问题，高盛认为， 虽然当前市场环境与1990年代末期存在相似之处，但纳斯达克100指数的市盈率较互联网泡 ...

Core Insights - The ongoing debate about whether the market has entered an AI bubble is intensifying, particularly following Goldman Sachs' recent report analyzing five key controversies in the AI sector [1][2]. Group 1: AI Adoption and Monetization - Consumer AI adoption is accelerating, with ChatGPT reaching a record of 700 million weekly active users in July, but monetization capabilities are lagging behind infrastructure investments [1][3]. - A significant disparity exists between the rapid growth of consumer AI usage and the slower monetization efforts by AI companies, as evidenced by only 40% of companies purchasing official LLM subscription services despite 90% of employees using personal AI tools [3][4]. Group 2: Corporate AI Deployment and ROI - Companies are expanding internal AI applications to enhance efficiency, yet the visibility of ROI remains low, with only 5% of firms reporting measurable impacts on their financial statements [5][6]. - The advertising sector is identified as a potential disruption area, with AI-driven platforms threatening traditional advertising agencies, which collectively represent a profit pool of approximately $161 billion [5][6]. Group 3: AI Infrastructure Investment - AI infrastructure investment is at an unprecedented level, with the five major cloud service providers expected to spend $381 billion in 2023, marking a 68% year-over-year increase [1][7]. - By 2025, total spending on AI-related capital is projected to reach around $1.4 trillion, driven by increasing consumer demand and significant partnerships announced recently [7][8]. Group 4: Power Infrastructure Demand - The rapid expansion of AI workloads is expected to increase global power demand for data centers by over 165% by 2030, necessitating substantial new power generation capacity [10][11]. - In the U.S., 60% of future power demand will require new generation facilities, primarily from natural gas, solar, and wind sources [10]. Group 5: Bubble Risk Assessment - While there are similarities between the current market and the late 1990s, the current valuation levels are significantly lower, with the Nasdaq 100 index trading at a 46% discount compared to the peak of the internet bubble [2][11]. - The IPO activity is also markedly lower than during the late 1990s, indicating a more cautious market environment [11].

Core Insights - OpenAI is set to introduce more granular control options for content rights holders in its AI video generation tool Sora, allowing them to dictate how their characters are used and share in revenue generated from such uses [1][2][3] Group 1: Control Options for Rights Holders - Content rights holders, including major film studios and IP owners, will have the ability to allow or block the use of their characters in Sora [2] - The rights holders include but are not limited to large film studios, anime and game IP owners, and physical IP rights holders [2] Group 2: Sora's Launch and Features - Sora has been launched as an independent app, initially available in the US and Canada, allowing users to create and share AI-generated videos up to 10 seconds long [3][7] - The app supports the generation of AI videos derived from copyrighted content, but usage permissions depend on the rights holders' settings and platform regulations [3][7] Group 3: Revenue Sharing and Monetization Strategy - OpenAI plans to implement a precise revenue-sharing model for rights holders who allow their characters to be used in Sora [3][4] - The company acknowledges that the revenue-sharing framework will require trial and error to optimize [4] Group 4: Market Impact and Competition - The rapid popularity of Sora 2 is seen as a strong confirmation of AI's potential to disrupt traditional software and applications, posing a threat to existing social media platforms [7] - Sora has transitioned from a model demonstration to a social-level product, achieving top rankings in the Apple iOS free app chart shortly after launch [8]

Group 1: Major Acquisition News - BlackRock's GIP is in advanced talks to acquire Aligned Data Centers, with a potential deal value of up to $40 billion, which could become one of the largest transactions of the year [3][4] - Aligned, supported by Macquarie Group, is valued at approximately $40 billion in this transaction, and GIP is also considering other large acquisitions, including the power company AES Group, valued at around $38 billion [3][4] - The acquisition of Aligned would mark another significant transaction since the launch of ChatGPT, as investors are increasingly betting on technology leaders that can drive industry and economic transformation [4] Group 2: OpenAI's New Application - OpenAI's newly launched video generation app, Sora, has topped the Apple App Store's "Top Free Apps" chart, indicating strong market interest [5][6] - Sora allows users to create short AI-generated videos and remix content from other users, and it is currently available only on iOS devices by invitation [5][6] - The app is powered by OpenAI's latest video and audio generation model, Sora 2, which is capable of creating highly realistic scenes and sounds [5] Group 3: Cerebras IPO Withdrawal - Cerebras has officially withdrawn its IPO plans in the U.S., a decision that comes after the company recently raised over $1 billion in funding, indicating sufficient capital for its operations [7][8] - The company has shifted its focus from hardware sales to providing cloud services, allowing users to query models powered by its chips [8] - Cerebras' CEO believes the original IPO filing is outdated, especially considering the latest developments in the AI sector [8]

图片来源： U nsplash Meta Platforms 员工已与谷歌云就使用谷歌人工智能模型优化 Meta 广告业务的可能性进行了探讨，知情人士透露。 这些讨论是最新的迹象，表明 Meta 在自身人工智能领域的挫折已促使它考虑采用其他公司的技术，至少在其新重组的人工智能团队改进模型期间作为临时 措施。 此前 The Information 报道称， Meta 正考虑采用 OpenAI 或谷歌的模型为其多项服务提供支持，包括通过 Meta AI 为用户查询提供对话式应答 。而关于广 告业务的讨论目前仍处于相对早期阶段，最终可能无法达成协议。 一位知情人士透露， Meta 员工已提议基于谷歌的 Gemini 及开源模型 Gemma 对 Meta 广告数据进行微调。另一位人士表示， Meta 正在探索利用 Gemini 模型来帮助理解内容（例如广告摘要生成），这是其广告推荐系统的众多输入要素之一。 该推荐系统旨在确保广告能精准触达目标人群。 Meta 考虑使用谷歌的技术来增强广告业务，这一事实颇为引人注目。广告业务是 Meta 公司 1645 亿美元营收帝国的核心引擎，其高管层曾多次强调，通过 对人工智能的投 ...

IT之家 9 月 25 日消息，据路透社报道，在 ChatGPT 即将迎来三周岁生日之际，至少有十分之一的散户投资者正借助聊天机器人进行选股。这一趋势推动了 智能投顾市场的繁荣，但即便是该工具的支持者也坦言，这是一种高风险策略，目前尚无法取代传统投资顾问。 借助人工智能技术，普通人如今也能完成选股、股票监控并获取投资分析，这些服务曾一度仅为大型银行或机构投资者所独享。 "我再也无法享用彭博（终端）这类极其昂贵的市场数据服务了，"梁杰瑞表示，"即便只是 ChatGPT 这样的基础工具，也能完成并复刻我过去的诸多工作流 程。"不过他同时提醒，这类工具可能会遗漏部分关键分析，因为它无法获取付费墙背后的数据。 并非只有梁杰瑞这样做，智能投顾行业正以指数级速度快速增长。 经纪商 eToro 对全球 1.1 万名散户投资者开展的调查显示，约半数散户表示，他们愿意使用 ChatGPT 或谷歌 Gemini 等人工智能工具来挑选股票或调整投资 组合，其中 13% 的人已在使用这些工具。 在英国，比较服务公司 Finder 开展的一项调查显示，40% 的受访者曾使用聊天机器人和人工智能获取个人财务建议。 ChatGPT 自身则 ...

【产业互联网周报将整合本周最重要的企业级服务、云计算、大数据领域的前沿趋势、重磅政策及行研报告。】 国内资讯 中山医院联手华为等发布"元医疗模拟实验室" 在9月15日举行的中山医院"国家人工智能应用中试基地"推进会上，中山医院"元医疗模拟实验室"正式揭牌，将开展人工智能医疗应用的测试"终端"与现场 验证等。华为、联影智能、迈瑞医疗、仪电鑫森等参与成果发布。 钉钉首款AI硬件DingTalk A1正式开售 钉钉首款AI硬件DingTalk A1旗舰版今日正式在天猫钉钉官方旗舰店开售。DingTalk A1是一款轻薄AI录音卡片，与钉钉最新发布的AI听记结合，能够帮助用 户高效记录、转写、翻译、总结和分析语音沟通内容，主要面向销售、人事、客服、律师、医生、教师等岗位和职业，能够帮助用户把沟通语音转化为经过 整理提炼的线上知识，在钉钉上分享、协作，同时这些工作过程数据会沉淀为高质量。 亚马逊云科技否认大中华区裁员 有消息称亚马逊云科技（AWS）大中华区计划裁员，或涉及超20%的员工。对此，亚马逊云科技发言人表示，报道严重失实，亚马逊云科技持续在中国积极 招聘人才。 海信集团与飞书正式签署合作协议 海信集团（以下简称 ...