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奥特曼公然叫板马斯克,重金杀入脑机接口,硅谷两大巨头彻底决裂
3 6 Ke· 2025-08-13 08:22
马斯克和奥特曼,看来是要不死不休了! 曾经的好兄弟,如今的死对头,在AI战场上,两人早就杀红了眼。 【导读】战火升级!马斯克还在X上和奥特曼口水战,奥特曼反手就密谋支持一家脑机接口公司,与马斯克的Neuralink正面对决。这场关乎人类未来的 科技战争,已经从AI蔓延到了你的大脑! 2015年10月6日旧金山二人同台&AI让他俩打起来 你以为这就完了?不,战火已经烧到了一个更疯的领域! 根据金融时报报道,奥特曼正准备豪掷重金,扶持一家名为Merge Labs的公司。 该公司将通过将人脑与计算机连接起来,正面与马斯克的Neuralink展开竞争。 据三位知情人士透露,OpenAI及其联合创始人奥特曼正准备豪掷重金,扶持一家名为Merge Labs的公司,目标直指——将人类大脑与计算机相连! 这无疑是对马斯克旗下明星公司Neuralink的公然挑战,两位亿万富翁的对决,已经进入白热化阶段! 反正,现在正面不好硬刚ChatGPT,马斯克决定直接从人性层面突围了。 下图similarweb统计的生成式人工智能的访问量,OpenAI几乎垄断! 马斯克现在的主要工作就是在X上分享用户的Grok Imagine照片,以此为 ...
AI日报丨饥饿营销?英伟达H20被曝供应有限,且不打算重启生产
美股研究社· 2025-07-21 12:33
Group 1 - The article highlights the rapid development of artificial intelligence technology, presenting significant opportunities in the market [1] - Apple is reportedly collaborating with Ant Group in the healthcare sector, integrating AI analysis with hardware data from iPhone and Apple Watch for personalized health assessments [3] - Foxconn has begun implementing NVIDIA's Vera Rubin platform, with expectations for GB300 to become a major AI server product by mid-2026 [3] Group 2 - Elon Musk announced the launch of "AI Boyfriend" Valentine, following the release of "AI Girlfriend" Ani, indicating a growing trend in AI companionship products [4] - JPMorgan Chase is expanding its research to include private companies, starting with a focus on OpenAI, reflecting the bank's strategy to leverage growth in the AI sector [4] - NVIDIA has informed Chinese customers about limited supply of its AI chip H20, which is a "downgraded" version of its flagship H100, accounting for 80% of its revenue in China [5][6] Group 3 - The H20 chip's production was affected by U.S. export controls, leading to significant financial losses for NVIDIA, which reported a $5.5 billion impact [6] - Despite the lifting of the H20 ban, domestic chip manufacturers in China have already filled their production capacity, limiting the market impact of the H20 chip [7] - China Galaxy Securities reports that the demand for high-performance data centers will continue to drive growth in the optical module industry, emphasizing the importance of product development capabilities [9] Group 4 - Bank of America raised Microsoft's target price from $515 to $585 ahead of its Q4 earnings report, maintaining a buy rating [11][12] - Analysts expect Azure's growth to reach 35.5% year-over-year, driven by strong performance in cloud migration and data analytics [13] - The anticipated growth for Microsoft's revenue in FY2026 is projected to be 14%, with Azure becoming a larger revenue component [14]
马斯克搞事情,30美元就能拥有“AI女友”?
3 6 Ke· 2025-07-16 08:12
Core Insights - Elon Musk's AI chatbot Grok has launched a new "AI girlfriend" named Ani, which has sparked significant online discussion regarding its implications for technology and consumer behavior [1][10] - The subscription model for Ani is priced at $30 per month, raising questions about the value proposition and potential for consumer engagement [1][7] Product Features - Ani is designed as a gothic girl with a unique aesthetic, appealing to fans of anime and virtual characters, showcasing a blend of personality traits that resonate with users [4][6] - The interaction with Ani mimics a romantic relationship, where users can increase their affinity through conversation, with a notable feature that unlocks a NSFW mode at higher affinity levels [6][9] Additional Characters and Functions - The subscription also includes other characters like Bad Rudy, a mischievous panda, and a fitness coach character named Chad, catering to diverse user preferences [8][7] - The NSFW content toggle allows users to control the nature of their interactions, reflecting a growing trend towards personalized user experiences in AI [9] Industry Trends - The launch of AI-driven digital interactions indicates a potential shift in the internet and gaming industries, with opportunities for deeper emotional connections between users and AI [13] - Recent developments in AI gaming, such as the demo of "Whispers of the Stars," highlight the feasibility and appeal of AI characters in interactive storytelling [14] Ethical Considerations - The introduction of AI companions raises ethical questions about emotional dependency and the psychological risks associated with prolonged interactions with virtual entities [10][12] - The societal implications of AI's role in emotional support and the potential for misuse or negative impact on mental health are critical areas for ongoing discussion [12][15]