Core Insights - Wall Street is increasingly recognizing that AI may disrupt a wider range of industries more rapidly than previously anticipated, leading to sell-offs in various sectors beyond technology [1][2][12] Group 1: Market Reactions - Investors are shifting their focus from concerns about AI creating a bubble to fears that it will render many businesses obsolete [2][10] - The sell-off began in early February, triggered by the introduction of new AI products, such as a tax strategy tool from Altruist, which negatively impacted shares of wealth management companies [3][4] - Companies like Salesforce, Charles Schwab, and Blue Owl have seen stock declines as investors worry that AI could soon replicate their offerings [4][8] Group 2: Sector-Specific Impacts - There is a spillover effect affecting various sectors, including legal services, insurance, tax preparation, and financial services, as AI products are introduced [3][6] - Video game stocks have been impacted following the launch of Google Gemini, and real estate stocks are also experiencing sell-offs due to fears of AI disruption [8][9] Group 3: Investor Sentiment - Investors are increasingly concerned about AI risks and are seeking to invest in companies perceived as "AI winners" while avoiding those associated with risks [6][7] - There is a dichotomy in investor sentiment, with some worried about excessive spending on AI by tech companies and others fearing the obsolescence of numerous businesses due to AI [9][10] - The uncertainty surrounding future AI developments makes it difficult to predict market movements, leading to heightened caution among investors [11][12]

back. Uh we're back with this year's newlyannounced person of the year. It's choice for 2025.The architects of AI according to Times person of the year. It's a person. Is it a person.Joining us now to explain the pick technology correspondent for time, Andrew Chow. So tell us about it. >> Yes.So person of the year measures influence for better and for worse. This is really important. Both for better and for worse.And I think it's undeniable the massive massive impact that AI has had on all levels of society ...

Partnership & Technology - OpenAI 与 Broadcom 合作开发定制芯片，并计划部署 10 吉瓦电力[1] - 合作是三方联动，包括定制AI加速器/GPU/XPU，连接所有XPU的网络（基于开放标准以太网），以及软件[5][6] - 定制芯片将针对特定工作负载进行优化，结合 OpenAI 的 AI 模型构建知识和 Broadcom 的芯片实现能力[2] - 目标是构建最佳AI平台，以空前的功率和成本实现最高性能[7] Market Demand & Growth - 行业需要更多的计算能力来支持AI革命[2] - OpenAI 正在经历“雪崩式”的需求增长，Sora 的采用速度甚至超过了 ChatGPT[9][10][11] - OpenAI 致力于降低每个 token 的成本，同时提升模型智能[13][14] Infrastructure & Investment - OpenAI 认为构建计算基础设施非常困难，需要不同的融资机制[8] - OpenAI 正在进行历史上最大的基础设施建设，规模超过阿波罗计划[17] - OpenAI 正在与电力公司沟通，需要比计划更多的电力供应[18]