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重磅应用密集上线,同时“硬刚”谷歌、亚马逊和Meta,OpenAI急了?
Mei Ri Jing Ji Xin Wen· 2025-10-22 14:12
"这是一个以ChatGPT为核心、由人工智能驱动的浏览器。" 10月22日,OpenAI首席执行官山姆·奥尔特曼(Sam Altman)通过在线直播,正式发布了该公司首款AI浏览器ChatGPT Atlas。这款产品 旨在为用户提供更个性化、更具颠覆性的上网体验,并能代替用户执行预订、填表等一系列复杂任务。 此举被市场解读为OpenAI首次从应用层"杀入"互联网终端,正式"硬刚"谷歌Chrome在浏览器领域长达十余年的霸主地位。消息传出, 谷歌母公司股价在周二盘中一度跌近5%。 不过,ChatGPT Atlas也面临着质疑之声。有评论指出,Atlas可能是OpenAI为"截胡"谷歌潜在新品而推出的"半成品"。其智能体模式在 执行复杂任务时,速度和准确性也有待提升。 近期,OpenAI动作频频。就在10月初,OpenAI在48小时内接连祭出两大重磅产品——在ChatGPT中上线的"即时结账"功能,以及独立社 交应用Sora App,同时挑战电商巨头亚马逊和社交媒体巨头Meta。10月中旬,奥尔特曼又宣布ChatGPT将"解禁"成人内容。 01 OpenAI发布AI浏览器 谷歌股价一度跌近5% 被定义为"以Cha ...
重磅应用密集上线,同时“硬刚”谷歌、亚马逊和Meta!OpenAI急了?今年要“烧”85亿美元
Mei Ri Jing Ji Xin Wen· 2025-10-22 13:52
每经记者|宋欣悦 每经编辑|段炼 兰素英 "这是一个以ChatGPT为核心、由人工智能驱动的浏览器。" 10月22日,OpenAI首席执行官山姆·奥尔特曼(Sam Altman)通过在线直播,正式发布了该公司首款AI浏览器ChatGPT Atlas。这款产品旨在为用户提供更 个性化、更具颠覆性的上网体验,并能代替用户执行预订、填表等一系列复杂任务。 被定义为"以ChatGPT为核心"的浏览器,ChatGPT Atlas一亮相便在资本市场掀起波澜。 图片来源:OpenAI官网 受此消息影响,浏览器市场霸主谷歌的母公司Alphabet股价在周二盘中一度跌近5%。 为了打造这款足以挑战Chrome的产品,OpenAI组建了一支星光熠熠的团队,包括前Chrome工程师达林・费舍尔(Darin Fisher)、曾参与Chrome与Firefox 开发的本・古杰尔(Ben Goodger)。 OpenAI CEO萨姆·阿尔特曼 图片来源:视觉中国 此举被市场解读为OpenAI首次从应用层"杀入"互联网终端,正式"硬刚"谷歌Chrome在浏览器领域长达十余年的霸主地位。消息传出,谷歌母公司股价在 周二盘中一度跌近5%。 不 ...
OpenAI unveils ChatGPT Atlas browser
CNBC Television· 2025-10-22 13:28
So, OpenAI just launched ChateBT Atlas, which is a new web browser that puts AI front and center instead of bouncing between tabs and a chatbot. Atlas brings chatbt directly into the browsing experience. You can highlight text to get summaries, ask follow-up questions, or get help drafting smarter replies right inside of Gmail.And for paid users, there's agent mode where CatchBT can literally take actions for you like opening tabs, filling out forms, or shopping online. It's a browser built to think and act ...
AI进化速递 | Meta与Blue Owl Capital合作开展270亿美元AI数据中心项目
Di Yi Cai Jing· 2025-10-22 13:16
Group 1 - Uniphore, a US-based commercial AI company, has completed a $260 million Series F funding round with participation from Nvidia and AMD [1][3] - Uber and Nebius have invested $375 million in autonomous driving technology developer Avride [1][3] Group 2 - Yushu Technology has announced a new patent that can map human actions to robots [1] - Meta is collaborating with Blue Owl Capital on a $27 billion AI data center project [1] - OpenAI has launched a new AI web browser called ChatGPT Atlas, built on ChatGPT technology [1]
美股盘前要点 | 美国政府停摆22天,创史上第二长纪录!OpenAI推出新浏览器
Ge Long Hui· 2025-10-22 12:38
Market Overview - US stock index futures show mixed performance, with Nasdaq futures down 0.14%, S&P 500 futures up 0.07%, and Dow futures up 0.05% [1] - European stock indices mostly decline, with Germany's DAX down 0.13%, UK's FTSE 100 up 0.94%, France's CAC down 0.22%, and the Euro Stoxx 50 down 0.15% [1] Company Developments - OpenAI launches a new browser, ChatGPT Atlas, featuring an integrated Agent proxy mode [3] - Google is reportedly negotiating with Anthropic to provide cloud computing services, with a contract value potentially reaching several billion dollars [4] - Meta collaborates with Blue Owl Capital on a $27 billion AI data center project [8] - IBM plans to invest $150 billion in the US over the next five years [9] - Alibaba Cloud expands its Tongyi Qianwen Qwen3-VL family, adding two new model sizes [10] - Rio Tinto is evaluating the possibility of a share swap with China Aluminum Group [11] Financial Performance - Netflix reports Q3 net profit of $2.547 billion, below expectations, and lowers its full-year operating margin guidance to 29% [12] - Texas Instruments sees Q3 revenue increase by 14% to $4.742 billion, but Q4 outlook falls short of expectations [13] - Intuitive Surgical reports Q3 revenue growth of 22.9% to $2.505 billion, with adjusted earnings per share of $2.40, exceeding expectations [14] - Mattel's Q3 sales decline by 6% to $1.74 billion, with adjusted earnings per share of $0.89, falling short of expectations [15] - Vale's Q3 iron ore production increases by 3.8% to 94.4 million tons, with sales up 5.1% to 86 million tons [16] Industry Impact - Japan warns that the ban on electric bikes in Hanoi, Vietnam, could impact Honda's business and lead to job losses [17] - Charter Communications, a major US cable company, is laying off nearly 1,200 employees to streamline operations [18] - Beyond Meat experiences a two-day surge in stock price as the company expands its partnership with Walmart to increase product availability in more US stores [19]
McKinsey: CMOs and CFOs must unite to solve marketing tech ROI gap — with help from AI
Fortune· 2025-10-22 12:11
Good morning. Marketing technology, or “martech,” promises smarter customer engagement—but without clear ROI, it risks becoming a digital money pit. Chief marketing officers and chief financial officers play a major role in preventing that.Email marketing tools, customer data and automation platforms, and social media and campaign management systems are all examples of martech. Their use and configuration vary by industry, Robert Tas, a partner at McKinsey & Company, told me. “For instance, in financial ser ...
OpenAI 推出浏览器:“让位吧,Chrome”
创业邦· 2025-10-22 10:18
以下文章来源于硅星人Pro ,作者周一笑 硅星人Pro . 硅(Si)是创造未来的基础,欢迎来到这个星球。 来源丨硅星人pro (ID:Si-Planet) 作者丨周一笑 图源丨 ChatGPT Atlas 北京时间10月22日凌晨,没等来传闻中的Gemini 3,等来了OpenAI正式发布首款AI浏览器 ChatGPT Atlas。 简单来说,这是一个把ChatGPT"塞进"浏览器的产品,你在任何网页上都能随时唤出ChatGPT侧边 栏,让AI帮你总结内容、编辑文字、甚至代替你完成购物和预订任务。 听起来有点像Chrome装了个ChatGPT插件?确实如此,但OpenAI的野心远不止于此。 关于OpenAI开发浏览器的传闻早在2024年11月就已流传,做浏览器的目标很明确,争夺互联网信息 入口的控制权,获取更多用户数据。如今靴子落地,Google股价一度下跌了不少。 有趣的是,OpenAI正是用一个长得最像Chrome的浏览器,来挑战Chrome,用你最熟悉的方式打败 你。ChatGPT Atlas没有选择激进的界面革新,也没有太多功能创新,而是保留了多标签、地址栏这 些用户习以为常的元素,只是把AI放到了 ...
AI日报丨OpenAI将推出新款浏览器ChatGPT Atlas,Meta联手Blue
美股研究社· 2025-10-22 10:09
整理 | 美股研究社 在这个快速 变 化的 时代, 人工 智能技术正以前所未有的速度发展,带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势,为您提供深度的行 业 洞察和 价 值 分析。 10月22日,爱彼迎Airbnb CEO布莱恩·切斯基在媒体采访中公开表示,公司正"大量依赖阿里 巴巴的通义千问模型",并直言"比OpenAI更好更便宜"。他同时表示,"我们也会使用OpenAI 的最新模型,但通常不会在生产环境中大量使用,因为有更快、更便宜的模型可供选择。" 【国内首款AI辅助新药MTS-004完成三期临床】 10月22日,剂泰科技宣布,公司自研人工智能驱动小分子制剂优化平台AiTEM候选药物 MTS-004已顺利达到III期临床研究主要终点,成为目前国内首款完成III期临床的AI赋能制剂新 药。MTS-004也是中国首款且目前唯一完成III期临床试验的PBA(Pseudobulbar Affect假 性延髓情绪失控)药物,有望填补国内PBA治疗领域尚无获批药物的空白。 【 加码AI电力需求!GE Vernova(GEV.US)斥资53亿美元收购Prolec剩余50%股份 ...
OpenAI发布首个AI浏览器ChatGPT Atlas!谷歌最怕的来了
美股研究社· 2025-10-22 10:09
来源 | 新智元 OpenAI再次向谷歌发起冲锋! 就在刚刚,OpenAI发布了一款以ChatGPT为核心打造的全新浏览器——ChatGPT Atlas。 核心功能如下: · 内置ChatGPT: 可通过侧边栏在任意页面调用 · 浏览器记忆: 搜索你的浏览记录 · AI智能体: 可在页面上执行操作 手快的网友,已经用上ChatGPT Atlas发推了! 网友「swyx」表示,这是OpenAI在获取完整用户上下文、打造完全个性化通用人工智能方 面,迈出的最关键一步—— 下一代操作系统,就是浏览器。 ChatGPT Atlas到底给谷歌Chrome带来了多大威胁? 产品刚一发布,谷歌母公司Alphabet的股价今日应声下挫超2%。 顺便一提,设成默认浏览器后还可获赠7天「会员」。 今天,全世界的macOS用户都可以下载ChatGPT Atlas使用,包括免费、Plus、Pro及Go用 户。Windows、iOS和Android版本很快就会推出。 上手简单 但智能体模式要付费 上手非常简单:首次打开ChatGPT Atlas时,登录你的ChatGPT账户,并从当前浏览器导入 书签、已保存的密码和浏览历史即可。 与此 ...
Navigating a Mixed Market: Tech Earnings and AI Developments Drive Wednesday’s Trading
Stock Market News· 2025-10-22 10:07
Market Overview - U.S. equity markets are experiencing a nuanced trading session influenced by corporate news and earnings reports, with mixed signals in major market indexes [1][2] - Premarket activity shows Nasdaq 100 and Dow Jones Industrial Average futures slightly lower, while S&P 500 futures indicate a marginal uptick, suggesting cautious optimism [2][3] Corporate Earnings - Tesla (TSLA) is set to announce Q3 2025 financial results, with analysts forecasting earnings per share of $0.48 on revenue of approximately $24.98 billion, while some predict Non-GAAP earnings per share of $0.66 and revenue of $28.4 billion [4] - Other companies reporting Q3 results include IBM, SAP, Boston Scientific Corp. (BSX), Medpace Holdings Inc. (MEDP), Molina Healthcare Inc. (MOH), and Thermo Fisher Scientific Inc. (TMO), providing insights into various sectors [5] Economic Indicators - The Bureau of Labor Statistics (BLS) will release "State Job Openings and Labor Turnover for August 2025," offering valuable labor market data [6] - An EIA report is also expected, providing insights into energy markets, while speeches from ECB officials may hint at global monetary policy direction [6] Major Corporate Developments - Tesla announced a recall of approximately 12,963 vehicles due to a potential battery pack contactor failure, which may impact stock performance despite mixed earnings prospects [7] - Microsoft (MSFT) reported CEO Satya Nadella's pay surged to $96.5 million, a 22% increase, attributed to advancements in AI and strong stock performance [11] - Alphabet (GOOGL) shares dipped 2% due to competition from OpenAI's new browser but rebounded 3.1% on news of a potential multi-billion dollar cloud deal with AI startup Anthropic [11] - Apple (AAPL) is reportedly cutting production orders for the new iPhone Air model due to weaker demand, leading to a 0.7% decline in shares [11] - Nvidia (NVDA) continues to be a key player in the AI sector, with a 31% gain in 2025, although some valuation models suggest it may be overvalued [11] - Hyatt Hotels Corporation (H) announced a franchise agreement to introduce 50 Hyatt Studios hotels in China, indicating expansion in the extended-stay segment [11] - Canon Inc. achieved a production milestone of over 170 million units in its RF/EF interchangeable lens series [11]