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SandBoxaq启动了用于培训药物发现AI模型的数据集|pymnts.com

Sandboxaq已推出了SAIR（结构增强的IC50存储库），该数据集在100万个蛋白质配体系统中具有520万个合成3D分子结构的数据集，以提高对药物发现的结合亲和力预测的速度和准确性。Sair使用SandBoxaq的AI大量模型（LQM）功能和NVIDIA的DGX Cloud Platformal生成，使训练AI模型的培训速度比传统方法快1000倍。该数据集旨在将药物发现转变为快速，数据驱动的过程。Sandboxaq

Pelico为AI驱动的供应链编排平台筹集了4000万美元|pymnts.com

Pelico已获得4000万美元的资金，以扩大其在北美制造的AI驱动供应链平台。该公司现在总计7200万美元的资金，并在全球1000多个工厂提供服务，包括主要航空航天和国防公司。Pelico的平台旨在将供应链操作整合，将零件短缺减少40％，MRO周期时间增加40％，并将准时交付增加15％。通用催化剂领导了投资回合，强调了制造业中对弹性和智能供应链的迫切需求。佩利科

This Monster Artificial Intelligence (AI) Data Center Stock Is the Real Winner From Google's Deal with OpenAI (Hint: It's Not Nvidia) | The Motley Fool Google Cloud has signed a significant deal with OpenAI, marking a shift in AI landscape dynamics previously dominated by partnerships between OpenAI and Microsoft. This new collaboration is expected to benefit Alphabet's cloud business but also sees CoreWeave as an emerging key player due to its role in providing critical infrastructure services for AI development. With strong demand indicated by a 63% increase in CoreWeave’s remaining performance obligations, the company is positioned to further capitalize on this partnership with OpenAI and Google Cloud. However, while看好CoreWeave的长期前景，建议投资者在股价回调时再考虑买入。请注意，这里的最后一句摘要内容需要调整为英文原文风格进行表述。 In summary, while Alphabet stands to gain from this partnership, CoreWeave is identified as a potential significant beneficiary due to its role in supplying compute power for OpenAI's operations on Google Cloud. However, given the stock’s recent run-up, investors may want to wait for a pullback before considering an investment in CoreWeave. Google Cloud just signed a major deal with OpenAI, and no one is talking about the who the real winner of this partnership is. While Nvidia , Palantir Technologies , and Tesla consistently find their names in headlines regarding artificial intelligence (AI), I would argue that one company that dwarfs the attention garnered by big tech is OpenAI -- the start-up that kicked off the AI revolution in the first place. Recently, OpenAI sent shockwaves around the AI landscape yet again. This time, however, it wasn't because the ChatGPT developer released another groundbreaking product aimed at its rivals. Rather, investors learned that OpenAI is teaming up with ... Alphabet . Below, I'm going to detail why the partnership between OpenAI and Alphabet is such a big deal. Moreover, I'll break down which AI data center stock I think is poised to benefit most from this deal. Let's dig in. How are Google and OpenAI working together? You may recall that when OpenAI emerged a few years ago, Microsoft was fast to partner with the company. More specifically, Microsoft plowed $10 billion into OpenAI as part of a strategic investment. One of the cornerstones of this deal was integrating ChatGPT into Microsoft's cloud platform, Azure. Throughout their partnership, OpenAI's compute infrastructure for training and inferencing was primarily supported by Microsoft. With Google entering the picture, however, those dynamics have changed. OpenAI is branching out beyond Microsoft and now leveraging the Google Cloud Platform (GCP) to complement Azure for compute resources. While this is a huge win for Alphabet's cloud business -- which rivals both Azure and Amazon Web Services (AWS) -- I see an even bigger winner emerging from this partnership. Image source: Getty Images. What data center stock do I think is the real winner, and why? While Nvidia, Advanced Micro Devices , and Broadcom have been critical sources of high-performance chipsets for data centers throughout the AI revolution, a new player is emerging as a key resource in the space. CoreWeave ( CRWV -1.00% ) provides critical infrastructure services to AI developers through a cloud-based model. Companies that may not have the time or financial resources to acquire graphics processing units (GPU) from Nvidia and its peers can essentially rent them from CoreWeave's cloud-based infrastructure. Image Source: CoreWeave Investor Relations. Per the graph above, the 63% increase in CoreWeave's remaining performance obligations (RPO) suggests demand for infrastructure services is strong. However, there's a bit more to those figures above. Back in March, CoreWeave signed an $11.2 billion deal with (wait for it!)... OpenAI. Following the news of OpenAI's partnership with Google Cloud, further reporting outlined that CoreWeave is playing a role in this deal, too. CoreWeave is reportedly supplying compute power to Alphabet, which the company will then resell to OpenAI as part of the new cloud deal structure. As I outlined in this piece here , infrastructure services represent the next big tailwind along the AI spectrum. While OpenAI may continue to make the headlines as it inks new deals and further migrates from an overreliance on Microsoft, investors should keep a keen eye on how CoreWeave might also emerge as a subtle winner from these partnerships. Is CoreWeave stock a buy right now? Wall Street's consensus estimates for CoreWeave suggest an incredibly bullish outlook. It's rare for a company to triple its revenue and transition to profitability in a matter of just a couple of years. Now that CoreWeave is working closely with OpenAI, I suspect the company will become increasingly scrutinized as more AI infrastructure deals come to light. For these reasons, I think there is a lot riding on CoreWeave's ability to meet or exceed the forecasts below. CRWV Revenue Estimates for Current Fiscal Year data by YCharts While CoreWeave is a rising star in the AI realm and the company's outlook is bright, smart investors will recall that the company went public just a few months ago. Broadly speaking, IPO stocks can exhibit pronounced levels of momentum as hype around the new stock rises. With a stock price gain of nearly 300% in just two months, I think CoreWeave stock is overbought right now . Although I like the company as a long-term investment, I would encourage investors to exercise some patience and wait for a pullback before piling into the stock. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Adam Spatacco has positions in Alphabet, Amazon, Microsoft, Nvidia, Palantir Technologies, and Tesla. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Microsoft, Nvidia, Palantir Technologies, and Tesla. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy .

访问苹果的秘密耐久性实验室，Adobe的Firefly App和AI作为实习生

苹果的耐用性实验室提供了对其产品的严格测试程序的见解，包括iPhone，iPad，Mac和电池。测试模拟现实世界中的条件，例如极端温度和意外下降，以确保可靠性。Adobe已为iOS和Android设备启动了一个Firefly应用程序，为文本到视频，图像生成等提供了AI驱动的工具，并与计划集成了来自各种合作伙伴的其他模型的计划。

NVIDIA和AI BOOM帮助马来西亚的Nationgate在东南亚500上首次亮相，收入增长了720％

东南亚增长最快的公司Nationgate欠其720％以上的快速增长，这是AI投资驱动数据中心基础设施发展的激增。电子制造服务提供商已经看到了Google和Oracle等科技巨头进入马来西亚的大量交易，现在很大程度上依赖其数据计算领域的收入，贡献从17％上升到88％。但是，在机遇中，对美国出口控制违规行为的担忧使投资者吓到了投资者，导致Nationgate的股价下跌了40％。这

Openai引发了与Scale AI的参与pymnts.com

据报道，由于Scale与OpenAI的竞争对手Meta的新合作伙伴关系，Openai正在结束与数据标记的启动量表AI的关系。规模与元之间的合作引起了人们对竞争对手公司AI开发信息的潜在访问的担忧。Scale最近收到了META的大量投资，并宣布，Scale的创始人Alexandr Wang将加入Meta的“超级智能”单位，同时留在Scable的董事会中。此举是在据报道，Meta正在考虑进行数十亿美元的规模投资，这标志着其对AI研究的有史以来最大的外部支出。Openai

技术主管说，Apple Eyes使用AI设计芯片。

苹果公司的顶级硬件主管Johny Srouji表示有兴趣使用生成AI在比利时的演讲中加速苹果设备的定制芯片。Srouji强调了尖端工具和软件的重要性，包括EDA公司在芯片设计复杂性方面的最新产品。他还强调了大胆赌注的重要性，例如在没有任何备用计划的情况下将Mac计算机从英特尔的芯片过渡到苹果硅。