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美国银行警告说，美国股票的日子超过了AI回报，美国股票的日子已经结束。这2个“安静”交易是“与上升空间的破裂”。
2025-02-01 10:00:02
美国银行的迈克尔·哈特内特（Michael Hartnett）预测，由于估值高，诸如DeepSeek等中国人工智能公司的激烈竞争以及诸如政府支出降低和降低移民率之类的经济因素，美国股票市场的终结都超过了全球的表现。他警告说，这些趋势可能会挑战“巨大的七个”股票的统治地位，同时暗示了被低估的日本和欧洲银行股票的机会。
美国银行的迈克尔·哈特内特（Michael Hartnett）预测，由于估值高，诸如DeepSeek等中国人工智能公司的激烈竞争以及诸如政府支出降低和降低移民率之类的经济因素，美国股票市场的终结都超过了全球的表现。他警告说，这些趋势可能会挑战“巨大的七个”股票的统治地位，同时暗示了被低估的日本和欧洲银行股票的机会。
DeepSeek广泛采用市场驱动的选择：NASA之后的AI观察员成为美国最新机构，以阻止平台
2025-02-01 09:08:00
专家说，在美国国家航空航天局（NASA）和其他美国机构最近禁止使用安全问题的情况下，中国人工智能初创公司DeepSeek的广泛采用反映了市场驱动的选择。尽管采取了这些行动，但像Nvidia和Microsoft这样的科技公司都将DeepSeek整合到他们的平台中，并认识到其技术实力。与政府怀疑主义相比，这对比了主流技术社区对DeepSeek能力的更客观理解。
专家说，在美国国家航空航天局（NASA）和其他美国机构最近禁止使用安全问题的情况下，中国人工智能初创公司DeepSeek的广泛采用反映了市场驱动的选择。尽管采取了这些行动，但像Nvidia和Microsoft这样的科技公司都将DeepSeek整合到他们的平台中，并认识到其技术实力。与政府怀疑主义相比，这对比了主流技术社区对DeepSeek能力的更客观理解。
款待，人工智能和河流 - 前廊共和国
2025-02-01 09:00:00
- Sam Leith批评Microsoft的Copilot AI，将其与其前任Clippy进行了比较，并将其标记为昂贵的刺激性。 - 离群值媒体采访了底特律园丁，他们使用城市农业与社区建立联系并改善个人健康。 - 拉里萨·菲利普斯（Larissa Phillips）在“梦想回到土地上？”中讨论了农村农村生活的挑战和现实。 - 莎拉·雷登（Sarah Reardon）纠正了对款待的误解，并为练习效果提供了实用的建议。 - 拉尔夫·伍德（Ralph Wood）探讨了诺曼·麦克林（Norman Maclean）对丽贝卡·麦卡锡（Rebecca McCarthy）传记的韧性和悲剧的见解。 - 菲利普·邦恩（Philip Bunn）检查了适当使用AI工具在教育中的使用，并强调了对知识渊博的用户的需求。 - OpenAI报告说，中国初创公司使用其专有模型来培训开源竞争对手的证据。 - 玛丽·哈灵顿（Mary Harrington）分析了特朗普联盟中有关有机食品与工业食品实践的辩论。 - 首先，从保守的角度概述了指导技术发展和政策的原则。
- Sam Leith批评Microsoft的Copilot AI，将其与其前任Clippy进行了比较，并将其标记为昂贵的刺激性。 - 离群值媒体采访了底特律园丁，他们使用城市农业与社区建立联系并改善个人健康。 - 拉里萨·菲利普斯（Larissa Phillips）在“梦想回到土地上？”中讨论了农村农村生活的挑战和现实。 - 莎拉·雷登（Sarah Reardon）纠正了对款待的误解，并为练习效果提供了实用的建议。 - 拉尔夫·伍德（Ralph Wood）探讨了诺曼·麦克林（Norman Maclean）对丽贝卡·麦卡锡（Rebecca McCarthy）传记的韧性和悲剧的见解。 - 菲利普·邦恩（Philip Bunn）检查了适当使用AI工具在教育中的使用，并强调了对知识渊博的用户的需求。 - OpenAI报告说，中国初创公司使用其专有模型来培训开源竞争对手的证据。 - 玛丽·哈灵顿（Mary Harrington）分析了特朗普联盟中有关有机食品与工业食品实践的辩论。 - 首先，从保守的角度概述了指导技术发展和政策的原则。
彭博 - 您是机器人吗？
2025-02-01 08:16:16
网络上检测到的异常活动。单击下面的框以验证您不是机器人。确保启用JavaScript和Cookie。联系支持提供有关参考ID的帮助。
网络上检测到的异常活动。单击下面的框以验证您不是机器人。确保启用JavaScript和Cookie。联系支持提供有关参考ID的帮助。
AI入侵了我的教室。我感到震惊和击败|观点
2025-02-01 06:21:00
人工智能在学生工作中的存在越来越多，可能会破坏他们的批判性思维能力。亚利桑那大学的一位教授指出，尽管以前讨论了道德使用，但学生在学生中使用的使用情况发生了重大变化。这引发了人们对人类教师在技术进步主导的时代的作用的疑问。
人工智能在学生工作中的存在越来越多，可能会破坏他们的批判性思维能力。亚利桑那大学的一位教授指出，尽管以前讨论了道德使用，但学生在学生中使用的使用情况发生了重大变化。这引发了人们对人类教师在技术进步主导的时代的作用的疑问。
$ 2000 NVIDIA GEFORCE RTX 5090在创意软件和AI上进行了测试，并绝对抹杀了一切
2025-02-01 06:02:00
NVIDIA的新旗舰GPU GEFORCE RTX 5090建立在Blackwell Architecture上，已在CES 2025上发布，价格为2,000美元。与其前身RTX 4090和AMD的Radeon RX 7900 XTX相比，它具有32GB VRAM和改进的性能指标。诸如Adobe Premiere Pro，After Effect，Davinci解决方案和虚幻引擎等应用中的早期基准显示出显着改善，从RTX 4090的9％增强到在某些情况下，RTX 4090的效果比RTX 4090快38％。但是，NVIDIA旨在通过未来的驱动程序更新来解决的初始软件兼容性问题。
NVIDIA的新旗舰GPU GEFORCE RTX 5090建立在Blackwell Architecture上，已在CES 2025上发布，价格为2,000美元。与其前身RTX 4090和AMD的Radeon RX 7900 XTX相比，它具有32GB VRAM和改进的性能指标。诸如Adobe Premiere Pro，After Effect，Davinci解决方案和虚幻引擎等应用中的早期基准显示出显着改善，从RTX 4090的9％增强到在某些情况下，RTX 4090的效果比RTX 4090快38％。但是，NVIDIA旨在通过未来的驱动程序更新来解决的初始软件兼容性问题。
Microsoft股票：AI支出和估值问题（MSFT）所掩盖的收入胜过
2025-02-01 05:05:00
Microsoft股价在报告了22财年第2季度的结果后下跌了4％，尽管取消了对收入和收益的估计。该季度的收入增长了12％，每股收益增长了10％，这是由于强烈的云和人工智能表现的驱动。AI收入增长了175％。对AI开发的800亿美元资本支出计划的担忧引起了人们对其有效性的怀疑。分析师将微软的估值视为延长，目标价为394美元，并分配了“持有”评级。
Microsoft股价在报告了22财年第2季度的结果后下跌了4％，尽管取消了对收入和收益的估计。该季度的收入增长了12％，每股收益增长了10％，这是由于强烈的云和人工智能表现的驱动。AI收入增长了175％。对AI开发的800亿美元资本支出计划的担忧引起了人们对其有效性的怀疑。分析师将微软的估值视为延长，目标价为394美元，并分配了“持有”评级。
2025-02-01 04:00:00
Jim Cramer Says ‘More Out Of China Means Less For NVIDIA Corporation (NVDA)’ In an article discussing Jim Cramer's analysis of 10 stocks, particularly focusing on NVIDIA Corporation (NVDA), Cramer debates the impact of lower AI development costs demonstrated by China’s DeepSeek models on investor expectations regarding AI spending. Following concerns over whether reduced costs would decrease GPU demand and data center investments, Cramer remains cautious but观望态度，认为AI支出的叙事转变是否永久还需观察具体信号，如数据中心重启情况或GPU订单变化。 We recently published an article titled Jim Cramer Discusses These 10 Stocks & Says He's In Waiting For AI GPU Spending Clarity . Â In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the other stocks Jim Cramer recently discussed. In his latest appearance on CNBC's Squawk on the Street, Jim Cramer commented on whether the low AI development costs demonstrated by China's DeepSeek AI models would upend investor expectations of AI spending. Ever since the AI wave kicked off in November 2022, businesses have committed and spent hundreds of billions of dollars to procure AI GPUs and develop data centers to host them. The high spending requirements also led President Trump to announce a massive $500 billion Stargate project earlier this month. However, data center stocks crashed on Monday and wiped out a trillion dollars of value as investors worried whether low AI development costs would mean that this spending would not materialize. Cramer is divided about the overall sentiment when it comes to AI spending after the DeepSeek selloff. He commented that the lower costs are "the theme of the moment because some people saw it coming." Cramer added "and yet they still ordered. That would be the Zuckerberg case, maybe the Musk piece." On the other hand, he outlined that others "just say oh my, what am I in, I'm gonna go buy a double short NVIDIA." Finally, the CNBC host also shared a third category of people "who think that it's [Wall Street's favorite AI GPU stock] a hand cream." While investors fretted about lower AI costs translating into weaker demand for items such as GPUs, another narrative questioned whether lower costs meant that AI development would open up to more firms and entities than the higher costs had previously permitted. Cramer admitted that this was possible, but added that it also meant that perhaps "the monopoly rent that people feel that" the premier GPU company "was charging is gone." He added that he was in wait-and-watch mode when it came to AI spending. Cramer noted several events that could signal to him that perhaps the narrative shift surrounding AI spending was permanent. One of his tests "test would be, uh, is, Three Mile Island not going to be reopened? That would be one I need to hear." The second driver that might convince the CNBC TV show host of a paradigm shift for AI spending would be reports of "any [GPU] order pullback. And I have not heard that yet." Cramer added "But that's not, necessarily, what people are going to announce, 'listen, I've decided. . . If this thing only needs one-tenth of the power, one-tenth of the compute, well I'm going to cut my orders by nine-tenths.' I've not heard that yet, but this thing is. . . a steamroll."
Jim Cramer Says ‘More Out Of China Means Less For NVIDIA Corporation (NVDA)’ In an article discussing Jim Cramer's analysis of 10 stocks, particularly focusing on NVIDIA Corporation (NVDA), Cramer debates the impact of lower AI development costs demonstrated by China’s DeepSeek models on investor expectations regarding AI spending. Following concerns over whether reduced costs would decrease GPU demand and data center investments, Cramer remains cautious but观望态度，认为AI支出的叙事转变是否永久还需观察具体信号，如数据中心重启情况或GPU订单变化。 We recently published an article titled Jim Cramer Discusses These 10 Stocks & Says He's In Waiting For AI GPU Spending Clarity . Â In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the other stocks Jim Cramer recently discussed. In his latest appearance on CNBC's Squawk on the Street, Jim Cramer commented on whether the low AI development costs demonstrated by China's DeepSeek AI models would upend investor expectations of AI spending. Ever since the AI wave kicked off in November 2022, businesses have committed and spent hundreds of billions of dollars to procure AI GPUs and develop data centers to host them. The high spending requirements also led President Trump to announce a massive $500 billion Stargate project earlier this month. However, data center stocks crashed on Monday and wiped out a trillion dollars of value as investors worried whether low AI development costs would mean that this spending would not materialize. Cramer is divided about the overall sentiment when it comes to AI spending after the DeepSeek selloff. He commented that the lower costs are "the theme of the moment because some people saw it coming." Cramer added "and yet they still ordered. That would be the Zuckerberg case, maybe the Musk piece." On the other hand, he outlined that others "just say oh my, what am I in, I'm gonna go buy a double short NVIDIA." Finally, the CNBC host also shared a third category of people "who think that it's [Wall Street's favorite AI GPU stock] a hand cream." While investors fretted about lower AI costs translating into weaker demand for items such as GPUs, another narrative questioned whether lower costs meant that AI development would open up to more firms and entities than the higher costs had previously permitted. Cramer admitted that this was possible, but added that it also meant that perhaps "the monopoly rent that people feel that" the premier GPU company "was charging is gone." He added that he was in wait-and-watch mode when it came to AI spending. Cramer noted several events that could signal to him that perhaps the narrative shift surrounding AI spending was permanent. One of his tests "test would be, uh, is, Three Mile Island not going to be reopened? That would be one I need to hear." The second driver that might convince the CNBC TV show host of a paradigm shift for AI spending would be reports of "any [GPU] order pullback. And I have not heard that yet." Cramer added "But that's not, necessarily, what people are going to announce, 'listen, I've decided. . . If this thing only needs one-tenth of the power, one-tenth of the compute, well I'm going to cut my orders by nine-tenths.' I've not heard that yet, but this thing is. . . a steamroll."
AI驱动的无人机公司协助乌克兰农田脱离
2025-02-01 03:58:05
AI公司Safe Pro Group已与乌克兰农业公司Nibulon签署了一项多年合同，以使用AI驱动的无人机进行地雷检测。该合作伙伴关系旨在解决乌克兰广泛的土地污染，估计有139,300平方公里可能受到正在进行的冲突炸药的影响。Safe Pro的Spotlightai平台将有助于更有效地调查农田，该公司的AI处理了931,000多个无人机图像，并确定了10,500英亩的18,000多个爆炸性残留物。乌克兰在制裁中被认为是世界上最矿的国家，而中国仍然是俄罗斯唯一的重要军事用途稀有金属供应商。
AI公司Safe Pro Group已与乌克兰农业公司Nibulon签署了一项多年合同，以使用AI驱动的无人机进行地雷检测。该合作伙伴关系旨在解决乌克兰广泛的土地污染，估计有139,300平方公里可能受到正在进行的冲突炸药的影响。Safe Pro的Spotlightai平台将有助于更有效地调查农田，该公司的AI处理了931,000多个无人机图像，并确定了10,500英亩的18,000多个爆炸性残留物。乌克兰在制裁中被认为是世界上最矿的国家，而中国仍然是俄罗斯唯一的重要军事用途稀有金属供应商。
USPTO宣布新的人工智能策略|JD Supra
2025-02-01 02:28:01
2025年1月14日，USPTO揭幕了其新的人工智能（AI）战略，以指导在代理机构内部和整个知识产权景观中负责实施AI。该策略包括五个重点领域：IP政策制定，AI功能，负责的AI使用，劳动力专业知识和协作。每个领域概述了旨在促进包容性AI创新，支持USPTO的愿景和使命以及维持美国创新领导的具体行动。该战略强调了AI在推动经济增长和全球竞争力方面的重要性，同时强调负责任的使用和道德考虑。
2025年1月14日，USPTO揭幕了其新的人工智能（AI）战略，以指导在代理机构内部和整个知识产权景观中负责实施AI。该策略包括五个重点领域：IP政策制定，AI功能，负责的AI使用，劳动力专业知识和协作。每个领域概述了旨在促进包容性AI创新，支持USPTO的愿景和使命以及维持美国创新领导的具体行动。该战略强调了AI在推动经济增长和全球竞争力方面的重要性，同时强调负责任的使用和道德考虑。