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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。
彭博 - 您是机器人吗？
2025-02-01 02:20:00
网络上检测到的异常活动。单击下面的框以确认您不是机器人。确保在浏览器中启用JavaScript和Cookie，以继续访问。与提供的参考ID的联系支持以寻求帮助。
网络上检测到的异常活动。单击下面的框以确认您不是机器人。确保在浏览器中启用JavaScript和Cookie，以继续访问。与提供的参考ID的联系支持以寻求帮助。
美国是否应该与中国合作以确保相互安全的AI开发？
2025-02-01 00:55:56
中国的DeepSeek人工智能聊天机器人已成为诸如Chatgpt等美国系统的重要竞争者，引起了人们对中国与美国之间技术竞争的担忧。AI专家安东·达伯拉（Anton Dahbura）指出，这是“军备竞赛”的一部分，对经济和国家安全都有影响。尽管已经提出了潜在合作以确保AI开发更安全的建议，但相互信任的挑战使这种努力变得复杂。DeepSeek信号的出现增加了全球AI部门的竞争，对成本和效率方面的技术进步有所进步。
中国的DeepSeek人工智能聊天机器人已成为诸如Chatgpt等美国系统的重要竞争者，引起了人们对中国与美国之间技术竞争的担忧。AI专家安东·达伯拉（Anton Dahbura）指出，这是“军备竞赛”的一部分，对经济和国家安全都有影响。尽管已经提出了潜在合作以确保AI开发更安全的建议，但相互信任的挑战使这种努力变得复杂。DeepSeek信号的出现增加了全球AI部门的竞争，对成本和效率方面的技术进步有所进步。
#MSLEG综述：早期投票，医疗大麻，AI工作队
2025-02-01 00:45:07
以下是密西西比大州最近通过的几项法案的简短摘要： - ** HB 913（基于植物性的食品标签）**：要求食品公司清楚地将产品标记为含有或不含肉类，从而防止将植物性食品列为肉类。 - ** HB 1006（实验室种植的肉类禁令）**：禁止制造，销售或分发由培养的动物细胞制成的食品。违规者可能会被罚款高达500美元，并最多被监禁三个月。 - ** HB 1535（AI监管工作组）**：建立一个工作组来研究州政府的AI使用情况，并每年报告其发现和建议，重点关注负责的AI法规和监督。这些法案涉及食品标签，人工智能治理以及对某些类型的肉类替代品的限制。
以下是密西西比大州最近通过的几项法案的简短摘要： - ** HB 913（基于植物性的食品标签）**：要求食品公司清楚地将产品标记为含有或不含肉类，从而防止将植物性食品列为肉类。 - ** HB 1006（实验室种植的肉类禁令）**：禁止制造，销售或分发由培养的动物细胞制成的食品。违规者可能会被罚款高达500美元，并最多被监禁三个月。 - ** HB 1535（AI监管工作组）**：建立一个工作组来研究州政府的AI使用情况，并每年报告其发现和建议，重点关注负责的AI法规和监督。这些法案涉及食品标签，人工智能治理以及对某些类型的肉类替代品的限制。
美国是否应该与中国合作以确保相互安全的AI开发？
2025-02-01 00:27:37
中国的DeepSeek人工智能聊天机器人正在美国引起人们的注意，这加剧了两国之间的技术竞争。唐纳德·特朗普（Donald Trump）总统强调，由于DeepSeek的释放，需要加强专注于技术竞争，并指出美国拥有顶级科学家。专家强调了人工智能发展的经济和国家安全影响，这表明它可能影响网络战的能力和防御能力。尽管有些人主张与中国采取合作措施，类似于冷战时代的技术合作，以确保相互安全，但仍然担心潜在的滥用合作来提高对抗性人工智能的能力。辩论强调了AI技术的竞争进步与协作网络安全之间的复杂平衡。
中国的DeepSeek人工智能聊天机器人正在美国引起人们的注意，这加剧了两国之间的技术竞争。唐纳德·特朗普（Donald Trump）总统强调，由于DeepSeek的释放，需要加强专注于技术竞争，并指出美国拥有顶级科学家。专家强调了人工智能发展的经济和国家安全影响，这表明它可能影响网络战的能力和防御能力。尽管有些人主张与中国采取合作措施，类似于冷战时代的技术合作，以确保相互安全，但仍然担心潜在的滥用合作来提高对抗性人工智能的能力。辩论强调了AI技术的竞争进步与协作网络安全之间的复杂平衡。
AI概述数据显示了搜索结果的巨大变化
2025-02-01 00:23:40
Brightedge对当前AI搜索趋势的分析表明，Google AI概述（AIO）的存在正在增长，尤其是对于具有8个以上单词的复杂查询。现在，该功能比以前触发更多的关键词短语，这表明对AI的精度和上下文意识的信心提高了。在医疗保健和B2B技术领域，AIO有利于权威地点；YouTube引用的健康查询正在下降，但技术教程的增加。关键要点强调了内容上下文相关性，权威性以及对不同方式的引文模式的定期监控的重要性。
Brightedge对当前AI搜索趋势的分析表明，Google AI概述（AIO）的存在正在增长，尤其是对于具有8个以上单词的复杂查询。现在，该功能比以前触发更多的关键词短语，这表明对AI的精度和上下文意识的信心提高了。在医疗保健和B2B技术领域，AIO有利于权威地点；YouTube引用的健康查询正在下降，但技术教程的增加。关键要点强调了内容上下文相关性，权威性以及对不同方式的引文模式的定期监控的重要性。
Mistral董事会成员和A16Z VC Anjney Midha说，DeepSeek不会阻止AI的GPU饥饿|TechCrunch
2025-01-31 23:03:45
Andreessen Horowitz普通合伙人Anjney“ Anj” Midha强调了DeepSeek的Coder V2模型令人印象深刻的表现，该模型与OpenAI的GPT4-Turbo竞争，用于编码任务。这导致了R1的发展，R1是一种开源推理模型，以较低的成本提供高性能，具有挑战性的行业规范。尽管NVIDIA股票抛售，MIDHA断言AI公司将继续在GPU和数据中心进行大量投资，但旨在提高效率。他还讨论了米斯特拉尔（Mistral）开源方法的战略优势，而不是诸如Openai和Anthropic的封闭源竞争对手，这强调了由于道德问题而与中国模型独立的重要性。此外，他还指出，通过A16Z的氧气计划对GPU的需求持续很高，这表明诸如DeepSeek之类的进步不会遏制AI公司的硬件食欲，而可能会将战略优先级转移到效率和独立性上。
Andreessen Horowitz普通合伙人Anjney“ Anj” Midha强调了DeepSeek的Coder V2模型令人印象深刻的表现，该模型与OpenAI的GPT4-Turbo竞争，用于编码任务。这导致了R1的发展，R1是一种开源推理模型，以较低的成本提供高性能，具有挑战性的行业规范。尽管NVIDIA股票抛售，MIDHA断言AI公司将继续在GPU和数据中心进行大量投资，但旨在提高效率。他还讨论了米斯特拉尔（Mistral）开源方法的战略优势，而不是诸如Openai和Anthropic的封闭源竞争对手，这强调了由于道德问题而与中国模型独立的重要性。此外，他还指出，通过A16Z的氧气计划对GPU的需求持续很高，这表明诸如DeepSeek之类的进步不会遏制AI公司的硬件食欲，而可能会将战略优先级转移到效率和独立性上。