2025-10-10 18:05:15
Friend AI 设备由于其侵入性设计（作为一种不断聆听的可穿戴吊坠）而变得非常不受欢迎。在面临纽约地铁污损广告的强烈反对以及社会对始终在线收听技术的抵制后，该公司转向基于网络的聊天机器人界面。尽管首席执行官 Avi Schiffmann 声称拥有 20 万用户，但实际参与度仍然值得怀疑。《弗兰德》在营销上投入了大量资金，但却获得了负面关注，希夫曼似乎对批评漠不关心，并通过争议来吸引关注。

2025-10-10 18:00:34
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2025-10-10 17:55:12
The billion-dollar infrastructure deals powering the AI boom | TechCrunch The tech industry is racing to build AI infrastructure,预计到本十年末将耗资3至4万亿美元。主要项目包括微软对OpenAI的10亿美元投资，使其成为Azure的主要客户；Oracle与OpenAI签订了价值3000亿美元的五年期计算合同；Nvidia通过GPU交易向OpenAI和xAI等公司提供资金支持；Meta计划到2028年在美国基础设施上花费6000亿美元。此外，Stargate项目宣布将耗资5000亿美元用于美国的人工智能基础设施建设，尽管该项目已失去一些动力但仍继续推进。 It takes a lot of computing power to run an AI product — and as the tech industry races to tap the power of AI models, there’s a parallel race underway to build the infrastructure that will power them. On a recent earnings call, Nvidia CEO Jensen Huang estimated that between $3 trillion and $4 trillion will be spent on AI infrastructure by the end of the decade — with much of that money coming from AI companies. Along the way, they’re placing immense strain on power grids and pushing the industry’s building capacity to its limit. Below, we’ve laid out everything we know about the biggest AI infrastructure projects, including major spending from Meta, Oracle, Microsoft, Google, and OpenAI. We’ll keep it updated as the boom continues and the numbers climb even higher. Microsoft’s $1 billion investment in OpenAI This is arguably the deal that kicked off the whole contemporary AI boom: In 2019 , Microsoft made a $1 billion investment in a buzzy non-profit called OpenAI, known mostly for its association with Elon Musk. Crucially, the deal made Microsoft the exclusive cloud provider for OpenAI — and as the demands of model training became more intense, more of Microsoft’s investment started to come in the form of Azure cloud credit rather than cash. It was a great deal for both sides: Microsoft was able to claim more Azure sales, and OpenAI got more money for its biggest single expense. In the years that followed, Microsoft would build its investment up to nearly $14 billion — a move that is set to pay off enormously when OpenAI converts into a for-profit company. The partnership between the two companies has unwound more recently. In January, OpenAI announced it would no longer be using Microsoft’s cloud exclusively , instead giving the company a right of first refusal on future infrastructure demands but pursuing others if Azure couldn’t meet their needs. More recently, Microsoft began exploring other foundation models to power its AI products, establishing even more independence from the AI giant. OpenAI’s arrangement with Microsoft was so successful that it’s become a common practice for AI services to sign on with a particular cloud provider. Anthropic has received $8 billion in investment from Amazon, while making kernel-level modifications on the company’s hardware to make it better suited for AI training. Google Cloud has also signed on smaller AI companies like Lovable and Windsurf as “primary computing partners,” although those deals did not involve any investment. And even OpenAI has gone back to the well, receiving a $100 billion investment from Nvidia in September , giving it capacity to buy even more of the company’s GPUs. The rise of Oracle On June 30, 2025, Oracle revealed in an SEC filing that it had signed a $30 billion cloud services deal with an unnamed partner; this is more than the company’s cloud revenues for all of the previous fiscal year. OpenAI was eventually revealed as the partner, securing Oracle a spot alongside Google as one of OpenAI’s string of post-Microsoft hosting partners. Unsurprisingly, the company’s stock went shooting up. Techcrunch event San Francisco | October 27-29, 2025 A few months later, it happened again. On September 10 , Oracle revealed a five-year, $300 billion deal for compute power, set to begin in 2027. Oracle’s stock climbed even higher , briefly making founder Larry Ellison the richest man in the world. The sheer scale of the deal is stunning: OpenAI does not have $300 billion to spend, so the figure presumes immense growth for both companies, and more than a little faith. But before a single dollar is spent, the deal has already cemented Oracle as one of the leading AI infrastructure providers — and a financial force to be reckoned with. Nvidia’s investment spree As AI labs scramble to build infrastructure, they’re mostly all buying GPUs from one company: Nvidia. That trade has made Nvidia flush with cash — and it’s been investing that cash back into the industry in increasingly unconventional ways. In September 2025, the company bought a 4% stake in rival Intel for $5 billion — but even more surprising has been the deals with its own customers. One week after the Intel deal was revealed, the company announced a $100 billion investment in OpenAI , paid for with GPUs that would be used in OpenAI’s ongoing data center projects. Nvidia has since announced a similar deal with Elon Musk’s xAI, and OpenAI launched a separate GPU-for-stock arrangement with AMD. If that seems circular, it should. Nvidia’s GPUs are valuable because they’re so scarce — and by trading them directly into an ever-inflating data center scheme, Nvidia is making sure they stay that way. You could say the same thing about OpenAI’s privately held stock, which is all the more valuable because it can’t be obtained through public markets. For now, OpenAI and Nvidia are riding high and nobody seems too worried — but if the momentum starts to flag, this sort of arrangement will get a lot more scrutiny. Building tomorrow’s hyperscale data centers For companies like Meta that already have significant legacy infrastructure , the story is more complicated — although equally expensive. Mark Zuckerberg has said that Meta plans to spend $600 billion on U.S. infrastructure through the end of 2028 . In just the first half of 2025, the company spent $30 billion more than the previous year, driven largely by the company’s growing AI ambitions. Some of that spending goes toward big ticket cloud contracts, like a recent $10 billion deal with Google Cloud , but even more resources are being poured into two massive new data centers. A new 2,250-acre site in Louisiana, dubbed Hyperion , will cost an estimated $10 billion to build out and provide an estimated 5 gigawatts of compute power . Notably, the site includes an arrangement with a local nuclear power plant to handle the increased energy load. A smaller site in Ohio, called Prometheus, is expected to come online in 2026, powered by natural gas.  That kind of buildout comes with real environmental costs. Elon Musk’s xAI built its own hybrid data center and power-generation plant in South Memphis, Tennessee. The plant has quickly become one of the county’s largest emitters of smog-producing chemicals, thanks to a string of natural gas turbines that experts say violate the Clean Air Act . The Stargate moonshot Just two days after his second inauguration, President Trump announced a joint venture between SoftBank, OpenAI, and Oracle, meant to spend $500 billion building AI infrastructure in the United States. Named “Stargate” after the 1994 film, the project arrived with incredible amounts of hype, with Trump calling it “the largest AI infrastructure project in history.” Sam Altman seemed to agree, saying, ​​”I think this will be the most important project of this era.”  In broad strokes, the plan was for SoftBank to provide the funding, with Oracle handling the buildout with input from OpenAI. Overseeing it all was Trump, who promised to clear away any regulatory hurdles that might slow down the build. But there were doubts from the beginning, including from Elon Musk, Altman’s business rival, who claimed the project did not have the available funds. As the hype has died down, the project has lost some momentum. In August , Bloomberg reported that the partners were failing to reach consensus. Nonetheless, the project has moved forward with the construction of eight data centers in Abilene, Texas , with construction on the final building set to be finished by the end of 2026. This article was first published on September 22.

2025-10-10 17:37:54
US Cold Storage 使用 FourKites 的人工智能代理“Alan”实施了自动预约调度系统，旨在提高其 38 个全国设施的效率。在为期八周的试点中，Alan 的预约成功率达到 87%，获取请求的交货日期的准确率达到 96%，从而显着减少了手动安排任务所需的时间。AI 代理持续运行并同时处理多个请求，在测试期间将生产力提升相当于 36-40 个小时。此次部署建立在 US Cold Storage 与 FourKites 现有关系的基础上，凸显了在整个物流运营中扩展人工智能功能的潜力。

2025-10-10 17:11:35
Applied Digital 股价周五飙升至 30%，收盘上涨 16%，此前该公司报告称，人工智能数据中心需求推动第一季度营收强劲，今年迄今已增长 344%。该公司亏损 700 万美元，超出预期，而预期为 1,300 万美元，报告收入为 6,420 万美元，比上年增长 84%。Applied Digital 扩大了与 CoreWeave 的租赁协议，增加了 150 兆瓦的设施，使预计租赁总收入达到 110 亿美元，从而充分利用人工智能部署投资。该公司还为北达科他州第二个园区获得了资金，两个地点的总租赁容量为 600 兆瓦。

2025-10-10 17:11:29
Prezent 是一家人工智能驱动的企业演示构建器，已筹集 3000 万美元资金，由 Multiplier Capital、Greycroft 和 Nomura Strategy Ventures 领投。该初创公司目前估值为 4 亿美元，迄今为止融资总额已超过 7400 万美元。Prezent 的战略重点是企业客户，而不是消费者或小型企业，最初瞄准的是生命科学和科技行业。最近，它收购了 Prezentium，以更好地渗透生命科学领域的市场。计划包括为其人工智能工具添加个性化和多模式功能。普雷曾特

2025-10-10 16:14:31
美国参议院通过一项限制向中国出口人工智能芯片的法案后，AMD 和英伟达的股价周五下跌，尽管该法案是否成为法律尚不确定。特朗普总统此前放松了对芯片出口的限制，如果这项新法案与这些措施相矛盾，可能会导致否决。由于持续的贸易紧张局势和国内制造业举措，两家公司未来对中国的出口动态仍不明朗。AMD 下跌 5.46%，而 Nvidia 则下跌 1.83%，尽管今年迄今和过去一年都表现出了显着的增长。分析师对 NVDA 给予“强烈买入”评级，而 AMD 给予“适度买入”评级，并且 NVDA 的上涨潜力更高，为 16.19%。

2025-10-10 15:55:17
Instagram 负责人 Adam Mosseri 在彭博社的 ScreenTime 会议上讨论了人工智能将如何通过使新创作者能够大规模制作高质量内容来实现内容创作的民主化。然而，他警告说，不良行为者可能会滥用该技术来达到邪恶目的，并强调有必要教育儿童如何验证在线视频中看到的信息。Mosseri 还回应了创作者 MrBeast 提出的人工智能对创作者生计威胁的担忧，认为人工智能将主要增强而不是取代人类创造力。他承认 Meta 在识别人工智能生成的内容方面有责任，但建议社会变革也是必要的。此外，他还谈到了 Instagram 的未来计划，包括一款电视应用程序，以及由于用户趋势和 TikTok 的竞争而更加关注 Reels 和 DM。

2025-10-10 15:30:00
微软正在将 Copilot 采用基准集成到 Viva Insights 中，Viva Insights 是一个供管理者监控跨团队和公司的人工智能使用情况的工具。这些基准允许根据经理类型、地区、工作职能和活跃用户百分比进行比较，并使用随机模型来确保匿名。虽然微软声称这有助于生产力跟踪和敬业度提高，但考虑到员工数据的敏感性，一些人认为这是侵入性的。这些功能目前处于私人预览阶段，但将于 10 月晚些时候向所有客户推出。

2025-10-10 14:57:00
OpenAI 首席执行官 Sam Altman 因其公司最近的行为以及人工智能行业缺乏监管谨慎而受到批评。最近的进展包括发布 Sora 2（一款受版权问题困扰的高级视频生成器），以及今年与 Nvidia 和 AMD 等科技公司达成的总计超过 1 万亿美元的重大财务交易。批评者认为，奥特曼的做法优先考虑利润和技术进步，而牺牲了道德问题和用户隐私。此外，OpenAI 对知识产权的立场也受到质疑，因为他们最初对 DeepSeek 涉嫌盗窃人工智能的强烈抗议被揭露更具象征意义，而不是可采取行动。这篇文章还强调了奥特曼政治立场的转变，从反对威权主义的警告性声明转向参加特朗普的就职典礼，反映出科技领导力中将商业利益置于道德考虑之上的趋势。时间