2025-12-19 10:56:00
28 岁的 Alexandr Wang 是一位白手起家的亿万富翁，在 Meta 领导着硅谷最雄心勃勃的人工智能项目之一。在上任的头两个月里，他建立了一个 100 人的实验室，专注于实现超级智能。他建议阿尔法一代青少年专注于使用自然语言提示进行代码生成的“氛围编码”，而不是游戏或运动等传统爱好。Wang 认为，早期沉浸于人工智能工具会给青少年带来显着的优势，因为当前的编码实践将在五年内过时。Meta 的基础设施、规模和产品分销为公司提供了无与伦比的能力，王的团队致力于研究、产品开发和基础设施以支持超级智能。

2025-12-19 10:00:00
一款名为 AI2AI 的 Chrome 扩展程序已经开发出来，可以用有关前 NBA 球员阿伦·艾弗森的事实和琐事取代 LinkedIn 上有关生成式人工智能的帖子。该扩展程序由 Johnross Post 和 Aurora Johnson 创建，旨在摆脱平台上大量与人工智能相关的内容，为用户提供更愉快的浏览体验，其中充满了有关“答案”的信息。

2025-12-19 10:00:00
科技巨头正在大力投资人工智能基础设施，仅今年一年就在数据中心和芯片上花费了约 4000 亿美元，旨在彻底改变经济和社会的各个方面。然而，由于这些投资的寿命及其投资回报的不确定性，人们对人工智能泡沫产生了担忧。专家估计，先进的人工智能芯片在经济上可能只能维持 3-5 年，然后就需要更换，这引发了对未来基础设施成本和公司收入的疑问。对企业对人工智能的长期需求及其直接经济效益的怀疑加剧了这种不确定性。科技领导者开始解决芯片寿命和基础设施可持续性问题，一些人建议，如果回报未按预期实现，政府可能会进行干预。

2025-12-19 07:04:00
通用人工智能（AGI）时代可能会改变生活的各个方面，包括医疗保健、法律体系、日常生活、农业和工作环境。在医学领域，AGI 协助初级保健并提供先进的诊断能力，可能会导致更快的疾病检测和更准确的处方，但也引发了人们对医学伦理和人类医生角色的担忧。通过人工智能处理案例研究和在法庭上辩论案件，法律流程得到简化，减少了成本和时间，但也引发了透明度和公平性问题。可穿戴人工智能设备可以监控健康状况并协助完成日常任务，从而改善日常生活，尽管它们可能会引起隐私问题。在农业领域，AGI 通过数据分析和机器人协助优化农场生产力和动物福利。随着人工智能处理日常任务，工作环境会减少工作时间，带来更多的休闲时间，但也带来了与大众无聊和心理健康调整相关的挑战。

2025-12-19 06:00:08
英国央行行长安德鲁·贝利警告说，人工智能（AI）可能会以类似于过去工业革命的方式取代工人。他强调了对过渡到人工智能相关工作的工人进行培训和教育的重要性，同时也指出了对年轻专业人士因人工智能的采用而找到入门级职位的担忧。官方数据显示，英国年轻工人失业率上升，引发了关于人工智能如何影响就业机会的问题，特别是在法律、会计和行政等领域。贝利强调了人工智能促进经济增长的潜力，但警告说，主流应用可能需要时间，并建议监控人工智能公司的任何高估担忧。

2025-12-19 03:00:00
一个名为“删除 Windows AI”的 GitHub 项目旨在自动化禁用或删除 Microsoft 添加到 Windows 11 的有争议的 AI 功能的过程。该项目需要 PowerShell 脚本和管理员权限来操作注册表并阻止 Windows Update 恢复更改。它会禁用 Copilot、Recall 和 AI Actions 等功能，并防止重新安装已删除的软件包。对于手动禁用的功能，提供了说明。Winaero Tweaker 和 Open-Shell 等替代工具提供了额外的自定义选项。

2025-12-19 02:05:00
美国总统特朗普政府已启动一项审查，可能会导致英伟达第二大人工智能芯片首次向中国发货，美国政府将收取 25% 的费用。这一决定旨在帮助美国公司保持相对于中国芯片制造商的优势，同时解决各方对北京潜在军事进展的担忧。该过程涉及美国多个部门，并因可能损害国家安全而面临批评。

2025-12-19 01:52:12
11 predictions for 2026 摘要如下： 1. TikTok的销售终于有了明确的时间表，预计于2026年1月22日完成。美国投资者财团将接管TikTok在美国的运营，特朗普政府支持这一交易。 2. Meta正在测试限制某些用户在Facebook上发布的链接数量，试图鼓励创作者在其平台上发布内容而不是通过链接引导流量。 3. Trump Media与一家名为TAE Technologies的聚变能源公司达成合并协议。OpenAI正寻求筹集高达830亿美元的资金，并已向约35所公立大学出售了超过70万份ChatGPT许可证。 4. 中国PDD Holdings因员工和监管机构之间的斗殴事件解雇了一个政府关系团队，这反映了中美科技竞争的紧张局势。 5. OpenAI、微软和谷歌等多家公司加入美国“创世纪使命”，以促进美国技术竞争力。此外，Meta正开发一个新的图像和视频导向的人工智能模型。 6. 苹果在日本调整了其App Store政策以遵守新的法律要求，并计划在搜索结果中添加更多广告。 7. 亚马逊AI负责人Rohit Prasad离职，被云基础设施高管Peter DeSantis取代。Alexa网站现在变得有用，可用于查找与语音助手相关的信息。 8. 美国联邦贸易委员会正在调查Instacart的人工智能定价工具；YouTube因Billboard排名公式改变而停止提供数据，并宣布将从2029年开始直播奥斯卡颁奖典礼。 9. 元宇宙平台Meta正推出新的年龄验证系统，但暂停了第三方Horizon OS耳机开发项目。 以上内容包括最新的科技和社交媒体动态、政策变化及行业趋势分析。 As 2024 came to a close, I noted here that two big stories were beginning to crowd out everything else in tech: the rapid development and diffusion of artificial intelligence, and the shifting policies of tech giants as they prepared for life under a re-elected President Trump. Twelve months later, those stories did indeed define the year here at Platformer . On the product side, this year saw the first consumer agents , deep research , Google’s AI mode , OpenAI’s hardware ambitions , Sora , and the Atlas browser , among other key developments.  Meanwhile, AI policy got both looser and more restrictive. Frontier AI labs eagerly made deals with the US military, reversing long-held policies against building weapons of war , and began leaning into adult content, from erotica in ChatGPT to Grok’s sexbot companion . On the other hand, amid rising evidence that chatbots were fueling a new mental health crisis , AI companies placed new restrictions on teen use and added parental controls . All that took place against the backdrop of the new Trump administration, whose impact on the tech world was felt almost immediately. The year began with Meta’s surrender to the right on speech issues, a move that included changing its policies to allow for more dehumanizing speech against minority groups. It also killed its DEI program , a move followed by many of its peers, and shut down systems that once prevented the spread of misinformation. With DOGE, Elon Musk ran the same playbook for cost-cutting in the federal government that he had done previously at Twitter, to devastating effect. The new administration’s embrace of the tech right showed up quickly in its policy proposals, including most notably in its accelerationist position toward AI . By mid-year, Musk and Trump split . But the broader relationship between Trump and Silicon Valley remained mostly positive —  particularly for Meta — despite the fact that the government continued to pursue and antitrust cases against both that company and Google . (Meta won its case; Google lost.) I spent much of the year feeling increasingly disillusioned by the platforms’ cynical embrace of Trump and how little it seemed to cost them in users or revenue. (Even Tesla stock, which plunged in the wake of DOGE’s outrages, is now up almost 10 percent year over year.) I noted in particular the disquieting silence from trust and safety executives , who once spoke up proudly for human rights but understandably went quiet amid death threats, job insecurity, and threats to their immigration status. Platformer ’s traditional focus on issues related to content moderation came to feel somewhat quaint in a world where principled leaders had been largely replaced by Trump appeasers. And so I found fun where I could: an unusual and revealing dinner with Sam Altman ; a speculative preview of how Substack might change to live up to its lofty new valuation; and some hard-won lessons about productivity .  And I found myself relieved that, at long last, more countries had begun to take child safety on platforms more seriously. Australia’s move to ban children under 16 from having social media accounts, despite the real harms to free expression, still strikes me as inevitable given platforms’ inability to protect their users from child predators , AI suicide coaches , sextortion , and other catastrophes. Through it all, you all have kept me going with kind emails, thoughtful comments, and the occasional angry (but welcome) direct message on Signal. Thanks to all of you for reading Platformer over the past year, especially the paying subscribers who allow me to do this for a living and to employ our small but mighty team. (Consider becoming one of them , if you haven’t already?)  This year we’ve made some changes to our format that you all have responded very positively to. Next year we’ll begin a new experiment in audio. Five years into this experiment, I remain more grateful than ever that I get to wake up and help make Platformer for you. And as bleak as the news cycle often seems, I remain excited to see what 2026 will bring.  See you here on January 5. As always, in the name of pundit accountability, I begin by checking in on my 2025 predictions.  What I got right The AI culture war begins. From executive orders banning “ woke AI ” to one attorney general’s suggestion that it should be illegal for ChatGPT to criticize President Trump , this one played out exactly as I imagined it would.  The child safety fight comes to chatbots as well . “With more teens using chatbots — and some of them having tragic outcomes — look for there to be more pressure on AI labs to add restrictions, warning labels, and safety features for their under-18 users,” I wrote. And they did . Google, Apple, or both will begin to offer age verification at the device level . Google did, at least in some states . Apple did, too . The big AI companies remain competitive with each other . “Expect regular changes at the top of the Chatbot Arena leaderboard,” I wrote. And there were — although some of that was because Meta was cheating . Meta has a Llama scandal . Did I mention that Meta was cheating ? Everyone copies Meta Ray-Bans . Google and Samsung announced Android XR glasses; Apple and Snap also reportedly have glasses of their own on their way or in development. The flop of “Apple Intelligence” results in the company scrapping its existing strategy . Yup and yup . “Remarkable Alexa” underwhelms . Yup . Google loses its ad tech antitrust trial . Yup . Mixed results The TikTok ban goes into effect. It did go into effect … for about a day. I successfully predicted that the Supreme Court would side with Congress. I did not predict that Trump would ignore both other branches of government and extend the ban indefinitely. (News of a sale agreement was reported today , nearly a year after the original deadline.)  AI will show continuous incremental improvement, but no exponential leaps . Depends on how you define “exponential,” really. In my own work, I found large language models to be significantly more capable than they were a year ago. Their ability to draft research briefs, write thoughtful interview questions, fact-check and copyedit dramatically increased over the past year. Software engineers reported seeing even larger productivity gains . For most people, though, AI still hasn’t changed their job all that much.  The first year of "the agentic era" mostly disappoints . Certainly it underperformed relative to the hype. Consumer agents from OpenAI, Anthropic and Google struck me as something closer to a party trick than a useful tool — and the party trick typically took 20 to 30 minutes to complete. That said, enterprise agents did have some notable successes — witness the $100 million in annual recurring revenue for the B2B agent company Sierra, for example, or Claude Code hitting $1 billion in ARR after just six months of existence. (See my ethics disclosure !) Bluesky and Threads remain in a productive rivalry . For the most part, I’m not sure either platform really even thinks of the other as a rival. Each has developed into its own thing, neither of which has the heat or relevance of Twitter in its heyday. (Nor does X, for that matter, no matter what the dead-enders there still insist.) What I got wrong An activist investor group demands changes at Snap. They simply did not.  The bro-ligarchy collapses, as Trump comes to resent being seen as a tool of Silicon Valley . The thing I got the most wrong this year. On one hand, yes, Trump and Musk had their predictable blow-up. Aside from that one relationship, though, the tech right and Trump are still painfully close. Just this month, the Andreessen Horowitz wing of the Republican party pushed through an executive order that seeks to ban states from passing most laws seeking to regulate AI. This is despite the fact that the ban is hugely unpopular with scores of elected Republicans. Perhaps Trump will resent being seen as a tool of Silicon Valley someday, but it did not happen in 2025. Predictions for 2026 With that out of the way, here are some predictions for next year. The AI bubble won’t burst. The bubble talk that dominated tech discourse in 2025 will continue all year long. We shouldn’t be surprised if there are some spectacular flameouts next year, particularly if models from the frontier labs improve enough that businesses can deploy them directly and not pay $50 per user per seat per month for some AI startup’s product. And some public companies will undoubtedly lose tens of billions of dollars trying to catch up to the leaders. (The odds of Meta catching up are long, and growing longer.) But I predict that 2026 ends more or less as 2025 did, with OpenAI, Google, Anthropic, and mayyyyybe xAI jockeying for prime position. As the analyst Benedict Evans recently wrote : “The fact that AI is working really, really well, and has no signs of hitting a wall, and will change the world… Does NOT mean that there cannot also be a bubble in AI. In fact, that’s generally the kind of thing that *causes* bubbles.” If you want to prepare yourself for 2026, internalize that point. AI will have a dramatic impact on software engineering in 2026, and a much less dramatic impact on other jobs . At current rates of improvement, benchmarks that measure the ability of LLMs to write code should be almost entirely saturated by the end of 2026. That should lead to reduced hiring rates for software engineers, rapidly changing job descriptions for those who remain, and perhaps even the beginnings of large-scale layoffs. Outside of coding, though, expect another year full of Nano Banana-scale improvements: moments where the technology becomes obviously more powerful than its predecessor, opening up new possibilities for work and entertainment, but in ways that augment what humans can do rather than replace it. AI talk won’t dominate the midterms . Some pundits predict that a massive anti-AI movement will coalesce by November, delivering huge gains to whichever party more convincingly adopts a tech-hostile posture. I predict AI concerns will take a backseat to the economy and a backlash to Trump’s authoritarianism. That said, I do think we’ll see the beginnings of an anti-AI movement — and perhaps a bipartisan one. Look for at least three Democrats to win House seats promising to stop the construction of data centers in their districts, or creating new protections for people who lose their jobs to automation. AI companions will become a cultural flashpoint . In 2026, more Americans will turn to AI companions for companionship, sex, and love — and exit the traditional dating market altogether. Platforms will become more skilled at extracting money and attention from this cohort, leading to a societal schism that results in warnings from religious leaders, Congressional hearings, and several painful essays in The Atlantic .  An LLM-powered cyberattack brings AI safety fears to the forefront . Leading frontier models already show significant promise in finding exploits, and only the labs’ guardrails prevent them from being used for crime. In 2026, look for a nation-state or group of cybercriminals to weaponize an LLM to cause significant damage, and give AI safety advocates the concrete evidence they’ve been looking for to push for stronger regulations on AI development.  Meta’s AI reboot gets rebooted . About half a year into Meta’s organizational reset, stories are already leaking out about frustrations between executives and challenges in competing with the top labs. By the end of 2026, expect Meta’s models to still fall short of state-of-the-art — and Mark Zuckerberg to shuffle his executive lineup again in response. OpenAI retires Sora . A year from now, I suspect that we will look back on Sora as a moment when OpenAI was at its most unfocused. At a time when Google and Anthropic were wowing customers with advancements in AI code, OpenAI was launching a TikTok-like social network that immediately came under fire for its lack of copyright guardrails and vulgar embrace of brainrot. While it was a hit on release, Sora usage has tapered off sharply since then. Assuming Sam Altman is serious about diverting more resources to ChatGPT, he’ll wind down Sora development early next year and bring those creative tools and social features to the place where he’s already winning: ChatGPT. Social media bans for children under 16 will become the norm. After more than a decade of parents demanding stronger platform protections and mostly disappointing results, this year Australia said “the hell with it” and moved to delay teens’ exposure to social media until the middle of high school. Amid rising evidence that smartphones in schools are bad for kids in general, and regular exposés documenting the way platforms have sought to bury their own research into child safety issues, expect other countries (and US states) to follow suit.  A judge rules that Google must spin out its ad exchange . The government handily won its case that Google has an illegal monopoly in advertising technology . I expect the judge to take a more aggressive approach here than a separate judge took in the search case, where Google defeated an effort to force it to sell Chrome, and call for an actual structural remedy. Trump starts a legal fight with the European Union over tech regulation . The president and his allies have made no secret of their disdain for the EU’s efforts to regulate US tech platforms. Expect it to follow through on a threat to punish the bloc unless it makes some concessions.  Trump and Musk will become temporary allies again. When? Why? For how long? Only the ketamine knows. On the podcast this week: Former iRobot CEO Colin Angle joins us to discuss Roomba's bankruptcy. Then, Kevin and I discuss our 2026 predictions. Apple | Spotify | Stitcher | Amazon | Google | YouTube Sponsored "I trust Copilot Money to stay on top of my finances." - Casey Newton, Platformer Getting a clear picture of your finances shouldn’t require jumping between bank apps and spreadsheets. Copilot Money brings all your accounts, budgets, and investments into one organized dashboard, and seamlessly syncs across iPhone, iPad, Mac, and the web. With AI-powered categorization, real-time updates, and an Apple Design Award nomination, Copilot Money gives you the cleanest, clearest view of your money. It’s part of why the app holds a 4.8 rating from more than 25,000 reviews. Copilot Money helps you: ● See your spending clearly, without manual tracking ● Understand trends across accounts ● Catch unusual charges automatically ● Stay organized across all your devices Platformer readers get 26% off your first year + 2 free months with code PLATFORMER only at the below link. Following The TikTok sale is finally happening What happened: The TikTok sale is officially set to close next month on Jan. 22, 2026, with a consortium of American investors, a joint venture set up as TikTok USDS Joint Venture LLC ,  set to take over the US operations of the social platform. Both TikTok and ByteDance agreed to the deal backed by President Trump , according to an internal memo sent by CEO Shou Chew .  Here’s the ownership breakdown: Oracle , Silver Lake , and Abu Dhabi ’s state investment firm MGX , will collectively own 45% of the company; 30% will be “held by affiliates of certain existing investors of ByteDance”; nearly 20% will still be owned by ByteDance; and 5% will be owned by new investors. It is unclear whether the Murdochs , who Trump previously indicated could be part of the group, will have any stake. The deal also includes “retraining the content recommendation algorithm on U.S. user data to ensure the content feed is free from outside manipulation,” Chew wrote. Oracle will oversee data protection. Why we’re following: The never-ending TikTok saga appears to finally be reaching its conclusion. And the conclusion is a unique business arrangement that could give the US government — and Trump — ongoing influence over one of the most popular social media apps used by millions of Americans. What people are saying: Trump has been open about what he thinks the new TikTok should look like. “If I could make it 100% MAGA, I would,” he said in September. “But it’s not going to work out that way, unfortunately. Everyone’s going to be treated fairly — every group, every philosophy, every policy will be treated very fairly.” While many have been worried about China’s influence on Americans through TikTok, some are also wondering what the new deal means for Oracle centibillionaire Larry Ellison , a Trump friend who has been quietly amassing a media empire, and who has backed his son David Ellison ’s quest to bring Warner Bros under Paramount’s ownership. “A lot of people are obviously worried about what Xi Jinping might want Americans to see,” Jim Secreto, a former Treasury official under Biden, told Bloomberg. “But there are also many Americans that might be worried about what Larry Ellison wants them to see.” —Lindsey Choo Meta's link tax What happened: Meta is testing a limit on the number of links that some people can post to Facebook .  Some users started noticing that they couldn’t post links without upgrading their accounts over the past few days. Meta confirmed the experiment. They’re testing it on professional accounts and Facebook Pages , which can post more links if they pay for a Meta Verified subscription. “This is a limited test to understand whether the ability to publish an increased volume of posts with links adds additional value for Meta Verified subscribers,” a Meta spokesperson told TechCrunch . Why we’re following: Meta’s messaging here is quite funny, considering the current test involves subtracting value from non-Verified subscribers. There may be good reasons to force frequent posters to pay for the privilege, though we suspect $15 a month won't be enough to keep the spammers away. In the meantime, though, it's a more-than-subtle suggestion to creators that they (and Meta) are better off posting natively to Meta's platforms and not trying to regularly send people away. It’s the latest in a long line of platform decisions to demote or block links as they attempt to keep users inside their walled gardens. That's bad news for independent creators and the open web, which rely on traffic from social media for views and revenue. And it's more than a little ironic, given how much Meta (justly) complained when Canada attempted to implement its own link tax on the platform. What people are saying: Some saw the move as a classic story of enshittification: “lol the big tech platforms have replaced the open web for one where you have to pay $15/month to try to make a hyperlink,” wrote Bloomberg Businessweek columnist Max Chafkin. “For creators it reinforces a pretty brutal reality that Facebook is no longer a reliable traffic engine and Meta is increasingly nudging it away from people trying to use it as one,” social media consultant Matt Navarra told the BBC. —Ella Markianos and Lindsey Choo Side Quests Trump Media and fusion power company TAE Technologies agreed to merge at a valuation of more than $6 billion. To have any hope of understanding this, you must simply read Matt Levine . A look inside China ’s “Manhattan Project” to build AI chips rivaling the US . PDD Holdings reportedly fired a government relations team after a fistfight broke out between employees and Chinese regulators (following another fistfight earlier this month!). OpenAI has reportedly held talks to raise tens of billions — targeting a $100 billion fundraise that could value it at as much as $830 billion. Developers can now submit apps to ChatGPT . OpenAI has sold more than 700,000 ChatGPT licenses to about 35 public universities. GPT-5.2-Codex is released . OpenAI, Google and Perplexity are increasingly handing out incentives to attract more AI users in India. How OpenAI’s organizational issues may be hurting ChatGPT’s performance. The ShinyHunters hacking group is extorting PornHub after data from Premium members was reportedly stolen. Two dozen AI companies, including OpenAI, Microsoft and Google are joining the US’s “ Genesis Mission ,” which as far as I can tell is a series of press releases about American competitiveness. The FTC is reportedly probing Instacart over its AI pricing tool. FCC chair Brendan Carr said the agency is no longer independent, and the word has been removed from the agency’s mission statement. Great. Anthropic is releasing its Agent Skills technology as an open standard. An experiment in which Claude ran a vending machine produces an all-timer of a video from Joanna Stern .  Google sued a Chinese scam group Darcula ( sic ) alleging the group is responsible for a big wave of text scams. Google’s vibe-coding tool Opal is coming to Gemini . The new Gemini 3 Flash is rolling out to the Gemini app, and will be its default mode. YouTube is pulling its data from Billboard in response a change in Billboard’s ranking formula. The Oscars will be broadcast on YouTube starting in 2029. YouTube shut down two prominent channels that post AI-generated movie trailers. The parents of a teen sextortion victim sued Meta in the first UK case of its kind. Meta is adopting a new age-checking system. Meta paused its initiative to develop third-party Horizon OS headsets. It’s developing a new image and video-focused AI model codenamed “ Mango .” Yann LeCun is reportedly in early talks to raise €500 million for his new startup at a valuation of €3 billion. He plans to bring on a guy named LeBrun as chief executive, and that's beautiful to us. Apple changed its App Store in Japan to comply with new laws, including the option for alternative app marketplaces. But the changes weren’t enough for Epic CEO Tim Sweeney — Fortnite will not be on iOS in Japan this year, he said , due to Apple's “junk fees.” Speaking of which: Apple is adding more ads to App Store search results. Amazon AI chief Rohit Prasad is leaving , and will be replaced by cloud infrastructure exec Peter DeSantis . Amazon caught a North Korean IT worker by tracking keystroke data (cool). The Alexa.com website is actually useful now. How Hollywood is trying to cash in on the popularity of Roblox (and why Disney is keeping its distance). 18 entertainment industry insiders are forming the Creators Coalition on AI . AI models are making it more possible for amateurs to recreate viruses from scratch, a new report said . New estimates suggest AI created as much pollution as New York City this year, and used up as much water as people consume globally in water bottles. Those good posts For more good posts every day, follow Casey’s Instagram stories . ( Link ) ( Link ) ( Link ) Talk to us Send us tips, comments, questions, and predictions: casey@platformer.news . Read our ethics policy here .

2025-12-19 01:28:00
CoreWeave 是一家为 OpenAI 和微软等大客户提供人工智能计算能力的科技公司，其股价在六周内暴跌 60%，市值蒸发 330 亿美元。投资者的担忧源于该公司对英伟达高端芯片的严重依赖和巨额债务，引发了对 CoreWeave 财务可持续性的质疑。尽管面临这些挑战，首席执行官迈克尔·因特拉特 (Michael Intrator) 仍然保持乐观态度，表示会有办法为此类企业提供融资。吉姆·查诺斯等著名怀疑论者预测股价将进一步下跌。由于领先企业的高债务和有限的收入，更广泛的人工智能行业面临着潜在投资泡沫的审查。

2025-12-18 02:17:00
软银集团首席执行官孙正义宣布软银与 OpenAI 建立合作伙伴关系，在日本提供人工智能服务。然而，由于担心人工智能基础设施支出影响全球市场，包括软银在内的日本科技股大幅下跌。日经225指数下跌，软银跌幅高达7.25%。此前，甲骨文和英伟达等美国科技巨头的股价也出现了下滑。日本半导体设备供应商也遭受了重大损失，因为他们的产品严重依赖美国的科技支出。尽管存在这些市场状况，日本的贸易数据显示电机和半导体的出口激增。