Discover why Meta Platforms is set to lead AI-driven ad innovation, offering lower costs and future growth potential.

OpenAI said it might buy AI chips from Google. Nvidia won the deal by cutting its GPU price 30%. By 2030, Google's AI chip ...

The momentum of the artificial intelligence (AI) infrastructure segment is in top gear this year. The AI space remains rock ...

OpenAI declares ‘Code Red' and pauses monetization as Google Gemini 3 surges. Sam Altman's pivot mirrors Google's 2022 crisis.

We expect Alphabet to outperform consensus estimates and see additional relative multiple expansion on further investor ...

微软 (MSFT.US)支持的OpenAI正在开发一个代号为"Garlic"的大型语言模型，以应对谷歌 (GOOGL.US)近期在AI领域取得的进展。知情人士称，OpenAI的首席研究官马克·陈上周告知部分同事，该新模型在公司内部评估中表现良好，至少在编程和推理等任务上，相较于谷歌的Gemini 3和Anthropic的Opus 4.5而言表现优异。

所谓的结构性过剩，比如说传统的电力和机房建设速度跟不上，导致算力吃灰；而产业利润下移，则重点跟踪就是模型在终端场景上的落地速度、对 SaaS 股的可能影响、端侧产品的 AI 渗透、AI 带来的新硬件如机器人与 AI 眼镜等等。

据知情人士透露，面对竞争对手的步步紧逼，OpenAI首席执行官萨姆·奥尔特曼正紧急调动内部资源，加速ChatGPT的优化进程，并宣布进入“红色警报” (Code Red)状态，此举将暂缓公司其他项目的推进。

Tech giant Google’s ($GOOGL) new Gemini 3 AI models are helping protect its search business from disruption, according to HSBC ($HSBC). More ...

Given MU's almost absurdly low valuation, its shares are likely to get a much bigger boost than Google if the tech giant's ...

OpenAI 发出“代码红”以提升 ChatGPT 性能，因为 Google 缩小差距，公司将优先考虑速度、个性化和更广泛的查询处理能力，同时搁置广告实验和个人助理计划。此举发生在 Microsoft 股价下跌 1.05% 至 486.74、Alphabet 跌 1.66% 至 314.89 之际，反映出投资者对谁将在下一轮 AI 平台竞赛中取胜的紧张情绪。