市场表现 - 三大指数集体收跌 道琼斯指数跌0.19%报46,292.78点 标普500指数跌0.55%报6,656.92点 纳斯达克指数跌0.95%报22,573.47点[3] - 英伟达股价下跌2.8% 甲骨文下跌4.4% 亚马逊跌3.04%[3][5] - 纳斯达克中国金龙指数跌2.22% 百度跌8.09% 京东跌2.92% 腾讯音乐跌4.20%[5] 人工智能行业动态 - 英伟达宣布向OpenAI投资最高1000亿美元[3] - 市场质疑AI公司能源支持能力及交易模式可持续性[3] - 美光科技Q4营收113.2亿美元同比增长46% 调整后每股收益3.03美元远超上年同期1.18美元[10] - DRAM供应趋紧 AI驱动需求加速增长[11] 重大合作与投资 - OpenAI与甲骨文将共建三座数据中心 分别位于得州沙克尔福德县 新墨西哥州多尼亚安娜县和中西部未公布地点[6] - OpenAI与软银合作建设两座数据中心 位于俄亥俄州洛兹敦和得州米拉姆县[6] - 方舟投资管理公司购入阿里巴巴ADR 总价值约1630万美元[7] 军工与国防合约 - 美国锑业公司获得美国国防后勤局五年独家合同 金额最高达2.45亿美元[8] - 美国锑业公司股价收盘大涨逾13%[9] - 波音公司正在制造美国空军第六代战机F-47 预计2028年首飞[12] 企业财报与预期 - 美光科技预计2026财年Q1营收122亿至128亿美元 调整后毛利率50.5%-52.5%[10]

The company's AWS division is facing new threats from Microsoft and Google, leaving investors wondering if Amazon is falling behind in the AI race. ...

The competition for AI leadership extends beyond Silicon Valley, with Microsoft making a $30 billion commitment to AI and cloud infrastructure in the U.K.Google is focusing on internal research to anticipate and mitigate the risks of advanced AI models, including self-preservation and avoidance behaviors.The industry’s largest firms are positioning for growth under mounting regulatory and policy scrutiny by investing in technology and addressing potential risks.Amazon, Google and Microsoft set out their lat ...

政策调整 - YouTube将允许因发布新冠疫情或选举相关虚假信息而被封禁的频道申请恢复[1] - 该政策调整推翻了此前将此类违规行为视为永久封禁的处理方式[1] - 恢复计划将作为有限试点项目启动 仅面向部分创作者和因已废止政策而被终止的频道[2] 政治背景与压力 - 此次政策调整是在共和党对科技公司施加越来越大压力 要求其扭转拜登时代关于疫苗和政治虚假信息的言论政策之后进行的[4] - 众议院司法委员会主席吉姆·乔丹曾传唤Alphabet首席执行官桑达尔·皮查伊 指控YouTube是“联邦政府审查制度的直接参与者”[4] - 公司律师在信中称 拜登政府高级官员在疫情期间施压要求删除某些技术上未违反YouTube政策的新冠相关视频 这种压力是“不可接受且错误的”[5] 内容审核立场转变 - YouTube表示“不会授权第三方事实核查机构”来审核内容 并将继续在平台上支持“自由表达”[6] - 公司已终止其独立的新冠虚假信息规则[5] - 类似地 Meta公司也在1月份宣布取消了其在Facebook和Instagram上的事实核查计划[6] 平台现有功能 - YouTube设有一项功能 在视频下方显示信息面板 并提供指向独立事实核查的链接[7] - 该功能旨在通过第三方来源的信息为YouTube上的视频提供更多背景信息[7] - 谷歌在2017年推出了一款事实核查工具 在搜索和新闻结果上显示标签[7]

Recently, Alphabet Inc. ( GOOGL ) ( GOOG ) once again surpassed Amazon.com, Inc. (NASDAQ: AMZN ) in market cap, becoming the fourth largest in the US, behind only NVIDIA Corporation ( NVDA ), Microsoft Corporation ( MSFT ), and Apple Inc. ( AAPL ).Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for c ...

Recently, Alphabet Inc. ( GOOGL ) ( GOOG ) once again surpassed Amazon.com, Inc. (NASDAQ: AMZN ) in market cap, becoming the fourth largest in the US, behind only NVIDIA Corporation ( NVDA ), Microsoft Corporation ( MSFT ), and Apple Inc. ( AAPL ).Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for c ...

Ed Miliband was told by Future Energy Networks in a letter that the surge in interest in gas was due to 15-year wait times - Chris J Ratcliffe/Bloomberg Tech bosses are scrambling to hook their data centres to Britain’s gas network because of delays connecting to the electricity grid, energy suppliers have warned. Gas networks report a rising number of connection requests from energy-hungry data centres amid a surge in AI demands, with 86 enquiries received in the last year alone. In a letter to Ed Mi ...

We recently published 12 Hot, Cold & Stable Stocks Jim Cramer Recently Discussed. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently discussed. Alphabet Inc. (NASDAQ:GOOGL)’s shares have gained 34.5% year-to-date, with most of them coming in the second half of the year. Cramer has discussed the firm several times on his morning show. Early in the year, the CNBC TV host was concerned about the firm’s legal troubles with the Justice Department and went as far as to sell the stock. However ...

（原标题：谷歌宣布拟在非洲建设四个枢纽以加强互联网接入能力） 据非洲财经信息通讯社9月20日报道，谷歌集团非洲区总经理亚历克斯·奥科西（Alex Okosi）近期 宣布，计划在非洲建设四个基础设施枢纽，以连接新的海底光缆，最大限度为其合作伙伴。尤其是电信 运营商创造机遇。奥表示，四个枢纽将连接非洲北部、西部、南部和东部，并修建登陆站、新的电缆和 数据中心等关键基础设施。项目资金来自谷歌，计划三年内完工，将使MTN和Vodacom等运营商能够以 更低的成本为客户提供宽带服务。奥还强调，人工智能在非洲代表着巨大机遇，关键在于如何投资来抓 住人工智能带来的红利。 ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Big Tech must do more to tackle illegal content online in the European Union under the bloc's Digital Services Act. The European Union on Tuesday demanded Big Tech players including Apple and Google explain what action they are taking against financial scams online, as Brussels seeks to show it is not shying away from enforcing ...