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马云_已退休
你们看中那个股票我帮你们砸起
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马云_已退休
05-27
那意思就是买英伟达了
马斯克,突传大消息!
马云_已退休
2023-05-31
$Faraday Future(FFIE)$
今天如果卖出去10辆,股票涨到1元妥妥的
马云_已退休
2023-04-03
$3B家居(BBBY)$
还有救吗?打算卸载了
马云_已退休
2023-02-03
$Silvergate Capital(SI)$
吃药了吗?
马云_已退休
2021-08-10
$哔哩哔哩(BILI)$
发生了什么
马云_已退休
2021-01-20
$Netflix, Inc.(NFLX)$
我是被上次财报套路的,坐等今晚高开低走
马云_已退休
2020-07-02
$百威英博(BUD)$
图片发不了吗?
马云_已退休
2020-07-02
这也行嘛?
马云_已退休
2020-06-16
别说别的股票快上1100
特斯拉:Model S长续航升级版价格下调5000美元
马云_已退休
2020-05-29
对于推特是利好😃
特朗普称考虑退出推特
马云_已退休
2020-05-18
$特斯拉(TSLA)$
都在涨就这个没有动静
马云_已退休
2020-03-17
$苹果(AAPL)$
还是苹果扛的住还有1w亿
马云_已退休
2020-01-16
今天跌吧
抱歉,原内容已删除
马云_已退休
2019-12-12
$波音(BA)$
真牛皮,直接干到350
马云_已退休
2019-07-31
那个大神讲下,降息这个事的影响以及为什么。谢谢大神
马云_已退休
2019-07-25
$卡特彼勒(CAT)$
流弊,这涨势
马云_已退休
2019-07-09
$Facebook(FB)$
真是巨硬,庄无敌
马云_已退休
2019-07-09
$Zoom(ZM)$
这个没人知道吗?
马云_已退休
2019-05-20
$拼多多(PDD)$做空吧,亏损严重,之前朋友圈和微信群垃圾信息满天飞,现在不飞了肯定其他方面很垃圾 都不公布
马云_已退休
2019-05-15
$阿里巴巴(BABA)$盘后发财报吗
去老虎APP查看更多动态
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Platforms为训练其AI模型而构建的GPU集群。</strong></p><p>自2022年OpenAI的生成式人工智能工具ChatGPT问世以来,该技术一直是科技巨头微软和谷歌、Meta以及Anthropic和Stability AI等初创企业之间激烈竞争的领域。马斯克是世界上为数不多的有足够财力在人工智能领域与OpenAI、谷歌或Meta竞争的投资者之一,他去年创立了xAI。</p><p>当前,xAI正在开发一款名为Grok的聊天机器人,它可以实时访问社交媒体平台X。马斯克曾公开表示,xAI将需要多达10万个GPU来训练和运行其下一版本的Grok。为了让聊天机器人更智能,马斯克最近告诉投资者,xAI计划将所有这些芯片串联成一台超级计算机,或者说是“算力超级工厂”。</p><p>报道称,xAI可能会与甲骨文合作开发这台超级计算机。本月中旬曾有消息称,xAI接近与甲骨文达成一项持续多年、价值“百亿美元”的云算力供应协议,一度推高甲骨文股价。目前,xAI已经从甲骨文租用了大约1.6万台H100芯片服务器,也是甲骨文此类芯片最大客户。</p><p><strong>xAI估值240亿美元</strong></p><p>据彭博社消息,知情人士透露,马斯克的人工智能初创公司xAI计划于6月完成一轮融资,包括其最近涌入的现金在内,该公司的估值可能超过240亿美元。</p><p><strong>xAI原定于5月早些时候完成约60亿美元的融资,但自去年以来一直在进行的交易仍未完成。上述知情人士表示,最近,该公司一直在寻求高达65亿美元的资金,并计划在未来几周内更接近这一目标。</strong></p><p>根据此前报道,xAI是OpenAI的竞争对手,该公司已通过一份宣传材料向众多硅谷投资者进行推销,宣传材料吹捧了马斯克在特斯拉公司和SpaceX的业绩。宣传材料还指出,xAI及其聊天机器人Grok将能够利用马斯克社交平台X的高质量数据。获取数据对于构建大型语言模型至关重要,而大型语言模型是人工智能聊天机器人的驱动技术,xAI旨在与OpenAI等其他资金雄厚的企业展开竞争。</p><p>当地时间5月23日,马斯克在巴黎举行的欧洲科技创新展览会(Viva)上接受远程采访时谈到了xAI“尽可能寻求真相”的目标。他批评谷歌和OpenAI开发的其他人工智能模型“迎合”政治正确性。他补充道,xAI的另一个目标是“努力成为最有趣的人工智能。”马斯克还表示,xAI是一家新公司,因此Grok仍有许多工作要做,才能拥有与谷歌Deepmind和OpenAI相抗衡的人工智能,也许在今年年底就能做到这一点。</p><p>在被问及创建xAI的原因时,马斯克表达了对当前AI研究缺乏追求最大真相的担忧,认为“对AI来说最安全的事情就是最大限度地寻求真相”,并强调了xAI将致力于此目标,力求建立一个有益于人类的AI,避免训练出“超级智能撒谎者”,他反复强调:“诚实才是上策”。马斯克还表示,xAI正致力于此,承诺“始终发布一个超越当前开放源码模型的模型”,以提高透明度和促进健康的竞争。</p><p><strong>哪些公司将受益?</strong></p><p>今年早些时候,马斯克表示,训练Grok 2型号需要约2万个英伟达H100 GPU,并补充说,Grok 3型号及以上型号将需要10万个英伟达H100芯片。有分析人士指出,“算力超级工厂”需要大量抢购英伟达的芯片。无论是OpenAI及其盟友微软,还是谷歌、亚马逊、Meta、xAI,其AI军备竞赛都离不开英伟达的芯片。</p><p><strong>最新数据显示,一季度,英伟达营收达到260亿美元,较去年同期增长262%,高于市场预期的247亿美元;净利润为148.81亿美元,同比大幅628%。得益于数据中心芯片的强劲需求,英伟达预计第二季度营收将达到280亿美元,高于分析师预期的270亿美元。尽管年初至今英伟达的股价已飙涨超110%,市值超过2.6万亿美元,但华尔街分析师们押注,在人工智能带来的强劲需求下,英伟达股价还将持续飙升。</strong></p><p>长城证券指出,英伟达对AI发展及自身业绩的积极预期,将带动市场对算力产业发展的信心。国内AI算力产业链核心企业也将加快产品布局与建设步伐,以光模块、PCB、连接器等核心部件厂商或将借力英伟达的服务器产品升级创新与AI建设布局,加快自身技术发展及业绩提升,长期受益于行业发展。</p><p>天风证券表示,前期受市场风格、英伟达财报预期的压制,算力板块连续调整,但此次英伟达财报超出市场预期,叠加市场风格有望回归,AI算力有望迎来走强,展望后续3—6个月,二季度业绩有望在市场中持续表现优异,产业端从光模块到GPU到台积电有望都能陆续得到验证,置信度提升后,有望推动AI算力个股往2025年业绩估值切换。</p></body></html>","source":"cszg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=https://mp.weixin.qq.com/s/tkp7KXzrFHyAec2-SaDRFA><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亿万富豪、特斯拉CEO马斯克又传出新消息!这个周末,马斯克计划推出xAI超级计算机的消息,在人工智能行业引发大量关注。有科技媒体透露,马斯克的人工智能初创公司xAI,正计划建造一台超级计算机,为下一代人工智能聊天机器人Grok提供动力。马斯克表示,希望在2025年秋天之前让这台超级计算机运行起来,并补充说,xAI可能会与甲骨文合作开发这台超级计算机。那么,马斯克的最新举动,会对AI行业带来多大的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/tkp7KXzrFHyAec2-SaDRFA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b098b6fd8448068c49f55fe658ecad1d","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/tkp7KXzrFHyAec2-SaDRFA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188826546","content_text":"亿万富豪、特斯拉CEO马斯克又传出新消息!这个周末,马斯克计划推出xAI超级计算机的消息,在人工智能行业引发大量关注。有科技媒体透露,马斯克的人工智能初创公司xAI,正计划建造一台超级计算机,为下一代人工智能聊天机器人Grok提供动力。马斯克表示,希望在2025年秋天之前让这台超级计算机运行起来,并补充说,xAI可能会与甲骨文合作开发这台超级计算机。那么,马斯克的最新举动,会对AI行业带来多大的影响呢?超级计算机当地时间周六,硅谷科技媒体The Information报道称,今年5月,马斯克在向投资者做演示时表示,xAI计划建造一台规格惊人的超级计算机,直言这将是一个“算力超级工厂”。马斯克希望这台超级计算机在2025年秋季之前投入运行,他将亲自负责按时交付。马斯克补充称,可能会与甲骨文合作开发这台庞大的计算机。预计完成后,连接在一起的芯片组将是当今最大GPU集群的4倍,例如Meta Platforms为训练其AI模型而构建的GPU集群。自2022年OpenAI的生成式人工智能工具ChatGPT问世以来,该技术一直是科技巨头微软和谷歌、Meta以及Anthropic和Stability AI等初创企业之间激烈竞争的领域。马斯克是世界上为数不多的有足够财力在人工智能领域与OpenAI、谷歌或Meta竞争的投资者之一,他去年创立了xAI。当前,xAI正在开发一款名为Grok的聊天机器人,它可以实时访问社交媒体平台X。马斯克曾公开表示,xAI将需要多达10万个GPU来训练和运行其下一版本的Grok。为了让聊天机器人更智能,马斯克最近告诉投资者,xAI计划将所有这些芯片串联成一台超级计算机,或者说是“算力超级工厂”。报道称,xAI可能会与甲骨文合作开发这台超级计算机。本月中旬曾有消息称,xAI接近与甲骨文达成一项持续多年、价值“百亿美元”的云算力供应协议,一度推高甲骨文股价。目前,xAI已经从甲骨文租用了大约1.6万台H100芯片服务器,也是甲骨文此类芯片最大客户。xAI估值240亿美元据彭博社消息,知情人士透露,马斯克的人工智能初创公司xAI计划于6月完成一轮融资,包括其最近涌入的现金在内,该公司的估值可能超过240亿美元。xAI原定于5月早些时候完成约60亿美元的融资,但自去年以来一直在进行的交易仍未完成。上述知情人士表示,最近,该公司一直在寻求高达65亿美元的资金,并计划在未来几周内更接近这一目标。根据此前报道,xAI是OpenAI的竞争对手,该公司已通过一份宣传材料向众多硅谷投资者进行推销,宣传材料吹捧了马斯克在特斯拉公司和SpaceX的业绩。宣传材料还指出,xAI及其聊天机器人Grok将能够利用马斯克社交平台X的高质量数据。获取数据对于构建大型语言模型至关重要,而大型语言模型是人工智能聊天机器人的驱动技术,xAI旨在与OpenAI等其他资金雄厚的企业展开竞争。当地时间5月23日,马斯克在巴黎举行的欧洲科技创新展览会(Viva)上接受远程采访时谈到了xAI“尽可能寻求真相”的目标。他批评谷歌和OpenAI开发的其他人工智能模型“迎合”政治正确性。他补充道,xAI的另一个目标是“努力成为最有趣的人工智能。”马斯克还表示,xAI是一家新公司,因此Grok仍有许多工作要做,才能拥有与谷歌Deepmind和OpenAI相抗衡的人工智能,也许在今年年底就能做到这一点。在被问及创建xAI的原因时,马斯克表达了对当前AI研究缺乏追求最大真相的担忧,认为“对AI来说最安全的事情就是最大限度地寻求真相”,并强调了xAI将致力于此目标,力求建立一个有益于人类的AI,避免训练出“超级智能撒谎者”,他反复强调:“诚实才是上策”。马斯克还表示,xAI正致力于此,承诺“始终发布一个超越当前开放源码模型的模型”,以提高透明度和促进健康的竞争。哪些公司将受益?今年早些时候,马斯克表示,训练Grok 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src=\"https://static.tigerbbs.com/c929fba6a1cf5770697c539ea1c84791\" tg-width=\"840\" tg-height=\"470\"><span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将Model S长续航升级版价格下调5000美元。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9153adf328cdbdfbb656ed3026a6175","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193842981","content_text":"特斯拉将Model S长续航升级版价格下调5000美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951179211,"gmtCreate":1590705328333,"gmtModify":1704193470182,"author":{"id":"3481288261565606","authorId":"3481288261565606","name":"马云_已退休","avatar":"https://static.tigerbbs.com/778161dd09fbe7aebf9811530030cece","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481288261565606","authorIdStr":"3481288261565606"},"themes":[],"htmlText":"对于推特是利好😃","listText":"对于推特是利好😃","text":"对于推特是利好😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951179211","repostId":"2039296972","repostType":2,"repost":{"id":"2039296972","pubTimestamp":1590704478,"share":"https://www.laohu8.com/m/news/2039296972?lang=&edition=full","pubTime":"2020-05-29 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