潜在投资交易 - 亚马逊正与OpenAI进行早期讨论 拟投资高达100亿美元[1] - 若交易达成 OpenAI估值将超过5000亿美元[1] - 该交易将使OpenAI使用亚马逊的AI芯片[1] 亚马逊的AI战略布局 - 公司正寻求在AI竞赛中分散投资 已向OpenAI竞争对手Anthropic投资80亿美元并建立合作关系[2] - 公司本月发布了其Trainium系列芯片的最新版本 并概述了下一代芯片的开发计划[2] - 其AI芯片战略旨在通过亚马逊云服务AWS补充其云计算产品[2] OpenAI的公司结构与交易动态 - 公司已于数月前完成向营利模式的转型 这使其在与微软以外的投资者达成交易方面拥有更大自由度[3] - 微软是OpenAI的早期支持者之一 持有其27%的股份[3] AI行业的循环交易模式 - 主要硬件制造商和云服务提供商与新兴AI公司达成交易以推广其产品 而初创公司则承诺使用其数据中心和芯片来训练AI模型[4] - 这种模式在行业内形成了一系列循环交易[4] OpenAI近期的资本与合作协议 - 今年3月 OpenAI向CoreWeave投资了3.5亿美元的股权 CoreWeave用这笔资金从其支持者英伟达购买芯片[5] - 这些芯片为OpenAI提供算力 增加了CoreWeave的收入 最终使OpenAI的持股价值上升[5] - 今年10月 OpenAI签署协议收购AMD 10%的股份 并承诺使用该芯片制造商的AI GPU 同月还与博通签署了芯片使用协议[5] - 今年11月 OpenAI与亚马逊签署了一份价值380亿美元的云计算协议[5]

监管裁决与处罚 - 行政法官裁定特斯拉就其自动驾驶和全自动驾驶辅助软件的能力进行了欺骗性营销 给客户留下了错误印象[1] - 法官同意加州车管局请求 对特斯拉处以暂停销售30天的处罚 但车管局暂缓执行并给予特斯拉90天时间修改或删除欺骗性用语[2] - 法官还建议暂停特斯拉的制造许可证30天 但该命令同样被车管局暂缓执行[2] 案件背景与指控 - 加州车管局指控特斯拉让客户误以为其高级驾驶辅助系统具备高度自动驾驶能力 这导致了对系统的过度自信 并造成了数十起事故和多人死亡[4] - 特斯拉反驳称其营销属于受保护的言论[4] - 特斯拉此前已面临加州总检察长、美国司法部和证券交易委员会就类似误导性营销指控展开的多项调查 并已和解多起涉及自动驾驶技术事故的个人民事诉讼[3] 潜在业务影响 - 暂停在加州的销售即使只是暂时的 也可能对特斯拉业务产生重大影响 因为加州仍是该公司在美国的最大市场[5] - 暂停制造也可能损害特斯拉业务 尽管公司在得克萨斯州奥斯汀建立了大型工厂并将总部迁至该地 但其仍依赖加利福尼亚州弗里蒙特工厂生产数十万辆汽车 包括所有销往北美的Model 3轿车[5] 技术发展与背景 - 法官做出裁决之际 特斯拉正在奥斯汀推进其Robotaxi服务测试 过去六个月该公司一直在该市向客户提供乘车服务 但配有安全员在驾驶座或乘客座[6] - 上周末 公司从其在该市的小型车队中移除了安全员[6] - 首席执行官埃隆·马斯克表示 这些车辆运行的驾驶软件版本与汽车制造商客户车辆中的版本不同[6]

DoorDash is launching a new AI-powered social app that’s designed to help users quickly find local restaurants. The app, called Zesty, is initially available in the San Francisco Bay Area and New York.With the app, DoorDash is branching out beyond food delivery and stepping into the social and discovery space. The idea behind the app is to get rid of the need to read a bunch of different reviews, look up different menus, or browse TikTok when looking for a new place to eat. Once people open up the app and ...

In early 2023, Luminar was riding high. After going public during the pandemic and scoring a key deal with Volvo, the company had added Mercedes-Benz and Polestar as customers of its “life-saving” lidar sensors. Founder and CEO Austin Russell called it an “inflection point,” as Luminar prepped to have those sensors integrated into the first production vehicles.Volvo in particular was all-in on the technology. The Swedish automaker, which spent decades building a brand around the idea of making the safest ca ...

Netflix and audio powerhouse iHeartMedia have entered into a new partnership to bring 14 video podcasts exclusively to Netflix in early 2026, the companies announced Tuesday. This represents Netflix’s second major step into the podcast space, following its recent collaboration with Spotify.The new video podcast episodes will premiere on Netflix in the U.S. in early 2026, with plans to expand to additional markets.  As part of the agreement, Netflix will get a diverse range of shows spanning comedy, crime, ...

Instagram is expanding Reels-viewing beyond mobile, the social network announced on Tuesday. The company is piloting IG for TV, a new experience that lets you watch Reels on TV, starting with Amazon Fire TV.By bringing Reels to TVs, Instagram can better compete with YouTube, which largely dominates the TV space. Instagram likely wants viewers to switch to its TV app while watching content on the couch, similar to flipping through TV channels. For example, you could be watching something on Netflix and decid ...

In Brief Disney’s three-year licensing partnership with OpenAI includes just one of exclusivity, Disney CEO Bob Iger told CNBC. The company signed the partnership with OpenAI last week that will bring its iconic characters to the AI firm’s Sora video generator. Once that exclusive year is up, Disney is free to sign similar deals with other AI companies.The deal gives OpenAI a high-profile content partner, allowing users to draw on more than 200 characters from Disney, Marvel, Pixar, and Star Wars to create ...

Nvidia continues to expand its footprint in open source AI on two fronts: an acquisition and a new model release.The semiconductor giant announced Monday it acquired SchedMD, the leading developer of popular open source workload management system Slurm. Nvidia said the company will continue to operate the program, which is designed for high-performance computing and AI, as an open source, vendor-neutral software. Slurm was originally launched in 2002 and SchedMD was founded in 2010 by the lead Slurm develo ...

Amid Ford’s shift away from making large electric vehicles, the automaker is adding a new product line to find a home for its batteries. Ford said Monday that instead of scuttling plans to build the batteries for those vehicles, it will pivot that capacity into a new battery storage business. Those storage systems, which will use cheaper LFP batteries, will be used to power data centers and help buffer demand on the electric grid.  Ford says the battery storage systems will start shipping in 2027 and that ...

Ford is ending production of the fully-electric F-150 Lightning as part of a broader companywide shakeup of its electric vehicle plans, the company announced Monday. In its place, Ford will sell what’s known as an “extended range electric vehicle” version of the truck, which adds a gas generator that can recharge the battery pack to power the motors for over 700 miles. The company did not share when the new F-150 Lightning will go on sale, or how much it will cost. Ford said it will report a charge of $19.5 ...