图 ⽚来源：Anthropic 未履约收⼊数据不包括云服务提供商已经从⼈⼯智能公司获得的收⼊。公司报告这些数据是为了根据⻓期协议向投资者展⽰未来收⼊的迹象。随着 Anthropic 和 OpenAI 的成⻓，这些未履约收⼊也随之激增。 图 ⽚来源：The Information 当 Google 上个⽉表⽰将为 Anthropic 提供惊⼈的 5 吉⽡服务器容量时，两家公司并未对该承诺给出具体的⾦额。 但作为明年开始的协议的⼀部分，据知情⼈⼠透露， Anthropic 计划在五年内向 Google 投⼊约 2000 亿美元。这⼀承诺意味着 Anthropic 占据了 Google 上周向投资者披露的"收⼊积压"的 40% 以上，反映了其云客⼾的合同承诺。 虽然这个⽐例听起来很⾼，但 Google 的云业务竞争对⼿报告的收⼊积压与 Anthropic 及其劲敌 OpenAI 的关联甚⾄更为紧密。 ⽬前， 涉及 Anthropic 和 OpenAI 的合同总额约占 Amazon 、 Microsoft 、 Google 和 Oracle 这四家美国最⼤云服务提供商 2 万亿美元未 履约收⼊（ backlog ）的 ...

营收增速由25Q4的47.8%加速至63.4%，营业利润率环比+2.8pct至32.9%，预计26年将持续加速。 【申万海外科技】美股云&互联网巨头FY26Q1：增速分化，CapexROI担忧缓解 #云行业：增速分化，谷歌云超预期加速、AWS温和加速、Azure平稳，Oracle低基数下持续提速，四家云厂26Q1 营收总和972亿，YoY+37%，25Q3、25Q4为27%、31%；四云厂+META的Capex/OCF为101% #谷歌云：本季度表现最为出色、RPO指引拉高未来2年增长可见度。 营收增速 【申万海外科技】美股云&互联网巨头FY26Q1：增速分化，CapexROI担忧缓解 #云行业：增速分化，谷歌云超预期加速、AWS温和加速、Azure平稳，Oracle低基数下持续提速，四家云厂26Q1 营收总和972亿，YoY+37%，25Q3、25Q4为27%、31%；四云厂+META的Capex/OCF为101% #谷歌云：本季度表现最为出色、RPO指引拉高未来2年增长可见度。 未履约义务RPO达到4620亿，环比增加2220亿。 #亚马逊AWS：增长持续提速、验证Anthropic拉动作用。 预计随着T ...

Tom Gayner's Markel Group reported an equity portfolio of approximately $11.94 billion in the latest quarter, reflecting a disciplined, long-term investment approach rooted in quality businesses, capital allocation, and compounding. Often compared to a "mini Berkshire Hathaway," Markel's portfolio mirrors Gayner's preference for durable franchises, strong management teams, and businesses capable of generating consistent returns on capital. Key Takeaways Portfolio Snapshot Top Holdings & Weights Biggest Chan ...

完整早报音频，请点击标题下方小耳机收听 AI新闻概览 Kimi 即将完成 20 亿美元融资 DeepSeek被曝投后估值或达450亿美元？消息人士：双方确实在进行洽谈，但估值还未最终确认 豆包搜索黎元洪跳 出演员范伟 PS 图片引热议，豆包回应 OpenAI 总裁称马斯克希望独占 OpenAI ，以筹集 800 亿美元用于火星计划 SpaceX 提议投入 550 亿美元在得州启动 Terafab 项目 众擎机器人完成 B+ 轮融资，外籍投资方代表退出董事职务 李飞飞的 AI 游戏初创公司 Astrocade 完成 5600 万美元融资 西湖机器人完成 Pre A+ 轮融资 OpenAI 推出 GPT-5.5 Instant ：幻觉最高减少 52.5% ，向全体用户开放 Meta 正开发人工智能代理" Hatch " 谷歌秘密内测 AI 智能体 Remy ，深度集成 Gemini 欲对标 OpenClaw 光子跃迁首款 8K AI 拇指运动相机正式预售 【 Kimi 即将完成 20 亿美元融资】 5 月 6 日消息，记者获悉，大模型独角兽 Kimi （月之暗面）即 将完成新一轮 20 亿美元融资，投后估值突破 ...

Gemini Nano performs tasks such as detecting scam phone calls, helping you write text messages, summarizing recordings and analyzing Pixel phone screenshots. It's not to be confused with the AI Mode pill in the address bar. If you use AI Mode, your queries are routed to Google Gemini servers -- not to Gemini Nano. A Google spokesperson told CNET that Gemini Nano will automatically uninstall if the device doesn't have enough resources, such as processing power, RAM memory, storage space or network bandwidth. ...

Stocks ending a day higher here. The S&P 500 and the Nasdaq at record highs. Very own Jared Blicky standing by with the latest. So all three megga cap sectors finishing really strong here. The uh biggest loser, energy down 4%, worst day since April of last year. And utilities not that strong either, down 1.4%. Uh but you take a look at the NASDAQ 100. There is a lot of dark green up there. Starting with Nvidia up 5.77%, getting close to a record high, not quite there yet, but Alphabet made one that's uh up ...

A game with more than two decades of virtual space combat, piracy and commerce is apparently fertile ground for training future AI models. Google DeepMind this week announced plans to use the popular roleplaying game Eve Online on Wednesday for training, Bloomberg reports. Eve Online is a massively multiplayer online roleplaying game, or MMORPG, developed by Iceland's CCP Games. Players explore and interact with each other in a vast universe, forming corporations and taking part in a wide range of activitie ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST TO COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS "BLOOMBERG TECH." COMING UP, AI ENTHUSIASM IS BACK AS AMD RALLIES ON A BLOCKBUSTER FORECAST. PLUS, DISNEY POSTS STRONGER RESULTS THAN EXPECTED THANKS TO IMPROVED PROFITABILITY AND IS STREAMING BUSINESS, AND WE SPEAK WITH THE UBER CFO AS THE PLATFORM POSTS A SECOND QUARTER OUTLOOK THAT ALSO BEAT EXPECTATIONS. FIRST, WE RETURNED WITH MARKETS THAT ARE RISK ON. A LOT OF THAT HAS TO DO ...

Alphabet making a run at Nvidia's crown as investors buy into its AI strategy. Anthropic has reported a 200 Well, we got Anthropic reportedly signing this $200 billion Google Cloud commitment that briefly pushed Alphabet above Nvidia after hours, leaving the two neck andneck for the title of world's most valuable company. Wall Street is shrugging off the risk. The test now is whether Google can keep expanding its multiple. That is what has weighed on Nvidia lately. Even as estimates have gone up, the stock ...

That's it. Thank you. >> Welcome back. Alphabet shares have surged more than 140% in the last year in large part due to its AI strategy. What has set the company apart. Mackenzie Sagalos is looking into that for today's tech check. Morning Mac. >> Hey, good morning Carl. So, Alphabet making a run at Nvidia's crown as investors buy into its AI strategy. Google is reportedly working on an agent to rival OpenClaw. Google Cloud sells compute. TPUs are an Nvidia alternative. And Google still has search, YouTube, ...