OpenAI will make its artificial intelligence models available for developers through Google's cloud, following years of competition between the two companies.For OpenAI, the effort reflects a growing push to expand distribution of its technology to enterprise developers. That's critical as the ChatGPT creator looks to build its business beyond its consumer roots, and the move puts OpenAI's models on all three of the top cloud infrastructure providers. Less than six months ago, OpenAI said Microsoft would no ...

Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed- ...

（文章来源：第一财经） 英伟达宣布，谷歌云计划将基于Vera Rubin的基础设施扩展至多站点，部署最多96万颗Rubin GPU。 ...

[Table_Main] 公司研究|信息技术|软件与服务 证券研究报告 世界模型行业研究报告 2026 年 10 月 21 日 [Table_Title] 推演世间万千变局，重塑智能底层范式 ——世界模型行业专题研究 [Table_Summary] 报告要点： 世界模型有望加速 AGI 的落地，长期发展空间广阔 世界模型作为人工智能迈向通用人工智能 AGI 的重要方向，涉及到 人工智能、心理学、计算机视觉、机器人、认知科学等多个学科，近 年来受到广泛关注。世界模型的发展历史很短，定义还未完全统一。 通常来说，世界模型是智能体通过数据驱动的方式学习得到的、对其 所处环境的时空动力学规律、状态-动作因果转移关系、奖励机制与不 确定性进行参数化建模的可计算模型。 VLA 与世界模型赋能智能驾驶，世界模型的长期发展值得期待 从全球范围来看，智能驾驶技术逐步演进为两大核心路线共同发展的 态势：第一条路线以"视觉-语言-动作"(Vision-Language-Action, VLA)链路为核心架构，第二条路线是以物理推演为核心驱动力的世 界模型(World Model)路线。VLA 和世界模型各具优势：VLA 适合快 速 ...

The first factor is that the sell-side has become more optimistic about the company's future earnings, but the stock price hasn't followed suit since reaching all-time highsEquity Research Analyst at DM Martins Research.I cover stocks that are often undercovered, focusing primarily on Brazil and Latin America — but I also occasionally write about global large caps. My work can also be found on TipRanks, where I contribute regularly, and on TheStreet, where I was a frequent contributor in the past.- Disclaim ...

谷歌云与英伟达宣布英伟达 Vera Rubin 基础设施正式商用。 ...

英伟达推出Confidential Bare Metal部署方案，使前沿模型开发商能够在第三方专用基础设施上运行敏感 工作负载，同时保留对模型和数据的控制权。该方案通过硬件级隔离、加密验证及访问限制，保护模型 和数据在运行过程中的安全。英伟达机密计算支持范围进一步扩展至Grace Blackwell NVL72、HGX Rubin NVL8及DGX Rubin NVL8系统，并将集成至DSX OS。谷歌云将为搭载英伟达GB300 NVL72系统 的A4X Max实例提供该方案支持，Cohere计划将其集成至Cohere Model Vault。 ...

24 September 2026 | 4:30PM EDT Equity Research Americas Technology: Sizing the AI Economy Needed to Justify ROIC on Hyperscaler AI Capex Against rising compute needs to match outsized and growing AI token consumption, the US-based hyperscalers have undergone a dramatic transformation around capital intensity to match this computational shift. These investments are being made against a combination of both real-time demand signals (in a current supply/demand imbalance) and multi-year compute needs of key cust ...

24 September 2026 | 7:04PM EDT Portfolio Strategy Research US EQUITY VIEWS AI capex, required revenues, and what's priced in the AI trade Outlook for AI capex: The largest US AI hyperscalers are on track to spend $800 billion in capex in 2026 and consensus expects $1.1 trillion in spending in 2027. Our baseline forecast is that capex spending will increase in 2027 and surpass consensus estimates but the rate of both capex growth and upside surprises will diminish relative to recent quarters. What capex sign ...

September 20, 2026 04:01 AM GMT M Foundation US Public Policy & Global Thematics | North America AI Safety: Implications for US AI Policy, Frontier Model Development, and Stock Positioning What does the increased attention on AI safety mean for the broader AI trade? We assess potential outcomes — including industry & US public policy efforts — and the implications on frontier model development and associated risks. We remain fundamentally bullish on the demand for compute, which will accelerate with greater ...