Shares of Alibaba rallying today after the Chinese tech giant announced its updated consumer chatbot has reached 10 million downloads just a week after it was relaunched. Dear Draosa has more in today's tech check. So I I guess that catches your attention that number.Dearra, it does. It's a pretty explosive uptake and that's of course its new Quen chatbot. It's also proof point for Alibaba much like Gemini 3 was for Google last week.not just a good product launch, but evidence the company has something that ...

数据中心规模与战略 - 亚马逊拥有约900个数据中心，而纯粹的第三方数据中心运营商仅有32至35个数据中心 [1][2] - 亚马逊的数据中心配备了超过10万个GPU，其AI相关业务年化收入约为50亿美元，是其他公司（约1.3亿美元）的近30倍 [2] - 亚马逊目前处于“土地抢夺”模式，因为能满足GPU数据中心高功率需求的设施非常有限，这为竞争对手获取合适土地建设数据中心增加了难度 [6][7] 边缘计算与延迟优化 - 为向全球可能超过10亿的用户提供具有万亿参数的大语言模型服务，需要将计算资源区域化部署，而不能仅依赖一个大型数据中心 [3][4] - 通过在全球各地（如纽约、洛杉矶附近）建设边缘数据中心，可以缓存内容、最小化网络延迟，从而确保用户获得良好体验 [3][4][5] 谷歌的垂直整合优势 - 谷歌通过其自研的第七代TPU芯片，在性能及“每瓦特token数”这一关键指标上，与英伟达GPU展开竞争 [8][9] - 谷歌Gemini 3模型在减少AI幻觉方面能力更强，并且其TPU芯片能耗更低 [7][8] - 谷歌拥有独特的搜索引擎索引数据，这使其AI模型的结果比其他大语言模型更具事实依据，构成了显著优势 [9] 行业竞争格局与OpenAI策略 - 云计算市场竞争者从最初的三家增加到约十家新兴云服务商，都在争夺数据中心资源 [7] - OpenAI未来的战略可能更加以产品和应用为中心，特别是在电子商务领域加大投入，整合广告和各类市场平台 [11] - 电子商务是谷歌搜索广告收入的主要来源，因此OpenAI若在该领域发力，可能对谷歌和亚马逊构成威胁 [11][12]

BBAI stock jumped 11% on Monday to hit $6.00, easily outperforming an otherwise steady broader market. The move signals investors are finally rotating into government-grade AI, the unglamorous but rel... ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Key Takeaways SOUN grew Q3 revenue 68% with new AI deals, but losses and valuation concerns remain high.VERI cut annual debt service to $800K and grew software revenue 55% in Q3 2025.VERI trades at 2.71X P/S versus SOUN's 20.64X, with improving EPS estimates and profit outlook.Artificial intelligence remains one of the market’s most dynamic themes, and within this space, both SoundHound AI (SOUN) and Veritone (VERI) are positioned around high-growth enterprise applications. SoundHound focuses on conversatio ...

公司发展里程碑 - 公司ADVANCE®AI被纳入微软初创企业飞马计划 [1] - 此次合作使公司获得微软强大的人工智能工具、专业知识和全球客户网络 [1] - 公司首席执行官称加入该计划是游戏规则的改变者 [1] 行业与公司战略 - 公司是专注于制药领域人工智能解决方案的领先创新者 [1] - 公司致力于构建未来基于现场的医疗保健模式 [1]

美联储官员对人工智能的经济变革潜力愈发关注，但对其是否已引发生产力革命仍持观望态度。 生产力数据显现积极信号 圣路易斯联储近日的研究发现，自ChatGPT发布三年来，生成式AI可能已将劳动生产率提升了1.3%。 研究人员通过定期调查询问工人使用AI节省的工作时间，发现AI采用率较高的行业与生产力提升存在 明显关联。 该研究共同作者Alexander Bick表示："令我惊讶的是，这一信号在行业层面已如此清晰地显现出来。相 关性已经存在。" 彭博经济学首席美国经济学家Anna Wong指出，生产力繁荣对央行而言是"梦想成真"，对宏观经济学家 而言则是"独角兽"，每隔几十年才出现一次。她认为宏观层面的证据尚不明确，但微观层面的证据正开 始显现。 企业层面的实践也支持这一观点。HVAC设备AI服务公司Bluon Inc.首席执行官Peter Capuciati估计，其 AI工具可为技术人员每周节省多达8小时的工作时间。目前约16万名技术人员使用免费版本，1.3万人付 费使用完整服务。 数据质量制约准确判断 尽管AI投资正推动美国经济增长的很大一部分，央行决策者仍处于"判断为时过早"的阶段，不愿像1990 年代互联网 ...

③智元机器人推出灵心平台； ①阿里千问APP公测第一周下载破千万； ⑤施耐德电气：以三维创新推动AI落地应用，加快产业数智化转型。 ②曙光云将发布AI安全突破性技术； 曙光云将发布AI安全突破性技术；智元机器人推出灵心平台。 ④Vionbotics全球首发具身智能立面清洁机器人； ...