OpenAI's 'O1' Model, Nvidia's AI Demand, Google's Missed Opportunity, And More: This Week In AI
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Is the market pricing the spin-off of Google at a valuation is 'never been this low'?
Google's forward PE ratio discount compared to the overall standard and poor reached a record high of 3.3 percentage points. If the decision on the antitrust case is ultimately established, Google is likely to be forced to split its Android and browser businesses. However, most analysts believe that the likelihood of Google's split is small and may be replaced by other punitive measures.
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With a market cap exceeding $1 trillion, does Buffett think Berkshire Hathaway is also expensive?
Warren Buffett often says that share buybacks can benefit shareholders - but only if they are done at the right price. In recent months, Buffett has significantly reduced his holdings of various stocks and now he doesn't even want his own stocks anymore. "Buffett seems to believe that the best investments at the moment are cash and government bonds".
Is OpenAI's latest valuation reaching $150 billion? The premise is to lift the cap on investor profits.
1. According to media reports, OpenAI is in talks for a new round of financing, with an astounding valuation of $150 billion; 2. But there is an important condition, which is that OpenAI needs to cancel the profit cap it sets for investors; 3. It is currently unclear whether OpenAI will make this fundamental structural adjustment.
Is the AI boom "coming back"? s&p global: Nvidia stock prices can still rise for at least another year.
The S&P Global's Director of Technical Ratings, Andrew Zhang, stated in an interview that Nvidia's stock still has a large potential for further growth, and will continue to soar for at least another year. Andrew Zhang believes that Huang Renxun's comments and the financial reports of Nvidia's partners both support the prediction of Nvidia's continued rise.
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AI competition enters the 3D world! 'AI godmother' Fei-Fei Li completes a $230 million startup financing.
World Labs, co-founded by the top artificial intelligence scientist Li Fei-Fei, known as the "Mother of AI", has officially been established. Unlike the existing AI systems that can generate impressive text and images, World Labs focuses on "Spatial Intelligence", which is the ability to understand how the 3D world operates.
Being indecisive and deceptive? Microsoft is accused of holding up the carbon reduction flag while selling AI products to energy giants.
As a Silicon Valley giant, microsoft has been establishing its eco-friendly role and in recent years, as a leader in the AI industry, continuously promoting how to use AI to "accelerate carbon reduction". However, media reports that this move by microsoft is "quite hypocritical", because microsoft is also selling AI technology to many fossil energy companies, including exxon mobil and chevron, helping them use AI to develop new oil & gas fields and maximize production.
US stocks closing: Nasdaq, S&P rose for 5 consecutive days this week, market expects 'Fed playing big'
① The Nasdaq and s&p 500 index have both risen for 5 consecutive days this week, achieving the largest weekly gain since November last year; The s&p is only 0.7% away from its historical high; ② The Federal Reserve's remarks sparked debate between the '25 party' and the '50 party'; ③ The chairman promises not to reduce shareholding, leading to a last-minute rise in the Trump Media technology group's stock price; ④ Alleged 'Tesla Robotaxi spy photos' have emerged.
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