AI日报丨黄仁勋：AI产业布局终将降低能源成本，英伟达拟向OpenAI投资200亿美元，交易细节尚未敲定

美股研究社02-04

整理 | 美股研究社在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会。《AI日报》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行业洞察和价值分析。AI快报【黄仁勋：AI产业布局终将降低能源成本】英伟达CEO黄仁勋认为，当前在多国给电网带来压力的人工智能（AI）算力大规模布局，最终将推动能源成本下降。黄仁勋称，为增加电力供应所做的相关投资，加之人工智能在...

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finalized","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"3NVD.UK":0.6,"NVDG":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVII":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVD3.UK":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVDW":0.6,"NVD":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDA":1.95,"NVDX":0.6,"DIPS":0.6,"NVDQ":0.6,"NVDS":0.6},"content_text":"整理 | 美股研究社在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会。《AI日报》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行业洞察和价值分析。AI快报【黄仁勋：AI产业布局终将降低能源成本】英伟达CEO黄仁勋认为，当前在多国给电网带来压力的人工智能（AI）算力大规模布局，最终将推动能源成本下降。黄仁勋称，为增加电力供应所做的相关投资，加之人工智能在能源生产与配电环节的应用，将逐步助力降低能源成本。“这一趋势必然会到来，能源成本终将下降。” 黄仁勋说，“市场驱动力正迫使我们加大对能源供应的投入，能源供应能力提升，同时我们也在推动电网的现代化升级。”【辉瑞后疫情时代转型：AI驱动降本增效，每月一次减肥药数据点燃未来预期】1、财务业绩： 2025年营收626亿美元（同比降2%），主要受新冠产品需求大幅萎缩影响。但非新冠业务营收增长6%，显示出核心业务的韧性。2、重磅减肥药突破： 披露VESPER-3二期临床积极数据。其超长效GLP-1激动剂（3944）实现了每月一次注射，28周减重效果达10%-12.3%（扣除安慰剂效应），高剂量组预测减重达16%。公司计划在2026年启动10项三期临床研究，目标是2028年获批。【Centerview联合创始人：AI变革真实存在，但推进节奏或不及预期】Centerview Partners联合创始人Blair Effron表示，尽管人工智能的崛起将对经济产生巨大影响，但相关变化可能不会像许多人预期的那样迅速到来。“增长的斜率和速度可能会比人们想象的要慢，但是真实存在的，”Effron在佛罗里达州西棕榈滩举行的《华尔街日报》Invest Live大会上表示。【亚洲软件股跟随美股软件股大跌，AI颠覆性冲击引发担忧】澳大利亚股市中，Xero股价下跌幅度一度达15%，创2021年5月以来最大跌幅；Technology One下跌8.7%，Wisetech下跌7.4%。日本股市中，野村证券下跌7.4%，Obic下跌6.7%，Oracle Corp. Japan下跌5.3%，NEC下跌3.8%，Trend Micro下跌3.3%。周二，美国法律软件和出版公司股价大跌，此前人工智能公司Anthropic推出一款面向企业内部法务团队的工具。七巨头日报【英伟达拟向OpenAI投资200亿美元，交易细节尚未敲定】英伟达 (NVDA.US) CEO黄仁勋透露，对OpenAI的投资计划仍然“处于正轨之上”。公司将参与对方的下一轮投资，希望最终参与到OpenAI的IPO。最新，据彭博报道，英伟达公司正接近达成一项协议，将向OpenAI投资200亿美元作为其最新一轮融资的一部分。这将是英伟达对OpenAI进行的最大单笔投资。知情人士表示，交易尚未最终敲定，条款仍可能发生变化。【英特尔CEO：存储芯片制造商们告诉我，供应紧张问题要到2028年才会出现缓解】周二， 英特尔 (INTC.US) 首席执行官陈立武表示，他与两家主要内存厂商进行了沟通，对方明确告知\"至少到2028年之前不会缓解\"。陈立武指出，英伟达公司作为人工智能处理器的领先供应商，其最新的Rubin平台及下一代产品将进一步推高内存需求。人工智能将\"吸收大量内存\"。与此同时，陈立武透露英特尔计划进军GPU市场，并已聘请首席GPU架构师，该业务将与公司的数据中心芯片部门及代工服务紧密结合。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608436984","isCrawlerRequest":true}