马云_已退休的个人主页 - 老虎社区

马云_已退休

马云_已退休

你们看中那个股票我帮你们砸起

IP属地：北京

97关注

7粉丝

1主题

0勋章

马云_已退休

2018-11-08

$AMD(AMD)$不到30不出

马云_已退休

2018-09-14

$拼多多(PDD)$空池有弹药我上车了

马云_已退休

2018-08-22

$优信(UXIN)$财报这么好，还不能飞起吗？

马云_已退休

2019-02-28

$太平洋煤气电力(PCG)$做了大量的call坐等暴富

马云_已退休

2018-11-02

$前程无忧(JOBS)$财报肯定烂的一批

马云_已退休

2018-10-08

$小米集团-W(01810)$亏了2部顶配小米，走了不玩了。

马云_已退休

2019-07-09

$Zoom(ZM)$ 这个没人知道吗？

马云_已退休

2018-12-15

$强生(JNJ)$拉吧下周130见[财迷]

马云_已退休

2018-11-12

$虎牙(HUYA)$高开低走典型的套路

马云_已退休

2018-11-08

$高通(QCOM)$我还留他不

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Platforms为训练其AI模型而构建的GPU集群。</strong></p><p>自2022年OpenAI的生成式人工智能工具ChatGPT问世以来，该技术一直是科技巨头微软和谷歌、Meta以及Anthropic和Stability AI等初创企业之间激烈竞争的领域。马斯克是世界上为数不多的有足够财力在人工智能领域与OpenAI、谷歌或Meta竞争的投资者之一，他去年创立了xAI。</p><p>当前，xAI正在开发一款名为Grok的聊天机器人，它可以实时访问社交媒体平台X。马斯克曾公开表示，xAI将需要多达10万个GPU来训练和运行其下一版本的Grok。为了让聊天机器人更智能，马斯克最近告诉投资者，xAI计划将所有这些芯片串联成一台超级计算机，或者说是“算力超级工厂”。</p><p>报道称，xAI可能会与甲骨文合作开发这台超级计算机。本月中旬曾有消息称，xAI接近与甲骨文达成一项持续多年、价值“百亿美元”的云算力供应协议，一度推高甲骨文股价。目前，xAI已经从甲骨文租用了大约1.6万台H100芯片服务器，也是甲骨文此类芯片最大客户。</p><p><strong>xAI估值240亿美元</strong></p><p>据彭博社消息，知情人士透露，马斯克的人工智能初创公司xAI计划于6月完成一轮融资，包括其最近涌入的现金在内，该公司的估值可能超过240亿美元。</p><p><strong>xAI原定于5月早些时候完成约60亿美元的融资，但自去年以来一直在进行的交易仍未完成。上述知情人士表示，最近，该公司一直在寻求高达65亿美元的资金，并计划在未来几周内更接近这一目标。</strong></p><p>根据此前报道，xAI是OpenAI的竞争对手，该公司已通过一份宣传材料向众多硅谷投资者进行推销，宣传材料吹捧了马斯克在特斯拉公司和SpaceX的业绩。宣传材料还指出，xAI及其聊天机器人Grok将能够利用马斯克社交平台X的高质量数据。获取数据对于构建大型语言模型至关重要，而大型语言模型是人工智能聊天机器人的驱动技术，xAI旨在与OpenAI等其他资金雄厚的企业展开竞争。</p><p>当地时间5月23日，马斯克在巴黎举行的欧洲科技创新展览会（Viva）上接受远程采访时谈到了xAI“尽可能寻求真相”的目标。他批评谷歌和OpenAI开发的其他人工智能模型“迎合”政治正确性。他补充道，xAI的另一个目标是“努力成为最有趣的人工智能。”马斯克还表示，xAI是一家新公司，因此Grok仍有许多工作要做，才能拥有与谷歌Deepmind和OpenAI相抗衡的人工智能，也许在今年年底就能做到这一点。</p><p>在被问及创建xAI的原因时，马斯克表达了对当前AI研究缺乏追求最大真相的担忧，认为“对AI来说最安全的事情就是最大限度地寻求真相”，并强调了xAI将致力于此目标，力求建立一个有益于人类的AI，避免训练出“超级智能撒谎者”，他反复强调：“诚实才是上策”。马斯克还表示，xAI正致力于此，承诺“始终发布一个超越当前开放源码模型的模型”，以提高透明度和促进健康的竞争。</p><p><strong>哪些公司将受益？</strong></p><p>今年早些时候，马斯克表示，训练Grok 2型号需要约2万个英伟达H100 GPU，并补充说，Grok 3型号及以上型号将需要10万个英伟达H100芯片。有分析人士指出，“算力超级工厂”需要大量抢购英伟达的芯片。无论是OpenAI及其盟友微软，还是谷歌、亚马逊、Meta、xAI，其AI军备竞赛都离不开英伟达的芯片。</p><p><strong>最新数据显示，一季度，英伟达营收达到260亿美元，较去年同期增长262%，高于市场预期的247亿美元；净利润为148.81亿美元，同比大幅628%。得益于数据中心芯片的强劲需求，英伟达预计第二季度营收将达到280亿美元，高于分析师预期的270亿美元。尽管年初至今英伟达的股价已飙涨超110%，市值超过2.6万亿美元，但华尔街分析师们押注，在人工智能带来的强劲需求下，英伟达股价还将持续飙升。</strong></p><p>长城证券指出，英伟达对AI发展及自身业绩的积极预期，将带动市场对算力产业发展的信心。国内AI算力产业链核心企业也将加快产品布局与建设步伐，以光模块、PCB、连接器等核心部件厂商或将借力英伟达的服务器产品升级创新与AI建设布局，加快自身技术发展及业绩提升，长期受益于行业发展。</p><p>天风证券表示，前期受市场风格、英伟达财报预期的压制，算力板块连续调整，但此次英伟达财报超出市场预期，叠加市场风格有望回归，AI算力有望迎来走强，展望后续3—6个月，二季度业绩有望在市场中持续表现优异，产业端从光模块到GPU到台积电有望都能陆续得到验证，置信度提升后，有望推动AI算力个股往2025年业绩估值切换。</p></body></html>","source":"cszg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=https://mp.weixin.qq.com/s/tkp7KXzrFHyAec2-SaDRFA><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亿万富豪、特斯拉CEO马斯克又传出新消息！这个周末，马斯克计划推出xAI超级计算机的消息，在人工智能行业引发大量关注。有科技媒体透露，马斯克的人工智能初创公司xAI，正计划建造一台超级计算机，为下一代人工智能聊天机器人Grok提供动力。马斯克表示，希望在2025年秋天之前让这台超级计算机运行起来，并补充说，xAI可能会与甲骨文合作开发这台超级计算机。那么，马斯克的最新举动，会对AI行业带来多大的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/tkp7KXzrFHyAec2-SaDRFA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b098b6fd8448068c49f55fe658ecad1d","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/tkp7KXzrFHyAec2-SaDRFA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188826546","content_text":"亿万富豪、特斯拉CEO马斯克又传出新消息！这个周末，马斯克计划推出xAI超级计算机的消息，在人工智能行业引发大量关注。有科技媒体透露，马斯克的人工智能初创公司xAI，正计划建造一台超级计算机，为下一代人工智能聊天机器人Grok提供动力。马斯克表示，希望在2025年秋天之前让这台超级计算机运行起来，并补充说，xAI可能会与甲骨文合作开发这台超级计算机。那么，马斯克的最新举动，会对AI行业带来多大的影响呢？超级计算机当地时间周六，硅谷科技媒体The Information报道称，今年5月，马斯克在向投资者做演示时表示，xAI计划建造一台规格惊人的超级计算机，直言这将是一个“算力超级工厂”。马斯克希望这台超级计算机在2025年秋季之前投入运行，他将亲自负责按时交付。马斯克补充称，可能会与甲骨文合作开发这台庞大的计算机。预计完成后，连接在一起的芯片组将是当今最大GPU集群的4倍，例如Meta Platforms为训练其AI模型而构建的GPU集群。自2022年OpenAI的生成式人工智能工具ChatGPT问世以来，该技术一直是科技巨头微软和谷歌、Meta以及Anthropic和Stability AI等初创企业之间激烈竞争的领域。马斯克是世界上为数不多的有足够财力在人工智能领域与OpenAI、谷歌或Meta竞争的投资者之一，他去年创立了xAI。当前，xAI正在开发一款名为Grok的聊天机器人，它可以实时访问社交媒体平台X。马斯克曾公开表示，xAI将需要多达10万个GPU来训练和运行其下一版本的Grok。为了让聊天机器人更智能，马斯克最近告诉投资者，xAI计划将所有这些芯片串联成一台超级计算机，或者说是“算力超级工厂”。报道称，xAI可能会与甲骨文合作开发这台超级计算机。本月中旬曾有消息称，xAI接近与甲骨文达成一项持续多年、价值“百亿美元”的云算力供应协议，一度推高甲骨文股价。目前，xAI已经从甲骨文租用了大约1.6万台H100芯片服务器，也是甲骨文此类芯片最大客户。xAI估值240亿美元据彭博社消息，知情人士透露，马斯克的人工智能初创公司xAI计划于6月完成一轮融资，包括其最近涌入的现金在内，该公司的估值可能超过240亿美元。xAI原定于5月早些时候完成约60亿美元的融资，但自去年以来一直在进行的交易仍未完成。上述知情人士表示，最近，该公司一直在寻求高达65亿美元的资金，并计划在未来几周内更接近这一目标。根据此前报道，xAI是OpenAI的竞争对手，该公司已通过一份宣传材料向众多硅谷投资者进行推销，宣传材料吹捧了马斯克在特斯拉公司和SpaceX的业绩。宣传材料还指出，xAI及其聊天机器人Grok将能够利用马斯克社交平台X的高质量数据。获取数据对于构建大型语言模型至关重要，而大型语言模型是人工智能聊天机器人的驱动技术，xAI旨在与OpenAI等其他资金雄厚的企业展开竞争。当地时间5月23日，马斯克在巴黎举行的欧洲科技创新展览会（Viva）上接受远程采访时谈到了xAI“尽可能寻求真相”的目标。他批评谷歌和OpenAI开发的其他人工智能模型“迎合”政治正确性。他补充道，xAI的另一个目标是“努力成为最有趣的人工智能。”马斯克还表示，xAI是一家新公司，因此Grok仍有许多工作要做，才能拥有与谷歌Deepmind和OpenAI相抗衡的人工智能，也许在今年年底就能做到这一点。在被问及创建xAI的原因时，马斯克表达了对当前AI研究缺乏追求最大真相的担忧，认为“对AI来说最安全的事情就是最大限度地寻求真相”，并强调了xAI将致力于此目标，力求建立一个有益于人类的AI，避免训练出“超级智能撒谎者”，他反复强调：“诚实才是上策”。马斯克还表示，xAI正致力于此，承诺“始终发布一个超越当前开放源码模型的模型”，以提高透明度和促进健康的竞争。哪些公司将受益？今年早些时候，马斯克表示，训练Grok 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