微软、谷歌和亚马逊等公司的AI数据中心用水量预计将迅速增加,而间接用水量往往未被报告。
芝加哥错过了科技热潮,量子计算为其带来第二次机会
伊利诺伊州正押注一项前景光明但商业上未经证实的技术——量子计算。伊利诺伊量子与微电子园区将成为全球最大的量子计算基地之一。
How long will AI mania last?
The AI industry is hoovering up capital and transforming financial markets in the process. Mammoth listings from SpaceX, Anthropic and OpenAI could add as much as $4trn to the value of America’s listed firms by the end of the year. Existing AI stocks have already powered an enormous stock-market boom and the industry is issuing increasing amounts of debt. The euphoria is probably pushing up interest rates, too.But it remains unclear exactly how much and how quickly AI will transform the economy—and who will win and lose when it does. Financial risks are building as investors make huge bets on an uncertain future. If the technology realises its potential, will those bets pay off? If it doesn’t, what would the fallout look like? Henry Curr, Mike Bird and Josh Roberts, three of The Economist’s economics and markets experts, take stock of tech stocks and consider what could go wrong.
Google Investing in ‘Backrooms’ Studio A24
Search giant is putting about $75 million into the film company as part of an artificial-intelligence research partnership
AI将亚洲市场分化为赢家和输家,但这种格局恐难持久
韩国、台湾和日本成为上半年亚洲表现最好的三大市场。而香港恒生科技指数在前六个月累计重挫19%,原因是投资者纷纷从中国互联网股票中撤资。
The $13 Billion AI Startup Betting on Cheaper Alternatives to OpenAI, Anthropic
Baseten, part of a growing Silicon Valley ecosystem offering services to enable low-cost AI models, is raising $1.5 billion in a new round
Donald Trump’s AI regime is opaque, unpredictable—and unsustainable
America’s government has begun restricting access to advanced AI models from OpenAI and Anthropic, marking a shift from libertarian to interventionist policy. | Business
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