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野村：AI数据中心非常赚钱，科技股下跌是被市场“错杀”了

华尔街见闻野村表示，市场将科技巨头负自由现金流误读为"AI不赚钱"，实为利润与现金流概念的根本性混淆。AWS利润率38.7%、Google Cloud同比暴增103%——云业务高歌猛进之际，负FCF不过是J曲线效应下的时间差。野村直言，股价若因此下挫，恰是长期投资者的入场良机。

· 融资,Google,基础设施,财报

人工智能大模型年度发展趋势报告 - 中国工业互联网研究院

Google News 中国大模型人工智能大模型年度发展趋势报告中国工业互联网研究院

· 大模型,Google,工业制造,招聘HR

美团发布LongCat-2.5大模型总参数量1.6万亿 - 观点网

Google News 中国大模型美团发布LongCat-2.5大模型总参数量1.6万亿观点网

· 大模型,Google,招聘HR,模型发布

为什么中国大模型便宜又好用？ - 新华网

Google News 中国大模型为什么中国大模型便宜又好用？新华网

· 大模型,Google,招聘HR

环比大增690％，MiniMax模型冲进全球AI大模型周Token调用榜第八！小米MiMo-V2.6-Flash跌出榜单 - 每日经济新闻

Google News 中国大模型环比大增690％，MiniMax模型冲进全球AI大模型周Token调用榜第八！小米MiMo-V2.6-Flash跌出榜单每日经济新闻

· 大模型,Google,小米,招聘HR,榜单评测

OpenRouter测算：中国大模型周调用量连续27周超美国 - 观点网

Google News 中国大模型OpenRouter测算：中国大模型周调用量连续27周超美国观点网

· 大模型,Google,招聘HR

图观中国| 激增1400倍的Token背后，中国大模型正在悄悄改变什么？ - 观察者网

Google News 中国大模型图观中国| 激增1400倍的Token背后，中国大模型正在悄悄改变什么？观察者网

· 大模型,Google,招聘HR

中国蓝观察丨开源大模型为何成了浙江金名片？ - 新蓝网

Google News 中国大模型中国蓝观察丨开源大模型为何成了浙江金名片？新蓝网

· 大模型,开源,Google,招聘HR

AI Models Can Understand And Improve Model Weights Through "Weight-Space Programming," Says MIT Research - OfficeChai

Google News LLMAI Models Can Understand And Improve Model Weights Through "Weight-Space Programming," Says MIT Research OfficeChai

· Google,招聘HR

Mississippi man says noise from data centre plant is 'torture.' But he won't sell his home to Musk's SpaceXSI - CBC

Google News LLMMississippi man says noise from data centre plant is 'torture.' But he won't sell his home to Musk's SpaceXSI CBC

· Google,招聘HR

Appraisal by AI: Model-driven victim prioritization in the VOLTA infostealer - Cisco Talos Blog

Google News LLMAppraisal by AI: Model-driven victim prioritization in the VOLTA infostealer Cisco Talos Blog

2026-10-31 12:00:12 · Google,招聘HR

KAIST Cuts AI Fine-Tuning Time to 3 Hours From 10 - Seoul Economic Daily

Google News LLMKAIST Cuts AI Fine-Tuning Time to 3 Hours From 10 Seoul Economic Daily

· Google,微调蒸馏,营销广告,招聘HR

Upstage AI Model Deployed on Government Administrative Network - Seoul Economic Daily

Google News LLMUpstage AI Model Deployed on Government Administrative Network Seoul Economic Daily

2026-11-03 00:33:35 · Google,营销广告,招聘HR

NO MORE DATA CENTERS NEEDED: Alicia Kali's Conscious Albert System WINS The AI Race - 24-7PressRelease.com

Google News LLMNO MORE DATA CENTERS NEEDED: Alicia Kali's Conscious Albert System WINS The AI Race 24-7PressRelease.com

2026-11-02 18:16:54 · Google,招聘HR

India’s Sovereign AI: 20 Models, 38,000 GPUs [2026] - https://tech-insider.org/

Google News LLMIndia’s Sovereign AI: 20 Models, 38,000 GPUs [2026] https://tech-insider.org/

· 算力芯片,Google,强化学习,招聘HR

Armundia Group CIO: How Banks Can Secure Customer Data While Using External LLMs - FF News

Google News LLMArmundia Group CIO: How Banks Can Secure Customer Data While Using External LLMs FF News

2026-11-02 20:53:32 · 大模型,Google,招聘HR

LLMJacking: Stolen Cloud Credentials Used to Run Up Bills of $100,000+ a Day, Mandiant Says - XenoSpectrum

Google News LLMLLMJacking: Stolen Cloud Credentials Used to Run Up Bills of $100,000+ a Day, Mandiant Says XenoSpectrum

· 大模型,Google,招聘HR

South Korea's Upstage Deploys Solar Pro 4 as Dedicated AI for Government Administrative Networks - BigGo Finance

Google News LLMSouth Korea's Upstage Deploys Solar Pro 4 as Dedicated AI for Government Administrative Networks BigGo Finance

· Google,招聘HR,开发者生态

Could hacked AI turn robots rogue? Here’s what a team of researchers found - CTV News

Google News LLMCould hacked AI turn robots rogue? Here’s what a team of researchers found CTV News

2026-11-02 23:25:36 · 具身智能,Google,图神经网络,招聘HR

How Diffusion Language Models Work — and Why They Can Be So Much Faster | by Ifeanyi Ogbuehi | Nov, 2026 - DataDrivenInvestor

Google News LLMHow Diffusion Language Models Work — and Why They Can Be So Much Faster | by Ifeanyi Ogbuehi | Nov, 2026 DataDrivenInvestor

2026-11-02 02:47:38 · Google,扩散模型,招聘HR

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