OpenAI Makes Initial Breakthrough in Automated Research as the “AI Training AI” Paradigm Accelerates; Is Computing Power Still a Major Bottleneck for the Future?

① OpenAI published the article "Accelerating Research: An Inside View," publicly disclosing progress on RSI in the form of internal data for the first time; ② OpenAI expects to achieve a fully "automated AI researcher" by March 2028; ③ Team member Kevin Liu pointed out on social media: "RSI is likely to be the core driver of leaps in AI capabilities in the coming years."

cls.cn33minutes ago

Amazon, Meta Are Now Serious Competition to Uncle Sam: Big Tech's AI Debt Boom 'Driving' Treasury Yields Higher, Says Market Commentator

Combined bond issuance from Big Tech companies, including their special-purpose vehicles, is projected to surge to a record $320 billion this year, roughly 70% of total Treasury bond issuance. Big

Benzinga14:56

Key Takeaways from Brokerage Morning Meetings: The risk of rising U.S. Treasury yields persists; dividend stocks remain a preferred core holding.

Huatai Securities believes that the risk of rising U.S. Treasury yields has not been alleviated, and dividend-paying stocks remain a solid core holding choice. China Securities Co., Ltd. (CSC) argues that Snowflake validates software moats, while AI-driven long-form video enters an industrialization phase. CITIC Securities maintains that the electronics sector delivered strong performance in Q2, with AI demand driving price increases across the industry.

cls.cn08:36

What signals are emerging? Tech giants are aggressively iterating AI models to demonstrate their prowess, but users and experts are showing signs of aesthetic fatigue!

① Last week, tech giants accelerated their iteration cycles in a frenzy to maintain their leading position in the AI revolution; ② For users of AI models and services, this rapid iteration has also introduced complexity and confusion. To avoid falling behind, corporate CEOs and IT managers have had to devote substantial time and resources to comparing the pricing and capabilities of different products.

cls.cn08:01

Salesforce Stock Has Surged as AI and Anthropic Bets Pay Off, But Technical Risks Remain

Salesforce (NYSE:CRM) stock has staged a strong comeback in the past few months, moving from the year-to-date low of $144 to $260. This rally accelerated after the software giant published strong

Benzinga04:20

Orders booked through year-end and production lines operating on two shifts: Chip overheating drives liquid cooling into the "must-have" era

1. Current orders for liquid cooling equipment are generally scheduled through the end of this year, with the CDU segment experiencing the tightest capacity; 2. NVIDIA's Vera Rubin platform has established a fanless, all-liquid cooling architecture, raising the expected penetration rate of liquid cooling solutions in AI chips to 53%; 3. Domestic quick-connect fittings have entered the NVIDIA Rubin ecosystem, and orders for liquid cooling pumps and related equipment are beginning to materialize, although significant gaps remain compared to overseas counterparts in fluorinated fluids and microchannel cold plates.

cls.cnSep 6 19:13