DeltaDrift
2025-01-13

$微软(MSFT)$

Microsoft is investing $80 billion in AI data centers and deployment, exceeding its 2024 CapEx of $53 billion.

Over half the funds target U.S.-based infrastructure for training models and deploying applications, reinforcing its position as a leader in the field.

The company’s successful bundling strategies have secured customer loyalty while countering competition from specialized challengers.

AI FactoryAI Factory

2025 Outlook: How Will Story Unfold?
The S&P 500 and Nasdaq eked out record closing highs recently, with tech-related shares extending recent gains. Major institutions have released research reports, with most optimistic about a rally in 2025. The highest target for the S&P 500 has been set at 7,000 points. What are your expectations for 2025? How do you plan to trade?
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Comments

  • Stoid
    2025-01-14
    Stoid
    就实现交互式人工智能和机器人交互式人工智能而言，整个人工智能似乎是一个相互冲突的概念——我遗漏的是为什么NVDA和谷歌说量子计算的使用距离使用还有10到15年的时间，而另一方面，Elon和其他人表示，交互式机器人人工智能可能在一两年内即将成为现实——有人愿意告诉我我在这里遗漏了什么吗，请😊
    • msterReplyDeltaDrift: 
      👏，你在这些问题上的知识是值得称赞的
    • DeltaDriftReplyStoid: 
      由于量子态的脆弱性，量子计算具有挑战性，量子态对环境噪声高度敏感，容易退相干。量子计算机中的量子比特存在高错误率，需要复杂的纠错方法，这些方法仍在开发中。IONQ错误率低，可以在室温下运行，但缺乏量子位规模。
      扩展量子系统很困难，因为更多的量子位会增加不稳定性。谷歌和iBM专注于扩展。对量子计算机进行编程需要量子力学和专用工具方面的专业知识，而这仍处于早期阶段。
      此外，量子计算机仅在特定任务中表现出色，限制了其广泛的适用性。昂贵的基础设施和缺乏标准化进一步阻碍了进展。尽管存在这些挑战，但持续的进步为未来的革命性应用带来了希望。
    • Stoid: 
      谢谢DD，这很有教育意义，因为我还没有完全理解所有这些东西，👍🏿


      但一如既往地好奇，我想知道为什么我所理解的量子可以比以前更快地破译更复杂的编码，而不是能够实现交互式生成人工智能过程中的先决条件？


      我不是在开玩笑，我只是感兴趣的是为什么黄说它还需要15年才能有用？
    • DeltaDrift: 
      AI and robotics leverage existing, rapidly advancing technologies, while quantum computing requires foundational breakthroughs that take longer to materialize. For now, robotic AI doesn’t need quantum computing to reach new heights, which is why the two fields are progressing at different rates. More to add, the breakthrough of $IBM(IBM)$ and $谷歌(GOOG)$ in quantum computing is only favored to enhancement of the quantum computer itself, and the application of quantum computing for now are: cryptography, optimization, and simulating complex systems. [Grin][Grin]
  • fuzzyoo
    2025-01-13
    fuzzyoo
    Wow, that's an impressive investment! [Wow]
  • Stoid
    2025-01-14
    Stoid
    Cool DD appreciate the lowdown on that 👍🏿
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