Meta、Google等科技巨头面临AI算力自用与出售分配问题
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The narrative of AI "stealing jobs" is cooling down, and tech giant CEOs are collectively turning optimistic.
According to BlockBeats, on July 6th, executives from several tech companies recently adjusted their statements regarding the impact of AI on employment, shifting from emphasizing that "AI will massively replace jobs" to believing that AI is more about improving productivity and creating new jobs. OpenAI CEO Sam Altman stated that the industry previously underestimated the role of humans in AI systems; Anthropic CEO Dario Amodei said that AI could either drive layoffs or help companies accomplish more without increasing staff, the outcome depending on management decisions. A recent survey by EY-Parthenon shows that the proportion of executives who believe AI investment will lead to large-scale layoffs has decreased from 46% in January 2025 to 20% in May 2026. A joint study by Ramp and Revelio Labs shows that companies investing heavily in AI are experiencing approximately 10% higher employee growth rates than their counterparts that haven't invested in AI. Despite Meta CEO Mark Zuckerberg and Amazon CEO Andy Jassy both stating that AI has the potential to create more jobs, both companies have continued to streamline their organizations this year, raising questions about the corporate AI narrative. A survey by technology consulting firm Emergn shows that approximately 20% of US business managers report that internal AI project reports exaggerate achievements and downplay problems. Industry insiders believe that the commercialization of AI is slower than market expectations, and the application effects vary significantly across different industries and scenarios. --------------------------------- Click the original link below to join Beating's AI news channel on Feishu, monitoring global AI hotspots and news 24/7.
Polymarket has a new post titled "Will the US government revoke public access to another major AI model?"
According to PPP forecasting market monitoring, Polymarket has added a new question: "Will the US government revoke public access to another major AI model?", with a current probability of 33%. The settlement rules are as follows: If the US federal government passes relevant legislation, issues an executive order, implements export controls, or takes any other measures that substantially restrict public access to a major AI model by the end of 2026, the market result will be "Yes". Otherwise, the market result will be "No". A "qualifying action" refers to a formal measure taken by the US government that is equivalent to a complete ban on public access to an AI model within the US. Furthermore, the settlement rules emphasize that regardless of the true purpose or nominal goal of the action, if an action actually prevents the public from accessing the model within the US—for example, prohibiting the model from being provided to foreign citizens or governments—it qualifies as long as the general public cannot access the model through regular channels within the US. Simply excluding access to the model from a single channel is insufficient. Removals that fall under public access rights and are not caused by any formal action by the US government are not eligible. "Mainstream AI models" refer to flagship, general-purpose large language models or multimodal foundational models developed by one of the following companies: OpenAI, Anthropic, Google (including Google DeepMind), Meta, xAI, Microsoft, Amazon, Mistral AI, DeepSeek, Alibaba, ByteDance, Moonshot AI, and Zhipu AI (Z.ai). Models designed for specific tasks, or those that are outdated and used only for research or preview purposes, do not meet this criterion. This action can target a single model or a group of models, as long as at least one significant AI model is consequently banned from public access within the United States. Temporarily banning public access to a model qualifies as this action. However, if an action has been implemented or a relevant resolution has been issued, but the model remains publicly accessible until the resolution takes effect, then this action does not qualify as this action. Information for this market comes from official information and announcements from the US government and relevant AI companies. However, consensus may also be formed by referring to reliable reports. Odaily Seer continuously focuses on the prediction market, seeing changes before pricing.
AI-related stocks generally fell in pre-market trading in the US, with MU down more than 5.43%.
According to data from Odaily Odaily, AI concept stocks generally fell in pre-market trading in the US, with MRVL down more than 4.73%, MU down more than 5.43%, AVGO down 1.92%, and NVIDIA down 1.47%. MSX is a leading RWA trading platform that has listed hundreds of RWA tokens, including popular US stock and ETF tokens such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
US pre-market news highlights: EDA giants focus on AI chip design; SpaceX officially included in the Nasdaq 100 index; Analysts say AI computing power demand is far from peaking.
Mars Finance reports the following key financial news from the US stock market that investors should pay attention to: 1. US stock index futures showed mixed results. Dow Jones futures rose 0.29%, S&P 500 futures fell 0.15%, and Nasdaq 100 futures fell 0.94%. 2. International oil prices rose slightly. WTI crude oil futures rose 0.61% to $68.967 per barrel; Brent crude oil futures rose 0.74% to $72.526 per barrel. 3. International gold and silver spot prices fluctuated narrowly. Spot gold rose 0.03% to $4166.01 per ounce; spot silver fell 0.64% to $61.62 per ounce. 4. European stock indices all fell. The UK FTSE 100 rose 0.47%, the French CAC 40 rose 0.20%, and the German DAX 30 fell 0.63%. 5. EDA giant Synopsys informed more than 10 chip manufacturers, including Samsung Electronics and SK Hynix, in April and May that it would "suspend" some of its wafer fab manufacturing analysis software, shifting resources to the more profitable AI chip design business. 6. SpaceX, owned by Elon Musk, was officially included in the Nasdaq 100 index today, becoming the first company in the index with a space business at its core. JPMorgan Chase estimates its weight in the index at approximately 1.3%. Wall Street generally gave it an "initial bullish" rating, with a target price as high as $800. 7. Google invested over €400 million in Proxima Fusion, a European nuclear fusion "unicorn" company, with the aim of building a commercial fusion power plant by the 2030s. 8. Anthropic announced a 20-year AI data center lease agreement with AI data center operator TeraWulf. The project has a capacity of approximately 401 megawatts and is expected to be operational in the second half of 2027, reaching full capacity in early 2028. 9. A recent report from semiconductor research firm SemiAnalysis indicates that AI computing power demand is far from peaking. The firm predicts that Meta computing power procurement will accelerate, and capital expenditure may increase significantly next year. 10. Walmart and its Sam's Club announced price reductions on thousands of popular summer items and everyday essentials across the United States. 11. Microsoft raised its Microsoft 365 Enterprise subscription fee earlier this month, with increases ranging from 8% to 33%. Personal and Education versions are currently unaffected. (Cailian Press)
Storage stocks generally fell in pre-market trading in the US, with MU down more than 5%.
According to data from Odaily Odaily, storage concept stocks generally fell in pre-market trading in the US, with MRVL down more than 4%, MU down more than 5%, AVGO down 1.92%, NVIDIA down 0.8%, and AVGO down 1.85%. MSX is a leading RWA trading platform that has listed hundreds of RWA tokens, including popular US stock and ETF tokens such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
Each version brings a new meta; ANSEM's market capitalization surpasses that of Trump.
BlockBeats reports on July 7th that the launch of Trump's namesake meme coin, Trump, in January of last year seemed to mark the end of an era. A year and a half later, crypto KOL Ansem appears poised to "make memes great again" single-handedly. According to GMGN data, as of press time, the circulating market capitalization of ANSEM tokens is $417 million, surpassing Trump's $395.8 million. It should be noted that 65% of ANSEM tokens were originally allocated to Ansem himself, but this portion was not locked. Ansem has been continuously using this share for airdrops and community incentives. Therefore, this 65% share is not considered locked. Currently, after several rounds of distribution, Ansem's share has decreased to 58.43%. BlockBeats Note: Meme coin trading is highly volatile, heavily reliant on market sentiment and hype, and lacks real value or use cases. Investors should be aware of the risks.