Fortune | FORTUNE 2024年10月09日
Drill, maybe, drill
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本周科技新闻热点不断,从AI领域传来喜讯,两位人工智能先驱 Geoffrey Hinton 和 John Hopfield 荣获诺贝尔物理学奖。与此同时,特斯拉隧道在拉斯维加斯却遭遇“入侵”问题,吸引了不少游客前来“打卡”。此外,Roblox 被指控数据造假,而 TikTok 则面临来自 13 个州检察长的集体诉讼。

👨‍🎓 **AI 获诺贝尔物理学奖:**两位人工智能先驱 Geoffrey Hinton 和 John Hopfield 共同获得了 2023 年诺贝尔物理学奖,他们的工作在人工神经网络的发展中做出了重大贡献。Hinton 因其在深度学习方面的贡献而闻名,而 Hopfield 则因其在神经网络模型方面的研究而被认可。尽管两位获奖者都没有发明人工神经网络,但他们的研究成果为如今的机器学习技术奠定了基础。

🚧 **特斯拉隧道成“网红打卡地”:**马斯克旗下的 Boring Company 在拉斯维加斯建造的地下隧道系统,吸引了众多游客前来“打卡”,但同时也面临着入侵问题。自 2022 年以来,至少发生了 67 起入侵事件,包括滑板爱好者进入隧道、行人进入隧道拍照,以及车辆尾随特斯拉进入隧道等。尽管该隧道系统尚未达到马斯克最初设想的超高速超级高铁目标,但它仍然吸引了公众的关注。

⚖️ **Roblox 被指控数据造假:**投资公司 Hindenburg Research 指控 Roblox 夸大了关键指标,包括用户数量和用户参与时间。Hindenburg 声称,Roblox 通过不透明的方式,例如使用虚假账号和机器人,夸大了其平台的日活跃用户数量。Roblox 还被指责夸大了用户参与时间,并被指控未能有效地保护儿童安全。Roblox 对此回应称,Hindenburg 的报告具有误导性,并带有个人目的。

📱 **TikTok 面临集体诉讼:**来自 13 个州的检察长对 TikTok 提起集体诉讼,指控该平台违反消费者保护法,故意针对年轻用户,并让他们沉迷于对健康有害的平台。诉讼要求 TikTok 进行产品更改并支付罚款。TikTok 表示,其在美国拥有 1.5 亿用户,其中绝大多数用户年龄在 35 岁以下。

📡 **Foxconn 与 Nvidia 合作建造 AI 超级计算机:**富士康将与英伟达合作,在台湾建造一台强大的 AI 超级计算机。该超级计算机将使用超过 4600 个英伟达最新的 Blackwell GPU,以及数千个 CPU,预计将提供 90 exaflops 的 AI 性能,成为台湾最快的超级计算机。Foxconn 计划将该超级计算机用于 AI 驱动的癌症研究、开发新的 LLM 以及智能城市创新等领域。

🎮 **游戏行业遇冷:**沙特阿拉伯主权财富基金减持任天堂股份,显示出即使是看涨投资者也无法逃脱游戏行业放缓的趋势。

🕵️ **亚马逊反垄断调查开始:**美国联邦贸易委员会 (FTC) 正式对亚马逊进行反垄断调查,以确定其在电子商务市场中的行为是否构成垄断。

🤖 **AI 影响广告创作:**未来,你看到的 Instagram 广告可能会由 AI 编辑。

🇬🇧 **英国成立“监管创新办公室”:**英国政府宣布成立“监管创新办公室”,旨在围绕监管进行创新。

🚀 **Anduril 赢得 2.5 亿美元五角大楼合同:**Anduril 赢得了一份价值 2.5 亿美元的五角大楼合同,用于拦截无人机。

It’s because of his never-boring Boring Company, which presently has a bit of a trespasser problem in Las Vegas. (Read more below from Fortune’s Jessica Mathews.) Only a few years ago Musk promised to alleviate traffic in notoriously clogged Los Angeles; today, he’s relocated to Texas and left a literal tunnel of broken promises. And I’m still stuck in, well, you know. —Andrew NuscaP.S. We goofed the other day by implying that Google did not pay for news in Canada. The company struck a deal with the federal government almost a year ago. Thanks to eagle-eyed reader Benoît for the catch. —Andrew NuscaWant to send thoughts or suggestions to Data Sheet? Drop a line here.And the Nobel goes to…AIProfessor David Haviland, a member of the Nobel Committee for Physics, during the announcement of the Nobel Prize in Physics at the Royal Swedish Academy of Sciences. (Photo: Steffen Trumpf/dpa/Getty Images)Two artificial intelligence pioneers have won a Nobel Prize.The prestigious honor goes to “godfather of AI” Geoffrey Hinton—you know, the one who dramatically quit Google last year so he could warn the world of AI’s risks—and to John Hopfield, whose work in the early 1980s helped lay the foundation for today’s machine learning technology.Both men significantly advanced the concept of the artificial neural network, though neither invented it as such.Hinton and Hopfield were awarded the Nobel physics prize, which has proven to be a controversial decision. There is no Nobel prize category that maps clearly to computer science.It is true that both Hinton and Hopfield’s work drew heavily on statistical physics, though it was also informed by other fields such as neurobiology and cognitive psychology.Some physicists are still irked, complaining that it should have gone to someone working in “proper physics” instead. One wonders what HAL 9000 would say about that. —David MeyerFoxconn hooks up with Nvidia to build an AI supercomputerFoxconn is famous for assembling Apple’s iPhones, but it may soon be known for its own technology marvel: a massive AI supercomputer, built in partnership with Nvidia, that it says will be the fastest in Taiwan.The Hon Hai Kaohsiung Super Computing Center, announced Tuesday, will boast more than 4,600 of Nvidia’s new, and super-scarce, Blackwell GPUs, as well as thousands of CPUs, delivering a promised 90 exaflops of AI performance (a feat Foxconn claims will eclipse anything else in Taiwan). Once this beast is operational–the first phase is due to be completed by mid-2025, with full deployment in 2026–Foxconn will use it for AI-driven cancer research, to develop new LLMs, and to focus on smart city innovations. Foxconn and Nvidia are also teaming up for a project in Mexico. The two companies announced that Foxconn will build the world’s largest factory for Nvidia’s GB200 chips in Guadalajara. ¡Orale! —Sharon GoldmanThe TikTok hits keep on comingTikTok is facing a new set of lawsuits from 13 states attorneys general, including New York, California, and Washington D.C. The suits accuse the popular video social media app of violating consumer protection laws by “intentionally” targeting young users and hooking them to a platform that is harmful to their health. (It’s worth noting that Meta was sued by four times as many state AGs almost exactly a year ago; the cases are pending.) The lawsuits seek product changes and financial penalties.As of last year, TikTok said it had 150 million users in the U.S., and studies have shown that a vast majority of those users are under 35 years old. While it is not public exactly how many of those users are under 18, a few years ago one-third of TikTok’s user base was reportedly under 14 years old. TikTok’s CEO said last year the platform’s average user was “well past college age.”At any rate, add these lawsuits to the pile of legal troubles facing TikTok, which is owned by China’s ByteDance. The platform has ongoing legal challenges from The Department of Justice, and it's fighting at the Supreme Court an executive order requiring ByteDance to sell it or be banned in the U.S. —Kali HaysElon Musk has tunnel intrudersElon Musk has a trespassing problem in the subterranean transit system that one of his companies, Boring Co., has built and operates under the Las Vegas Convention Center. A skateboarder got into a tunnel and had to be ejected. A pedestrian wandered around taking pictures. Then there are the cars that accidentally drive onto the transit system’s property by tailing close behind the Teslas that are used to chauffeur passengers underground.There have been at least 67 trespassing episodes since 2022, according to documents seen by Fortune, obtained via a Freedom of Information Act request. And, since the beginning of last year, 22 vehicles have followed the Teslas into the stations or tunnels. Musk’s first operational tunnel system—with its funky pink, blue, and green lighting—may not be the high-speed hyperloop he was raving about when he started the Las Vegas project. But it has still managed to capture the public’s attention—and that includes people who aren’t supposed to be in the tunnels, but end up in them anyway. —Jessica MathewsRoblox fudged its user data, investor saysHindenburg Research, a short-selling investment firm, has accused Roblox of inflating key metrics.In a new report disclosing a short position in Roblox, Hindenburg estimates the U.S. game developer inflated the number of users of its namesake gaming platform anywhere between 25% and 42% by not being transparent about the number of alternate accounts or bots contributing to its daily active users, or DAU. Roblox measures this distinction through a process called “de-alting,” former employees reportedly told Hindenburg. Roblox also inflated engagement hours by roughly 100%, the firm claims.In recent years Roblox—which turned 20 this year—has touted a growing user base while setting a lofty goal of 1 billion users. The company, which is publicly traded on Nasdaq, has told investors that it’s not profitable and might not be for a while. (In its most recent quarter, Roblox generated $893 million in revenue and a $206 million loss.)Hindenburg also calls Roblox a “hellscape” for children’s safety, pointing to a Bloomberg Businessweek investigation, published in July, detailing how leadership failed to curb child abuse on the platform. Roblox told the Wall Street Journal the Hindenburg report is misleading and motivated by an agenda. At some $40 per share, its stock is down 15% in the last two weeks. —Jenn BriceMore data—Amazon antitrust watch begins. There must be something in the water.—Anduril wins a $250 million Pentagon contract to intercept unmanned drones.—Saudi Arabia’s sovereign wealth fund cuts its Nintendo stake. Even bullish investors can’t escape the gaming slowdown.—The next Instagram ad you see may be edited by AI. So where’s the beef?—The UK is creating a "Regulatory Innovation Office." To innovate around all that, uh, regulation.Endstop triggered

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人工智能 诺贝尔奖 特斯拉 隧道 Roblox TikTok Foxconn Nvidia 游戏行业 亚马逊 反垄断
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