The new partnership with NVIDIA evolves the long-standing collaboration between the two companies. OpenAI has pledged to consume 2 gigawatts of training capacity on NVIDIA's Vera Rubin systems and an additional 3 gigawatts of computing resources, likely in the form of GPUs, to run specific AI inference tasks. In other words, NVIDIA is spending a lot of money on OpenAI and then OpenAI will turn around and spend a lot of money with NVIDIA. The ouroboros must feed.
Ultrahuman is expanding its health monitoring ecosystem with the launch of a new flagship smart ring and a "biointelligence AI" platform upgrade. The Ring Pro is Ultrahuman's third-generation smart ring, and promises up to 15 days of battery life before needing to recharge, alongside 250 days of on-device health history storage.
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这种行业分化加剧了市场的不确定性，也解释了近期 SaaS 股的大规模下跌。