Google has released digital humans; by inputting a script and selecting a digital human, you can generate an AI digital human. Currently, the supported languages are limited (Chinese is not supported), and the digital humans only support 12 built-in languages. Test address: vids .new

There are rumors that OpenAI and Google are likely to launch their own "AI native" browsers. Why are big companies focusing on browsers? The reason is quite simple: if you control the main application that people rely on every day on their computers, it's like occupying a strategic position. Through the browser, they can more easily promote AI products, conveniently collect user data, and create a user experience that is highly automated and particularly user-friendly. Once these AI browsers become a reality, a large number of startups that rely on plugins or extensions to provide AI functionalities may be directly eliminated.

Deutsche Bank warns: Unless technology investment grows "exponentially," the AI boom will be hard to sustain, and "the likelihood of this is very low" Author: Jim Edwards Deutsche Bank released a research report this morning stating that the current AI (Artificial Intelligence) boom is not sustainable because investment in the technology sector cannot continue to grow "exponentially" (parabolic). Currently, capital expenditures (capex) related to AI are enormous, even becoming one of the key drivers preventing the U.S. economy from falling into recession. Meanwhile, Bain & Co. also released a report stating that by 2030, there will be an annual revenue gap of $800 billion globally to support AI computing capabilities. This year, half of the gains in the S&P 500 index can be attributed to technology stocks. Recently, Nvidia just announced a $100 billion investment in OpenAI, but two subsequent analysis reports warned about the current AI boom, suggesting that this explosive scenario is difficult to maintain in the long term. Deutsche Bank analyst George Saravelos stated in a report to clients: "Literally, what is currently supporting the U.S. economy are these AI machines. Without these technology-related investments, the U.S. could have fallen into recession or be on the brink of recession this year." Bain & Co. pointed out in its newly released "Annual Global Technology Report" that the revenue generated in the AI sector is far from sufficient to meet its growing computing power demands. The report states: "By 2030, to meet the computing needs of the AI sector, the world will need an additional $2 trillion in revenue sources each year. However, even considering the cost savings brought by AI, there is still an $800 billion funding gap globally." This year, the strong performance of U.S. stocks has almost entirely relied on a few leading technology companies known as the "Magnificent 7". These companies are investing heavily in building AI computing power while also generating significant revenue by providing AI computing power to other companies, thus driving up their stock prices. However, Wall Street institutions have not reached a consensus on the long-term development prospects of AI. This morning, Goldman Sachs released a more optimistic study. Goldman Sachs analysts Manuel Abecasis and others stated in a report to clients: "We expect that in the coming years, the productivity gains brought by AI will significantly boost GDP, contributing about 0.4% growth each year. As AI technology becomes widely adopted, cumulative growth is expected to reach 1.5%. Once AI is widely applied, businesses and employees will be able to create more output with the same input, thereby enhancing overall factor productivity." Regarding the specific amount of funds spent by hyperscalers to build data centers and power infrastructure, estimates from various institutions vary. Goldman Sachs estimates that as of August this year, capital expenditures in the AI sector have reached $368 billion. Regardless of the actual figures, Deutsche Bank's Saravelos emphasized that such a massive scale of investment has begun to impact GDP. He pointed out: "It is no exaggeration to say that Nvidia, as the most critical equipment supplier in the AI capital investment cycle, is almost solely responsible for supporting U.S. economic growth. However, the bad news is that for the technology cycle to continue driving GDP growth, capital expenditures must continue to grow exponentially (parabolic). And the likelihood of this is very low." Saravelos also specifically reminded that the current sources of economic growth are not from AI itself, but from the factories and data centers built for AI infrastructure. Another Deutsche Bank analyst, Jim Reid, pointed out in another report this morning that the AI boom has begun to distort the stock market. He stated: "So far this year, the S&P 500 index has risen by 13.81%, but if we exclude the giant effect and calculate it with an equal-weighted index, the actual increase is only 7.65%. In other words, the market's rise is driven by these few leading companies." Torsten Sløk, chief economist at Apollo Management, agreed with this view: "Since 'Liberation Day,' the upward revision of the S&P 500 index's earnings expectations for 2026 has come entirely from these seven giant companies (see the chart below). Meanwhile, the overall earnings expectations for the remaining 493 companies have remained sluggish, with no signs of significant improvement." Sløk warned: "The concentration of stocks in the S&P 500 index has become extreme, and stock market investors have a severely oversized risk exposure to the AI concept."