Workflow
财富FORTUNE
icon
Search documents
这家没赚钱的AI电力公司,市值竟高达160亿美元
财富FORTUNE· 2025-10-15 13:06
这家电力公司宣称,要打造一个整合核能、太阳能和燃气发电的"超级电网",为得克萨斯州狭地地区的 几座大型数据中心园区供电,其最终发电量可满足相当于800万户家庭的用电需求。此次大获成功的 IPO也明,投资者对AI热潮的追捧还远未降温。 Fermi公司的总部位于阿马里洛。该公司坦承,它的成功得益于特朗普政府的政策。该公司的幕后大佬 是特朗普政府的前能源部长,另一位CEO的父亲是一位退休的共和党籍议员。Fermi公司也得到了白宫 的支持,它甚至将其园区命名为"特朗普总统先进能源与智能园区"。该项止的野心并不亚于OpenAI与 甲骨文合作发起的"星际之门"项目——"星际之门"的园区位于得克萨斯州的阿比林市附近,两地相距差 不多有300英里。 "在拜登政府执政期间,我们绝无可能打造这样一个大型的燃气发电AI园区。因为拜登政府只顾着发展 可再生能源。很显然,正是美国政府领导层的更换,才让这个项目的落地成为了可能。" Fermi联合创 始人、CEO托比・纽格鲍尔说。他的父亲兰迪・纽格鲍尔是一名退休的共和党籍议员。 纽格鲍尔指出,AI浪潮的兴起,特朗普的上台,以及公司的政商人脉,使得该公司具备了得天独厚的 优势来建设该电厂。 ...
杰夫·贝佐斯:压力并非来自努力工作,而是由于回避这类问题
财富FORTUNE· 2025-10-14 13:07
许多心理健康专家建议采用问题聚焦型应对技巧来管理职场压力。这些方法包括识别具体压力源、将复 杂问题分解为可操作的步骤,以及采取具体行动而非反复沉溺于困境思考。这种应对方式并不意味着忽 视情绪,而是如贝佐斯所建议的那样,将情绪能量引导至建设性的行动之中。(财富中文网) 2022年8月30日,伦敦莱斯特广场,杰夫·贝佐斯出席《指环王:力量之戒》全球首映礼。图片来源:Samir Hussein— WireImage/Getty Images 亚马逊(Amazon)创始人杰 夫·贝 佐斯 对职场压力提出了一种反直觉的见解:压力并非源于努力工作 本身,而是来自回避那些明知需要解决的问题。在2001年的一次访谈中,贝佐斯表示:"压力主要来自 对力所能及之事未能采取行动。" 这位亚马逊创始人将这一逻辑延伸至求职领域,对比了主动与被动应对失业的方式。"如果你处于失业 状态,但采取系统化的应对方式,如参加一系列面试等,并努力改善处境,你的压力将远低于那些只会 焦虑却不采取行动的人。" 关于压力管理的研究 贝佐斯的见解与心理学领域既有的应对策略研究不谋而合。研究表明,相较于单纯管理情绪的情感聚焦 型应对方式,采取直接行动应对压力 ...
美股牛市显露疲态,投资者开始担忧人工智能热潮的负面影响
财富FORTUNE· 2025-10-14 13:07
牛市刚迎来三周年纪念,华尔街顶级分析师们却开始提出此前难以想象的质疑:推动这场大涨行情的强 劲动力——人工智能,实际上是否反而会拖累美国经济增长?普遍的共识是,人工智能必将带来生产力 的巨大飞跃,正是这种预期推动数千亿美元交易,掀起一场19世纪风格(或20世纪90年代末风格)的基 础设施建设热潮。这引发了人们对泡沫形成的担忧,连杰夫·贝佐斯(Jeff Bezos)近期也表示:"这某种 程度上是基础设施泡沫",并非纯粹由金融投机驱动,其效益将持续多年甚至数代人。 美国银行全球研究部高级美国经济学家阿迪蒂亚·巴夫(Aditya Bhave)表示:"似乎无论走到哪里,都 绕不开人工智能话题。"其团队在上周五讨论了这一话题。他们表示:"人工智能是当下人人热议的话 题。" 据巴夫团队透露,在美国银行与客户的讨论中,"最常讨论的话题之一是人工智能及其对增长、生产力 和劳动力市场的影响"。他们得出的结论是,目前并无证据表明人工智能的应用引发了失业潮,尤其是 在白领领域。"至少到目前为止,人工智能推动生产力提升的说法似乎更站得住脚。"但摩根士丹利财富 管理部门的丽莎·沙利特(Lisa Shalett)和瑞银(UBS)的保罗· ...
若美股AI泡沫破裂,中国市场能否独善其身?
财富FORTUNE· 2025-10-14 13:07
图片来源:视觉中国 天价订单、巨额债务、循环交易,美股AI市场狂热潜伏的危机,正引起全球投资者的警觉。 在连续多日暴涨后,10月7日美股开盘,甲骨文一度大跌逾7%,因媒体报道称其云利润率逊色,引发美 股AI泡沫争议再起。回想本世纪初美股互联网泡沫的破裂,其实质上揭示了一个残酷现实:大多数网 络公司无法用实际业务表现支撑其估值。当时,企业的价值衡量标准从现金流、盈利能力等传统指标, 转向了网站流量和增长数据。如今人工智能企业正面临相似考验——尽管美国AI投资已达历史性高 度,收入缺口却依然巨大。 科技作家埃德·齐特伦近期指出,微软、Meta、特斯拉、亚马逊和谷歌过去两年在AI基础设施领域投入 约5600亿美元,但获得的AI相关收入总额仅350亿美元。不难想象,如果OpenAI的资本投入回报未如理 想,那么甲骨文等美国科技巨头的高估值或将面临重塑。 在中美两国AI各自独立发展之际,如果美股AI泡沫破裂,中国市场能否走出独立行情? 美股AI板块暴露"风险共同体"隐患 今年9月,甲骨文股价一度单日飙升超40%,创下1992年以来最大单日涨幅,公司创始人拉里·埃里森财 富也一度超越特斯拉CEO马斯克成为全球首富。这家曾 ...
毕马威:世界对AI的看法已转变
财富FORTUNE· 2025-10-14 13:07
Core Insights - The article discusses the rapid adoption of AI in major U.S. companies, highlighting a significant increase in the deployment of AI agents from 11% to 42% within six months, indicating a fourfold growth [2] - There has been a fundamental shift in perception towards AI, with resistance dropping from 47% to 21%, and over half of employees now accepting or actively engaging with AI tools [2][3] - The relationship between human employees and AI is evolving, with AI being compared to a "toddler" that requires human guidance and supervision, emphasizing the need for human-AI collaboration [4][5] Group 1: AI Adoption and Perception - The deployment of AI agents in companies has surged, with 42% of firms now utilizing them, up from 11% [2] - The perception of AI has shifted from fear to acceptance, with only 21% of employees expressing resistance compared to 47% previously [2] - The technology departments are leading the adoption, with 95% of them using AI to enhance efficiency [2] Group 2: Human-AI Collaboration - AI is not yet capable of fully replacing human employees, necessitating a "human in the loop" approach for effective collaboration [3][4] - Employees view AI as an empowering tool rather than a replacement, fostering a sense of security due to the need for human oversight [4][5] - The skills required in the AI era include critical thinking, questioning ability, and adaptability, which are becoming increasingly important [4] Group 3: Measuring AI Impact - Traditional business metrics are inadequate for capturing the transformative impact of AI, with 78% of leaders acknowledging that conventional KPIs fail to reflect AI's value [6] - Many AI projects have not met expected ROI, indicating a need for new metrics to evaluate AI effectiveness [6] - Companies are now focusing on productivity (97%), profitability (94%), and quality improvement (91%) as key indicators of AI's impact [6] Group 4: Workplace Transformation - The workplace culture is evolving due to AI, requiring entry-level employees to develop higher levels of skepticism, critical thinking, and adaptive reasoning [7] - There is a trend among 56% of leaders to adjust recruitment strategies for entry-level positions to reduce repetitive tasks and increase critical work [8] - The younger generation, accustomed to digital technology, may need to cultivate more skepticism towards AI due to its early-stage development [7]
美国政府停摆,1.8万亿美元赤字浮出水面
财富FORTUNE· 2025-10-13 13:21
位于华盛顿特区的知名无党派预算监督机构联邦预算问责委员会(Committee for a Resp onsible Federal Budget,CRFB)对近期政府停摆行为进行了严厉批评 ,称其"毫无意义且浪费公帑",同时披露2025财 年联邦赤字高达1.8万亿美元,数额惊人。据国会预算办公室(Congressional Budget Office,CBO)在 《月度预算评估》中报告所述 ,这一财政缺口反映了在政治僵局背景下对国家财政路径的持续担忧。 值此消息披露之际, 美国总统唐纳德·特朗普正鼓吹以快速经济增长和关税驱动刺激计划,作为解决美 国37.8万亿美元债务(且仍在持续膨胀)的方案,而多数经济学家警告称,这些关税实际上相当于对消 费者或资本征税。 联邦预算问责委员会主席玛雅·麦吉尼亚斯表示,政府本财年预估借款规模虽未增长,但这正是令人担 忧之处。"尽管赤字较去年没有上升,但也未下降,而且我们仍在过度举债。美国的国家债务规模已与 整体经济规模相当,并且债务的经济占比将很快超过二战后创下的历史最高纪录。"麦吉尼亚斯指出, 美国未来十年年均借款额预计将接近2万亿美元。"谁会认为这种状况是可以持续的呢?" ...
NASA太空垃圾坠入美国乡村民居,居民受惊
财富FORTUNE· 2025-10-13 13:21
Core Points - NASA's scientific balloon facility launched a large research device that unexpectedly landed in Texas, causing local residents to witness the event firsthand [2][3] - The device, which is the size of a sports utility vehicle, was equipped with a telescope to collect data on stars, galaxies, and black holes [3][4] - The incident occurred during a government shutdown, which affected communication with NASA officials [2] Summary by Sections - **Incident Description** - A large square research device, approximately the size of a sports utility vehicle, was seen descending with a giant parachute in Texas [2] - The parachute had a diameter of at least 30 feet (about 9.1 meters) [2] - **NASA's Involvement** - The device was launched from Sumner, New Mexico, about 140 miles (approximately 225 kilometers) from where it landed [2] - NASA's Columbia Scientific Balloon Facility is responsible for launching these high-altitude balloons for scientific experiments [2][3] - **Local Reaction** - Local resident Ann Walter expressed her astonishment at witnessing the event and described it as a surreal experience [5] - The device was eventually recovered by researchers using trucks and trailers [4]
《财富》人工智能头脑风暴线上研讨会
财富FORTUNE· 2025-10-13 13:21
2025 年 11 月 13 日 ,《财富》(Fortune)即将举办一场主题为"人工智能在工作场景的应用:重构商 业与人才战略"的线上研讨会。 快速发展的生成式人工智能不仅是一场技术革命——更是一股重塑商业模式、重新定义人才战略的变革 力量。对于正在探索这一新格局的组织而言,成功是否取决于人工智能与人类专业知识的无缝融合?本 场会议将分享亚太地区领先企业的洞见,并探讨人工智能与人类专业知识的结合如何推动创新、提升效 率,并打造更具韧性和适应力的劳动力队伍。 主题: 人工智能在工作场景的应用:重构商业与人才战略(与埃森哲联合呈现) 时间: 2025年11月13日(星期四)上午11:00 – 中午12:00(新加坡时间SGT) 演讲嘉宾阵容: Will Brown,渣打银行人力资源总监 Gastón Carrión,埃森哲董事总经理、人才与组织亚太区主管 Rowena Yeo,强生公司首席技术官兼技术服务副总裁 Connie Zheng,南澳大学UniSA商学院人力资源管理副教授 讨论主持人: Nicholas Gordon,《财富》亚洲版(Fortune Asia)编辑 Gaston Carrion 埃森哲 ...
2025年《财富》亚洲最具影响力的商界女性
财富FORTUNE· 2025-10-13 13:21
《财富》亚洲最具影响力的商界女性榜单(MPW Asia)是亚洲女性商业领袖的权威排名,今年的榜单 聚焦100位善用区域与全球经济动荡创造商业机遇的领导者。入选者由《财富》编辑团队依据其可量化 的影响力、战略布局以及未来塑造力甄选而出,涵盖影响力跨国及跨行业的创始人、首席执行官以及其 他高管。逾三分之一入选者来自《财富》世界500强、中国500强及东南亚500强企业,辐射东南亚、大 中华区、印度、日本、韩国及澳大利亚的14个市场。本年度榜单还特别呈现12位非商界杰出女性——她 们以卓越的公共领导力和文化影响力正在重塑当今亚洲的权力版图。 在2025年《财富》亚洲最具影响力的商界女性榜单中,来自金融与科技领域的高管位居前列。随着人工 智能热潮的兴起和资本流向的变化,亚洲女性高管正在迎来前所未有的机遇。 今年《财富》评选出的亚洲最具影响力的商界女性当中,东南亚最大银行星展集团的首席执行官陈淑珊 位列榜首。她于今年3月正式执掌该银行。自上任以来,陈淑珊面临贸易战重燃以及加密货币等另类金 融产品卷土重来的挑战。 她在最新一期《财富》杂志中表示:"我对同事们说,今年将是跌宕起伏的一年,大家最好系好安全 带。" 中国科技制 ...
英伟达对OpenAI千亿美元投资引发“循环交易”质疑
财富FORTUNE· 2025-10-12 13:07
Core Viewpoint - Nvidia's recent $100 billion investment in OpenAI raises concerns about a potential financial bubble in the AI sector, as the valuation of companies in this field may not align with their actual revenue and profit calculations [2][9] Investment Network Complexity - Nvidia has established a complex investment network, notably with OpenAI and Coreweave, where investments lead to mutual benefits, creating a cycle of funding and procurement that obscures the true flow of capital [3][5] - Nvidia's investments allow companies like OpenAI and Coreweave to secure financing at rates comparable to established firms like Microsoft, significantly lower than what startups typically face [5][8] Financial Transactions and Implications - Nvidia has committed to purchasing cloud computing resources from Coreweave, with total expenditures reaching approximately $75 billion for GPUs, indicating a strategy where investments are recouped through sales [6][8] - The company has also engaged in similar agreements with other cloud firms, further entrenching its position in the AI infrastructure market [6][8] Concerns Over Valuation Bubble - Analysts express concerns that Nvidia's financing practices resemble those seen during past tech bubbles, where companies provided loans to customers, leading to inflated valuations and eventual market corrections [9][10] - The rental agreements with OpenAI allow the latter to avoid high depreciation costs, placing the burden on Nvidia, which could lead to inventory issues if demand does not meet expectations [9][10] Historical Parallels - The current situation draws parallels to the dot-com bubble, where excessive financing led to unsustainable growth and significant market corrections, raising alarms about Nvidia's current investment strategies [10][11]