当前「AI 威胁就业」的论调，更多是基于技术趋势的预警，而非基于现实的既成事实，但这也绝非轻视 AI 长期影响的理由。 最近，「AI 让人类失业」的论调甚嚣尘上，给本就焦虑的打工人更蒙上了一层阴影。 Anthropic 的首席执行官 Dario Amodei 预测白领就业将面临一场「末日浩劫」，「AI 可能在未来五年内大规模取代入门级白领工作，失业率可能会飙升至 10% 到 20% 之间，尤其在法律、金融和咨询等行业。」 Goodwill 首席执行官表示，他正在为人工智能导致的 Z 世代失业潮做准备，还认为青年失业危机已经发生。 将同时影响多个行业，并且在未来一到两年内可能会加剧。」 Stability AI 联合创始人 Emad Mostaque 声称，明年将出现大规模失业。「AI 能够完成复杂的工作且不出错，这将导致许多工作面临被替代风险。失业问题 甚至前谷歌首个生成式 AI 团队创始人贾德・塔里菲 (Jad Tarifi) 表示，不断提升的人工智能能力可能很快就会让获得法律或医学高级学位变得毫无意义。 而耶鲁大学一篇名为《We Wont be Missed: Work and Growth in the ...

Core Insights - Benson Investment Management Company initiated a new equity stake in International Business Machines (IBM), acquiring shares valued at approximately $6.38 million, which represents 2.18% of the firm's 13F assets under management as of September 30, 2025 [1][3][8] Company Overview - International Business Machines is a global technology leader with a diverse portfolio that includes software, consulting, infrastructure, and financing solutions, focusing on hybrid cloud, artificial intelligence, and mission-critical IT services [5][4] - The company generates revenue through various channels, including licensing, subscription, consulting fees, infrastructure sales, and financing arrangements, serving large enterprises and institutional clients across multiple sectors [4][5] Financial Performance - As of October 9, 2025, IBM shares were priced at $288.23, reflecting a 23.02% increase over the past year, outperforming the S&P 500 by 12.53 percentage points [3] - IBM's revenue for the trailing twelve months (TTM) stands at $64.04 billion, with a net income of $5.83 billion and a dividend yield of 2.37% [3] Investment Implications - The new position in IBM could indicate a bullish sentiment from Benson Investment Management, especially as IBM has shown strong stock performance with approximately 20% gains year-to-date [9][11] - IBM's strategic focus on enterprise AI solutions positions it as a leader in the sector, with many new partnerships being developed across various industries [9][10]

Core Insights - IBM has partnered with Script Network as a Preferred Technology Partner to provide decentralized video infrastructure and cloud automation services to clients globally [1][2] - Script Network is the first company to offer blockchain-based video infrastructure solutions within IBM's Partner Plus ecosystem, enhancing IBM's AI and automation capabilities [2][3] - The global video infrastructure and cloud automation market is projected to exceed $750 billion by 2030, driven by a shift from centralized to decentralized systems [3] Company Overview - Script Network specializes in decentralized video infrastructure, offering blockchain-powered video streaming, storage, and automation solutions for both consumers and enterprises [6] - The partnership with IBM allows Script Network to leverage IBM's extensive enterprise client base and distribution channels, enhancing its market reach [4][5] Market Opportunity - The collaboration aims to provide tools for managing, distributing, and automating high-volume video and data workloads, targeting sectors such as telecommunications, media, finance, and government [3][4] - The partnership is expected to drive efficiency and cost control in a trillion-dollar industry, aligning with the demand for scalable and secure video services [3][5]

International Business Machines Corporation (NYSE:IBM) is one of the Trending AI Stocks on Wall Street’s Radar. On October 7, IBM leveraged its annual event for developers and technologists, TechXchange 2025, to unveil advancements across software and infrastructure that support productivity for developers, lines of business and infrastructure. The TechXchange event serves as a platform for IBM to unveil the latest advancements in agentic AI, hybrid cloud, quantum computing and intelligent infrastructure. ...

Core Insights - Proactive provides fast, accessible, and informative business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, mining, oil and gas, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

IBM (IBM) is expanding its enterprise artificial intelligence (AI) footprint through a strategic collaboration with S&P Global (SPGI), which embeds IBM's WatsonX Orchestrate agentic framework into S&P's offerings, starting with supply chain management solutions. The partnership tackles one of business's most formidable challenges: managing increasingly complex global supply chains. By combining IBM's AI capabilities with S&P Global's proprietary data and analytics, the companies are building AI-powered to ...

Core Insights - The Chinese government has set a clear roadmap for AI development, aiming for deep integration of AI in six key sectors by 2027, with over 70% application rate of new intelligent terminals and agents [2] - The implementation of AI in enterprises is still in its early stages, with significant challenges remaining, particularly in terms of understanding and readiness among leadership [3][4] - There is a notable gap in understanding AI's potential, with many companies equating AI solely with generative AI, neglecting the broader spectrum of AI technologies [4][5] Industry Challenges - Despite 85% of manufacturing companies in the Asia-Pacific region claiming readiness for AI, only 11% are actually prepared for implementation [3] - Companies face cognitive challenges regarding AI, requiring leadership to have a clear understanding of AI's role in enhancing employee productivity rather than replacing jobs [3][4] - Misconceptions about AI investments and ROI calculations are prevalent, with companies often misallocating costs related to foundational digital infrastructure as AI investments [5] Differences in AI Adoption - Small and medium-sized enterprises (SMEs) have distinct challenges in AI adoption, focusing on cost, adaptability, and implementation speed [7][8] - SMEs often struggle with the high costs and complexity of AI solutions, leading to a need for careful consideration of ROI and the overall impact on business performance [7][8] - The initial phase of AI application in SMEs is characterized by a lack of mature products and services, making trial and error a costly endeavor [8][9] Key Elements for Successful AI Implementation - Successful AI deployment requires a focus on three critical elements: model capability, high-quality data, and application scenarios [10][11] - Data quality is essential for AI success, with companies needing to ensure that their core data is well-integrated and utilized effectively [12] - Identifying the right application scenarios is crucial, as companies should prioritize areas with high technical maturity and data readiness for initial AI implementation [13]

International Business Machines Corp. (NYSE: IBM) was the latest company, American or otherwise, to cut an artificial intelligence (AI) deal. ...

来源：环球网 【环球网科技综合报道】10月9日消息，IBM 近日宣布其研发的AI推理加速器Spyre将于本季度正式投 入商业使用。其中，z17与LinuxONE 5两款产品将于10月28日率先支持Spyre，Power11则计划在12月初 完成对该附加组件的适配，标志着IBM在AI硬件加速领域的技术成果正式落地应用。 从技术参数来看，Spyre加速器采用PCIe AIC卡外形规格，单卡功耗控制在75W，在保障性能的同时兼 顾能效。该加速器搭载32个加速器核心，采用先进的5nm工艺制程，晶体管数量高达256亿，为高效处 理AI推理任务奠定坚实硬件基础。在部署能力上，z17和LinuxONE 5单机可支持48张Spyre卡同时运 行，Power11则可集成16张该附加卡，能根据不同企业的算力需求提供灵活的部署方案。 在应用价值方面，IBM强调，Spyre加速器将帮助企业客户在本地环境中部署多模态AI推理负载。这一 特性不仅能显著提升企业业务运营效率，加速AI技术在实际业务场景中的应用落地，更重要的是，可 确保企业核心数据、交易信息及关键应用程序的安全，有效解决了企业在引入AI技术时对数据安全的 顾虑，为企业数字化 ...

Core Insights - The U.S. stock market showed strong performance on October 8, 2025, with major indexes rebounding from earlier losses, driven by bullish sentiment in the technology sector, particularly artificial intelligence [1][3][12] - The Nasdaq Composite and S&P 500 reached new all-time highs, indicating a focus on corporate developments despite the ongoing government shutdown [1][2] Major Index Performance - The S&P 500 rose by 0.6% to 6,757 points, continuing its winning streak [2] - The Nasdaq Composite increased by 0.7-0.9%, achieving a fresh record, led by large-cap technology stocks [2] - The Dow Jones Industrial Average gained approximately 0.2-0.6%, nearly 100 points, while small-cap stocks in the Russell 2000 added 0.6% [2] Sectoral Insights - The Technology Select Sector SPDR ETF (XLK) showed significant gains, reflecting enthusiasm for AI and innovation-focused companies [4] - The Energy and Real Estate sectors underperformed, while Consumer Staples, Financials, Health Care, Industrials, Materials, and Utilities generally saw gains [4] Upcoming Market Events - Investors are focused on the release of the Federal Reserve's September policy meeting minutes, expected to provide insights into monetary policy and interest rate trajectories [5] - Several Federal Reserve officials are scheduled to speak, with their comments anticipated to offer further clues on economic outlook and policy direction [5] Corporate Developments - Nvidia (NVDA) shares rose between 1.5% and 4.5% as the company invests $2 billion in Elon Musk's AI venture, xAI, as part of a larger $20 billion funding round [9] - Advanced Micro Devices (AMD) stock advanced by 3.8% to 10% following a significant chip deal with OpenAI [10] - Tesla (TSLA) shares declined by 1.6% after announcing lower-cost Model Y and Model 3 vehicles, raising concerns about profit margins [10] - Dell Technologies (DELL) climbed 9%, while Confluent (CFLT) surged between 10% and 19.8% amid potential sale discussions [11] - Other notable stock movements included Apple (AAPL) up 3.2%, Microsoft (MSFT) gaining 2.8%, and Meta Platforms (META) increasing by 3.0% [11] Economic Indicators - The ongoing government shutdown has delayed key economic data releases, leading market participants to rely on alternative indicators [6] - Recent housing data indicated a decline in mortgage applications, reflecting tighter mortgage rates and hesitancy among homebuyers [6] Earnings Season - The third-quarter earnings season is approaching, with Delta Air Lines (DAL) set to report its Q3 earnings, followed by other companies like AZZ Inc. (AZZ) and Resources Connection, Inc. (RGP) [7]