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全球大公司要闻 | 半导体涨价潮再起,寒武纪首现年度盈利
Wind万得· 2026-03-13 00:42
2.英伟达:宣布未来五年斥资260亿美元开发开源AI大模型,正式从AI芯片制造商向前沿模型实验室转 型,直接挑战OpenAI等企业的市场地位,同时发布Nemotron 3 Super,多项基准测试超越GPT-OSS。 // 热点头条 // 1. 全球半导体产业正酝酿新一轮涨价潮,德州仪器、恩智浦、英飞凌已向客户发出通知,4月1日起上调 部分产品售价。其中,德州仪器部分产品涨幅最高可达85%。英飞凌主流产品预计涨价5%至15%,部分 高端产品涨幅可能更高。 4. 特斯拉:第三代人形机器人亮相AWE 2026,计划年底启动生产,长期规划产能100万台;全新无方向 盘、无踏板的无人驾驶出租车Cybercab已于上月在奥斯汀工厂正式下线,将于4月开始量产,正在设计 生产线以实现每周生产数百辆。美国联邦贸易委员会批准其将对xAI的投资转换为SpaceX持股,同步从 马斯克手中收购部分SpaceX股份,提前布局SpaceX上市前的股权布局。 5. 百度:发布全球首款手机端龙虾应用"红手指Operator",用户下载APP即可实现手机端"养虾"功能, 上线后迅速引发下载热潮,一度出现后台资源紧缺情况,百度智能云回应称正全速 ...
本田突发暴雷:因撤回电动化战略损失1000亿元;对标小米SU7 Ultra,追觅汽车售价或超60万元;爱诗科技近期完成3亿美元C轮融资丨邦早报
创业邦· 2026-03-13 00:07
完整早报音频,请点击标题下方小耳机收听 【本田突发 暴雷 :因撤回电动化战略损失 1000 亿元】 3 月 12 日,本田汽车称,其 2025 财年( 2025.4 – 2026.3 )预计经营亏损 2700 亿 ~5700 亿日元,此前预计收益 5500 亿日元;预计净亏损 4200 亿 ~6900 亿日 元(约合人民币 116 亿 ~247 亿元),此前预计收益 3000 亿日元。该公司同日称,取消了部分美国制造电动汽 车的研发和上市计划。预计因重新评估电气化战略产生的总费用和损失最高达 2.5 万亿日元(约合人民币 1082 亿 元)。据了解,这是本田汽车自上市以来首次年度亏损。(第一财经) 【腾讯回应 OpenClaw 之父 Peter 的 " 抄袭 " 指责:希望继续支持生态】 近日,腾讯的 SkillHub 正式上线,有 市场声音称腾讯正在抓取 Clawhub 上的技能并导入到该平台中。奥地利知名程序员、 OpenClaw 创始人 PeterSteinberger 在社交平台上评论,他曾收到一封邮件,有人抱怨他的速率限制导致他们无法快速抓取数据。 " 他们抄袭,却不以任何方式支持这个项目 " 。腾 ...
Microsoft top Office executive Rajesh Jha retiring after more than 35 years
CNBC· 2026-03-12 17:00
Rajesh Jha, executive vice president of experiences and devices at Microsoft Corp., speaks at the Microsoft Build event in Seattle, Washington, US, on Tuesday, May 21, 2024. The event allows attendees to grow their skills in topics such as building copilots, generative AI, securing applications, cloud platforms, and low-code.Microsoft said Thursday that Rajesh Jha, the software vendor's highest-ranking executive supervising Office, is retiring in July after more than 35 years at the company.Jha's departure ...
Tech Resilience and Geopolitical Headwinds: S&P 500 Navigates Oil Surge and AI Breakthroughs
Stock Market News· 2026-03-12 16:07
Midday Market Momentum: A Tug-of-War Between Tech and TensionsAs of midday on Thursday, March 12, 2026, the U.S. stock market is navigating a volatile session characterized by a sharp divergence between high-growth technology earnings and escalating geopolitical risks. While the morning began with a retreat across major benchmarks, midday trading has seen a slight stabilization, though the primary indexes remain under pressure. The Dow Jones Industrial Average (.DJI) is currently down approximately 0.6%, wh ...
HealthEx Partners with Microsoft to Bring Consumers' Personal Health History to Copilot Health
Globenewswire· 2026-03-12 16:00
LAS VEGAS, March 12, 2026 (GLOBE NEWSWIRE) -- HIMSS Global Health Conference & Exhibition -- HealthEx today announced its partnership with Microsoft to power personal health record integration for Copilot Health, Microsoft’s new AI-driven health experience within Microsoft Copilot. Through HealthEx, individuals can verify their identity and consent to securely connect their comprehensive health history across their places of care, with transparency and control regarding the health information Copilot Health ...
Microsoft's Rajesh Jha, head of experiences and devices unit, to retire
Reuters· 2026-03-12 15:58
Core Insights - Rajesh Jha, head of Microsoft's Experiences + Devices unit, announced his retirement after over 30 years with the company, effective July 1, 2024 [1] - Jha will remain with Microsoft in an advisory role following his retirement [1] - The company has promoted Jeff Teper to executive vice president and Sumit Chauhan and Kirk Koenigsbauer to president as part of the succession planning [1] - Microsoft CEO Satya Nadella acknowledged Jha's long-standing contribution to the company [1] Company Developments - The Experiences + Devices unit oversees key products including Windows and Microsoft 365 applications such as Word and Teams [1] - The unit is also responsible for Microsoft's hardware products, including Surface personal computers [1] - The recent retirement announcement follows the previous retirement of Phil Spencer, head of Microsoft's gaming division, indicating ongoing leadership changes within the company [1]
X @The Wall Street Journal
The Wall Street Journal· 2026-03-12 15:53
A new feature within the Microsoft Copilot app will offer an AI concierge doctor—one that can access your medical records and health data, with your consent https://t.co/D0RO1afO8U ...
Microsoft EVP Rajesh Jha retiring after 35 years in latest exit from senior leadership team
GeekWire· 2026-03-12 15:49
Core Insights - Rajesh Jha, Executive Vice President of Microsoft's Experiences + Devices group, will retire after over 35 years with the company, transitioning to an advisory role on July 1 [1][1][1] - Microsoft CEO Satya Nadella highlighted Jha's significant contributions to the company and noted that succession planning has been in progress [1][1][1] Leadership Changes - Following Jha's retirement, four executives will report directly to Nadella: Perry Clarke (Microsoft 365 core infrastructure), Charles Lamanna (business and industry Copilot), Pavan Davuluri (Windows and Devices), and LinkedIn CEO Ryan Roslansky [1][1][1] - Jeff Teper, who oversees collaboration apps like SharePoint and Teams, is promoted to Executive Vice President, while Sumit Chauhan and Kirk Koenigsbauer are elevated to president roles [1][1][1] Context of Departures - Jha's retirement is part of a broader trend of senior leadership exits at Microsoft, including Xbox chief Phil Spencer and security leader Charlie Bell, as Nadella reshapes the leadership structure with a focus on AI and Copilot initiatives [1][1][1] - Jha joined Microsoft in 1990 and has held various key roles, including overseeing Exchange, SharePoint, and the launch of Office 365, before leading the Experiences + Devices group [1][1][1]
Barclays Lowers The Carlyle Group Inc. (CG) Price Target to $68
Insider Monkey· 2026-03-12 15:41
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...