人工智能(AI)

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李在明三战总统终登顶,他能否治愈韩国?
虎嗅APP· 2025-06-05 10:53
凤凰周刊旗下国际新闻平台,提供有质感和温度的全球故事。 本文来自微信公众号: 凤凰WEEKLY国际 ,作者:关珺冉,编辑:漆菲,题图来自:视觉中国 韩国史上最仓促的一场总统选举落下帷幕。 当地时间6月4日上午11时,新当选的韩国总统李在明在韩国国会宣誓就职。他在发表就职演说时 说:"现在是时候在分裂我们的仇恨和对抗之上,架起共存、和解与团结的桥梁,开启一个充满梦想 和希望、国民幸福的时代了。" 稍早前,作为共同民主党候选人的李在明以49.42%的得票率赢得韩国第21届总统选举。国民力量党 候选人金文洙 (41.15%) 、改革新党候选人李俊锡 (8.34%) 位列第二、三位。由于前总统尹锡 悦被弹劾下台、总统职位空缺,李在明在大选投票结果议案获表决通过后的4日6时21分开启他的任 期。 这位曾因贫困而辍学的寒门子弟一路逆袭登顶,三度竞选总统,如今修成正果。从结果来看,李在明 以1728.75万张的得票数创下历届总统选举之最,刷新尹锡悦上届大选时创下的纪录 (1639.4815万 张) ,但其得票率未能超过前总统朴槿惠在2012年创下的纪录 (51.55%) 。 从戒严风波 (2024年12月3日) 到选举投票 ...
WSTS预计全球半导体市场规模同比增长11.2%
Zheng Quan Shi Bao Wang· 2025-06-05 06:57
Group 1 - The global semiconductor market is projected to reach $700.9 billion in 2025, with a year-on-year growth of 11.2% driven by demand in AI, cloud infrastructure, and advanced consumer electronics [1] - The growth in the semiconductor market will be led by logic and memory segments, both expected to see double-digit growth, while sensors and analog segments will contribute positively albeit at a moderate pace [1] - Certain product segments, such as discrete semiconductors, optoelectronic devices, and micro-integrated circuits, are expected to experience a decline due to ongoing trade tensions and negative economic developments affecting supply chains and demand [1] Group 2 - The global semiconductor market is forecasted to grow by 8.5% to $760.7 billion by 2026, with memory again leading the growth alongside contributions from logic and analog devices [2] - All major markets are expected to expand, with the Americas and Asia-Pacific regions continuing to lead growth, while Europe and Japan are anticipated to see enhanced growth [2] - The semiconductor industry is currently in a down cycle, with sales expected to decline by approximately 11% in 2023, but a strong rebound of 19% is anticipated in 2024, reaching $628 billion [2] Group 3 - Three major trends are reshaping the global semiconductor landscape: significant geopolitical changes, disruption of global trade order, and the AI revolution [3] - Geopolitical developments in Europe and the Middle East are increasing uncertainty and accelerating the regional restructuring of semiconductor supply chains [3] - The AI revolution, driven by advanced chip capabilities, is expected to be a new engine for the semiconductor industry, pushing it towards a trillion-dollar milestone [3]
科技巨头裁员潮中逆势扩军!Alphabet(GOOGL.US)CEO:AI人才明年继续增长
智通财经网· 2025-06-05 06:25
智通财经APP获悉,Alphabet(GOOGL.US)首席执行官皮查伊(Sundar Pichai)表示,尽管该公司加大了 对人工智能(AI)的投资,但将至少在2026年前继续扩大工程师队伍。皮查伊表示将在近期继续加大对工 程团队的投入,并强调"人才仍然是关键"。 包括微软(MSFT.US)在内的美国科技巨头今年已裁减了更多员工,部分原因是为了腾出资源以确保AI领 域领先地位所需的巨额投资。Alphabet自身近年来也进行了一系列裁员,以释放资源。这些裁员也引发 了人们对AI取代某些岗位功能的担忧。 皮查伊表示:"我预计,我们的工程团队将在现有基础上继续增长,甚至到明年仍会扩大,因为这让我 们能够把握更多机会空间。我将AI视为显著提高工程师生产力的工具,帮助他们摆脱许多日常琐事。" 尽管如此,皮查伊描绘的AI发展愿景既充满希望,也对其当前局限保持清醒。他指出,尽管AI在代码 编写等领域表现出色,但模型依然会犯一些基本错误。皮查伊表示:"我们现在是否真的处在通向通用 人工智能(AGI)的明确路径上?我认为没有人能给出肯定的答案。" 此外,随着谷歌将更多AI功能融入搜索引擎,一些出版商已经发出警告,称担心谷歌提 ...
黄仁勋跃居华人首富
半导体行业观察· 2025-06-05 01:37
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容编译自orientaldaily 。 AI教父黄仁勋结束8天台北电脑展行程返美不过十日,英伟达(Nvidia)股价持续攀高,日前市值 正式超越微软,重夺全球市值第一宝座,距离上次封王已近五个月。黄仁勋个人财富同步水涨船 高,身价突破1241亿美元(约8923亿人民币),稳居华人首富及全球第11大富豪。 黄之前就曾讨论过他的工作动力:在2024年4月与Stripe首席执行官帕特里克·科里森(Patrick Collison)的炉边谈话中,当被问及工作与生活的平衡时,他回答说:"我会尽我所能地工作。"不 过,维特表示,黄的动力似乎很大程度上源于焦虑、恐惧和内疚,这让他措手不及。 "我觉得詹森最让人惊讶的地方在于,他几乎完全被负面情绪所驱使,"维特说,"他的动力很大程 度上来自于恐惧和内疚:对失败的恐惧、对竞争的偏执,以及对让别人失望的愧疚。" 自 黄 仁 勋 访 台 前 的 135.32 美 元 起 算 , 短 短 几 日 股 价 已 累 计 上 涨 4.4% , 近 一 个 月 涨 幅 更 高 达 近 24%。市值突破3兆4440亿美元,成功超越微软的3兆44 ...
AI碰上影视,会擦出怎样的火花
Ke Ji Ri Bao· 2025-06-05 01:20
Core Insights - The integration of AI technology is transforming the film industry, with significant advancements in AI-generated content and its applications in filmmaking [1][2][3] - AI-generated short films and animations are emerging, showcasing improved quality and potential for profitability, which could reshape the industry [2][3][4] - The development of specialized AI models tailored for film production is essential for meeting industry demands and enhancing content quality [4][5] Group 1: AI Technology in Film Production - AI technology has been used in traditional film production since 2017, initially for video material restoration [2] - Recent films have utilized AI for virtual shooting and special effects, reducing production costs significantly [2][8] - The emergence of fully AI-generated videos is anticipated, with improvements in continuity and quality observed in recent productions [3][4] Group 2: Challenges and Development Trends - Current AI-generated content faces challenges in achieving the nuanced performances of human actors, particularly in emotional expression [3][5] - The need for a specialized AI film production system is highlighted, requiring the development of proprietary AI models tailored to the film industry [4][5] - A shortage of interdisciplinary talent that understands both film production and AI technology is a significant barrier to progress [5][6] Group 3: Impact on the Film Industry - The rise of AI-generated characters may lead to a restructuring of actor demand, with potential implications for actor compensation [7][8] - AI technology is expected to enhance efficiency in film production, allowing for significant cost reductions and resource accessibility [8][9] - The potential for AI-generated content to drive innovation in the film industry is recognized, with implications for other sectors such as education and advertising [9]
Korn Ferry (KFY) FY Conference Transcript
2025-06-04 18:40
Korn Ferry (KFY) FY Conference Summary Company Overview - **Company**: Korn Ferry - **Industry**: Staffing and Human Capital Services - **Event Date**: June 04, 2025 - **Key Speakers**: Bob Rozek (CFO), Tiffany Louders (VP of Investor Relations) Core Points and Arguments Business Transformation - Korn Ferry has evolved from primarily an executive search firm (80-85% of revenue) to a diversified organizational consulting firm, with executive search now representing only 29% of the business [5][8] - The company has developed capabilities in organizational strategy, talent acquisition, leadership development, and total rewards [7][8] Financial Performance - FY 2024 fee revenue was $2.76 billion, with a trailing 12-month revenue of $2.71 billion, reflecting a slight decline of 1% year-over-year [11] - Adjusted EBITDA increased by nearly $50 million, with a margin improvement of 200 basis points [11] - Digital business revenue, including subscriptions and licenses, grew by 200 basis points [11] Client Base and Market Position - Korn Ferry works with 97% of the S&P 500 and 75% of the best companies identified by Fortune magazine [12] - The addressable market for Korn Ferry's services is estimated at $450 billion, driven by demographic changes [17] Strategic Focus - The company emphasizes integrated client engagements, aiming to present itself as a unified entity rather than a collection of services [25][46] - Korn Ferry's growth strategy includes a balanced approach to capital allocation, focusing on reinvestment in the business, M&A, dividends, and share buybacks [36][39] M&A and Growth Strategy - M&A has contributed approximately 40% of Korn Ferry's growth, with significant acquisitions like PDI and Hay Group enhancing its capabilities [27] - The company aims to pursue transformational opportunities at the intersection of talent and strategy [27] Talent and Retention - Korn Ferry has a strong retention rate of over 99% for senior client personnel, highlighting its focus on talent management [29] - The company is developing a "talent suite" to integrate various solutions and improve client engagement [30] Margin Improvement - Korn Ferry has seen margin increases despite challenging market conditions, with a current margin of 17% and a target range of 16-18% [54][58] - Cost management strategies include reducing real estate expenses and proactively managing underperforming staff [56][58] Additional Important Insights - The executive search business has shown positive growth due to factors like workforce turnover and changing work preferences [50][53] - Korn Ferry's integrated approach aims to eliminate silos within the organization, enhancing collaboration and client service [46][48] - The company has a disciplined approach to M&A, focusing on strategic alignment, financial viability, and cultural fit [39][40] This summary encapsulates the key points discussed during the Korn Ferry FY Conference, highlighting the company's strategic direction, financial performance, and market positioning.
“中国限制稀土出口,特朗普政府真的压力山大”
Guan Cha Zhe Wang· 2025-06-04 03:53
【文/观察者网 王一】就像美国总统特朗普4月挑起贸易战后的那段时间一样,这几天,白宫新闻秘书 卡罗琳·莱维特、白宫国家经济委员会主任凯文·哈西特等特朗普政府的官员们又开始对媒体大肆宣扬: 他们希望与中国沟通,且即将进行通话。 美国"政客新闻网"(Politico)6月3日发文指出,特朗普团队散布的这一消息掩盖了美国当前的困境,即 试图向中国施压,迫使中国回到谈判桌上,但同时又不想因此给美国国内带来长期的政治损害。这再次 引发了人们的质疑,在这场已日益演变为"谁先眨眼"懦夫博弈的贸易战中,特朗普到底想要什么? 5月初中国和美国在瑞士日内瓦就经贸问题达成一系列重要共识后,特朗普政府一边出台新的对华限制 性措施,一边无端指责中国违背共识,拖延重启关键矿产和稀土的出口。 在日内瓦宣布与中国达成共识后不到24小时,美国商务部就警告美国公司,不要使用中国科技企业华为 生产的芯片,称使用这些芯片会违反美国出口管制规定。随后,美国又收紧了人工智能(AI)芯片的 对华出口,停止了对华销售芯片设计软件(EDA),撤销了中国留学生的签证等等。 做完后,美国还恬不知耻地反过来指责中国违背共识。美国贸易代表贾米森·格里尔上周在美国消费 ...
AI服务器需求强劲,慧与科技(HPE)业绩超预期,中东订单已现
Hua Er Jie Jian Wen· 2025-06-04 01:58
Core Viewpoint - HPE is transforming into a key player in AI infrastructure, driven by a surge in enterprise-level AI server orders and strong demand from sovereign clients in the Middle East [1][6]. Group 1: Financial Performance - HPE reported a strong second-quarter performance with adjusted earnings per share of $0.38 and revenue of $7.63 billion, a 6% year-over-year increase, surpassing the consensus estimate of $7.45 billion [1]. - The company secured $1.1 billion in net new orders during the second quarter, with approximately one-third coming from enterprise clients [1]. - AI backlog orders soared to $3.2 billion, indicating significant demand for AI-related products [1]. Group 2: Business Segments - Total server revenue grew by 6% to $4.06 billion in the quarter [4]. - Revenue from hybrid cloud business increased by 13% to $1.45 billion [4]. - The networking business experienced its first revenue and profit growth after five consecutive quarters of decline, driven by AI developments [4]. Group 3: Strategic Insights - HPE is accelerating the deployment of NVIDIA's new Blackwell series GB200 products, with the AI backlog being just the tip of the iceberg, as the overall pipeline is several times larger [1][5]. - The management highlighted the company's expertise in direct liquid cooling technology, which is crucial for managing the high heat generated by modern AI chips [3]. Group 4: Future Outlook - For the third quarter, HPE expects revenue between $8.2 billion and $8.5 billion, with adjusted earnings per share projected at $0.40 to $0.45 [6]. - The company is navigating a complex macroeconomic and geopolitical environment while preparing for additional actions to meet its fiscal 2025 outlook [6]. - HPE is facing regulatory challenges, particularly regarding its acquisition of Juniper Networks, which could impact its strategic plans [6].
对话淡水河谷中国区总裁:从巴西到中国,如何以创新技术重塑全球低碳钢铁产业链?
Xin Lang Cai Jing· 2025-06-04 01:14
Core Viewpoint - Multinational companies, particularly Vale, are focusing on sustainable development and adapting their strategies to the Chinese market to create positive social, economic, and environmental impacts [1][4]. Group 1: Sustainable Development Strategy - Vale integrates sustainability into its business practices, aligning its ESG goals with the United Nations' 2030 Sustainable Development Goals (SDGs) [4][5]. - The company has set specific targets to reduce its carbon emissions, including a 33% reduction in absolute emissions by 2030 and achieving net-zero emissions by 2050 for Scope 1 and Scope 2 emissions [6][20]. - Vale is the first mining company to establish quantified reduction targets for Scope 3 emissions, which account for approximately 98% of its total emissions, primarily from steel production [6][10]. Group 2: Technological Innovations - Vale is deploying AI technologies to optimize resource management, carbon reduction, and supply chain efficiency, including projects like "smart mining" to reduce truck fuel consumption and greenhouse gas emissions [2][14]. - The company has invested in AI since 2016, deploying around 40 AI products and 1500 models across 80 projects to enhance operational efficiency and safety [14][15]. Group 3: Future Plans in China - China is Vale's largest market, with 187 million tons of iron ore exported in the previous year, accounting for over 60% of its total iron ore sales [17][19]. - Vale plans to invest 70 billion Brazilian Reais in the "New Carajás" project over the next five years to increase iron ore and copper production [17]. - The company is collaborating with Chinese partners to build a mineral processing plant in Oman, expected to process 18 million tons of iron ore annually by mid-2027 [19].
美媒:扎克伯格找到元宇宙“杀手级”应用
Huan Qiu Shi Bao· 2025-06-03 22:59
Core Insights - Meta's collaboration with Anduril Industries marks a significant shift in Silicon Valley's approach to military technology, indicating a growing acceptance of developing tech for warfare [1][2] - The partnership aims to create integrated extended reality (XR) products to enhance soldiers' situational awareness and control over autonomous platforms [1][2] - This collaboration may provide a lifeline for Meta's Reality Labs, which has incurred over $70 billion in losses since 2019, as it seeks to find viable applications for its technology [2][3] Industry Trends - The historical trajectory of technology innovation is reversing, with military applications now driving tech development rather than the traditional path of military to civilian use [3][4] - The collaboration reflects a broader trend where tech companies are openly promoting military applications as a selling point, contrasting with past practices of secrecy [2][3] - The partnership could redefine Meta's mission statement, as it increasingly engages in projects that may contribute to military conflicts, challenging its original vision of building human connections [4]