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黄仁勋巴黎演讲:AI的下一波浪潮是机器人,数据中心将成为“AI工厂”
Feng Huang Wang· 2025-06-11 11:46
黄仁勋对AI下一阶段的重点智能体AI(Agentic AI)做出预判 。他认为,AI已经超越了识别信息和生成 内容的阶段,正迈向一个能够理解任务、进行推理、规划并执行复杂任务的全新浪潮,这种能力的物理 化身便是机器人。 现场,他通过一个名为"Greg"的机器人展示了这一概念,这个机器人在Omniverse构建的数字孪生虚拟 世界中学会行走和与环境互动后,才被部署到物理世界。宝马、奔驰、丰田等众多企业已开始利用 Omniverse构建其工厂或产品的数字孪生体。 凤凰网科技讯(作者/于雷)6月11日,英伟达创始人兼CEO黄仁勋今日现身法国巴黎VivaTech大会,发 表了GTC主题演讲。他系统阐述了AI技术正从根本上重塑计算与工业的未来,并明确指出,一个由"AI 工厂"驱动的全新工业革命已经到来。 黄仁勋在演讲中指出,传统的数据中心正在向"AI工厂"转变。他认为,未来的数据中心不再仅仅是存储 文件和数据的仓库,而是能够产生智能、创造价值的生产设施。这些AI工厂的核心任务是生产"智能通 证(intelligent tokens)",就像发电厂产生电力一样,为各行各业提供动力,开启一场新的工业革命。 为支撑AI工厂的 ...
Datadog Expands LLM Observability with New Capabilities to Monitor Agentic AI, Accelerate Development and Improve Model Performance
Newsfile· 2025-06-10 20:05
Core Insights - Datadog has introduced new capabilities for monitoring agentic AI, including AI Agent Monitoring, LLM Experiments, and AI Agents Console, aimed at providing organizations with end-to-end visibility and governance over AI investments [1][4][8] Industry Context - The rise of generative AI and autonomous agents is changing software development, but many organizations struggle with visibility into AI system behaviors and their business value [2][3] - A study indicates that only 25% of AI initiatives are currently delivering promised ROI, highlighting the need for better accountability in AI investments [4] Company Developments - Datadog's new observability features allow companies to monitor agentic systems, run structured experiments, and evaluate usage patterns, facilitating quicker and safer deployment of LLM applications [3][4] - The AI Agent Monitoring tool provides an interactive graph mapping each agent's decision path, enabling engineers to identify issues like latency spikes and incorrect tool calls [4][6] - LLM Experiments enable testing of prompt changes and model swaps against real production data, allowing users to quantify improvements in response accuracy and throughput [6][7] - The AI Agents Console helps organizations maintain visibility into both in-house and third-party agent behaviors, measuring usage, impact, and compliance risks [7]
Rambus(RMBS) - 2025 FY - Earnings Call Transcript
2025-06-10 19:00
Rambus (RMBS) FY 2025 Conference June 10, 2025 02:00 PM ET Speaker0 Good afternoon, and welcome to Rosenblatt Security's fifth annual Age of AI scaling tech conference. My name is Kevin Cassidy. I'm one of the semiconductor analysts at Rosenblatt. And it's my my pleasure to introduce, Steven Wu. Steve is Rambus's fellow and distinguished inventor and is a technology innovator with over fifteen years of experience in the hardware and software performance solutions. We have a buy rating on Rambus and an $80 t ...
UiPath Shares Rise 12% in Three Months: Should You Accumulate?
ZACKS· 2025-06-10 18:05
Key Takeaways PATH reported Q1 fiscal 2026 revenues of $357M, up 6% year over year, and ARR of $1.69B, up 12%. Strategic alliances with Microsoft, Amazon, and Salesforce boost PATH's market reach and integration. PATH holds $1.6B in cash with no debt, and strong liquidity supports growth and innovation initiatives.UiPath Inc. (PATH) stock has declined 10% in the past six months while gaining 12% in the past three months, indicating that the tide is turning. Image Source: Zacks Investment ResearchThis anal ...
Cisco Systems (CSCO) Update / Briefing Transcript
2025-06-10 16:00
Cisco Systems (CSCO) Update / Briefing June 10, 2025 11:00 AM ET Speaker0 And a big hello to everyone around the world wherever you happen to be tuning in to this livestream. Welcome. Welcome to Cisco Live twenty twenty five from beautiful San Diego. We are streaming straight to you in any language that you need right here from the Cisco TV studio in the beautiful San Diego Convention Center. My name is Steve Moulter. I am one of your five broadcast hosts. So good to have you back here on the broadcast with ...
CyberArk Software (CYBR) 2025 Conference Transcript
2025-06-10 15:32
CyberArk Software (CYBR) 2025 Conference June 10, 2025 10:30 AM ET Speaker0 Okay. We're gonna go ahead and get started with our next session. Thank you everyone for attending. Before we begin, given that it is the Xcel voting season, if you do value the work that we do, we very much appreciate your support. With that, we're thrilled to have Clarence Hinton with us today. Clarence is chief strategy officer and head of corporate development at CyberArk. Before joining CyberArk in 2019, Clarence was SVP of cor ...
让AI听懂行业,火山引擎如何拆掉大模型落地的「墙」?
36氪· 2025-06-10 13:34
豆包大模型为企业 打通AI落地的"最后一公里"。 2025年,大模型在产业端加速行驶的轰鸣声正穿透技术的围墙。 这场始于技术、兴于场景的变革正在重塑各行各业的数字化版图。可以说,向产业化深入,就是当下人工智能最务实的命题。 当前,大模型正以前所未有的深度与广度融入千行百业,智能化转型的浪潮如火如荼:从金融业的个性化服务到营销场景的精准触达,到硬件终端的智能交 互到教育科研中的定制化学习。 企业纷纷投入资源拥抱AI,随着大模型不再是遥不可及的"奢侈品",一个核心问题便也浮出了水面:是谁在支撑企业级AI落地的"最后一公里"? 大模型产业化:向生态纵深 大模型热潮兴起以来,各行各业都在积极探索,如何接入大模型才能让其成为智能化转型的驱动力。 早在2024年,大模型应用就逐渐从早期探索阶段迈向了规模化落地。一个显著标志是,国内主流云服务商在2024年初"集体行动",为企业提供大模型的一键 部署、深度集成能力等,大幅降低了大模型商用的门槛。 IDC发布的 《中国公有云大模型服务市场格局分析 1Q25》 报告显示,2024年中国公有云上大模型调用量达114.2万亿tokens。随着国产大模型从2025年初引 发全球关注, ...
IBM Study: Businesses View AI Agents as Essential, Not Just Experimental
Prnewswire· 2025-06-10 12:00
Other key findings include: ARMONK, N.Y., June 10, 2025 /PRNewswire/ -- A new study by the IBM (NYSE: IBM) Institute for Business Value reveals that enterprises are expected to significantly scale AI-enabled workflows, many driven by agentic AI, relying on them for improved decision making and automation. The AI Projects to Profits study, which surveyed 2,900 executives globally, revealed that respondents expect AI-enabled workflows to grow from 3% today to 25% by the end of 2025. With 70% of surveyed execu ...
AI助力汽车金融破解千人千面密码
汽车金融业务的客户可谓"千人千面",如果只用人工方式分析客户数据,工作量无疑是巨大的。人工智能的出现不仅能够通过强大的数据分析能力,更 准确地评估客户的信用风险,还能通过对用户数据的深度挖掘和分析,精准把握用户的消费偏好、购车意向和金融需求,从而实现精准营销。 近日,专业汽车金融科技平台易鑫集团(下称"易鑫")宣布,将于年内推出汽车金融行业首个Agentic大模型。该模型通过自主决策智能体深度结合汽车金 融场景需求,有望从根本上解决行业中长期存在的效率瓶颈和痛点。 从易鑫的实践经验来看,在录入信息环节,AI可以通过多模态大模型自动识别和填写信息,提升人效160%;在智能风控方面,通过传统机器学习、多模态 大模型和推理大模型,让转化率和通过率双双提升超两位数百分点;在打通资金通路上,创新优化匹配算法,处理效率提升120%;在客户服务方面,通过 引入多模态大模型驱动的AI,将人效提升了60%;在资产管理上,利用资管智能体,让修复率大幅提升了1倍。 2024年,易鑫成为中国汽车金融领域首个通过生成式人工智能大模型备案的企业,今年在完成DeepSeek大模型本地化部署后,又通过开源YiXin-Distill- Qwe ...
PANW vs. CYBR: Which Cybersecurity Stock is the Better Buy Now?
ZACKS· 2025-06-06 13:31
Key Takeaways CYBR is expanding in identity security with AI-driven innovations. Recent buyouts of Venafi and Zilla Security boost CYBR's machine identity and governance capabilities. PANW sees slowing revenue growth and shorter contracts, whereas CYBR posts stronger earnings momentum.Palo Alto Networks (PANW) and CyberArk Software (CYBR) are both U.S.-based cybersecurity companies that specialize in protecting enterprises from evolving digital threats. While Palo Alto focuses broadly on next-gen firewall ...