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Bloomberg· 2025-07-10 05:20
Elon Musk’s artificial intelligence startup xAI is rolling out Grok 4 just months after releasing its previous iteration, underscoring the frenetic pace of AI development https://t.co/HkyDhzCjRi ...
芯片人注意!还有2天!ICDIA 2025创芯展即将盛大开幕
半导体芯闻· 2025-07-09 10:07
扫码在线报名 扫码查看议程 ICDIA 20 2 5 参会指南 高峰论坛嘉宾前瞻 IC设计专题论坛嘉宾前瞻 AI开发者论坛嘉宾前瞻 汽车芯片专题论坛嘉宾前瞻 《汽车安全芯片应用领域白皮书》发布前瞻 大会信息一览 点击查看 ICDIA 2025 创芯展将于7月11日-12日在苏州金鸡湖国际会议中心举行,同期还将召开 中国集成电 路设计联盟理事会第二届第三次会议 ,对联盟的主要工作进行总结和探讨,交流行业产业发展问 题。 ...
Resources Connection (RGP) Earnings Call Presentation
2025-06-19 11:42
G L O B A L P R O F E S S I O N A L S E R V I C E S Investor Presentation. October 2024 Within this presentation, we make "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements relate to expectations concerning matters that are not historical facts. Such forward-looking statements may be identified by words such as "anticipates," "believes," "can," "continue," "could," "esti ...
为何字节大力投入AI Coding?
虎嗅APP· 2025-06-13 00:17
对于洪定坤和TRAE幕后团队的所有人来说,他们希望软件开发能够 all in one,让 AI 成为调度者,更大幅度地降低开发的门槛,提升开发效率。AI Coding是可预见的未 题图| 字节跳动技术副总裁洪定坤在演讲现场 虎嗅注: 昨天的火山引擎 Force 原动力大会主论坛,是字节跳动技术副总裁洪定坤的首次公开 露 面 , 三 十 多 分 钟 的 演 讲 , 主 题 全 部 围 绕 "AI Coding" 和 字 节 跳 动 自 研 AI IDE "TRAE"。 AI Coding,一直以来是大模型落地最具潜力的方向之一。伴随着底层模型编程能力的 突飞猛进,AI Coding 已经开始在程序员的日常开发工作中产生了深刻影响。包括在字 节跳动公司内部,超过 80% 的工程师都在使用 TRAE 这样的 AI Coding 产品辅助开 发。值得一提的是,作为首个中文 AI IDE,TRAE 目前的月活用户数量已经超过了 100 万。 在演讲中,洪定坤还分享了自己用TRAE做AI Coding的一些实践,比如在三天时间 里,如何"见缝插针"地开发一个英语学习应用。 来,但"AI Development"是更高级的 ...
为何字节大力投入AI Coding?
虎嗅APP· 2025-06-13 00:05
题图| 字节跳动技术副总裁洪定坤在演讲现场 对于洪定坤和TRAE幕后团队的所有人来说,他们希望软件开发能够 all in one,让 AI 成为调度者,更大幅度地降低开发的门槛,提升开发效率。AI Coding是可预见的未 来,但"AI Development"是更高级的目标。 大家好,我是洪定坤,字节跳动研发的负责人,也是一个研发工程师,最近在做 AI Coding 方面的探索。这是第一次跟大家见面,主要是想跟大家介绍一下我们在 AI Coding 方向的产 品 TRAE。 其实做这方向的探索有一段时间了。GPT-3.5 出来的时候,我们就觉得编程可能是一个很好 的应用方向。包括我们给这个产品起的名字"TRAE",意思是"The Real AI Engineer"。我们 觉得,AI 大模型确实会给 Coding 带来真正的变革。 不过最开始,因为模型能力的原因,很多想法还实现不了。但过去一年,国内外大模型的基 础能力进步很快。包括今天字节发布的豆包大模型 1.6,在编程能力上也有很大的进步。 虎嗅注: 昨天的火山引擎 Force 原动力大会主论坛,是字节跳动技术副总裁洪定坤的首次公开 露 面 , 三 十 多 ...
Jiayin Group(JFIN) - 2025 Q1 - Earnings Call Transcript
2025-06-04 13:00
Jiayin Group (JFIN) Q1 2025 Earnings Call June 04, 2025 08:00 AM ET Speaker0 Good day, ladies and gentlemen. Thank you for standing by, and welcome to the Jiayin Group's First Quarter twenty twenty five Earnings Conference Call. Currently, all participants are in a listen only mode. Later, we will conduct a question and answer session and instructions will follow at that time. As a reminder, we are recording today's call. If you have any objections, you may disconnect at this time. I will now turn the call ...
VNET(VNET) - 2025 Q1 - Earnings Call Presentation
2025-05-28 11:10
VNET Group, Inc. Earnings Presentation for 1Q25 May 28, 2025 Disclaimer This presentation has been prepared by VNET Group, Inc. (the "Company") solely for informational purposes and has not been independently verified. No representations, warranties or undertakings, express or implied, are made by the Company or any of its affiliates, advisers or representatives as to, and no reliance should be placed upon, the accuracy, fairness, completeness or correctness of the information or opinions presented or conta ...
XPENG Announces MONA M03 Max and G7 SUV for Q2 2025, Showcasing AI Mobility Advances and 2026 Robotics Strategy
Globenewswire· 2025-05-21 15:00
Financial Performance - XPENG reported Q1 2025 revenue of RMB 15.81 billion, a 141.5% year-over-year increase, with vehicle deliveries reaching 94,008 units, marking a 330.8% year-over-year growth [1][6] - Gross margin reached 15.6%, up 2.7 percentage points year-over-year, while vehicle gross margin rose to 10.5%, an improvement of 5 percentage points year-over-year [2] - Net loss narrowed to RMB 660 million, and the company generated over RMB 3 billion in positive free cash flow, indicating improved self-sufficiency [2][4] Future Outlook - For Q2 2025, XPENG expects total deliveries between 102,000 and 108,000 units, reflecting a year-over-year increase of 237.7% to 257.5% [3] - Total revenue is projected to range from RMB 17.5 billion to RMB 18.7 billion, indicating a year-over-year growth of 115.7% to 130.5% [3] - Chairman and CEO He Xiaopeng expressed confidence in achieving more than double sales this year and reaching profitability in Q4 2025 [24] Product Development - XPENG's strong performance was driven by popular models such as the MONA M03, P7+, X9, and the 2025 editions of G6 and G9, with the MONA M03 becoming the best-selling A-segment pure electric sedan in China [7] - The company plans to launch the MONA M03 Max and G7 SUV in Q2 2025, with a focus on democratizing AI technology in vehicles [9][21] - XPENG's next-generation P7 and Kunpeng EV are set to be unveiled in the second half of 2025, expanding market reach [9][10] Global Expansion - XPENG tripled its overseas sales in Q1 2025, exporting 7,615 vehicles, a 370% year-over-year increase, and ranked No. 1 among new automakers in several countries [12] - The company expanded into key regions including the UK and Indonesia, adding over 40 new retail locations overseas [12][13] - XPENG aims to position itself as a technology-differentiated premium global brand, with plans for R&D and manufacturing expansion [14] AI and Technology Development - XPENG is developing a world-class AI foundation model with 72 billion parameters, enhancing its AI capabilities for vehicles and humanoid robots [17] - The company has established China's first 10,000-card intelligent computing cluster in the automotive industry, supporting its AI infrastructure [18] - XPENG's proprietary chip development, including the XPENG Turing AI chip, is set for mass production in Q2 2025, enhancing the performance of its AI vehicles [19][20]
Google's $1 Trillion Lawsuit
Forbes· 2025-05-16 08:48
Core Insights - Alphabet's marketing strategy appears misaligned with its legal challenges, particularly regarding the potential breakup of the company [2] - The revenue streams of Google are diversified, including core search, YouTube advertising, network properties, Google Cloud, and other businesses [3] - A breakup could significantly diminish Alphabet's market power and operational efficiency, potentially halving its overall value [3][4] - A smaller revenue base would limit Alphabet's ability to invest in new technologies, especially in the competitive landscape with companies like OpenAI, Meta, and Microsoft [4] Revenue Breakdown - Google's revenue is derived from several key segments, with advertising on YouTube being a significant contributor [3] - The potential breakup raises concerns about shared resources and costs, which could double and negatively impact profitability [3] Market Position and Risks - Alphabet's stock has previously experienced significant declines, such as a 10% drop following concerns about losing market share to competitors [3] - The current regulatory environment poses risks that could lead to a substantial decrease in Alphabet's stock value, potentially by 50% or more [4]
John Wiley & Sons(WLY) - 2025 Q3 - Earnings Call Transcript
2025-03-06 18:10
John Wiley & Sons, Inc. (NYSE:WLY) Q3 2025 Earnings Conference Call March 6, 2025 10:00 AM ET Company Participants Brian Campbell - Vice President, Investor Relations Matt Kissner - President and CEO Christopher Caridi - Interim Chief Financial Officer Jay Flynn - Executive Vice President and General Manager, Research and Learning Conference Call Participants Daniel Moore - CJS Securities Sami Kassab - BNP Paribas Operator Good morning, and welcome to Wallace Q3 Fiscal 2025 Earnings Call. As a reminder, thi ...