本文作者来自于清华大学和上海 AI Lab，通讯作者为清华大学丁宁助理教授和清华大学讲席教授、上海 AI Lab 主任周伯文教授。 论文已被 ICML 2025 接收，并且被 DeepMind MedGemma 采用为评估基准 。 | Metric | MedGemma 27B | Gemma 3 27B | MedGemma 4B | Gemma 3 4B | | --- | --- | --- | --- | --- | | MedQA (4-op) | 89.8 (best-of-5) 87.7 (0-shot) | 74.9 | 64.4 | 50.7 | | MedMCQA | 74.2 | 62.6 | 55.7 | 45.4 | | PubMedQA | 76.8 | 73.4 | 73.4 | 68.4 | | MMLU Med (text only) | 87.0 | 83.3 | 70.0 | 67.2 | | MedXpertQA (text only) | 26.7 | 15.7 | 14.2 | 11.6 | | AfriMed-QA | 84.0 | 72.0 | 52.0 | 4 ...

3D Systems’ applications expertise, technologies foundational to research projects led by Penn State, Arizona State & NASA Glenn Research CenterAdditive manufacturing enabling novel titanium and nitinol passive heat pipes for space applications with 50% reduced weight enabling more efficient thermal managementResearchers advance state-of-the-art for thermal management of CubeSats with projected 6× greater deployed-to-stowed-area ratio with one of the first additively manufactured shape memory alloy (nitinol ...

CNH Industrial N.V. (CNH) has inked a deal with Starlink, a SpaceX subsidiary, to deliver cutting-edge satellite connectivity to farmers. This collaboration will provide users of CNH’s brands, Case IH, New Holland and STEYR, with reliable and cost-effective high-speed connectivity, even in the most remote rural areas. The enhanced connectivity will support fully connected equipment fleets and improve operational efficiency.Starlink’s low-latency, dependable satellite network enables CNH’s smart machines to ...

Core Insights - CNH has signed an agreement with SpaceX's Starlink to provide satellite connectivity solutions for farmers, enhancing the capabilities of its brands, including Case IH and New Holland [1][5][6] - The collaboration aims to deliver robust and affordable high-speed internet, enabling a fully connected fleet in remote rural areas [1][2][5] Connectivity Solutions - Starlink's advanced satellite network offers reliable, low-latency internet, which enhances the communication and coordination of CNH's intelligent machines, thereby improving productivity and yield [3][4] - The integration with CNH's FieldOps digital platform allows customers to monitor their machines and access data from anywhere, enhancing farm management capabilities [3][4] Precision Technology Applications - The partnership facilitates prescription spraying, allowing for quicker application of crop protection products, which can lead to improved crop yields [4] - CNH's FieldXplorer platform utilizes AI to create field maps from drone images, and with Starlink, data can be exported rapidly to generate prescription spraying maps [4] Company Overview - CNH Industrial is a global leader in equipment, technology, and services, focusing on innovation, sustainability, and productivity [6][7] - The company operates various brands, including Case IH, New Holland, and STEYR, providing a comprehensive range of agricultural and construction products [6][7]

Financial Data and Key Metrics Changes - The company achieved record revenue of $1,590,000,000, up 8% on a reported basis and 9% on a constant currency basis [13] - Adjusted EBITDA reached $580,000,000, an increase of $61,000,000 year on year, with an adjusted EBITDA margin of 36.4%, up 130 basis points year on year [14][15] - AFFO was $348,000,000, representing growth of 8% on a reported basis and 10% excluding FX [15] Business Line Data and Key Metrics Changes - Global RIM business revenue was $1,260,000,000, an increase of $46,000,000 year on year, with organic storage up 6% [16][19] - Data center revenue was $173,000,000, an increase of $29,000,000 year on year, with organic storage rental growth of 24% [20][21] - ALM revenue was $121,000,000, an increase of $37,000,000 or 44% year over year, with organic growth of 22% [22][71] Market Data and Key Metrics Changes - The company secured a ten-year contract in the UK to digitize documents, expanding its relationship significantly [2] - A significant contract with the Department of Treasury valued at approximately $140,000,000 was awarded, expected to generate revenue primarily in 2026 [4][29] - The company continues to see strong demand for data center development across its global portfolio, with a pipeline expected to reach 1.3 gigawatts [6] Company Strategy and Development Direction - The company is focused on expanding its DXP platform capabilities and tailoring use cases to industry-specific requirements [1] - The Matterhorn strategy emphasizes a single point of contact for customers to enhance cross-selling opportunities [45][46] - The company plans to selectively acquire ALM enterprise businesses to expand capabilities and geographic footprint [9][70] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the leasing target of 125 megawatts for the year, citing a strong pipeline and customer conversations [36] - The outlook for 2025 has been raised, with total revenue expected to be between $6,740,000,000 and $6,890,000,000, representing year-on-year growth of 11% at the midpoint [26] - Management noted that tariff exposure is minimal, with less than 5% exposure in data center construction [31] Other Important Information - The company is increasing its full-year guidance based on strong Q1 performance and positive outlook [11][25] - Capital expenditures in Q1 were $657,000,000, with an unchanged outlook for the full year [24] Q&A Session Summary Question: Market for leasing and confidence in achieving 125 megawatts - Management indicated good leasing activity and confidence in achieving the 125 megawatt target based on pipeline and customer discussions [36] Question: Changes in demand for data centers - Management reported no significant changes in demand from customers, with strong interest across North America, Europe, and India [42] Question: Sales strategy and initiatives - The Matterhorn strategy focuses on a single customer point of contact to drive cross-selling and enhance growth [45][46] Question: Disaggregation of revenue increase - The increase of $90,000,000 in revenue was primarily due to FX changes, with $10,000,000 from the Premier acquisition and the remainder from operating performance [50] Question: Opportunities in data centers by region - Management highlighted strong pipelines in Northern Virginia, Richmond, Chicago, Amsterdam, and Mumbai as key markets for data center opportunities [55][56]

Financial Data and Key Metrics Changes - The company achieved record revenue of $1,590,000,000, up 8% on a reported basis and 9% on a constant currency basis [13] - Adjusted EBITDA reached $580,000,000, an increase of $61,000,000 year on year, with an adjusted EBITDA margin of 36.4%, up 130 basis points year on year [14][15] - AFFO was $348,000,000, representing growth of 8% on a reported basis and 10% excluding foreign exchange [15] Business Line Data and Key Metrics Changes - The Global RIM business achieved first quarter revenue of $1,260,000,000, an increase of $46,000,000 year on year, driven by revenue management and digital solutions [16] - The data center business reported total revenue of $173,000,000, an increase of $29,000,000 year on year, with organic storage rental growth of 24% [19] - The asset lifecycle management (ALM) revenue was $121,000,000, an increase of $37,000,000 or 44% year over year, with organic growth of 22% [21] Market Data and Key Metrics Changes - The company continues to see strong demand for data center development across its global portfolio, with a pipeline expected to reach 1.3 gigawatts [6] - In the U.S., the company has a strong pipeline in Northern Virginia, Richmond, and Chicago, while in Europe, Amsterdam and Madrid are key markets [56] Company Strategy and Development Direction - The company is focused on driving double-digit revenue growth over many years, supported by strong cross-selling opportunities in fragmented markets [31] - The Matterhorn strategy emphasizes a single point of contact for customers to enhance cross-selling across various products and services [43][44] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the leasing target of 125 megawatts for the year, based on a strong pipeline and ongoing conversations with hyperscale customers [34] - The company raised its full-year guidance for total revenue to a range of $6,740,000,000 to $6,890,000,000, reflecting a positive outlook and recent changes in currency exchange rates [25] Other Important Information - The company has secured a significant contract with the Department of Treasury valued at approximately $140,000,000, expected to generate revenue in both 2025 and 2026 [4][26] - The company has less than 5% exposure to tariffs in its data center construction costs, with most costs not subject to tariffs [30] Q&A Session Summary Question: Market for leasing and confidence in achieving 125 megawatts - Management noted good leasing activity and expressed confidence in achieving the 125 megawatt target based on a strong pipeline and customer conversations [34] Question: Changes in demand for data centers - Management indicated no significant changes in demand from hyperscale customers across North America, Europe, and India, with strong pipeline visibility [41] Question: Sales strategy and initiatives - The Matterhorn strategy focuses on a single customer point of contact to enhance cross-selling and drive consistent double-digit growth [43][44] Question: Disaggregation of revenue increase - The increase in revenue guidance included approximately $165,000,000 from changes in foreign exchange rates and $10,000,000 from the Premier acquisition, with the remainder from operating performance [49] Question: Opportunities by region in data centers - Management highlighted strong pipelines in Northern Virginia, Richmond, Chicago, Amsterdam, and Mumbai, indicating robust demand across these regions [56] Question: ALM volume increase triggers - The increase in ALM volume was attributed to winning more business and growing enterprise accounts, rather than pricing changes [75]

Revenue of $5.3 billion increased 4.5% as reported, 6.0% currency-neutral and 0.9% organic GAAP and adjusted diluted EPS of $1.07 and $3.35, respectively Company updates full-year fiscal 2025 guidance and provides estimated tariff impactFRANKLIN LAKES, N.J., May 1, 2025 /PRNewswire/ -- BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, today announced results for its fiscal 2025 second quarter, which ended March 31, 2025."Amid a difficult operating environment impa ...

Iron Mountain Incorporated (NYSE:IRM) Q4 2024 Earnings Conference Call February 13, 2025 8:30 AM ET Company Participants Mark Rupe - Senior Vice President of Investor Relations William Meaney - President and Chief Executive Officer Barry Hytinen - Executive Vice President and Chief Financial Officer Conference Call Participants George Tong - Goldman Sachs Nathan Crossett - BNP Eric Luebchow - Wells Fargo Brendan Lynch - Barclays Kevin McVeigh - UBS Andrew Steinerman - JPMorgan Shlomo Rosenbaum - Stifel Jona ...