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从谷歌的网络切片演示看5G网络切片的商业化进程
3 6 Ke· 2025-07-16 12:40
Group 1 - Google Fiber and Nokia have collaborated to demonstrate network slicing for home broadband, successfully reducing gaming latency from 90 milliseconds to 10 milliseconds [1] - Network slicing is a core technology of 5G, and its application has not yet met expectations, requiring more market participants to drive its commercial value [1][3] - Comcast has also initiated network slicing trials, aiming to reduce latency by 75% and support various applications including Apple FaceTime and Nvidia GeForce Now [2] Group 2 - Siemens has partnered with O2 Telefónica to develop 5G network slicing solutions, targeting industries such as water management and wastewater treatment [3][4] - The B2B model is currently the primary deployment method for network slicing, with Siemens acting as a reseller of O2 Telefónica's slicing services [4] - Google Fiber's demonstration may lead to B2C business models, enhancing its broadband service capabilities while also offering slicing capabilities to users [4] Group 3 - The smartphone sector faces challenges in implementing network slicing due to limitations in chipsets and operating systems, hindering the formation of B2C and B2B2C models [5][6] - For network slicing to succeed in consumer markets, smartphones must incorporate slicing capabilities, which requires collaboration among operating systems, modem chips, and applications [6][12] - A survey indicated that 33% of global operators are testing network slicing, while only 7% have deployed initial use cases, highlighting the complexity and resource demands of end-to-end slicing [13] Group 4 - Network slicing can enhance user experiences by providing dedicated bandwidth and lower latency, particularly in crowded environments [8] - It can drive innovation in internet applications, allowing for the development of new services based on reliable network slicing [9] - Service industries can leverage network slicing to improve customer service, offering dedicated communication channels for high-end clients [10] Group 5 - The introduction of network slicing in smartphones presents a significant opportunity for operators to design premium products and increase revenue [11] - As 5G smartphone users grow, network slicing could lead to tiered service offerings, enhancing the average revenue per user (ARPU) for operators [11] - The successful implementation of network slicing in consumer markets is crucial for expanding the mobile internet economy [11]
NVIDIA Q1 Earnings Miss Expectations, Revenues Increase Y/Y
ZACKS· 2025-05-29 15:46
NVIDIA Corporation (NVDA) reported first-quarter fiscal 2026 non-GAAP earnings of 81 cents per share, which missed the Zacks Consensus Estimate by 4.71%. The reported figure soared 32.8% year over year while declining 9% sequentially.NVDA’s fiscal first-quarter revenues climbed 69.2% year over year and 12% sequentially to $44.06 billion. The top line beat the consensus mark by 2.67%. The robust growth in the top line was mainly driven by record sales in the Data Center, Gaming, Professional Visualization, A ...
Stripe重磅发布多项新功能,加速AI应用落地
3 6 Ke· 2025-05-09 10:13
全球可编程金融服务公司Stripe宣布推出多款新产品,助力企业利用AI加速业务增长。 Stripe服务着众多跨国及增长最快的企业客户,其中包括一半的《财富》100强企业以及78%的《福布 斯》AI 50企业。去年,使用Stripe的企业处理的支付总额达到1.4万亿美元,较2023年增长38%,约占全 球GDP的1.3%。总体而言,企业通过Stripe处理的收入增速是标普500指数企业的7倍。 在年度大会Sessions上,Stripe发布了全球首个支付领域AI基础模型,并宣布大幅扩展资金管理能力。 Stripe联合创始人兼首席执行官Patrick Collison表示:"AI作为当前超越蒲福风级的强劲东风,正在深刻 改变全球经济格局。我们的责任,就是加速推动技术落地应用,让使用Stripe的企业能够即时受益。" 01 加码AI投资,赋能企业增长 Stripe在运用专业化AI模型方面拥有丰富经验,并针对防止欺诈、提升授权率以及为买家打造个性化结 账体验等不同任务进行了精细优化。 为助力用户实现更快增长,Stripe今日宣布推出全球首个专为支付打造的AI基础模型。这一支付基础模 型基于数百亿笔交易训练而成,能够识 ...