第一个是一个固件叫混合AI定义未来第二个就是AIPD的用户价值和定义第三是产业成构第四是联想对AIPD的一些做法我也非常坦诚真诚地给大家交流一下现在联想都在做什么最后有一点点预测 什么叫混合AI定义未来是因为现在大家用到的基本上还是公共大模型的一些服务我在国际议员上聊个天 问个事或者TV上查个东西其实公共大模型现在已经深入到每个人的应用中但是它还有一定的局限性我把它总结成了下面的五点 第一点就是网络因为它在云端所以你必须从上网才能使用它如果你的网络环境不好或者网络带宽不行那可能你会感着急第二个就是成本这个成本其实包括两个方面对于大模型的服务商而言其实现在是在亏本赚销 我们知道训练一个大模型需要很强的算力动不动就是万卡的集群而这里面有一个非常强势的上游顾问商就是银北达他的这个卡一卡难求而且非常贵整个产业的利润被他攒走了所以对于大模型服务商而言它其实成本不经济 对于个人用户而言呢,现在对于上一代的模型,大家来免费的使用但是对新的模型,大部分服务商是在收费的比如说GPT的20美元一个月,文心的4也是有VIP的账号的 大家愿不愿意拿出每个月几十块钱或者十几块钱去订阅这个服务对于用户来说也是要考虑一下第三点是云端的效率 ...

INVESTMENT STRATEGY 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 wealth management 更多一手调研纪要和研报数据加V：shuinu9870 Global Investment Committee | June 17, 2024 The GIC Weekly 更多一手调研纪要和研报数据加V：shuinu9870 | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------ ...

Hewlett Packard Enterprise Company (NYSE:HPE) Investor Relations Summit @ HPE Discover 2024 June 18, 2024 12:00 PM ET Company Participants Daisy McAndrew - Sphere Antonio Neri - President and CEO Jim Jackson - Chief Marketing Officer Jensen Huang - Founder and CEO, NVIDIA Conference Call Participants Daisy McAndrew Hello and welcome to Hewlett Packard Enterprise Discover 2024 Las Vegas. I'm Daisy McAndrew coming to you from Sphere. We are only moments away from the first ever keynote address at this iconic ...

Phillips 66 (NYSE:PSX) J.P. Morgan 2024 Energy, Power & Renewables Conference June 18, 2024 10:55 AM ET Company Participants Mark Lashier - Chairman & CEO Conference Call Participants John Royall - J.P. Morgan John Royall All right. So, why don't we get started? We're happy to introduce Mark Lashier, Chairman and CEO of Phillips 66. Mark's been in the role since July of 2022. Prior to that, most recently, Mark ran the CPChem business and started his career, I think, with Phillips Petroleum in the late ‘80s. ...

Start Time: 09:10 January 1, 0000 9:35 AM ET Alcoa Corporation (NYSE:AA) JPMorgan Energy, Power and Renewables Conference June 18, 2024, 09:10 AM ET Company Participants Molly Beerman - EVP and CFO Conference Call Participants Unidentified Analyst Good morning, everyone, and welcome back to the 2024 JPMorgan Energy, Power and Renewables Conference. We are very grateful to be hosting Alcoa this morning, and we are joined by Molly Beerman, the company's CFO. And we have Jim Dwyer and Yolande Doctor from Inves ...

Chesapeake Energy Corporation (NASDAQ:CHK) JP Morgan Energy, Power and Renewables Conference Call June 18, 2024 9:10 AM ET Company Participants Domenic Dell’Osso - President and Chief Executive Officer Conference Call Participants Michael Johnson - JP Morgan Question-and-Answer Session Q - Michael Johnson Okay. Good afternoon. I'm Michael Johnson with JP Morgan. Pleased today to have a fireside chat with Nick Dell’Osso, CEO, longtime employee of Chesapeake Energy. Nick, thanks for coming today. I understand ...

Coterra Energy Inc. (NYSE:CTRA) Company Conference Call June 18, 2024 8:00 AM ET Company Participants Tom Jorden - President, Chief Executive Officer Conference Call Participants Arun Jayaram - JP Morgan Arun Jayaram Well, good morning and welcome to Day 2 of JP Morgan’s 9th Annual Energy Conference. My name is Arun Jayaram. I’m JP Morgan’s E&P and OFS analyst, and thrilled to have Coterra to lead off Day 2, thrilled to have President and CEO, Tom Jorden, and we’ll host a fireside chat today. We think that ...

EOG Resources, Inc. (NYSE:EOG) J.P. Morgan Energy, Power and Renewables Conference June 17, 2024 1:45 PM ET Company Participants Jeffrey R. Leitzell - EVP and COO Conference Call Participants Arun Jayaram - J.P. Morgan Arun Jayaram All right. Good afternoon, and welcome to day one of our Ninth Annual Energy Conference. Excited to have EOG Resources to kick-off our E&P presentations from day one. Joining us today is EOG's Resources EVP and COO, Jeff Leitzell, who's been one of the pioneers in the shale indus ...

Affirm Holdings, Inc. (NASDAQ:AFRM) CFO Fireside Chat June 14, 2024 12:00 PM ET Company Participants Zane Keller - Director of Investor Relations Michael Linford - Chief Financial Officer Conference Call Participants Ramsey El-Assal - Barclays Zane Keller Okay, it looks like we've got most of the people that registered for the event. So I think we'll go ahead and get started. So good day, everyone. Thank you again for dialing into our quarterly fireside chat with our Chief Financial Officer Michael Linford. ...

us. With me on the call today are Shantanu Narayan, Adobe's Chair and CEO, David Udwani, President of Digital Media, Anil Chakravarthy, President of Digital Experience, and Dan Dern, Executive Vice President and CFO. On this call, which is being recorded, we will discuss Adobe's second quarter fiscal year 2024 financial results. You can find a press release as well as PDFs of our prepared remarks and financial results on Adobe's Investor Relations website. The information discussed on this call, including o ...