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Nvidia's Jensen Huang says Nintendo Switch 2 has dedicated AI processors
CNBC· 2025-06-03 22:51
An attendee wearing a cow costume while playing Mario Kart World by Nintendo Switch 2 during the Nintendo Switch 2 Experience at the ExCeL London international exhibition and convention centre in London, Britain, April 11, 2025.Nvidia CEO Jensen Huang on Tuesday talked up the capabilities of Nintendo's new Switch 2, days before the long-awaited console is set to hit store shelves.In a video posted by Nintendo, Huang called the chip inside the Switch 2 "unlike anything we've built before.""It brings together ...
McDonald's is bringing back the snack wrap to U.S. restaurants next month
CNBC· 2025-06-03 22:31
McDonald's snack wraps will return to U.S. restaurants next month as the fast-food giant looks to boost sales after a sluggish start to the year.McDonald's introduced snack wraps nearly two decades ago but discontinued the item in 2016 because it slowed its kitchens down too much. Some franchisees kept snack wraps around until 2020, when McDonald's slashed its menu during pandemic lockdowns to keep service running as smoothly as possible. Snack wraps disappeared along with salads and parfaits.McDonald's cus ...
AI on verge of eight-hour job shift without burnout or break. Is 24-hour AI workday next?
CNBC· 2025-06-03 22:29
行业趋势 - 用户行为正在从传统搜索引擎转向AI聊天工具 72岁的退休用户Jan Williamson表示现在定期使用ChatGPT获取各类信息而非Google [1] - AI模型存在工作时长限制 Anthropic旗下Claude 4突破性实现连续工作7小时 远超当前行业标准(秒级/分钟级任务处理) [3][4][5] - 24小时AI工作制成为行业新议题 但需权衡算力成本、环境代价等因素 [10][13] 技术突破 - 上下文窗口(token)容量决定AI工作持久性 Claude Opus 4支持20万token 是ChatGPT(12.8万token)的1.56倍 [7] - 算力消耗是核心制约因素 维持AI稳定输出需要高端GPU/TPU全负荷运行 伴随高昂冷却及电力成本 [6][11] - 性能衰减机制 当token限额用尽时需重置上下文窗口 长期对话会导致早期指令遗忘和响应质量下降 [8][9] 商业考量 - Anthropic可能设置超级会话成本上限 无节制运行将导致财务风险 [12] - 环境成本凸显 水冷需求激增可能加剧水资源短缺问题 [12] - 技术伦理争议 行业需主动设定合理限制而非被动接受强制约束 [13]
Peloton launching resale market for used bikes, treadmills
CNBC· 2025-06-03 22:11
Peloton on Tuesday launched its own marketplace for reselling used equipment and gear as the company looks to capitalize on the many bikes and treadmills collecting dust in people's homes. The platform, dubbed Repowered, will allow members to post listings for their used Peloton equipment and gear and set a price with help from a generative AI tool, the company said.Sellers have the final say on how much to list the item for, but the AI tool will suggest a price based on information about the product, such ...
Dollar General shares jump 15% as discounter raises full-year forecast, shakes off tariff fears
CNBC· 2025-06-03 22:09
Shares of Dollar General jumped more than 15% on Tuesday as the discounter raised its outlook despite fears that higher tariffs will hurt consumer spending, as more middle- and higher-income shoppers sought deals.The Tennessee-based retailer beat quarterly expectations for revenue and earnings. The company said it now anticipates net sales will grow about 3.7% to 4.7%, compared to its previous expectation of about 3.4% to 4.4%. It expects diluted earnings per share to range from $5.20 to $5.80, compared to ...
Ford reports 16% sales increase in May amid employee pricing, tariffs
CNBC· 2025-06-03 21:20
Salesman Walter Silva (R) helps Alexis Lechanet shop for a Ford vehicle at Metro Ford on May 6, 2025 in Miami, Florida.DETROIT — Ford Motor on Tuesday reported a 16.3% year-over-year U.S. sales increase for May, as the automaker continues an employee pricing program amid rising tariff costs and vehicle price increases.Sales for the Detroit automaker were led by a 17.2% increase in its vehicles with traditional internal combustion engines, as well as a roughly 29% jump in hybrid models. Those gains offset a ...
Alaska Airlines to make Europe debut with Rome flights next year
CNBC· 2025-06-03 21:00
公司动态 - 阿拉斯加航空计划明年开通首条欧洲航线 从西雅图直飞罗马 [1] - 新航线将于明年5月开始运营 今年秋季开始售票 [2] - 每周四班航班将使用波音787-9梦想飞机执飞 [2] 战略发展 - 公司通过收购夏威夷航空获得远程飞机机队 从而具备开通远程国际航线能力 [1] - 计划到2030年底前从西雅图枢纽新增一系列长途国际目的地 [2] - 公司致力于将西雅图打造成全球门户枢纽 服务主要需求市场 [2]
Meta signs nuclear power deal with Constellation Energy
CNBC· 2025-06-03 18:31
Meta与Constellation Energy的核能采购协议 - Meta与Constellation Energy签署20年协议,自2027年6月起购买伊利诺伊州克林顿清洁能源中心核电站的1.1吉瓦电力,占该核反应堆全部输出 [1][2] - 协议将支持该核电站持续运营及重新许可,避免其因2017年依赖的零排放信用到期而关闭 [2] - 协议条款未披露,但将核电站输出扩大30兆瓦,电力不直接供应Meta数据中心,而是接入区域电网以支持其100%清洁电力目标 [3] 科技巨头与核能行业的合作趋势 - 微软与Constellation签订20年协议购买三哩岛核电站电力,该电站曾发生美国最严重核事故 [4] - 谷歌承诺资助三个新核电站开发,并与小型模块化反应堆开发商Kairos Power合作 [5] - 亚马逊2023年10月投资超5亿美元开发小型模块化反应堆,2024年3月收购由萨斯奎哈纳核电站供电的数据中心园区 [5] - Meta、谷歌、亚马逊等科技公司联合世界核协会签署倡议,呼吁全球核能到2050年增长两倍 [5] Meta的核能战略布局 - 此次协议是Meta首次正式涉足核能领域 [6] - 2023年12月Meta发布提案寻求与美国先进核能开发商合作,计划新增1-4吉瓦核能发电能力,与克林顿核电站项目独立 [6] - Meta全球能源主管表示核能是推进AI雄心的关键,支持克林顿核电站运营有助于强化美国能源领导地位 [7] 美国核能政策与行业动态 - 前总统特朗普签署行政令加速核能部署,目标2050年前将美国核能翻两番,要求改革核管理委员会并建立国内核燃料供应链 [7] - 白 House 推动加快反应堆监管审批,包括小型模块化反应堆,以解决高成本与长建设周期问题 [8] - Constellation考虑向核管理委员会申请新许可,可能在克林顿厂址建设小型模块化反应堆 [9]
Uber delivery chief Gore-Coty is leaving after almost 13 years at ride-hailing company
CNBC· 2025-06-03 04:56
高管变动 - Uber元老级高管Pierre-Dimitri Gore-Coty离职 其在公司任职近13年 曾担任欧洲中东区移动业务副总裁 2021年起任配送业务高级副总裁 [1][2] - CEO Dara Khosrowshahi评价其为"Uber全球移动业务扩张的推动者" 并在疫情初期接管Uber Eats业务 [2] - 接任者Andrew Macdonald晋升为首席运营官 将统管全球移动、配送及自动驾驶业务 同时负责会员、客户支持等跨平台职能 [3] - Macdonald是Uber现任高管团队中司龄最长者 2012年5月加入 比Gore-Coty早4个月 [4] 公司业绩与股价 - 公司股价周一收盘报83.64美元 盘后交易基本持平 年内累计上涨39% 同期纳斯达克指数持平 [4] - 上季度财报显示盈利超预期但营收未达预期 [5] 监管动态 - 美国联邦贸易委员会上月起诉Uber 指控其Uber One订阅服务存在"欺诈性收费和取消政策" [5] - CEO称该诉讼"令人费解" [5]
Robinhood's $200 million Bitstamp deal takes it beyond retail trading
CNBC· 2025-06-03 04:10
收购交易 - Robinhood以2亿美元全现金收购Bitstamp [1][2] - 交易使公司获得超过50个活跃的加密货币牌照 覆盖欧洲、英国和亚洲市场 [2] - 收购填补了公司在机构客户基础方面的空白 [2] 战略转型 - 标志着公司从零售交易向机构加密货币业务的战略延伸 [1][3] - 获得关键基础设施包括机构资金流、借贷和质押服务以及白标加密即服务产品 [3] - 整合Bitstamp的订单簿系统、高级API等现有产品 避免从零开始 [4] 业务协同 - 结合Robinhood的美国零售市场优势与Bitstamp的机构产品线 [4] - 重点发展托管、价格发现和结算等机构级系统能力 [3] - 公司自2018年开展加密交易业务 2021年曾推动迷因币热潮 [4] 行业趋势 - 监管明确化推动更多机构资金进入加密货币领域 [5] - 数字资产金融新阶段特征为监管强化、机构资本参与和跨境竞争 [4]