Meta and Anduril, the defense-tech startup founded by Palmer Luckey, announced Thursday that they've formed a partnership to create virtual and augmented reality devices intended for use by the U.S. army.The partnership represents a major step by Meta to supply cutting-edge technology to the government in addition to working once again with Luckey, who sold his Oculus VR startup to the social media company for $2 billion in 2014.Luckey and Meta had an acrimonious split, with the Anduril founder telling CNBC ...

Amazon CEO Andy Jassy speaks during an Amazon Devices launch event in New York City, U.S., February 26, 2025.Amazon's devices unit has a new team tasked with inventing "breakthrough" consumer products that's being led by a former Microsoft executive who helped create the Xbox.The ZeroOne team is spread across Seattle, San Francisco and Sunnyvale, California, and is focused on both hardware and software projects, according to job postings from the past month. The name is a nod to its mission of developing em ...

DETROIT — Jeep on Thursday revealed the first details and image of its new Cherokee SUV, which the company expects to assist in the brand's turnaround when it arrives later this year.The Stellantis brand said the new midsize SUV will feature a hybrid powertrain option but declined to specify if it would be a traditional hybrid or plug-in hybrid electric vehicle (PHEV), which the company currently offers on several SUVs."The all-new Jeep Cherokee headlines our efforts to deliver more product, innovation, cho ...

Marc Benioff, Chairman & CEO of Salesforce, speaking on CNBC's Squawk Box outside the World Economic Forum in Davos, Switzerland on Jan. 22nd, 2025.Salesforce shares slumped about 6% despite topping Wall Street's fiscal first-quarter estimates and lifting its full-year guidance due to artificial intelligence tailwinds.The sales and customer service software giant said it now expects $11.27 to $11.33 in adjusted earnings per share and $41.0 billion to $41.3 billion in revenue for the fiscal year. That's up f ...

In this articleNVDAwatch nowNvidia reported strong fiscal first-quarter earnings on Wednesday.Wall Street was pleased with Nvidia's continued sales growth, which hit 69% during the quarter. The company's data center division continues to surge as companies, countries, and cloud providers snap up Nvidia graphics processors, or GPUs, for artificial intelligence software."The team continues to maintain a 1- 2 step lead ahead of competitors with its silicon/hardware/software platforms and a strong ecosystem, an ...

公司管理层与战略调整 - 新任CEO Lip-Bu Tan拥有12年Cadence Design Systems管理经验及40年半导体行业投资运营背景，其广泛人脉被CFO称为"行业独一无二"[1][2][3] - Tan上任后立即启动高强度客户接触，单日会晤22家潜在客户与合作伙伴，并自购2500万美元公司股票以表信心[2][11] - 核心战略聚焦晶圆代工转型，强调采用工业标准EDA工具并简化客户技术对接流程，目标挑战台积电行业地位[12][14][18] - 内部推行组织扁平化改革，CEO直接管理15-17个部门以提升决策效率，计划9月前实施每周4天到岗政策[26][25] 财务与业务转型 - 2021-2024年累计投入900亿美元建设晶圆厂，2025年资本支出预计达180亿美元[5] - 前CEO Gelsinger因投资回报未达预期离职，当前股价较2020年峰值下跌70%，新任管理层面临快速重建投资者压力[3][6] - 计划本季度启动新一轮裁员（未披露具体数量），2024年8月已宣布裁员1.5万人[23] 技术竞争与市场挑战 - 传统CPU业务受双重挤压：Nvidia GPU主导AI芯片市场，AMD在服务器芯片份额持续提升[8] - 18A制程技术原为内部需求开发，需改造为代工标准，下一代14A技术将专门为外部客户设计[16][17][18] - 行业分析师指出需争取Nvidia/苹果等级大客户订单才能实质性改变市场认知[13] 行业活动与客户关系 - 4月Foundry Direct Connect活动重点展示电源/封装技术优势，Synopsys/Cadence等合作伙伴站台支持[14][15] - 代工业务面临TSMC建立的行业标准挑战，公司正改进PDK工具以降低客户迁移成本[18][19] - 客户反馈机制从"产品导向"转为"服务导向"，Cadence现任CEO指出这是英特尔商业模式的根本转变[20]

航空公司合作 - 美联航与捷蓝航空宣布建立名为"Blue Sky"的合作伙伴关系 允许双方常旅客计划互通里程累积 并共享精英会员权益如优先登机和更宽敞座位 [1][2] - 合作部分内容将于2023年秋季启动 但具体时间表和财务条款未披露 [2] 市场竞争策略 - 捷蓝航空管理层长期主张需通过合作对抗美联航和达美航空等大型航司 [3] - 此次合作未涉及航班时刻协调 区别于此前被反垄断法叫停的美航东北联盟 也不同于被法院否决的收购精神航空计划 [3] 行业影响 - 捷蓝航空CEO称此次合作为"行业大胆举措" 通过两家客户导向型航司联合 为旅客提供更多选择并提升网络价值 [4]

Jensen Huang, co-founder and CEO of Nvidia, during the Computex conference in Taipei, Taiwan, on May 20, 2025.Nvidia shares jumped in premarket trading on Thursday after posting a positive set of earnings, sparking a rally in global semiconductor stocks.Shares of Nvidia were 5.22% higher at 05:06 a.m. ET after the company posted better-than-expected earnings and revenue on Wednesday, even as it took a hit from U.S. semiconductor export restrictions to China.Nvidia has been seen by investors as a bellwether ...

政府任职 - 特斯拉CEO埃隆·马斯克在特朗普政府担任政府效率部门负责人，任务是削减联邦政府规模 [1] - 马斯克作为特殊政府雇员，每年可在政府工作130天，截至5月底已满130天 [2] - 马斯克感谢特朗普提供减少浪费性支出的机会 [1] 业务重心 - 马斯克计划将更多精力投入到特斯拉、SpaceX和人工智能初创公司xAI的业务中 [2] - 马斯克表示政府效率部门的使命将随时间推移而加强，成为政府的一种生活方式 [2]

Jensen Huang, co-founder and CEO of Nvidia Corp., speaks during a news conference in Taipei on May 21, 2025. Cheng / AFP) (Photo by I-HWA CHENG/AFP via Getty Images)As pleased as Wall Street was with Nvidia's quarterly results on Wednesday, CEO Jensen Huang said the company is leaving billions of dollars in revenue on the table because it can no longer sell to China."The $50 billion China market is effectively closed to U.S. industry," Huang told analysts at the beginning of his prepared remarks on the earn ...