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Workday CEO says AI is a 'tailwind' for the enterprise software company
CNBC· 2025-09-18 08:34
Workday CEO Carl Eschenbach told CNBC's Jim Cramer on Wednesday that the rise of artificial intelligence is positive for his company, pushing back against what he called a "narrative out there that AI is eating the software world.""For some people, AI may be a headwind. For Workday, it's a tailwind," Eschenbach said. "We have 75 million users on our platform. We have one of the most highly-curated sets of data in the industry that we get to train off of."Workday is an enterprise software outfit that offers ...
Mark Zuckerberg unveils $799 Meta Ray-Ban Display glasses
CNBC· 2025-09-18 08:28
产品发布 - Meta在Connect开发者大会上发布首款消费者就绪的智能眼镜Meta Ray-Ban Display 售价799美元[1] - 新款智能眼镜配备透明镜片数字对象显示功能 可通过神经技术驱动的腕带进行手势控制[2] - 产品定位介于纯音频版Ray-Ban Meta智能眼镜与实验性Orion增强现实眼镜之间 后者需配合无线计算模块使用且成本高昂尚未面向消费者[3] 合作伙伴关系 - 自2019年起与眼镜巨头EssilorLuxottica联合开发智能眼镜 并于去年续签长期合作协议[4] 运动款智能眼镜 - 同步推出面向高强度运动人群的Oakley Meta Vanguard智能眼镜 售价499美元 较6月发布的HSTN型号涨价100美元[5] - 采用包裹式镜片设计 镜框底部增设按钮便于佩戴头盔时操作 电池续航达9小时 支持3K视频拍摄和Garmin健身手表联动[6][7] - 配备比前代更响亮的扬声器 可通过Meta AI助手监测心率等数据 今日开启预售[7] 迭代产品更新 - 推出Ray-Ban Meta第二代产品 售价从299美元上调至379美元 电池续航翻倍至8小时[8] - 新一代产品配备更强大的摄像头 支持3K超高清视频拍摄 即日上市[8]
Asia-Pacific markets trade mixed after Fed cut rates as expected
CNBC· 2025-09-18 08:13
Japan's benchmark Nikkei 225 rose nearly 0.6% at the open to a record high Thursday, led by gains in the real estate and technology sectors. The gains were led by chemical company Resonac Holdings, which jumped 10%, semiconductor manufacturer Screen Holdings, which added 4.5%, and industrial electronics manufacturer Tokyo Electron, which gained 3.9%.Other Asia-Pacific markets traded mixed after the Federal Reserve lowered its benchmark rate as expected on Wednesday, with Fed Chairman Jerome Powell framing t ...
Netskope seeks $7.3 billion valuation after cybersecurity firm prices shares at $19
CNBC· 2025-09-18 07:18
Cybersecurity company Netskope is eying a $7.3 billion valuation after pricing shares at $19 for its upcoming IPO, at the top end of its expected range.Netskope will start trading on Thursday on the Nasdaq under the ticker symbol "NTSK." The share sale raised $908.2 million.Earlier this week, Netskope lifted its expected pricing range to between $17 and $19 a share, up from an original range of $15 to $17. The company revealed plans to go public last month.Netskope's offering comes amid a hot period for IPO ...
The Fed's interest rate cut doesn't upended broad market themes, Jim Cramer says
CNBC· 2025-09-18 06:57
CNBC's Jim Cramer warned investors not to make major market moves based solely on the Fed's interest rate decisions, suggesting major market themes have not really changed in the wake of the central bank's Wednesday meeting."While we could've gotten more dovish languish from Powell, of course...No big themes were upended. No longer-term gains were put on hold. In the end, everybody with half a brain knew we'd get a quarter point cut," he said, adding that the uneven market action following the Fed's meeting ...
ABC pulls 'Jimmy Kimmel Live' off air 'indefintely' over Charlie Kirk comments
CNBC· 2025-09-18 06:49
On Tuesday, May 13, 2025 at North Javits in New York City, an incredible roster of all-star talent will tout their connections to storytelling, Disney, and each other while showcasing their latest projects for the upcoming year.ABC on Wednesday night pulled the "Jimmy Kimmel Live!" late-night show off the air "indefinitely" after controversial comments by its host about the slain conservative activist Charlie Kirk, and hours after the head of the Federal Communications Commission suggested ABC's broadcast l ...
Here are five key takeaways from the Fed's big interest rate decision
CNBC· 2025-09-18 05:24
The Federal Reserve on Wednesday delivered on a widely anticipated quarter percentage point interest rate cut that will take its benchmark down to a target range of 4%-4.25%, its lowest in nearly three years. In addition, the central bank's Federal Open Market Committee provided signals of what's down the road."Maybe they circled the wagons a little bit saying, 'You know, this new guy Miran's coming in, it's obvious what his agenda is. Let's pull together here and make sure he knows what we're about and we' ...
AI startup Nscale came out of nowhere and is blowing away Nvidia CEO Jensen Huang
CNBC· 2025-09-18 04:57
公司背景与发展历程 - 英国人工智能基础设施提供商Nscale两年前为未融资的初创企业 去年12月完成1.55亿美元A轮融资[2] - 公司原属加密货币矿业基础设施企业Arkon Energy 于2022年底ChatGPT发布后分拆成立 专注AI算力需求[6] - 2023年5月结束隐身模式 首项公开合作是与阿联酋Open Innovation AI部署3万颗GPU 同期收购高性能计算数据中心企业Kontena[18] 战略合作与重大项目 - 与微软及挪威Aker集团签署62亿美元五年期协议 在欧洲建设超大规模AI基础设施[4] - 为OpenAI挪威Stargate数据中心项目承诺投资10亿美元 目标在2027年前部署10万颗英伟达GPU[5] - 与微软合作建设英国最大超算中心 首批配备23,040颗Blackwell GPU 2027年Q1交付 初始AI算力50兆瓦可扩展至90兆瓦[12][13] - 与英伟达、CoreWeave共同获得英国政府150亿美元AI基础设施投资支持[16] 融资与资本运作 - 获得英伟达6.83亿美元股权投资 累计融资额接近7亿美元[3][17] - 2024年12月完成1.55亿美元A轮融资 由Sandton Capital Partners领投[20] - 2024年初通过高盛主导的私募信贷尝试筹集18亿美元资金[23] 技术布局与产能规划 - 采用垂直整合模式 结合数据中心空间、电力与GPU资源提供端到端AI基础设施服务[7] - AI数据中心管道容量从300兆瓦增至1.3吉瓦 目标2027年底运行35万颗GPU[20] - 计划2025年底部署5万颗GPU 2026年底达到15万颗[24] 市场竞争与行业定位 - 类似模式企业CoreWeave市值达580亿美元 运营25万颗GPU 拥有2.2吉瓦容量[7][21] - 致力于解决欧洲算力不足和市场碎片化问题 推动"欧洲自主AI基础设施"建设[8] - 成为英国AI行动计划关键执行方 支持欧洲"主权AI"战略实施[8] 产品与服务演进 - 初始采用AMD GPU 现阶段主要推广英伟达解决方案[19] - 与亚洲电信公司Singtel合作推出"GPU即服务" 覆盖欧洲与东南亚市场[19] - 通过收购Kontena增强高性能计算数据中心专业能力[18]
Cracker Barrel says company is focusing on 'guest experience' after rebrand backlash
CNBC· 2025-09-18 04:35
In an aerial view, a Cracker Barrel sign featuring the old logo hangs on a sign outside of a restaurant on Aug. 27, 2025 in Florida City, Florida.Cracker Barrel Old Country Store said Wednesday the restaurant chain is focusing on enhancing its experiences for guests after it faced intense backlash over an attempted rebrand earlier this summer.The company reported mixed fiscal fourth-quarter earnings Wednesday afternoon, and CEO Julie Masino said the company is "optimistic" about its future as it heads into ...
As U.S. jobs disappear, the Federal Reserve returns to rate cuts
CNBC· 2025-09-18 03:16
It's getting harder to find work in the United States. U.S. businesses added just 22,000 jobs from July to August, according to the Bureau of Labor Statistics, and massive revisions to federal jobs data show that the pace of hiring was notably low in summer 2025. "Gone are the days of 200,000 jobs every month," said Gregory Daco, chief economist at consulting firm EY-Parthenon. "We're likely to be in an environment where job growth is hovering around zero, essentially."Experts said the slowdown in hiring is ...