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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 ...
New Trump appointee Miran calls for half-point cut in only dissent as rest of Fed bands together
CNBC· 2025-09-18 02:19
Stephen Miran, chairman of the Council of Economic Advisers and US Federal Reserve governor nominee for US President Donald Trump, arrives for a Senate Banking, Housing, and Urban Affairs Committee confirmation hearing in Washington, DC, US, on Thursday, Sept. 4, 2025. The Senate Banking Committee's examination of Stephen Miran's appointment will provide the first extended look at how prominent Republican senators balance their long-standing support of an independent central bank against loyalty to their pa ...
Fed approves quarter-point interest rate cut and sees two more coming this year
CNBC· 2025-09-18 02:00
Newly-installed Governor Stephen Miran was the only policymaker voting against the quarter-point move, instead advocating for a half-point cut.In an 11-to-1 vote signaling less dissent than Wall Street had anticipated, the Federal Open Market Committee lowered its benchmark overnight lending rate by a quarter percentage point. The decision puts the overnight funds rate in a range between 4.00%-4.25%.WASHINGTON – The Federal Reserve on Wednesday approved a widely anticipated rate cut and signaled that two mo ...
Live Nation CEO says demand is unmistakable, but concert tickets are still relatively underpriced
CNBC· 2025-09-18 01:33
Live Nation CEO Michael Rapino and Smith Entertainment Group CEO Ryan Smith said this week live events are more central than ever to culture and commerce in a post-pandemic world. The executives spoke at CNBC Sport and Boardroom's Game Plan conference on Tuesday, saying the demand for in-person events has been unmistakable. "No matter what you bring to that table that day, you unite around that one shared experience," Rapino said. "For those two hours, I tend to drop whatever baggage I have and have a share ...
StubHub's stock opens at $25.35 in NYSE debut after ticket seller's long-awaited IPO
CNBC· 2025-09-18 00:20
Eric Baker, co-founder and CEO of Ticket reseller StubHub, rings the opening bell during his company’s IPO at the New York Stock Exchange in New York City, U.S., September 17, 2025.StubHub shares opened at $25.35 in their New York Stock Exchange debut on Wednesday after the online ticket seller priced its IPO in the middle of its expected range. The pricing late Tuesday at $23.50 per share raised $800 million for the company, now trading under ticker symbol "STUB."StubHub's long-awaited IPO comes after the ...
StubHub CEO says recent change to all-in ticket prices will dent revenue
CNBC· 2025-09-17 23:39
Eric Baker, co-founder and CEO of ticket reseller StubHub, poses outside the New York Stock Exchange in New York City, U.S., Sept. 17, 2025.StubHub CEO Eric Baker said Wednesday that recently introduced federal regulations around transparent ticket pricing will cause a "one-time" hit to its financial results.Revenue is expected to dip year over year as consumers digest the new rules, Baker told CNBC, which require online ticket sellers to prominently show the total cost upfront."We've seen this in states li ...
Bessent made mortgage claims similar to ones Trump cited to try to fire Fed's Cook: Report
CNBC· 2025-09-17 23:25
Scott Bessent, US treasury secretary, during a Bloomberg Television interview in New York, US, on Wednesday, Aug. 13, 2025.Treasury Secretary Scott Bessent once agreed to call two different houses his "principal residence" at the same time — a similar claim to the one that President Donald Trump cited when he tried to fire Federal Reserve Governor Lisa Cook, according to a report Wednesday.Documents show that on the same day in September 2007, Bessent agreed that homes in both Bedford Hills, New York, and P ...
Is Amazon on the verge of an OpenAI moment with its big investment in Anthropic?
CNBC· 2025-09-17 23:23
Amazon could very well be nearing its own "OpenAI moment" with its deepening alliance and investment in Anthropic — the startup behind the wildly popular generative AI chatbot Claude. Similar to Microsoft 's $14 billion investment and partnership with ChatGPT creator OpenAI, which has become one of the most important tech companies in the world, Amazon has poured $8 billion into Anthropic and locked down business ties that could dramatically reshape the future of its Amazon Web Services cloud business. Afte ...