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Rivian goes big on autonomy, with custom silicon, lidar, and a hint at robotaxis
TechCrunch· 2025-12-12 01:20
Rivian detailed Thursday how it plans to make its electric vehicles increasingly autonomous — an ambitious effort that includes new hardware, including lidar and custom silicon, and eventually, a potential entry into the self-driving ride-hail market, according to CEO RJ Scaringe.The announcements at the company’s first “Autonomy & AI Day” event in Palo Alto, California shed fresh light on Rivian’s technology development, much of which has been kept undercover as it pushes to begin production of its more af ...
Ford and SK On are ending their U.S. battery joint venture
TechCrunch· 2025-12-12 00:11
In Brief Four years ago, Ford and South Korean battery maker SK On struck a deal to form a joint venture and spend $11.4 billion to build factories in Tennessee and Kentucky that would produce batteries for the next generation of electric F-Series trucks.The factories live on; the joint venture will not. SK On, a subsidiary of SK Innovation, said Thursday it reached an agreement with Ford to end the joint venture. The two companies will divide the assets: Ford will take ownership and operation of the twin ...
Disney signs deal with OpenAI to allow Sora to generate AI videos featuring its characters
TechCrunch· 2025-12-11 23:21
The Walt Disney Company announced on Thursday that it has signed a three-year partnership with OpenAI that will bring its iconic characters to the company’s Sora AI video generator. Disney is also making a $1 billion equity investment in OpenAI.Launched in September, Sora allows users to create short videos using simple prompts. With this new agreement, users will be able to draw on more than 200 animated, masked, and creature characters from Disney, Marvel, Pixar, and Star Wars, including costumes, props, ...
Nvidia is reportedly testing tracking software as chip smuggling rumors swirl
TechCrunch· 2025-12-11 06:06
英伟达开发芯片定位软件 - 公司据称正在测试一款软件 该软件能够追踪其人工智能芯片的地理位置[1] - 该定位验证技术通过追踪计算性能 并利用服务器间的通信延迟来感知芯片所在国家[1] - 该软件将首先应用于Blackwell架构芯片 并且对客户是可选的[2] 关于芯片走私的报道与公司回应 - 近期有多份报告称 中国的DeepSeek AI模型是在走私的英伟达Blackwell芯片上训练的[2] - 公司回应称 未看到此类走私的证据 也未收到关于为欺骗公司及其OEM合作伙伴而构建“幽灵数据中心”的实质性信息或线索[3] - 公司表示 尽管此类走私行为看似牵强 但仍会追查收到的任何线索[3] 对华销售许可的最新进展 - 公司刚刚获得美国政府的批准 可从本周一开始向中国经批准的客户销售其H200 AI芯片[4] - 该公告仅涉及较旧的H200芯片 并不包含公司最新的Blackwell架构芯片[4]
CEO of South Korean retail giant Coupang resigns after massive data breach
TechCrunch· 2025-12-11 05:06
In Brief Park Dae-jun has resigned as chief executive of South Korean retail giant Coupang after a data breach exposed the personal information of more than half of the country’s population.In a statement, Park apologized for the breach, citing a “deep sense of responsibility for the outbreak and the subsequent recovery process.” Coupang has replaced Park with Harold Rogers, the top lawyer at Coupang’s U.S.-based parent company, according to a machine translation of the company statement.The retail giant, ...
Amazon now offers same-day delivery of perishable groceries in 2,300 US cities
TechCrunch· 2025-12-10 23:14
服务覆盖与扩张 - 公司宣布其生鲜杂货当日达服务现已覆盖美国超过2300个城镇 [1] - 公司计划在2026年将该服务扩展至更多城市 [1] 服务推出背景与竞争格局 - 公司于8月首次推出通过当日达服务订购生鲜商品的能力 [1] - 此举被视为公司旨在快速商业领域与Instacart和Walmart+更直接竞争 [1] 商品品类与订单构成 - 客户订购的品类包括新鲜水果、蔬菜、乳制品、肉类、海鲜、烘焙食品、冷冻食品、电子产品、书籍、主食零食以及纸巾和牙膏等日常家居必需品 [2] - 在快速配送订单中,生鲜杂货目前占据了十大最常订购商品中的九项 [3] 物流与质量保障 - 公司通过其“专业温控履约网络”确保易腐商品完好送达 [3] - 订单在抵达和出发前需经过六点质量检查 [3] - 对温度敏感的产品使用保温袋进行配送 [3] 畅销商品与销售表现 - 当日达服务最畅销的商品包括香蕉、哈斯牛油果、草莓、蜜脆苹果、青柠、蓝莓、黑莓、有机香蕉、脐橙和卫生纸 [4] - 自1月以来,易腐杂货的销售额增长了30倍 [4] - 在当日达订单中添加生鲜杂货的客户购物频率约为不添加者的两倍 [4] 服务定价与会员权益 - 对于Prime会员,订单金额超过25美元可享受免费当日达服务 [5] - 若订单未达最低金额,订阅会员仍可选择支付2.99美元费用使用当日达服务 [5] - 非Prime会员可使用该服务,费用为12.99美元,无订单金额限制 [5] 商品选择与合作伙伴 - 自8月以来,公司为当日达服务提供的易腐商品选择增加了超过30% [5] - 服务已包含来自全食超市的数千种热门商品 [5]
Amazon to invest additional $35B in India by 2030, taking total planned spending to $75B
TechCrunch· 2025-12-10 20:32
Amazon said on Wednesday it will invest an additional $35 billion in India by 2030, taking its total planned commitment in the country to about $75 billion as it expands its retail and cloud operations in the South Asian nation.The e-commerce giant said the new investment will support its efforts to digitize small businesses and strengthen its logistics and operations footprint in India. The company said it aims to enable AI access for up to 15 million small businesses and generate 1 million direct, indirec ...
Coreweave CEO defends AI circular deals as ‘working together'
TechCrunch· 2025-12-10 08:49
公司近期表现与市场反应 - 公司于3月完成年度最受期待但未达预期的IPO之一 随后在10月一项对业务合作伙伴Core Scientific的收购计划因目标公司股东质疑而失败 [1] - 公司股价自IPO以来大幅波动 IPO发行价为40美元 过去八个月一度攀升至150美元以上 但目前回落至约90美元 部分谨慎的批评者将其比作迷因股 [6] - 在周一宣布发行更多债务为数据中心建设融资后 公司股价下跌约8% [8] 管理层观点与战略定位 - 公司联合创始人兼CEO Michael Intrator为公司表现辩护 称其正在为云计算的构建和运行创造一种“新商业模式” 并暗示开拓新道路注定会遇到波折 [3] - CEO将股价的不稳定部分归因于IPO时机 称公司在特朗普总统关税生效前不久上市 面临整体经济的高度不确定性 [4] - 管理层认为公司是颠覆者 其引入的新商业模式和做法需要时间被市场接受 [9] 业务模式与财务运作 - 公司拥有极具价值的英伟达GPU集群 并以此作为抵押进行借贷 为业务提供资金 [3] - 公司最初是一家加密货币矿商 但迅速转型为向科技行业主要参与者提供“AI基础设施”的关键供应商 为AI开发者提供GPU [10] 合作伙伴关系与行业动态 - 公司与微软、OpenAI、英伟达、Meta等科技巨头建立了重要的合作伙伴关系 [10] - 公司近期宣布扩大与OpenAI的云合作伙伴关系 并计划进军联邦市场 旨在为美国政府机构和国防工业基地提供云基础设施 [11] - CEO谈及AI行业的“循环性”交易 即少数有实力的AI公司相互投资 他认为公司合作是为了应对供需关系的剧烈变化 [11] 收购与业务扩张 - 自IPO以来 公司持续进行收购以扩张业务 包括3月收购AI开发者平台Weights and Balances 随后收购通过强化学习帮助公司创建和部署AI智能体的初创公司OpenPipe [11] - 10月 公司还达成交易收购开源笔记本创建者Marimo以及另一家AI公司Monolith [11]
Rivian is building its own AI assistant
TechCrunch· 2025-12-10 04:11
Rivian has spent nearly two years building its own AI assistant, an effort that remains separate from its multi-billion dollar technology joint venture with Volkswagen, TechCrunch has learned.Rivian hasn’t revealed when it will put the AI assistant in consumers hands. However, in an interview earlier this year, Rivian’s software chief Wassym Bensaid told TechCrunch it was targeting the end of the year. The company will likely share more during its upcoming AI and Autonomy day, which will be live streamed st ...
Ford and Renault team up on cheaper EVs in a ‘fight for our lives'
TechCrunch· 2025-12-10 02:01
In Brief Ford CEO Jim Farley acknowledged the automaker is in “a fight for our lives in our industry” as it seeks to remain competitive in Europe amid pressure from Chinese competitors. One of its weapons to stave off those threats is a partnership with French automaker Renault Group.The two automakers announced an agreement Tuesday to bring two affordable Ford-branded electric vehicles to the European market in 2028. Ford will lead the design and Renault will assemble the vehicles at its factory in norther ...