As a former researcher in knowledge management, many years ago I took interest in eGain Corporation (NASDAQ: EGAN ), a software provider of knowledge management solutions. However, I could never reconcile what sounded like a solid business story with the relatively poor performanceDr. Duru has blogged about financial markets since the year 2000. A veteran of the dot-com bubble and bust, the financial crisis, and the coronavirus pandemic, he fully appreciates the value in trading and investing around the ext ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: ChatGPT creator OpenAI has appointed the former finance chief of xAI, Mike Liberatore, to the role of business finance officer (BFO) for AI infrastructure, effective Tuesday, a company spokesperson confirmed to CFO Dive via email. Liberatore will report to OpenAI CFO Sarah Friar in the new role, and will “focus on supporting the team charged with scaling OpenA ...

核心观点 - 网络安全、人工智能和经济不确定性成为2025年内部审计部门最关注的三大风险领域 其中网络安全连续五年位列新兴风险首位 人工智能关注度急剧上升至第二位 经济不确定性成为新晋关键因素[1][2] - 超过85%的审计部门因技能短缺而依赖外部合作伙伴 主要缺口集中在网络安全、人工智能、IT审计和数据分析领域[3][4] 行业趋势 - 生成式人工智能正重塑审计策略、工具集和风险管理技能要求 成为审计行业第二大关注点[2] - 全球雇主第四季度招聘计划趋于谨慎 45%企业预计维持现有员工规模 为年初以来最高比例[9] 专业服务领域 - 专业服务公司提供财务与会计、内部审计、风险合规及税务领域的咨询、思想领导力、综合资源和高管寻访服务[5] - 全球人力资源解决方案公司为数十万组织提供人才招募、评估、发展和管理服务 覆盖超过70个国家和地区[6]

New cloud-based solution automates workflows and enhances commercial underwriting expertiseJERSEY CITY, N.J., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Verisk (Nasdaq: VRSK), a leading strategic data analytics and technology partner to the global insurance industry, today announced the launch of its Commercial GenAI Underwriting Assistant, a cloud-based solution designed to modernize commercial property underwriting. Powered by Verisk’s advanced data analytics and generative AI, this solution enables underwriters ...

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. 2025 has become the year of agentic AI, marking the latest advance in AI technology after the still-evolving generative applications that preceded it. This particular development not only is taking hold, but it’s reaching scale at a rapid pace. More than half (52%) of 3,466 senior corporate leaders at companies that use generative AI, surveyed by Google Cloud and National Rese ...

公司业务与市场定位 - Navitas主要生产氮化镓(GaN)和碳化硅(SiC)功率芯片 这些芯片比传统硅芯片速度更快 功耗更低 耐高温性更强 适用于电动汽车充电器 移动设备充电器 工业电机 太阳能逆变器和数据中心电源[4] - CoreWeave曾是以太坊矿工 在2018年加密货币崩盘后将其全部英伟达GPU重新用于远程处理AI任务 2022年投资1亿美元购买英伟达H100 GPU 并使用这些GPU作为抵押品获得更多资金购买更多GPU和建设数据中心[8] - CoreWeave在美国和欧洲拥有33个数据中心 运行超过25万个GPU 其最大客户包括微软 OpenAI和Meta Platforms 这些客户远程访问其GPU处理高要求的AI应用[9] 财务表现与增长前景 - Navitas 2023年收入增长超过一倍 但2024年仅增长5% 分析师预计2025年收入将下降42% 因宏观逆风导致其核心电动汽车 太阳能和工业客户调整库存[6] - CoreWeave收入从2022年的1600万美元飙升至2024年的19.2亿美元 分析师预计2024年至2027年收入复合年增长率为106% 达到172.7亿美元[10] - Navitas预计2027年收入跃升79%至9500万美元 但大规模生产用于英伟达数据中心的功率芯片要到2027年才开始[7] 估值与盈利能力 - Navitas市值12亿美元 以今年销售额的24倍交易 预计在可预见的未来将继续亏损[7] - CoreWeave市值607亿美元 以今年销售额的11倍交易 预计到2027年将实现盈利[10] - Navitas自2022年以来一直未实现GAAP盈利[6] 合作伙伴关系与竞争优势 - Navitas最近被英伟达选为其下一代数据中心提供更节能的芯片[1] - CoreWeave声称其专用云端GPU处理AI任务的速度比AWS等大型云基础设施平台快约35% 成本低80%[9] - 英伟达目前持有CoreWeave约2430万股[8] 股价表现与投资考量 - Navitas股价今年4月跌至历史低点1.52美元 5月与英伟达的合作推动股价上涨 目前交易价格约为6美元[2] - CoreWeave今年3月以40美元上市 目前已上涨近三倍至120美元[2] - CoreWeave的增长更强劲 直接面向AI市场 估值更低 而Navitas的销售增长计划可能因生产问题 延迟和其他不可预测因素而受阻[11]

While Wall Street fretted about Google losing the AI race to ChatGPT around three years ago, Alphabet (NASDAQ: GOOGL) quietly built something far more valuable: an empire worth US$3 trillion.The search giant just became the fourth company to reach this milestone, joining Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Apple (NASDAQ: AAPL) in tech’s most exclusive club.Here’s how Google’s parent turned doubters into believers – and why the best may be yet to come.Reason #1: The Invisible Empire Beneath ...

A strong track record of growth and a proven strategy will ensure its membership in this exclusive society.Advances in technology over the past two decades have shifted the landscape in terms of the world's most valuable companies. Once upon a time, industrial and energy stalwarts led the way, but those days are long gone.For instance, ExxonMobil and General Electric ruled the roost in 2005, with market caps $375 billion and $362 billion, respectively. Now, just 20 years later, technology leaders top the ch ...

Quantum Source’s photonic chip assembled in a small vacuum cell containing rubidium atoms.Quantum SourceQuantum Source today announced Origin, packaging its breakthrough technology in a basic building block of photonic quantum computer, promising to deliver fault-tolerant systems that operate at room temperature, fit within standard server racks, and scale to millions of qubits or fundamental units of quantum information. According to co-founder and CEO Oded Melamed, Quantum Source will ship Origin to selec ...

市值里程碑 - Alphabet加入3万亿美元市值俱乐部 此前仅有英伟达、苹果和微软达到这一水平 [1] - 3万亿美元市值被视为重要里程碑 但市场对巨型企业持续增长动能存疑 [1] 增长催化剂 - 美国司法部反垄断案解决后估值压制因素消除 公司资产保持完整 [2] - 与苹果的合作伙伴关系得以维持 成为股价上涨的重要推动力 [2] 业务前景 - 云计算业务未来两年可能实现翻倍增长 [3] - Oracle积压订单数据印证超大规模云服务商的增长潜力 [3] - 搜索业务保持稳定 云计算和YouTube同步增长支撑估值提升 [4] 发展潜力 - 若云计算业务持续扩张 市值有望向4万亿甚至6万亿美元迈进 [6] - 公司每月处理980万亿个token 过去12个月增长10倍 [7] - token使用量激增表明谷歌产品在生成式AI领域被广泛采用 [7] - 这一增长指标远超OpenAI等竞争对手 体现真实业务规模 [7]