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Trump's H-1B visa fee hike puts focus on skilled tech labor access
Yahoo Finance· 2025-09-22 13:25
(Reuters) -The Trump administration's proposed $100,000 fee for new H-1B visas widely used by tech firms to hire foreign talent could deal a blow to the sector that relies heavily on skilled workers from India and China. The announcement prompted some big tech companies and banks to warn employees to stay in the U.S. or quickly return. India was by far the largest beneficiary of H-1B visas last year, accounting for 71% of approved beneficiaries. Here are some analysts' views on the implications of the ...
CRWD's Position in Cybersecurity, A.I. & "Opportunity" Ahead
Youtube· 2025-09-22 13:00
Joining me now for a look across the cyber security space and beyond is Steve Kanig, US head of technology research, McQuary US Equity Research. Steve, thank you so much for joining us here at the big board. Good morning, Diane.Thanks for having us. It's good to see you. All right.Um, it feels like we are in such a different place than we were a little more than a year ago with a crowd strike. So, how would you describe just where things stand now and kind of this current state of affairs. Well, we certain ...
New Omdia Analysis Shows Agentic AI Outpacing Growth Rates of Traditional Generative AI
Businesswire· 2025-09-22 08:06
LONDON--(BUSINESS WIRE)-- #AI--The enterprise agentic AI software market is set to surge from $1.5 billion in 2025 to $41.8 billion by 2030, according to Omdia's latest Enterprise Agentic AI Software Market Forecast. This represents one of the fastest-growing segments in enterprise technology. The analysis shows agentic AI is significantly outperforming traditional generative AI at similar market stages. While generative AI's initial 5-year CAGR (2022-2027) is projected at 90%, agentic AI's forecast. ...
Moody's to Walmart: Corporate America Bets on Agentic
PYMNTS.com· 2025-09-22 08:00
The past week was arguably the most active on the agentic artificial intelligence (AI) front of the year. When you have companies as big as Google, Amazon and Zoom vying for the headlines, it can’t help but be a big week for innovation and adoption.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and ...
Tide Secures Strategic Investment from Leading Global Investor TPG
Businesswire· 2025-09-22 06:00
LONDON--(BUSINESS WIRE)--Tide, the UK's leading business management platform, today announced a strategic investment from TPG, a leading global alternative asset management firm. The investment raises Tide's valuation to $1.5 billion and marks a significant milestone in the Company's growth journey. The funding will accelerate Tide's international expansion, support rapid product development and advance its investment into agentic AI. The primary and secondary investment, which totals over $120. ...
迈向智能世界白皮书2025:智能体@AEI:Agentic Al,开启企业融合智简运维新范式
华为· 2025-09-21 03:17
报告行业投资评级 未提及 报告的核心观点 - AI是推动社会从信息化到数字化再到数智化的核心驱动力,企业正从数字化战略向数智化战略升级,Agentic AI将驱动企业数智化转型聚焦价值呈现 [10][11] - 企业数智化转型要求底层基础设施和运维体系变革,AEI具备群体智能、自智运维和智能原生特征,愿景是提升企业数智生产力,实现业务极高可用、极优体验、极简运营 [17][19] - 华为围绕数据中心和智慧园区提出解决方案,利用Agentic AI技术解决运维挑战,实现极优体验、极高可用、极简运营目标 [35][96] - 多个企业与华为合作的创新案例证明了Agentic AI在企业运维中的实际价值,未来全产业需共同努力推动企业AEI智能运维发展 [6][172] 根据相关目录分别进行总结 趋势与AEI概览 - Agentic AI推动企业从信息化到数字化再到数智化跃升,企业正从数字化战略向数智化战略升级 [9][10] - AI+新型ICT基础设施是企业数智化转型的基石,通过加速普及和变现实现业务创新和价值创造,华为预测了2030年的一些技术应用情况 [14][15] - Agentic AI时代下,企业ICT基础设施运维面临挑战,AEI应运而生,具备群体智能、自智运维和智能原生特征,愿景是实现业务极高可用、极优体验、极简运营,Agentic AI将重构企业运维模式 [16][19][21] 愿景、目标架构和总体规划 - 华为AEI愿景是构建融合智简的Agentic AI运维解决方案,助力企业业务极高可用、极优体验、极简运营 [22] - 华为AEI目标架构包括智能基础设施、智能数据中台、智能业务应用和Agentic AI运维系统,各部分协同实现自治运维 [24][26][31] - 华为AEI总体规划面向数据中心和智慧园区打造三大解决方案能力,分三个阶段逐步实现群体智能 [35][38][39] 价值场景与解决方案 数据中心 - 数据中心面临算力供给挑战,智算中心存在故障频发、定位修复时间长、资源利用率低和绿色低碳压力等问题,超算中心存在性能瓶颈、数据治理难题和能耗压力等问题,通算中心传统运维模式面临瓶颈 [42][47][49] - AEI@DC解决方案分智能基础设施层、Agentic AI运维系统层和业务平台及应用层,提出六大场景化运维解决方案 [51][52] - AEI@DC运维价值场景包括构建端到端故障闭环能力使能极高可用、驱动全栈联动协同调优使能极优体验、赋能企业精细化资源配置使能极简运营 [54] 智慧园区 - 智慧园区网络运维面临教育、医疗、金融、零售等行业的挑战,华为推出大中型园区和分支小型园区两大解决方案 [80][82][89] - 华为智慧园区解决方案核心是引入Agentic AI,构建智能运维中枢,实现极优体验、极高可用、极简运营 [96] 创新案例 - 某大型国有银行携手华为打造“1+1+N”多Agent智能运维与韧性架构,实现运维模式、技术、业务范式升级,降本增效和提升可靠性 [131][140] - 某头部保险公司联合华为打造智能运维样板,实现高可靠、高性能、易运维,支撑业务极高可用、极优体验、极简运营 [141][145] - 上科大携手华为打造“AI+教育”自智网络,通过网络数字地图和网络智能体实现数字化管理、智能化运维与网络自管理 [147][153] - 徐工机械携手华为构建NeoSight智能统一运维,大模型赋能提升运维效率,实现典型故障对话式运维和巡检报告一键生成 [155][157][164] - 杭州亮通基于iMasterCloud智能云管平台降本增效,扩大营收,实现一站式融合管理、大模型加持、体系化盘活存量 [166][167] 未来展望 - 到2027年、2030年、2035年我国将逐步实现智能化目标,企业AEI智能运维发展需要全产业共同努力 [172] - 建议全产业聚焦商业目标开展应用创新、鼓励企业加速智能化运维部署、构建产业协作平台、共同定义AEI目标画像 [172][173]
Tool-Integrated RL 会是 Agents 应用突破 「基模能力限制」 的关键吗?
机器之心· 2025-09-21 01:30
机器之心PRO · 会员通讯 Week 38 --- 本周为您解读 ③ 个值得细品的 AI & Robotics 业内要事 --- 1. Tool-Integrated RL 会是 Agents 应用突破 「基模能力限制」 的关键吗? 「Agent」的定义和定位衍生了哪些版本?为什么加强 Agent 推理能力需要「求诸外」?基于模仿学习的 TIR 方法为何要被 RL 取代?用 RL 做 TIR 也能「涌现」?基于 RL 的 TIR 离下一代 Agentic AI 还差哪些能力?... 2. 「一人公司」不强求,「Copilots 」更能填平 AI 产业落地的「Massive Delta」? 不止通用模型公司在烧钱,Vertical AI 也在疯狂卷融资?「裁人头」换 「agent 员工」是否是未来 AI 公司发展唯一解?「Copilots」和「AI-enabled Services」模式能否换来「Massive Delta」的新突破?从几百万到上亿美元融资,专注于医疗、金融、法律和客服等专业领域的 AI 初创谁能「笑到最后」?... 3. 从「装应用」到「即用即流」,生成式 AI 正在重塑软件开发? AI 能 ...
PayPal, Google and Mastercard are all in on agentic AI
Yahoo Finance· 2025-09-19 18:24
The announcements from PayPal, Google and Mastercard are about building the infrastructure for agentic commerce when it arrives, Aaron McPherson, principal at AFM Consulting LLC, told American Banker, noting there is not a lot of consumer demand for agentic commerce at this point, but there are "numerous problems to be solved."Mastercard additionally released Agent Sign-Up, which lets the card network's Agent Toolkit users identify AI agents and access AI-enabled Mastercard products. Other products are Insi ...
SoundHound AI Stock Is Down 27% in 2025. Where Could It Be at the End of 2026?
The Motley Fool· 2025-09-19 08:17
SoundHound AI is one of the most expensive stocks in the artificial intelligence industry right now -- it's even pricier than Nvidia.SoundHound AI (SOUN 3.37%) is a specialist in conversational artificial intelligence (AI). Some of the biggest brands in the world have adopted its software, propelling its stock to gain more than 835% in 2024. But it hasn't performed so well in 2025, with a 21% decline so far.SoundHound's momentum faded after investors learned that Nvidia (NVDA 3.52%) sold its entire stake in ...
亚马逊开建AGI实验室,一号位也是华人
36氪· 2025-09-19 08:03
但大家可能不知道,去年9月,它在旧金山成立了自己的AI实验室,Amazon AGI SF Lab(以下简称亚马逊AGI实验室)。 这标志着亚马逊的重大转型:从基础设施,转向更具雄心的AGI研发。 而且,这个实验室的一号位还是名华人。 大佬叫David Luan,已有15年的AI相关工作经验。他是OpenAI的早期员工,曾做到工程副总裁,参与过GPT-2、GPT-3、CLIP和DALL·E等多个重要项目 的研发。 靠电商和云计算席卷全球的亚马逊,正在借这一波Gen AI浪潮,续写新的故事—— 过去,它的AI战略定位是做基础平台,用户可以通过Amazon Bedrock获得全栈式服务。 论资历,Luan绝对算市场中的老炮。 实验室怎么来的? 亚马逊之所以决定成立一家AGI实验室,主要是受AGI时代这柄双刃剑影响。 一方面,如果Agent成了新的交互形态,人们不再亲自上网购物,那亚马逊依托于电商生态的广告和佣金业务,显然岌岌可危。 但硬币的另一面是机会。 作为数字化的鼻祖,亚马逊掌握着海量且极具价值的用户行为数据:用户的浏览路径、他们对促销、评论和页面布局的敏感度,以及不同群体之间的相似 性。 如果能把这座数据金矿 ...