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沃爾瑪聲稱,AI智能體代表了公司的未來(lái)

Jason Del Rey
2025-07-28

蘇雷什·庫(kù)馬爾以及沃爾瑪?shù)钠渌夹g(shù)高管正大力推廣其人工智能愿景:讓顧客和員工實(shí)現(xiàn)高效作業(yè)。

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圖片來(lái)源:Harry Murphy—Sportsfile for Collision/Getty Images

沃爾瑪(Walmart)能否在蓬勃發(fā)展的AI智能體競(jìng)賽中脫穎而出?

上周三在紐約活動(dòng)現(xiàn)場(chǎng)目睹沃爾瑪技術(shù)高管們演示一系列新型智能體后,對(duì)于這個(gè)問(wèn)題,肯定回答或許不再那么難以置信。該零售巨頭披露了其AI智能體將如何革新三大領(lǐng)域:顧客在數(shù)字平臺(tái)的購(gòu)物方式、企業(yè)總部與門店員工的工作模式、供應(yīng)商和賣家追蹤商品表現(xiàn)的模式。在部分場(chǎng)景中,這項(xiàng)自主執(zhí)行技術(shù)已然落地。

公司首席技術(shù)官蘇雷什·庫(kù)馬爾在現(xiàn)場(chǎng)對(duì)媒體表示:“沃爾瑪正全力投入智能體開(kāi)發(fā)。智能體能使沃爾瑪各環(huán)節(jié)的運(yùn)作更加高效?!?/p>

盡管以實(shí)體零售起家,沃爾瑪近年來(lái)已躋身線上商業(yè)前沿。而在積極采用AI智能體領(lǐng)域,該公司甚至超越了眾多數(shù)字原生企業(yè)。

對(duì)科技行業(yè)而言,智能體是當(dāng)前AI熱潮下一次進(jìn)化的方向。人工智能不僅充當(dāng)助手,更能在極少或無(wú)需人類干預(yù)的情況下自主完成多步驟復(fù)雜任務(wù)。沃爾瑪高管表示,對(duì)于總部位于阿肯色州的這家零售商而言,這正是其過(guò)去數(shù)年技術(shù)轉(zhuǎn)型的必然方向。庫(kù)馬爾指出,考慮到公司因龐大的客戶群積累的數(shù)據(jù)深度及作為全球最大私營(yíng)雇主的員工經(jīng)驗(yàn)儲(chǔ)備,沃爾瑪在這個(gè)領(lǐng)域具備關(guān)鍵優(yōu)勢(shì),領(lǐng)先于許多競(jìng)爭(zhēng)對(duì)手。

庫(kù)馬爾與其他技術(shù)高管現(xiàn)場(chǎng)展示了四款"超級(jí)智能體",它們本質(zhì)上是向更專業(yè)的智能體分配任務(wù)的管理者。面向消費(fèi)者的"Sparky"作為生成式AI數(shù)字助手,當(dāng)前已上線沃爾瑪應(yīng)用,可解答產(chǎn)品咨詢并提供建議。未來(lái),這款數(shù)字助手將升級(jí)為執(zhí)行型智能體。它可以根據(jù)顧客的購(gòu)物習(xí)慣自動(dòng)生成每周必需品訂單,經(jīng)用戶一鍵確認(rèn)即可下單。該智能體最終還可以依據(jù)主題、參與人數(shù)及預(yù)算等參數(shù),為即將舉辦的派對(duì)或活動(dòng)定制多品類采購(gòu)方案。

其他高管演示的內(nèi)部智能體應(yīng)用場(chǎng)景,據(jù)稱將顯著提升門店員工、總部職員、軟件工程師和品牌商以及通過(guò)沃爾瑪實(shí)體店和數(shù)字平臺(tái)出售商品的其他公司處理日常重復(fù)性任務(wù)的效率。

公司高管表示部分智能體已投入使用,其余將陸續(xù)上線。但他們特別強(qiáng)調(diào)了關(guān)鍵的一點(diǎn)。

某高管敏銳地領(lǐng)會(huì)了記者提問(wèn)的弦外之音并表示:“這絕非概念泡沫?!?/p>

有許多核心問(wèn)題仍懸而未決。若所謂“智能體未來(lái)”得以全面實(shí)現(xiàn),對(duì)這家全球最大私營(yíng)雇主的員工數(shù)量將產(chǎn)生何種具體影響?

沃爾瑪高管戴夫·格利克對(duì)《財(cái)富》表示:“我們預(yù)期崗位職能將發(fā)生變化,但尚不明確變化的具體形態(tài)?!?/p>

大規(guī)模應(yīng)用AI帶來(lái)的營(yíng)收增長(zhǎng)與員工生產(chǎn)力提升,是否能夠抵消其巨額成本?尤其對(duì)這家以持續(xù)盈利著稱于華爾街的企業(yè)而言?

從行業(yè)層面來(lái)看,若未來(lái)消費(fèi)者委托OpenAI或Perplexity等公司的購(gòu)物智能體自主決策,沃爾瑪是否愿參與此生態(tài)?沃爾瑪美國(guó)首席技術(shù)官哈里·瓦蘇德夫?qū)Α敦?cái)富》雜志表示,公司正在打造相關(guān)技術(shù)能力,但最終決策權(quán)不屬技術(shù)部門。

他表示:“我不愿意限定商業(yè)模式,而希望保持最大開(kāi)放度。是否與特定AI運(yùn)營(yíng)商合作,將取決于經(jīng)濟(jì)模型、商業(yè)模式及合作關(guān)系?!保ㄘ?cái)富中文網(wǎng))

譯者:劉進(jìn)龍

審校:汪皓

沃爾瑪(Walmart)能否在蓬勃發(fā)展的AI智能體競(jìng)賽中脫穎而出?

上周三在紐約活動(dòng)現(xiàn)場(chǎng)目睹沃爾瑪技術(shù)高管們演示一系列新型智能體后,對(duì)于這個(gè)問(wèn)題,肯定回答或許不再那么難以置信。該零售巨頭披露了其AI智能體將如何革新三大領(lǐng)域:顧客在數(shù)字平臺(tái)的購(gòu)物方式、企業(yè)總部與門店員工的工作模式、供應(yīng)商和賣家追蹤商品表現(xiàn)的模式。在部分場(chǎng)景中,這項(xiàng)自主執(zhí)行技術(shù)已然落地。

公司首席技術(shù)官蘇雷什·庫(kù)馬爾在現(xiàn)場(chǎng)對(duì)媒體表示:“沃爾瑪正全力投入智能體開(kāi)發(fā)。智能體能使沃爾瑪各環(huán)節(jié)的運(yùn)作更加高效?!?/p>

盡管以實(shí)體零售起家,沃爾瑪近年來(lái)已躋身線上商業(yè)前沿。而在積極采用AI智能體領(lǐng)域,該公司甚至超越了眾多數(shù)字原生企業(yè)。

對(duì)科技行業(yè)而言,智能體是當(dāng)前AI熱潮下一次進(jìn)化的方向。人工智能不僅充當(dāng)助手,更能在極少或無(wú)需人類干預(yù)的情況下自主完成多步驟復(fù)雜任務(wù)。沃爾瑪高管表示,對(duì)于總部位于阿肯色州的這家零售商而言,這正是其過(guò)去數(shù)年技術(shù)轉(zhuǎn)型的必然方向。庫(kù)馬爾指出,考慮到公司因龐大的客戶群積累的數(shù)據(jù)深度及作為全球最大私營(yíng)雇主的員工經(jīng)驗(yàn)儲(chǔ)備,沃爾瑪在這個(gè)領(lǐng)域具備關(guān)鍵優(yōu)勢(shì),領(lǐng)先于許多競(jìng)爭(zhēng)對(duì)手。

庫(kù)馬爾與其他技術(shù)高管現(xiàn)場(chǎng)展示了四款"超級(jí)智能體",它們本質(zhì)上是向更專業(yè)的智能體分配任務(wù)的管理者。面向消費(fèi)者的"Sparky"作為生成式AI數(shù)字助手,當(dāng)前已上線沃爾瑪應(yīng)用,可解答產(chǎn)品咨詢并提供建議。未來(lái),這款數(shù)字助手將升級(jí)為執(zhí)行型智能體。它可以根據(jù)顧客的購(gòu)物習(xí)慣自動(dòng)生成每周必需品訂單,經(jīng)用戶一鍵確認(rèn)即可下單。該智能體最終還可以依據(jù)主題、參與人數(shù)及預(yù)算等參數(shù),為即將舉辦的派對(duì)或活動(dòng)定制多品類采購(gòu)方案。

其他高管演示的內(nèi)部智能體應(yīng)用場(chǎng)景,據(jù)稱將顯著提升門店員工、總部職員、軟件工程師和品牌商以及通過(guò)沃爾瑪實(shí)體店和數(shù)字平臺(tái)出售商品的其他公司處理日常重復(fù)性任務(wù)的效率。

公司高管表示部分智能體已投入使用,其余將陸續(xù)上線。但他們特別強(qiáng)調(diào)了關(guān)鍵的一點(diǎn)。

某高管敏銳地領(lǐng)會(huì)了記者提問(wèn)的弦外之音并表示:“這絕非概念泡沫?!?/p>

有許多核心問(wèn)題仍懸而未決。若所謂“智能體未來(lái)”得以全面實(shí)現(xiàn),對(duì)這家全球最大私營(yíng)雇主的員工數(shù)量將產(chǎn)生何種具體影響?

沃爾瑪高管戴夫·格利克對(duì)《財(cái)富》表示:“我們預(yù)期崗位職能將發(fā)生變化,但尚不明確變化的具體形態(tài)?!?/p>

大規(guī)模應(yīng)用AI帶來(lái)的營(yíng)收增長(zhǎng)與員工生產(chǎn)力提升,是否能夠抵消其巨額成本?尤其對(duì)這家以持續(xù)盈利著稱于華爾街的企業(yè)而言?

從行業(yè)層面來(lái)看,若未來(lái)消費(fèi)者委托OpenAI或Perplexity等公司的購(gòu)物智能體自主決策,沃爾瑪是否愿參與此生態(tài)?沃爾瑪美國(guó)首席技術(shù)官哈里·瓦蘇德夫?qū)Α敦?cái)富》雜志表示,公司正在打造相關(guān)技術(shù)能力,但最終決策權(quán)不屬技術(shù)部門。

他表示:“我不愿意限定商業(yè)模式,而希望保持最大開(kāi)放度。是否與特定AI運(yùn)營(yíng)商合作,將取決于經(jīng)濟(jì)模型、商業(yè)模式及合作關(guān)系?!保ㄘ?cái)富中文網(wǎng))

譯者:劉進(jìn)龍

審校:汪皓

Could Walmart become a leader in the burgeoning agentic AI race?

After watching the retail company’s technology leaders discuss a host of new agents Wednesday at a New York City event, a yes might not be as farfetched as it might sound to some. The retail giant unveiled its vision for how AI agents are going to overhaul how customers shop on its digital platforms; how corporate and store employees do their jobs; and how vendors and sellers track their merchandise performance. In some cases, this autonomous technology is doing so already.

“Walmart is all in on agents,” the company’s chief technology officer, Suresh Kumar, told reporters at the event. “Agents can make life simpler for every aspect of what we do at Walmart,” he added.

Despite its roots as a brick-and-mortar retailer, Walmart has more recently been at the forefront of online commerce. In embracing AI agents, however, the company is positioning itself ahead of even many digital companies.

Agents, to many in the tech industry, are the next evolution in the current AI boom, where artificial intelligence not only acts as an assistant, but can autonomously complete complex multistep actions with limited, or even no, human involvement. And for Walmart, the company’s leaders say it’s a natural next step in a technological transformation that has been underway inside the Arkansas-based retailer for the past few years. Kumar said he believes that Walmart holds a key advantage over many competitors in this space, considering the depth and breadth of data the company holds both because of its massive customer base, and when it comes to employee experiences as the world’s largest nongovernment employer.

He and other Walmart tech leaders showed off examples of four “super agents,” which essentially act as managers that rout tasks to each more specialized agent. For consumers, there’s Sparky, currently a generative AI digital assistant that can answer product questions and make suggestions, and which has been live in Walmart’s app for some time. In the future, the assistant will start to take actions. Namely, create an order of weekly essential products based on a customer’s shopping behavior, and place the order with essentially a thumbs-up from the customer. The agent will also eventually possess the capability to curate a multi-item order geared to an upcoming party or event—based on specifics such as theme, attendee size, and a shopper’s budget.

Other leaders showcased internal agent use cases that the company says will more efficiently accomplish mundane and repetitive tasks for store workers, corporate staff, Walmart software engineers, and brands and other companies that sell through Walmart’s physical and digital storefronts.

While some of these agentic use cases are live today, others are coming soon, company execs said. But they were intent on making one point clear.

“It’s not vaporware,” one executive said, accurately reading between the lines of one of this reporter’s questions.

Critically, many questions remain unanswered. What exact impact will this so-called agentic future—if brought to full fruition—have on employee headcount at the world’s largest nongovernment employer?

“We expect jobs to evolve, and we don’t know what that looks like yet,” Walmart exec Dave Glick told Fortune.

Will the revenue and employee productivity gains outweigh the intense costs of using AI at scale, especially for a company known on Wall Street for consistently generating profits?

And at a broader industry level, is Walmart willing to participate in a possible future where consumers trust shopping agents from companies like OpenAI or Perplexity to autonomously make purchase decisions for them? Walmart U.S. CTO Hari Vasudev told Fortune that the company is building the technological capabilities to do so, but that the ultimate decision will lie elsewhere in the company.

“I don’t want to mandate the business model; I want to be able to build it as open as I can,” he said. “Whether the business decides to do it with a particular AI operator or not will depend on the economics and the business model and the relationships.”

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