北京时间周三凌晨， 
① The AI order taker will begin deployment in 500 stores under Yum Brands in the second quarter of this year; ② the ultimate goal is to handle all dining orders through digital channels, with the current proportion just over 50%; ③ in addition to taking orders, the AI can also verify the accuracy of food delivery in restaurants and provide suggestions for restaurant operations.
According to a report from Caixin on March 19 (Editor: Shi Zhengcheng), during his presidential campaign last year, USA President Trump personally visited a fast-food restaurant to act as a waiter, standing at the window to take orders and greet customers.
However, according to the pace of technological advancement, the position that Trump played will soon be replaced by AI.
On Wednesday morning Beijing time, $NVIDIA (NVDA.US)$ Yum! Brands, the world's largest dining chain group, announced a strategic partnership to jointly develop and deploy a series of AI applications. Yum Brands operates more than 61,000 stores globally, including a series of world-renowned chain brands such as KFC, Pizza Hut, Taco Bell, and Habit Burger.
(Source: NVIDIA)
As the first phase of cooperation, both parties will launch AI voice ordering through drive-thru lanes (Autos Restaurants) and phone channels. Starting in the second quarter of this year, 500 restaurants under Yum will pilot this service within the year.
NVIDIA revealed that Yum Brands' developers utilized NVIDIA's development tools, along with the real-time AI voice application NVIDIA Riva, to build this AI voice assistant, which is deployed on an Amazon Cloud Computing Service supported by A100 chips.
The ultimate goal is to handle all Orders through digital channels, completely replacing human order takers. Yum Brands stated that this move would also help increase sales, and AI could be used to enhance all aspects of Restaurants Operation.
Yum Brands' Chief Digital and Technology Officer Joe Park told the media that the company decided to use NVIDIA's tools for internal development instead of relying on pre-made services from third-party suppliers, which marks a significant strategic shift. Park stated that the company wants to own intellectual property and all technology.
He introduced that currently Yum Brands has 2,000 technical personnel using NVIDIA's Software to build applications. Collaborating with NVIDIA helps reduce costs because "the AI Chip giant can help the company fully leverage every bit of computing power on the GPU."
For this Global dining chain group, advancing digital channel ordering has always been a key focus. Currently, the percentage of Orders placed through apps and online channels at the group level has exceeded 50%, while this proportion was only 19% in 2019.
Park also emphasized that Consumers who place orders through digital channels will ultimately spend more money, as Restaurants can engage in upselling and personalized customization digitally to attract diners. This advantage is crucial against the backdrop of economic turmoil and inflation issues faced by the fast food Industry.
Even with AI assistance, waitstaff in Restaurants will not completely disappear. Park stated that in the future, employees in Restaurants will focus more on customer service, including helping customers use AI to place orders. This will be a different form of service and hospitality compared to the past.
In addition to taking orders, AI has greater potential to play a role in the dining field. Yum Brands revealed that it is currently building a feature that converts online customer reviews into proactive suggestions for Restaurant managers. Additionally, Yum Brands is also considering "Hardware upgrades", assessing whether the surveillance cameras in its dining establishments can provide sufficiently clear images for AI to determine if the meals match the Orders or if any condiments are missing.
Editor/rice
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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