
? 英偉達(dá)(Nvidia)宣布與塔可鐘(Taco Bell)和肯德基(KFC)等公司的母公司百勝餐飲集團(tuán)(Yum! Brands)達(dá)成一項(xiàng)合作,,將把人工智能技術(shù)引入該快餐連鎖品牌的“得來(lái)速”點(diǎn)餐系統(tǒng),,同時(shí)為顧客和員工提供建議以縮短等待時(shí)間、提升效率,。麥當(dāng)勞(McDonald’s)與溫迪漢堡(Wendy’s)此前也嘗試整合AI技術(shù),,但效果參差不齊,部分顧客抱怨點(diǎn)餐錯(cuò)誤頻發(fā),。
如今塔可鐘的顧客可以蘸著鱷梨醬享用玉米片——或者說(shuō),,在半導(dǎo)體芯片的助力下點(diǎn)單鱷梨醬。
科技巨頭英偉達(dá)周二宣布,,塔可鐘,、肯德基和必勝客的母公司百勝餐飲集團(tuán)將與其合作,將人工智能技術(shù)應(yīng)用于點(diǎn)餐與運(yùn)營(yíng)系統(tǒng),。
百盛餐飲集團(tuán)將利用新技術(shù)處理得來(lái)速與電話訂單,,并通過(guò)推薦制作時(shí)間短的餐品縮短等待時(shí)長(zhǎng)。百勝餐飲的發(fā)言人對(duì)《財(cái)富》雜志表示,,該技術(shù)還能統(tǒng)計(jì)得來(lái)速車流數(shù)量,,為連鎖店管理者制定行動(dòng)計(jì)劃,并分析高業(yè)績(jī)門店的運(yùn)營(yíng)模式,。該餐飲巨頭計(jì)劃年底前在500家門店部署這項(xiàng)新技術(shù),。
與百勝餐飲的合作,是英偉達(dá)首次涉足餐飲業(yè)合作,,這將助力百勝擴(kuò)大其AI平臺(tái)“Byte by Yum!”的規(guī)模,。這款A(yù)I驅(qū)動(dòng)軟件于上月發(fā)布,旨在優(yōu)化每年超3億筆數(shù)字交易,。公司數(shù)據(jù)顯示,,百勝餐飲全球61,000家門店中,,約25,000家已使用至少一款Byte by Yum!產(chǎn)品,有效縮短備餐時(shí)間并優(yōu)化外賣追蹤,。
過(guò)去幾年,,英偉達(dá)和百勝餐飲業(yè)績(jī)亮眼:英偉達(dá)2024財(cái)年?duì)I收暴漲126%,達(dá)到609億美元,,但持續(xù)的熱度正因競(jìng)爭(zhēng)加劇與經(jīng)濟(jì)不確定性而降溫,;百勝餐飲營(yíng)收同比增長(zhǎng)7%,達(dá)到70.7億美元,,這主要得益于塔可鐘的銷售增長(zhǎng),。
快餐業(yè)AI應(yīng)用的缺點(diǎn)
對(duì)連鎖快餐業(yè)而言,將AI融入點(diǎn)餐系統(tǒng)是一項(xiàng)極具吸引力的布局,,因?yàn)樽詣?dòng)化技術(shù)可節(jié)省人力成本,、提升點(diǎn)餐準(zhǔn)確率與運(yùn)營(yíng)效率。自2019年起,,麥當(dāng)勞通過(guò)收購(gòu)或投資AI公司以加速訂單處理,,2023年開(kāi)始使用谷歌云(Google Cloud)進(jìn)行實(shí)時(shí)數(shù)據(jù)分析。溫迪漢堡去年也宣布了類似計(jì)劃,,將AI植入數(shù)字菜單,。該技術(shù)可根據(jù)天氣或時(shí)段向顧客推薦餐品。
但迄今為止,,部分AI嘗試如同沒(méi)熟的薯?xiàng)l一樣以失敗告終,。麥當(dāng)勞2024年終止了與IBM為期兩年的得來(lái)速AI點(diǎn)餐合作,此前社交媒體上大量顧客抱怨訂單附加項(xiàng)嚴(yán)重錯(cuò)誤,,例如莫名其妙多出了九杯甜茶或黃油塊等離奇錯(cuò)誤,。
溫迪漢堡的AI驅(qū)動(dòng)數(shù)字菜單計(jì)劃同樣引發(fā)消費(fèi)者的擔(dān)憂。人們擔(dān)心價(jià)格飆升,,進(jìn)而增加食物成本,,但該公司對(duì)此予以否認(rèn)。
新合作前景
賓夕法尼亞大學(xué)(UPenn)沃頓商學(xué)院營(yíng)銷學(xué)教授和創(chuàng)新,、體驗(yàn)式學(xué)習(xí)及研究分析項(xiàng)目的負(fù)責(zé)人拉古拉姆·伊揚(yáng)加爾對(duì)此次合作持樂(lè)觀態(tài)度,。他對(duì)《財(cái)富》雜志表示,,在過(guò)去半年,,AI技術(shù)已取得進(jìn)步,有望解決其他快餐連鎖遭遇的問(wèn)題,。
在此期間,,越來(lái)越多人更適應(yīng)了AI的存在,人們開(kāi)始使用ChatGPT或其他語(yǔ)音AI搜索工具,??觳偷昝媾R顧客的抵觸或質(zhì)疑也將減少,。但未來(lái)AI技術(shù)與快餐點(diǎn)餐系統(tǒng)的整合成功與否,還取決于消費(fèi)者是否愿意在手機(jī)和電腦之外的場(chǎng)景使用該技術(shù),。
伊揚(yáng)加爾表示:“關(guān)鍵在于,,當(dāng)消費(fèi)者使用語(yǔ)音助手時(shí),他們是否愿意讓這種技術(shù)滲透到生活的每個(gè)角落,?”
他認(rèn)為,,此次合作對(duì)雙方均具有戰(zhàn)略意義。百勝餐飲不是科技公司,,它與英偉達(dá)的合作有助于其優(yōu)化AI應(yīng)用,,避免浪費(fèi)資源。而以芯片生產(chǎn)著稱的英偉達(dá)則能展現(xiàn)其應(yīng)用靈活性——尤其在投資者持續(xù)施壓要求其匹配2.89萬(wàn)億美元市值的當(dāng)下,。
伊揚(yáng)加爾表示:“此次合作對(duì)英偉達(dá)而言是明智之選,。如何為企業(yè)客戶提供服務(wù)正是其需要探索的方向?!保ㄘ?cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
? 英偉達(dá)(Nvidia)宣布與塔可鐘(Taco Bell)和肯德基(KFC)等公司的母公司百勝餐飲集團(tuán)(Yum! Brands)達(dá)成一項(xiàng)合作,,將把人工智能技術(shù)引入該快餐連鎖品牌的“得來(lái)速”點(diǎn)餐系統(tǒng),同時(shí)為顧客和員工提供建議以縮短等待時(shí)間,、提升效率,。麥當(dāng)勞(McDonald’s)與溫迪漢堡(Wendy’s)此前也嘗試整合AI技術(shù),但效果參差不齊,,部分顧客抱怨點(diǎn)餐錯(cuò)誤頻發(fā),。
如今塔可鐘的顧客可以蘸著鱷梨醬享用玉米片——或者說(shuō),在半導(dǎo)體芯片的助力下點(diǎn)單鱷梨醬,。
科技巨頭英偉達(dá)周二宣布,,塔可鐘、肯德基和必勝客的母公司百勝餐飲集團(tuán)將與其合作,,將人工智能技術(shù)應(yīng)用于點(diǎn)餐與運(yùn)營(yíng)系統(tǒng),。
百盛餐飲集團(tuán)將利用新技術(shù)處理得來(lái)速與電話訂單,并通過(guò)推薦制作時(shí)間短的餐品縮短等待時(shí)長(zhǎng),。百勝餐飲的發(fā)言人對(duì)《財(cái)富》雜志表示,,該技術(shù)還能統(tǒng)計(jì)得來(lái)速車流數(shù)量,為連鎖店管理者制定行動(dòng)計(jì)劃,,并分析高業(yè)績(jī)門店的運(yùn)營(yíng)模式,。該餐飲巨頭計(jì)劃年底前在500家門店部署這項(xiàng)新技術(shù)。
與百勝餐飲的合作,,是英偉達(dá)首次涉足餐飲業(yè)合作,,這將助力百勝擴(kuò)大其AI平臺(tái)“Byte by Yum!”的規(guī)模。這款A(yù)I驅(qū)動(dòng)軟件于上月發(fā)布,旨在優(yōu)化每年超3億筆數(shù)字交易,。公司數(shù)據(jù)顯示,,百勝餐飲全球61,000家門店中,約25,000家已使用至少一款Byte by Yum!產(chǎn)品,,有效縮短備餐時(shí)間并優(yōu)化外賣追蹤,。
過(guò)去幾年,英偉達(dá)和百勝餐飲業(yè)績(jī)亮眼:英偉達(dá)2024財(cái)年?duì)I收暴漲126%,,達(dá)到609億美元,,但持續(xù)的熱度正因競(jìng)爭(zhēng)加劇與經(jīng)濟(jì)不確定性而降溫;百勝餐飲營(yíng)收同比增長(zhǎng)7%,,達(dá)到70.7億美元,,這主要得益于塔可鐘的銷售增長(zhǎng)。
快餐業(yè)AI應(yīng)用的缺點(diǎn)
對(duì)連鎖快餐業(yè)而言,,將AI融入點(diǎn)餐系統(tǒng)是一項(xiàng)極具吸引力的布局,,因?yàn)樽詣?dòng)化技術(shù)可節(jié)省人力成本、提升點(diǎn)餐準(zhǔn)確率與運(yùn)營(yíng)效率,。自2019年起,,麥當(dāng)勞通過(guò)收購(gòu)或投資AI公司以加速訂單處理,2023年開(kāi)始使用谷歌云(Google Cloud)進(jìn)行實(shí)時(shí)數(shù)據(jù)分析,。溫迪漢堡去年也宣布了類似計(jì)劃,,將AI植入數(shù)字菜單。該技術(shù)可根據(jù)天氣或時(shí)段向顧客推薦餐品,。
但迄今為止,,部分AI嘗試如同沒(méi)熟的薯?xiàng)l一樣以失敗告終。麥當(dāng)勞2024年終止了與IBM為期兩年的得來(lái)速AI點(diǎn)餐合作,,此前社交媒體上大量顧客抱怨訂單附加項(xiàng)嚴(yán)重錯(cuò)誤,,例如莫名其妙多出了九杯甜茶或黃油塊等離奇錯(cuò)誤。
溫迪漢堡的AI驅(qū)動(dòng)數(shù)字菜單計(jì)劃同樣引發(fā)消費(fèi)者的擔(dān)憂,。人們擔(dān)心價(jià)格飆升,,進(jìn)而增加食物成本,但該公司對(duì)此予以否認(rèn),。
新合作前景
賓夕法尼亞大學(xué)(UPenn)沃頓商學(xué)院營(yíng)銷學(xué)教授和創(chuàng)新,、體驗(yàn)式學(xué)習(xí)及研究分析項(xiàng)目的負(fù)責(zé)人拉古拉姆·伊揚(yáng)加爾對(duì)此次合作持樂(lè)觀態(tài)度。他對(duì)《財(cái)富》雜志表示,,在過(guò)去半年,,AI技術(shù)已取得進(jìn)步,有望解決其他快餐連鎖遭遇的問(wèn)題,。
在此期間,,越來(lái)越多人更適應(yīng)了AI的存在,人們開(kāi)始使用ChatGPT或其他語(yǔ)音AI搜索工具,??觳偷昝媾R顧客的抵觸或質(zhì)疑也將減少。但未來(lái)AI技術(shù)與快餐點(diǎn)餐系統(tǒng)的整合成功與否,,還取決于消費(fèi)者是否愿意在手機(jī)和電腦之外的場(chǎng)景使用該技術(shù),。
伊揚(yáng)加爾表示:“關(guān)鍵在于,當(dāng)消費(fèi)者使用語(yǔ)音助手時(shí),,他們是否愿意讓這種技術(shù)滲透到生活的每個(gè)角落,?”
他認(rèn)為,此次合作對(duì)雙方均具有戰(zhàn)略意義,。百勝餐飲不是科技公司,,它與英偉達(dá)的合作有助于其優(yōu)化AI應(yīng)用,避免浪費(fèi)資源,。而以芯片生產(chǎn)著稱的英偉達(dá)則能展現(xiàn)其應(yīng)用靈活性——尤其在投資者持續(xù)施壓要求其匹配2.89萬(wàn)億美元市值的當(dāng)下,。
伊揚(yáng)加爾表示:“此次合作對(duì)英偉達(dá)而言是明智之選。如何為企業(yè)客戶提供服務(wù)正是其需要探索的方向,?!保ㄘ?cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
? Nvidia announced a partnership with Yum! Brands, the parent company of Taco Bell and KFC, which would integrate its AI tech into the fast-food chain’s drive-thru ordering systems, as well as make suggestions to both customers and staff that would improve wait times and efficiency. McDonald’s and Wendy’s have similarly integrated AI, but with mixed success, with some customers complaining of wildly incorrect orders.
Taco Bell customers can now order guac with chips—or rather, order guac with the help of semiconductor chips.
Yum! Brands, the restaurant conglomerate behind Taco Bell, KFC, and Pizza Hut, will partner with tech juggernaut Nvidia to incorporate AI into its ordering and operations, Nvidia announced Tuesday.
Yum! Brands will use the tech to take drive-thru and call orders, and speed up wait times by suggesting specific menu items to customers that take a short time to prepare. The technology can also count the number of cars in a drive-thru line and generate action plans for chain managers, analyzing the practices of the best-performing locations, a Yum! Brands spokesperson told Fortune. The restaurant conglomerate plans to roll out the new tech in 500 locations by the end of the year.
Nvidia’s partnership with Yum! Brands, its first foray into restaurant collaborations, will help the fast-food giant scale its Byte by Yum! AI-driven software launched last month with the goal of streamlining more than 300 million annual digital transactions. About 25,000 of Yum!’s 61,000 global locations use at least one Byte by Yum! product, which has helped cut down on food wait times and better track delivery orders, according to the company.
Nvidia and Yum! Brands have both enjoyed strong years, with the tech giant reporting a 126% revenue explosion to $60.9 billion in fiscal 2024, though continued hype has tempered over fears of increased competition and economic uncertainty. Yum! saw a 7% year-over-year revenue growth to $7.07 billion in 2024, mostly thanks to Taco Bell sales.
Fast food’s AI shortcomings
Integrating AI into ordering systems has been a mouthwatering venture for fast-food chains, as automation technology has allowed them to save on labor costs, improve order accuracy, and improve operational efficiency. Since 2019, McDonald’s has bought or invested in AI firms to speed up order-taking, and in 2023 it began using Google Cloud for real-time data analysis. Wendy’s similarly announced plans last year to integrate AI into its digital menu. The tech would suggest certain menu items to customers based on the weather or time of day.
So far some of these AI experiments, much like a soggy French fry, have been a flop. McDonald’s ended its two-year partnership with IBM in 2024, which had the technology taking drive-thru orders. The change came after numerous customers on social media bemoaned wildly incorrect additions to orders, from nine sweet teas to pats of butter.
Wendy’s diners had a similar reaction to the announcement of its AI-powered digital menu, fearing it would lead to surge pricing and further drive up food costs—something the company denied.
A fresh partnership
Raghuram Iyengar, a professor of marketing at UPenn’s Wharton School and faculty director of innovation, experiential learning and research initiatives and analytics, is optimistic about Nvidia and Yum! Brands’ partnership. Even in the last six months, AI has advanced, hopefully enough to resolve some of the hiccups other fast-food chains encountered, he told Fortune.
During that time, many have also grown more acclimated to AI, using ChatGPT or other voice-activated AI search tools. As a result, fast-food restaurants may have to contend less with skittish or skeptical customers. But some of the success of future AI integration into fast-food ordering will depend on consumers’ appetites to engage with the technology in areas beyond their phone or computer screen.
“The caveat, of course, is when you think about many of these consumers interacting with these voice agents, would they want to do it in every part of their lives?” Iyengar said.
Importantly for Nvidia and Yum! Brands, the partnership makes sense, Iyengar argued. Yum! Brands is not a tech company, and its collaboration with Nvidia could help it hone its AI applications without wasting resources. Meanwhile, Nvidia, known primarily for chip production, has the chance to prove it can also be nimble in its applications—especially as investors continue to pressure the company to live up to its sky-high market cap of $2.89 trillion.
“This is a good bet for Nvidia itself,” Iyengar said. “How can they work on providing services to other companies?”