供应链中断和 ESG 风险管理由 Bloomberg 提供支持.pdf

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1、2024 Databricks Inc.All rights reservedBLOOMBERG BLOOMBERG SUPPLY CHAIN DATA:SUPPLY CHAIN DATA:INTELLIGENCE INTELLIGENCE THROUGH VISIBILITYTHROUGH VISIBILITYMichael Beal Michael Beal HeadHead of Data Science,North Americaof Data Science,North AmericaMichael Tam Michael Tam Product Manager,Quant Rese

2、arch Product Manager,Quant Research SolutionsSolutions12024 Databricks Inc.All rights reserved2024 Databricks Inc.All rights reserved2024 Databricks Inc.All rights reserved4SUPPLY CHAIN DISRUPTIONS CAN SUPPLY CHAIN DISRUPTIONS CAN COST THE AVERAGE ORGANIZATION COST THE AVERAGE ORGANIZATION 45%OF A Y

3、EARS PROFITS45%OF A YEARS PROFITS OVER OVER THE COURSE OF A DECADETHE COURSE OF A DECADESource:McKinsey and Company2024 Databricks Inc.All rights reserved5SUPPLY CHAIN SHOCKS CAN HAVE MAJOR SUPPLY CHAIN SHOCKS CAN HAVE MAJOR FINANCIAL CONSEQUENCESFINANCIAL CONSEQUENCES01020304050607080Medical Device

4、sComputers and ElectronicsMachinery and EquipmentGlass and CementElectric EquipmentPetroleum ProductsMiningAutomotiveAerospace(Commercial)Net Present Value(NPV)of Expected Losses Over 10 Years as a Result of Supply Chain Net Present Value(NPV)of Expected Losses Over 10 Years as a Result of Supply Ch

5、ain Disruptions(%of Annual EBITDA)Disruptions(%of Annual EBITDA)Source:McKinsey and Company Global Institute Analysis2024 Databricks Inc.All rights reserved6NvidiaMicrosoft Corp.Meta PlatformsTaiwan SemiconductorWistron CorpSK HynixASUPPLIERSCUSTOMERSSUPPLY CHAIN VISIBILITY THROUGH DATASUPPLY CHAIN

6、VISIBILITY THROUGH DATA100,000+companies|Relationship Quantification|History Since 2006Source Transparency On All Relationships2024 Databricks Inc.All rights reserved7LEVERAGING LLMs TO EXTRACT SUPPLY LEVERAGING LLMs TO EXTRACT SUPPLY CHAIN RELATIONSHIPSCHAIN RELATIONSHIPSSurfacing supply chain data