NVIDIA’s Blackwell GPUs, designed for next-gen AI training and inference, are in high demand from industry giants like Google, Meta, and Microsoft, resulting in a 12-month sellout. Despite delays due to packaging issues, production is underway and NVIDIA expects to gain market share in 2025 despite competition from AMD and Intel.
NVIDIA is reportedly considering a major shift for its upcoming GB300 AI servers, moving towards a socketed design for its Blackwell Ultra AI chips. This change could offer significant benefits in terms of production flexibility, maintenance, and yield rates, although it may come at the cost of slightly reduced performance.
Microsoft CEO Satya Nadella makes two daily calls to different CEOs, fostering connections and staying informed about emerging companies. This strategy helps Microsoft stay at the forefront of technological innovation, leading to partnerships and investments.
This week saw a whirlwind of AI advancements, from Nobel Prize-winning research to AI-powered chatbots and image generators. Discover how Google’s AI is shaping scientific discoveries, how Adobe is combating AI-generated art, and how Zoom and Amazon are integrating AI into their products.
ByteDance, the parent company of TikTok, has laid off hundreds of human content moderators worldwide as it transitions to an AI-driven content moderation system. This move comes amidst increased regulatory scrutiny and follows recent issues with Instagram’s content moderation system, where errors by human moderators led to user account suspensions.
The Galaxy Book4 Edge, a high-performance laptop with AI-powered features, is currently on sale for $500 off at Best Buy. This powerful device boasts a Snapdragon X Elite processor, a stunning 14-inch 3K AMOLED touchscreen, and Samsung’s Copilot+ PC for intelligent assistance. Its long battery life, portability, and intuitive AI features make it an attractive option for students, professionals, and anyone seeking a premium laptop experience.
Scotiabank analyst Nat Schindler has initiated coverage on Alphabet Inc. (GOOG) with a ‘Sector Outperform’ (Buy) rating and a price target of $212. Schindler believes Google is well-positioned to benefit from AI investments, citing its strong position in search, cloud computing, and its long history of AI development.
Seagate Technology Holdings plc (STX) reported strong revenue growth in the fiscal fourth quarter of 2024, driven by increasing demand for mass capacity solutions, particularly for nearline cloud storage. The company expects this momentum to continue in the coming year, fueled by the growing adoption of AI and machine learning. However, Seagate faces stiff competition from other major players in the data storage industry.
McEwen Mining, led by industry veteran Rob McEwen, presents a compelling investment opportunity with its focus on gold, silver, and copper. These critical metals are essential for the burgeoning AI, renewable energy, and electric vehicle sectors, positioning McEwen Mining as a key player in the future economy.
Researchers at MIT Media Lab have developed an AI-powered chatbot that allows users to converse with a simulated version of their future selves. This innovative project, called ‘Future You,’ uses AI to create a realistic avatar of a user’s older self, complete with age-progressed features. The chatbot can then engage in conversations about life aspirations, providing advice and insights based on the user’s current circumstances and goals. Early studies show promising results, with users reporting a reduction in anxiety, an increase in motivation, and a stronger sense of connection with their future selves.
