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Tag: Competition

  • The Register: Tech stocks tank as US AI dominance no longer a sure bet

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/01/27/tech_stocks_tank_as_us/ Source: The Register Title: Tech stocks tank as US AI dominance no longer a sure bet Feedly Summary: Chinese startup DeepSeek rolls out open LLMs to rival Meta, OpenAI at fraction of cost Share prices for some of the biggest American tech brands that crested the AI hype waves crashed this morning…

  • Slashdot: DeepSeek Rattles Wall Street With Claims of Cheaper AI Breakthroughs

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/01/27/142255/deepseek-rattles-wall-street-with-claims-of-cheaper-ai-breakthroughs?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: DeepSeek Rattles Wall Street With Claims of Cheaper AI Breakthroughs Feedly Summary: AI Summary and Description: Yes Summary: DeepSeek, a Chinese AI startup, claims to deliver high-performance AI models at significantly lower costs than established U.S. tech giants. This assertion has raised concerns among analysts regarding the sustainability of…

  • Hacker News: Hackers get $886,250 for 49 zero-days at Pwn2Own Automotive 2025

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    Kurt Seifried
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    Source URL: https://www.bleepingcomputer.com/news/security/hackers-get-886-250-for-49-zero-days-at-pwn2own-automotive-2025/ Source: Hacker News Title: Hackers get $886,250 for 49 zero-days at Pwn2Own Automotive 2025 Feedly Summary: Comments AI Summary and Description: Yes Summary: The Pwn2Own Automotive 2025 contest showcased significant advancements in automotive security, where researchers exploited numerous zero-day vulnerabilities in automotive software and electric vehicle systems, highlighting critical security gaps in…

  • Simon Willison’s Weblog: The impact of competition and DeepSeek on Nvidia

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    Kurt Seifried
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    Source URL: https://simonwillison.net/2025/Jan/27/deepseek-nvidia/ Source: Simon Willison’s Weblog Title: The impact of competition and DeepSeek on Nvidia Feedly Summary: The impact of competition and DeepSeek on Nvidia Long, excellent piece by Jeffrey Emanuel capturing the current state of the AI/LLM industry. The original title is “The Short Case for Nvidia Stock" – I’m using the Hacker…

  • Hacker News: The impact of competition and DeepSeek on Nvidia

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    Kurt Seifried
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    Source URL: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda Source: Hacker News Title: The impact of competition and DeepSeek on Nvidia Feedly Summary: Comments AI Summary and Description: Yes **Summary:** The text presents a comprehensive assessment of the current state and future outlook of Nvidia in the AI hardware market, emphasizing their significant market position and potential vulnerabilities from emerging competition…

  • The Register: Stargate, smargate. We’re spending $60B+ on AI this year, Meta’s Zuckerberg boasts

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/01/24/meta_ai_spending/ Source: The Register Title: Stargate, smargate. We’re spending $60B+ on AI this year, Meta’s Zuckerberg boasts Feedly Summary: Can’t keep the drama Llama out of this race Meta CEO Mark Zuckerberg revealed plans on Friday to blow through as much as $60 to 65 billion in 2025 on plenty more AI resources…

  • Slashdot: Meta To Spend Up To $65 Billion This Year To Power AI Goals

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    Kurt Seifried
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    Source URL: https://tech.slashdot.org/story/25/01/24/1546242/meta-to-spend-up-to-65-billion-this-year-to-power-ai-goals Source: Slashdot Title: Meta To Spend Up To $65 Billion This Year To Power AI Goals Feedly Summary: AI Summary and Description: Yes Summary: Meta’s significant investment in AI infrastructure signals a pivotal shift in the tech landscape, with plans to construct a large data center and enhance its AI product offerings.…

  • Slashdot: Scale AI CEO Says China Has Quickly Caught the US With DeepSeek

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    Kurt Seifried
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    Source URL: https://news.slashdot.org/story/25/01/24/0049233/scale-ai-ceo-says-china-has-quickly-caught-the-us-with-deepseek?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Scale AI CEO Says China Has Quickly Caught the US With DeepSeek Feedly Summary: AI Summary and Description: Yes Summary: The emergence of China’s DeepSeek AI lab marks a significant shift in the global AI landscape, as it launches competitive models that challenge U.S. advancements. This development underlines the…

  • Slashdot: OpenAI’s Stargate Deal Heralds Shift Away From Microsoft

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/01/23/140226/openais-stargate-deal-heralds-shift-away-from-microsoft?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: OpenAI’s Stargate Deal Heralds Shift Away From Microsoft Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the shifting dynamics between OpenAI and Microsoft following OpenAI’s Stargate announcement, which involves a partnership with Oracle and SoftBank to build new data centers. This development indicates a reduction in…

  • Hacker News: Hackers exploit 16 zero-days on first day of Pwn2Own Automotive 2025

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    Kurt Seifried
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    Source URL: https://www.bleepingcomputer.com/news/security/hackers-exploit-16-zero-days-on-first-day-of-pwn2own-automotive-2025/ Source: Hacker News Title: Hackers exploit 16 zero-days on first day of Pwn2Own Automotive 2025 Feedly Summary: Comments AI Summary and Description: Yes Summary: The text provides a detailed report on the outcomes of the Pwn2Own Automotive 2025 hacking competition, highlighting the successful exploitation of zero-day vulnerabilities relating to electric vehicle chargers…