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Tag: competitive landscape

  • The Register: SoftBank woos OpenAI with $40B, making Microsoft’s $13B look quaint

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/02/07/softbank_invests_40b_openai/ Source: The Register Title: SoftBank woos OpenAI with $40B, making Microsoft’s $13B look quaint Feedly Summary: Some of that cash is reportedly headed for $500B Stargate dream The AI investment landscape is shifting once again, with SoftBank reportedly finalizing a $40 billion stake in OpenAI – pushing its valuation to around $300…

  • Slashdot: DeepSeek’s AI App Will ‘Highly Likely’ Get Banned in the US, Jefferies Says

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/02/06/1544203/deepseeks-ai-app-will-highly-likely-get-banned-in-the-us-jefferies-says?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: DeepSeek’s AI App Will ‘Highly Likely’ Get Banned in the US, Jefferies Says Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the potential consumer ban of the DeepSeek AI app in the US, amid rising tensions in tech relations with China and security concerns. This situation…

  • Slashdot: Google To Spend $75 Billion on AI Push

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    Kurt Seifried
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    Source URL: https://tech.slashdot.org/story/25/02/05/1156248/google-to-spend-75-billion-on-ai-push?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Google To Spend $75 Billion on AI Push Feedly Summary: AI Summary and Description: Yes Summary: Alphabet’s significant increase in capital expenditures aimed at enhancing its AI infrastructure underscores a competitive arms race among major tech companies like Microsoft and Meta. This trend highlights the growing significance of investing…

  • Hacker News: S1: The $6 R1 Competitor?

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    Kurt Seifried
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    Source URL: https://timkellogg.me/blog/2025/02/03/s1 Source: Hacker News Title: S1: The $6 R1 Competitor? Feedly Summary: Comments AI Summary and Description: Yes Summary: The text discusses a novel AI model that demonstrates significant performance scalability while being cost-effective, leveraging concepts like inference-time scaling and entropix. It highlights the implications of such advancements for AI research, including geopolitics…

  • Hacker News: Huawei’s Ascend 910C delivers 60% of Nvidia H100 inference performance

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    Kurt Seifried
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    Source URL: https://www.tomshardware.com/tech-industry/artificial-intelligence/deepseek-research-suggests-huaweis-ascend-910c-delivers-60-percent-nvidia-h100-inference-performance Source: Hacker News Title: Huawei’s Ascend 910C delivers 60% of Nvidia H100 inference performance Feedly Summary: Comments AI Summary and Description: Yes Summary: The text discusses Huawei’s HiSilicon Ascend 910C processor, highlighting its potential in AI inference despite performance limitations in training compared to Nvidia’s offerings. It touches on the implications of…

  • Hacker News: Google erases promise not to use AI technology for weapons or surveillance

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    Kurt Seifried
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    Source URL: https://www.cnn.com/2025/02/04/business/google-ai-weapons-surveillance/index.html Source: Hacker News Title: Google erases promise not to use AI technology for weapons or surveillance Feedly Summary: Comments AI Summary and Description: Yes Summary: Google has made significant changes to its AI ethics policy, notably removing commitments against using AI for weaponry and surveillance. This shift reflects a growing competition for…

  • The Register: OpenAI unveils deep research agent for ChatGPT

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/02/03/openai_unveils_deep_research_agent/ Source: The Register Title: OpenAI unveils deep research agent for ChatGPT Feedly Summary: Takes a bit more time to spout a bit less nonsense OpenAI today launched deep research in ChatGPT, a new agent that takes a little longer to perform a deeper dive into the web to come up with a…

  • Slashdot: OpenAI Tests Its AI’s Persuasiveness By Comparing It to Reddit Posts

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/02/02/0319217/openai-tests-its-ais-persuasiveness-by-comparing-it-to-reddit-posts?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: OpenAI Tests Its AI’s Persuasiveness By Comparing It to Reddit Posts Feedly Summary: AI Summary and Description: Yes Summary: OpenAI utilized the subreddit r/ChangeMyView to test and evaluate the persuasive capabilities of its AI reasoning models, particularly through a structured process that involves comparing AI-generated responses with human replies.…

  • Slashdot: Were DeepSeek’s Development Costs Much Higher Than Reported?

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/02/01/0517258/were-deepseeks-development-costs-much-higher-than-reported?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Were DeepSeek’s Development Costs Much Higher Than Reported? Feedly Summary: AI Summary and Description: Yes Summary: The text provides insight into the competitive landscape of AI development, particularly focused on the rapid rise of China’s DeepSeek company. It highlights implications for the U.S. market in terms of pricing strategies…

  • The Register: Intel has officially missed the boat for AI in the datacenter

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/02/01/intel_ai_datacenter/ Source: The Register Title: Intel has officially missed the boat for AI in the datacenter Feedly Summary: But it still has a chance at the edge and the PC Comment Any hope Intel may have had of challenging rivals Nvidia and AMD for a slice of the AI accelerator market dissolved on…