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Tag: market share

  • Slashdot: DeepSeek Outstrips Meta and Mistral To Lead Open-Source AI Race

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    Kurt Seifried
    in

    Source URL: https://tech.slashdot.org/story/25/01/31/1354218/deepseek-outstrips-meta-and-mistral-to-lead-open-source-ai-race?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: DeepSeek Outstrips Meta and Mistral To Lead Open-Source AI Race Feedly Summary: AI Summary and Description: Yes Summary: DeepSeek has established itself as a dominant player in the open-source AI model arena by launching its V3 model, which boasts significant cost efficiency improvements. This advancement in Multi-head Latent Attention…

  • Slashdot: Has Europe’s Great Hope For AI Missed Its Moment?

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/01/30/117225/has-europes-great-hope-for-ai-missed-its-moment?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Has Europe’s Great Hope For AI Missed Its Moment? Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the challenges faced by France’s Mistral AI as it strives to remain a competitive independent player in the European AI landscape amidst intense competition from major U.S. and Chinese…

  • New York Times – Artificial Intelligence : Microsoft Continues A.I. Spending Growth as Profit Grows 10%

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    Kurt Seifried
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    Source URL: https://www.nytimes.com/2025/01/29/technology/microsoft-earnings-stock.html Source: New York Times – Artificial Intelligence Title: Microsoft Continues A.I. Spending Growth as Profit Grows 10% Feedly Summary: The tech giant’s revenue was up 12 percent to $69.6 billion, but investors are showing their nerves after a long boom for tech stocks. AI Summary and Description: Yes Summary: Microsoft’s significant investment…

  • The Register: Cloud market working well… if you’re AWS and Microsoft

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/01/28/microsoft_and_aws_cma_provisional_findings/ Source: The Register Title: Cloud market working well… if you’re AWS and Microsoft Feedly Summary: UK regulator files report on health of local sector, says technical barriers and Redmond’s licensing practices hurting smaller rivals + customers The UK’s market regulator says “competition is not working as well as it could" in the…

  • Enterprise AI Trends: DeepSeek – The TikTok of LLMs?

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    Kurt Seifried
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    Source URL: https://nextword.substack.com/p/deepseek-the-tiktok-of-llms Source: Enterprise AI Trends Title: DeepSeek – The TikTok of LLMs? Feedly Summary: What is DeepSeek’s strategy, and how everything might play out AI Summary and Description: Yes Summary: The text discusses the recent release of DeepSeek’s open-source reasoning model, R1, highlighting its competitive pricing strategy compared to OpenAI’s models. It emphasizes…

  • Hacker News: AI Founder’s Bitter Lesson. Chapter 2 – No Power

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    Kurt Seifried
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    Source URL: https://lukaspetersson.github.io/blog/2025/power-vertical/ Source: Hacker News Title: AI Founder’s Bitter Lesson. Chapter 2 – No Power Feedly Summary: Comments AI Summary and Description: Yes Summary: This text presents a critical analysis of the competitive landscape between vertical and horizontal AI products, suggesting that horizontal AI solutions are likely to outperform their vertical counterparts due to…

  • The Register: Microsoft joins CISPE, the Euro cloud crew that tried to curb its licensing

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/01/21/microsoft_joins_cispe/ Source: The Register Title: Microsoft joins CISPE, the Euro cloud crew that tried to curb its licensing Feedly Summary: From fighters to friends in six months, despite AWS voting against it Exclusive Microsoft is to become the latest member of CISPE months after negotiating a settlement with the trade association of European…

  • The Register: Nvidia snaps back at Biden’s ‘innovation-killing’ AI chip export restrictions

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/01/13/nvidia_us_ai_chips/ Source: The Register Title: Nvidia snaps back at Biden’s ‘innovation-killing’ AI chip export restrictions Feedly Summary: ‘New rule threatens to squander America’s hard-won technological advantage’ says GPU supremo Nvidia has hit back at the outgoing Biden administration’s AI chip tech export restrictions designed to tighten America’s stranglehold on supply chains and maintain…

  • The Register: AI hype led to an enterprise datacenter spending binge in 2024 that won’t last

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/01/08/synergy_research_dc_report/ Source: The Register Title: AI hype led to an enterprise datacenter spending binge in 2024 that won’t last Feedly Summary: GPUs and generative AI systems so hot right now… yet ‘long-term trend remains,’ says analyst Bets on the future demand for AI drove a 48 percent jump in spending on public cloud…

  • Hacker News: AI and Startup Moats

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    Kurt Seifried
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    Source URL: https://unzip.dev/0x01f-ai-and-startup-moats/ Source: Hacker News Title: AI and Startup Moats Feedly Summary: Comments AI Summary and Description: Yes **Summary:** The text presents a comprehensive thought experiment focused on the evolving landscape of competitive advantages, or “moats,” in the age of AI. It discusses fundamental shifts in business strategy that executives and developers need to…