|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
04.11.26 - 20:30
|
Open source AI is booming. Hugging Face explains who profits. (TechCrunch)
|
|
|
Open source models are becoming more mainstream as enterprises, governments and startups alike rely on the promise of lower costs, more control, and more flexibility. But as increasingly capable models become more freely available, how do companies capture value? And with Chinese open models gaining ground, can American players keep up? On this episode of […]...
|
|
|
|
|
|
|
|
|
|
|
04.11.26 - 18:45
|
Oracle Kills $7BN Tencent AI Chip Deal Under Trump Pressure (ZeroHedge)
|
|
|
Oracle Kills $7BN Tencent AI Chip Deal Under Trump Pressure
Trump administration officials went to Oracle with concerns about its chip leasing contract with Tencent, and the deal has since been cancelled, two people familiar with the matter told the Financial Times.The five-year lease, worth an estimated $7 billion, would have given the Chinese tech giant access to as many as 100,000 advanced AI chips across a string of Oracle data centers in Southeast Asia, chips it can't use at home because of curbs from both Washington and Beijing. It was Tencent's largest overseas leasing deal. Top officials in Guangdong, where Tencent is based, also visited the company and asked it to back domestic Chinese chips, according to one of the people.Overseas leasing deals like this one are allowed under existing rules, as the FT notes, so no regulation forced Oracle's hand. The contract was cancelled after officials raised their concerns with a company led by billionaire Trump backer Larry Ellison.The cancel...
|
|
|
04.11.26 - 18:45
|
AI The Next Dot-Com Bubble? Gene Munster Vs. George Noble Tonight At 7PM ET (ZeroHedge)
|
|
|
AI The Next Dot-Com Bubble? Gene Munster Vs. George Noble Tonight At 7PM ET
Wall Street's bulls and bears live in two different worlds when it comes to AI: Are we at the early stages of a technological revolution or another bubble destined to burst? And in the last month, the momentum has shifted towards the bears…October saw significant drops in major tech sector names following the Nasdaq-100's recent selloff, led mostly by Intel which plunged 47% on for the month. Nvidia and Google also saw drops well above 12% and as of Monday's close, the tech-heavy index officially entered correction territory, falling more than 10% from its October 6 high.Combined AI spending by major technology companies is expected to exceed $730 billion this year. So the question remains whether this money is being thrown down a black hole.Tonight at 7PM ET, ZeroHedge brings together two veteran investors on opposing sides of the AI trade: Gene Munster and George Noble, moderated by Jack Farley, h...
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
