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24.09.26 - 02:30
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Microsoft reframes AI ROI calculations, keeps in-house ASICs for internal use (Digitimes)
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Microsoft is changing how companies evaluate their generative AI investments, as the technology evolves from its beginnings as a productivity tool into deeper uses in core business workflows. In addition to token consumption and model costs, Microsoft Taiwan general manager Sean Pien points out that corporations are also examining how AI actually benefits workflows and innovation, making return-on-investment (ROI) evaluations harder to judge solely on the basis of time or labor savings....
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24.09.26 - 02:01
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Tech-Bosse warnen UN-Sicherheitsrat vor KI (Tagesschau)
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Die Chefs der größten US-amerikanischen KI-Firmen OpenAI und Anthropic, Altman und Amodei, warnen weiter vor ihrer eigenen Technologie. Vor dem UN-Sicherheitsrat boten beide an, an stärkerer Regulierung mitzuwirken. Von Giselle Ucar....
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24.09.26 - 00:36
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Toner: There′s a Lot of Upside To AI if We Do It Right (Bloomberg)
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Helen Toner, Executive Director at Georgetown's Center for Security and Emerging Technology and Former OpenAI Board Member sat down Bloomberg's Romaine Bostick from the Financial Markets Quality Conference at Georgetown University to break down the status of AI regulation in the US, the AI race with China, and where she thinks AI pacing should go from here. (Source: Bloomberg)...
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24.09.26 - 00:30
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Startups Modal, Baseten in Funding Talks to Help Businesses Run AI (Bloomberg)
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Two startups that provide platforms to help businesses run artificial intelligence models are in funding talks to double their valuations in quick succession, a sign of surging investor demand for infrastructure services that support wider AI adoption. Modal Labs is in discussions to raise new financing at a roughly $15 billion valuation, according to two people familiar with the matter, roughly triple what it was worth in a round four months ago. Baseten is in talks for a funding round that cou...
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24.09.26 - 00:18
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Beijing Moves Down The AI Stack: After GPUs, China Is Coming For Broadcom′s Switches (ZeroHedge)
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Beijing Moves Down The AI Stack: After GPUs, China Is Coming For Broadcom's Switches
Xi Jinping lands in Washington for a state visit today, but as Bloomberg sums up the mood in one line: the two leaders "may find common ground on AI safety, but neither is willing to give ground in the technology race." And right on schedule, the FT reports that Beijing has started counting Broadcom switches.
According to the FT, China's State-owned Assets Supervision and Administration Commission (SASAC), which oversees the country's state-owned companies, has spent recent weeks surveying how much Broadcom switching gear is installed in state-controlled data centres. The count came back... high: "The survey found that the penetration rate of Broadcom switches among state-owned companies could be as high as 90 per cent, one of the people said."
The exercise supports Beijing's "domestic chips for domestic use" campaign. The initial findings could lead SASAC to issue "inf...
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