Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

<ul>
<li>DeepSeek's R1 is a game changer that's taken the world by storm. It's a fantastic accomplishment by a Chinese team and a huge endorsement of the open source approach</li>
<li>US competitors have egg on their faces now, but they will adapt. Competition is always a good thing &amp; the future of AI just got a whole lot brighter</li>
<li>Last night’s selloff was overdone in our view. Happy CNY to all!</li>
</ul>


DeepSeek's R1 is a game changer that's taken the world by storm. It's a fantastic accomplishment by a Chinese team and a huge endorsement of the open source approach
US competitors have egg on their faces now, but they will adapt. Competition is always a good thing &amp; the future of AI just got a whole lot brighter
Last night’s selloff was overdone in our view. Happy CNY to all!


Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

Private Capital Markets

<ul>
<li>Anthropic is releasing a new, highly intelligent and powerful model in the near future</li>
<li>Developments in interpretability of AI models are progressing, allowing for greater understanding of decision-making processes</li>
<li>Progress in understanding AI models is happening rapidly, but keeping pace with the complexity of new models remains a challenge</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Anthropic is releasing a new, highly intelligent and powerful model in the near future
Developments in interpretability of AI models are progressing, allowing for greater understanding of decision-making processes
Progress in understanding AI models is happening rapidly, but keeping pace with the complexity of new models remains a challenge

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>A relatively unknown Chinese AI startup DeepSeek has recently caused a stir in Silicon Valley challenging the dominance of established giants like OpenAI, <a href="https://www.smartkarma.com/entities/alphabet-inc" target="_blank" data-smartkarma-citation="entities:33361:1" rel="noopener">Alphabet (GOOGL US)</a> <a href="https://www.smartkarma.com/entities/meta-platforms-inc-class-a-facebook" target="_blank" data-smartkarma-citation="entities:665:1" rel="noopener">Meta Platforms (Facebook) (META US)</a>.</li>
<li>DeepSeek's V3 model has a total of 671Bn parameters, or settings inside the AI model that it adjusts as it learns, it is actually only using 37Bn at a time.</li>
<li>The reported $5.5 million figure is not the total cost for developing DeepSeek-V3, it represents a significant portion of the training expenses. </li>
</ul>


A relatively unknown Chinese AI startup DeepSeek has recently caused a stir in Silicon Valley challenging the dominance of established giants like OpenAI, Alphabet (GOOGL US) Meta Platforms (Facebook) (META US).
DeepSeek's V3 model has a total of 671Bn parameters, or settings inside the AI model that it adjusts as it learns, it is actually only using 37Bn at a time.
The reported $5.5 million figure is not the total cost for developing DeepSeek-V3, it represents a significant portion of the training expenses. 


United States

Anthropic, PBC operates as an AI safety and research company. The Company builds reliable, interpretable, and steerable AI systems. Anthropic serves customers in the United States.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Anthropic (1892140D US)

DeepSeek R1. Ahem, This Is Awkward..

DeepSeek's R1 is a game changer that's taken the world by storm. It's a fantastic win by a Chinese team and a huge endorsement of the open source...

William Keating

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

Anthropic is developing a new highly intelligent and powerful AI model with a focus on interpretability, which is crucial for identifying bias,...

In Good Company with Nicolai Tangen

DeepSeek AI: A Buzz or a Revolution?

Chinese AI startup DeepSeek challenges Silicon Valley giants with its V3 model boasting 671Bn parameters, only using 37Bn at a time. Reported $5.5...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

DeepSeek R1. Ahem, This Is Awkward..

DeepSeek's R1 is a game changer that's taken the world by storm. It's a fantastic win by a Chinese team and a huge endorsement of the open source...

William Keating

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

Anthropic is developing a new highly intelligent and powerful AI model with a focus on interpretability, which is crucial for identifying bias,...

In Good Company with Nicolai Tangen

DeepSeek AI: A Buzz or a Revolution?

​Chinese AI startup DeepSeek challenges Silicon Valley giants with its V3 model boasting 671Bn parameters, only using 37Bn at a time. Reported $5.5...

Nimish Maheshwari

Chinese AI startup DeepSeek challenges Silicon Valley giants with its V3 model boasting 671Bn parameters, only using 37Bn at a time. Reported $5.5...