Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Private Capital Markets

<ul>
<li>Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community</li>
<li>Their recent paper on transformer LLM models has sparked interest and confusion, particularly regarding training and inference costs</li>
<li>Despite claims of training on a small pool of GPUs, it is speculated that Deep Seq has access to tens of thousands of GPUs, challenging traditional notions of cost and capabilities in AI research.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community
Their recent paper on transformer LLM models has sparked interest and confusion, particularly regarding training and inference costs
Despite claims of training on a small pool of GPUs, it is speculated that Deep Seq has access to tens of thousands of GPUs, challenging traditional notions of cost and capabilities in AI research.

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

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Thematic (Sector/Industry)

<ul><li>AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.</li><li>The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.</li><li>Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast dissecting business, technology & media, Analyse Asia

Analyse Asia with Bernard Leong

Podcast dissecting business, technology & media

Analyse Asia

The premiere weekly podcast dissecting the pulse of business, technology & media in Asia. Hear our host interviewing leading journalists, senior executives, respectable authors & thinkers, entrepreneurs & thought leaders to discuss the most important issues that move and shake the business landscape in the Asia Pacific. The show is originally created and hosted by Bernard Leong.

<ul><li>Data center growth is driven by the need to support AI servers and generative AI technology</li><li>Data centers need to be built closer to users for efficient data processing</li><li>Chief Development Officer Jay Park from Digital Edge shares his career journey and insights on the evolving data center landscape in Asia and the impact of AI technology.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Data center growth is driven by the need to support AI servers and generative AI technologyData centers need to be built closer to users for efficient data processingChief Development Officer Jay Park from Digital Edge shares his career journey and insights on the evolving data center landscape in Asia and the impact of AI technology.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Data Centres in the Era of AI with Jay Park

<ul><li>Transition from the Internet era of servers to the AI era of backend</li><li>Software advancements are outpacing silicon capabilities</li><li>Question raised about who will benefit from advances in AI technology, particularly in terms of hardware market competitiveness</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Transition from the Internet era of servers to the AI era of backendSoftware advancements are outpacing silicon capabilitiesQuestion raised about who will benefit from advances in AI technology, particularly in terms of hardware market competitivenessThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

<ul><li>AI is being recognized as a megaforce with trillions of dollars of impact on the global economy and broad implications across various sectors</li><li>Investors are increasingly interested in the AI theme and its potential impact on portfolios, with a focus on what's next in AI development</li><li>The AI theme is still in its early stages, with advancements in technology, data growth, and computing power expected to drive exponential growth and value in AI over the next decade.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI is being recognized as a megaforce with trillions of dollars of impact on the global economy and broad implications across various sectorsInvestors are increasingly interested in the AI theme and its potential impact on portfolios, with a focus on what's next in AI developmentThe AI theme is still in its early stages, with advancements in technology, data growth, and computing power expected to drive exponential growth and value in AI over the next decade.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How To Invest In AI vs Tech In A Portfolio

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

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OpenAI (2193707D US)

Episode 102: Deeeeeepseeeeeeek!

Deepseek, formerly a quantitative hedge fund, has transitioned to building foundational AI models, causing a stir in the tech community Their...

The Circuit

AI's Three Investing Phases

The article discusses how AI is revolutionizing industries globally, with investors strategizing on how to capitalize on the technology's evolution...

The Bid

Data Centres in the Era of AI with Jay Park

The article explores the rapid growth in data center infrastructure driven by AI, the importance of energy efficiency, and an interview with Jay...

Analyse Asia with Bernard Leong

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

The transition to the AI era of backend technology is being driven by software advancements outpacing hardware advancements in the silicon...

The Circuit

How To Invest In AI vs Tech In A Portfolio

Various investing approaches to AI and specific sectors within the AI ecosystem are discussed, highlighting its significant impact on the global...

The Bid

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