The world of artificial intelligence (AI) is rapidly evolving, with breakthroughs in technology and innovations in various industries. In this news brief, we'll explore the latest developments in AI, from advancements in chip technology to the growing importance of AI ethics.
Nvidia's GTC Conference
Nvidia's annual GTC conference is underway, with the company expected to unveil its next AI chips, including the Blackwell Ultra and Vera Rubin. Analysts are expecting the conference to be a "catalyst" for the company, with Jefferies analysts saying it will be "another positive catalyst to help solidify the performance advantages of Blackwell and lay a framework for continued AI spending, particularly on the inference side." Bank of America analysts are looking forward to hearing more about Nvidia's next-generation networking technology and its long-term opportunities in autonomous cars, physical AI such as robotics, and quantum computing.
Google's Partnership with MediaTek
Google is reportedly exploring a partnership with Taiwan-based MediaTek to help design and produce some of its artificial intelligence (AI) chips, potentially reducing Broadcom's exclusive role in the business. This move could mean that Broadcom will now have to share the TPU business with a rival. The report emphasized that the move does not mean Google has cut ties with Broadcom, with the companies said to still be in talks to continue co-designing some TPU chips.
AI Reshaping the PERS Market
Artificial intelligence and other technological innovations have made aging in place much more viable, and in some cases, even cool. The PERS market is growing rapidly, with 10,000 newly classified senior citizens in the U.S. alone every day, many of whom are seeking solutions to extend their time living independently. AI-enabled PERS solutions are transforming the industry, with Large Language Models (LLMs) reducing false alarms and enhancing user engagement.
AI Safety on the Chopping Block
The US-China rivalry is redefining regulation in the AI industry. The US is pushing for stricter regulations on AI, while China is taking a more relaxed approach. This has led to a debate on the safety of AI and its potential impact on society.
Upstart: A Favourite AI Stock to Buy and Hold
Upstart is an AI stock that might outpace Nvidia in 2025 and beyond. Valued at a market cap of $4.34 billion, Upstart operates a cloud-based lending platform powered by AI. The platform aggregates consumer demand for loans and connects it to its lending partner network. Shares of Upstart jumped following the company’s impressive fourth-quarter (Q4) results, with executives projecting a strong recovery after weathering a challenging lending environment over the past two years.
Quantum Computing and AI Stocks Rise
Shares of quantum computing and artificial intelligence companies rose on Monday, as investors hoped that Nvidia would blow some life back into the beaten-down sectors with new announcements at its annual conference. The five-day GTC AI conference will devote an entire day to quantum computing and feature executives from notable firms including D-Wave Quantum and Rigetti Computing.
AI Ethics at the Global Council
Dr. Eman El-Sheikh, a prominent figure at the University of West Florida's Center for Cybersecurity, recently shared insights into her work with the Global Council for Responsible Artificial Intelligence. Dr. El-Sheikh discussed the importance of ethical considerations in the development and deployment of artificial intelligence technologies.
Key Takeaways
- Nvidia's GTC conference is expected to be a catalyst for the company, with analysts looking forward to hearing more about its next-generation AI chips and networking technology.
- Google is exploring a partnership with MediaTek to help design and produce some of its AI chips, potentially reducing Broadcom's exclusive role in the business.
- AI-enabled PERS solutions are transforming the industry, with Large Language Models (LLMs) reducing false alarms and enhancing user engagement.
- The US-China rivalry is redefining regulation in the AI industry, with the US pushing for stricter regulations and China taking a more relaxed approach.
- Upstart is an AI stock that might outpace Nvidia in 2025 and beyond, with shares jumping following the company’s impressive fourth-quarter (Q4) results.
- Quantum computing and AI stocks rose on Monday, as investors hoped that Nvidia would blow some life back into the beaten-down sectors with new announcements at its annual conference.
- AI ethics is becoming increasingly important, with Dr. Eman El-Sheikh discussing the importance of ethical considerations in the development and deployment of artificial intelligence technologies.
Sources
- Explaining Tokens — the Language and Currency of AI
- Nvidia's GTC is coming. Here's what analysts are saying
- Broadcom falls on report Google may work with MediaTek on AI
- Broadcom dips after report that Alphabet’s turning elsewhere for custom AI chips
- AI Reshaping the PERS Market
- AI Has Great Power – Data Security Is A Must - Brand Engagement Network (NASDAQ:BNAI)
- AI safety on the chopping block: How US-China rivalry is redefining regulation
- Missed Out on Nvidia? My Favourite AI Stock to Buy and Hold
- Quantum computing, AI stocks rise as Nvidia kicks off annual conference
- UWF cybersecurity expert discusses AI ethics at global council