The world of artificial intelligence is undergoing a significant shift, with various players vying for dominance. In this news brief, we'll explore the latest developments in AI, from the emergence of new players to the adoption of AI models in various industries.
DeepSeek Revolutionizes AI Landscape
DeepSeek, a Chinese AI chatbot, has been making waves in the AI community with its efficiency and scalability. Developed for a fraction of the cost of high-profile US competitors, DeepSeek operates on far less computing power, making it a game-changer for countries with limited resources. However, this opportunity comes with risks, and Latin America must assess the hidden costs of adoption.
Nvidia's Dominance in AI Processors
Nvidia is set to consume 77% of wafers used for AI processors in 2025, according to a report by Morgan Stanley. This dominance is expected to increase from 51% in 2024, with Nvidia's B200 GPU requiring 220,000 wafers, generating $5.84 billion in revenue. Other industry heavyweights, such as AWS and Google, are expected to see their shares decline.
Humane's AI Pin Discontinued
Humane has announced the discontinuation of its AI Pin, a wearable AI gadget that was intended to replace smartphones. The AI Pin will stop working in 10 days, and all customer data will be permanently deleted. This move comes after Humane's acquisition by HP, which will form an AI innovation lab.
South Korea's GPU Investment
South Korea is planning to acquire 10,000 high-performance GPUs for its AI computing centre before the year ends. This move aims to strengthen the country's national AI computing capabilities and stay competitive in the global AI ecosystem.
Tiger Brokers Adopts DeepSeek's AI Model
Tiger Brokers, a Chinese online brokerage company, has announced the integration of DeepSeek's AI model into its AI-powered chatbot, TigerGPT. This move aims to improve investment support capabilities and decision-making for global investors.
Palantir and AMD Poised to Revolutionize Markets
Palantir Technologies aims for a $1 trillion valuation with strong advancements in data analytics, while AMD enhances its semiconductor presence, capitalizing on the AI-driven transformation in global data centers.
EU Accused of Leaving Copyright Loophole in AI Act
Axel Voss, the architect of EU copyright law, has accused the EU of leaving a 'devastating' copyright loophole in the AI Act. This exemption from copyright law was intended for limited private use, not for big tech companies to harvest vast amounts of intellectual property.
Artificial Intelligence Meets Embedded Development
Microchip Technology Inc. is leveraging the power of Artificial Intelligence (AI) to assist software developers and embedded engineers in writing and debugging code with the launch of its MPLAB AI Coding Assistant.
Could SoundHound Leave Other AI Stocks in the Dust?
SoundHound (NASDAQ: SOUN) has been a hot stock over the past year, but hasn't been able to reach profitability. Is the lead in voice AI enough to be a 10x stock or are shares overhyped?
Key Takeaways
- DeepSeek's efficiency and scalability are transforming the AI landscape, but Latin America must assess the hidden costs of adoption.
- Nvidia's dominance in AI processors is expected to increase in 2025, with a 77% share of wafers used for AI processors.
- South Korea is planning to acquire 10,000 high-performance GPUs for its AI computing centre before the year ends.
- Tiger Brokers has adopted DeepSeek's AI model into its AI-powered chatbot, TigerGPT.
- Palantir Technologies aims for a $1 trillion valuation with strong advancements in data analytics.
- The EU is accused of leaving a 'devastating' copyright loophole in the AI Act.
- Microchip Technology Inc. is leveraging the power of AI to assist software developers and embedded engineers in writing and debugging code.
- SoundHound's lead in voice AI is expected to be a 10x stock, but shares may be overhyped.
Sources
- DeepSeek Reveals Latin America’s AI Crossroads
- Nvidia to consume 77% of wafers used for AI processors in 2025: Report
- Humane has killed its Ai Pin less than a year after its release
- AI leadership goal drives South Korea’s GPU investment
- Tiger Brokers adopts DeepSeek's AI model to enhance investment chatbot
- AI Investment Marvels: Palantir and AMD Poised to Revolutionize Markets
- DeepSeek Heralds New Era Of Artificial Good-Enough Intelligence
- EU accused of leaving ‘devastating’ copyright loophole in AI Act
- Artificial Intelligence Meets Embedded Development with Microchip’s MPLAB® AI Coding Assistant
- Could SoundHound Leave Other AI Stocks in the Dust?