by Jeffrey Cooper | Dec 25, 2024 | AI, Semiconductors
The Nvidia supplier is the best way to play the AI theme Taiwan Semiconductor Manufacturing Co. (TSMC) hit a record high, capping a stellar year with an 82% stock surge driven by its role in AI growth. With key clients like Nvidia, Apple, and AMD, TSMC benefits from...
by Jeffrey Cooper | Dec 24, 2024 | AI, Semiconductors
Why Semiconductors Are Outpacing U.S. Manufacturing In the first 11 months of 2024, the U.S. semiconductor production index surged by 7.1% year over year, even as the broader manufacturing production index fell by 0.5%. Over the past decade, semiconductor production...
by Jeffrey Cooper | Dec 23, 2024 | AI, Semiconductors
The billionaire SoftBank founder promises to invest $100 billion in the US as part of a sweeping redemption plan. Masayoshi Son, founder of SoftBank, is channeling his trademark visionary approach into a high-stakes bid to rival Nvidia’s dominance in AI...
by Jeffrey Cooper | Dec 23, 2024 | AI
The rise of generative AI tools like ChatGPT has fueled excitement and anxiety in the business world. Companies like Duolingo, GoDaddy, and Wix have adapted and thrived, leveraging AI to reduce costs and expand offerings. In contrast, others like Chegg and Yelp have...
by Jeffrey Cooper | Dec 23, 2024 | AI
Meta Monetizes Llama Models – Meta will begin charging commercial users of its Llama models while retaining free access for academics, hobbyists, and small startups. Scaling Laws Expand to Robotics and Biology – Scaling laws, which have driven improvements in language...
by Jeffrey Cooper | Dec 22, 2024 | AI
OpenAI has run into problem after problem on its new artificial intelligence project, code-named Orion (GPT-5) OpenAI’s ambitious GPT-5 project, code-named Orion, has encountered significant delays, skyrocketing costs, and technological setbacks as the company strives...
