OpenAI seeks $7 trillion to accelerate chip production, which could challenge Nvidia’s dominance. The divide between AI’s software and hardware industries is growing.
Microsoft takes on Apple and Amazon: It continues to lead Big Tech on generative AI. An unbalanced marketplace poses financial risks for the entire industry and beyond.
Chatbots from Google and Microsoft spin tall tales about the Super Bowl: Gemini and Copilot gave users wildly inaccurate information about the high-profile event. It’s an industry pitfall.
On today's podcast episode, we discuss how Amazon turned its ecommerce business around, how much its new AI shopping assistant moves the needle, and what's really driving its ad business. Tune in to the discussion with our analyst Zak Stambor and vice president of content Paul Verna.
On today's podcast episode, we discuss how much Amazon's new shopping chatbot can move the needle, what Planet Fitness' out-of-home ad network looks like, becoming a digital mannequin to see what clothes look like on you, whether minutelong soap operas will catch on, who the smartest people in the world are, and more. Tune into the discussion with vice president of content Suzy Davidkhanian, analyst Evelyn Mitchell-Wolf, and vice president of Briefings Stephanie Taglianetti.
US efforts to hinder China’s AI and semiconductor growth are undermined by billions in early funding from US VCs to Chinese firms, which now factor into the AI and chip race.
Nvidia is worth as much as China’s entire stock market: Its bull run rests on smart strategic decisions on the AI chip front. It will be hard for rivals to catch up.
OpenAI, Google, and Nvidia are among 200 companies participating in the US government’s consortium to standardize safety. Will tech’s most competitive companies get along?
D-ID is giving generative AI chatbots an approachable face: The startup stands out for its financial stability in the challenging AI sector. Others could emulate its product focus and efficiency.
Google’s Gemini is more than a generative AI contender—by replacing Google Assistant and Search, it’s taking over Google’s massive user install base in areas OpenAI can’t reach.
OpenAI moves beyond chatbots to AI agents: The move could be a sector game-changer but poses risks that will make consumers uneasy and require winning trust.
The company’s shares soared 60% as a vote of confidence in its resilience and importance in the shift to on-device AI and data center technologies.
VC hesitancy is the latest generative AI trend: Funding still invigorates the sector, but overvaluation and competitiveness concerns have quelled the excitement.
Google Cloud teams up with Singapore on AI expansion: The country’s AI enthusiasm and investment could be advantageous for Google as it competes with AWS and Microsoft.
On the podcast we discuss what to expect as banks deploy more AI in 2024. We chat about several use cases for AI, like customer service and chatbots, personalized banking services, fraud detection and prevention, credit scoring and risk assessment, as well as personalized marketing. In “Place Your Bets,” we distribute 10 points to four predictions in order to rank the relative likeliness that each one will come true. We rank the following to see which is most likely to happen in 2024: news stories about overzealous chatbots stops banks from rolling them out, regulators squash attempts to use AI for investment advice, the deployment of AI enables banks to initiate massive layoffs, and small banks and credit unions are able to win more customers because of their deployment of AI for customer service. Listen to the conversation with host Rob Rubin and our analysts Jacob Bourne and Gadjo Sevilla.
US advertising sector adds 2,000 jobs, reaching a record high: The robust job market reflects a stable, growing economy.
The sector’s blueprint for recovery focuses on efficiency, innovation, and strategic investments in AI, cloud computing, and cybersecurity.
YouTube TV surges to 8 million subscribers: Google’s diversification strategy is paying off as it keeps a finger on the pulse of consumers’ digital entertainment preferences.
Zuck is reading our 20-year-old Facebook posts: He says they’re being used to train AI models, but it raises a key question about who owns the content.
On today's podcast episode, we discuss what artificial general intelligence (AGI) is capable of, why everyone is rushing to create it, and how close we are to reaching it. "In Other News," we talk about 'Ready Player One' becoming a metaverse experience and how we will start controlling our smart homes. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.