The AI boom has triggered a historic spending spree. By 2028, investment in chips, servers and data centers could reach nearly $3 trillion, according to Morgan Stanley. On this episode of Bold Names, ...
We’re watching a new trend in semiconductor stocks concerning circular deals. Here’s why we think investors should be keeping an eye on it, though they shouldn’t be particularly worried at this point.
“The action will clearly fuel ‘circular’ concerns,” Stacy Rasgon, an analyst with Bernstein Research, wrote in an investor note after the deal was announced. Those concerns have followed Nvidia, to ...
Apple’s recent AI research paper, “The Illusion of Thinking”, has been making waves for its blunt conclusion: even the most advanced Large Reasoning Models (LRMs) collapse on complex tasks. But not ...
With just a few days to go until WWDC 2025, Apple published a new AI study that could mark a turning point for the future of AI as we move closer to AGI. Apple created tests that reveal reasoning AI ...
Something was bothering Ian Thomas about AI agents - and it wasn't just the hype. It was the confusion over what agents actually do (agent-washing by vendors doesn't help either). So he wrote a ...
An analysis by Epoch AI, a nonprofit AI research institute, suggests the AI industry may not be able to eke massive performance gains out of reasoning AI models for much longer. As soon as within a ...
AI is graduating from recognition to reasoning—and organizations must follow suit by scaling their computing power with purpose-built AI infrastructure. In association withMicrosoft and NVIDIA Anyone ...
AI labs like OpenAI claim that their so-called “reasoning” AI models, which can “think” through problems step by step, are more capable than their non-reasoning counterparts in specific domains, such ...
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