… Conversely, more than 50% say they can’t yet tell whether this AI deployment is actually delivering on the expected productivity gains. A mere 27% of CEOs said the return on AI investment had actually met or exceeded expectations, down from 38% the previous year. …
… Ubisoft's full-year earnings report stated the company is "accelerating investments behind Teammates, its first playable Generative AI experience, to enrich player experiences," while also building AI-powered QA bots and systems for NPCs that "can adapt to player behavior and react more dynamically… …
… EDF chairman Bernard Fontana said in the announcement that the Bouchain project showed France's ability to host large-scale digital infrastructure on "competitive, sovereign and low-carbon electricity." The French investment adds to a global spending run that includes the Ohio project and more than… …
… "AI is driving the largest infrastructure buildout of our time — and a once-in-a-generation opportunity to reinvigorate American manufacturing and supply chains," said Jensen Huang, founder and CEO of Nvidia. …
… True enough, Nvidia’s AI chip market share in China has fallen to “zero percent,” compared to the 95% it previously held before the AI chip bans. And even if that’s the case, Chinese firms still continue making frontier AI models and remain competitive against American AI tech companies. …
… Goldman Sachs' recent AI agent report suggests that the massive efficiency gains coming from next-generation inferencing chips would make AI use so much cheaper that investment can continue unabated, and profit should follow, with AI agents increasing the revenue at AI companies enormously. …
… Nvidia said that " it's investing a lot to make sure the Windows on Arm experience is great," and "the reason RTX Spark can succeed is because our full effort is behind this platform and bringing it to market." Given Nvidia's position as the most valuable company in the world and its leading positi… …
… All that time leaves an opportunity for creative investments, but, unfortunately, Bumo Sarang chose quite possibly the worst one imaginable —one that's actively affected by "volatility decay." Volatility decay is basically a mathematical phenomenon pertaining to leveraged investments like ETFs in t… …
… Go deeper with TH Premium: Memory AI data centers are swallowing the world's memory and storage supply The future of DRAM: From DDR5 to future ICs High-bandwidth memory roadmap Here's why HBM is coming for your PC's RAM The 1α process node , which Micron first brought to volume production at its Ta… …
… Asus, Gigabyte, and ASRock have pivoted some of their production towards AI servers, allowing them to capture some of the investments that hyperscalers are generously pouring into their data centers. …