The Age of AI Is Still in the Early Innings. -2-
China Data Point to Gradual Improvement, but Tariff Risk Looms
Lightmatter and ASE Partner to Bring 3D Photonics to Market
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Cathie Wood's Ark Invest Says Energy Bottlenecks Can't Stop AI Growth: Companies Could Go Partially Off-Grid
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
