While others see an inflating AI bubble that could burst and lose investors a boatload of money, others see underinvestment in some specific parts of the theme. Undoubtedly, it's hard to know with any ...
What began as a race to build better AI models has escalated into a competition for compute, talent, and control. Foundation models—large-scale systems trained on vast datasets to generate text, ...
Apple, Microsoft and Meta are down 13%, 17% and 18% respectively from all-time highs. Andrew Ng sees the AI application layer as underinvested. BNP Paribas recently highlighted ServiceNow as one of ...