We recently published a list of 12 News and AI ratings are monitored. In this article, we will examine where Super Micro Computer, Inc. (Nasdaq: SMCI) stands against other news from AI and investors keep an eye.
Josh Wolfe, co-founder of Lux Capital, discussed the current space of AI and the growing importance of capital and human talents on the ground as he joined Caroline Hyde and Mike Shepard on “Bloomberg Technology ». He underlined how investments in large foundation models, previously considered to be revolutionary, are overshadowed by more profitable opening models and the rise of new AI applications, in particular in physical intelligence, robotics and biology.
Wolfe highlighted the importance of the geopolitical implications of AI models, in particular with regard to competition between the United States and China. He stressed that American leadership in AI is in danger due to rapid progress in China and its ability to produce a large part of AI talents in the world. Wolfe also underlined the concerns about Chinese companies supported by the State, such as Tiktok and Huawei, which he considers extensions of the Chinese government, posing national security risks. He stressed the importance of attracting the best international talents in the United States to maintain a competitive advantage because China produces a large percentage of IA researchers and students.
In addition, Wolfe noted the growing importance of AI infrastructure, in particular in equipment and inference. It predicts a change to the treatment of AI available, which could reduce dependence on the cloud -based systems and modify the competitive landscape in AI. On national security, Wolfe welcomed initiatives that promote collaboration between technologists, political decision-makers and venture capital to strengthen American competitiveness. He also expressed his concerns about the potential challenges of financing scientific research under the current administration, urging more federal investment in fundamental sciences and research to promote innovation, in particular in physical sciences, robotics and spatial exploration.
Wolfe concluded by emphasizing the need for more support for young researchers, as significant breakthroughs often come from ambitious and unconventional ideas, and have called for a stronger concentration of American leadership in these fields.
For this article, we have selected AI actions by examining the press articles, the analysis of actions and the press releases. We have listed the actions in the growing order of their feeling of hedge fund from the 900 Hedge Funds database of Insider Monkey.