So, how did Jensen Wong and Nvidia get to where they are now. And what will it take to keep the momentum going. Let's bring in Tay Kim, senior technology writer at Barren and author of The Nvidia Way, a history of the company's unexpected rise to the top of the tech world.And Tay, it's great to have you back. Let's just set the scene here. A lot of people now asking like, come on with this guy, this company, you know, also because Bitcoin's at an all-time high this week, they feel like they're related.And N ...

重温《英伟达 GTC 2025》：挖掘 AI 算力需求预期差？ 20250706 摘要 美股算力领域表现突出，主要由推理和训练需求共振驱动，需关注大模 型和应用，而非仅依赖产业链数据。GTC 大会参会人数增加，AI 产业人 士占比提升，表明其对 AI 产业的重要性增强，蕴含大量信息差和预期差。 算力需求空间与 TOKEN 量密切相关，计算需求不断增加推动了这一趋 势的发展。海外算力公司的涨幅显著，仅靠传统业绩思路无法解释，需 深入分析 TOKEN 量如何影响计算需求，以及这些因素如何驱动未来趋 势。 Agentic AI 是推理模型衍生出的 AI 范式，强调任务分布执行和规划， 以完成某个任务为终极目标，通过拆解、分布、规划和执行来实现，能 够处理连续、多步骤的复杂或简单任务。 黄仁勋指出，现在不仅有预训练阶段，还有后训练（post training）和 测试时间（test time），这三个阶段都存在算力需求通胀，因此现在有 三条 skin law 曲线。 Q&A 全球 AI 算力跟踪的现状如何？与以往相比有哪些变化？ 当前全球 AI 算力的跟踪方式与以往有显著不同。过去主要通过产业链数据进行 跟踪，但这种 ...

We break down China’s new open-source reasoning model, MiniMax-M1: real benchmarks, hidden tradeoffs, and how it stacks up against competitors. https://t.co/sjgqJ13pgk ...

Adam D'Angelo, co-founder and CEO of Quora, shares insights from building Poe—the AI platform that gives users access to multiple language models and agents under one subscription. He reveals surprising patterns in consumer AI usage, explains how Poe's bot creators are earning millions annually, and discusses why reasoning models are driving growth. D'Angelo also explores the unique challenges of building in AI's rapidly changing landscape, where planning cycles have shrunk from years to just two months. Wa ...

AI reasoning models were supposed to be the industry’s next leap, promising smarter systems able to tackle more complex problems and a path to superintelligence. The latest releases from the major players in artificial intelligence, including OpenAI, Anthropic, Alphabet and DeepSeek, have been models with reasoning capabilities. Those reasoning models can execute on tougher tasks by “thinking,” or breaking problems into logical steps and showing their work. Now, a string of recent research is calling that i ...

Tech stocks continuing to rally, powering this market to a record high on the S&P. The NASDAQ 100 hitting its own record high. Nvidia, Microsoft, Broadcom at or near all-time highs on their own.But could the market be overlooking a major risk popping up in the next leg of the AI trade. Dear Drabosa digging into that in today's tech check, what are you worried about, Dearra. Well, this is what I'm worried about.AI's next big promise is reasoning. These are models that can think through problems, make plans, ...

Meta hires key OpenAI researcher to work on AI reasoning models | TechCrunch https://t.co/gwps46nZ9O ...

Everyone's betting on AI getting smarter. The amazing thing is they can reason. We're just at the beginning of the reasoning AI era.Smarter models, sharper intuition, superintelligence. I think we'll get superintelligence, and I would guess that it will be a continuation of this trend that humanity has been on for 100 plus years. Fueling explosive new demand for compute.The amount of computation necessary to do that reasoning process is 100 times more than what we used to do. And companies going all in, spe ...

企业部署 AI 不再是试验项目，而是战略行动。预算已经常态化、模型选择多元化、采购流程标准化、AI 应用开始系统落地。尽管产业需求和 企业需求碎片化，但这正是企业拥抱的方向。一些关键厂商正在脱颖而出，企业也越来越多选择成品应用以加速落地。 市场形态愈加接近传统软件，但变化节奏与复杂性却完全不同——这是 AI 的特有节奏。 2025年，AI大模型在企业场景的落地走到哪了？ 过去一年，AI在企业中的地位发生了根本性转变。它不再是创新实验室里一场场孤立的试验，也不仅是技术部门热衷的"新玩具"，而是真正走入了核心业 务系统，成为IT和经营预算中不可或缺的一部分。 这是一场静悄悄却迅猛的演进：AI模型变得更多样，采购流程愈发严谨，企业不再"自己造轮子"，而是开始像采购传统软件那样，有条不紊地选择、部 署、评估人工智能服务。技术领导者们正变得越来越成熟——他们明白，不同模型适配不同任务，用例碎片化是常态，而高质量的AI原生应用，正在快 速超越传统软件厂商。 近日，A16z发布了一份主题为《AI技术在企业场景落地》的调研报告，报告基于与20多位企业买家的深度访谈和100位CIO的调研，全面回顾了企业在 2025年如何部署、 ...

Reasoning models are systems that can execute more complicated tasks through a step-by-step logical thought process. Mistral's new model "is great at mathematics [and] great at coding," according to Mensch. "We're announcing in a couple of hours our new reasoning model, which is very much competitive with all the others and has the specificity of being able to reason in multiple languages," CEO Arthur Mensch told CNBC's Arjun Kharpal onstage during a fireside chat at London Tech Week. French founder of arti ...