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Micron CEO Sanjay Mehrotra showcases next-gen chip to support larger AI models
CNBC Television· 2025-06-26 15:57
You're absolutely right. We are very much the heart of this data revolution that's fueling uh AI. Let me show you this next generation memory.And I know this is difficult to see here between my thumb and my finger, but this is HBM4. This is the next generation memory. This is going to be key in terms of addressing the generative AI models as they get larger and more complex in driving the performance requirements, the low power requirements that are needed for inference applications for chain of reasoning s ...
SoundHound AI vs. Cerence: Which Voice AI Stock Holds More Promise?
ZACKS· 2025-06-26 15:20
Core Insights - Voice-driven artificial intelligence is becoming a critical area in technology, with SoundHound AI, Inc. and Cerence Inc. leading in this niche [1] - SoundHound is a newer player with a broad industry focus, while Cerence specializes in automotive voice assistants [2][3] SoundHound AI Overview - SoundHound combines advanced speech recognition with large language models, enabling natural voice interactions across various sectors [4] - The company has a three-pronged strategy focusing on enterprise agents, automotive assistants, and voice commerce, which enhances its market position [5] - In Q1 2025, SoundHound reported a 151% year-over-year revenue increase to $29.1 million, driven by growth in restaurant and enterprise solutions [6][8] - The company aims for full-year revenue guidance of $157-$177 million, indicating potential for significant growth [6][8] Cerence Inc. Overview - Cerence is the leading voice AI provider in the automotive sector, with its technology embedded in over 500 million vehicles and powering approximately 51% of cars produced in the last year [9] - The company reported a 15% year-over-year revenue increase to $78 million in its fiscal second quarter, aided by a one-time fixed-license boost [11] - Cerence maintains a fiscal 2025 revenue guidance of $236-$247 million, reflecting challenges due to the loss of the Toyota contract [12] Competitive Landscape - SoundHound faces competition from major tech companies like Alphabet, Amazon, and Apple, which dominate the AI-powered voice assistant market [7] - Cerence's competitive edge lies in its ability to offer white-labeled voice assistants that maintain brand identity for automakers [9] Stock Performance and Valuation - SoundHound's stock has increased by 7.7% over the past three months, while Cerence shares have risen by 10.6% [14] - SoundHound has a market capitalization of approximately $3.85 billion, trading at about 20.67X forward 12-month sales, indicating a high valuation [17][18] - Cerence, with a market capitalization of around $407.5 million, trades at roughly 1.61X trailing 12-month sales, suggesting a more attractive valuation compared to SoundHound [18] Investment Outlook - SoundHound's diversified industry exposure and strong revenue growth position it for broader upside as voice interfaces gain adoption [24] - Cerence, while established in the automotive market, faces growth constraints and challenges from contract losses [24]
ICCV 2025放榜!录取率24%,夏威夷门票你抢到了吗?
具身智能之心· 2025-06-26 14:19
Core Viewpoint - The article discusses the significant increase in submissions to the ICCV 2025 conference, reflecting rapid growth in the computer vision field and the challenges faced in the peer review process due to the high volume of submissions [3][26][31]. Submission and Acceptance Data - ICCV 2025 received 11,239 valid submissions, with 2,699 papers accepted, resulting in an acceptance rate of 24% [3][4]. - In comparison, ICCV 2023 had 8,260 submissions and accepted 2,160 papers, yielding an acceptance rate of approximately 26.15% [6]. - Historical data shows ICCV 2021 had 6,152 submissions with a 26.20% acceptance rate, and ICCV 2019 had 4,323 submissions with a 25% acceptance rate [6]. Peer Review Challenges - Despite the increase in submissions, the acceptance rate has remained relatively stable, hovering around 25% to 26% [4]. - The ICCV 2025 conference implemented a new policy to enhance accountability and integrity, identifying 25 irresponsible reviewers and rejecting 29 associated papers [4][5]. - The article highlights the growing challenges in the peer review process as submission volumes exceed 10,000, with NIPS expected to surpass 30,000 submissions [31]. Recommendations for Peer Review System - The article advocates for a two-way feedback loop in the peer review process, allowing authors to evaluate review quality while reviewers receive formal recognition [34][38]. - It suggests a systematic reviewer reward mechanism to incentivize high-quality reviews [38]. - The need for reforms in the peer review system is emphasized to address issues of fairness and accountability [36][37].
INVESTOR DEADLINE: Robbins Geller Rudman & Dowd LLP Announces that Tempus AI, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit – TEM
GlobeNewswire News Room· 2025-06-26 13:30
SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers of Tempus AI, Inc. (NASDAQ: TEM) common stock between August 6, 2024 and May 27, 2025, both dates inclusive (the “Class Period”), have until August 12, 2025 to seek appointment as lead plaintiff of the Tempus AI class action lawsuit. Captioned Shouse v. Tempus AI, Inc., No. 25-cv-06534 (N.D. Ill.), the Tempus AI class action lawsuit charges Tempus AI as well as certain of Tempus AI’s top e ...
Cerence AI Powers In-Car Experience in Premier German Automaker’s New Electric Sedan
Globenewswire· 2025-06-26 12:00
Core Insights - Cerence Inc. announced the integration of its AI technologies into the next-generation MBUX system, debuting in the all-electric Mercedes-Benz CLA, marking a significant milestone in their collaboration with Mercedes-Benz [1][2] - The MBUX Virtual Assistant will feature advanced conversational capabilities, including a new "living" avatar and enhanced emotional interaction through Cerence's neural text-to-speech technology [2][3] - Cerence AI's solutions support seamless interaction across 25 languages, enhancing the user experience for drivers and passengers [2][5] Company Overview - Cerence Inc. is a leader in creating AI-powered experiences in the automotive sector, with over 500 million cars equipped with its technology [5] - The company focuses on voice interaction technologies, generative AI, and large language models to improve safety and connectivity in vehicles [5] - Cerence is headquartered in Burlington, Massachusetts, and collaborates with major automakers and technology firms to innovate user experiences [5]
Building The Pentagon's Future Force: AeroVironment Delivers
Seeking Alpha· 2025-06-25 16:39
Core Insights - The article discusses the expertise of a DevOps Engineer specializing in AI tools and applications, highlighting their deep knowledge in generative AI systems and machine learning algorithms [1] - The engineer is pursuing advanced AWS machine learning certifications to enhance their expertise in AI and machine learning [1] - The engineer contributes insights on AI and machine learning through an investment-focused lens on Seeking Alpha [1] Group 1 - The engineer works for a major subsidiary of a large-cap Fortune 500 company, indicating a strong corporate backing and resources [1] - The engineer ranks 792 out of 31,393 financial bloggers and 1,308 out of 41,021 experts according to TipRanks, showcasing their credibility and recognition in the field [1] - The engineer has no current stock or derivative positions in any mentioned companies, ensuring an unbiased perspective in their analysis [1]
Scarcity Wins: How Hermes Outprices Rivals And Still Grows Double-Digits
Seeking Alpha· 2025-06-25 16:12
Core Insights - The article discusses the expertise of a DevOps Engineer specializing in AI tools and applications, highlighting their deep knowledge in generative AI systems and machine learning algorithms [1] - The engineer is pursuing advanced AWS machine learning certifications to enhance their expertise in AI and machine learning [1] - The engineer contributes insights on AI and machine learning through an investment-focused lens on Seeking Alpha [1] Group 1 - The engineer works for a major subsidiary of a large-cap Fortune 500 company, indicating a strong corporate backing and resources [1] - The engineer ranks highly among financial bloggers and experts, showcasing their credibility and influence in the investment community [1] - The article emphasizes that the engineer has no financial positions in the companies mentioned, ensuring an unbiased perspective [1] Group 2 - The engineer's focus on the buildout, deployment, and maintenance of AI tools suggests a practical approach to AI implementation in business [1] - The mention of machine learning algorithms and model training indicates a technical depth that could be valuable for companies looking to adopt AI solutions [1] - The article reflects a growing trend in the industry towards advanced certifications and expertise in AI and machine learning, which may influence hiring and investment decisions [1]
Dataiku Joins HPE Unleash AI Ecosystem to Accelerate Enterprise AI
GlobeNewswire News Room· 2025-06-25 16:01
Core Insights - Dataiku has joined the HPE Unleash AI partner program to enhance the deployment and adoption of generative and agentic AI in enterprises [1][2] - The collaboration aims to provide organizations with the necessary tools and infrastructure to operationalize AI effectively, ensuring speed, confidence, and governance [3][4] Company Overview - Dataiku's Universal AI Platform is designed to enable enterprises to create, connect, and control AI agents across various business types and tech stacks [2][10] - The platform is trusted by 1 in 4 of the world's top companies, as per the 2024 Forbes Global 2000 list, and serves multiple industries including financial services, healthcare, retail, and manufacturing [5][11] Partnership Benefits - Through the HPE Unleash AI program, Dataiku customers will have access to resources such as technical workshops, joint support, and co-innovation opportunities to facilitate AI adoption [6][7] - The partnership aims to improve collaboration between technical and business teams, enhance governance and transparency, and optimize compute resource usage while maintaining predictable costs [7] Technological Integration - The alliance combines HPE's AI-optimized infrastructure with NVIDIA's industry-specific AI Blueprints, creating a unified foundation for enterprise AI innovation [4][9] - Dataiku's platform supports the orchestration of end-to-end AI workflows in a governed and collaborative environment, ensuring enterprise-grade performance and security [9][10]
EY US & Bayer Win “Artificial Intelligence for Good” Award in 2025 AI Breakthrough Awards Program
GlobeNewswire News Room· 2025-06-25 14:00
Core Insights - EY US and Bayer's Crop Science division won the "AI for Good Award" for their collaboration on the GenAI solution E.L.Y, aimed at enhancing agronomic knowledge delivery to farmers [1][5][6] - The E.L.Y system utilizes a large language model built on Microsoft Azure AI Foundry, integrating decades of Bayer's agronomy content to provide accurate responses to complex queries from farmers [2][3] Company Overview - EY is focused on building a better working world through innovation and technology, helping clients address pressing issues and create new value [9][10] - Bayer operates in the life sciences sector, emphasizing health care and nutrition, with a mission to address global challenges related to population growth and aging [12] Technology and Innovation - The E.L.Y solution employs Retrieval Augmented Generation (RAG) to dynamically retrieve relevant information, ensuring real-time, accurate responses to agronomy-related inquiries [4] - The system is designed to empower agronomic advisors and improve the customer experience for farmers, contributing to increased food security [5][6] Market Recognition - The AI Breakthrough Awards program received over 5,000 nominations from more than 20 countries, highlighting the significant growth and global importance of AI technologies [5][6]
BlackBerry stock pops on first quarter earnings beat
Proactiveinvestors NA· 2025-06-25 13:37
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - The company is committed to using technology to enhance workflows and has a team with decades of expertise [4] - Proactive occasionally employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]