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OSS to Attend NVIDIA GTC Paris 2025
Globenewswire· 2025-05-27 13:00
ESCONDIDO, Calif., May 27, 2025 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leading provider of rugged, enterprise-class compute solutions for AI, machine learning (ML), and sensor processing at the edge, and an NVIDIA TIER 2 OEM and a NPN Elite Partner, today announced its participation in the upcoming NVIDIA GTC Paris Conference. The event takes place at the Paris Expo Porte de Versailles in Paris, France, on June 11–12, 2025. “NVIDIA is a valued long-time partner,” st ...
NVIDIA's Q1 Earnings Coming Up: Time to Buy, Sell or Hold the Stock?
ZACKS· 2025-05-22 11:26
NVIDIA Corporation (NVDA) is set to report first-quarter fiscal 2026 results on May 28.The company expects revenues of $43 billion (+/-2%) for the quarter. The Zacks Consensus Estimate is pegged at $42.71 billion, which indicates a whopping 64% increase from the year-ago reported figure.The Zacks Consensus Estimate for quarterly earnings has moved down a penny to 87 cents per share over the past 30 days. This suggests year-over-year growth of 42.6% from the year-ago quarter’s earnings of 61 cents per share. ...
DeepSeek技术溯源及前沿探索报告
Zhejiang University· 2025-05-22 01:20
浙江大学DS系列专题 DeepSeek技术溯源及前沿探索 主讲人:朱强 浙江大学计算机科学与技术学院 人工智能省部共建协同创新中心(浙江大学) https://person.zju.edu.cn/zhuq 1 Outline 一、语言模型 三、ChatGPT 二、Transformer 四、DeepSeek 五、新一代智能体 2 语言模型:终极目标 Language Modeling 对于任意的词序列,计算出这个序列是一句话的概率 我们每天都和语言模型打交道: I saw a cat I saw a cat on the chair I saw a cat running after a dog I saw a ca car I saw a cat in my dream 3 语言模型:基本任务 编码:让计算机理解人类语言 She is my mom 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 只有一个1,其余均为0 One-hot Encoding有什么缺点吗? One-hot Encoding 4 编码:让计算机理解人类语言 Word Embedding A bottle of tez ...
Did Elon Musk Just Give Nvidia Investors 40 Billion Reasons to Cheer?
The Motley Fool· 2025-05-16 21:00
Elon Musk's AI start-up appears to be eyeing more Nvidia GPUs.When it comes to training generative AI models, Nvidia's (NVDA 0.28%) graphics processing units (GPUs) are hailed as the gold standard among industry experts. That's not exactly a novel conclusion considering the semiconductor powerhouse has amassed an estimated 90% or more of the GPU market.The more subtle idea here is how exactly Nvidia built such a gigantic lead over the competition. While it does not explicitly specify which companies buy its ...
BERNSTEIN:科技的未来 - 具身智能与大语言模型会议要点总结
2025-05-16 05:29
FUTURE OF TECH 15 May 2025 India Technology, Media & Internet Future of Tech - Agentic AI & LLMs - Takeaways from our conference Rahul Malhotra +65 6326 7642 rahul.malhotra@bernsteinsg.com Bernstein hosted its Future of Tech conference in Singapore on 14th May 2025 with a panel discussion on Agentic AI and LLM capabilities. We had COO & Co- Founder of AI Rudder (private, voice AI platform) and Head of AI at Straive (private, AI analytics) to discuss Agentic AI & LLMs and how they will impact the future of T ...
Meta delays release of flagship ‘Behemoth' AI model as engineers struggle: report
New York Post· 2025-05-15 23:15
Mark Zuckerberg’s Meta Platforms is delaying the release of its flagship “Behemoth” AI model due to concerns about its capabilities, the Wall Street Journal reported Thursday, citing people familiar with the matter.Company engineers are struggling to significantly improve the capabilities of its Behemoth large-language model, resulting in staff questions about whether improvements over earlier versions are significant enough to justify public release, the report said.Early in its development, Behemoth was i ...
Meta Reportedly Delays 'Behemoth' AI Model: What This Could Mean for Its AI Tools
CNET· 2025-05-15 22:18
Meta reportedly has pushed back the release of its Behemoth large language model for its artificial intelligence tools, delaying it until the fall. Behemoth was originally planned to release in April to coincide with Meta's first AI conference, LlamaCon, but it was delayed until June before this latest delay, according to a report by The Wall Street Journal on Thursday.Meta released Llama 4 in April. Llama -- Large Language Model Meta AI -- is Meta's family of LLMs. But Meta AI engineers are concerned the c ...
Youdao(DAO) - 2025 Q1 - Earnings Call Transcript
2025-05-15 11:00
Youdao (DAO) Q1 2025 Earnings Call May 15, 2025 06:00 AM ET Speaker0 Good day, and welcome to Yodao's First Quarter twenty twenty five Earnings Conference Call. All participants are in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Jeffrey Wang, Investor Relations Director. Please go ahead. Speaker1 Thank you, operator. Please note the discussion today will contain forward ...
ACV Auctions (ACVA) FY Conference Transcript
2025-05-13 20:12
Summary of ACV Auctions (ACVA) FY Conference Call - May 13, 2025 Company Overview - **Company**: ACV Auctions (ACVA) - **Industry**: Automotive auction and technology services Key Points and Arguments Financial Performance - **Record Revenues**: The company reported a 25% year-on-year revenue growth for the quarter, with adjusted EBITDA growing over 200% year-on-year, indicating strong leverage in the business model [6][7][8] - **Guidance Maintenance**: The company maintained its full-year guidance, indicating confidence in its operational performance despite market noise [7][15] Market Share and Growth - **Consistent Market Share Gains**: ACV Auctions has been consistently gaining market share, attributed to a strong core marketplace and growing interest in value-added services [6][10] - **Annual Perspective on Share Gains**: The management emphasized that evaluating share gains on an annual basis is more meaningful than quarterly fluctuations [10][12] Industry Context - **Wholesale Market Outlook**: The company expects the wholesale market to remain flat or slightly up/down, which is reflected in their guidance [14][15] - **Impact of Tariffs**: Management expressed comfort with their guidance range despite potential tariff impacts, citing flexibility in their business model [13][15] Network Effects and Data Utilization - **Network Effects**: The company highlighted the importance of network effects, where increased supply and demand lead to better data, which in turn enhances product offerings [16][18] - **Data-Driven Products**: ACV Auctions is leveraging data from over a million inspections annually to predict vehicle values, which is a significant competitive advantage [17][32] Product Development and Innovations - **Key Product Offerings**: The company is excited about its ability to predict vehicle prices, which is central to several product offerings like ClearCar and ACV Max [28][30] - **Guaranteed Sales Model**: The introduction of guaranteed sales is expected to enhance revenue and margins, with a significant percentage of cars sold through this model [35][39] Commercial Strategy - **Expansion into Commercial Sector**: The company is working on expanding its commercial business, with plans to open new locations and enhance reconditioning capabilities [58][60] - **Partnerships with OEMs**: ACV Auctions is exploring partnerships with OEMs for trade-in platforms, indicating potential growth in off-lease vehicle transactions [47][50] Challenges and Future Outlook - **Trust Building**: The management identified building trust with dealers as a key challenge for growth, emphasizing the need for a reliable supply and demand balance [19][20] - **Adoption of New Models**: The company is focused on changing dealer perceptions regarding auction processes to drive adoption of their new models [65][66] Conclusion - **Long-Term Vision**: ACV Auctions is positioned to leverage its data and technology to enhance its marketplace, with a focus on delivering superior experiences for both buyers and sellers [71][72]
Microsoft Moves to Protect Its Turf as OpenAI Turns Into Rival
PYMNTS.com· 2025-05-12 20:12
Core Insights - Microsoft is renegotiating its agreement with OpenAI to safeguard its $13 billion investment and ensure access to future technologies as OpenAI considers a potential IPO [1][2] - OpenAI is transitioning from a nonprofit to a for-profit public benefit corporation, which allows for greater flexibility and potential for an IPO [3][6] - The partnership restructuring is a strategic move for Microsoft, allowing it to maintain access to OpenAI's innovations without full control [9][10] Company Developments - OpenAI has evolved into a competitor to Microsoft, launching consumer tools, APIs, and enterprise deals that overlap with Microsoft's offerings [1][8] - The initial investment from Microsoft in OpenAI was $1 billion, which has since grown to approximately $13 billion, reflecting the increasing value of OpenAI's technologies [4][5] - OpenAI's shift to a for-profit model is driven by the need for more funding, as venture capitalists are hesitant to invest in capped-profit structures [5][6] Market Implications - An IPO for OpenAI could provide retail investors with opportunities to invest in AI innovations, potentially leading to new investment capital for growth [3] - The competition between OpenAI and Microsoft includes direct overlaps in product offerings, such as ChatGPT versus Microsoft Copilot and OpenAI's API versus Azure's OpenAI services [11] - OpenAI's hiring of Instacart CEO Fidji Sumo indicates a stronger commercial focus, further intensifying competition with Microsoft [8]