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𝗕𝗲𝘆𝗼𝗻𝗱 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 — Jensen Huang (NVIDIA) and Alex Bouzari (DDN)
DDN· 2025-06-07 20:14
AI Infrastructure and Architecture - Infinia was conceived due to the need for a different architecture for AI, one that scales efficiently for training, has low latency, is distributed on-premise and multi-cloud, and minimizes data movement [1] - The industry is shifting towards Data Intelligence, reframing storage of raw data into informational form, which is a new opportunity for DDN to provide data intelligence for enterprises running AI [1] - Metadata and tagging are essential for multimodal AI, enabling the movement of metadata and making the economics viable due to the compression ratio [1] AI Application and Adoption - Enterprises need to adopt AI at an accelerated pace, requiring the application layer to be supercharged and the infrastructure to be efficient [1] - The industry is moving from high-performance computing to Enterprise, and then to digital twins of Enterprise, enabled by technologies like Omniverse [2] - AI is enabling companies to create digital twins, allowing them to run thousands of experiments simultaneously and optimize outcomes, applicable to enterprises, governments, and individuals [2] AI Model and Ecosystem - Post-training, which involves problem-solving and reasoning, is a crucial and compute-intensive part of intelligence, following pre-training [3] - The release of open-source reasoning models like DeepSeek's R1 is accelerating AI adoption by highlighting opportunities for more efficient models [3] - The CUDA ecosystem is enabling the application of AI in specific industries like Life Sciences, Financial Services, and autonomous driving [3] Strategic Partnership and Future Vision - The partnership between Nvidia and DDN is expanding from supercomputing to Enterprise and Omniverse, with Infinia playing a key role [4] - Companies should both use public cloud AI and build their own specialized AI, curating AI agents from various sources to solve large problems [3] - Differentiation for organizations comes from specialized application of AI, enabled by technologies like Nvidia's Nims and DDN's Infinia [4]
How to get unstuck with AI #microsoft #aitips #techpodcast
Microsoft· 2025-06-06 15:32
Anne-Laure Le Cunff left a successful tech-marketing career to study neuroscience, and now writes the popular Ness Labs newsletter, which features insights about how our brains work that can help us navigate uncertainty and nurture innovation. She joined WorkLab to discuss what leaders can learn from neuroscience, and how to tap the potential of AI in more creative ways. Find this episode on: - Apple Podcasts: https://podcasts.apple.com/us/podcast/worklab/id1582908812 - Spotify: https://open.spotify.com/sho ...
Apple’s Siri Problem is Also Our Problem | CNET | One More Thing
CNET· 2025-06-06 12:00
When Apple executives first introduced Siri on the iPhone 4S, it was a simple premise. What we really want to do is just talk to our device. Siri is your intelligent assistant that helps you get things done just by asking.The Siri debut was significant and it paved the way for other assistants. And yet now, 14 years later, Apple is in a swirl of bad press over Siri. Critics say it's falling behind in the AI race to be a more conversational assistant.And it doesn't help that a year ago, Apple showed it off a ...
科创板人工智能ETF(588930)盘中溢价,优刻得-W涨超4%,机构:二季度关注AI和国产创新双主线
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-06 02:12
Group 1 - The three major indices opened mixed, with the Shanghai Composite and Shenzhen Component indices in the green, while the STAR Market AI Index fell by 0.48% [1] - The STAR Market AI ETF (588930) saw a decline of 0.70% with a premium/discount rate of 0.04%, while component stocks like UCloud Technology surged over 4% [1] - The STAR Market AI Index consists of 30 large-cap companies that provide foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of representative AI industry stocks in the STAR Market [1] Group 2 - Zhongtai Securities noted that strong expectations and weak realities are intertwining, leading to increased volatility in the computer sector, driven by constrained downstream spending and the ongoing AI and self-controllable themes [2] - The computer sector has experienced a new round of growth since early 2025, driven by the re-evaluation of Chinese technology, but is currently facing fundamental pressures [2] - The focus for the mid-term should be on AI applications and investment opportunities, particularly in the context of the new round of AI technology and industrial revolution [2]
Amazon launches new R&D group focused on agentic AI and robotics
TechCrunch· 2025-06-05 19:48
Group 1 - Amazon plans to launch a new group within its consumer product division focused on agentic AI [1] - The new research and development group will be based out of Lab126, Amazon's hardware R&D division [1] - The aim of the agentic AI group is to develop a framework for use in robotics and enhance the skills of warehouse robots [2]
8点1氪:雷军再发文回应被质疑:后来者总有机会;张雪峰称动了太多人蛋糕,可能告别直播;微信朋友圈新增折叠功能
36氪· 2025-06-02 23:56
6月2日,雷军再发文:我们永远相信,后来者总有机会! 6月1日,雷军 发布微博称,2025年5月小米su7交付量超28000台。我们正在全力为小米yu7大规模量产做准备,预计7月份量产。 此外,雷军还表示,刚学会一句 莫言名言:诋毁,本身就是一种仰望。随后,雷军编辑了本条微博,删除了这句话,仅留下了相 关图片和小米汽车相关信息。 此前,华为余承东在2025未来汽车先行者大会称,某跨行业公司仅凭一款车就卖爆,虽产品、质量、智驾能力未必出色,但凭借 强大品牌、流量及新媒体时代营销能力迅速打爆市场。反观自家产品各方面更优,销量却不及对方零头,凸显当下行业现状。 6月2日, 雷军 再发文:我们永远相信,后来者总有机会!并配图:后来者一开始肯定不完美,总会被嘲笑、被怀疑,但后来者 总有机会,疑似回应被质疑。(新浪科技、读秒财经、极目新闻) 张雪峰称动了太多人蛋糕,可能告别直播 5月31日晚,有网友发视频称,张雪峰2025届高报季直播结束。直播中,张雪峰表示:"干我这个行当不容易的,我动了太多的人 的蛋糕了,有些东西我不能说得过于直白。因为我们正常恢复直播是8月份,我期望8月1日能跟大家见面,如果实在不行的话,9 月1日 ...
RH: No Wins Without Risk
Seeking Alpha· 2025-06-02 13:28
Group 1 - RH (NYSE: RH) stock has significantly underperformed compared to the S&P 500 index since the end of 2021, making it a challenging holding for investors who bought in during that year [1] - The company has faced difficulties in maintaining its stock value, indicating potential issues in its business model or market positioning [1] Group 2 - The article does not provide specific financial metrics or performance data for RH, focusing instead on the general sentiment surrounding the stock's performance [1]
传苹果(AAPL.US)就欧盟信息共享新规提起上诉 称威胁用户隐私与创新
智通财经网· 2025-06-02 07:03
Core Viewpoint - Apple has appealed to the European Commission against the Digital Markets Act (DMA) requirement to grant third-party developers access to user data, highlighting the conflict between digital market regulations and user privacy protection [1][2] Group 1: Regulatory Context - The DMA mandates that Apple must submit appeals regarding specific interoperability requirements by May 30 [1] - The focus of the dispute is on the EU's demand for Apple to allow external developers access to core functionalities, such as enabling non-Apple smartwatches and headphones to connect via WiFi and receive notifications [1] Group 2: Privacy Concerns - Apple spokesperson stated that these requirements would force the company to share sensitive user data, including private information that even Apple cannot access, posing significant privacy risks for EU users [1] - In a report released in December, Apple warned that the interoperability clauses of the DMA could be misused, leading to potential privacy breaches [1] Group 3: Market Dynamics - The EU's intention behind the DMA is to break the monopoly of tech giants and promote competition in the digital market [2] - While small and medium developers relying on the App Store ecosystem generally welcome the DMA, Apple argues that the rules are specifically targeting it and could distort the market [2] Group 4: Legal Implications - Apple and Meta were among the first companies penalized under the DMA in April [2] - The ongoing appeal may become a landmark legal battle in the implementation of the DMA, with potential significant impacts on Apple's closed ecosystem and broader regulatory repercussions in the global tech industry [2]
苹果提起上诉 拒绝向科技对手共享用户数据
news flash· 2025-06-02 04:50
Core Viewpoint - Apple is appealing against the EU's Digital Markets Act (DMA) requirement to share user data with competitors, arguing that it compromises its intellectual property and user privacy [1] Group 1: Company Actions - Apple plans to challenge the EU's requirement for interoperability that forces the company to share user information with external developers [1] - The company has been strongly opposing the demands imposed by the DMA, emphasizing the potential negative impact on its business model [1] Group 2: Regulatory Context - The DMA mandates that companies like Apple and Meta Platforms must comply with new regulations aimed at promoting competition in the tech industry [1] - Apple and Meta were among the first companies affected by the DMA, highlighting the immediate impact of the regulation on major tech players [1] Group 3: Company Statements - An Apple spokesperson stated that the technology designed by the company allows for seamless collaboration, providing a unique user experience that could be threatened by the EU's interoperability requirements [1] - The spokesperson also described the EU's demands as creating an unreasonable, costly, and innovation-stifling process [1]
巴菲特眼中最重要的品质是什么?
点拾投资· 2025-05-30 03:06
Core Viewpoint - The article emphasizes the importance of integrity as a fundamental trait for individuals, as highlighted by Warren Buffett in his 1998 speech at the University of Florida. It suggests that integrity, intelligence, and energy are key characteristics to consider when evaluating people, especially in investment contexts [1][2][3]. Group 1: Characteristics of Individuals - Individuals with desirable traits are characterized by generosity, honesty, and the ability to credit others for their ideas [2]. - Conversely, undesirable traits include egotism, greed, corner-cutting, and dishonesty, which are more likely to deter investment [2]. Group 2: Investment Strategy - The article discusses a current investment portfolio of 800,000, which has achieved a positive return of 9,023, indicating a stable and reassuring investment strategy [5]. - The portfolio includes a diversified mix of assets such as A-shares, bonds, gold, and overseas investments, reflecting a multi-asset approach that aims for lower correlation among assets [5][6]. Group 3: Market Insights - The article notes that the Hang Seng Technology Index has seen significant valuation adjustments, making it an attractive investment opportunity compared to the U.S. tech market [7]. - It suggests that despite past market downturns, leading Chinese tech companies like Tencent and Alibaba may present substantial investment value moving forward [7]. Group 4: Investment Accessibility - The investment portfolio is exclusively available for follow-up on the JD Finance platform, with a minimum investment of 200 yuan, highlighting the accessibility of the investment strategy [8][10].