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Does the US have the upper hand on #AI over #China? #tech #openai
Bloomberg Television· 2025-09-04 05:00
AI Leadership & Competition - The US potentially leads in AI development due to advanced chips from Nvidia, but China possesses significant electrical power resources [2] - China's mature chips may provide an advantage in handling the processing power required for continuous AI queries [4][5] - China's manufacturing capacity offers strategically valuable training data for AI development, contrasting with the US focus on consulting and healthcare [6][7] Infrastructure & Resources - A potential US constraint in AI development is the limited availability of electrical power [3] - China has organized itself to prioritize heavy industry, ensuring resources for AI infrastructure [4] Chip Technology - China's AI chips are considered at best the fourth best, posing a substantial constraint [3] - Mature chips are going to be necessary for inference [4]
X @The Economist
The Economist· 2025-08-29 15:30
Industry Overview - Poland's south, the center of coal mines and heavy industry, is undergoing changes [1]
Female Leadership In Heavy Industry | Mai Anh Kieu | TEDxĐaKao
TEDx Talks· 2025-08-25 16:39
So this is what I want to you to picture. So this is is early morning 5 or 6 am I have in my car back in the dark outside in the factory over there I was trying to press bum milk after se month of matinity leave after 15 minutes I will try to sneak in in the board of room meeting with own mouth and trying to answering on the engineer blue spring and no one in that room like why why did why should they know But I was over there trying to fit my kids but try to fix a solution on the CNC machine that goes fail ...
thyssenkrupp: Incremental Utilisation Improvements Possible, But Challenged Outlook
Seeking Alpha· 2025-05-16 16:46
Group 1 - Thyssenkrupp's marine systems business is experiencing growth due to a favorable defense outlook, contributing to its value perspective [2] - The strong balance sheet of Thyssenkrupp enhances the residual value of the company, making it an attractive investment opportunity [2] - The Value Lab focuses on long-only value investment ideas, targeting a portfolio yield of approximately 4% and has seen success over the past five years [1] Group 2 - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas that are expected to yield non-correlated and outsized returns in the current economic environment [3]