The Morning Brief welcomes New Roads Research Infrastructure Analyst Antoine Chkaiban to explore several big questions about AI capabilities heading into 2025.
“Now we're about to enter…the third year of the AI investment cycle that started in 2023. And as you know, a number of concerns that have arisen in recent months about the sustainability of AI scaling or…the ability to increase the performance of productive AI models by simply throwing them too far ,” Chkaiban explained to Brad Smith and Brian Sozzi of Yahoo Finance.
“And with that, I can say that recent developments have clearly shown that, on the contrary, progress is still far and fast, if anything.”
Chkaiban also places key players in growing AI infrastructure and platforms other than Nvidia (NVDA).
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This post was written by Luke Carberry Mogan.
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