What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...

① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.

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SA Charts: Here's How Global Semiconductors Sales Have Performed This Year

Seeking Alpha12minutes ago

"With the Pilot Production of Intel Next-generation Panther Lake Processors Not Performing as Well as Expected, Sources From the Upstream Supply Chain Have Rumored That the CPU Giant Will Continue to Place Orders With TSMC, Which Should Benefit TSMC's...

Benzinga51minutes ago

Nvidia, Broadcom, Marvell Among BofA's Top Chip Stocks for 2025

Seeking Alpha20:59

Truist Lowers Price Target on Intel to $22 From $26, Keeps Hold Rating

MT Newswires20:33 · Ratings

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

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