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2nm, is the winner already determined?
Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.
Next week will be the last "Central Bank Super Week" of this year, and 24-hour traders will have to work non-stop.
Next Wednesday, the Federal Reserve will hold its last interest rate decision meeting of the year, followed by Japan, Nordic countries, the United Kingdom... By the close of business next Friday, at least 22 central banks globally will announce their interest rate decisions, representing a total of two-fifths of the global economy.
"The AI God" delivered a powerful speech: the era of "pre-training" dominated by computational power will end, the next generation belongs to "inference"; if machines have consciousness, then let them awaken!
Ilya Sutskever, former co-founder of OpenAI and founder of SSI, stated during his speech that the pre-training phase of AI model development is coming to an end. The future development of AI will focus on Asia Vets, synthetic data, and reasoning time computation. He elaborated on the immense potential of these three directions, for instance, synthetic data can overcome the limitations of real data volume, while reasoning time computation can enhance the efficiency and controllability of AI.
OpenAI's Sam Altman Will Donate $1M to Trump's Inauguration
Former OpenAI Researcher Found Dead at Age 26
UnitedHealth Down 15% Amid Grief, Anger, and Frustration After Shooting
Executive Reshuffles: JPM, QCOM, DVN and LTC
Etsy Seller Rides 'Anti-Elon' Merch Boom Among Tesla Owners
Three Metrics That Make AMD Stock a Buy, According to Analysts
Here Is the Most Likely Candidate to Become New Intel CEO
Trump Considering Privatizing US Postal Service: Report
Quantum Stocks Ranked by Their Seeking Alpha Quant Rating
Trending Stocks Amid a Mixed Week for U.S. Stock Market
Benzinga Bulls And Bears: Tesla, Nvidia, MicroStrategy, Dollar Tree, And Dogecoin Prediction Of $18 In 'Wild' Scenario
Palantir, MicroStrategy, and Axon Added to the Nasdaq 100 Index
Insider Trades: Kroger, Johnson & Johnson Among Notable Names This Week
Tim Cook Dines With Trump at Mar-a-Lago: Report
Bulls Vs. Bears: How Long Can Broadcom Ride the AI Gravy Train?
Meta Asks California's Attorney General to Stop OpenAi Conversion to For-profit Company: Report
Notable Analyst Calls This Week: AMD, Adobe and Utilities Stocks Among Top Picks