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.

cls.cn48minutes ago

Quantum Stocks Ranked by Their Seeking Alpha Quant Rating

Seeking AlphaDec 15 01:59

Negative Market Breadth, Hot Inflation Data Snaps S&P 500's Three-week Win Streak

Seeking AlphaDec 14 06:41

Sector Update: Tech Stocks Advance Premarket Friday

MT NewswiresDec 13 22:08

Exchange-Traded Funds, Equity Futures Higher Pre-Bell Friday as Investors Eye Third Rate Cut

MT NewswiresDec 13 21:42

Leading And Lagging Sectors For December 13, 2024

BenzingaDec 13 21:10