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AI results in focus for CES 2025 1/3/25 Jan 03, 2025

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Next week one of the biggest tech events of 2025 kicks off in Las Vegas. The Consumer Electronics Show – better known as CES – showcases some of the biggest names and advances in tech. We dig into what to expect as the focus turns to progress in AI applications, and signs of returns on the massive investments made in the technology.

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Robotaxis pit Tesla against Uber 1/2/25 Jan 02, 2025

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Tesla’s self-driving robotaxi technology may define the company in 2025, but it also puts them in direct competition against rideshare giant Uber. We take a look at the robotaxi battle lines taking shape in 2025 and who could be poised to come out on top.

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New Chinese AI Model Threatens American AI Dominance 12/30/24 Dec 30, 2024

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DeepSeek v3 is a new AI model developed by a Chinese lab, built in just 2 months with less-performant GPUs and for a fraction of what it cost Google, OpenAI and Meta to build theirs. It raises questions of America’s place in the AI race and whether shelling out hundreds of millions or even billions into building frontier AI models is still a worthy investment.

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OpenAI unveils plans for for-profit restructure 12/27/24 Dec 27, 2024

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OpenAI laid out its plan for converting into a for-profit company in a blog post Friday morning. The Generative AI darling says their existing for-profit division will become a public benefit corporation. We dig into what this means for OpenAI’s future and why the move might not be as easy as they hope.

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The 2025 chip trade outlook 12/23/24 Dec 23, 2024

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Increased competition is already impacting the chips trade, and that’s expected to continue into next year. But the biggest risk could be geopolitical, with Taiwan as the standout headwind for semiconductors in 2025.

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Next phase of AI takes shape 12/19/24 Dec 19, 2024

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Micron shares tumbling today on weak guidance, but what the drop doesn’t reflect are signs of strength in the chipmaker’s AI data center business. A sign that AI is moving towards the so-called ‘digestion’ phase. Plus a conversation with Chetan Puttagunta, General partner at VC firm Benchmark about the shifting trend from scaling to innovation in generative AI.

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Options boom drives Big Tech volatility 12/18/24 Dec 18, 2024

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Mega Caps stocks are popping this month, and the trend is being propelled by more than just traditional trading. We dig into how bullish options activity is driving some of the biggest moves in tech and fueling increased volatility as investors search for more upside.

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TechCheck+ Databricks CEO Ali Ghodsi 12/18/24 Dec 18, 2024

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CNBC’s Deirdre Bosa sits down with Databricks CEO Ali Ghodsi to talk its mega funding round, what it means for AI enthusiasm and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Databricks’ mega funding round 12/17/24 Dec 17, 2024

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Databricks is announcing an eye-popping $10 billion funding round at a $62 billion dollar valuation, one of the largest in Silicon Valley history. Investors include Thrive Capital and Andreessen Horowitz as Databricks looks well positioned in the next phase of AI generative AI adoption. We look at what the ballooning Silicon Valley funding rounds mean amid Wall Street's IPO drought.

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Masayoshi Son’s $100B U.S. Investment 12/16/24 Dec 16, 2024

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Softbank CEO Masayoshi Son joined President Trump at Mar-a-Lago this morning to announce a $100 billion dollar investment in the U.S. over the next four years. The AI-focused investment comes as Washington’s hunger for the emerging technology grows, and Softbank shows signs of refining their own AI strategy. We dig into what sets this apart from Son’s 2016, $50 billion dollar investment after Trump’s first win.

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