Tokens may soon drive the AI economy
Jensen Huang of Nvidia has outlined a future based around the production, consumption and monetisation of output units
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Nvidia prepares AI ‘inference’ chip launch to counter rising challengers
Jensen Huang to unveil new products at GTC event next week as spending shifts from training to running AI models
Nvidia nears AI chip exports to China after US approval delays
Chief executive Jensen Huang says company received flood of orders and American licences over past two weeks
Nvidia’s AI supremacy is a weapon that cuts both ways
While the chipmaker is the big winner from the booming technology, it is singularly exposed to changing expectations
The economic question we forget to ask about AI
Forget the singularity and robot takeovers; what matters is who captures the value added
Is it a bubble?
Given that the growth of demand for AI is so unpredictable, there can be no doubt investor behaviour is speculative
What if the AI race isn’t about chips at all?
Availability of electricity to keep models running is becoming the critical factor in technology’s development