TIME on AMD’s Lisa Su: “When she became CEO a decade ago, AMD stock was languishing around $3, its share of the data-center chip market had fallen so far that executives rounded it down to zero, and the question on everybody’s lips was how long the company had left. An engineer by training, Su spearheaded a bottom-up redesign of AMD’s products, repaired relationships with customers, and rode the AI boom to new heights. In 2022 the company’s overall value surpassed its historical rival Intel’s for the first time. AMD stock now trades at around $140, a nearly 50-fold increase since Su took over. This fall, Harvard Business School began teaching Su’s stewardship of AMD as a case study. “It really is one of the great turnaround stories of modern American business history,” says Chris Miller, a historian of the semiconductor industry and the author of Chip War.”
WSJ: “Dell specializes in everything sandwiched in between those two ends of the technology stack—between chips and software. It turns out that in the age of AI, there’s a tremendous demand for racks of servers and huge arrays of storage. Each rack of servers is a stack of computers about the size of a bookshelf. These racks are crammed together inside the vast data centers where the internet actually resides, and the most power-hungry ones, for training AI, can consume as much power as 100 average American homes. They generate so much excess heat that they have to be liquid-cooled. Each one costs hundreds of thousands of dollars—[Michael] Dell won’t say exactly how much. In the past two years, his company has sold storage arrays capable of holding a total of 120,000 petabytes, says Dell. For perspective, OpenAI’s latest chatbot, GPT-4o, was trained on about a petabyte of data, which represents all the text on the open internet, the transcripts of over a million hours of YouTube videos, plus countless images.”
The Verge: “Next-generation models, [Ilya Sutskever] predicted, are going to “be agentic in a real ways.” Agents have become a real buzzword in the AI field. While Sutskever didn’t define them during his talk, they are commonly understood to be an autonomous AI system that performs tasks, makes decisions, and interacts with software on its own. Along with being “agentic,” he said future systems will also be able to reason. Unlike today’s AI, which mostly pattern-matches based on what a model has seen before, future AI systems will be able to work things out step-by-step in a way that is more comparable to thinking. The more a system reasons, “the more unpredictable it becomes,” according to Sutskever. He compared the unpredictability of “truly reasoning systems” to how advanced AIs that play chess “are unpredictable to the best human chess players.” “They will understand things from limited data,” he said. “They will not get confused.””
CNN Business: “As opportunities arise in streaming, Sony is trying to transition from being a legacy consumer electronics company to an original content and entertainment company. The strategy is working: In the past three years, Sony’s stock has started to break out of a decades-long slump. Sony’s stock price in Japan recently closed at the first record high since March 2000, signifying confidence in the company’s ability to evolve its game offerings and steer itself toward entertainment, Damian Thong, a research equity analyst at Macquarie, told CNN. “If you went back 30 years ago, it was an electronics company, so best known as a seller of hardware,” Thong said. “But today, the company is primarily generating profits off of entertainment, which is games, music and (TV and movies).””
Fei-Fei Li: “I think spatial intelligence is where visual intelligence is going. If we are serious about cracking the problem of vision and also connecting it to doing, there’s an extremely simple, laid-out-in-the-daylight fact: The world is 3D. We don’t live in a flat world. Our physical agents, whether they’re robots or devices, will live in the 3D world. Even the virtual world is becoming more and more 3D. If you talk to artists, game developers, designers, architects, doctors, even when they are working in a virtual world, much of this is 3D. If you just take a moment and recognize this simple but profound fact, there is no question that cracking the problem of 3D intelligence is fundamental.”
