Huawei's AI Chips, DeepSeek's Strategy, ChatGPT Ads, and AI Investment Trends
In this episode, Bob delves into the ongoing chip wars, focusing on Huawei's AI chip production amidst U.S. sanctions and the implications for global tech dynamics. The discussion moves to DeepSeek's unveiling of a new AI model, exploring its market strategy and potential impact. Bob also examines OpenAI's latest advertising campaign for ChatGPT, analyzing its implications for consumer engagement and market positioning. The episode then shifts to the evolving AI investment landscape, highlighting the growing influence of government policies on AI development and funding. The episode wraps up with closing remarks and a reminder for listeners to subscribe.
Key Points
- Huawei plans to double its production of Ascend 910C AI chips next year, aiming for 600,000 units despite facing U.S. sanctions.
- DeepSeek's new model, DeepSeek-V3.2-Exp, features DeepSeek Sparse Attention, making it more efficient and cost-effective for processing long text sequences.
- OpenAI's largest advertising campaign for ChatGPT focuses on making the AI tool relatable and essential in everyday life, aiming to embed it into the cultural fabric.
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Transcript
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