Nvidia CEO Jensen Huang recently said the "inflection point for inference has arrived." Over time, the market for inference is expected to exceed the market for training artificial intelligence (AI) models. Training is what builds the model. Inference is what happens when that model is put to work in the real world -- answering questions, generating content, summarizing documents, writing code, an...
Nvidia CEO Jensen Huang recently said the "inflection point for inference has arrived." Over time, the market for inference is expected to exceed the market for training artificial intelligence (AI) models. Training is what builds the model. Inference is what happens when that model is put to work in the real world -- answering questions, generating content, summarizing documents, writing code, and powering AI agents. As more businesses deploy AI products and those products process more "tokens" (the bits of data that models consume and produce), demand for the cloud and computing infrastructure that enables inference should continue to grow. That means more spending on data centers, chips, networking, and cloud platforms. Beyond Nvidia, two companies well positioned to benefit from this next phase of growth are Microsoft (NASDAQ: MSFT) and Broadcom (NASDAQ: AVGO) . Continue reading
Danish PM Resigns After Disastrous Election Losses For Social Democrats When challenging progressives to give an example of a socialized welfare state that actually works, they will invariably bring up Denmark with its extensive public subsidy programs. However, the Dutch system only functions when the population is small and generally homogeneous (mostly European). In the past decade, the far-lef...
Danish PM Resigns After Disastrous Election Losses For Social Democrats When challenging progressives to give an example of a socialized welfare state that actually works, they will invariably bring up Denmark with its extensive public subsidy programs. However, the Dutch system only functions when the population is small and generally homogeneous (mostly European). In the past decade, the far-left Dutch government under the Social Democrats has allowed over 1 million migrants to enter the country with a population of only 5 million. The non-western population of Denmark is now 10% (or more), and a large percentage of this immigration is Muslim. For such a tiny country, this kind of abrupt demographic change can be destabilizing. The government was forced to respond with tougher restrictions on asylum and tighter controls on border. They have also instituted measures to prevent third world "no-go" zones - Third world immigrants have a tendency to pack into small areas and "tribalize" neighborhoods, making those areas into colonized enclaves. The level of complaints from these people in the face of common sense immigration reforms is telling. They see Europe as an open buffet; a place where they are entitled to feed until their buttons burst. They cannot comprehend the idea that they could be limited in any way. The Dutch population does not feel that the restrictions imposed by Social Democrats are enough. They want deportations. Critics argue that the party only decided to take the immigration issue seriously after growing pressure from the public, along with the threat of election defeat. Their actions were too little too late and the Social Democrats were pummeled in the latest election. Danish Prime Minister Mette Frederiksen on Wednesday submitted her government's resignation to the king after her three-party coalition suffered a crushing defeat in the general election, the royal palace said in a statement. Parties are set to launch potentially tough...
As the US-Israeli war on Iran continues, China’s top legislator, Zhao Leji, has told the Boao Forum for Asia – a high-level gathering of governments and business leaders – that power politics should be rejected in favour of economic development and conflicts should be resolved through negotiations. “The people of Asia, having endured the scourge of war and chaos, deeply understand the value of pea...
As the US-Israeli war on Iran continues, China’s top legislator, Zhao Leji, has told the Boao Forum for Asia – a high-level gathering of governments and business leaders – that power politics should be rejected in favour of economic development and conflicts should be resolved through negotiations. “The people of Asia, having endured the scourge of war and chaos, deeply understand the value of peace and stability,” said Zhao, chairman of the National People’s Congress Standing Committee, China’s...
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)