Timothy Arcuri lifted his price target to $1,625 from $535 on the back of long-term HBM supply agreements that, in his read, compress the boom-bust memory cycle into something closer to a structural d [...]
Microsoft president Brad Smith says the US is now regulating AI without a clear set of rules. The uncertainty, he warns, is a problem for the whole industry. He made the case to Fortune on the sidelin [...]
Brad Lightcap, who spent eight years at OpenAI and four of them as chief operating officer, said on Tuesday that he is leaving to start something new. He did not say what it is. “It is bittersweet t [...]
It’s the question on everyone’s minds and lips: Are we in an AI bubble?It's the wrong question. The real question is: Which AI bubble are we in, and when will each one burst?The debate over w [...]
ByteDance released Seedance 2.0 less than a week ago and enraged artists everywhere with a viral clip AI-generated clip of Tom Cruise and Brad Pitt fighting. Unsurprisingly, the AI video-making tool h [...]