1. Palantir is believed to have the strongest narrative in the US equities market with impressive growth results. 2. The AIP platform is expected to sign more enterprise customers as reliability improves with more efficient LLM models and powerful GPUs. 3. The CEO's shareholder letter indicates a bold conviction that recent events are just the beginning of the AI revolution. 4. The author maintains a strong buy rating with a longer investment timeframe and potential for a pullback in the next weeks.
Recent #AI Revolution news in the semiconductor industry
1. Palantir is a leading player in monetizing the AI revolution, serving nearly 630 customers globally. 2. The company has expanded from public sector to commercial sectors facing similar challenges. 3. Despite the company's strong potential, the author sold all their shares due to a wrong price.
➀ Yann LeCun, Meta's Chief AI Scientist, declares that the true AI revolution is still on the horizon.
➁ LeCun warns against premature regulation that could stifle innovation in AI.
➂ He emphasizes the transformative potential of AI and the need for a collaborative, open-source AI ecosystem.
➃ LeCun highlights the limitations of current AI models like ChatGPT and Llama, pointing out their inability to reason and understand the physical world like humans.
➄ He reveals Meta's efforts to develop a new AI architecture capable of observing and learning from the physical world.
➅ LeCun advocates for global cooperation in AI development and warns against restrictive regulations that could hinder progress.
➀ Huang Renxun, the founder and CEO of NVIDIA, was awarded an Honorary Doctorate in Engineering by the Hong Kong University of Science and Technology (HKUST). He spoke about the transformation and outlook of artificial intelligence and his words to graduates.
➁ HKUST is a leading institution in artificial intelligence and data science research. The university's alumni have founded over 1800 startups, with 10 unicorn companies and 14 companies successfully listed.
➃ Huang Renxun emphasized that AI is starting a new computing era and will affect every scientific field and industry. He highlighted the integration of AI and machine learning into various scientific fields and the transformative impact of AI in fields such as drug discovery, genomics, and climate science.
1. Most analysts focus on GPU demand from data centers for NVDA's stock performance; 2. Nvidia is well-positioned to capitalize on the next phase of the AI revolution; 3. The article discusses Nvidia's significant hardware and software revenue potential as AI powers another exciting market.