In-house Construction Outperforms Purchase - Microsoft and Meta Set New Trends in the AI Race, a Move from China Shakes Up Memory Chip Stocks!

The AI Industry is shifting into a new gear. Instead of continually training larger models, the focus is increasingly on their everyday use, known as inference. This brings other questions to the forefront: Who computes the cheapest, and who is actually making money with AI? The news at the start of the week highlights which sectors are benefiting and where nerves are frayed. Winner number one: Cloud giants with their own chips - Microsoft has introduced its new AI chip, Maia 300. The system, a server rack with 96 processors, is expected to operate...