In-house Development Beats Purchase - Microsoft and Meta Set New Accents in the AI Race, a Move from China Rocks the Memory Chip Stocks!

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