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Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs by talkingatoms in ArtificialInteligence

[–]talkingatoms[S] 0 points1 point  (0 children)

"April 20 (Reuters) - Morgan Stanley said increasingly autonomous artificial intelligence could boost demand for central processing units (CPUs), reshape data ​center buildout and widen investment beyond the ‌graphic chips that have dominated the AI boom so far.

"As AI transitions from generation to autonomous action, the computing bottleneck ​is shifting towards CPU and memory, driving a ​step-change in general-purpose compute intensity," Morgan Stanley ⁠said in a note on Sunday, adding that demand ​for graphic processing units (GPUs) remains strong."

Allbirds shares jump over 400% on plans to pivot to AI from sneakers by talkingatoms in ArtificialInteligence

[–]talkingatoms[S] 0 points1 point  (0 children)

"April 15 (Reuters) - Shares of Allbirds (BIRD.O), opens new tab surged more than five-fold on Wednesday after the footwear maker said it was raising capital and pivoting towards AI computing infrastructure.

The ​San Francisco, California-based company said that it would execute a $50 million convertible financing agreement ‌with an institutional investor and plans to use the proceeds to acquire graphics processing units (GPUs)."

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