Loading...
On Monday (13th) local time, the American artificial intelligence company "Open Artificial Intelligence Research Center" (OpenAI) will hold a new product launch conference. In addition, Japan and South Korea have recently made new moves in the field of AI chips.
CNBC Jiang Yu: The global AI race is heating up again. First of all, the market is paying close attention to OpenAI's new product launch event scheduled for Monday at 10 a.m. Pacific time.
There are also various speculations about this press conference. But OpenAI's CEO Sam Altman finally confirmed on social platforms that it is not GPT-5 or a search engine, but he believes that people will like the new product, and also said that the new product feels like magic. According to OpenAI's official website, there will be some updated displays of ChatGPT and GPT-4 at the new product launch.
According to a report by the technology media The Information, OpenAI may be developing an all-round AI voice assistant that can communicate with humans more realistically with voice or text. It's also worth noting that OpenAI's new product launch event is scheduled to take place the day before Google's developer conference. According to the analysis, these all show OpenAI's ambition to compete with large companies.
Sam Lessing, co-founder of a venture capital firm in the United States: The message that OpenAI wants to convey is that they are not only pioneers in the field of generative AI, but also have the ability to respond and make an impact even in the face of larger companies with more funds.
In the upstream industry in the field of AI, the competition for AI chips is also becoming increasingly fierce. Nikkei recently reported that Armour, a British chip design company under Japan's SoftBank Group, will enter the development of AI chips and plans to launch the first batch of products next year.
It is reported that ARM will set up an AI chip division, and plans to manufacture prototypes in the spring of 2025 and start mass production next fall. This move is also part of SoftBank Group CEO Masayoshi Son's plan to transform SoftBank into an AI giant, and it is reported that Son spent 10 trillion yen (about 464 billion yuan) on the transformation.
SoftBank holds a 90% stake in Am, and Nikkei reported that once mass production, the AI chip business could be spun off from Arm and operated directly by SoftBank.
In addition, on Sunday local time, South Korea's finance minister also said that he was preparing a plan to provide more than 10 trillion won (about 52.7 billion yuan) in funds to strengthen South Korea's key semiconductor industry. South Korea's finance minister said the government will soon unveil the specifics of the plan, which targets chip materials, equipment makers and fabless chip design companies across the semiconductor supply chain.
The coming month can be described as "AI Month" in the global market, with tech giants including Google, Microsoft, and Apple all holding their annual developer conferences. In addition, Nvidia will also report first-quarter earnings.
Please indicate CCTV Finance and Economics for reprinting
Editor: Wang Yifan