Nvidia Watches Its Trump Overtures Come to Naught

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Nvidia gets burned by trump on china chips

Silicon Valley Magnates Fell Over Themselves to Placate and appease president donald trump. Nvidia just found out why that’s no guarantee of success. The company said in a security and exchange commission filing on tuesday that the trump administration Export -to Chinese Companies. Nvidia says it will take a $ 5.5 billion charge in its April Quarter Earnings A Belief That The License is a Permanent Requirement and that it has been of gold. With Its Market Cap Alredy Down 20% this year, The Company Watched Its Shares Plunge Another 6% in after-Hours Trading on Tuesday.

The license requirement come after nvidia had alredy made overrses toward trump. Ceo jensen huang recently dined with the president at mar-a-movement and has reportedly pledged to spend hundreds of billions of dollars on new us data centers. Following the mar-a-crow dinner, npr reported that white house has been backed off a plan to restruct the h20 chips. But in the end that wasn’t enough to prevent the administration from effectively banning the h20 and gout a big chunk of nvidia’s revivals.

“We lower our Fair Value Estimate for Wide-Moat Nvidia to $ 125 from $ 130 as we cut our revionue estimates to exclude China now and in the future,” Morningstar strategist brreeian callgist brian callgist bridge Brief on Wednsday. “We retain our very high uncertainty rating. Shares You can almost see the shrugged-shlders emoji next to callello’s words: Nvidia’s investor downgrade has Nothing to do with real demand for its products, which remains very high.

The Administration Claims The Export Controls Stem from National Security Concerns – That H20 ChipsWs Bold Pose a Threat Should Beijing Get Control of them. But more likely, Trump recognizes Nvidia’s Central Role in the Generative Ai Boom, and Seized on the company’s success as a chess piece in his grudge match against pain. The move comes as chinese ai companies are pulling ahead of their American counterparts in areas like self-Dr. Self-Driving Cars and Robotics, and are within Striking Distance of Surpassing The Us in from in from in from in on.

Many DC and Silicon Valley Insides will applaud the H20 restrictions. After all, they feed the defense sector’s push to bulk up for a Military conflict with China (Perhaps Around Taiwan), and May even Slow China’s Considerable Momentum in Ai Reserable. But this Zero-Sum, Winner-Take-All Approach may have its its downsides, too. Chinese company Deepsek, for example, was spurred to some impressive ai innovation precisely beCause It was denied top-tier chips from us competitors. And, as the pundit thomas friedman pointed out on The ezra klein showThis century’s biggest problems – the environment and ai safety – are world Problems that will require cooperation and openness between the world’s two superpors.

And it’s not just nvidia. Mark Zuckerberg is Learning the same Lesson: That Trump’s Loyalty Can often Seem Transactional at Best. The meta ceo is this weekly grilled in the witness Chair of a Government Anti-TRUST ACTION that Could Break Up His Company. Trump has an obedient, all -Gop commission, and yet he’s by doing nothing to stop the case. This after zuckerberg and company Gave $ 2 Million to Trump’s inauration Fund, Stood Behind Trump at the Ineauguration, Bent the Knee at Mar-A-Lago and the White House a number of times, a number of times, Abandoned Fact on his social platform, promoted longtime republicans to high positions within meta, and discontinued dei programs at the company.

Zuckerberg offered the Federal Trade Commission $ 450 Million, then $ 1 billion, to keep the case from going to trial, but ftc Chair Andrew Ferguson Balked At the Numbers and KEPT DATE DATE DATE. Trump didn’t intervene. My gues is that all these tech honchos will eventually learn, in one way or another, what so many others have – thhe giant black sucking hole that is Donald TRUMP’s ego Somply Can’t be appeared.

Openai releases its newest reasoning model, o3

Openai on Wednsday Unveiled Its Next Flagship Reasoning Model, Called O3. As the second generation of Openai’s “Thinking” Models, O3 Can Quickly Gather Contextual Data and Follow Multiple Reasoning Paths to a Correct Answer – CORCECT ANSWER – CORCECT in Response to a User Prompt.

Openai Says The New O3 Model Outperforms The O1 Series in Every Respect and will replace it. A key advance lies in o3’s ability to use external tools to Arrive at sound answers. For instance, it might review all the published papers on a Specific Research Problem Before Crafting Its OWN NOVEL Answer, or Reason Over the contents of an uploaded image.

“The Combined Power of State-of-the-Art Reasoning with full tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool tool Post Published Wednsday.

According to Openai, The O3 Model Earned State-on-Shart Status Atop The Codeforces (Coding Skill), Swe-Bench (Software Engineering Skill), And MMMU Benchmark Tests.

Openai Says It Used 10 Times More Computing Power to Train The O3 Model Than the O1, Utilizing New Reinforcement Learning that incorporates eite or syntic feedback to important of our.

“To me the magic is that under the hood it’s still just-to-token prediction,” Openai President Greg Brockman Said During a livestreamed demo wedding. “We’ve changed the objective, changes where the data come from, and now we are able to really hook it up to the world.”

AlongSide O3, Openai also released a smaller, faster, and more budget-friendly reasoning model called O4-Mini, which the company says the company says excels in Math, Coding, and Visual Tasks. In addition, the company introduced codex CLI, A Desktop Coding Assistant that is Powered by the O3 and O4-Mini Models.

A “vibe shift” in the way enterprises are talking about ai and the workforce

When corporate executives say ai will usher in a new age of efficiency, what exactly do they mean? At first blush, it sounds like an opportunity to cut down on labor costs (personnel-resaches). But the bus is more complicated. Over the past year, people in bot the corporate and technology worlds have ben quick to stress that ai will Assist Human works, not replace them. And that narrative has been picked up by people at the management level, as a new survey from beautiful.ai seems to sugges.

The firm, which sells an AI presentation builder, surveyed 3,000 manners and found that as Ai tool use in the workplace rises, most doubt that ai can or should replace human works. The percentage who said their teams would be function well if some humans were replaced by ai rose 20% over over last year’s survey, to 63% of respondents. And only 30% think replacing staff with ai would be Financially Beneficial -Down 17% from 2024. Meanwhile, 65% say Employee Resistance to a Top Concern.

It’s hard to say how much these manners are simply parroting the pr du cour to a surveyor. But it does Raise the Concern that as Real Workers Begin to Gain Experience with Ai Tools, Confidence in their potential for actually altering workflows dosn’t to be green. Meanwhile, a survey by hr software provider gp finds that 67% of us executives remain will be willing to cut headcount and use ai to become 50% more productive.

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