News from the AI & ML world

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Matthias Bastian@THE DECODER //
References: venturebeat.com , THE DECODER ,
Anthropic has successfully closed a $3.5 billion Series E funding round, elevating the AI company's valuation to an impressive $61.5 billion. This substantial financial injection, led by Lightspeed Venture Partners with a $1 billion contribution, underscores investor confidence in Anthropic's potential despite the already high valuations in the AI sector. The company's revenue has experienced exponential growth, increasing by 1,000% year-over-year, fueled by strong enterprise adoption of its Claude chatbot and other AI solutions.

The new capital will be strategically allocated to bolster Anthropic's research and development efforts, expand its compute infrastructure, and deepen its focus on mechanistic interpretability and alignment. Anthropic's CFO, Krishna Rao, emphasized that the investment would facilitate the development of more intelligent and capable AI systems. In addition to these advancements, Anthropic has also launched Claude 3.7 Sonnet, an advanced AI model designed with hybrid reasoning capabilities, showcasing the company's commitment to innovation and cutting-edge AI technology.

Recommended read:
References :
  • venturebeat.com: Anthropic secures $3.5 billion in series E funding at a $61.5 billion valuation as the AI company's revenue grows 1,000% year-over-year, intensifying competition with OpenAI amid massive industry investment.
  • THE DECODER: Anthropic raises $3.5 billion in new funding, valuing the AI company at over $60 billion
  • www.windowscentral.com: Anthropic CEO predicts AI will surpass human smarts by 2027, echoing Bill Gates' claim it will replace humans for most things — but Sam Altman said AGI would whoosh by with "surprisingly little" societal impact

Matthias Bastian@THE DECODER //
Chinese AI provider Deepseek is making waves with claims of substantial profitability in its language models. Deepseek revealed they make $200M/yr at 85%+ profit margins. This surpasses even Nvidia's impressive 72-77% margins. The company claims theoretical profit margins of 545% based on theoretical income.

Deepseek's operational data reveals a smart resource management system, maximizing efficiency by dynamically allocating resources between inference requests during peak hours and research/training tasks at night. According to benchmarks provided by Tencent as reported byWinBuzzer, Hunyuan Turbo S leads many competitors in a variety of areas.

Recommended read:
References :
  • THE DECODER: Deepseek's language models could deliver massive profits even priced far below OpenAI
  • NextBigFuture.com: China’s Deepseek AI Has 85% Profit Margins

ChinaTechNews.com Staff@ChinaTechNews.com //
Nvidia Corp. has signaled a strong trajectory for AI-driven growth into 2025, bolstered by a solid fourth-quarter earnings and revenue beat. The company's revenue jumped 78% year-over-year, surpassing investor expectations, with earnings reaching $0.89 per share, exceeding estimates. Nvidia's guidance for the current quarter indicates continued growth, forecasting sales of $43 billion, which further demonstrates the company's confidence in sustained demand for its AI-related products.

Nvidia's success is attributed to the high demand for its GPUs, particularly for AI applications. The company has begun producing its next-generation Blackwell GPUs, with CEO Jensen Huang noting strong demand. Data Center revenue saw a remarkable increase of 93% year-over-year, reaching $35.6 billion. This performance underscores Nvidia's leadership in providing hardware for AI advancements and its pivotal role in the ongoing AI revolution.

Recommended read:
References :
  • NextBigFuture.com: Nvidia once again beat the quarterly earnings estimate and increased guidance more than expectations. Revenue: $39.3B vs. $38.1B est (+78% YoY) • EPS: $0.89 vs. $0.85 est • Data Center: $35.6B vs $33.5B est (+93% YoY)
  • www.theguardian.com: Nvidia beats Wall Street expectations in first earnings after DeepSeek’s AI debut - Investors were eyeing the firm for signs of slowing demand after revelation high-end chips not necessary, but found few surpassed investor expectations for the fourth quarter of 2024 with a 78% jump in revenue year over year.
  • Dataconomy: Quarterly earnings from Nvidia (NVDA.O) on Wednesday stand as a significant event for markets amid investor scrutiny regarding substantial spending in artificial intelligence (AI).
  • SiliconANGLE: Chipmaker Nvidia Corp. today signaled that it’s on course for yet more artificial intelligence-driven growth in 2025 after delivering a solid fourth-quarter earnings and revenue beat and offering strong guidance for the current quarter.
  • bsky.app: Nvidia’s Q4 revenue soared 78% YoY to $39.3B versus $38.05B expected, driven by strong demand for Blackwell AI chips.
  • ChinaTechNews.com: Nvidia posts $39B quarter: Has the AI chip giant defied market jitters over DeepSeek?
  • The Register - Software: Cash torrent pouring into Nvidia slows – despite booming Blackwell adoption
  • SiliconANGLE: Nvidia’s fine! Besides, who else is going to power all these new AI models?
  • insideAI News: Feb. 28, 2025 — SoftBank Corp., ZutaCore and Hon Hai Technology Group (Foxconn) today announced that they implemented ZutaCore’s two-phase direct liquid cooling technology*1 in an AI server using NVIDIA accelerated computing. The companies said this is the first implementation*2 of ZutaCore’s two-phase DLC*1 using NVIDIA H200 GPUs. In addition, SoftBank designed and developed a rack-integrated […]
  • THE DECODER: Chinese dealers advertise Nvidia's Blackwell processors despite strict US export controls

@www.fool.com //
Quantum computing stocks have dramatically crashed following comments from Nvidia CEO Jensen Huang, who projected that truly useful quantum computers are still 15 to 30 years away. This statement triggered a massive sell-off, wiping out an estimated $8 billion in market value across the sector. Shares of key companies like IonQ, Rigetti Computing, and D-Wave Quantum plummeted, with drops exceeding 30% in a single day. The market reacted negatively to Huang's timeline, undermining previous optimism fueled by breakthroughs like Google's new 105-qubit 'Willow' chip, which was reported to have solved a complex calculation in five minutes, a feat that would take current supercomputers around 10 septillion years to complete.

Despite the setback, some industry leaders are pushing back against Huang's assessment. D-Wave Quantum CEO Alan Baratz dismissed Huang’s comments as “dead wrong,” highlighting that D-Wave's annealing quantum computers are already commercially viable. Baratz emphasized that their technology can solve problems in minutes that would take supercomputers millions of years, challenging Huang's view on current capabilities. He even offered to meet with Huang to discuss what he called “knowledge gaps” in the CEO's understanding of quantum technology. An X user also pointed out that Nvidia is currently hiring quantum engineers, adding further to the industry's resistance to the projected long wait for the technology.

Recommended read:
References :
  • www.techmeme.com: Major quantum computing stocks, up 300%+ in the past year, fell on January 7 after Jensen Huang said 'very useful' quantum computers are likely decades away
  • www.bloomberg.com: Major quantum computing stocks, up 300%+ in the past year, fell on January 7 after Jensen Huang said 'very useful' quantum computers are likely decades away
  • techhub.social: Major quantum computing stocks, up 300%+ in the past year, fell on January 7 after Jensen Huang said "very useful" quantum computers are likely decades away
  • Analytics India Magazine: Jensen Huang’s Comment on Quantum Computers Draws the Ire from Industry
  • Quinta?s weblog: Nvidia’s CEO says ‘useful’ quantum computers are decades away. The stocks tank
  • OODAloop: Quantum computing stocks take a hit as Nvidia CEO predicts long road ahead
  • oodaloop.com: Quantum computing stocks take a hit as Nvidia CEO predicts long road ahead
  • www.fool.com: Quantum Computing Stocks Collapse: Here's Why
  • www.digitimes.com: Google and IBM push ambitious quantum roadmaps amid Jensen Huang's caution at CES
  • oodaloop.com: Quantum Computing Further Out In The ‘AI Decade,’ John Chambers Says