Artificial Intelligence - AI Companies

My point there was just that chatgpt presented the following calculation:
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Why can’t an AI program do simple multiplication and division?

Which model did you use? Different models have significant differences, especially in calculations, but newer models are starting to be quite good at recognizing when they need “help”. The fact that the model corrects itself when asked would suggest that the first answer was not specifically “calculated” but a probabilistic response.

Andrej Karpathy’s YouTube video “How I use LLMs” from approximately 59:30 onwards provides an illustrative example of calculations.

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Here is the interesting AI news compiled by Antti Lähtevänoja.

Subheadings:

  1. Google’s DolphinGemma AI model for studying dolphin language
  2. OpenAI expands ChatGPT’s memory features
  3. Canva released a major AI update
  4. Google released Firebase Studio
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I’m adding this illustrative tweet to this thread, showing companies that are involved in AI and how. :slight_smile:

https://x.com/InvestingVisual/status/1915103011057057817

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Here are the latest AI news collected by Antti Lähtevänoja, as usual.

This week: AI influencers, OpenAI considers its own social media service, Amazon and Nvidia say the need for AI data centers is not decreasing, and self-driving trucks will soon be seen in Texas

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CoreWeave’s first quarter brought significant revenue growth, clearly exceeding forecasts. The company reached almost a billion dollars in revenue, and adjusted EBITDA clearly rose from the previous year. Although operating profit and earnings per share remained negative, actual operational profitability improved significantly. The growing order book was particularly highlighted, significantly influenced by a substantial agreement with OpenAI.

Strategically, CoreWeave has expanded its computing capacity and launched new AI solutions. The partnership with IBM and a strong position in the AI market reportedly support growth. The listing brought significant capital, and the company is seen as a pioneer in the technology sector. Management emphasized continued growth and investments for long-term dominance. :slight_smile:

https://x.com/mvcinvesting/status/1922747001956933888
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Company’s Official Materials

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Calculations are usually done with different techniques than LLM models. So, language models often can’t calculate properly, but they have still improved somewhat since their early days.

For a couple of years, I’ve occasionally asked a classic question: Who was Finland’s president? Only half a year ago did they start getting it right (although the ordinal number has always been on Wikipedia), and a few still make mistakes and state the name of any president.

So, calculation skills or even numbers haven’t been the best features of language models, but I’m sure that will also start working at some point (e.g., a better mathematical model is integrated into the language model).

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Below is an article about Nvidia’s CoreWeave holdings. :slight_smile:

At the end of March, Nvidia owned approximately $900 million worth of CoreWeave shares. CoreWeave went public in March and sold additional shares to Nvidia. The value of the shares has since risen significantly, driven by the strong growth of the AI market.

https://www.cnbc.com/2025/05/15/nvidia-owned-900-million-worth-of-coreweave-shares-q1-filing-shows.html

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The article below discusses how US technology companies Nvidia, Cisco, Oracle, and OpenAI are supporting the UAE Stargate AI center being built in Abu Dhabi, the capital of the United Arab Emirates.

The center is collaborating with a similarly named project implemented in the United States, which Trump announced.

Nvidia is supplying high-end chips, and Oracle is also participating in the project. The center is being built by the Emirati company G42.

https://www.cnbc.com/2025/05/16/trump-middle-east-openai.html

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CoreWeave’s shares rose nearly 20 percent after the company announced a $2 billion debt offering at an interest rate of 9.25 percent.

The proceeds will partly be used to pay off existing debt. The offering was oversubscribed fivefold.

CoreWeave, which leases Nvidia’s AI servers, plans to invest heavily in growth. The company now has approximately $8.7 billion in debt, and its clients include Nvidia, Microsoft, and OpenAI.

More on the topic can be found in the article below.

https://www.cnbc.com/2025/05/21/coreweave-shares-offering.html

C3 AI’s quarter was strong; revenue grew, and the company formed new partnerships and successfully expanded its operations with existing customers.

The company made significant agreements, most of which were partner-supported. AI solutions, especially generative AI and the PANDA platform, also attracted interest in public administration and other sectors.

The company’s management sees strong development continuing.

https://x.com/earnings_guy/status/1927820014574358944
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The Company’s Own Materials

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SalkunRakentaja has written about an AI company called Anthropic. :slight_smile:

Anthropic positions itself as a company promoting societal benefit, combining profit targets with a commitment to developing AI that benefits society. This dual objective has garnered significant interest among tech giants such as Google and Amazon, who have invested billions in Anthropic’s research and commercial growth.

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Message merged into topic: Semiconductor Giants: AMD, Intel, NVIDIA, TSMC, TI, Micron, Broadcom, Qualcomm, ASML etc.

GitLab’s first quarter results reportedly highlight the company’s AI-powered DevSecOps platform’s strength in software development.

According to CEO Bill Staples, the platform helps developers operate faster and more efficiently while maintaining security and control. CFO Brian Robins stated that GitLab’s comprehensive approach has driven business growth, generated record cash flow, and led to significant profitability improvements.

https://x.com/Earnings_Time/status/1932532101594952096
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Company’s Own Materials

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Here’s a nice visualization of companies that are more or even more deeply involved in AI. :slight_smile:

https://x.com/InvestingVisual/status/1941215686459576699

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Grok has learned bad habits.

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The matter naturally made it to the news as well.

https://www.dw.com/en/musks-grok-chatbot-at-the-center-of-antisemitic-scandal/a-73212009

There is no official reason yet for what this is about, but below is a possible explanation. I don’t know about its veracity, but the explanation is logical. Musk may have genuinely grown tired of Grok constantly invalidating, for example, Doge’s and Republicans’ claims with facts, and decided to cut some corners with surprising consequences.

kuva

https://bsky.app/profile/whstancil.bsky.social/post/3lti5ifrfw22x

If this is a consequence of Musk’s direct interference with AI settings, it underscores how their management is not entirely straightforward, and especially adjusting/setting social parameters can be really difficult. At least when so-called “uncomfortable facts” should be filtered out.

Filters have been removed there. All public AI models have these. Even Google’s Gemini used to put out all sorts of interesting stuff. Garbage in, garbage out. The internet is full of garbage, including garbage that shocks people. A language model doesn’t know what’s shocking unless specific instructions are built into it on the subject…

Clearly Grok had some kind of filters, and when it was criticized for being too politically correct, Elon apparently took them all off, and then no one who understands the operating principles of LLM systems is surprised by the outcome… I’m sure they’re trying hard to adjust things further to find some golden mean, so Grok isn’t immediately dragged into a Nazi trial :smiley:

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C3 AI’s earnings season didn’t look very flattering in terms of numbers, but a large part of the revenue still comes from subscriptions, which provides a stable foundation. Profitability remained weak and losses accumulated again, so it leans towards disappointment… (though it’s still in the green, ironically :smiley: )

However, the company’s management emphasized that the sales and service side has now been revamped, and a new, but experienced CEO has taken the helm. The beginning of the year was difficult, but management believes that thanks to the reforms, significant market potential, and satisfied customers, growth will pick up again.

https://x.com/earnings_guy/status/1963334015894646801
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Company’s Own Materials

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Here is an article from SalkunRakentaja about AI stocks, quoting the chief economist of the fund company Vanguard. :slight_smile:

So hospitals, banks, and energy companies can operate more efficiently than ever, Davis believes.

”If this materializes, the benefits will be widely distributed, not just to the technology sector.”

Davis’s conclusion is that investors should not rely too heavily on companies developing AI.

”It might sound surprising, but broad investment portfolios and diversification are often a better approach than investing solely in technology companies,” he recommends.

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Here is an article from SalkunRakentaja partially on the same topic as the one I posted here earlier. :slight_smile:

The sharp rise in AI-related stocks may face a bubble risk if the investment pace of tech giants slows down.

According to giant bank Goldman Sachs, AI stocks may face bubble risks as the AI boom shows signs of slowing down. According to the investment bank, the inevitable slowdown in capital expenditures by large tech companies could cut the S&P 500 index’s valuation multiples by up to 20 percent.

The AI boom is now running at such high speeds that most US companies are trying to keep up with the megatrend.

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