#AI

Meta is partnering with nuclear power providers Vistra, TerraPower, and Oklo to secure significant energy for its AI ambitions, including the “Prometheus” supercluster. These collaborations aim to supply 6.6 gigawatts by 2035, supporting data centers and AI development. This move highlights the growing trend of tech giants relying on nuclear energy to power their expanding AI infrastructure and maintain global leadership in the field.

MiniMax Group Inc. debuted on the Hong Kong Stock Exchange with a 90% surge, raising HK$4.8 billion. This AI startup, specializing in large language models (LLMs), is the second major Chinese LLM developer to go public, following Zhipu AI. Backed by Alibaba and Tencent, MiniMax aims to compete with U.S. AI giants. The IPO funds will boost R&D, underscoring investor confidence in China’s AI sector despite geopolitical hurdles and semiconductor import restrictions.

Investors navigate mixed market signals as Nasdaq dips while Dow shows resilience. Jim Cramer advises caution, emphasizing transient early-year jitters. Cantor Fitzgerald upgrades Alphabet (GOOGL) to “buy” on its strong AI positioning, highlighting Gemini models. Texas Roadhouse (TXRH) rebounds but faces headwinds from rising beef prices, prompting earnings risk awareness. Other stocks like Constellation Brands and Ford were also mentioned.

CrowdStrike is acquiring identity management startup SGNL for approximately $740 million to bolster its Falcon platform’s ability to manage AI-driven identity access and mitigate real-time risks. This strategic move aims to enhance security against sophisticated AI-powered cyber threats and solidify CrowdStrike’s position in the growing identity security market. The integration is expected to help customers consolidate their security stack, reduce complexity, and improve breach prevention.

A U.S. judge has allowed Elon Musk’s lawsuit against OpenAI to proceed to trial. Musk alleges OpenAI has abandoned its non-profit mission for profit, citing its partnership with Microsoft as evidence of deception. OpenAI denies these claims, calling the suit baseless. This legal battle could set precedents for AI development and corporate governance in the tech sector.

A growing number of Britons are turning to AI for health information due to long GP wait times. Three in five use AI for symptom checking and understanding conditions, with younger demographics showing the highest engagement. AI offers speed, convenience, and comfort for many, though experts stress it’s not a replacement for professional medical advice. OpenAI’s ChatGPT Health aims to provide more personalized health insights by integrating with user data.

Samsung Electronics expects a threefold profit increase and record operating profit in Q4, driven by soaring demand for AI memory chips. This boom has created a “Hyper-Bull” market, straining supply and boosting chipmakers’ revenues. While Samsung leads overall, it’s working to catch up in high-bandwidth memory (HBM) chips, a key component for AI processors. Analysts predict continued price hikes for memory chips, benefiting giants like Samsung, SK Hynix, and Micron.

OpenAI launches ChatGPT Health, a specialized AI chatbot for personal health data. This tool connects users’ medical records and wellness apps, offering personalized insights without providing diagnoses or treatment. It operates in a secure, isolated environment, ensuring data privacy and preventing training of foundational models. The initiative partners with b.well for data connectivity and integrates with platforms like Apple Health and MyFitnessPal. Developed with medical professionals, ChatGPT Health aims to be a personal super-assistant for health and wellness queries.

Anthropic is reportedly in late-stage talks for a $10 billion funding round, valuing the company at $350 billion. Coatue and GIC are leading the investment, signaling strong investor confidence. Founded by former OpenAI executives, Anthropic focuses on safe and ethical AI development with its Claude models. This funding would solidify its position against competitors like OpenAI and Google in the escalating AI arms race, with previous backing from Amazon, Microsoft, and Nvidia.

Elon Musk believes Nvidia’s new autonomous driving AI, Alpamayo, won’t threaten Tesla’s FSD for years, citing hardware integration challenges for traditional automakers and the difficulty of solving edge cases. Nvidia’s CEO, Jensen Huang, praised Tesla’s FSD but emphasized Nvidia’s role as a platform provider for the broader industry. Developing truly autonomous driving, especially handling rare scenarios, remains a complex, long-term endeavor for all.