The Global Response to HIV/AIDS Is in Crisis
UNAIDS is reeling from a 50% funding cut, AI is making it easier for startup founders to scale without hiring, and Japan's host clubs are under fire.
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Forbes
an hour ago
- Forbes
AI, The Customer, And The Worker
Abstract image of businessman walking in VR environment. 3D generated image. How do we measure the changes that AI brings? There are many facets from which to view the disruption. Some, of course, are focusing on the customer, and what it means to sell in the AI age. A panel at IIA showed us some of these insights, as notable participants came together to talk about strategic AI outcomes. 'I think we all know that AI is disrupting traditional customer relationships and really the experiences of how people interact engage with brands, products and services,' said Lindsay Ellerby, in opening the panel, which included Chris McKay, CEO of Imaginative, Joanna Pena Bickley, CEO of and Eric Feige, Managing Director of Strategy at VShift. In exploring some of the ways that LLMs work and what that brings to business, McKay talked about trust, using the example of early spell check tools evolving into autocorrect, and suggesting that businesses should build up to more extreme disruptions. 'You can't introduce a device and expect somebody to trust it immediately. There has to be that ramp up of you educating them as to why you're doing it. You have to establish trust to know that the data that you're using in your models are reputable and ethically sourced. You have to establish trust in knowing that the content that you're generating has a certain level of accuracy that they can depend on.' McKay also suggested that originality is key. Not every product, he said, needs to have a chatbot, and being able to bring a new utility or idea helps. it's important to ensure you're bringing your designers to the table now more than ever. Don't just think you need to adopt the latest, most capable model, throw it at a product, and you're going to have a global increase.' 'Marrying up the business objectives that formerly might have been conversions or hard dollar metrics and extending it to the human value, the wellness and the condition of that constituent, (is) critically important for the data scientist, as well as the designer, as well as the product owner, to work in harmony together,' Feige added. In other introspection on our shared experience, the panel considered the importance of new and different interface designs. That's something that we have been hearing a lot about as we note that our interfaces have been fairly static over a couple of decades. 'I think that over the last 15 years, we kind of really only focused on the visual input, and visual input has actually led to significant cognitive overload,' Bickley said. 'It actually, when you get down into the science of it, is an enormous contributor in why we have an epidemic of loneliness in our country and in the world right now. So the importance of multimodality is super important today.' Noting a kind of 'space race' in customer interactions right now, the panel went over some ideas about how to innovate and avoid 'echo chambers,' things that may end up being immensely helpful to our MIT students, for example. They talked about expectations, and disruptive tech, and how people don't wake up in the morning thinking about what they need, specifically, but with a more vague sense of intent. What I heard coming out of this panel was a thoughtful look at where we are and where we're going, in these halcyon days of AI disruption. We keep hearing more from experts and people in the know, people with a front-row seat to the change. Speaking of which, the panel also talked quite a bit about smaller, agile teams, which begs the question: where are all of these jobless people going? It's a serious question, and from people like my friend Jeremy Wertheimer, to others in public administration or showbiz, for example, we're attentive to the concerns of people who need work. But from a business standpoint, this also illuminated how an enterprise can view the customer in the context of AI capabilities.
Yahoo
an hour ago
- Yahoo
AMD Runs Circles Around Intel With Helios Rack-Scale AI Systems
Intel has largely given up on selling AI accelerators directly and is focusing on rack-scale solutions. The AI strategy is still in flux, though, as new CEO Lip-Bu Tan revamps the company. Meanwhile, AMD is set to roll out its new Helios rack-scale AI solution next year, likely beating Intel to market. 10 stocks we like better than Intel › Intel (NASDAQ: INTC) made a run at the artificial intelligence (AI) accelerator market with its Gaudi line of chips, which came with the company's $2 billion acquisition of Habana. Unlike the graphics processing units (GPUs) from Nvidia and AMD (NASDAQ: AMD), Gaudi featured a different type of architecture that excelled in certain workloads. While Gaudi 3 wasn't up to par with Nvidia's leading AI accelerators when it launched, Intel offered attractive pricing as a way to lure customers. While Gaudi 3 won some high-profile customers, namely IBM for its watsonx platform, the chip was mostly a bust. Intel set a $500 million AI accelerator sales target for 2024, already a fraction of what Nvidia and AMD sell annually, and failed to meet it. While Gaudi's pricing was attractive, an immature software ecosystem, an unfamiliar architecture, and a complicated roadmap from Intel conspired to keep customers away. Intel later abandoned Falcon Shores, which was expected to be a traditional GPU that integrated some of Gaudi's features and was set to launch in 2025. Falcon Shores will no longer be a commercial product, and the new plan is to use its successor, Jaguar Shores, as the base for rack-scale AI solutions. This strategy makes sense. As AI infrastructure companies scale up data centers to include more densely packed accelerators, rack-scale solutions, which integrate GPUs, central processing units (CPUs), and other hardware across an entire server rack, can help solve thorny problems that are holding GPU clusters back. Essentially nothing is known about what Intel's rack-scale solutions are going to look like. With CEO Lip-Bu Tan taking over just a few months ago and ready to shake up the struggling company, it's not even clear whether Intel's AI strategy will change again. Tan installed a new chief technology officer (CTO) and AI chief in April who's in charge of Intel's overall AI strategy and product roadmap. Jaguar Shores almost certainly won't be ready until 2026, so any rack-scale solutions likely won't be either. Given all the changes going on at Intel, including upcoming layoffs meant to streamline the company, it could take Intel quite some time to land on a viable AI strategy and actually get competitive products and solutions to market. Meanwhile, competitor AMD is firing on all cylinders. AMD announced its next-generation Helios rack-scale AI solution earlier this month. Set for a 2026 launch alongside its powerful MI400 AI accelerator family, AMD plans to combine up to 72 GPUs with Venice EPYC CPUs that feature as many as 256 cores each, all tied together with UALink, an open interconnect standard. Helios will also feature AMD's Volcano AI networking cards from Pensando, which AMD acquired in 2022. These high-throughput network interface cards (NICs) will help with data transfer across large-scale AI deployments. AMD already has Oracle as a customer for its current rack-scale solution, which features the company's MI355X GPUs. Additionally, OpenAI is planning to use AMD's upcoming MI400 chips, according to CEO Sam Altman. While AMD remains in a distant second place behind Nvidia in the AI chip market, interest in its solutions seems to be picking up. By the time Intel manages to launch rack-scale AI solutions of its own, AMD may already have gained a significant foothold. That will make Intel's job harder as it tries to land on an AI strategy that works. While Intel is struggling to build an AI chip business of its own, the company's foundry business could ultimately be a major beneficiary of the AI chip boom. The Intel 18A process is going into volume production later this year, and the company's advanced packaging technology is getting plenty of interest from potential customers. In just a few years, Intel has staged an incredible comeback in manufacturing, closing the performance and efficiency gap with TSMC. If AI chip demand continues to boom, Nvidia, AMD, and the slew of tech giants designing custom AI chips could all seriously consider Intel for manufacturing. While Intel has failed to make a dent in the AI chip market so far, its foundry business could still allow it to participate in the AI boom. Before you buy stock in Intel, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Intel wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Timothy Green has positions in Intel. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, Nvidia, Oracle, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends the following options: short August 2025 $24 calls on Intel. The Motley Fool has a disclosure policy. AMD Runs Circles Around Intel With Helios Rack-Scale AI Systems was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
an hour ago
- Yahoo
2 No-Brainer Stocks to Profit Off the AI Boom
Oracle is experiencing accelerating growth in its cloud business, sending the stock to new highs. Broadcom is benefiting from the growing demand for semiconductors and networking switches for advanced AI workloads in data centers. 10 stocks we like better than Oracle › Artificial intelligence (AI) continues to promise great returns for long-term investors in companies putting it to use in their businesses. Every industry is exploring how this technology can boost efficiency and innovation. This is expected to boost the global economy by trillions of dollars in the coming years. Here are two top tech stocks to buy that benefit from growing investment in AI services and hardware. Oracle (NYSE: ORCL) stock recently surged to a new high following an impressive earnings report for its fiscal fourth quarter. The stock has had an incredible run over the past few years, but its accelerating growth in cloud services makes the stock a compelling buy even at these all-time highs. Oracle is a leader in offering applications and database services for enterprise. Its competitive moat is based on a comprehensive suite of services that work well together, and this integration of services is driving strong demand for its cloud and AI offerings. Cloud revenue grew 27% year over year last quarter, and it's expected to accelerate. Management projects fiscal 2026 cloud revenue growing over 40% compared to fiscal 2025. This is causing analysts to raise their full-year earnings estimates. Earnings per share are now projected to reach $6.75 for fiscal 2026 and climb to $9.92 by fiscal 2028. Oracle is in a strong competitive position because it offers companies the ability to use their own data with popular AI large language models while maintaining security. Revenue from cloud infrastructure services grew 52% over the year-ago quarter, and management expects this business to accelerate over the next year. Its involvement in the Stargate project with OpenAI, which promises to build $500 billion worth of AI infrastructure in the U.S. over the next four years, supports attractive growth prospects. Oracle stock looks expensive from a valuation perspective, with the stock trading at a high multiple of earnings. But it's also seeing accelerating growth. The stock should climb higher over the next few years as it rides the wave of investment pouring into AI cloud services. Strong demand for top cloud providers is good news for Broadcom (NASDAQ: AVGO), which supplies semiconductors, software, and networking products for data centers. It also supplies chips for other markets, including smartphones. Broadcom has a great record of delivering strong growth and returns to shareholders. Over the last 10 years, revenue and earnings grew at an annualized rate of 28%. This reflects management's strategy of investing in the most attractive opportunities that offer profitable long-term growth. Right now, it's focusing on the demand for AI infrastructure. Broadcom's custom AI silicon, including application-specific integrated circuits (ASICs) and eXtreme processing units (XPUs), is seeing robust demand. AI semiconductor revenue grew 46% year over year last quarter, reaching $4.4 billion, or 30% of the company's total revenue. Data centers are aggressively investing in chips and networking to prepare for the shift from AI training to inferencing, where models make predictions from new data. Management expects this shift to lead to accelerating demand for XPUs through 2026. Broadcom's networking products for AI delivered even higher growth, surging 170% year over year. Its new Tomahawk 6 Ethernet switch can deliver 102.4 terabits per second of data capacity. This will drive higher performance in training the next wave of cutting-edge AI models. The stock usually trades at an expensive-looking earnings multiple. The average price-to-earnings (P/E) ratio is 55 since 2020. On a forward earnings basis, the forward P/E currently sits at 37. This suggests that there is more upside for the stock over the next year, barring a severe recession or anything that might disrupt spending in the semiconductor industry. Given Broadcom's history of delivering strong growth, it should be a solid stock to profit from the AI boom. Before you buy stock in Oracle, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Oracle wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Oracle. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. 2 No-Brainer Stocks to Profit Off the AI Boom was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
