Microsoft is making a major investment into the Abu Dhabi-based AI firm G-42 -- $1.5 billion dollars for a minority stake and just the latest in several foreign AI and cloud investments Microsoft has made, designed to continue its head start in AI and lock up another major customer for its cloud service Azure. Plus, HSBC is making a big call on AMD today, arguing in a new note that it shouldn’t be overlooked as an AI play because of its upcoming AI accelerator chip series, and because its non-AI business segments are improving.

Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24

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Alphabet CEO Sundar Pichai joins CNBC’s Deirdre Bosa at Google I/O developer conference to talk its new AI rollout, project Astra, its response to OpenAI’s search competitor and more.

TechCheck+ Alphabet CEO Sundar Pichai 5/14/24

OpenAI unveiled its new flagship AI model GPT-4o today that it says brings GPT-level intelligence to everyone, including free users. The event now raises the stakes for Google’s all-important developers’ event tomorrow, Google I/O, where the tech giant is set to outline its latest advancements in AI.  Google has in the past been relatively slow to roll out its AI features to its wide base of users, so the question hanging over the event tomorrow is whether it will go all-in on gen AI, potentially at the expense of search.

OpenAI Front-Runs Google 5/13/24

Google has been consolidating its AI efforts and power around one man: Demis Hassabis. As one of the most respected leaders in the space, the DeepMind co-founder has a track record of critical AI breakthroughs. But can an academic also pave the way for Google’s genAI commercialization and monetization? Hassabis is the key to Google’s lead in AI but his biggest challenge lies ahead.

Google’s AI Hope: Demis Hassabis 5/10/24

Google has been consolidating its AI efforts and power around one man: Demis Hassabis. As one of the most respected leaders in the space, the DeepMind co-founder has a track record of critical AI breakthroughs. But can an academic also pave the way for Google's genAI commercialization and monetization? Hassabis is the key to Google's lead in AI but his biggest challenge lies ahead. This week on TechCheck, the real test. Can Google and Hassabis show Wall Street, investors, and the public that it can turn AI into actual products?

TechCheck+ Google’s AI Hope: Demis Hassabis 5/10/24

Money is continuing to flow into AI startups in the private market, with new reports of funding deals for Elon Musk’s xAI at a $18 billion valuation and the French AI startup Mistral’s valuation tripling to $6 billion. It signals that companies that can raise money in the private markets will continue to do so, especially as the kind of scrutiny that goes along with being a public company is exactly what some startups and founders want to avoid.

Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24

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