Latest news with #ClementDelangue
Yahoo
12-02-2025
- Business
- Yahoo
NetApp, Inc. (NTAP) Launches ASA Storage Systems with AI-Driven Cyber Resilience
We recently compiled a list of the . In this article, we are going to take a look at where NetApp, Inc. (NASDAQ:NTAP) stands against the other AI stocks. In a CNBC interview, Clement Delangue, CEO of Hugging Face, discussed some important developments in the AI industry and focused on OpenAI, DeepSeek, and the role of open-source innovation. He noted the increasing global attention on AI and the discussions surrounding major industry shifts but emphasized that his priority remains on actual AI development rather than business transactions. He welcomed efforts to make OpenAI more open-source-oriented and stated that greater contributions to open science could have a significant global impact. Delangue talked about the rapid rise of DeepSeek, whose open-source model has gained widespread adoption, with over a thousand variants developed and millions of downloads on Hugging Face. He pointed out that DeepSeek's model has already surpassed Llama and Mistral in popularity and is on track to become the most widely used model on the platform. Unlike proprietary AI services that cater to API users, DeepSeek primarily attracts AI builders who run and customize models independently. He suggested this segment could eventually outgrow the user base of API-driven AI platforms. Delangue also affirmed that DeepSeek's reported $6 million training cost and lower inference expenses appear accurate. He praised its detailed research paper and the transparency enabled by open-source releases, which allow others to replicate its results. Hugging Face is working on its own replication effort, OpenR1, to provide further transparency on training data and methodologies, making it accessible to developers with limited budgets. Moreover, Delangue acknowledged DeepSeek's ability to train models using less advanced, legally compliant chips but left open the possibility that it had access to more sophisticated hardware. He noted, however, that AI advancements in training efficiency could reduce reliance on high-end chips, promoting broader accessibility in the field. Finally, Delangue observed that DeepSeek's success has inspired greater ambition in many countries, including Europe, where governments are increasing AI investments. He sees a growing consensus on the benefits of open-source AI. He also noted that China's AI progress, while surprising to some, was predictable due to its increasing contributions to open-source AI and research. He suggested that other countries, including India, could follow a similar approach to accelerate their AI capabilities and compete at the highest levels. For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey's database of 900 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here). A multi-monitor workstation displaying data-centric services. Number of Hedge Fund Holders: 38 NetApp, Inc. (NASDAQ:NTAP) provides enterprise software, storage solutions, and cloud services across multiple industries worldwide. On February 11, NetApp introduced the ASA A20, A30, and A50 storage systems to improve block storage for businesses of all sizes, starting at $25K. These systems offer easy deployment, scalable performance, and built-in security, including a ransomware recovery guarantee. NetApp is also expanding its cyber resiliency with AI-driven ransomware protection for SAN environments and a recovery assistance program. Additionally, the new ASA systems will be available in FlexPod converged infrastructure to simplify data center operations. Experts see these solutions as a cost-effective way for businesses to modernize storage amid IT skill shortages. The company's SVP and GM of Enterprise Storage, Sandeep Singh commented: "In less than a year, NetApp has refreshed our entire unified, block-optimized, and object portfolio and highlighted our commitment to relentless innovation… With the industry's most comprehensive storage lineup with built-in cyber resiliency, we offer systems that are faster, simpler, more scalable, and more affordable than the competition—tailored to any workload or budget. NetApp enables customers to rise to the challenges and opportunities of modern data management with an intelligent data infrastructure that optimizes operations, reduces risks, and accelerates AI transformation." Overall NTAP ranks 2nd on our list of the AI stocks investors should take a look at. While we acknowledge the potential of NTAP as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than NTAP but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
12-02-2025
- Business
- Yahoo
8×8, Inc. (EGHT) Reports Surge in AI-Powered CX Adoption, Enhances Contact Center Solutions
We recently compiled a list of the . In this article, we are going to take a look at where 8x8, Inc. (NASDAQ:EGHT) stands against the other AI stocks. In a CNBC interview, Clement Delangue, CEO of Hugging Face, discussed some important developments in the AI industry and focused on OpenAI, DeepSeek, and the role of open-source innovation. He noted the increasing global attention on AI and the discussions surrounding major industry shifts but emphasized that his priority remains on actual AI development rather than business transactions. He welcomed efforts to make OpenAI more open-source-oriented and stated that greater contributions to open science could have a significant global impact. Delangue talked about the rapid rise of DeepSeek, whose open-source model has gained widespread adoption, with over a thousand variants developed and millions of downloads on Hugging Face. He pointed out that DeepSeek's model has already surpassed Llama and Mistral in popularity and is on track to become the most widely used model on the platform. Unlike proprietary AI services that cater to API users, DeepSeek primarily attracts AI builders who run and customize models independently. He suggested this segment could eventually outgrow the user base of API-driven AI platforms. Delangue also affirmed that DeepSeek's reported $6 million training cost and lower inference expenses appear accurate. He praised its detailed research paper and the transparency enabled by open-source releases, which allow others to replicate its results. Hugging Face is working on its own replication effort, OpenR1, to provide further transparency on training data and methodologies, making it accessible to developers with limited budgets. Moreover, Delangue acknowledged DeepSeek's ability to train models using less advanced, legally compliant chips but left open the possibility that it had access to more sophisticated hardware. He noted, however, that AI advancements in training efficiency could reduce reliance on high-end chips, promoting broader accessibility in the field. Finally, Delangue observed that DeepSeek's success has inspired greater ambition in many countries, including Europe, where governments are increasing AI investments. He sees a growing consensus on the benefits of open-source AI. He also noted that China's AI progress, while surprising to some, was predictable due to its increasing contributions to open-source AI and research. He suggested that other countries, including India, could follow a similar approach to accelerate their AI capabilities and compete at the highest levels. For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey's database of 900 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here). A close-up view of a computer screen filled with data and a single figure pointing to a graph. Number of Hedge Fund Holders: 12 8x8, Inc. (NASDAQ:EGHT) provides cloud-based communication and contact center solutions, including voice, video, messaging, AI-powered engagement, and API services for businesses and organizations. On February 11, 8x8, Inc. reported strong growth in AI-powered CX solutions, with customer self-service adoption rising 130% year-over-year and AI interactions increasing 370%. Some customer wins included finance, retail, travel, insurance, and manufacturing companies. New features include AI-powered secure payments, voice directory enhancements, improved support tools, and mobile device management. The updates improve efficiency and customer experience across 8x8's contact center and unified communications platform. CEO Samuel Wilson commented: "Organizations are increasingly recognizing that long-term growth hinges on repeat customers, and the key to earning that loyalty is exceptional customer satisfaction. Businesses that prioritize seamless operations and outstanding service aren't just meeting expectations—they're creating the conditions for customers to return, advocate, and drive sustainable success… The 8x8 Platform for CX is proving essential for organizations as they embrace AI to simplify complexity and fuel sustainable growth—empowering CX and IT leaders to transform fragmented interactions into seamless, impactful experiences that exceed customer expectations." Overall EGHT ranks 9th on our list of the AI stocks investors should take a look at. While we acknowledge the potential of EGHT as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than EGHT but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
12-02-2025
- Business
- Yahoo
CFRA Upgrades Super Micro Computer, Inc. (SMCI) to Buy, Citing AI Growth and Margin Recovery
We recently compiled a list of the . In this article, we are going to take a look at where Super Micro Computer, Inc. (NASDAQ:SMCI) stands against the other AI stocks. In a CNBC interview, Clement Delangue, CEO of Hugging Face, discussed some important developments in the AI industry and focused on OpenAI, DeepSeek, and the role of open-source innovation. He noted the increasing global attention on AI and the discussions surrounding major industry shifts but emphasized that his priority remains on actual AI development rather than business transactions. He welcomed efforts to make OpenAI more open-source-oriented and stated that greater contributions to open science could have a significant global impact. Delangue talked about the rapid rise of DeepSeek, whose open-source model has gained widespread adoption, with over a thousand variants developed and millions of downloads on Hugging Face. He pointed out that DeepSeek's model has already surpassed Llama and Mistral in popularity and is on track to become the most widely used model on the platform. Unlike proprietary AI services that cater to API users, DeepSeek primarily attracts AI builders who run and customize models independently. He suggested this segment could eventually outgrow the user base of API-driven AI platforms. Delangue also affirmed that DeepSeek's reported $6 million training cost and lower inference expenses appear accurate. He praised its detailed research paper and the transparency enabled by open-source releases, which allow others to replicate its results. Hugging Face is working on its own replication effort, OpenR1, to provide further transparency on training data and methodologies, making it accessible to developers with limited budgets. Moreover, Delangue acknowledged DeepSeek's ability to train models using less advanced, legally compliant chips but left open the possibility that it had access to more sophisticated hardware. He noted, however, that AI advancements in training efficiency could reduce reliance on high-end chips, promoting broader accessibility in the field. Finally, Delangue observed that DeepSeek's success has inspired greater ambition in many countries, including Europe, where governments are increasing AI investments. He sees a growing consensus on the benefits of open-source AI. He also noted that China's AI progress, while surprising to some, was predictable due to its increasing contributions to open-source AI and research. He suggested that other countries, including India, could follow a similar approach to accelerate their AI capabilities and compete at the highest levels. For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey's database of 900 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here). A team of technicians in a server room, testing and managing the newest server solutions. Number of Hedge Fund Holders: 33 Super Micro Computer, Inc. (NASDAQ:SMCI) develops and manufactures high-performance server and storage solutions, offering modular systems, server management software, and support services for data centers, cloud computing, AI, and edge computing. On February 10, CFRA upgraded Supermicro (NASDAQ:SMCI) to Buy from Hold, setting a $48 price target. The firm expects the company's margins to recover to the mid-teens and sees potential market share growth due to its fast development and expanding product lineup. CFRA highlighted SMCI's strong position in liquid cooling and its advantage with Nvidia's Blackwell B200 rack solutions, which strengthen its leadership in AI infrastructure. Overall SMCI ranks 3rd on our list of the AI stocks investors should take a look at. While we acknowledge the potential of SMCI as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than SMCI but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
28-01-2025
- Science
- Yahoo
DeepSeek claims its 'reasoning' model beats OpenAI's o1 on certain benchmarks
Chinese AI lab DeepSeek has released an open version of DeepSeek-R1, its so-called reasoning model, that it claims performs as well as OpenAI's o1 on certain AI benchmarks. R1 is available from the AI dev platform Hugging Face under an MIT license, meaning it can be used commercially without restrictions. According to DeepSeek, R1 beats o1 on the benchmarks AIME, MATH-500, and SWE-bench Verified. AIME employs other models to evaluate a model's performance, while MATH-500 is a collection of word problems. SWE-bench Verified, meanwhile, focuses on programming tasks. Being a reasoning model, R1 effectively fact-checks itself, which helps it to avoid some of the pitfalls that normally trip up models. Reasoning models take a little longer — usually seconds to minutes longer — to arrive at solutions compared to a typical nonreasoning model. The upside is that they tend to be more reliable in domains such as physics, science, and math. R1 contains 671 billion parameters, DeepSeek revealed in a technical report. Parameters roughly correspond to a model's problem-solving skills, and models with more parameters generally perform better than those with fewer parameters. Indeed, 671 billion parameters is massive, but DeepSeek also released "distilled" versions of R1 ranging in size from 1.5 billion parameters to 70 billion parameters. The smallest can run on a laptop. As for the full R1, it requires beefier hardware, but it is available through DeepSeek's API at prices 90%-95% cheaper than OpenAI's o1. Clem Delangue, the CEO of Hugging Face, said in a post on X on Monday that developers on the platform have created more than 500 "derivative" models of R1 that have racked up 2.5 million downloads combined — five times the number of downloads the official R1 has gotten. There is a downside to R1. Being a Chinese model, it's subject to benchmarking by China's internet regulator to ensure that its responses "embody core socialist values." R1 won't answer questions about Tiananmen Square, for example, or Taiwan's autonomy. Many Chinese AI systems, including other reasoning models, decline to respond to topics that might raise the ire of regulators in the country, such as speculation about the Xi Jinping regime. R1 arrives days after the outgoing Biden administration proposed harsher export rules and restrictions on AI technologies for Chinese ventures. Companies in China were already prevented from buying advanced AI chips, but if the new rules go into effect as written, companies will be faced with stricter caps on both the semiconductor tech and models needed to bootstrap sophisticated AI systems. In a policy document last week, OpenAI urged the U.S. government to support the development of U.S. AI, lest Chinese models match or surpass them in capability. In an interview with The Information, OpenAI's VP of policy Chris Lehane singled out High Flyer Capital Management, DeepSeek's corporate parent, as an organization of particular concern. So far, at least three Chinese labs — DeepSeek, Alibaba, and Kimi, which is owned by Chinese unicorn Moonshot AI — have produced models that they claim rival o1. (Of note, DeepSeek was the first — it announced a preview of R1 in late November.) In a post on X, Dean Ball, an AI researcher at George Mason University, said that the trend suggests Chinese AI labs will continue to be "fast followers." "The impressive performance of DeepSeek's distilled models [...] means that very capable reasoners will continue to proliferate widely and be runnable on local hardware," Ball wrote, "far from the eyes of any top-down control regime." This story originally published on January 20 and was updated on January 27 with more information. TechCrunch has an AI-focused newsletter! Sign up here to get it in your inbox every Wednesday.
