- Demand for data centres is correlated to new product cycles, rather than reciprocal tariffs imposed by the Trump Administration.
- The next generation of reasoning AI models spend more time thinking about a problem, planning and breaking it down into a series of steps, akin to humans solving complex problems.
Deeper intelligence and greater accuracy through reasoning.
- - Read this at SGinvestors.io -
- The usage of reasoning AI models reduces error and minimise the tendency for AI models to hallucinate.
More resources required for thinking and reasoning.
- The next generation of reasoning AI models require vastly more computing time and power. According to Jenson Huang, the CEO of Nvidia, reasoning AI models consume more than 100 times more resources compared to conventional non-reasoning AI models. Thus, he predicted that capex on computing infrastructure would reach US$1t by the end of this decade.
More powerful AI models coming soon.
- - Read this at SGinvestors.io -
- OpenAI will be launching GPT-5 by end-25. The new product merges enhanced reasoning with advanced language processing capabilities. It can analyse and solve complex problems with deeper contextual understanding and greater precision. It can process and integrate text, images, audio and video. GPT-5 is expected to introduce autonomous AI agents that can manage real-world tasks without human intervention.
Continued growth in demand for data centres over the next 5 years.
- Read more at SGinvestors.io.
