Former Intel (INTC, Financials) Chief Executive Pat Gelsinger revealed that he has acquired shares of Nvidia (NVDA, Financials) and other artificial intelligence-related stocks, citing recent advancements in AI model training.
Based on claims that Chinese firm DeepSeek created a huge language model at a far cheaper cost than American rivals using older Nvidia technology, Gelsinger’s choice makes sense. The revelation raised questions about possible disruptions in sectors connected to artificial intelligence, especially in data center infrastructure.
Gelsinger, on the other hand, said that the advancement is a good sign and that rather than lowering demand, reasonably priced artificial intelligence computers might propel more general industry growth. He stated that when their prices dropped, the pattern resembled prior advancements such multicore CPUs, virtualization, and mobile technologies, which acquired popularity.
Emphasizing the value of open-source artificial intelligence research, he also noted a rising trend toward limited access in the creation of fundamental artificial intelligence models. More openness in training datasets, algorithm analysis, and ethical issues would help the sector, claims Gelsinger. He matched his position with Elon Musk, voicing worries about the growing limited access to AI research in recent times.
Gelsinger’s comments add to the continuous discussion on artificial intelligence development as business executives differ on whether more openness or private control would define the direction of the technology.
This article first appeared on GuruFocus.
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