Good morning, itās Tuesday. Neurons vs. neural networksāwhoās really winning? (Spoiler: Your brain still has the edge, but AI is closing in.) Meanwhile, Micron is supercharging AI memory, and Anthropic just raised a jaw-dropping $3.5B because, apparently, being a unicorn isnāt enough anymore.
Plus, in todayās Forward Future Original, we explore how AI-powered proof assistants and latent reasoning are transforming mathematics
š MARKET PULSE
NVIDIA Crushes Earnings Expectations, AI Boom Continues
NVIDIA has seen a remarkable surge in the stock market in recent years, fueled by massive investments in AI infrastructureāparticularly in data centers. Often likened to a shovel manufacturer supplying tools to gold rush prospectors, NVIDIA has emerged as one of the biggest winners of the AI boom. At the same time, its performance serves as both an indicator and a benchmark for the technologyās continued evolution.
Revenue: USD 39.3 billion (+12% on the previous quarter, +78% on the previous year)
Earnings per share (EPS): $0.89 (+82% year-on-year) - was 5.95% above the forecast ($0.84)
Gross margin: 73 % (GAAP) / 73.5 % (non-GAAP)
šļø YOUR DAILY ROLLUP
Top Stories of the Day
š° Anthropic Raises $3.5B, Hits $61.5B Valuation
Anthropic secured $3.5 billion in Series E funding, boosting its valuation to $61.5 billion. The round, led by Lightspeed Venture Partners, will enhance AI development, expand compute capacity, and accelerate global growth. Following the launch of Claude 3.7 Sonnet, Anthropic continues refining AI-driven coding and enterprise solutions. Companies like Zoom and Pfizer are leveraging Claude to streamline operations and drive innovation.
š„ Googleās Gemini Gets Video & Screenshare Q&A
Google's AI assistant, Gemini, now allows users to ask questions using real-time video and on-screen content. Unveiled at MWC 2025, the new "Screenshare" feature lets users interact with Gemini based on what's displayed on their phone. Additionally, the video search feature enables users to ask questions while recording. These upgrades will roll out to Gemini Advanced users on the Google One AI Premium plan later this month.
š Chinese Buyers Skirt U.S. Curbs to Get NVIDIA AI Chips
Chinese buyers are bypassing U.S. export restrictions to acquire NVIDIAās latest Blackwell AI chips through third-party resellers in nearby regions. Traders route purchases via Malaysia, Vietnam, and Taiwan, offering delivery within weeks. Despite U.S. efforts to block Chinaās access to high-end AI chips, underground networks continue supplying them. NVIDIA and regulators are tightening oversight, but Chinaās AI push remains undeterred.
š¦¬ Google Unveils SpeciesNet to Identify Wildlife with AI
Google has open-sourced SpeciesNet, an AI model designed to identify over 2,000 animal species and objects from camera trap images. Trained on 65 million images, it powers Wildlife Insights, a platform aiding researchers in biodiversity monitoring. Available on GitHub under an Apache 2.0 license, SpeciesNet enables conservationists and startups to scale wildlife analysis. It joins Microsoftās PyTorch Wildlife as a tool for automating species identification.
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š§ INTELLIGENCE
The Race for General Intelligence
The Recap: AI has achieved remarkable feats, from mastering games to generating text and images, but claims that we are on the brink of artificial general intelligence (AGI) remain contentious. A recent Ars Technica article argues that current AI models operate nothing like the human brain, and their fundamental differences may be more than just technical hurdlesāthey could be existential roadblocks to AGI.
There is no clear definition of AGI, leading to predictions that range from āitās practically hereā to āweāll never achieve it.ā
AI struggles with generalization, excelling at narrow tasks but failing to apply knowledge across different contexts, unlike even simple biological brains.
Artificial neurons in AI are uniform and structured in layers, whereas biological neurons are highly specialized, interconnected, and communicate in complex ways.
Human brains are modular and have pre-built functional regions, while AI models typically lack this kind of specialization and structure.
AI systems require extensive pre-training and perform poorly in real-time learning, whereas humans constantly learn and refine skills while performing tasks.
AI memory is limited to training weights and short-term context windows, while humans integrate knowledge over a lifetime.
Forward Future Takeaways:
AIās path to general intelligence is uncertain, especially since we donāt fully understand how human intelligence works. If AGI requires mimicking biological intelligence more closely, we may be far from achieving it. The next breakthroughs might come not from scaling up current AI but from discovering fundamentally new architecturesāor even borrowing principles from neuroscience. ā Read the full article here.
š¾ FORWARD FUTURE ORIGINAL
Transforming Mathematical Rigor and Discovery
For those intrigued by the potential of Artificial Intelligence, the promise of "reasoning" is inherently captivating. The recent buzz around chain-of-thought (CoT) models, with their seemingly impressive ability to mimic human-like deduction, has been quite exciting. However, when we critically examine mathematics ā that demanding and precise domain, a true test for logical rigor ā a key question arises: Is chain-of-thought truly the apex of AI's mathematical potential? Is mimicking human-style, step-by-step reasoning, however impressive, the final word in AI-driven mathematical advancement?
Increasingly, evidence suggests a clear "no." The AI-driven advancements in mathematics are proving to be more nuanced, intricate, and significantly different than simply automating existing human thought patterns. It's not just about AI mimicking proofs; it's about developing a truly synergistic, intellectually valuable partnership between human mathematicians and intelligent machines. This partnership leverages the unique, complementary strengths of each to fundamentally augment our collective cognitive abilities and to jointly push at the very boundaries of mathematical truth ā exploring vast, uncharted territories of knowledge, rigorous proof, and profound discovery. ā Continue reading here.
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š² CHIPS
Micron Pushes Memory Chip Innovation to Keep Up with AIās Demands
The Recap: Micron has unveiled its first 1y (1-gamma) DDR5 memory chip samples, reinforcing its leadership in AI-ready memory solutions. The company is also advancing mobile storage and LPDDR5X memory to enable more efficient AI-powered smartphones and devices.
Micronās new 1y DDR5 DRAM chips will support next-gen AI processing, with mass production set for Q2 2025.
Micronās 1y LPDDR5X chips offer 15 percent power savings, targeting 2026 flagship smartphones.
The company launched UFS 4.1 and UFS 3.1 storage, delivering higher speeds and efficiency for slim and foldable smartphones.
Micronās LPDDR5X and UFS 4.0 solutions power AI-driven features in Samsungās Galaxy S25 series, improving efficiency by 10 percent.
AI capabilities like call transcript summaries, creative tools, and multimodal data processing rely on Micronās high-capacity storage.
Forward Future Takeaways:
As AI-powered smartphones and devices become more advanced, the demand for high-speed, energy-efficient memory and storage solutions will only intensify. Micronās latest innovations position it as a key player in shaping the AI-driven future, ensuring devices can process complex tasks locally while maintaining user privacy. ā Read the full article here.
š« FORWARD FUTURE MINI
Prompting for Creative Brainstorming
AI tools like ChatGPT, Claude, and Gemini arenāt just for analysisāthey can supercharge brainstorming when prompted effectively. Hereās how to get the most out of them:
Be Specific ā Vague prompts lead to generic responses. Instead of āGive me app ideas,ā try āList five innovative fitness apps for busy professionals.ā
Encourage Creativity ā Use prompts like āSuggest unconventional approachesā or āThink like a tech CEO, designer, and psychologist.ā
Use Chain-of-Thought (CoT) Prompting ā Guide AI to reason step by step for more structured and innovative ideas.
Refine & Iterate ā Treat AI responses as a starting point. Follow up for deeper insights or provide examples to steer results (e.g., āCreate slogans like Nikeās āJust Do Itā for a meditation app.ā).
Try Tree-of-Thought Prompting ā Explore multiple ideas in parallel to expand creative possibilities.
š°ļø NEWS
What Else is Happening
š½ļø VIDEO
Could this be the End of Chain of Thought? - Chain of Draft Breakdown
Chain of Draft is a new AI prompting strategy developed by Zoom researchers that enhances efficiency by summarizing key reasoning steps. It maintains high accuracy while significantly reducing token usage, cost, and latency compared to Chain of Thought. Get the full scoop in Mattās latest video! š
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