Bloomberg Tech Special CES Edition
5 snips
Jan 8, 2025 In this special edition, the focus is on Samsung's disappointing results juxtaposed with Nvidia's stock optimism. Insights from Mobileye, Panasonic, and Siemens reveal how AI is shaping their strategies for 2025. The evolution of electric vehicle technology and its integration with data and automation takes center stage. Exciting advancements at CES highlight innovations in consumer electronics, emphasizing AI's transformative impact on everyday technology. The discussion also touches on autonomous driving trends and the future of market dynamics.
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Samsung's AI Chip Progress
- Samsung's stock rebounded after NVIDIA's CEO expressed optimism about their progress in AI chips.
- Despite lagging behind competitors, Samsung is working to develop high-bandwidth memory chips for NVIDIA's AI accelerators.
Samsung's AI Integration Challenges
- Samsung's focus on AI integration in consumer electronics, like fridges and washing machines, has not yielded the expected profit boost.
- Their core businesses, smartphones and high-end TVs, faced challenges in 2024.
SmartThings Adoption
- Jae Eun Jung, head of SmartThings at Samsung, shared her personal experience of adopting smart home appliances.
- Starting with one appliance, she gradually replaced others, highlighting the convenience and energy-saving benefits.