Frank Downing

Frank Downing, ARK's Director of Research for Next Generation Internet, breaks down the latest from NVIDIA's GTC conference. He discusses their shift from AI training to inference, revealing how this focuses on increasing chip performance. The talk includes NVIDIA's exciting ventures into humanoid robotics and autonomous vehicles. Additionally, the impact of China's AI growth on chip demand is explored, along with the competitive dynamics involving companies like AMD and major players in the tech industry.

Join Frank Downing, ARK Invest's Director of Research for Next Generation Internet, as he explores the AI faceoff between ChatGPT, Deepseek, and Grok. They conduct live tests analyzing stock market trends and tackle coding challenges, revealing the strengths and weaknesses of each model. Beyond performance, they discuss the implications of quantum computing on AI, emphasizing user experience and materiality in research. Dive into this lively debate filled with insights on the future of AI technology!

In this discussion, Frank Downing, Director of Research at Next Generation Internet and an expert in AI chip technology, tackles the competitive landscape against Nvidia. He delves into Cerebras' innovative IPO plans and its unique chip designs. The conversation highlights the risks and rewards associated with large AI chips, emphasizing advances in inference technology that could reshape user experiences. They also explore how versatile computing might challenge Nvidia's dominance and the importance of scalable infrastructure in this evolving market.

In this engaging discussion, Sam Korus, the Autonomous Technology and Robotics Director, Nick Grous, an Associate Portfolio Manager, and Frank Downing, the Next Generation Internet Director, dive into the revolutionary Sakana AI project from Japan. They explore how this innovative system automates the scientific method, generating research ideas and drafting papers. While discussing the exciting potential of a no-code future, they emphasize the importance of communication skills in AI collaboration and address the limitations of current AI tools.

Sam Korus, Nick Grous, and Frank Downing discuss Microsoft's potential to outshine Apple with AI chips, system level AI innovations, and AI assistance integration in daily products. They explore Google's Project Astra, Microsoft's AI-powered PCs, and the impact of AI advancements on industries like gaming and consumer platforms.