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DBS Bank

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Headlines · 6

  1. Intel CEO says AI memory shortage will last 2-3 more years

    Speaking at DBS Bank's Asia Future Forward event in Singapore, Intel CEO Lip-Bu Tan reportedly said AI hardware will stay in short supply for another two to three years, primarily referring to memory, driven by persistent constraints in the underlying technology supply chain. A Barclays report cited in the coverage says contract pricing rose 24% for DDR4 and 20% for DDR5 over the past quarter, and that Micron's memory supply is expected to remain constrained through 2028. The report adds that chipmakers are prioritizing higher-margin AI data-center customers, leaving consumer RAM even tighter, with DDR5 retail prices in Germany up sharply since the memory crunch began last July.

    TechRadar · 🔥 0
  2. Jensen Huang: Chinese open models like Kimi are 'good enough,' backs open source

    Speaking at a forum hosted by DBS Bank, NVIDIA CEO Jensen Huang said Chinese AI models including DeepSeek, Kimi and GLM are "already good enough." He described himself as a firm supporter of open source, calling it the best way to drive efficiency gains, and said the market will decide which models best fit different use cases. Huang also rejected the framing of AI competition as "a race with a finish line," saying both the US and China will be long-term players, and argued that cheaper, more open models will let more people and companies benefit from AI, increasing demand for NVIDIA chips, data centers and compute. The report says he argued the market first misread DeepSeek's impact and that Wall Street is now misreading Kimi's, and that quantum computing could reach mainstream adoption within three to five years.

    cnBeta · 🔥 0
  3. Intel, Broadcom CEOs warn capital could become AI's biggest bottleneck

    Speaking at a panel organized by DBS Bank, Intel CEO Lip-Bu Tan and Broadcom CEO Hock Tan warned that access to capital could become the biggest constraint on the AI boom. Broadcom's Tan said the company is working through wafer and memory chip shortages but that capital will be the main limiting factor, and he likened some AI investors to casino gamblers who have little understanding of what they are betting on. Intel's Tan said Chinese frontier models such as DeepSeek, Kimi and GLM are already good enough, with low token costs and fast adoption, voiced strong support for open source, and said quantum computing could go mainstream within three to five years.

    36氪快讯 · 🔥 0
  4. TikTok CEO: AI short-term abilities overestimated, long-term impact underestimated

    TikTok CEO Shou Zi Chew said at DBS Group's inaugural Asia Future Forum in Singapore on October 12, speaking with DBS retail banking and wealth management head Sim S. Lim, that the market may overestimate AI's short-term capabilities while underestimating its long-term impact. He predicted that within two to three years AI could drive major breakthroughs in fields such as physics and biotechnology. Citing the paperclip thought experiment, he warned that AI pursuing a single goal without proper limits can produce results misaligned with human intent, and advocated a "human-in-the-loop" approach, urging professionals across fields—engineers, lawyers and others—to use state-of-the-art AI models hands-on to learn their strengths and limits.

    IT之家 AI · 🔥 0
  5. TikTok CEO Shou Chew predicts an AI-driven science breakthrough within three years

    Speaking on October 12 at DBS Bank's Asia Future Forward Conference in Singapore, TikTok CEO Shou Chew said AI is likely to deliver a real scientific breakthrough within two to three years, naming physics, biotech, chemistry and materials science. He also said people probably overestimate AI in the short term and underestimate it in the long term, and described AI's cybersecurity risks as "quite real," citing users granting agents broad permissions — for example an agent that buys more than intended while rushing to finish a task. He said TikTok's parent ByteDance is exploring how to work with scientists on scientific progress; per a 钛媒体/NextFin account, ByteDance's Seed team released Protenix-v2 for biomolecular structure prediction and design in April, and spun out its AI drug-discovery unit as Anew Labs in June, which later raised $290 million at a $1.5 billion valuation.

    CNBC Technology · 🔥 0
  6. AI bubble debate: Dalio warns of burst, Novogratz says it's still early

    Speaking at the Greenwich Economic Forum and in Singapore, Galaxy Digital founder Mike Novogratz called AI "the biggest bubble in our lifetime" while still urging investors to buy in now; Bridgewater founder Ray Dalio countered that it is a "classic bubble" near its breaking point, citing rising rates and AI firms shifting from equity to debt financing. "Black Swan" author Nassim Taleb argued the real fault line is in the bond market. Goldman Sachs data cited in the piece puts AI-related stocks at 42% of S&P 500 market value, above the 41% peak of the 1999 tech bubble.

    36氪 人工智能 · 🔥 0

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