World Models' Development Can be 'Very Positive' for AI Compute, Memory Demand
Dow Jones
Oct 01
0759 GMT - Research and development for world models can be "very positive" for artificial-intelligence compute and memory demand, Jefferies analysts say in a research note. While the research remains at an early stage, the models' ability to predict how the physical world might change in response to an action is critical to further potential of the robotics and autonomous-driving industries, they say. There are different routes to developing world models, some of which are compute- and memory-intensive, the analysts note. That supports a positive read-through for data centers and high-bandwidth memory suppliers over the long term.
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