Chatgpt says its new AI can reason like a person — which stocks benefit from this?

Three points of discussion:

• If these claims are true, which stocks will benefit most? I know Chatgpt used mostly NVIDIA chips in the beginning, but are they also considering other chips from Google, AMD, Tesla? Or maybe it's something in the energy or liquid cooling sector?

• How big will the impact be on these stocks? Is it already “priced in”?

• For the new AI itself, how much do you believe in the new claims of human like intelligence?

Source: CNN via Yahoo.

“We trained these models to spend more time thinking through problems before they respond, much like a person would,” the maker of ChatGPT said on its website. “Through training, they learn to refine their thinking process, try different strategies and recognize their mistakes.”

As examples of the new models’ power, OpenAI noted that they can be used by healthcare researchers to annotate cell sequencing data and by physicists to generate “complicated mathematical formulas needed for quantum optics.”

The potential of the new AI models was also highlighted by Noam Brown, a research scientist at the company. “OpenAI’s o1 thinks for seconds, but we aim for future versions to think for hours, days, even weeks. Inference costs will be higher,” he posted on X Thursday, referring to the costs — such as higher energy bills — of using AI to make inferences from inputs. “But what cost would you pay for a new cancer drug? For breakthrough batteries?” he added.

. . . .

In tests, OpenAI o1 performs similarly to PhD students on difficult benchmark tasks in physics, chemistry and biology, according to the company. And in a qualifying exam for the International Mathematics Olympiad, the new series of models correctly solved 83% of problems.