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Samsung or SK Hynix? One Nvidia supplier is the better AI play, the pros say – CNBC

Big Tech names like Nvidia have been on fire, thanks to the artificial intelligence boom and other chipmakers are sharing the limelight. The supply chain for AI is extensive. It includes companies in Asia-Pacific and ranges from producers of AI graphics processing units to printed circuit boards. Memory chips in particular have been in the spotlight as AI ramps up. For example, memory with high performance and bandwidth is used in Nvidia's H100 graphics processing units. GPUs underpin most generative AI tools, and Nvidia's GPUs dominate the market. Two stocks have dominated the memory chip market: Samsung and SK Hynix . Samsung is the world's largest manufacturer of dynamic random-access memory chips. DRAM is a type of semiconductor memory needed for data processing. But SK Hynix is a strong contender in the space: It said on March 19 that it became the first in the industry to mass produce HBM3E (high bandwidth memory 3E), the next generation of high-bandwidth memory chips used in AI chipsets. SK Hynix is already the primary supplier of HBM3 chips to Nvidia's AI chipsets. Both South Korean companies reported earnings in late April. Samsung beat expectations , with operating profit for the first quarter soaring more than 900%. SK Hynix broke its run of net losses for five consecutive quarters , logging a net profit of 1.92 trillion South Korean won ($1.39 billion) in the first quarter. Which is the better play on the AI boom? CNBC Pro spoke to the pros to find out. SK Hynix Trent Masters, global portfolio manager at Alphinity Investment Management, says he prefers SK Hynix. "First I think their early leadership in HBM3 stands them in good stead with customers as HBM demand continues to increase materially," he said. He added, "While Samsung and Micron are starting to close the technology gap, the trust and dependability of SK Hynix during the initial HBM ramp will ensure that they will retain a strong presence with these customers into the future." SK Hynix's recent partnership with TSMC to develop HBM4 will also position it as a leader again as this technology goes through its iterations, said Masters. Mass production of the HBM4 chips is expected to start in 2026. "Also, I prefer SK Hynix over Samsung as it is the pure memory play," Masters said, adding that Samsung is a "much more sprawling" conglomerate spanning smartphones, TVs and other products. "A view of memory market strength (HBM demand and tight legacy DRAM markets leading to pricing strength) is best reflected through ownership of SK Hynix," he said. Nam Hyung Kim, partner at Arete Research, also prefers SK Hynix, giving it a buy rating and Samsung a neutral rating. "SK Hynix stands out as a pure-play memory stock with leadership in AI technology, dominating the High Bandwidth Memory (HBM) market, which is crucial for AI servers," he said. "Samsung, in contrast, is attempting to catch up." Nam also pointed out that SK Hynix has higher profit margins in the sector than Samsung. He noted that Samsung's portfolio includes more than memory, with over half of its sales derived from low-value consumer appliances, TVs and smartphones. In addition, he said that Samsung's foundry business is facing "ongoing challenges." "Consequently, we recommend investors remain cautious with Samsung and consider pure-play memory firms like SK Hynix until Samsung can showcase renewed technological leadership in memory," Nam said. Over the past 12 months and year-to-date, SK Hynix has "significantly outperformed" Samsung in terms of stock price, he noted. "We anticipate this trend will continue throughout the upcoming memory up-cycle." Samsung But the buying opportunity for each stock also depends on timing, according to one analyst. Sung Kyu Kim, analyst atDaiwaCapital Markets, said he has buy ratings for both Samsung and SK Hynix on the "strong" memory upturn cycle. Though SK Hynix maintained its HBM3 leadership last year, he sees "intensifying competition" in HBM3E in the second half of this year and 2025. In conclusion, he prefers Samsung, predicting it will catch up in the near term and will have more upside to its stock price. "[But I] also anticipate a buying opportunity on SK Hynix once it is adjusted due to intensifying competition in HBM3E," said Kim. CNBC's Sheila Chiang contributed to this report.

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Samsung or SK Hynix? One Nvidia supplier is the better AI play, the pros say - CNBC

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Nervous about falling behind the GOP, Democrats are wrestling with how to use AI – Yahoo! Voices

WASHINGTON (AP) President Joe Bidens campaign and Democratic candidates are in a fevered race with Republicans over who can best exploit the potential of artificial intelligence, a technology that could transform American elections and perhaps threaten democracy itself.

Still smarting from being outmaneuvered on social media by Donald Trump and his allies in 2016, Democratic strategists said they are nevertheless treading carefully in embracing tools that trouble experts in disinformation. So far, Democrats said they are primarily using AI to help them find and motivate voters and better identify and overcome deceptive content.

Candidates and strategists are still trying to figure out how to use AI in their work. People know it can save them time the most valuable resource a campaign has, said Betsy Hoover, director of digital organizing for President Barack Obamas 2012 campaign and co-founder of the progressive venture capital firm Higher Ground Labs. But they see the risk of misinformation and have been intentional about where and how they use it in their work.

Campaigns in both parties for years have used AI powerful computer systems, software or processes that emulate aspects of human work and cognition to collect and analyze data.

The recent developments in supercharged generative AI, however, have provided candidates and consultants with the ability to generate text and images, clone human voices and create video at unprecedented volume and speed.

That has led disinformation experts to issue increasingly dire warnings about the risks posed by AIs ability to spread falsehoods that could suppress or mislead voters, or incite violence, whether in the form of robocalls, social media posts or fake images and video.

Those concerns gained urgency after high-profile incidents that included the spread of AI-generated images of former President Donald Trump getting arrested in New York and an AI-created robocall that mimicked Bidens voice telling New Hampshire voters not to cast a ballot.

The Biden administration has sought to shape AI regulation through executive action, but Democrats overwhelmingly agree Congress needs to pass legislation to install safeguards around the technology.

Top tech companies have taken some steps to quell unease in Washington by announcing a commitment to regulate themselves. Major AI players, for example, entered into a pact to combat the use of AI-generated deepfakes around the world. But some experts said the voluntary effort is largely symbolic and congressional action is needed to prevent AI abuses.

Meanwhile, campaigns and their consultants have generally avoided talking about how they intend to use AI to avoid scrutiny and giving away trade secrets.

The Democratic Party has gotten much better at just shutting up and doing the work and talking about it later, said Jim Messina, a veteran Democratic strategist who managed Obamas winning reelection campaign.

The Trump campaign said in a statement that it uses a set of proprietary algorithmic tools, like many other campaigns across the country, to help deliver emails more efficiently and prevent sign up lists from being populated by false information. Spokesman Steven Cheung also said the campaign did not engage or utilize any tools supplied by an AI company, and declined to comment further.

The Republican National Committee, which declined to comment, has experimented with generative AI. In the hours after Biden announced his reelection bid last year, the RNC released an ad using artificial intelligence-generated images to depict GOP dystopian fears of a second Biden term: China invading Taiwan, boarded up storefronts, troops lining U.S. city streets and migrants crossing the U.S. border.

A key Republican champion of AI is Brad Parscale, the digital consultant who in 2016 teamed up with scandal-plagued Cambridge Analytica, a British data-mining firm, to hyper target social media users. Most strategists agree that the Trump campaign and other Republicans made better use of social media than Democrats during that cycle.

DEMOCRATS TREADING CAREFULLY

Scarred by the memories of 2016, the Biden campaign, Democratic candidates and progressives are wrestling with the power of artificial intelligence and nervous about not keeping up with the GOP in embracing the technology, according to interviews with consultants and strategists.

They want to use it in ways that maximize its capabilities without crossing ethical lines. But some said they fear using it could lead to charges of hypocrisy they have long excoriated Trump and his allies for engaging in disinformation while the White House has prioritized reining in abuses associated with AI.

The Biden campaign said it is using AI to model and build audiences, draft and analyze email copy and generate content for volunteers to share in the field. The campaign is also testing AIs ability to help volunteers categorize and analyze a host of data, including notes taken by volunteers after conversations with voters, whether while door-knocking or by phone or text message.

It has experimented with using AI to generate fundraising emails, which sometimes have turned out to be more effective than human-generated ones, according to a campaign official who spoke on the condition of anonymity because he was not authorized to publicly discuss AI.

Biden campaign officials said they plan to explore using generative AI this cycle but will adhere to strict rules in deploying it. Among the tactics that are off limits: AI cannot be used to mislead voters, spread disinformation and so-called deepfakes, or deliberately manipulate images. The campaign also forbids the use of AI-generated content in advertising, social media and other such copy without a staff members review.

The campaigns legal team has created a task force of lawyers and outside experts to respond to misinformation and disinformation, with a focus on AI-generated images and videos. The group is not unlike an internal team formed in the 2020 campaign known as the Malarkey Factory, playing off Bidens oft-used phrase, What a bunch of malarkey.

That group was tasked with monitoring what misinformation was gaining traction online. Rob Flaherty, Bidens deputy campaign manager, said those efforts would continue and suggested some AI tools could be used to combat deepfakes and other such content before they go viral.

The tools that were going to use to mitigate the myths and the disinformation is the same, its just going to have to be at a higher pace, Flaherty said. It just means we need to be more vigilant, pay more attention, be monitoring things in different places and try some new tools out, but the fundamentals remain the same.

The Democratic National Committee said it was an early adopter of Google AI and uses some of its features, including ones that analyze voter registration records to identify patterns of voter removals or additions. It has also experimented with AI to generate fundraising email text and to help interpret voter data it has collected for decades, according to the committee.

Arthur Thompson, the DNCs chief technology officer, said the organization believes generative AI is an incredibly important and impactful technology to help elect Democrats up and down the ballot.

At the same time, its essential that AI is deployed responsibly and to enhance the work of our trained staff, not replace them. We can and must do both, which is why we will continue to keep safeguards in place as we remain at the cutting edge, he said.

PROGRESSIVE EXPERIMENTS

Progressive groups and some Democratic candidates have been more aggressively experimenting with AI.

Higher Ground Labs the venture capital firm co-founded by Hoover established an innovation hub known as Progressive AI Lab with Zinc Collective and the Cooperative Impact Lab, two political tech coalitions focused on boosting Democratic candidates.

The goal was to create an ecosystem where progressive groups could streamline innovation, organize AI research and swap information about large language models, Hoover said.

Higher Ground Labs, which also works closely with the Biden campaign and DNC, has since funded 14 innovation grants, hosted forums that allow organizations and vendors to showcase their tools and held dozens of AI trainings.

More than 300 people attended an AI-focused conference the group held in January, Hoover said.

Jessica Alter, the co-founder and chair of Tech for Campaigns, a political nonprofit that uses data and digital marketing to fight extremism and help down-ballot Democrats, ran an AI-aided experiment across 14 campaigns in Virginia last year.

Emails written by AI, Alter said, brought in between three and four times more fundraising dollars per work hour compared with emails written by staff.

Alter said she is concerned that the party might be falling behind in AI because it is being too cautious.

I understand the downsides of AI and we should address them, Alter said. But the biggest concern I have right now is that fear is dominating the conversation in the political arena and that is not leading to balanced conversations or helpful outcomes.

HARD TO TALK ABOUT AN AK-47

Rep. Adam Schiff, the Democratic front-runner in Californias Senate race, is one of few candidates who have been open about using AI. His campaign manager, Brad Elkins, said the campaign has been using AI to improve its efficiency. It has teamed up with Quiller, a company that received funding from Higher Ground Labs and developed a tool that drafts, analyzes and automates fundraising emails.

The Schiff campaign has also experimented with other generative AI tools. During a fundraising drive last May, Schiff shared online an AI-generated image of himself as a Jedi. The caption read, The Force is all around us. Its you. Its us. Its this grassroots team. #MayThe4thBeWithYou.

The campaign faced blowback online but was transparent about the lighthearted deepfake, which Elkins said is an important guardrail to integrating the technology as it becomes more widely available and less costly.

I am still searching for a way to ethically use AI-generated audio and video of a candidate that is sincere, Elkins said, adding that its difficult to envision progress until theres a willingness to regulate and legislate consequences for deceptive artificial intelligence.

The incident highlighted a challenge that all campaigns seem to be facing: even talking about AI can be treacherous.

Its really hard to tell the story of how generative AI is a net positive when so many bad actors whether thats robocalls, fake images or false video clips are using the bad set of AI against us, said a Democratic strategist close to the Biden campaign who was granted anonymity because he was not authorized to speak publicly. How do you talk about the benefits of an AK-47?

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Associated Press writers Alan Suderman and Garance Burke contributed to this report.

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This story is part of an Associated Press series, The AI Campaign, that explores the influence of artificial intelligence in the 2024 election cycle.

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The Associated Press receives financial assistance from the Omidyar Network to support coverage of artificial intelligence and its impact on society. AP is solely responsible for all content. Find APs standards for working with philanthropies, a list of supporters and funded coverage areas at AP.org

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Nervous about falling behind the GOP, Democrats are wrestling with how to use AI - Yahoo! Voices

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Apple is behind in AI and killed its self-driving car project. What’s next? – The Washington Post

SAN FRANCISCO Lines used to stretch around the block at Apples flagship Union Square retail store and others around the world, with hordes of eager customers camping out for days just to be among the first to lay hands on its newest products. A decade ago, the Apple hype was seemingly unstoppable as the company unveiled a steady stream of must-have gadgets.

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Apple is behind in AI and killed its self-driving car project. What's next? - The Washington Post

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Nick Bostrom Made the World Fear AI. Now He Asks: What if It Fixes Everything? – WIRED

Philosopher Nick Bostrom is surprisingly cheerful for someone who has spent so much time worrying about ways that humanity might destroy itself. In photographs he often looks deadly serious, perhaps appropriately haunted by the existential dangers roaming around his brain. When we talk over Zoom, he looks relaxed and is smiling.

Bostrom has made it his lifes work to ponder far-off technological advancement and existential risks to humanity. With the publication of his last book, Superintelligence: Paths, Dangers, Strategies, in 2014, Bostrom drew public attention to what was then a fringe ideathat AI would advance to a point where it might turn against and delete humanity.

To many in and outside of AI research the idea seemed fanciful, but influential figures including Elon Musk cited Bostroms writing. The book set a strand of apocalyptic worry about AI smoldering that recently flared up following the arrival of ChatGPT. Concern about AI risk is not just mainstream but also a theme within government AI policy circles.

Bostroms new book takes a very different tack. Rather than play the doomy hits, Deep Utopia: Life and Meaning in a Solved World, considers a future in which humanity has successfully developed superintelligent machines but averted disaster. All disease has been ended and humans can live indefinitely in infinite abundance. Bostroms book examines what meaning there would be in life inside a techno-utopia, and asks if it might be rather hollow. He spoke with WIRED over Zoom, in a conversation that has been lightly edited for length and clarity.

Will Knight: Why switch from writing about superintelligent AI threatening humanity to considering a future in which its used to do good?

Nick Bostrom: The various things that could go wrong with the development of AI are now receiving a lot more attention. It's a big shift in the last 10 years. Now all the leading frontier AI labs have research groups trying to develop scalable alignment methods. And in the last couple of years also, we see political leaders starting to pay attention to AI.

There hasn't yet been a commensurate increase in depth and sophistication in terms of thinking of where things go if we don't fall into one of these pits. Thinking has been quite superficial on the topic.

When you wrote Superintelligence, few would have expected existential AI risks to become a mainstream debate so quickly. Will we need to worry about the problems in your new book sooner than people might think?

As we start to see automation roll out, assuming progress continues, then I think these conversations will start to happen and eventually deepen.

Social companion applications will become increasingly prominent. People will have all sorts of different views and its a great place to maybe have a little culture war. It could be great for people who couldn't find fulfillment in ordinary life but what if there is a segment of the population that takes pleasure in being abusive to them?

In the political and information spheres we could see the use of AI in political campaigns, marketing, automated propaganda systems. But if we have a sufficient level of wisdom these things could really amplify our ability to sort of be constructive democratic citizens, with individual advice explaining what policy proposals mean for you. There will be a whole bunch of dynamics for society.

Would a future in which AI has solved many problems, like climate change, disease, and the need to work, really be so bad?

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Nick Bostrom Made the World Fear AI. Now He Asks: What if It Fixes Everything? - WIRED

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Brad Parscale helped Trump win in 2016 using Facebook ads. Now he’s back, and an AI evangelist – Yahoo! Voices

FORT LAUDERDALE, Fla. (AP) Donald Trumps former campaign manager looked squarely into the camera and promised his viewers they were about to witness a bold new era in politics.

Youre going to see some of the most amazing new technology in artificial intelligence thats going to replace polling in the future across the country, said Brad Parscale in a dimly lit promotional video accentuated by hypnotic beats.

Parscale, the digital campaign operative who helped engineer Trumps 2016 presidential victory, vows that his new, AI-powered platform will dramatically overhaul not just polling, but campaigning. His AI-powered tools, he has boasted, will outperform big tech companies and usher in a wave of conservative victories worldwide.

Its not the first time Parscale has proclaimed that new technologies will boost right-wing campaigns. He was the digital guru who teamed up with scandal-plagued Cambridge Analytica and helped propel Trump to the White House eight years ago. In 2020, he had a public blowup then a private falling out with his old boss after the Capitol riot. Now hes back, playing an under-the-radar role to help Trump, the presumptive GOP nominee, in his race against Democratic President Joe Biden.

Parscale says his company, Campaign Nucleus, can use AI to help generate customized emails, parse oceans of data to gauge voter sentiment and find persuadable voters, then amplify the social media posts of anti-woke influencers, according to an Associated Press review of Parscales public statements, his company websites, slide decks, marketing materials and other documents not previously made public.

Since last year, Campaign Nucleus and other Parscale-linked companies have been paid more than $2.2 million by the Trump campaign, the Republican National Committee and their related political action and fundraising committees, campaign finance records show.

While his firms have received only a small piece of Trumps total digital spending, Parscale remains close to top Republicans, as well as senior officials at the campaign and at the RNC, according to a GOP operative familiar with Parscales role who spoke on condition of anonymity to discuss internal dynamics.

Lara Trump, the RNCs new co-chair and Trumps daughter-in-law, once worked as a consultant to a company co-owned by Parscale. And U.S. House Speaker Mike Johnson's campaign recently hired Campaign Nucleus, campaign finance records show.

Parscale, however, is not involved in day-to-day Trump campaign operations, the GOP operative said.

Parscales ability to use AI to micro target supporters and tap them for campaign cash could prove critical for Trumps campaign and other fundraising organizations. They have seen a falloff in contributions from smaller donors and a surge in spending at least $77 million so far on attorneys defending the former president in a slew of criminal and civil cases.

Beyond Trump, Parscale has said hes harnessed AI to supercharge conservative candidates and causes across the globe, including in Israel, the Balkans and Brazil.

NEW AI-POWERED CAMPAIGN TOOLS

Parscale is hardly alone in using machine learning to try to give candidates an edge by predicting, pinpointing and motivating likely supporters to vote and donate money. Politicians at all levels are experimenting with chatbots and other generative AI tools to write speeches, ad copy and fundraising appeals.

Some Democrats have voiced concern over being outmaneuvered by Republicans on AI, much like they were on social media advertising eight years ago. So far, the Biden campaign and other Democrats said they are using AI to help them find and motivate voters and to better identify and defeat disinformation.

Election experts say they are concerned about AIs potential to upend elections around the world through convincing deepfakes and other content that could mislead voters. Free and low-cost generative AI services have grown in sophistication, and officials worry they can be used to smear a candidate or steer voters to avoid the polls, eroding the publics trust in what they see and hear.

Parscale has the financial backing to experiment to see what works in ways that other AI evangelists may not. That is thanks, in part, to his association with an evangelical Texas billionaire who is among the states most influential political donors.

Parscale did not respond to multiple messages from AP seeking comment. The RNC declined comment as well.

AI IS SO SCARY

Trump has called artificial intelligence so scary " and "dangerous." His campaign, which has shied away from highlighting Parscale's role, said in an emailed statement that it did not engage or utilize tools supplied by any AI company.

The campaign uses a set of proprietary algorithmic tools, like many other campaigns across the country, to help deliver emails more efficiently and prevent sign up lists from being populated by false information, said campaign spokesman Steven Cheung.

While political consultants often hype their tactics to land new contracts, they can also be intensely secretive about the details of that work to avoid assisting rivals. That makes it difficult to precisely track how Parscale is deploying AI for the Trump campaign, or more broadly.

Parscale has said Campaign Nucleus can send voters customized emails and use data analytics to predict voters feelings. The platform can also amplify anti-woke influencers who have large followings on social media, according to his companys documents and videos.

Parscale said his company also can use artificial intelligence to create stunning web pages in seconds that produce content that looks like a media outlet, according to a presentation he gave last month at a political conference, where he was not advertised in advance as a speaker.

Empower your team to create their own news, said another slide, according to the presentation viewed by AP.

Soon, Parscale says, his company will deploy an app that harnesses AI to assist campaigns in collecting absentee ballots in the same way DoorDash or Grubhub drivers pick up dinners from restaurants and deliver them to customers.

Chris Wilson, a Republican strategist who recently worked for a SuperPAC backing Florida Gov. Ron DeSantis failed presidential bid, said he has seen Campaign Nucleus platform and was envious of its capabilities and simplicity.

Somebody could download Nucleus, start working with it and really begin to use it, said Wilson.

Other political consultants, however, called Parscales AI-infused sales pitch largely a rehash of what campaigns already have mastered through data scraping, ad testing and modeling to predict voter behavior.

Some of this stuff is just simply not new, its been around for a long time. The only thing new is that were just calling it AI, said Amanda Elliott, a GOP digital strategist.

FROM UNKNOWN TO TRUMP CONFIDANT

Parscale, a relatively unknown web designer in San Antonio, got his start working for Trump when he was hired to build a web presence for the business moguls family business.

That led to a job on the future presidents 2016 campaign. He was one of its first hires and spearheaded an ambitious and unorthodox digital initiative that relied on an extensive database of social media accounts and content to target voters with Facebook ads.

I pretty much used Facebook to get Trump elected in 2016, Parscale said in a 2022 podcast interview.

To better target Facebook users, in particular, the campaign teamed up with Cambridge Analytica, a British datamining firm bankrolled by Robert Mercer, a wealthy and influential GOP donor. After the election, Cambridge Analytica dissolved, facing investigations over its role in a breach of 87 million Facebook accounts.

Following Trumps surprise win, Parscales influence grew. He was promoted to manage Trump's reelection bid and enjoyed celebrity status. A towering figure at 6 feet, 8 inches with a Viking-style beard, Parscale was frequently spotted at campaign rallies taking selfies with Trump supporters and signing autographs.

Parscale was replaced as campaign manager not long after a rally in Tulsa, Oklahoma, drew an unexpectedly small crowd, enraging Trump.

His personal life unraveled, culminating in a standoff with police at his Florida home after his wife reported he had multiple firearms and was threatening to hurt himself. One of the responding officers reported he saw bruising on the arms of Parscales wife. Parscale complied with a court order to turn in his firearms and was not charged in connection with the incident.

Parscale briefly decided to quit politics and privately expressed regret for associating with Trump after the Jan. 6, 2021, Capitol riot. In a text to a former campaign colleague, he wrote he felt guilty for helping him win in 2016, according to the House committee that investigated the Capitol attack.

His disgust didnt last long. Campaign Nucleus set up Trumps website after Silicon Valley tech companies throttled his access to their platforms.

By the summer of 2022, Parscale had resumed complimenting his old boss on a podcast popular among GOP politicos.

With President Trump, he really was the guy driving the message. He was the chief strategist of his own political uprising and management, Parscale said. I think what the family recognized was: I had done everything that really the campaign needs to do.

PARSCALES PLATFORM

Trumps 2024 campaign website now links directly to Parscales company and displays that its Powered by Nucleus, as Parscale often refers to his new firm. The campaign and its related political action and campaign committees have paid Campaign Nucleus more than $800,000 since early 2023, according to Federal Election Commission filings.

Two other companies Dyspatchit Email and Text Services and BCVM Services are listed on campaign finance records as being located at the same Florida address used by Campaign Nucleus. The firms, which are registered in Delaware and whose ownership is unclear, have received $1.4 million from the Trump campaign and related entities, FEC records show.

When an AP reporter last month visited Campaign Nucleus small, unmarked office in a tony section of Fort Lauderdale, an employee said she did not know anything about Dyspatchit or BCVM.

We dont talk to reporters, the employee said.

The three companies have been paid to host websites, send emails, provide fundraising software and provide digital consulting, FEC records show.

Parscale markets Campaign Nucleus as a one-stop shop for conservative candidates who want to automate tasks usually done by campaign workers or volunteers.

The company says it has helped its clients raise $119 million and has sent nearly 14 billion emails on their behalf, according to a promotional video.

At his recent appearance at the political conference, Parscale presented a slide that said Campaign Nucleus had raised three times as much as tech giant Salesforce in head-to-head tests for email fundraising.

Campaign Nucleus specializes in mining information from a politicians supporters, according to a recent presentation slide.

For example, when someone signs up to attend an event, Nucleus uses AI to analyze reams of personal data to assign that person a numerical score. Attendees who have been to past events receive a high score, for example, ranking them as most likely to show up, according to a company video posted online.

Campaign Nucleus also can track where people who sign up live and can send them customized emails asking for donations or solicit their help on the campaign, the video shows.

Parscale said two years ago in a podcast that he had received more than 10,000 requests about Campaign Nucleus from nearly every country with a conservative party. More recently, he said his team has been active in multiple countries, including in India and Israel, where hes been helping over there a lot with the war with Hamas.

The company says it has offices in Texas, Florida and North Carolina and has been on a recruiting tear. Recent job listings have included U.S. and Latin America-based intelligence analysts to use AI for framing messages and generating content, as well as a marketer to coordinate influencer campaigns.

Campaign Nucleus has also entered into partnerships with other companies with an AI focus. In 2022, the firm announced it was teaming up with Phunware, a Texas-based company that built a cellphone app for Trumps 2020 bid that allowed staff to monitor the movements of his millions of supporters and mobilize their social networks.

Since then, Phunware obtained a patent for what a company official described as experiential AI that can locate peoples cellphones geographically, predict their travel patterns and influence their consumer behavior.

Phunware did not answer specific questions about the partnership with Nucleus, saying the company's client engagements were confidential.

However, it is well-known that we developed the 2020 Trump campaign app in collaboration with Campaign Nucleus. We have had discussions with Trump campaign leadership about potentially developing their app for the 2024 election," said spokeswoman Christina Lockwood.

PARSCALES VISION

Last year, Parscale bought property in Midland, Texas, in the heart of the nations highest-producing oil and gas fields. It is also the hometown of Tim Dunn, a billionaire born-again evangelical who is among the states most influential political donors.

Over the years, the organizations and campaigns Dunn has funded have pushed Texas politics further to the right and driven successful challenges to unseat incumbent Republican officials deemed too centrist.

In April 2023, Dunn invested $5 million in a company called AiAdvertising that once bought one of Parscales firms under a previous corporate name. The San Antonio-based ad firm also announced that Parscale was joining as a strategic adviser, to be paid $120,000 in stock and a monthly salary of $10,000.

Boom! Parscale tweeted. (AiAdvertising) finally automated the full stack of technologies used in the 2016 election that changed the world.

In June, AiAdvertising added two key national figures to its board: Texas investor Thomas Hicks Jr. former co-chair of the RNC and longtime hunting buddy of Donald Trump Jr. -- and former GOP congressman Jim Renacci. In December, Dunn also gave $5 million to MAGA Inc., a pro-Trump super PAC and Campaign Nucleus client. And in January, SEC filings show Dunn provided AiAdvertising an additional $2.5 million via his investment company. A company press release said the cash infusion would help it generate more engaging, higher-impact campaigns.

Dunn declined to comment, although in an October episode of his podcast he elaborated on how his political work is driven by his faith.

Jesus wont be on the ballot, OK? Now, eventually, hes going to take over the government and we can look forward to that, Dunn told listeners. In the meanwhile, were going to have to settle.

In business filings, AiAdvertising said it has developed AI-created personas to determine what messages will resonate emotionally with its customers target audience. Parscale said last year in a promotional video that Campaign Nucleus was using AI models in a similar way.

We actually understand what the American people want to hear, Parscale said.

AiAdvertising did not respond to messages seeking comment.

Parscale occasionally offers glimpses of the AI future he envisions. Casting himself as an outsider to the Republican establishment, he has said he sees AI as a way to undercut elite Washington consultants, whom he described as political parasites.

In January, Parscale told a crowd assembled at a grassroots Christian event at a church in Pasadena, California, that their movement needed to have our own AI, from creative large language models and creative imagery, we need to reach our own audiences with our own distribution, our own email systems, our own texting systems, our own ability to place TV ads, and lastly we need to have our own influencers.

To make his point plain, he turned to a metaphor that relied on a decidedly 19th-century technology.

We must not rely on any of their rails, he said, referring to mainstream media and companies. This is building our own train tracks.

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Burke reported from San Francisco. AP National Political Writer Steve Peoples and Courtney Subramanian in Washington, and Associated Press researcher Rhonda Shafner in New York contributed to this report.

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This story is part of an Associated Press series, The AI Campaign, that explores the influence of artificial intelligence in the 2024 election cycle.

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Contact APs global investigative team at Investigative@ap.org or https://www.ap.org/tips/

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The Associated Press receives financial assistance from the Omidyar Network to support coverage of artificial intelligence and its impact on society. AP is solely responsible for all content. Find APs standards for working with philanthropies, a list of supporters and funded coverage areas at AP.org

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Brad Parscale helped Trump win in 2016 using Facebook ads. Now he's back, and an AI evangelist - Yahoo! Voices

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Hands-on with the visual AI in Metas Ray-Ban smart glasses – The Verge

For the last several weeks, Ive been playing with Metas AI assistant in its Ray-Ban smart glasses. It works by responding to the voice command Hey Meta and can answer a question or examine what youre looking at. Its far from perfect. But when it does work, it feels like a glimpse into the future.

Meta didnt expect generative AI to play such a large role in the glasses until very recently. When CEO Mark Zuckerberg first revealed that multimodal AI was coming to them in an interview with me last fall, he described it as a whole new angle on smart glasses that may end up being the killer feature before super high-quality holograms.

Given the billions Meta has poured into AR glasses over the last six years and the lackluster reception to the first generation of Meta Ray-Bans, version two needed to be a win. Early indications are good. Ive seen third-party estimates that over 1 million have been sold. During Metas last earnings call, Zuckerberg mentioned that many styles were sold out. Now, with multimodal AI enabled, Meta may have the best AI wearable on the market.

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Hands-on with the visual AI in Metas Ray-Ban smart glasses - The Verge

Posted in Ai | Comments Off on Hands-on with the visual AI in Metas Ray-Ban smart glasses – The Verge