During the recent earnings call, Nvidia’s CEO made a brief remark that deserves more attention despite being overshadowed by the $35.1 billion quarterly revenue driven by surging demand for AI chips.
“We are just at the start of this generative AI revolution,” Jensen Huang stated during the call. “We are entering a new generation of foundation models capable of reasoning and complex thinking.”
The term “long thinking” didn’t gain popularity when OpenAI’s ChatGPT first amazed the world two years ago with its quick responses to a wide range of questions. However, it can reduce or eliminate the errors often appearing in those replies.
The concept is straightforward: Long-thinking AI models are created to take more time to consider the results they produce carefully. These models will be advanced enough to provide us with updates on their progress and request our feedback throughout the process.
“We are currently developing artificial intelligence applications that can run for 100 days,” he said at the Computex trade show in Taipei. As models improve in reasoning, AI is expected to advance beyond existing technologies in customer service and automation, as well as emerging sophisticated agents.”
OpenAI’s advanced thinking capabilities leaped forward in September with the launch of its o-series models. These models are designed to spend more time thinking before responding, allowing them to reason through complex tasks and tackle more challenging problems in science, coding, and math than previous models.
An assistant professor at Boston Children’s Hospital and Harvard Medical School specializing in rare diseases noted that OpenAI’s new reasoning features enhance her work. “I frequently use it to cut down on the tedious parts of my job, like summarizing studies that may not be relevant to my research,” she said.
“I’ve made connections I wouldn’t have without O1’s ability to simplify complex genetic concepts. Cognitive scientists noted that our current AI resembles System One and emphasizes the need for AI guardrails to avoid potential disasters.”
“Long thinking is essential for integrating AI into System 2. The new models’ reasoning capabilities are developing and will make significant advances next year, according to the vice president of engineering at OpenAI.”
“We will have AI systems that communicate fluently and visualize the real world.” “This blend of reasoning and multimodal capabilities will lead to more powerful agentic applications next year.” According to the company’s chief scientist and executive vice president of AI research, Salesforce is increasing its investment in the Atlas Reasoning Engine, which powers the AI agents launched in October.
“We empower agents and our Agentforce to excel in System 2 reasoning. This shift enables AI to deliver profound insights, drive advanced actions, and significantly impact all business functions.”
The rise of applications using System 2 models could help justify the significant investments in AI. Sequoia Capital noted that Nvidia’s infrastructure must generate $600 billion in lifetime revenue to warrant companies’ spending over a year. Still, it is currently not on track to reach that goal.
Reasoning models can greatly increase the demand for AI infrastructure, such as chips and data centers. They require enhanced inference—how trained AI models respond to user prompts—an area where Nvidia platforms excel.
Revelation 13:5 And there was given unto him a mouth speaking great things and blasphemies; and power was given unto him to continue forty and two months.
Revelation 13:6 And he opened his mouth in blasphemy against God, to blaspheme his name, and his tabernacle, and them that dwell in heaven.
Revelation 13:11 And I beheld another beast coming up out of the earth; and he had two horns like a lamb, and he spake as a dragon.
Revelation 13:12 And he exerciseth all the power of the first beast before him, and causeth the earth and them which dwell therein to worship the first beast, whose deadly wound was healed.
Revelation 13:13 And he doeth great wonders, so that he maketh fire come down from heaven on the earth in the sight of men,
Revelation 13:14 And deceiveth them that dwell on the earth by the means of those miracles which he had power to do in the sight of the beast; saying to them that dwell on the earth, that they should make an image to the beast, which had the wound by a sword, and did live.
Revelation 13:15 And he had power to give life unto the image of the beast, that the image of the beast should both speak, and cause that as many as would not worship the image of the beast should be killed.
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