WHO IS LEADING THE WORLD IN AI?

The discussion centers on the rapid advancement and global impact of Artificial Intelligence. Speakers explore the current state of AI development, infrastructure investment, and potential for economic uplift. The panelists debate the existence of an AI bubble, with most expressing optimism about long-term value creation. Tarek Amin highlights Humane's full-stack approach to AI, focusing on data centers, cloud models, and applications. Ruth Pard emphasizes Google's commitment to advancing science, improving social services, fortifying cybersecurity, and driving economic growth through AI. Mike Silea shares Oracle's experience in integrating AI into healthcare and banking, improving efficiency and outcomes. Vimal Kapoor discusses Honeywell's focus on industrial AI, addressing data friction, domain knowledge, and deterministic outcomes. The speakers also discuss the importance of partnerships and talent in achieving global AI leadership, with varying perspectives on which regions will dominate the AI race.