The rise of reasoning models that can recall and understand longer conversations could boost demand for artificial intelligence and memory chips next year, according to analysts at Citi. Nvidia looks especially poised to capitalize, thanks to a forthcoming offering.
Last week, Amazon
AMZN Web Services announced an “episodic functionality” for its AI-agents platform that allows them “to learn from past experiences and apply those insights to future interactions,” therefore improving how the tools make decisions. The update reflects “the recognition that memory is the key element to agent intelligence,” Citi analyst Atif Malik said in a Monday note.
How Nvidia’s stock can benefit from this emerging trend in AI models
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The rise of reasoning models that can recall and understand longer conversations could boost demand for artificial intelligence and memory chips next year, according to analysts at Citi. Nvidia looks especially poised to capitalize, thanks to a forthcoming offering.
Last week, Amazon
AMZN Web Services announced an “episodic functionality” for its AI-agents platform that allows them “to learn from past experiences and apply those insights to future interactions,” therefore improving how the tools make decisions. The update reflects “the recognition that memory is the key element to agent intelligence,” Citi analyst Atif Malik said in a Monday note.
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