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Demand for HBM expected to surge, with strong adoption anticipated in 2026.
CTM focuses on cybersecurity software development, essential for U.S. government operations.
Local running of language models alleviates reliance on cloud infrastructure.
128GB RAM enables running larger AI models locally, enhancing capabilities.
Challenges of running local LLMs and the importance of memory sizes.
User experience highlights the ease of installation and adaptability for AI tasks.
ASML shows excellent returns on invested capital, positioning it favorably against competitors.
Multimodal model excels in OCR benchmarks against Gemini 2.0 Flash.
Multimodal model excels in OCR benchmarks against Gemini 2.0 Flash.