The AI Artists have been busy. Creativity is on an exponential curve up. In 18 months this will be totally insane. Heck, it already is insane, but wait until you can be inside something like this. The Holodeck is coming. Check out these 700 companies building it: https://
x.com/GardeningClubA
/GardeningClubAI/status/1842021719084818849
…
@scobleizer
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AI Artists Push Creativity to Exponential Heights, Holodeck Era Ahead
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New AI Inferencing Startups Emerging in Market
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There are other AI inferencing companies coming too. Met another founder on Saturday night that's building one of those.
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VC Scouting: Hardware Efficiency and Market Dynamics Reshape Investment
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I don't invest, unfortunately. That requires money and risk taking that I don't have. That said, I'm doing scouting for VC firms looking for interesting things to invest in. That said, when computers get smaller, more efficient, and cheaper, the world won't buy the same number,
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Infrastructure Fiber Networks Essential for System Connectivity
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Even if that is true you still will need more fiber to connect them all.
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Jensen highlights fiber infrastructure advantage in tech
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No one is close in terms of fiber. But, yeah, and that was the point of Jensen's talk Saturday night.
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NVIDIA’s Fiber Infrastructure: A Key Competitive Moat
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They have many moats, for sure, but fiber is a key one that I didn't think too much of. It enables NVIDIA to deliver all their other moats. 🙂
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Fiber infrastructure critical for distributed AI inferencing in datacenters
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Even in inferencing, though, you need to move hot services to more and more inferencing computers in a datacenter. Fiber.
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NVIDIA GPU Dominance as Critical Competitive Moat in AI
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If you can't hook 100,000 NVIDIA cards up together (NVIDIA bought the best) you can't put in place any of the other moats.
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Major NVIDIA Datacenter Purchase with Fiber Infrastructure
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He bought an NVIDIA datacenter with a fuckload of fiber. 🙂