AlexNet, the AI model that started it all, released in source code form – for all to download It was the shot heard 'round the world – a neural network that finally fulfilled decades of theoretical promise. https://
zdnet.com/article/alexne
t-the-ai-model-that-started-it-all-released-in-source-code-form-for-all-to-download/
… @geoffreyhinton @ilyasut
@tiernanraytech
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AlexNet Released Open Source: The AI Model That Started It All
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Micron’s AI Memory Chips Sold Out Amid Booming Demand
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Micron continues to see torrid AI memory-chip sales Shares of Micron Technology rose in late trading as it said it is sold out of its “HBM” chips for AI data centers, and will be all this year, as the market keeps expanding. It also said the weaker markets of PCs and smartphones
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Google’s Wiz Acquisition: Cloud Security Market Trends Analysis
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Wall Street’s Best Ideas: Google buys at the top of the market Google probably overpaid for Wiz, but the ultra-hot technology for cloud security is clearly a sellers’ market. Tesla “catalysts” prompt an upgrade of its beaten-down stock. Plus, Corning’s big opportunity inside the
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Nvidia’s Huang keynote fails to prevent stock slide despite innovations
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Wall Street’s Best Ideas: Nvidia’s Huang induces lethargy It’s not that Nvidia’s chip innovations, such as “Vera Rubin,” aren’t stellar, but CEO Jensen Huang’s keynote on Tuesday was pretty much as expected, which meant it couldn’t prevent a slide in the stock. Even so, the
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Nvidia Reassures Investors on AI Chip Demand at GTC
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Wall Street’s Best Ideas: Can Nvidia reassure worries over AI demand? This week’s “GTC” show is another opportunity for Nvidia to reassure investors once again that demand will hold up for its chips given fascination over DeepSeek economics. What will Micron Technology say about
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Stock Market Decline During Trump’s Transition Period
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The TL Podcast for March 10th: Stocks implode in a ‘period of transition’ A “period of transition” is the phrase U.S. president Donald Trump has used for a massive sell-off in stocks. The carnage continued Monday, in spite of good financial performance from Broadcom and others.
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Nvidia Outperforms Markets in Good Times and Bad
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Nvidia, et al: Market-beating in good times and in bad Whatever shape the market correction takes this year, remember that stocks of the best companies, such as Nvidia, vastly outperform the market over a multi-year period. $NVDA https://
thetechnologyletter.com/the-posts/nvid
ia-et-al-market-beating-in-good-times-and-in-bad
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DeepSeek’s Accounting Limitations: Wall Street Analysis
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Wall Street’s Best Ideas: Does DeepSeek even understand accounting? DeepSeek AI apparently doesn’t know the difference between “margin” and “markup,” it’s okay that Tesla deliveries are plunging, it’s hard to be database vendors like Oracle and MongoDB, and CyberArk’s expanding
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Twilio CEO bullish on stock as AI proof points emerge
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I had a nice time talking with Twilio CEO Khozema Shipchandler in NYC a week ago about where the company is headed. Twilio CEO: It’s a great time to buy the stock In a meeting in New York, Twilio CEO Khozema Shipchandler tells me investors are starting to see “proof points”
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DeepSeek Impact on Nvidia: Market Predictions Fall Short
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As I wrote at the time, the whole furor over DeepSeek, the big predictions about epic changes in the AI landscape, were a whole lot of nothing. Nvidia: No DeepSeek slowdown here A rough market on Thursday dragged down Nvidia shares, but CEO Jensen Huang and CFO Colette Kress