How big could an Apple AI services business be? Apple could offer its billion-plus retail subscribers an AI service not unlike what OpenAI and Google offer, but with Apple’s guarantee of privacy and security. https://
fastcompany.com/91147804/apple
-ai-services-big-business
… $AAPL
@tiernanraytech
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Apple’s billion-subscriber AI services business opportunity
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Micron’s Major CapEx Spending Plan for AI Data Centers
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Micron sells off on intent to spend big in 2025 Micron expects to spend a lot more next fiscal year starting in September, which it justifies by DRAM growth in AI data centers. Investors will grumble at spending, but it’s probably the right move. https://
thetechnologyletter.com/the-posts/micr
on-sells-off-on-intent-to-spend-big-in-2025
… $MU -
Wall Street’s Best Ideas: Rivian and Enovix breakthroughs
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Wall Street’s Best Ideas: Rivian’s lifeline, Enovix’s endorsement Rivian got a stamp of approval from Volkswagen for its electrical “architecture,” and a billion-dollar lifeline, and Enovix soars on news a big tech name is going to use its batteries in headsets.
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Technology Letter Portfolio Up 175% Since Inception Nvidia
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Through June 18th, The Technology Letter 20 group of stocks to consider is up 175% since inception in July of 2022, and up 78% this year. A good chunk of that is because of Nvidia, which most fund managers were not buying before its breakout forecast in May of last year. Nvidia
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AI Investment Broadens: Tech Giants and Hardware Leaders
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The TL Podcast for June 17th: AI bets broaden out Investors are finding a broader and broader basket of AI investments, including Broadcom, VAT Group, Adobe, Oracle, and, most notably, Apple. Also, interviews with Impinj about the future of IoT and with Pure Storage on the
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Pure Storage CEO: Gen AI Infrastructure Uncertain for Enterprises
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Please enjoy my interview with Pure Storage CEO Charlie Giancarlo. Pure Storage CEO: Gen AI is ‘a very uncertain market’ There’s still a lot of infrastructure that needs to be put in place for “generative” AI before it’s ready for most enterprises, says Pure Storage CEO Charlie
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Apple Develops Hardened OS for Secure AI Data Centers
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Apple is building a high-security OS to run its AI data centers – here's what we know so far The hardened derivation of iOS and MacOS, running Apple's Private Cloud Compute servers, will be made available to allow security researchers to verify the company's promises of privacy
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Musk’s Compensation Outpaces Tesla’s Autonomous Driving Progress
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Musk’s pay is more self-driving than his cars… Wall Street’s Best Ideas: Musk will get his money sooner than we’ll get autonomous driving Tesla’s “full self-driving” seems a long ways from being fully self-driving, a fifteen percent jump in Adobe stock may be an
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Oklo’s nuclear ambitions race Sam Altman’s OpenAI timeline
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Oklo is another of the "pre-revenue" hopefuls in the struggle to devise safer, cleaner, cheaper nuclear energy. Sam Altman thinks it's a perfect fit for the enormous energy needs of AI. Will Oklo make money before OpenAI’s Altman cashes out? https://
fastcompany.com/91136574/oklo-
ipo-spac-sam-altman
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$OKLO @sama -
Nvidia Maintains Dominant Lead in Latest AI Training Benchmarks
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I've been covering Nvidia for decades, and the way the company has held onto its dominant position is stunning to me. Latest AI training benchmarks show Nvidia has no competition Across a suite of neural network tasks, competitors' chips didn't even come close to Nvidia's