Wall Street’s Best Ideas: An interesting chip play in Silvaco AI is a memory hog, Silvaco is an interesting niche in the semiconductor world, Texas Instruments can find a comprise with hedge fund Elliott, and Lattice will be alright despite losing its CEO.
@tiernanraytech
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Political Deepfakes Rise: Detection Tools Combat Election Disinformation
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More political deepfakes exist than you think, according to this AI expert With so many elections happening globally this year, TrueMedia founder Oren Etzioni hopes the company's deepfake detection tool can help reduce disinformation. Here's how. https://
zdnet.com/article/ai-exp
ert-says-there-are-more-political-deepfakes-than-you-think/
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RAG’s Growing Role in Shaping Generative AI’s Future
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Make room for RAG: How Gen AI's balance of power is shifting AI's RAG is not a panacea for hallucinations, but it's here to stay, which may mean ultimately adapting the training or large language models to better accommodate RAG. https://
zdnet.com/article/make-r
oom-for-rag-how-gen-ais-balance-of-power-is-shifting/
… @OpenAI @elastic -
Meta’s Multi-Token Prediction Advances GenAI Beyond ChatGPT
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Meta's GenAI moves from simple predictions to a chess game of consequences In place of ChatGPT's conventional approach, Meta scientists argue for optimized 'multi-token prediction' – one that penalizes wrong answers. https://
zdnet.com/article/metas-
genai-moves-from-simple-predictions-to-a-chess-game-of-consequences/
… $META @Meta #AI -
Nvidia Teases Rubin GPUs and CPUs Succeeding Blackwell
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Nvidia teases Rubin GPUs and CPUs to succeed Blackwell in 2026 The Rubin architecture is meant to maintain Nvidia's one-year cadence of chip introductions. https://
zdnet.com/article/nvidia
-teases-rubin-gpus-and-cpus-to-succeed-blackwell-in-2026/
… $NVDA @nvidia -
Qualcomm CEO on Why AI PCs Matter for the Company
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Please enjoy my interview with Qualcomm CEO Cristiano Amon. I’ve been a skeptic of the AI PC, and I was delighted to get some thoughtful perspective from Cristiano Amon on why the AI PC is a “big deal,” and a big deal for Qualcomm, how the company plans to “maintain the
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Snowflake CFO Explains Unique Database and Data Sharing Approach
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Please enjoy my interview with Snowflake CFO Mike Scarpelli Snowflake CFO explains a few things you don’t understand about this business Many people don’t understand just how unique the Snowflake way of running a gigantic database is, or its approach to data sharing, says CFO
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Nvidia Valuation Analysis: Can Stock Rally Higher?
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No, Nvidia is not overpriced. The TL Podcast for May 27th: Sizing up Nvidia Nvidia had a fantastic quarter, does its valuation allow the stock to go higher? And Snowflake’s CFO explains the complexities of its accounting. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-may-27th-sizing-up-nvidia
… $NVDA $SNOW -
Nvidia Surge Delivers Strong Returns for TL20 Investment Group
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Nvidia’s surge of nine percent on Thursday brings the TL20’s total return since inception to a hundred and thirty percent. Nvidia’s stock has been the best call since I started the group. Wall Street’s Best Ideas: Nvidia’s perfect conference call Not only isn’t there an air
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Nvidia Beats Expectations, Announces Ten-for-One Stock Split
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Nvidia jumps on beat-and-raise, ten-for-one stock split Revenue for “data center products,” the measure of Nvidia’s artificial intelligence payoff, hit a new quarterly record at $22.6 billion, up twenty-three percent from the prior quarter and more than quintupling from a year