Please enjoy my interview with Impinj CEO Chris Diorio Impinj CEO: ‘We’ve got a tiger by the tail’ It’s taken almost a quarter-century for Impinj’s tiny, low-power wireless chips to turn retail apparel into a high-tech industry. CEO Chris Diorio sees intriguing opportunities
@tiernanraytech
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Apple Private Cloud Compute: Secure AI Data Protection
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Apple unveils Private Cloud Compute: How it works to protect your data from AI Apple claims the cloud servers using its custom chips will not only be more secure but will also be verifiable by outside security experts. https://
zdnet.com/article/apple-
unveils-private-cloud-compute-how-it-works-to-protect-your-data-from-ai/
… $AAPL
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Informatica CEO: Gen AI Only at Top of Second Inning
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Please enjoy my interview with Informatica CEO Amit Walia Informatica CEO: We’re only at the top of the second inning with Gen AI There are tantalizing use cases for “generative” artificial intelligence in the enterprise, says Informatica CEO Amit Walia, but it’s going to
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Semtech CEO Exit Triggers Stock Plunge, Axcelis Surges
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Wall Street’s Best Ideas: Semtech plunges, Axcelis surges Shares of Semtech plunged Friday on the surprise dismissal of its chief executive, though one analyst says things seem to be okay, Axcelis had a winning presentation at a conference, and bulls argue you should keep the
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Silvaco: A Strategic Chip Play for AI Memory Demands
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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.
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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/
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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