Apple builds a slimmed-down AI model using Stanford, Google innovations The phone giant's open-source large language model beats previous models by melding the insights of many researchers. https://
zdnet.com/article/apple-
builds-a-slimmed-down-ai-model-using-stanford-google-innovations/
… @Apple
@tiernanraytech
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Apple Develops Optimized AI Model Using Stanford Google Research
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Cadence Design and Nvidia rebound forecast analysis
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Sell-side most interesting: Stay with Cadence Design, Nvidia will rebound in May A soggy forecast from Cadence Design doesn’t reflect big potential later this year, Nvidia and chip stocks will rebound in May, Matterport is a two-billion-dollar deal for virtual house tours, and
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Hashicorp emphasizes cloud transition for recurring revenue
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Hashicorp emphasizes the cloud transition Software maker Hashicorp held an event on Monday at the Nasdaq for its customers in order to highlight the value of moving to its cloud computing software. More cloud business could boost the company’s recurring revenue, but it remains
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Nvidia plummets: TL20 index records worst day ever
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The TL Podcast for April 21st: Nvidia takes a tumble Nvidia fell on Friday by the most in the two and a half years of the TL20, giving the group its worst day ever. In the absence of any particular news, this event was a healthy right-sizing. Nvidia still has no real competition
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DigitalOcean CEO Sees Spectacular Opportunity in Generative AI
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Please enjoy my interview with DigitalOcean CEO Paddy Srinivasan DigitalOcean CEO: a ‘spectacular’ opportunity in Gen AI DigitalOcean imploded last summer as the company’s growth slowed considerably. Newly installed CEO Paddy Srinivasan believes the unique needs of generative
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Competition Against Nvidia in AI Chip Market Intensifies
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My good friend Eric Savitz has published a lovely feature on the competition against Nvidia for Barron's, with excellent data and examples. I've been writing about the AI chip competition to Nvidia for almost a decade. In all that time, no one has put a dent in Nvidia's
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Tesla’s Horror Show: Tech Giants Face Market Pressure
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Sell-side most interesting: Tesla’s ‘horror show,’ Astera’s pricey stock Things keep getting worse for Tesla heading toward its earnings report, Cisco will be fine after the speed bump, the Street loves Astera Labs’s expensive stock, and Informatica and Salesforce are each
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AI Investment: Computing Scale and Creative Potential
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AI investing: the ‘hard’ problems OpenAI and others believe that by building ever-larger computers, they will confront the ultimate question for artificial intelligence, namely, whether a computer can equal human creativity, or whether creative things are just too hard to be
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Avi Wigderson on Theory of Computation and Ideas
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I had a wonderful time talking with this year's winner of the A.M. Turing Award for lifetime achievement in computer science, Avi Wigderson. Wigderson has really fascinating points to make about how the Theory of Computation has come together, about how ideas lead to
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Intel Launches Gaudi AI Chip Faster Than Nvidia H100
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Intel shows off latest 'Gaudi' AI chip, pitched towards enterprises The chip is almost twice as fast at training large language models versus Nvidia's H100, says Intel, and fifty percent faster on inference. https://
zdnet.com/article/intel-
shows-off-latest-gaudi-ai-chip-pitched-towards-enterprises/
… $INTC $NVDA $AMD