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
@tiernanraytech
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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 -
Chip Stocks Rally as AI Production Surge Drives Earnings Upgrades
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Sell-side most interesting: Earnings upgrade season gets underway Don’t “over-think” the recovery underway in chip stocks, surging production of AI chips, AMD’s challenge in Nvidia, mixed signals for Tesla, and good vibes for Hubspot. https://
thetechnologyletter.com/the-posts/sell
-side-most-interesting-earnings-upgrade-season-gets-underway
… $NVDA $AMD $AMAT -
Tesla Struggles, AI Bubble Concerns, Microsoft AI Gains
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The TL Podcast for April 4th: Tesla unraveling It was a bad week for Tesla, a prelude to a terrible report from the company, sentiment backed away from Nvidia amidst talk of an AI bubble, Microsoft’s AI payoff was in focus, Reddit received critical reviews, and fiber-optics
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Nvidia’s Inverse Estimates Behavior Pattern Repeats Again
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Nvidia’s inverse estimates behavior: here we go again Nvidia tends to sell off as upward revisions are made to estimates by sell-side analysts. In past, that’s been a short blip followed by big gains in the stock. https://
thetechnologyletter.com/the-posts/nvid
ias-inverse-estimates-behavior-here-we-go-again
… $NVDA -
Intel’s Factory Losses: Opportunity or Long-term Burden?
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Intel’s giant losses in Le Divorce: Glass half full or empty? You could look at Intel’s huge operating loss in its factories as a great opportunity for improvement, or you could look at it as a ball and chain that will be around for years. Will Le Divorce become really final,
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Microsoft’s AI Spending Surge and Enterprise Security Implications
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Sell-side most interesting: Microsoft’s AI spending, Reddit isn’t even Pinterest Microsoft is right to spend like crazy on AI, Zscaler and others will benefit from Redmond’s gigantic security failure, Reddit has little hope when it’s not even as good as Pinterest, ASML’s next
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Dana-Farber Tests GPT-4 in Medicine, Finds Falsehoods and Costs
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Dana-Farber Cancer Institute finds main GPT-4 concerns include falsehoods, high costs The renowned medical institute trialed letting 12,500 staff members use a private instance of GPT-4, a first-of-its-kind implementation in medicine. https://
zdnet.com/article/dana-f
arber-cancer-institute-finds-main-gpt-4-concerns-include-falsehoods-high-costs/
… @OpenAI