Apple and Google’s AI: Who pays whom? The uncertainty over whether Apple might pay to license AI from Google, or whether the latter might instead subsidize its programs on Apple’s iPhone, shows just how the “Gen AI” craze is playing havoc with business models.
@tiernanraytech
-
Elastic CEO: Leading RAG Discussion for Enterprise AI
By
–
Please enjoy my interview with Elastic CEO Ashutosh “Ash” Kulkarni Elastic CEO: When it comes to RAG, we are leading the discussion The notion that enterprises will move away from public cloud because of AI is nonsense, says Elastic CEO Ashutosh “Ash” Kulkarni. It’s too hard to
-
Nvidia Unveils Blackwell Next-Gen GPU Chip at GTC
By
–
Nvidia’s Jensen Huang details next-gen ‘Blackwell’ chip at GTC The successor to Nvidia’s “Hopper” GPU design is the “Blackwell” chip family, which more than doubles the number of transistors and multiplies floating-point calculations several fold, to speed up large language
-
Nvidia’s Microservices Could Disrupt Cloud Computing Giants
By
–
Nvidia’s next coup Lost amidst the many news items at Nvidia’s “Woodstock of AI” on Monday was a note about some new software offerings. The so-called microservices have the potential to up-end cloud computing by sucking a lot of the value away from what the cloud giants,
-
Memory Chips, Nvidia’s AI Dominance, and Tech Market Leaders
By
–
The TL Podcast for March 14th : Thanks for the memories Memory chips are the lynchpin of AI, Nvidia’s role as “king maker” is the talk of Silicon Valley, CrowdStrike wins again, and stay tuned for Elastic, GitLab, and startup Tarana Wireless. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-march-14th-thanks-for-the-memories
… Or catch -
Cerebras WSE-3: Largest AI Chip Accelerates Llama 2 Training
By
–
AI startup Cerebras unveils the WSE-3, the largest chip yet for generative AI The chip is almost the size of an entire 12-inch semiconductor wafer — like toast with the crust cut off. It can run Meta's Llama 2 thirty times as fast as Meta's native training cluster, the
-
AI Memory Chip Shortage Creates Investment Opportunities
By
–
Can we pick winners in AI’s memory obsession? The ever-increasing scale of artificial intelligence programs such as OpenAI’s ChatGPT is creating a crisis where the available memory chips can’t keep up with today’s fastest processors from Nvidia and others. Investors should look
-
Technology Letter portfolio up 125% since July 2022
By
–
Through March 8th, the The Technology Letter 20 group of stocks to consider is up 125% since inception in July of 2022, and up 45% 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.
-
Analog-Digital Chip Breakthrough Could Challenge CUDA Dominance
By
–
For Gen AI’s era of predictions, a new kind of chip A breakthrough in melding analog computation with digital could dramatically improve the energy consumption of generative AI when performing predictions. “I don't think it's going to be CUDA” that dominates, says Naveen Verma,
-
Temu Sensation, Nvidia Dominates S&P500 Semiconductors
By
–
Sell-side most interesting: What makes Temu Tick, Nvidia the most owned Pinduoduo’s Temu is a sensation and a mystery, but Bernstein breaks down some of the math, CrowdStrike surges on a “stellar” report, the most broadly owned S&P500 semiconductor name is Nvidia, and ASML