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
@tiernanraytech
-
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
-
Broadcom CEO Endorses AMD’s Bold AI Revenue Projection
By
–
Broadcom CEO endorses that crazy AI revenue projection from AMD AMD CEO Lisa Su’s stunning remark that AI chips will be almost the size of the entire chip industry in 2027 has been a source of much chatter in the past few months. Thursday evening, Broadcom CEO Hock Tan endorsed
-
Tech Valuations Stabilize: Not in a Bubble, Results Improve
By
–
The TL Podcast for March 5th: We are not in a bubble Valuations are nowhere near what they were in 2020 and 2021 for the mass of tech stocks, and results are improving for software makers such as Nutanix, contrary to ominous rhetoric from some market strategists.
-
AI Shifts Toward Local Data Processing: Nutanix CEO
By
–
Please enjoy my interview with Nutanix CEO Rajiv Ramaswami. Nutanix CEO: ‘AI moves to where the data is’ There is an intriguing potential shift underway in the market for artificial intelligence, as more and more companies want to run the programs locally with their own data
-
Microsoft Launches Copilot for Finance AI Chatbot
By
–
Meet Copilot for Finance, Microsoft's latest AI chatbot – here's how to preview it The newest AI portion of the Microsoft 365 suite is meant to smooth tasks such as performing variance analysis of a company's sales and automating audits of accounts receivable. @Microsoft
-
ChatGPT Memory Function: Intriguing Yet Limited Capabilities
By
–
I tried ChatGPT's memory function and found it intriguing but limited The memory function in ChatGPT is like a fine-tuning procedure. Getting the results you want, however, can be frustrating at times. https://
zdnet.com/article/i-trie
d-chatgpts-memory-function-and-found-it-intriguing-but-limited/
… @OpenAI -
Open-Source AI Matches Gemini Video Capabilities with Novel Training
By
–
Move over Gemini, open-source AI has video tricks of its own A team of researchers used a novel approach to training AI models and extended Meta's Llama 2 to achieve similar feats to Google's Gemini. https://
zdnet.com/article/move-o
ver-gemini-open-source-ai-has-video-tricks-of-its-own/
… @GoogleAI @Meta