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
@tiernanraytech
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Tech Valuations Stabilize: Not in a Bubble, Results Improve
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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.
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AI Shifts Toward Local Data Processing: Nutanix CEO
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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
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Microsoft Launches Copilot for Finance AI Chatbot
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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
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ChatGPT Memory Function: Intriguing Yet Limited Capabilities
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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
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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 -
Gemini Outperforms GPT-4 in Deep Learning Explanations
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I asked Gemini and GPT-4 to explain deep learning AI, and Gemini won hands down Google's Gemini does a better job of refining an output when confronted with the question 'why?', while OpenAI's ChatGPT-4 gets stuck. https://
zdnet.com/article/i-aske
d-gemini-and-gpt-4-to-explain-deep-learning-ai-and-gemini-won-hands-down/
… @GoogleAI @OpenAI -
Nvidia’s Historic Week Drives TL20 Returns Over Ninety Percent
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The TL Podcast for February 28th: What an Nvidia week Nvidia results and historic stock jump drove the TL20 over ninety percent in lifetime return, and there’s more in store. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-february-28th-what-an-nvidia-week
… $NVDA $INOD $ENVX $INTC $AMD $BESI $PANW $CFLT $PSTG -
Snowflake’s Declining Outlook Amid AI Market Shift
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What to do with Snowflake? Software maker Snowflake’s disappointing outlook reflects the fact that customers no longer spend on its software with quite the abandon they once did. The deeper question is whether its technology is suddenly out of vogue because of AI.
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Why Nvidia Dominates AI: Jensen Huang Explains Competition Gap
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Why it’s so hard to catch Nvidia Jensen Huang of Nvidia explained in simple terms back in 2015 why his company pretty much has no competition in AI. In fact, the reason is a heck of a lot simpler than it’s made out to be these days. https://
thetechnologyletter.com/the-posts/why-
its-so-hard-to-catch-nvidia
… $NVDA $INTC $AMD