The soap opera of OpenAI: Nvidia’s still the key By Monday morning, OpenAI had a new CEO, Emmett Shear, former CEO of Amazon’s video game streaming service, Twitch, and former CEO Sam Altman was joining Microsoft as an AI division head. Analysts see issues for Microsoft,
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Sam Altman Ousted as OpenAI CEO in Major Leadership Change
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Sam Altman is out at OpenAI @OpenAI @sama @miramurati @sabrinaa_ortiz $MSFT #OpenAI #AI #artificialintelligence #deeplearning https://
zdnet.com/article/openai
-ousts-its-ceo-sam-altman-the-face-of-generative-ai/
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Cisco Stock Rally Expected Spring Growth CEO Forecast
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Cisco: In the spring, there will be growth Cisco Systems shares sold off as orders are being digested, said CEO Chuck Robbins. If he is right about that, the stock can rally into next year, but should you believe him? https://
thetechnologyletter.com/the-posts/cisc
o-in-the-spring-there-will-be-growth
… $CSCO $ANET #investing #stocks -
T Rowe Price Identifies AMD Nvidia as AI Beneficiaries
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T Rowe Price really, really likes AI Stuff like ChatGPT is “an incredibly big deal” that will “change the world,” according to T Rowe’s Dom Rizzo. AMD and Nvidia are the most obvious beneficiaries. Despite his enthusiasm, it’s probably the case the jury is still out as to what
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Arista Takes Aim at Nvidia in AI Networking Battle
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Arista's got Nvidia in its sights It’s an epic battle, Arista versus Nvidia, two great companies with superb management and decades of collective accomplishment. Nvidia’s CEO, Jensen Huang, argues his company’s “InfiniBand” networking technology for AI saves you so much money,
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Quantum Computing Stocks Decline as Companies Miss Expectations
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Quantum computing stocks sag as results fail to impress Investors have become somewhat fatigued with the slow financial progress of the quantum computing ventures IonQ, Rigetti, and D-Wave, which are still losing buckets of money on de-minimus revenue. https://
thetechnologyletter.com/the-posts/quan
tum-computing-stocks-sag-as-results-fail-to-impress
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ARM’s hiring expansion pressures profit margins amid growth
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ARM’s vague profit language sinks stock six percent ARM’s massive hiring — a thousand people in twelve months — has lead to pressure on operating margin. The company’s CFO, Jason Child, assured investors that the company is still on course to an eventual goal of sixty percent
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OpenAI’s Research Challenges Benefit Nvidia’s Hardware Business
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OpenAI’s got a tough slog ahead, which is great for Nvidia People forget that there are still vast areas of fundamental research to be conquered to get beyond the basic gimmicks of ChatGPT that have dazzled the world. OpenAI’s chief, Sam Altman, made that clear during a press
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Sam Altman Hints at OpenAI Consumer Hardware Devices
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My impression of Sam Altman’s response to Ina Fried’s question is that he left the door open to OpenAI producing consumer hardware devices. "We'd like to figure out something amazing," he said. "If there's something to do, we'll do it.” Added Altman, "I do believe that every
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Musk’s Grok Launch Strategy Reflects OpenAI Rivalry
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Altman was asked why Elon Musk’s X, formerly Twitter, chose to unveil its own chat bot, Grok, the night before the OpenAI conference, whether it was, perhaps, a sign of a lingering hostility by Musk toward OpenAI, which he helped finance in the beginning. “Elon will be Elon,”