You-know-what is hitting the fan for Microsoft on this OpenAI thing, says Street Sam Altman is being brought back to OpenAI, the company said, but it’s a valid question how much repetitional damage may have been sustained by Microsoft, and whether the whole incident will force
@tiernanraytech
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Nvidia Beats Revenue Forecast, Shares Rise Modestly
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Nvidia shares rise slightly on 11% beat on forecast Revenue came in two billion dollars higher than expected, a twelve-percent beat, and the forecast was eleven percent higher as well. The shares showed some modest after-hours gain. It’s a muted reaction, not almost a
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Nvidia earnings beat expected amid strong GPU demand
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Nvidia on tap: Street looks for more modest upside
Shares of Nvidia are pricing in a beat of five to eleven percent on revenue tonight, according to Jefferies & Co.’s Mark Lipacis. It seems unlikely the company will disappoint given a still-raging market for GPUs. The stock -
Microsoft’s AI Partnership Risk Profile Increases Amid OpenAI Leadership Changes
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You-know-what is hitting the fan for Microsoft on this OpenAI thing, says Street
As Sam Altman reportedly chats with OpenAI’s board about coming back, some analysts are getting worried about Microsoft. “the risk profile of Microsoft’s AI story just went up materially,” says -
OpenAI Leadership Shift: Shear Named CEO, Altman Joins Microsoft
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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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