Tesla targets rise on deliveries; AI ‘under-hyped’ says Canaccord The strategy to pursue volume is paying off, say analysts. https://
thetechnologyletter.com/the-posts/tesl
a-targets-rise-on-deliveries-ai-under-hyped-says-canaccord
… $TSLA
$RIVN $F $GM $LCID $FFIE $NKLA #investing #stocks #electricvehicles #automotive #EVs #Tesla
@tiernanraytech
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Tesla deliveries surge as AI capabilities gain investor attention
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AI Reshaping Database Market Through Recursive Question-Asking
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Big changes are coming to the database market because of AI The recursive movement of question-asking in AI is going to shake things up. https://
thetechnologyletter.com/the-posts/big-
changes-are-coming-to-the-database-market-because-of-ai
… $SNOW $ORCL @databricks @MosaicML $MSFT #database #investing #bigdata #AI -
Nvidia, Intel, AMD Chip Demand Surges Amid AI Boom
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Nvidia’s demand heats up, so does Intel, AMD’s, says New Street The generative AI stuff drives up chip sales for years https://
thetechnologyletter.com/the-posts/nvid
ias-demand-heats-up-so-does-intel-amds-says-new-street
… $NVDA $AMD $INTC #AI #Deeplearning #semiconductors #ChatGPT账号 -
Nvidia dominates GPU market for enterprise AI deployment
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Nvidia: No competition in sight, says Daiwa Every company’s going to need GPUs to run their own ChatGPT, says analyst Louis Miscioscia. https://
thetechnologyletter.com/the-posts/nvid
ia-no-competition-in-sight-says-daiwa
… $NVDA $INTC $AMD #AI #ChatGPT #DeepLearning #semiconductors -
Microsoft TikTok Give Generative AI Memory Capabilities
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Microsoft, TikTok give generative AI a sort of memory The innovations can give any large language model ChatGPT-like abilities. https://
zdnet.com/article/micros
oft-tiktok-give-generative-ai-a-sort-of-memory/
… @MSFTResearch @BytedanceTalk @OpenAI #AI #deeplearning #ChatGPT -
MongoDB CTO Departure: Leadership Change at Major Database Company
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Sudden departure of MongoDB’s CTO: Stay tuned I’ll be speaking with Porter next week, hopefully to shed some light. https://
thetechnologyletter.com/the-posts/sudd
en-departure-of-mongodbs-cto-stay-tuned
… $MDB @MarkLovesTech #investing #tech #databases #mongodb -
Micron Stock Rises After Quarterly Beat Amid Chip Shortage Forecast
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Micron rising: finally, a quarterly beat The company’s forecast of negative supply growth in DRAM and NAND plays to a favorable narrative of future shortages. https://
thetechnologyletter.com/the-posts/micr
on-rising-finally-a-quarterly-beat
… $MU #investing #stocks #DRAM #NAND #semiconductors -
Snowflake Restores Confidence at Analyst Day
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Snowflake restores confidence at analyst day with talk of ‘consumption' People are back to consuming SNOW’s software, a relief after last month’s earnings call. https://
thetechnologyletter.com/the-posts/snow
flake-restores-confidence-at-analyst-day-with-talk-of-consumption
… $SNOW #investing #software #cloudcomputing #database #AI -
Nvidia dominates AI benchmarks while Intel Habana gains ground
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Nvidia sweeps AI benchmarks, but Intel brings meaningful competition Habana came very close on several tests of 8-way systems. @MLCommons $NVDA $INTC $AMD #AI #MLPerf #GPU #CPU
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Tech’s Parabola Returns to Earth: Market Trends Analysis
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The TL Podcast for June 26th, 2023: Tech’s parabola returns to earth https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-june-26th-2023-techs-parabola-returns-to-earth
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $PTON $WE $COHR $AMD $HPE $ORCL $AI $EQIX $FSLY $IOT $MDB #investing #stocks #podcasts #technology #AI