'OpenAI is product development, not AI research,' says Meta's chief AI scientist LeCun | ZDNET
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@ylecun
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Meta’s LeCun Challenges OpenAI’s AI Research Claims
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AI Bandwidth Demands Drive Investment in Fiber Optics
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Coherent plunges, but look to the AI market down the road, says Raymond James AI is going to need lots of bandwidth. https://
thetechnologyletter.com/the-posts/cohe
rent-plunges-but-look-to-the-ai-market-down-the-road-says-raymond-james
… $COHR $LITE $CIEN #investing #stocks #fiberoptics #lasers #AI -
Ciena performs well despite Lumentum shortfall in networking
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Ciena’s just fine despite Lumentum shortfall And by extension, the networking market should be just fine. https://
thetechnologyletter.com/the-posts/cien
as-just-fine-despite-lumentum-shortfall
… #investing #stocks #fiberoptics #Ciena -
Pure Storage Maintains Product Leadership with Strong Profit Margins
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Pure Storage: they still have the best products, says Wedbush Take a look at those profit margins! https://
thetechnologyletter.com/the-posts/pure
-storage-they-still-have-the-best-products-says-wedbush
… $PSTG $DELL $HPE $NTAP #investing #stocks #datastorage #nandini -
Stifel Recommends Skyworks Over Qorvo on Valuation
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Pick Skyworks over Qorvo, says Stifel Valuation’s an important component here. https://
thetechnologyletter.com/the-posts/pick
-skyworks-over-qorvo-says-stifel
… $SWKS $QRVO #investing #stocks #semiconductors -
MLPerf Results Show AI Performance Gains from Leading Tech Companies
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The latest round of MLPerf results are in. It continues to be fascinating how new techniques are brought to bear by Neural Magic, cTuning, Neuchips and others. https://
zdnet.com/article/nvidia
-dell-qualcomm-speed-up-ai-results-in-latest-benchmark-tests/
… $NVDA @neuralmagic $DELL $QCOM $HPE @MLCommons #MLPerf #AI #artificialintelligence -
CrowdStrike Analyst Day Shows Growth and Cash Flow Promise
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CrowdStrike: favorable analyst day reception to growth and free cash flow Not a barn burner, but analysts mostly liked what they heard https://
thetechnologyletter.com/the-posts/crow
dstrike-favorable-analyst-day-reception-to-growth-and-free-cash-flow
… $CRWD #investing #stocks #cybersecurity #software #TL20 -
Arista Stock Overvalued Amid Generative AI Hype?
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Arista: has the stock gotten ahead of itself? Are investor expectations for “generative AI” too frothy? https://
thetechnologyletter.com/the-posts/aris
ta-has-the-stock-gotten-ahead-of-itself
… $ANET $NVDA #investing #stocks #networking #AI #artificialintelligence #deeplearning -
OpenAI’s Financial Challenges and Microsoft Investment Strategy
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The deep red ink of AI darling OpenAI If you had a bag full of Microsoft’s money, you’d probably pay yourself a ton of options too. https://
thetechnologyletter.com/the-posts/the-
deep-red-ink-of-ai-darling-openai
… $MSFT @OpenAI #stocks #investing #OpenAI #ChatGPT #AI #artificialintelligence #machinelearning -
Semiconductor Industry Surge: Best Quarter in Twenty Years Analysis
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Chips had the best first quarter in twenty years, now what? Some of the growth seems frothy (hello, generative AI) https://
thetechnologyletter.com/the-posts/chip
s-had-the-best-quarter-in-twenty-years-now-what
… $NVDA $ADI $KLA $AMD $AMAT $LRCX $SNPS $WOLF $INTC #investing #stocks #semiconductors #TL20