While the viral moment for Groq has calmed down a little, it certainly hasn’t slowed down. Check out what all the rage is about: https://
hubs.la/Q02ntM3J0
AI HARDWARE
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Groq’s Viral Momentum Continues Strong Despite Initial Hype
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Technology Letter portfolio up 125% since July 2022
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Through March 8th, the The Technology Letter 20 group of stocks to consider is up 125% since inception in July of 2022, and up 45% this year. A good chunk of that is because of Nvidia, which most fund managers were not buying before its breakout forecast in May of last year.
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Analog-Digital Chip Breakthrough Could Challenge CUDA Dominance
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For Gen AI’s era of predictions, a new kind of chip A breakthrough in melding analog computation with digital could dramatically improve the energy consumption of generative AI when performing predictions. “I don't think it's going to be CUDA” that dominates, says Naveen Verma,
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Temu Sensation, Nvidia Dominates S&P500 Semiconductors
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Sell-side most interesting: What makes Temu Tick, Nvidia the most owned Pinduoduo’s Temu is a sensation and a mystery, but Bernstein breaks down some of the math, CrowdStrike surges on a “stellar” report, the most broadly owned S&P500 semiconductor name is Nvidia, and ASML
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Broadcom CEO Endorses AMD’s Bold AI Revenue Projection
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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
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Pure Storage at NVIDIA GTC24 GenAI RAG Demos and Booth Visit
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Don't miss @PureStorage at @NVIDIA #GTC24. Visit their Booth #1529. Attend their theater session. Talk with their experts. See their #GenAI RAG demos. Use this link for 20% OFF registration: https://
purefla.sh/3OYYnSn -
Availability and performance comparison of AI inference tools
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Would love to give it a try here in EU. Seems like it is about to catch up with groq at some point
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MediSwift Achieves 75% Sparsity, Reduces Training FLOPs by 2.5x
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(2/n) MediSwift capitalizes on our most recent innovations in sparsity, inducing up to 75% unstructured weight sparsity during in-domain pre-training on biomedical texts. This results in a 2-2.5x reduction in the required training FLOPs. Blog: https://
cerebras.net/blog/sparsity-
made-easy-introducing-the-cerebras-pytorch-sparsity-library
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Groq Processors Power OpenRouter Nitro Models With Impressive Speed
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🚀 Thrilled to see our processors powering the latest Nitro models at @OpenRouterAI! The new speed benchmarks are impressive. It's exciting to be at the forefront of AI innovation with such high caliber developers. https://t.co/Gtfhy5fB1q
— Groq Inc (@GroqInc) 8 mars 2024Thrilled to see our processors powering the latest Nitro models at @openrouter
! The new speed benchmarks are impressive. It's exciting to be at the forefront of AI innovation with such high caliber developers. -
AI Chip Economics: VC Loss, Big Tech Profits, Uncertain Returns
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~1/3rd of the chips are bought via venture capital that won't see a return. 2/3rds are big tech. That portion is mostly to provision cloud services (which are very profitable). In turn, these cloud services are sold to companies which may or may not see a return from their models