Through June 18th, The Technology Letter 20 group of stocks to consider is up 175% since inception in July of 2022, and up 78% 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. Nvidia
BIG TECH
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AI Investment Broadens: Tech Giants and Hardware Leaders
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The TL Podcast for June 17th: AI bets broaden out Investors are finding a broader and broader basket of AI investments, including Broadcom, VAT Group, Adobe, Oracle, and, most notably, Apple. Also, interviews with Impinj about the future of IoT and with Pure Storage on the
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Cerebras CTO Presents at International Trillion Parameter Consortium
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Join Us at the European Kick-Off of the International Trillion Parameter Consortium (TPC)! June 19-21, 2024 Occidental Atenea Mar, Barcelona, Spain Cerebras Field CTO, Natalia Vassilieva, will be presenting at two highly anticipated breakout sessions: MAPE:
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Apple Develops Hardened OS for Secure AI Data Centers
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Apple is building a high-security OS to run its AI data centers – here's what we know so far The hardened derivation of iOS and MacOS, running Apple's Private Cloud Compute servers, will be made available to allow security researchers to verify the company's promises of privacy
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NVIDIA’s Computing Dominance in AI Market Valuation
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Al mismo tiempo que el valor se percibe como excesivamente alto, tweets como el siguiente evidencian una falta de computación que por ahora sólo NVIDIA puede proveer.
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NVIDIA Surpasses Microsoft as AI Market Leader
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NVIDIA ADELANTA A MICROSOFT Y se sitúa en la empresa number one por valor de mercado! La ola que la ha impulsado hasta lo más alto es la de la IA. La gran pregunta es: qué pasará cuando baje la marea
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Major AI Acquisitions: Who Acquires Whom in AI Landscape
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Are you seeing the same thing? Who should acquire who? After @Gradio
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Meta Releases Multiple AI Models Including Chameleon Multimodal
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🔴 META LIBERA VARIOS MODELOS!
— Carlos Santana (@DotCSV) 18 juin 2024
Ya ni dosifican, sino que lanzan los modelos en lotes!
Hoy Meta ha liberado varios modelos de varias de sus publicaciones de los meses pasados, y entre ellos encontraréis CHAMELEON! el modelo multimodal del que os hablé en el vídeo de GPT-4o 👇 https://t.co/4vMYsniZZQMETA LIBERA VARIOS MODELOS! Ya ni dosifican, sino que lanzan los modelos en lotes! Hoy Meta ha liberado varios modelos de varias de sus publicaciones de los meses pasados, y entre ellos encontraréis CHAMELEON! el modelo multimodal del que os hablé en el vídeo de GPT-4o
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NVIDIA and HPE Launch Energy-Efficient Enterprise GenAI Computing Solution
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Announced today, NVIDIA AI Computing by @HPE will enable enterprises of every size to gain an energy-efficient, fast, flexible path for sustainably developing and deploying #GenAI applications. Learn more: https://
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After Hours Mixer at Google Cloud Booth 201
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After Hours Mixer. Join us: The Quad on the @googlecloud booth 201. @googlecloud @tmforumorg #DTW24 #Ignite #AI #Cloud pic.twitter.com/G0s2ikU3mm
— Harold Sinnott #MWC26 (@HaroldSinnott) 18 juin 2024After Hours Mixer. Join us: The Quad on the @googlecloud booth 201. @googlecloud @tmforumorg #DTW24 #Ignite #AI #Cloud