Sell-side most interesting: Cheers for Robots and Intel, telecom equipment sucks Evercore says we need robots more than ever as labor shrinks, Intel has rising prospects, according to Raymond James, Applied Materials can ride the resurgence of DRAM, says Cowen, and Merrill Lynch
BIG TECH
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NVIDIA Research Advances Generative AI Robotics at NeurIPS
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#NVIDIAResearch collaborates with leading universities to advance #generativeAI, robotics, & natural sciences. At #NeurIPS, they'll present industry leading innovations in text-to-image transformation, photo-to-3D avatar conversion, & specialized robots.
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AMD MI300x cheaper than Nvidia H100 despite higher manufacturing costs
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Quite insane to think the MI300x (AMD’s new ai chip) costs them 2x to manufacture vs H100 but will be cheaper for us to buy. Nvidia is creaming it!
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Mistral leads Paris AI boom as open source divides big tech
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Excellent NYT article about parisian AI unicorn Mistral, the effervescent AI ecosystem in Paris, the rapidly increasing strength of the open source AI community, the support of open source AI by Meta, and the opposition to it by Google and OpenAI.
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Google’s Epic Legal Defeat Threatens 200 Billion App Store Industry
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This is a big one. https://
bloomberg.com/news/articles/
2023-12-12/google-s-epic-legal-defeat-threatens-200-billion-app-store-industry
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Patrice Simard Microsoft Research Group 2006
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In Patrice Simard's group at Microsoft Research in 2006.
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Projets IA musique depuis 4 ans
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Il y a beaucoup de projet depuis 4 ans environ qui existe. Comme musenet de OpenAI où mangenta de Google. Récemment il y en a eu un aussi de meta https://
openai.com/research/musen
et
… J’avais fais cette vidéo il y a 3 ans : https://
youtu.be/DJIwT4ngp3w?si
=xRnXWapzPBPLvtTQ
… Et pour l’anecdote j’avais entraîné un -
Oracle’s Cloud Growth Slows Despite Executive Optimism
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Oracle’s cloud computing gains still fail to dazzle The hyperbole of Oracle CFO Safra Catz and CTO Larry Ellison — “huge demand,” “unlimited demand” — cannot make up for slowing growth in revenue, even as the company’s cloud business continues to hum along. Perhaps Oracle is
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Google Gemini obscures AI technology details from public scrutiny
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Google’s Gemini continues the dangerous obfuscation of AI technology Google’s Gemini project discloses almost no relevant technical details, hiding from society what’s happening in the cloud. https://
zdnet.com/article/google
s-gemini-continues-the-dangerous-obfuscation-of-ai-technology/
… @GoogleDeepMind @GoogleAI -
Gemini vs Mistral: Cost and Model Accessibility Tradeoffs
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gemini announcement: cost google millions of dollars. blog post. script. video production. landing pages. can't use the good model. oh well mistral 8×7: magnet link only. no explanation of what it is. no explanation of how to run it. might power everything soon