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
BIG TECH
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Nvidia dominates GPU market for enterprise AI deployment
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Nvidia’s AI Training Dominance Faces Potential Challenge from MosaicML
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And Nvidia still obviously owns AI training with their (very substantial) lead in AI training with its A100- and H100-series GPUs. Though that *might* be due for a change, particularly with some work coming out of (shocker) MosaicML this week.
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MosaicML Acquisition Signals Major Consolidation in AI Stack
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With the news about MosaicML getting acquired this week, it's clear Databricks and Snowflake are going to be two of the biggest landing points for these companies—both companies powering a new stack *and* acquihires. I wouldn't be surprised to see Nvidia make some moves, either.
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Meta’s LLaMA Supercharges Open Source LLM Ecosystem Growth
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First, the obvious: the explosion of OSS models. Meta supercharged the OSS LLM ecosystem with the launch of LLaMA, which has both powered _and_ inspired a new generation of OSS models like MPT, INCITE, etc—and many startups building them like @MosaicML and @togethercompute
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Microsoft Rolls Out ChatGPT-Powered Bing To Early Testers
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Microsoft Begins Rolling Out ChatGPT Powered Bing To Early Testers – SlashGear "the thought of an AI-based tool finding its way into mainstream usage as soon as 2023 was far-fetched for even the most ardent AI enthusiasts."
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Microsoft Launches AI-Generated Shopping Guides in Bing
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Microsoft Rolls Out AI-Generated Buying Guides In Bing And Edge In a blog post announcing these new features, Microsoft claimed that these tools are designed to save time and make online shopping more convenient than ever before. https://
bit.ly/3JA9ZbO -
US Government Audits AI Industry: Ethics and Regulatory Oversight
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Uncle Sam threatens #AI with its nastiest weapon: An audit https://
bit.ly/3VKky0M #ethics -
AI voice scams rattle US trust in audio authentication
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Can you trust your ears? #AI voice scams rattle US https://
news.yahoo.com/trust-ears-ai-
voice-scams-012041873.html?soc_src=social-sh&soc_trk=tw&tsrc=twtr
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Early Apple Motherboard Assembly: A Personal Manufacturing History
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My mom worked for Hildy Licht who worked for Apple. There were cases but she did just the motherboards. I got paid $1 a board to stuff them. Took about half an hour for me. Then she would solder them. We would cut the leads off and clean them in our dishwasher.
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Dad’s Move to Cupertino Before Apple’s 1976 Founding
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One of the benefits of my dad moving us to Cupertino in 1971. Apple started in 1976.