Nvidia’s surge powers the TL20 to a twenty-three percent gain since July, trouncing benchmarks, despite mixed earnings reports by TL20 stocks Analog Devices and Snowflake. Better investing comes from knowing tech companies. https://
thetechnologyletter.com #investing #stocks
BIG TECH
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Nvidia Surge Powers TL20 Index to Twenty-Three Percent Gain
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European Dynamism: Democracy Beyond Grocery Delivery Apps
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My call for European Dynamism is in print @FT today *Democracy won’t defend itself with the next grocery-delivery app.* Here’s the diagnosis and what needs to happen:
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Windows Introduces Copilot and AI-Powered Features for Users
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Windows just got smarter with AI! Check out the new features like Windows Copilot, Bing Chat plugins and AI media detection in Bing Image Creator. #MSBuild #WindowsAI #ai #ArtificialIntelligence #MachineLearning #deeplearning https://
buff.ly/3WE04ri -
Apple PyTorch Support Could Reshape AI Model Development
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Realistically the biggest wild card would be some kind of extensive PyTorch support from Apple, which could alter model development workflows—but would not break Nvidia’s grip on foundation models.
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Foundation Models Converging on Nvidia Hardware Dependency
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Foundation model developers—including at least one beyond Google/FB/OpenAI that I know of—will all be relying on Nvidia hardware going forward. The OSS/smaller model devopers might swerve (maybe w/ Apache TVM) but will also most likely rely on cuda-enabled hardware.
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Nvidia’s ML Training Dominance Through A100/H100 and CUDA
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With Nvidia going nuclear today would just re-up my last piece about how Nvidia has built a stranglehold on ML training with its A100/H100 series and, more importantly, Cuda’s deep connection with PyTorch.
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NVIDIA Q1 2024 Earnings Report Analysis
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Link https://
cnbc.com/2023/05/24/nvi
dia-nvda-earnings-report-q1-2024.html
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Nvidia’s Earnings Beat Highlights Market’s AI Misunderstanding
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What’s more mad than a mad good earnings beat by @nvidia is how the Street *still* doesn’t understand AI. Tbh they’re not alone.
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ChatGPT iOS App Expands to 11 New Countries Worldwide
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The ChatGPT app for iOS is now available to users in 11 more countries — Albania, Croatia, France, Germany, Ireland, Jamaica, Korea, New Zealand, Nicaragua, Nigeria, and the UK. More to come soon!
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Nvidia shares surge twenty-five percent on stronger AI outlook
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Nvidia shocker: shares soar twenty-five percent, as outlook comes up sixty percent higher than expected Who can remember the last time a tech company had this level of upside in its forecast? https://
thetechnologyletter.com/the-posts/nvid
ia-shocker-shares-soar-twenty-five-percent-as-outlook-comes-up-sixty-percent-higher-than-expected
… $NVDA $AMD $INTC #semiconductors #artificialintelligence