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.
BIG TECH
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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 -
Nvidia’s Data Center Business Dominates Financial Performance Analysis
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You can pretty much ignore the entirety of Nvidia’s fiscal report outside the data center section because that is the only thing that really matters right now
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Snowflake Acquires Neeva to Enhance Generative AI Search
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There it is, Snowflake says it is acquiring Neeva confirming @theinformation report earlier this month https://
snowflake.com/blog/snowflake
-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai/
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Apple Headset Strategy: Merrill Lynch Investment Analysis
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Apple headset: don’t dismiss it, says Merrill Lynch How bad could it be? https://
thetechnologyletter.com/the-posts/appl
e-headset-dont-dismiss-it-says-merrill-lynch
… $AAPL #virtualreality #WWDC -
Hugging Face: Critical Infrastructure for AI-Powered Web Evolution
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HF is increasingly a critical part of the AI model development infrastructure, and by extension (because everything will have these language and diffusion models in one way or another) what will go on to be the NEW modern web. (Since web3 is taken we can call it webGPT I guess.)