Really nice deep dive into the reasons why Spruce Pine is so important.
HARDWARE
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Single North Carolina mine controls global silicon wafer production
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The modern economy rests on a single road in Spruce Pine, North Carolina. The road runs to the two mines that is the sole supplier of the quartz required to make the crucibles needed to refine silicon wafers. There are no alternative sources known. From Conway’s Material World:
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Siri as Everything AI Could Reshape Smartphone to Smartwatch Trends
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This is a hot take, but if Siri becomes the 'Everything' AI assistant/agent we always hoped for, there will be a significant trend of people replacing phones with Apple Watches. Myself included.
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Technology Letter portfolio up 125% since July 2022
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Through March 8th, the The Technology Letter 20 group of stocks to consider is up 125% since inception in July of 2022, and up 45% 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.
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Analog-Digital Chip Breakthrough Could Challenge CUDA Dominance
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For Gen AI’s era of predictions, a new kind of chip A breakthrough in melding analog computation with digital could dramatically improve the energy consumption of generative AI when performing predictions. “I don't think it's going to be CUDA” that dominates, says Naveen Verma,
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Temu Sensation, Nvidia Dominates S&P500 Semiconductors
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Sell-side most interesting: What makes Temu Tick, Nvidia the most owned Pinduoduo’s Temu is a sensation and a mystery, but Bernstein breaks down some of the math, CrowdStrike surges on a “stellar” report, the most broadly owned S&P500 semiconductor name is Nvidia, and ASML
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Broadcom CEO Endorses AMD’s Bold AI Revenue Projection
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Broadcom CEO endorses that crazy AI revenue projection from AMD AMD CEO Lisa Su’s stunning remark that AI chips will be almost the size of the entire chip industry in 2027 has been a source of much chatter in the past few months. Thursday evening, Broadcom CEO Hock Tan endorsed
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Edge Computing Transforms Industrial Data Handling and Operations
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Edge computing marks a pivotal change in industrial data handling and computation, enhancing operational efficiency and enriching customer experience. Podcast on @insightdottech with @CCSInsight and @intel #PaidPartnership #IntelPartner #ITinfluencer
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Pure Storage at NVIDIA GTC24 GenAI RAG Demos and Booth Visit
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Don't miss @PureStorage at @NVIDIA #GTC24. Visit their Booth #1529. Attend their theater session. Talk with their experts. See their #GenAI RAG demos. Use this link for 20% OFF registration: https://
purefla.sh/3OYYnSn -
MediSwift Trained on Cerebras Wafer-Scale Cluster
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(5/n) MediSwift was trained in three sizes (Med, Large, and XL), with dense and sparse variants, on a Cerebras Wafer-Scale Cluster with only a few configuration changes. Cerebras makes it easy to experiment and train production-ready models. Contact us to learn how we can help