Infineon Technologies AG announces a breakthrough in producing 300mm gallium nitride wafers, potentially reducing manufacturing costs for emerging AI chip technology.
INVESTMENT
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Meta invests $2B in 100K H100 chips for Llama AI
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Meta Platforms is finalizing a supercomputing cluster of over 100,000 H100 server chips, costing more than $2 billion, to train the next version of its Llama AI model.
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Mastercard acquires Recorded Future for $2.65B cybersecurity expansion
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Mastercard expands its cybersecurity services by acquiring global threat intelligence company Recorded Future for $2.65 billion, aiming to enhance insights and intelligence used to secure the digital economy.
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Dr. Fei-Fei Li’s World Labs Raises $230M for 3D AI
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Check out our exclusive @technology interview with AI pioneer @drfeifei about her new AI startup, @theworldlabs
! @CarolineHydeTV & I spoke w Dr. Li about it raising $230M for software that will use images & other data to make decisions about the 3D world. -
Nvidia Could Replace Intel in Dow Jones Industrial Average
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Economist suggests that Nvidia could perhaps replace Intel in the Dow Jones industrial Average https://
economist.com/business/2024/
09/12/intel-is-on-life-support-can-anything-save-it
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Model Quality, Scarcity Psychology, and Future Pricing Impact
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agree. so it's perhaps not as much as the model quality driving this – but the psychology around scarcity, time, and price. when this model is fast and cheap later, what happens? (back to shotgun probably)
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Microsoft leverages OpenAI relationship to pitch AI to Chevron
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Microsoft also dangles its relationship with OpenAI. An executive strategy memo from June 2023 showed that Microsoft wanted to pitch Chevron, with which it has multiple deals including one over $1B, on adopting OpenAI’s GPT-3.5 & GPT-4 to “deliver more business value.” 8/
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Microsoft’s Major Oil and Gas Market Opportunity Worth Billions
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This is big business for Microsoft. Internal employee reports estimate the O&G industry represents a market opportunity of between $35 billion to $75 billion – especially notable with the pressures Microsoft faces to continually show payoffs to its massive AI investments. 5/
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Microsoft’s analysis showed ExxonMobil could increase revenue by 1.4 billion
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Here’s an example: In a slide deck from Jan 2022, Microsoft prepared an analysis that said its tools could allow ExxonMobil to increase its annual revenue by 0.8%, or $1.4 billion—$600 million of which would come from optimizing its drilling. 4/
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Key to Unicorn Status: Innovation in Emerging AI
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ユニコーン企業になるカギは？ 新興AIに探る @nhk_news 「変わったことをしないと変わった成果は出ない。ユニコーンになるための方程式があるわけではないと思うけれど、いろんな要素をどんどん突っ込んでいかないと、ほかと違うことはできない。」 伊藤 錬 (
@SakanaAILabs
)