well considering they just did this deal for over $1b i think they're not desperate for the money so maybe not in the next few months
INVESTMENT
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Snowflake and Confluent bid for Tabular startup
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to advance this a bit, Snowflake had wanted Tabular too. it was bidding on the startup, as was Confluent
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Databricks Acquires Tabular Apache Iceberg
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well well well, Databricks is buying Tabular, the Apache Iceberg people
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Nvidia Fact-Checks Elon’s Tesla Earnings Call Remarks
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Nvidia internally fact-checking on Elon remarks from a Tesla earnings call is just great reading https://
cnbc.com/2024/06/04/elo
n-musk-told-nvidia-to-ship-ai-chips-reserved-for-tesla-to-x-xai.html
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Google earnings reveal modest five thousand dollar gain
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hmmm yes and he gain only 5k$ from google
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Silvaco: A Strategic Chip Play for AI Memory Demands
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Wall Street’s Best Ideas: An interesting chip play in Silvaco AI is a memory hog, Silvaco is an interesting niche in the semiconductor world, Texas Instruments can find a comprise with hedge fund Elliott, and Lattice will be alright despite losing its CEO.
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Nvidia Teases Rubin GPUs and CPUs Succeeding Blackwell
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Nvidia teases Rubin GPUs and CPUs to succeed Blackwell in 2026 The Rubin architecture is meant to maintain Nvidia's one-year cadence of chip introductions. https://
zdnet.com/article/nvidia
-teases-rubin-gpus-and-cpus-to-succeed-blackwell-in-2026/
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Investment Decision During Market Decline Recovery
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Curious if you have reentered. I held through the decline fortunately/unfortunately:)
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OpenAI’s GPT-4.5 and GPT-5 Release Strategy Prediction
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¿Qué pasará? Pues ni idea. Me cuadra la idea de que quieran presentar un update del modelo (i.e. GPT-4.5) para diferenciar a los usuarios premium de los gratuitos. Y luego 5 meses más tarde, en Noviembre, sacar GPT-5 Sería el mismo patrón de tiempo que hubo entre GPT3.5 y GPT4
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Indian Enterprises Boost Conversational and Generative AI Investments
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Indian enterprises are poised to significantly boost investments in conversational and generative AI. Over 60% of large enterprises plan to increase spending on conversational platforms in the next 3-4 years. Meanwhile, 95% are familiar with generative AI, with 80% planning