Enovix’s saying they are moving to “development” with one unnamed phone company customer was the surprise of the evening. Sell-side most interesting: Qualcomm’s AI luster, Enovix’s validation Qualcomm’s sales to Chinese phone makers suggest artificial intelligence upside,
INVESTMENT
-
Bloomberg Names AI Co-founder Demi Guo One to Watch
By
–
Our co-founder and CEO, @demi_guo_
, was just named 'One to Watch' by Bloomberg @technology
, and we agree. Keep an eye on us for what’s next -
Dusty Secures Major 7-Figure Enterprise Contract for Warehouse Robots
By
–
Convinced that Dusty would be an integral part of all their upcoming warehouse build-outs, they inked a 7-figure enterprise contract for multiple robots deployed over the next three years. This is how we win.
-
Claude Launches New Team Plan with 200K Context Window
By
–
Introducing a new Team plan for Claude. Get increased usage for team members, easily manage users and billing, and tackle complex tasks with our large 200K context window.
-
UAI’s At-Memory Compute Architecture Leads AI Inference Market
By
–
"UAI's approach to designing inference accelerators means real-world relevance today – not sometime in the future." Read @MoorInsStrat
's latest research brief on the #AI inference market and how our at-memory compute architecture is leading the charge. https://
tinyurl.com/44cy5cxp -
Ontario’s AI Sector: Local Talent, Tax Credits, Global Potential
By
–
On @TheAgenda with @spaikin
, CEO Chris Walker broke down why Ontario is an AI powerhouse: – Local talent from top universities & @VectorInst – Generous R&D tax credit
– Wide AI adoption across industries But the key to winning globally? More investment. https://
tvo.org/video/how-onta
rios-ai-sector-performs-on-global-stage
… -
Buffett’s Apple Strategy and ON Semi’s Semiconductor Turnaround
By
–
Sell-side most interesting: Be like Buffett on Apple, ON Semi’s turnaround Warren Buffett knows how to handle Apple shares, by buying the dips, ON Semiconductor offers a weak report that nevertheless provides hope, and there’s a short list of potential buyers for silicon carbide
-
Tech Giants’ AI Spending Surge Drives Nvidia Stock Rally
By
–
The TL Podcast for April 29th: Redeemed by cloud spending Nvidia surged on Friday after Microsoft and Alphabet joined Meta in reiterating their commitment to spend, spend, spend on artificial intelligence, Tesla got a pass on tough questions, and Lam Research and Texas
-
Autonomize AI Welcomes Jennifer and Jeffrey to Leadership Team
By
–
We are thrilled to welcome Jennifer and Jeffrey to our team. Their vast experience and innovative vision will be crucial as we continue to expand the possibilities of AI in healthcare. @AutonomizeAI @KrisNairTX @eyestone_tx https://
businesswire.com/news/home/2024
0430536583/en/Autonomize-AI-Strengthens-Leadership-Team-with-Key-Appointments
… -
Klarna Partnership Financial Details Undisclosed
By
–
I asked Klarna for financial details on the partnership – unfortunately they declined to share…