1) As we’re already seeing in Ukraine, the way wars are fought and democracies defend themselves is changing. US VCs recognised this years ago and are acting. The defense tech entrepreneur community is building. Meanwhile, Europe is still lagging behind.
INVESTMENT
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AI Startups Automating Legal Paperwork Attract Major Investment
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Money pours into #AI startups that save countless hours of legal paperwork https://
semafor.com/article/05/24/
2023/investors-back-ai-startups-that-save-hours-of-legal-paperwork
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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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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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Analog Devices Stock Falls Amid China Sales Slowdown
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Analog Devices drops eight percent, but CEO promises a ‘soft landing’ The main culprit is China, where sales deteriorated after a healthy start in February. https://
thetechnologyletter.com/the-posts/anal
og-devices-drops-eight-percent-but-ceo-promises-a-soft-landing
… $ADI #semiconductors #earningsseason #China #automotive #LifeSciences -
Axelera AI Raises $50M to Democratize Edge AI
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We had an amazing first day yesterday at the @EmbVisionSummit
! #ICYMI check out our recent announcement here: https://
axelera.ai/axelera-ai-rai
ses-50m-to-democratize-edge-ai/
… #EdgeAI #EVS23 #AI