I've been covering Nvidia for decades, and the way the company has held onto its dominant position is stunning to me. Latest AI training benchmarks show Nvidia has no competition Across a suite of neural network tasks, competitors' chips didn't even come close to Nvidia's
MARKET TRENDS
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China’s battery export restrictions threaten Europe’s competitiveness
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bah lorsque la chine va faire de même sur l'export des batteries électrique ou autre… bah on va moins rigoler en europe. J'ai pas compris si on avait voté pour que les gens qui prennent ces décisions se barrent .
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Market Hype Cooling: Waiting for AI Enthusiasm to Settle
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Está todo petado. Habrá que esperar a que el entusiasmo de la gente se calme.
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Sora launch sparks competitive wave in generative AI market
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Qué locura! Esto ya no es una herramienta que llegará "pronto" sino que ya está aquí, y que a partir de ahora no dejará de mejorar.
— Carlos Santana (@DotCSV) 12 juin 2024
Sora fue la punta de lanza, y ahora toca ver a muchos competidores entrar al juego! https://t.co/VSSqV6Hcl5Qué locura! Esto ya no es una herramienta que llegará "pronto" sino que ya está aquí, y que a partir de ahora no dejará de mejorar. Sora fue la punta de lanza, y ahora toca ver a muchos competidores entrar al juego!
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Jensen Huang’s Presence Signals Company Conference Credibility
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if Jensen isn't at your company's conference then you know something's wrong
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Summer 2023 Free Autonomous Rides as San Francisco’s Economic Moment
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i cant find the quote now but someone once tweeted that the summer of ‘23 when Cruise and Waymo rides were free all over the city was the ZIRP of SF and i immediately felt the “treasure the present because it’ll be gone before you know it” feel of lucky-to-be-here
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Meta’s Product Design Complexity Frustrates Media Buyers
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I do wonder if Meta PMs are just trolling us on making it take 3-4-5-6-7-8 steps to get to something that used to only take 1 step as part of their master plan to just make media buyers hate them? This new columns set is just…
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Generative AI in Practice: Keynote at ThoughtSpot’s Data Event
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Had a fantastic time delivering my keynote on ‘Generative AI in Practice’ at ThoughtSpot’s Data RenAIssance Event in London today! Thank you, ThoughtSpot, for the opportunity and the warm welcome. #ThoughtSpot #DataRenAIssance #GenerativeAI #LondonEvents
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Cerebras and Dell Partner on CS-3 Supercomputer for Global AI
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New Collaboration Alert Cerebras and Dell have collaborated to deliver the Cerebras CS-3 Supercomputer and clusters of CS-3s for Large-Scale AI Deployments around the world. This collaboration brings together the fastest AI systems for training and inference, the Cerebras

