It is interesting to see a key truth about the current state of AI play out over and over again. Only a few organizations have the compute needed to train GPT-4 class & beyond models. Key small AI labs may have a lot of talent & ideas, but only 4-5 tech giants have the servers.
MARKET TRENDS
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Hugo Boss Enters Roblox Metaverse to Engage Gen Z
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#Metaverse Hugo Boss Turns to #Roblox to Capture Gen Z https://
sourcingjournal.com/denim/denim-br
ands/hugo-boss-roblox-metaverse-denim-hugo-blue-streetwear-generation-z-planet-hugo-499092/
… via @sourcingjournal -
Legacy Media Decline: Social Platforms Reshape Information Distribution
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What changed in the last five years is that an increasing segment of the audience is no longer gated by legacy media. X, youtube and other platforms can give better reach and more effective messaging than approving reporting by CNN or NYT. This trend is unlikely to reverse
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Competitive GPU Destruction Metaphor in AI Hardware Wars
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erecting the rostra on top of the burned out GPUs of our enemies
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Cerebras CS-3 Wafer-Scale Architecture Enables Superior Training Performance
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Our CTO and Co-Founder Sean Lie takes us deep into the heart of Cerebras Hardware and our Wafer-Scale Architecture. On CS-3, we are enabling large scale training at orders of magnitude performance advantage compared to GPU. But even our largest clusters natively operate as a
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Cerebras CEO Discusses AI Hardware Challenges and Large Chip Training
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Our CEO @andrewdfeldman kicked off Cerebras AI Day to a standing room only audience. Andrew’s keynote covered: 1. The AI Capabilities Chasm
2. The GPU Challenge
3. Large Models train best on Large Chips. #AI #AIcompute -
Unusual Cooperation and Competition Dynamics Emerging Throughout AI Industry
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Weird coopertition everywhere in AI
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AI Favors Large Data-Rich Companies Says Cisco CEO
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The rise of AI will tend to favor large, data-rich companies over smaller upstarts, according to @Cisco CEO Chuck Robbins. “This is a revolution that actually favors incumbents with large datasets,” he said. https://
wsj.com/articles/cisco
-closes-28-billion-acquisition-of-splunk-betting-big-on-ai-836b6560?st=l9fmtxuezys3giq
… via @WSJ #CIO #AI #ArtificialIntelligence -
Why Major AI Players Make Seemingly Inexplicable Business Moves
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Any time you see business news about inexplicable acquisitions, strategies and alliances among major AI players, it is worth thinking about this It isn’t the only explanation, all the usual management & bandwagon effects apply, but it is a bigger one than many people realize.
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H100 GPU Pricing and Availability Challenges in AI
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Have you looked at the price of an H100 assuming you can get them to sell you one?