Micron Technology: Buy it, says Mizuho, China has very few options Samsung and Hynix are not China’s solution. https://
thetechnologyletter.com/the-posts/micr
on-technology-buy-it-says-mizuho-china-has-very-few-options
… $MU #investing #China #cybersecurity #DramaAlert
MARKET TRENDS
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Mizuho recommande Micron: China manque d’alternatives semiconducteurs
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When AI Falls Short: The Disillusionment Of Entrepreneurial Dreams
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When AI Falls Short: The Disillusionment Of Entrepreneurial Dreams
#AI #AIio #BigData #ML #NLU #Futureofwork @nigelwalsh @pbouillaud @PatrickGunz_CH @pierrepinna @RebekahRadice @Ronald_vanLoon @sbmeunier
@Shirastweet http://
ow.ly/HQB130svss8 -
Tech stocks surge amid market froth and unexplained rallies
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The TL Podcast for May 22nd, 2023: Week of tech froth: stocks surged on no news whatsoever Conference calls from Synopsys, Cisco and Applied Materials lifted tech shares, but a lot of names such as Nvidia and Confluent surged for no reason whatsoever, a sign of a certain
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Microsoft Fabric Analytics Platform Challenges Snowflake Market Leadership
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Microsoft unveils Fabric analytics program, OneLake data lake to span cloud providers Is it a Snowflake killer? $MSFT $SNOW @OpenAI #database #datalake #datawarehouse #AI https://
zdnet.com/article/micros
oft-unveils-fabric-analytics-program-onelake-data-lake-to-span-cloud-providers/
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Bill Gates Predicts AI Will Disrupt Google and Amazon
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Rien que ça. https://
numerama.com/tech/1386532-p
our-bill-gates-lintelligence-artificielle-va-bientot-enterrer-google-et-amazon.html
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Insuretech firms fail to transform insurance pricing despite heavy losses
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Insuretech companies that were supposed to transform pricing have yet to hit that goal— and are losing tens of millions,
@IsabelleBiscuit
reports #CIO #insuretech #fintech #insurance https://
wsj.com/articles/techn
ology-was-supposed-to-transform-insurance-pricing-it-hasnt-bc80c655
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Apple PyTorch Support Threatens Nvidia AI Hardware Dominance
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Nvidia has developed a stranglehold on AI development thanks to PyTorch's reliance on Cuda. Apple hardware getting full-fledged support for PyTorch could drastically upend that for an entire subset of AI development focused on smaller, more lightweight models.
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Lightweight AI Models Threaten Big Tech’s Development Strategy
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But as newer lightweight models emerge, there's an opportunity to move development—either from scratch or via fine-tuning—onto local devices. A Google employee penned a memo earlier this month warning about exactly this trend as a threat to its AI strategy.
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MacBook Pro to Nvidia: AI shifts developer hardware landscape
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MacBook Pros have long been a standard for developers since it embedded itself into workflows with the launch of the iPhone 4. That largely shifted to rigs and cloud development supported by Nvidia hardware with the advent of AI models.
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Incumbents Distribution Advantage Over AI Startups Long Term
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Incumbents can be a bit slow to push new features, but they benefit from distribution.
— Nathan Benaich (@nathanbenaich) 23 mai 2023
Adobe’s AI is one of those first order problems where new startups might look like a great bet until their incumbent peer wakes up.
Then long term, the startup is no longer the right bet. https://t.co/LkhEDCX3bOIncumbents can be a bit slow to push new features, but they benefit from distribution. Adobe’s AI is one of those first order problems where new startups might look like a great bet until their incumbent peer wakes up. Then long term, the startup is no longer the right bet.