MARKET TRENDS

→ View original post on X — @tenstorrent

India Emerging as Global RISC-V Leader in Semiconductor Innovation

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@tenstorrent

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07 April 2023 16h49

"Within a year of the 1st Semicon India Conf by PM Modi, #semicon leaders like @jimkxa are moving to India and catalysing future design startups. The time and place for @risc_v is India," @Rajeev_GoI said. https://
telecom.economictimes.indiatimes.com/news/policy/ri
sc-v-becoming-a-global-movement-with-india-as-leading-player-mos-it/99281863
…

AI Bandwidth Demands Drive Investment in Fiber Optics

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07 April 2023 16h32

Coherent plunges, but look to the AI market down the road, says Raymond James AI is going to need lots of bandwidth. https://
thetechnologyletter.com/the-posts/cohe
rent-plunges-but-look-to-the-ai-market-down-the-road-says-raymond-james
… $COHR $LITE $CIEN #investing #stocks #fiberoptics #lasers #AI

Ciena performs well despite Lumentum shortfall in networking

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07 April 2023 16h24

Ciena’s just fine despite Lumentum shortfall And by extension, the networking market should be just fine. https://
thetechnologyletter.com/the-posts/cien
as-just-fine-despite-lumentum-shortfall
… #investing #stocks #fiberoptics #Ciena

→ Voir le post original sur X — @rafiksmati

AI-Powered Virtual Worlds Generation Reshapes Metaverse Future

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@rafiksmati

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07 April 2023 16h23

Bientôt, il suffira d’un simple prompt pour générer en quelques secondes des univers entiers et personnalisés de réalité virtuelle ou de jeux vidéos, comme ici avec @BlockadeLabs. Ceux qui se sont empressés d’enterrer les Metavers ont eu tort.
pic.twitter.com/ogAzM7r5LN
— Rafik Smati (@RafikSmati) 7 avril 2023

Bientôt, il suffira d’un simple prompt pour générer en quelques secondes des univers entiers et personnalisés de réalité virtuelle ou de jeux vidéos, comme ici avec @BlockadeLabs
. Ceux qui se sont empressés d’enterrer les Metavers ont eu tort.

Pure Storage Maintains Product Leadership with Strong Profit Margins

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07 April 2023 16h15

Pure Storage: they still have the best products, says Wedbush Take a look at those profit margins! https://
thetechnologyletter.com/the-posts/pure
-storage-they-still-have-the-best-products-says-wedbush
… $PSTG $DELL $HPE $NTAP #investing #stocks #datastorage #nandini

→ View original post on X — @cademetz

Google Microsoft AI Strategy Internal Thinking During Boom

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@cademetz

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07 April 2023 16h06

He wrote in the email, which was viewed by The New York Times, that it was an “absolutely fatal error in this moment to worry about things that can be fixed later." @nicoagrant and @KYWeise on the thinking inside Google and Microsoft amid the AI boom:

Stifel Recommends Skyworks Over Qorvo on Valuation

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07 April 2023 16h06

Pick Skyworks over Qorvo, says Stifel Valuation’s an important component here. https://
thetechnologyletter.com/the-posts/pick
-skyworks-over-qorvo-says-stifel
… $SWKS $QRVO #investing #stocks #semiconductors

→ View original post on X — @aibreakfast

Evolution of AI in 12-24 Months

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@aibreakfast

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07 April 2023 15h45

Reminder: ChatGPT was released just 4 months ago. What will we be looking at in 12 or 24 months? Today: Text-to-Text
Text-to-Image
Text-to-Speech 2024/25: Text-to-Product
Text-to-Solution
Text-to-Entertainment Beyond that, we might swap the "Text" part to "Thought"