Alphabet. More Of The AI, Less Of The Drama
DeepMind is Alphabet's dark horse. AlphaFold is one of the most significant AI-related accomplishments ever. What will they turn their attention to...
462 Views
NVIDIA Invests $2 Billion In Synopsys. But Why?
They plan to start enabling cloud access for GPU-accelerated engineering solutions. Could this be where that $2 billion finds a home? Is this a new...
495 Views
NVIDIA. Burry's Claims Miss The Forest For The Trees. The Real Issues Are Structural, Not Legal
There are key structural issues surrounding the AI Infrastructure build out (grid, foundry, memory capacity to mention a few). These will drive...
423 Views
Did The Elon & Jensen Clown Show Just Crater The AI Narrative?
At last week's US-Saudi Investment Forum, Elon's inability to clearly articulate the deal he had just signed with the KSA was shocking.
820 Views
Microsoft. Acting Like There's An AI Bubble Without Saying There's An AI Bubble
It could just be me, but I think Mr. Nadella is trying to tell us something about the state of AI. We should probably listen. Let’s see.
643 Views