Fabricio Miranda’s Post

Until AI is matmul free, the beatings will continue. https://lnkd.in/dfJ6vQKU

I think CNBC is correct. Apple is in a position to win the long game with “Edge AI”. They can build their own chips to have “on device” LLMs (Large Language Models) - basically ChatGPT in your pocket , even offline. ("One thousand prompts in your pocket!"). After the recent Google layoff, I noticed some Apple recruiters openly reaching out for suddenly available AI experts. Another dark horse may be Meta. They know how to build and sell hardware. But they failed with a phone. So any attempt would probably be within a headset (Quest and / or Rayban) and a partnership with either Qualcomm or NVIDIA. Though NVIDIA is probably maxed out on chip supply right now. Qualcomm does have a GPU (Adreno). An unlikely long shot is that Meta does a deal with Apple for their chips. #edgeai #ondeviceai #llm #chatgpt #opensi #generativeai #gpu #nvidia #apple #qualcomm #meta

Great article with some not so obvious changes for consumers. Nvidia, the chip maker, is now worth more than Apple and they have committed to continued improvement due to Artificial Intelligence: "The rise of generative AI is a new industrial revolution". Generative AI is the type that generates content, as opposed to "machine learning" and many other types of AI. BUT, when I talk to builders, it is mostly the case of they don't know what they don't know and they don't know how to leverage AI. So, please contact me (it is not about sales!) so I can send you a link to join our online community where you will have complimentary access to resources, content, and be invited to our AI educational webinars. Just PM, DM or email me! If you are on my LinkedIN, I am happy to help! erik@builderchain.io  https://lnkd.in/gnU7nrTv

This week, NVIDIA's earnings call painted a bright picture for the future of technology, particularly in the realms of artificial intelligence and machine learning. Their remarkable performance is not just a win for them but a clear signal of the rapid progress and adoption of enterprise-level AI across industries. At Mutually Human, we've been closely following this trend, harnessing the power of data analytics, AI, and ML to drive innovation and deliver cutting-edge solutions to our clients. NVIDIA's success reaffirms our belief in the transformative potential of these technologies. The implications are vast and varied – from optimizing operations and enhancing customer experiences to creating new business models and revenue streams. As a digital engineering firm, we're at the forefront of this revolution, enabling businesses to navigate the complexities of digital transformation and leverage the full potential of AI and ML. Let's embrace this innovation wave and explore its endless possibilities. If you want to understand how AI and ML can revolutionize your business, contact us. Let's shape the future together! https://lnkd.in/ebMvcA74 #AI #MachineLearning #DataAnalytics #Innovation #DigitalTransformation #NVIDIA

Nvidia Hits $3 Trillion, Becomes The Second Most Valuable Company, Pushes Apple Behind Riding On AI Boom! It's been 2-3 days since this news came off and here are insights I want to share about it: 1. Nvidia reached a $3 trillion market cap in just 66 trading days after hitting $2 trillion, far outpacing Apple and Microsoft, which took 719 and 650 trading days. This is crazy! 2. Nvidia holds an estimated 80% market share in AI chips for data centers. 3. While Nvidia, Microsoft, and OpenAI face regulatory scrutiny over potential anti-competitive practices, their business models are distinct as they all work with different business models. Most concerning is the dominance and the monopoly Nvidia, Microsoft and OpenAI will have in the future over AI. What do you think about this? #AI #Nvidia #Apple #OpenAI

https://lnkd.in/ewBD3iqn? This kind of deal is what one would expect from any kind of land-rush business where many companies are chasing the same high-value prize: some of them may or may not succeed, but if they fail, they will probably sell to a strategic acquirer that can save a few quarters of research time, hiring time, and waiting for Nvidia to deliver GPUs. Perhaps the most interesting question is the Nvidia one: one implicit subsidy for AI companies is that Nvidia would like its GPUs to be widely-distributed in order to commoditize its own complement, so mergers like this very much work against Nvidia's interests. It will be interesting to see if they have, or will have, a right-of-first-refusal limiting companies' ability to buy GPUs at attractive prices from them and then flip them to a hyperscaler. That's not something Microsoft would want to do without Nvidia's approval, of course; there's no sense in getting, say, 5% more of the current generation of GPUs in exchange for getting 100% less of the next. But if AI companies feel that they're close to a fundamental breakthrough, they may switch from an iterated game to one shot: it doesn't matter how annoyed Nvidia is if GPT-N can build a better CUDA and design a faster Blackwell.

NVIDIA was the most valuable company in the world – ahead of Microsoft and Apple.  It's a landmark moment that shows we're entering a new era of technological development. Just as Microsoft led the way back in the 1990s when the internet changed the world, Nvidia is doing the same now AI is having the same monumental impact in 2024. It's not a fad. Yes, there are downsides to AI. But there were plenty of those (and still are!) when the internet revolutionised the way we do things three decades ago. AI has the potential to solve many of the world's problems, but it needs compute power to do it. And that's where Cudo comes in... #aiforbusiness #aiforgood #airevolution #nvidia #cudo

Nvidia’s rise exemplifies the symbiotic relationship between AI innovation and stock market success. As the company continues to deliver groundbreaking technologies, investors and tech enthusiasts alike eagerly await its next move. Whether it ultimately surpasses Apple and Microsoft remains to be seen, but one thing is certain: Nvidia’s journey is nothing short of extraordinary. #NVIDIA #AI #Innovation #StockMarket #Technology 🚀✨

Nvidia/AI: demand surge will power more blowout results | Financial Times: The US chipmaker is experiencing a promising future as it increases production to meet the demands of an expanding customer base. - Artificial Intelligence topics! #ai #artificialintelligence #intelligenzaartificiale

Exciting News in the #AI World! 🤖 NVIDIA briefly crossed the $3 trillion market cap milestone, becoming the second-most-valuable company on the US stock market, surpassing Apple. The company is the leading supplier of AI chips and integrated software in the tech industry, relied upon by giants like #Amazon, #Google, #Meta, #Microsoft, and #Tesla. It is indeed thrilling to witness the explosive growth in the AI industry, driven by innovators like NVIDIA, #AMD, and #Intel. This milestone underscores the immense potential and accelerating pace of AI development, and we are proud to be at the forefront of this technological revolution. Read the full story here: https://lnkd.in/eqJGR_89 #ArtificialIntelligence #AIRevolution #TechMilestone #Nvidia #AIGrowth #BitsolTechnologies