Google fails to dent Nvidia. Google’s claims of superior performance for its AI chips is somewhat misleading as it looks like the performance difference is to do with inter-chip data...
2 good use cases for LLMs Bloomberg’s implementation of a chatbot using its own data and my own assessment of Bard, ChatGPT, Bing and so on leads to my conclusion...
Turns out this stuff is expensive. Microsoft is moving to add advertising to its Bing GPT-4-powered chat service in a clear indication that large language models (LLMs) are very expensive...
Judged guilty before proceedings started. TikTok has been eviscerated by both sides of the house in what was a pretty unfair hearing that looks likely to end in an outright...
Jensen executes perfect timing. With perfect timing, Nvidia has launched some new products and services that would have barely caused a ripple a year ago but in this environment, Nvidia...
Nvidia: early signals of pick-up. The current AI craze is already bearing fruit for lead supplier Nvidia as it appears to have turned the taps back on at TSMC as...
Generative AI could hurt Office 365 margins. Everyone is much too busy adding generative AI to their products in order to be part of the new AI crowd and so...
Many more monkeys. Still no Shakespeare. Open AI has launched GPT-4 upon the world but while it records steady improvements in performance it refuses to disclose how many parameters or...
Humans retake the game of Go. While everyone is getting excited about how generative AI is going to make humans obsolete, real humans are proving just how flawed these systems...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Alibaba – ChatCCP
CCP hurts the bug, not the feature. AI proponents will look at the immediate clampdown on large language model (LLM) chatbots by the CCP with dismay, but I think that...