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OpenAI and Generative AI are at a Crossroads
We are at a "large language model bridge of hype" LLMboH - 🌉
Aug 5
•
Michael Spencer
58
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OpenAI and Generative AI are at a Crossroads
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Nvidia is only one reason for the AI euphoria. FOMO is the other.
Nvidia’s path to AI domination has been years in the making. But with the AI investment cycle picking up, do we risk overbuilding?
Jun 10
•
Michael Spencer
and
Amrita Roy
44
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Nvidia is only one reason for the AI euphoria. FOMO is the other.
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What's all the noise in the AI basement?
🔥 Will Nvidia be overtaken by the new AI players?
Jun 4
•
Michael Spencer
and
Claus Aasholm
57
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What's all the noise in the AI basement?
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Nvidia's "Woodstock of AI" Conference GTC 24
What you need to know.
Mar 19
•
Michael Spencer
34
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Nvidia's "Woodstock of AI" Conference GTC 24
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The Biggest Week in AI Announcements in 2024, no Ever!
Nvidia's Earnings 💲 signal a new era of accelerationism in AI
Feb 22
•
Michael Spencer
29
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The Biggest Week in AI Announcements in 2024, no Ever!
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Nvidia's Market Cap Overtakes Google & Amazon in Early 2024
The way we see Datacenters in the GPU/AI chip era has changed fundamentally.
Feb 16
•
Michael Spencer
23
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Nvidia's Market Cap Overtakes Google & Amazon in Early 2024
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How BigTech Invested in AI Companies in 2023
🦄 BIG TECH INVESTMENTS IN AI COMPANIES: A 2023 OVERVIEW 💸 Nvidia in 🔎 Focus
Jan 11
•
Michael Spencer
and
Alex Irina Sandu
54
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How BigTech Invested in AI Companies in 2023
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Nvidia Earnings: The Era of A.I. Chips And Generative A.I. Demand
🚀 Musings on Nvidia's Earnings Beat
Nov 22, 2023
•
Michael Spencer
22
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Nvidia Earnings: The Era of A.I. Chips And Generative A.I. Demand
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Nvidia's H200, high-end A.I. Chip Increases its Dominance
One chip to rule the world, "Grace Hopper Superchip" - H200
Nov 15, 2023
•
Michael Spencer
20
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Nvidia's H200, high-end A.I. Chip Increases its Dominance
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Nvidia Has Doubled Inference Performance with H100 for A.I.
Nvidia's partnership ecosystem is a moat of another kind. Grace Hopper Superchip advantage in-coming.
Sep 13, 2023
•
Michael Spencer
20
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Nvidia Has Doubled Inference Performance with H100 for A.I.
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Why Nvidia and not OpenAI is Generative AI's Symbolic Company
Nvidia, Gemini, China and the A.I. Arms race for 🔥 AGI heats up.
Aug 30, 2023
•
Michael Spencer
18
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Why Nvidia and not OpenAI is Generative AI's Symbolic Company
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Nvidia's New A.I. Chip Times the Generative AI Gold Rush
💻 The GH200 changes the trajectory of Generative A.I. adoption in the mid 2020s.
Aug 10, 2023
•
Michael Spencer
25
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Nvidia's New A.I. Chip Times the Generative AI Gold Rush
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