Yes, Nvidia's data center business will continue to thrive when the company reports results in late November as Generative AI and the large language models (LLM) that underpin Gen AI require a multi-quarter build for companies like ChatGPT/ Azure/ MSFT and Google. That's not to say that ChatGPT, Google and the various LLM startups that … Continue reading Nvidia and Generative AI
Generally speaking, the more parameters that a Large Language Model (LLM) has, the faster it learns. There are exceptions. For example, Google's original PaLM LLM had fewer parameters than PaLM 2, however PaLM 2 learns more efficiently than its predecessor. LLMs are of great importance given that they underpin Gen AI applications and services. The … Continue reading The Ever More Powerful Large Language Model
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Should OpenAI file for an IPO this year or next, the questions to ask are: 1.) What percentage of OpenAI's revenue is recurring? 2.) What are customer renewal rates? My push back on OpenAI's rumored $1 billion revenue run rate is that much of that revenue is tied to companies that are experimenting with Gen … Continue reading What Percentage of OpenAI’s Revenue Is Recurring?
Old habits are difficult to break, especially when it comes to technology usage patterns. Microsoft's control of OpenAI / ChatGPT has yet to pay dividends on the Search front. Recall that Microsoft incorporated ChatGPT into Bing search several months ago. Google - the Search and AI King - has yet to lose share to Bing. … Continue reading Google Search Has Yet To Lose Share To Bing
Will MSFT Copilot succeed where the company's first AI-powered assistant - Cortana - failed? Microsoft recently released a Cortana update which winds down the app in Windows 11. If you recall, Cortana failed to compete with Google Assistant and Amazon Alexa. Copilot will be released across Windows 11 and will integrate with Bing Chat and … Continue reading Will Microsoft Copilot Succeed Where Cortana Failed?
I believe that Inflection AI is yet to generate revenue. However, in this AI-bubble world, a $4 billion post-deal valuation on a $1.3 billion capital raise ($1.5 billion in total capital raised-to-date), sounds less crazy than the "AI"-related valuations I see in the public markets. If you have heard Bill Gates talking up "AI agents" … Continue reading Inflection AI. Reasonable as AI Valuations Go?
The mistake that NVDA investors are making beyond the AI bubble euphoria is that they believe NVDA Revenues (expected to be approximately $11 billion in Q2) will be up and to the right in perpetuity driven by demand for Generative AI capability. Generative AI will not be the gift that keeps on giving. Below we … Continue reading Nvidia and Generative AI Hype
We have over 100 AI-related articles. Here are our top AI-focused articles. They cover all elements of AI including many companies that play in different corners of AI. Reach out to us with any questions at firstname.lastname@example.org AI Is Nothing New, Yet We Are Only Scratching The Surface Build Your Own NLP Front-End AI-Powered Convenience … Continue reading All Things AI
Last month I wrote that in order for ChatGPT and Google Bard to reach their full potential, the respective underlying LLMs would need to be trained with industry-specific data from companies such as Bloomberg, IHS/S&P Global, Cerner/Oracle, etc. Those companies ought to be compensated for granting access to ChatGPT and Google Bard (Google has since … Continue reading Build Your Own NLP Front-End