AI: Weekly Summary
…week ending March 15, 2024
Welcome to the Saturday weekly AI summary here on ‘AI: Reset to Zero’.
Meta ramps up on Nvidia H100 GPUs and AI data centers: Meta lays out its Generative AI GPU Infrastructure plans for open-source driven Llama 3 and beyond. Plans call for over 350,000 Nvidia H100 GPUs and up to 600,000 H100 equivalent Compute, making Meta one of the biggest Nvidia AI GPU customers along with Microsoft, Google and others. My deeper take here.
Enterprise AI adoption facing some headwinds: Increasing reports of businesses large and small showing slower than expected AI adoption ramps, with Google, Amazon and others tamping expectations on Enterprise adoption. More context and reading links here.
Apple leans in on ‘Small AI’: Apple acquires a ‘Small AI’ Canadian startup, DarwinAI, to bolster its AI division in 2024. DarwinAI’s focus was on making AI systems smaller and faster. Broader context on Apple’s AI strategy here.
Google and Apple Developer Conferences 2024: Google I/O 2024 scheduled May 14, and Apple WWDC in June both timed for developer oriented AI projects and goals. Apple’s Tim Cook has signaled Apple breaking ‘new ground’ in generative AI. The battle for Developer mindshare amongst Big Tech including Microsoft, Amazon et al, to ramp up ahead of these and other Developer conferences. Markets also keenly focused on the outcome.
TikTok/Bytedance US political tussles continue as House passes ban: TikTok political and financial debates continue in the US and China. The Chinese government has an initial response. Now the debate moves to the US Senate, and the White House. Implications for investors in the balance. My broader take on the US-China political dynamics here.
Other AI Readings for weekend:
Reddit IPO set to launch with S-1 Filing details, as well as a Stratechery analysis.
My take to ‘Wait for it’ on the AI Tech Wave to date vs the original Internet Wave on mainstream adoption at scale.
Thanks for joining this Saturday with your beverage of choice.
Up next, the Sunday ‘The Bigger Picture’ tomorrow. Stay tuned.
(NOTE: The discussions here are for information purposes only, and not meant as investment advice at any time. Thanks for joining us here)