OpenAI – Binary decision
Another $40bn found down the back of the sofa. Another $40bn to spend on compute will ensure that OpenAI does not have to become efficient...
China vs. USA – Foundation Collapse
China will only accelerate what is already in progress. It appears that it is now Chinese government policy to flood the open-source community with AI...
Artificial Intelligence – The Dynamo Effect
Dynamo is CUDA for inference. Meta’s failure to acquire FuriosaAI is a sign that the focus of AI is moving towards inference where rival chip...
China AI – The Efficiency Game
China plucks the low-hanging fruit Efficiency is spreading like wildfire through the Chinese AI industry indicating that the edge that the US has enjoyed is...
GTC Day 3 – Quantum Apology Tour
Jensen was the coroner, not the murderer. After single-handedly crashing the valuations of the publicly listed quantum computing companies at CES 2025, Jensen Huang graciously...
Nvidia & Samsung – GTC Day 2
Samsung’s fate is bound up with Nvidia GTC Update: Nvidia Dynamo – the most critical launch of 2025. GTC 2025 is in full swing and...
Nvidia GTC 2025 – Spread Betting
Nvidia is spreading its bets wide and early. Another confident keynote from Jensen Huang where technical slip-ups were part of the show and where...
Baidu AI – Keeping Up Appearances
Baidu joins the efficiency game. Keen to catch up in the China AI game, Baidu has launched two newer and cheaper models, but it is...
Intel – Anywhere to Go?
Mr Tan’s options already seem very limited. The recruitment of Lip-Bu Tan as the new CEO of Intel should come with an expectation of a...
Autonomous Autos – Hard Economics