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60. AI Shockwaves, AI PC’s go Win Arm, Building Open
60. AI Shockwaves, AI PC’s go Win Arm, Building Open Source Moats
#Shockwaves #PCs #Win #Arm #Building #Open
“SiliconANGLE theCUBE”
In episode 60 of theCUBE Pod, theCUBE Research analysts John Furrier and Dave Vellante discuss the significant impact of AI advancements, particularly generative AI, on the industry, referring to it as creating “AI shockwaves” that drive infrastructure changes and value creation.
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How soon will AI replace the influencers and talking heads? Sooner than it replaces the people who need thumbs to do their job.
Exciting times in IT
Go CSPR!!!
*New era in computing to accommodate large language models & AI breakthroughs
*Full platform solution
*End-to-end AI data center (AI Factory)
*Software – i.e. CUDA, NIMS
*NVLink & NVSwitch
*Ecosystem
*Jensen’s Law – Bigger chips = lower cost and more revenue
The AI Systems Revolution is here a "disruptive enablement" supercycle of wealth and value creation. Supercycles in tech happen every 20 years or so. The result is a cambrian explosion of developers buildings apps.
Here. are the key points in this new AI supercyle.
Platform Shift and Tokens: AI introduces a new era akin to the industrial revolution, with "tokens" emerging as a fundamental component, much like electricity in the past.
Computational Transformation: Transition from a retrieval-based to a generation-based computing model, enabling dynamic, real-time content creation tailored to user contexts.
Human-Supercomputer Interaction: Direct interactions with AI-driven supercomputers are becoming commonplace, revolutionizing user experiences and backend processes.
Content Generation and AI Learning: AI's ability to generate and understand diverse data forms is enhancing creativity and functionality across various sectors.
Physical Laws and AI Simulation: Advanced simulation platforms ensure AI-generated content and decisions are grounded in physical reality, increasing safety and reliability.
Future Predictions: Ongoing advancements in robotics and AI integration in enterprise settings are setting the stage for a decade of significant technological evolution.
High profit margins for Nvidia I find a weak sign. I believe that Chinese GPUs will soon outcompete Nvidia with 10x price-performance.
Keep in mind LULU is a fashion company. Fashion company seems to have a very short lifespan. It is a musical chair. You don't know when a company’s fashion goes out of fashion. Unless you happen to sell uber expensive products, like Louis Vuitton.
Sung
Love it! People don’t know math. Add statistics to that statement, David. 😂