AI spending, what we’re seeing so far, it’s just a tip of the iceberg. Applications layer is the real key to justify the investment. https://t.co/IXIz9b6rRM
AI technology is real.
AI infrastructure is needed. It’s real. But how much do we need and how fast?
AI investment and financing, require very close attention and caution.
NVidia transformed themselves from a GPU company into a financial giant, directly organizing and distributing capital to expand and dominate their own ecosystems. Is this a sign of AI bubble?
NVIDIA, the supplier, is taking on the credit risk of customers purchasing their chips, as well as the risk of those assets losing value, and then transferring that risk to private credit funds.
Announcing Discovery Loop!
I am very excited to announce that, along with my longtime friends and collaborators @Sanjay_Ghemawat, @OriolVinyalsML and @quocleix, we are founding Discovery Loop (@DiscoLoopAI), a Public Benefit Corporation whose mission is to automate machine learning, science, and engineering to accelerate discoveries and progress. The four of us have worked together for 14 to 30 years, and have helped build some of the world’s most used products, infrastructure and AI models, and we’re excited to turn our attention to this ambitious endeavor.
♾
Learn more at: https://t.co/Rv3LMdLluK