Sara:Hey Scott, glad we can catch up after that investment team session. There’s a lot to unpack about DeepSeek’s super low training costs, MoE architecture, and the possible impact on AI hardware demand. Scott:Absolutely, Sara. Ever since DeepSeek went public...
Let’s explore the history of video compression technologies and compares it with the progression of AI compute migration from FP32 to FP8. The focus is on the infrastructure implications, including the impact on memory and processors, and the debates...
Mat: Hey Sara, as an investment professional, I’ve been closely following developments in Generative AI. Last year, there were quite a few articles discussing the challenges around the scarcity of high-quality learning datasets. From an investment...
John: “Good morning, Sara. I’ve been delving into the latest trends in database technologies and wanted to get your expert insights. Our institutional clients are keen to understand how these developments might impact their strategies,...
Generative AI investment challenges are at the forefront of discussions, as the excitement surrounding this transformative technology continues to surge. From crafting human-like narratives to generating realistic images and composing music, these models are...
Shawn: You know, I’ve been thinking about the arguments made by that experienced Wall Street tech equity research professional regarding AI infrastructure investments. He’s very skeptical about the $1 trillion in capex expected in the coming years, especially the idea...
