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Understanding Nvidia Earnings and its long-game
GPU demand is through the roof of the world, and a company with a valuation of 3.5 Billion has suddenly appeared.
Nov 25
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Michael Spencer
2
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Understanding Nvidia Earnings and its long-game
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October 2024
What is The Great Datacenter Boom?
The semiconductor industry is going to get really important.
Oct 13
•
Michael Spencer
2
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What is The Great Datacenter Boom?
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July 2024
Sam Altman and the Future of AI Chips
🌧️ It's raining AI.
Jul 2
•
Michael Spencer
4
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Sam Altman and the Future of AI Chips
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April 2024
What is Semiconductor Reports?
Balancing emerging tech with ideas about the future.
Apr 30
•
Michael Spencer
9
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What is Semiconductor Reports?
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Holistic gets huge $200 million for Paris AI Startup
Yet another former GDM startup in Paris gets huge funding.
Apr 30
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Michael Spencer
3
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Holistic gets huge $200 million for Paris AI Startup
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Collaborative Robotics
And the Brief Future of Robots
Apr 25
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Michael Spencer
2
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Collaborative Robotics
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Sam Altman and others are investing $20 million in a startup tackling AI's energy problem
Is Nuclear Fusion or Modular Energy going to cover the future of AI Datacenter demands?
Apr 23
•
Michael Spencer
6
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Sam Altman and others are investing $20 million in a startup tackling AI's energy problem
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Microsoft Invests $1.5 billion in Abu Dhabi’s G42 to accelerate AI development and global expansion
A concerning investment to say the least.
Apr 16
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Michael Spencer
3
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Microsoft Invests $1.5 billion in Abu Dhabi’s G42 to accelerate AI development and global expansion
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March 2024
What is Hume's Empathetic Voice Interface?
Empathic AI to serve human well-being
Mar 29
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Michael Spencer
5
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What is Hume's Empathetic Voice Interface?
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Hippocratic AI
Series A funding is a good sign for Hippocratic AI - A safety focused large language model (LLM) for the healthcare industry.
Mar 21
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Michael Spencer
10
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Hippocratic AI
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What is Physical Intelligence, the new Robot Brain Startup?
Yet another Pi is on the scene. This time it's Pi (π)
Mar 14
•
Michael Spencer
4
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What is Physical Intelligence, the new Robot Brain Startup?
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Has the UK Finally Found an A.I. Startup with a Future?
DeepMind alums unveil Haiper
Mar 7
•
Michael Spencer
4
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Has the UK Finally Found an A.I. Startup with a Future?
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