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Monday, August 21, 2023

AI Creating Shortage Of High-Powered Chips -- NVDA Surged Today In Advance Of Earnings -- August 21, 2023

Locator: 45441TECH.

Pet peeve: saying the "AI story" is hyped -- just like the dot.com bubble in 2000.

Question: how many F-150s will Ford sell if they don't have the chips.

Nvidia: has sold out all of its "top-of-the-line" chips through 2024.

Elon Musk: bought all the Nvidia blades he could get his hands on to start his new AI company.

So, today, from Yahoo!Finance:

Much of the talk about the semiconductor shortages that plagued the globe during the pandemic may have subsided, but now a new chip shortage has emerged.

As more companies scramble to develop advanced generative artificial intelligence models or integrate them into their systems amid the popularity of new tools like OpenAI's ChatGPT, demand for the high-powered graphics processing units (GPUs) needed to deploy them is surging.

The souped-up computer chips are critical for running the countless calculations involved in training and deploying AI algorithms, but very few companies make them.

Today, I had the good fortune to have a two-hour lunch with a cyber-security expert who just got back from ten days in Las Vegas, attending DefCon. He said "generative IA" cannot be underestimated. No matter what other words are used to describe AI, it's all about generative AI.

Interestingly enough, I heard the same thing -- generative AI -- from another software engineer last week.

Two big phrases that keep popping up:

  • spatial computing: Tim Cook
  • generative AI:

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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.  

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.

Zero Hedge: link here

Zoom beating expectations: not on my bingo card today.

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