Intel is pushing for a world with a modular AI stack that runs at the edge, for obvious reasons. Then, both Meta and Google have new chips of their own.
An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy
An interview with Google Cloud CEO Thomas Kurian about Google’s AI strategy, and why this is an opportunity for the company to leap ahead in the cloud.
Gemini 1.5 and Google’s Nature
Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.
Google Earnings, Microsoft Earnings
Google’s earnings were inscrutable, which doesn’t inspire confidence; then Microsoft’s earnings looked incredible, but it’s important to trace where the AI growth is coming from.
Google’s True Moonshot
Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.
An Interview with Nat Friedman and Daniel Gross About the Human Component of AI
An interview with Nat Friedman and Daniel Gross about the human component of AI, OpenAI drama, Nvidia, Goole, Apple, and predictions for 2024.
Google Earnings, Microsoft Earnings, AI Leverage
Google’s ad business looks good, but the cloud is slowing; Microsoft’s results suggest that is because the latter is winning in AI.
Google Cloud Next, The GCP-Nvidia Partnership, Kurian Explains the Deal
Google’s Cloud Next event was highlighted by a Google-Nvidia partnership that appeared to Nvidia’s chip dominance in training; GCP gains, but Nvidia’s DGX Cloud is the biggest winner.
UK Blocks Microsoft Activision Acquisition, Microsoft and Google Earnings
The UK blocks Microsoft’s Activision acquisition using a market definition that makes no sense; then, Google and Microsoft’s earnings both talked about AI, but the discussion was more favorable to Microsoft
Replit and Google, The Google Perspective, Twitter’s Bad Idea
The Replit-Google deal is an obvious one for Replit, but it’s much more important than Google — who didn’t go far enough. Then, Musk’s latest Twitter idea makes no sense.