Feb 6, 2025
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...
Feb 5, 2025
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...
Jan 10, 2025
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...
Nov 22, 2024
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,...
Nov 1, 2024
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...
Sep 12, 2024
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...
