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March 17, 2024

Monday's Musings: Will AI Force Centralized Scarcity Or Create Freedom With Decentralized Abundance?

Age of AI Ushers Exponential And Transformational Power In The Hands Of A Few

Society has often swung from centralization to decentralization and back in the distribution of power and rights.  Living in a culture of abundance versus a culture of scarcity can alter the prioritization of decisions, the quality of interactions, and the overall optimism or pessimism of a society.  AI has the power to transform societies for both good and evil.

Constellation Insights
March 18, 2024

Nvidia Huang lays out big picture: Blackwell GPU platform, NVLink Switch Chip, software, genAI, simulation, ecosystem

Nvidia CEO Jensen Huang said "accelerated computing has reached the tipping point" across multiple industries as the company launched new GPUs including a new platform called Blackwell, NVLink Switch Chip, applications and a developer stack that blends virtual simulations, generative AI, robotics and multiple computing fronts.

Blog
March 18, 2024

New Analysis: Nvidia GTC 2024 Is The Davos of AI

New Chips, New Business Models Ahead In Accelerated Computing

Nvidia stock is up 267% YoY.  With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose.  The key things to look for in the keynote:

Constellation Insights
March 11, 2024

Oracle's Q3 IaaS revenue up 49%

"We expect to continue receiving large contracts reserving cloud infrastructure capacity because the demand for our Gen2 AI infrastructure substantially exceeds supply—despite the fact we are opening new and expanding existing cloud datacenters," said Oracle CEO Safra Catz.