Docs: Groq revised its 2025 revenue projections to $500M+ within the past month, citing delays in data center capacity, after projecting $2B+ earlier this year
Groq, a richly funded chip startup trying to take on Nvidia, told investors early this year it was on track to have more than $2 billion in revenue for 2025. X: @jordannanos and @barneyflames X: Jorda...
Industry insiders say DeepSeek's focus on research makes it a dangerous competitor as it's willing to share breakthroughs rather than protect them for profits
China is pulling the same trick. — www.ft.com/content/747a... Mastodon: Brian Kung / @briankung@hachyderm.io : “There's a pretty delicious, or maybe disconcerting irony to this, given OpenAI's found...
Jensen Huang says Nvidia's new Blackwell chips will have “lots and lots of supply”, and the company expects them to generate billions of dollars in Q4 revenue
Jensen Huang Confirms Mask Change Completion And ‘Incredible’ Customer Anticipation Fox Business : Nvidia's cycle of Blackwell chips will be ‘absolutely enormous’: Angelo Zino Emma Cosgrove / Business...
An in-depth look at GPU supply and demand, particularly Nvidia H100s, how a reliance on TSMC causes bottlenecks, H100 clients, Nvidia's allocations, and more
Introduction — As of August 2023, it seems AI might be bottlenecked by the supply of GPUs. … Is There Really A Bottleneck? Twitter: @nixcraft , @thestalwart , @mhdempsey , @wholemarsblog , and @lpol...