Tag

Ai Dominance

All articles tagged with #ai dominance

Micron's High-Bandwidth Memory Chip Sales Surge, Impacting Nvidia's AI Dominance
technology1 year ago

Micron's High-Bandwidth Memory Chip Sales Surge, Impacting Nvidia's AI Dominance

Micron Technology has bounced back from the semiconductor industry downturn and is experiencing rapid growth, with its high-bandwidth memory chips fully booked and sold out through 2025. This has significant implications for Nvidia's AI dominance, as the demand for high-end memory chips, particularly for AI and accelerated computing, is expected to continue. Nvidia's stock has been on a historic run, and the strong demand for Micron's memory chips indicates sustained growth potential for Nvidia.

Google Admits Open Source AI Could Outcompete Their Own.
artificial-intelligence2 years ago

Google Admits Open Source AI Could Outcompete Their Own.

A leaked Google memo admits that the company is losing the AI arms race to open source and suggests that Google cannot compete against open source. The memo acknowledges that open-source models are faster, more customizable, more private, and more capable than Google's models. The memo also notes that Google's size is no longer an advantage and that the process for creating and improving open source models is fast, inexpensive, and lends itself perfectly to a global collaborative approach. The author concludes that the only approach open to Google is to own the platform in the same way they dominate the open source Chrome and Android platforms.