Syz the moment

Source: @chiefAIoffice, Pitchbook

Cryptocurrency’s update will slash new supply in late April. Competition for favourable electric rates is growing from AI firms. Some traders are thus betting that mining stocks will fall. Total short interest, dollar value of shares borrowed & sold by bearish traders, stood at ~$2bn. Source: HolgerZ, Bloomberg

Source: FT

Now up +161% YTD. Source: Trend Spider

The proposed revamp to its cash cow search engine would mark the first time the company has put any of its core product behind a paywall, and shows it is still grappling with a technology that threatens its advertising business, almost a year and a half after the debut of ChatGPT. Google is looking at options including adding certain hashtag#AI-powered search features to its premium subscription services, which already offer access to its new Gemini AI assistant in Gmail and Docs, according to three people with knowledge of its plans. Engineers are developing the technology needed to deploy the service but executives have not yet made a final decision on whether or when to launch it, one of the people said. Google’s traditional search engine would remain free of charge, while ads would continue to appear alongside search results even for subscribers. But charging would represent the first time that Google — which for many years offered free consumer services funded entirely by advertising — has made people pay for enhancements to its core search product. Source: FT

Source: Evan

Driven by the rising adoption of artificial intelligence across various industries, coupled with the growing demand for high-bandwidth memory, rapid computation, and parallel processing capabilities. Source: Beth Kindig

Market share of leading vendors