In the first three weeks of May, OpenAI’s ChatGPT averaged 77 million daily visits, putting it on track to reach 2.3 billion visits last month
A new monthly record after setting its previous record of 1.8 billion visits a year ago. Source: Beth Kindig $MSFT $NVDA $GOOG $AMZN
Here’s how many times the word “AI” has been said on the earnings calls of some of the biggest companies in the world
Source: Evan, Uptrends
US sets stage for antitrust probes into Microsoft, OpenAI and Nvidia
Source: Reuters
Nailed it
Source: Michel A.Arouet
Nvidia $NVDA announced the next generation of its artificial intelligence processors on Sunday in a surprise move less than three months after its most recent launch.
At the Computex conference in Taipei, the chipmaker’s chief executive Jensen Huang unveiled “Rubin”, the successor to its “Blackwell” chips for data centres, which are currently in production after being announced in March. The unexpected move to reveal its next wave of products before Blackwell has even started shipping to customers shows how the world’s most valuable chipmaker is racing to entrench its dominance of AI processors, which has propelled it into the ranks of the world’s most valuable companies. “A new computing age is starting,” Huang said, as Nvidia also unveiled new AI chip deals with PC makers. Source: FT https://lnkd.in/edmWpGEZ
The cost of training the ChatGPT-5 model could range from $1.7 to $2.5 billion, according to HSBC.
This is 17.5 times more expensive than ChatGPT-4 and nearly 400 times more expensive than ChatGPT-3. Only a few can afford such a race in expenses, so the leadership in AI technologies will remain with the current market technology leaders. Source: Vlad Bastion Research, HSBC
If you're not dropping the word AI in your earnings calls, you must not be playing the game right...
Source: BofA, The Transcript
The AI data center value chain
by Evan, SPEAR
