Who would’ve thought a 2-century-old Japanese porcelain maker would benefit from AI?
Source: FT
Cocoa beans are the new AI. 🍫
Now up +161% YTD. Source: Trend Spider
Google is considering charging for new “premium” features powered by generative artificial intelligence, in what would be the biggest ever shake-up of its search business.
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
The AI data center value chain
Source: Evan
The AI chip market size is forecasted to grow at a CAGR of 29% through 2032
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
Generative AI:
Market share of leading vendors
Current state of the stock market:
Wingstop, $WING, a chicken wing company, is now up 84% over the last year and worth $10 billion. It's trading at 144x earnings and tripling the S&P 500's return... Who needs AI when you have chicken wings? Source: The Kobeissi Letter
Nvidia on Monday announced a new generation of artificial intelligence chips and software for running AI models.
The new AI graphics processors are named Blackwell and are expected to ship later this year. $NVDA CEO: "Over the course of the last eight years, we've increased computation by one thousand times. In the good old days of Moore's Law, it was two times, then five times every five years. Now, it's ten times every five years, a hundred times every ten years. In the middle, the heydays of the PC revolution, it was a hundred times every ten years. And in the last eight years, we've gone one thousand times. We have two more years to go" Source: The Transcript
