BigTech and AI | Michael Spencer | Substack

Apple's AI-Focused M4 Chips Coming in Early 2025

What we know about the M4 chip.

Apr 13 •

Michael Spencer

What is Nvidia's NIM?

The age of Enterprise AI in the second half of 2024 is arriving fast.

Apr 5 •

Michael Spencer

Will Perplexity AI's Integration of Ads Kill Demand or Allow it to Grow?

Revenue generation comes into focus in Generative AI at the intersection of BigTech investments.

Apr 3 •

Michael Spencer

Most Popular

Nvidia's AI Chip Dominance is Breaking Markets

Feb 26 • Michael Spencer

Google Bard is No More

Feb 5 • Michael Spencer

Nvidia's Custom Chip Play is a new Moat for AI Chip Leadership

Feb 14 • Michael Spencer

Breaking: Will Google Gemini be Licensed to 🍎 iPhones?

Mar 18 • Michael Spencer

Google Gemini and the Constant Rebrand of AI

Feb 9 • Michael Spencer

Will Perplexity AI's Integration of Ads Kill Demand or Allow it to Grow?

Apr 3 • Michael Spencer

Google's AI Search Going Live

Google is testing generative AI in its main search results — here's what we know

Mar 27 •

Michael Spencer

Nvidia and Microsoft Partnership at GTC

Watching Nvidia partnerships has renewed importance in 2024. Anthropic seeks more funding.

Mar 23 •

Michael Spencer

Why Microsoft's Special Unit Takeover of Inflection AI's Talent is Bad News for OpenAI

Also, GPT-5 is Coming.

Mar 21 •

Michael Spencer

Breaking: Will Google Gemini be Licensed to 🍎 iPhones?

Will Gemini or GPT-5 win the iPhone deal?

Mar 18 •

Michael Spencer

Salesforce Launches Einstein Copilot

There are more copilots than just Microsoft. Big Retail and Big Pharma grapple with Generative AI Ops and Risks.

Mar 14 •

Michael Spencer

Nvidia's AI Chip Dominance is Breaking Markets

AI chips are front and center for global economic growth.

Feb 26 •

Michael Spencer

Nvidia's Custom Chip Play is a new Moat for AI Chip Leadership

Let's try to think about this for a moment.

Feb 14 •

Michael Spencer

BigTech and AI

BigTech and AI

BigTech and AI covers how major technology firms are integrating AI and releasing AI products or augmenting their ecosystems with AI. It is primarily concerned with companies like Microsoft, Google, Meta, Amazon, Apple, Tesla, Nvidia and so forth.

BigTech and AI

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts