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Apple's AI-Focused M4 Chips Coming in Early 2025
What we know about the M4 chip.
Apr 13
•
Michael Spencer
2
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Apple's AI-Focused M4 Chips Coming in Early 2025
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What is Nvidia's NIM?
The age of Enterprise AI in the second half of 2024 is arriving fast.
Apr 5
•
Michael Spencer
8
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What is Nvidia's NIM?
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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
10
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Will Perplexity AI's Integration of Ads Kill Demand or Allow it to Grow?
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March 2024
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
1
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Google's AI Search Going Live
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Nvidia and Microsoft Partnership at GTC
Watching Nvidia partnerships has renewed importance in 2024. Anthropic seeks more funding.
Mar 23
•
Michael Spencer
5
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Nvidia and Microsoft Partnership at GTC
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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
6
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Why Microsoft's Special Unit Takeover of Inflection AI's Talent is Bad News for OpenAI
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Breaking: Will Google Gemini be Licensed to 🍎 iPhones?
Will Gemini or GPT-5 win the iPhone deal?
Mar 18
•
Michael Spencer
4
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Breaking: Will Google Gemini be Licensed to 🍎 iPhones?
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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
2
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Salesforce Launches Einstein Copilot
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February 2024
Microsoft is Investing in Europe while its under EU Regulatory Scrutiny for $13 Billion OpenAI Investment
Microsoft just turned Mistral to OpenAI's American business model.
Feb 28
•
Michael Spencer
1
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Microsoft is Investing in Europe while its under EU Regulatory Scrutiny for $13 Billion OpenAI Investment
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Nvidia's AI Chip Dominance is Breaking Markets
AI chips are front and center for global economic growth.
Feb 26
•
Michael Spencer
7
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Nvidia's AI Chip Dominance is Breaking Markets
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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
4
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Nvidia's Custom Chip Play is a new Moat for AI Chip Leadership
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Google Gemini and the Constant Rebrand of AI
Google rebrands Bard AI to Gemini and launches a new app and subscription
Feb 9
•
Michael Spencer
4
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Google Gemini and the Constant Rebrand of AI
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