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Tag: market position

  • The Register: Intel cranks up accelerators in Xeon 6 blitz to outgun AMD

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/02/24/intel_xeon_6/ Source: The Register Title: Intel cranks up accelerators in Xeon 6 blitz to outgun AMD Feedly Summary: But you’re probably not cool enough for Chipzilla’s 288-core monster Facing stiff competition from its long-time rival AMD and the ever-present specter of custom Arm silicon in the cloud, Intel on Monday emitted another wave…

  • Enterprise AI Trends: Microsoft sees OpenAI as an existential threat

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    Kurt Seifried
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    Source URL: https://nextword.substack.com/p/microsoft-sees-openai-as-an-existential Source: Enterprise AI Trends Title: Microsoft sees OpenAI as an existential threat Feedly Summary: Satya Nadella’s recent interview reveals that tensions are high betwen MSFT and OpenAI AI Summary and Description: Yes Summary: The text discusses the evolving competitive dynamics between Microsoft and OpenAI, highlighting concerns regarding Microsoft’s reliance on OpenAI for…

  • Slashdot: HP To Acquire Parts of Humane, Shut Down the AI Pin

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/02/18/2245242/hp-to-acquire-parts-of-humane-shut-down-the-ai-pin?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: HP To Acquire Parts of Humane, Shut Down the AI Pin Feedly Summary: AI Summary and Description: Yes Summary: HP’s acquisition of assets from Humane, including its software and AI integration team, highlights a significant move towards embedding artificial intelligence into its product lines. This is relevant for professionals…

  • The Register: Analysts welcome ACID transactions on real-time distributed Aerospike

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/02/13/aerospike_acid_transactions/ Source: The Register Title: Analysts welcome ACID transactions on real-time distributed Aerospike Feedly Summary: The little database company with big users gaining fans as it adds consistency to speed and scale With its 8.0 release, distributed multi-model database Aerospike has added ACID transactions to support large-scale online transaction processing (OLTP) applications in…

  • Hacker News: Intel ruined an Israeli startup it bought for $2B–and lost the AI race

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    Kurt Seifried
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    Source URL: https://www.calcalistech.com/ctechnews/article/s1tra0sfye Source: Hacker News Title: Intel ruined an Israeli startup it bought for $2B–and lost the AI race Feedly Summary: Comments AI Summary and Description: Yes Summary: The text discusses Intel’s acquisition of Habana Labs and the subsequent decline of both companies in the competitive AI processor market. It highlights failures in strategy,…

  • The Register: Datacenter energy use to more than double by 2030 thanks to AI’s insatiable thirst

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/02/07/datacenter_energy_goldman_sachs/ Source: The Register Title: Datacenter energy use to more than double by 2030 thanks to AI’s insatiable thirst Feedly Summary: Shocking research warns electricity shortages could create construction bottleneck AI’s thirst for electricity will see datacenter energy use more than double by the end of the decade – just five years from…

  • Simon Willison’s Weblog: Mistral Small 3

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    Kurt Seifried
    in

    Source URL: https://simonwillison.net/2025/Jan/30/mistral-small-3/#atom-everything Source: Simon Willison’s Weblog Title: Mistral Small 3 Feedly Summary: Mistral Small 3 First model release of 2025 for French AI lab Mistral, who describe Mistral Small 3 as “a latency-optimized 24B-parameter model released under the Apache 2.0 license." More notably, they claim the following: Mistral Small 3 is competitive with larger…

  • Slashdot: Has Europe’s Great Hope For AI Missed Its Moment?

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/01/30/117225/has-europes-great-hope-for-ai-missed-its-moment?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Has Europe’s Great Hope For AI Missed Its Moment? Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the challenges faced by France’s Mistral AI as it strives to remain a competitive independent player in the European AI landscape amidst intense competition from major U.S. and Chinese…

  • The Register: ASML makes hay while suns shines, but Trump could rain on its parade

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    Kurt Seifried
    in

    Source URL: https://www.theregister.com/2025/01/29/asml_q4_2024/ Source: The Register Title: ASML makes hay while suns shines, but Trump could rain on its parade Feedly Summary: Netherlands biz riding AI boom, though China crackdown looms Dutch tech giant ASML is buoyed up by a wave of new orders during Q4 2024, and expects its business in China to return…

  • Simon Willison’s Weblog: The impact of competition and DeepSeek on Nvidia

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    Kurt Seifried
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    Source URL: https://simonwillison.net/2025/Jan/27/deepseek-nvidia/ Source: Simon Willison’s Weblog Title: The impact of competition and DeepSeek on Nvidia Feedly Summary: The impact of competition and DeepSeek on Nvidia Long, excellent piece by Jeffrey Emanuel capturing the current state of the AI/LLM industry. The original title is “The Short Case for Nvidia Stock" – I’m using the Hacker…