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đș NVIDIA's wild day...
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Speaking of âwinningâ, it looks like the main winner of the pivot to enterprise AI right now is Anthropic. Menlo Ventures just released their State of GenAI in the Enterprise report, and the numbers are pretty wild:
You read that rightâAnthropic now accounts for 24% of the enterprise AI market, while OpenAI lost 16% share. The corporations are catching on to Claudeâs magicâŠ
Building on that enterprise momentum, Anthropic just announced a major partnership with Snowflake, one of the biggest data cloud companies, to bring their Claude AI directly into Snowflake's platform where large companies manage their data.
Your move, OpenAI!
Hereâs what you need to know about AI today:
We break down NVIDIAâs wild week.
OpenAI released a teacher's guide to genAI.
Google launched AlphaQubit to fix quantum computing errors.
ChatGPT successfully mimicked 1000 human personalities.
NVIDIA's seriously having a moment right now, from AI chips to robot brains to WILD earningsâŠ
Remember when NVIDIA just made graphics cards for gamers? Well, you might have missed it with everything else going on, but a few weeks back, NVIDIA became the most valuable company in the world. How? AI, obviously.
The big news this morning is NVIDIA's latest earnings call. As the company powering nearly every major AI project (from ChatGPT to quantum computers), NVIDIA's performance is basically a crystal ball for the entire AI industry.
The numbers are WILD:
Revenue: $35B (up 94% from last year!).
Profit: $20B (more than doubled!).
Data center revenue: $30B (up from just $1.9B in 2020).
Not too shabby for a company that started by helping you play Doom better!
NVIDIAâs revenue growth over time, from this explainer video.
But get this: NVIDIA's stock actually dropped after hours. Why? Because itâs not growing as insanely fast as before.
Uhhh when your stock drops because you only beat expectations by $400M instead of $1Bâyou MIGHT just be a victim of your own success!
Here's what's driving all this growthâBlackwell, NVIDIA's latest AI chip that's got everyone from Microsoft to Musk begging to buy themâŠ
2.5x faster than its last chip for AI training.
25x more energy efficient.
72 of these get stacked in a server rack for ~$3M a pop.
And what does NVIDIA do with all this computing power? Its powering... pretty much everything:
Microsoft's using them to power ChatGPT.
384 of the world's top supercomputers run on NVIDIA tech.
8 of the top 10 most energy-efficient supercomputers use NVIDIA chips too.
NVIDIA doesn't just make the chipsâit builds the tools that make them work:
Weather forecasters are working w/ NVIDIA to predict the climate 500x faster.
Factories use NVIDIA's âdigital twinsâ to test designs virtually before building.
Google's even using NVIDIA software to design quantum computers.
And then thereâs the robots: NVIDIA recently announced âProject GR00Tâ, thatâs like a brain for humanoid robots, and itâs working with Boston Dynamics, Figure, and other major robotics companies to help their bots learn and move.
Oh, and if thatâs not enough, NVIDIA has their own AI models, too (like Nemotron).
As you can see, NVIDIA is trying to build the foundation for virtually every major tech trend happening right now: AI, quantum computing, robotics, digital twins, weather forecasting... you name it. And by all accounts, theyâre crushing it!
P.S. For PC gaming fansâya, NVIDIA still makes graphics cards. The RTX 5000 series should be coming in December, and rumors say it'll cost... well, A LOT. Itâs nothing compared to the $70K price tag for the Blackwell though. But whatâs big tech gonna do, NOT buy them?
Oh, and goes without saying, but this isnât investment adviceâdo your own research!
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A presence in 170+ countries.
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Treats To Try.
*Attention listens to your calls in real-time and helps you find relevant data when theyâre overâyou can even go back and watch the relevant sections. Attention can do more, tooâbook a demo and try it out for yourself here.
Speaking of NVIDIAâŠBioNeMo lets researchers train AI models for drug discovery and molecular design - and it's now open source.
WhaleSync creates two-way data sharing between your favorite apps, so when you update a lead in your CRM it automatically updates in your spreadsheet (and vice versa)âthereâs also Dokko, which sorta does the same thing.
Lightscreen screens engineering candidates through voice-based coding interviews that catch cheaters and evaluate real problem-solving skills (demo).
BetterBugs is a Chrome extension that captures your screen, your logs, and the last 2 minutes of activity to help you create detailed bug reports in seconds.
Ply turns boring forms into smart conversations that show customers their orders and tickets while they type (bonus points: their launch video is funny).
Image to Prompt uses any image you upload as a reference to generate a detailed prompt for image generators (Midjourney, Stable Diffusion, FLUX, etc).
Yes or No AI Tarot is a bot that answers yes or no questions using Tarot cards that you pull while you ask your questionâdefinitely fun to try!
MacPet isnât AI, but it IS an adorable 8-bit style cat that sits on your mac menu bar and helps you track productivityâŠso we had to include it!
*This is sponsored content. Advertise in The Neuron here.
Around the Horn.
OpenAI released a âteachers guideâ to genAI in partnership with Common Sense Educationâthis comes a week or so after it released its studentâs guide.
Google released AlphaQubit, an AI that âdecodesâ quantum errors in order to help correct them; right now, quantum computers have error rates between 1-10% per operation, so any improvements here is huge.
Researchers were able to use ChatGPT 4o to convincingly replicate the personalities and behaviors of 1000 people.
Thursday Trivia
One is a real, and one is AI. Which is which? (vote below!)
A.
B.
Which is AI?The answer is below, but place your vote to see how your guess compares to everyone else (no cheating now!) |
Here are the results from last weekâs trivia (B was AI):
Thatâs two for the robots, and two for the humans, for those keeping score!
Heresâ what you said:
A.A. chose A: âThe thumb looks real. The dashboard looks like it could be easily faked.â
D.K. chose A: âThe finger in image 2 gives it awayâ
D.W. chose B: âA had focus/sharpness issues, B did not. I tend to find the more polished the image the more likely it is to be AI.â
A Cat's Commentary.
Thatâs all for today, for more AI treats, check out our website. The best way to support us is by checking out our sponsorsâtodayâs are Mode Mobile and Attention. See you cool cats on Twitter: @noahedelman02 |
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