

Was Nvidia's Earnings Call A '1995 Internet Moment'?
Aug 24, 2023
An analyst believes Nvidia's earnings could be viewed as pivotal as the 1995 internet boom. The episode highlights a paralyzed woman's groundbreaking AI-assisted communication breakthrough. As the Hollywood strike considers AI copyright challenges, there's a look at how retail forecasts are changing with AI predictions. Nvidia's strategic moves in the AI arena raise questions about market dominance and ongoing hype, illustrating the tech landscape's dynamic shifts.
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AI Restores Speech
- AI helped a paralyzed woman speak for the first time in 18 years by translating brain signals into phonemes and emotional expressions.
- This approach recognizes sound units like "ow" and "ah", producing 78 words per minute, coupled with a digital avatar mirroring emotions.
Copyright and AI
- AI-generated content cannot be copyrighted, impacting Hollywood strikes as studios can't solely rely on AI.
- Human involvement is crucial for copyright protection, creating a template where studios must maintain human leadership.
NVIDIA's Impact
- NVIDIA's recent earnings call, with its record-breaking figures, has been compared to a "1995 internet moment".
- This signals a major shift in the tech sector, driven by the rising demand for AI and compute power.