Tech Brew Ride Home Thu. 05/23 – Nvidia: Still Killing It
May 23, 2024
Nvidia's stellar earnings surge is shaking up the AI landscape, but challenges loom on the horizon. OpenAI's new media deal raises eyebrows, while voice-cloning technology sparks discussions about privacy and personal identity. Regulatory changes are reshaping cryptocurrency, and the tech industry is reacting to new cybersecurity trends. Meanwhile, a fresh AI voice feature has users considering how they communicate. Personal anecdotes about theater renovations add a unique touch to the tech talk.
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NVIDIA's Historic Q1 Earnings
- NVIDIA's Q1 revenue soared by 262% year-on-year, exceeding expectations and indicating strong AI chip demand.
- Their data center revenue, driven by Hopper graphics processors like the H100 GPU, saw a staggering 427% increase.
Potential Headwinds for NVIDIA
- Despite NVIDIA's success, challenges loom, including rivals developing competing AI chips and customers seeking alternatives.
- Startups face difficulties recouping massive hardware investments, leading some to explore smaller AI models requiring less computational power.
JohanssonGate Timeline Clarified
- OpenAI hired an actress for ChatGPT's Sky voice months before contacting Scarlett Johansson, and the actress's natural voice resembles Sky.
- The actress confirmed neither Johansson nor the movie Her were mentioned during hiring, with "Sky" chosen for its cool, airy sound.