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CLSA Research says the AI chip shortage will last till 2030 with ASICs and GPUs undersupplied by 73% currently.
> Small language models like Muse, Kimi K3 can drive broader AI adoption with Muse doing the best work.
> 2030 estimate of 70-130GW of AI usage.
Via @CNBC
$NVDA $AMD $GOOGL $AMZN
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my project CLSTR has already processed, classified and aggregated over 10 million unique news articles.
building a new edition of the observatory to share some new stats.
also unironically contemplating the chance of making a tiny model trained on what I have so far. just bc.
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Barclays Pappointed two former CLSA veterans to lead its return to high-touch stock trading in Japan
Cramer's lightning round: Buy Carpenter Technology
