高盛预计韩国Q3-Q4各加息25个基点 AI出口激增三倍或改写亚洲利率路径

This. I have seen way too many people who are overly optimistic about local LLMs. Having spent a decent amount of time playing with them on consumer nvidia GPUs, I understand well that they not going to be widely usable any time soon. Unfortunately not many people share that.

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Which is good, because Nvidia pulling a Micron and ceasing consumer hardware production is right around the corner.

It depends on how you want to treat the internal (not seen by user or compiler) decoding that both AMD and Intel are doing; some would argue that these CPUs are RISC chips that decode x86 and x64 instructions into their own RISC implementation.

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I'd expect unified memory architectures (Apple M-series, AMD Ryzen AI series, etc) to be the future of local inference, not GPU cards.

Thanks; I assumed the author was talking about an Nvidia Tesla M4 (hence my confusion and assumption that they meant the M40 series, which has 24GB of VRAM).

My alerts for large caps. I have timestamps + buy fills for everything. What's my win rate? I only buy when Algos are tired of selling. How? I buy when H% is low. It's a simple strategy. $TSLA + $GOOGL $GOOG + $PLTR + $CRM and more. I don't make 100s of trades. I only buy when I get a confirmation. Ask me for the receipts.

So there must be a big story for the IPO….Remember that Tesla is still not selling actual/real self driving cars. I would say stock wise it would worth it to gable b/c Tesla did so well but SpaceX is being IPO-ed as it would have already have datacenters in space and ride hailing to Mars

It depends on what you mean for 'productive'. Article mainly seems to be about targeting consumer level hardware, such as the Neural Processing Unit you need for a 'Copilot PC'. Windows Recall is (was?) one such local AI application. If Microsoft get their way and my next PC has one, I look forward to using it for 'productive' purposes such as playing games, handling natural la…

$IGV >> Daily Chart >> Bullish above the 100 SMA @ 89.49 / consolidation below $PLTR $MSFT $SPY $QQQ

It's much worse than just TPM now: https://learn.microsoft.com/en-us/windows/security/hardware-... All modern PCs ship with Pluton coprocessors. The end-to-end remote attestation hardware infrastructure is all already there, waiting for someone to flip a switch and turn it on.