Inferens AI Podcast

Host 1:Hello there! How is our very own tech whiz faring today?
Host 2:Absolutely splendid, my dear fellow! It's positively electrifying, isn't it? Just like Nvidia's shares, which have soared like a rocket following a staggering 265% revenue surge from the previous year! Quite remarkable, wouldn't you say?
Host 1:Sounds like they're playing "The Floor is Lava" with their earnings graph! Now, dear listeners, if you think that's impressive, get ready for some more tech fireworks!
Host 2:Indubitably! Our chums at Google have unveiled a new open AI model called Gemma for developers. It's as if they've graciously handed us the keys to their clandestine tech repository!
Host 1:"Quite the tantalizing thought, isn't it? But let's not overlook our chums at Microsoft. They're teaming up with Intel Foundry to craft bespoke chips. It's like a sudden twist in a tech thriller, wouldn't you say?"
Host 2:Absolutely! I must say, I'm getting a distinct "Tech Avengers" vibe from all this. So, dear listeners, are you prepared to delve into these thrilling advancements and collaborations in the AI and semiconductor industries? Fasten your seatbelts, because you're about to embark on a truly tech-tastic journey!
Host 1:"And remember, we're your trusty tech companions, here to unravel all the nerdy delights for you. So, without further ado, let's kick off this digital escapade!"
Host 1:"Ah, our very own tech aficionado! Have you caught wind of Nvidia's recent triumph on the financial front?"
Host 2:"Indeed! Nvidia's Q4 earnings read like a tale from the tech annals. A staggering $22.1 billion, marking a 22% surge from the previous quarter and an astounding 265% leap from the year before. It's akin to a contemporary gold rush, wouldn't you say?"
Host 1:"Quite the unexpected turn of events, wouldn't you agree? Wall Street must be feeling rather flabbergasted by Nvidia's meteoric rise!"
Host 2:"Hardly! Nvidia has left Wall Street trailing in the wake of their remarkable earnings and sales. And their ambitions don't stop there. They're anticipating even greater revenue for the current quarter."
Host 1:"Nvidia is certainly setting the tech world ablaze! But what's the secret behind their scorching success?"
Host 2:"Ah, indeed! Nvidia's data center business is the real star of the show. Their AI chips serve as the brains of modern computers, you know. This particular segment raked in a staggering $18.4 billion in quarterly revenue. A remarkable 27% increase from the previous quarter and an astonishing 409% surge from the $3.6 billion figure of last year."
Host 1:"Absolutely astonishing! What does the future hold for Nvidia, I wonder?"
Host 2:"Anticipating a staggering $24 billion in revenue for the current quarter, which surpasses analyst predictions of $22.2 billion. And here's a delightful nugget of information: Nvidia has augmented its market cap by over a trillion dollars in the past year."
Host 1:A trillion dollars? That surpasses the GDP of certain nations, doesn't it? Quite the staggering feat, I must say!
Host 2:"Indeed! Nvidia's CEO, Jensen Huang, is of the firm belief that AI and accelerated computing have reached a pivotal juncture, with demand soaring across companies, industries, and nations. However, as astutely pointed out by Jacob Bourne from Insider Intelligence, it does beckon the question of how long Nvidia can sustain such a remarkable pace."
Host 1:"Quite the astute observation. Reaching the summit is one feat, but maintaining one's position there presents an entirely different challenge, wouldn't you say?"
Host 2:"Indeed! As Bourne quite rightly pointed out, Nvidia currently holds a commanding position in the rapidly expanding global AI chip sector. However, it mustn't grow complacent and bask in its past achievements. The world of technology is a relentless race, and only time will unveil whether Nvidia can maintain its lead in this dynamic landscape."
Host 1:"Quite the spectacle, isn't it? Nvidia is certainly reaching for the stars, but the question remains: can they maintain their lofty position? Keep your ear to the ground for more riveting tech updates!"
Host 1:"Ah, you know how we're always prattling on about AI and the colossal tech conglomerates, don't you? Well, brace yourself for this delightful tidbit: Google has just thrown its hat into the ring with a couple of nifty lightweight open AI models."
Host 2:"Ah, indeed! The Gemma models, you say? Quite the intriguing development. It appears that Google is advocating for greater transparency and accessibility in the realm of AI, a rather significant departure for them. It's as if they've extended a gracious invitation to all and sundry, don't you think?"
Host 1:"Absolutely splendid! And the cherry on top is that these models are available for commercial use and redistribution. It's as if Google is generously offering developers and researchers a brand new playground for their experiments. And for those of you curious about what we mean by 'open AI models', it's essentially akin to Google graciously handing over the keys to their AI kingdom!"
Host 2:"And it's not just child's play. These models, despite their diminutive stature, are rumored to outperform their larger counterparts in crucial benchmarks. What's more, they can operate on developers' personal computers, which is quite the coup for those crafting more modest AI applications. It's akin to witnessing David triumph over Goliath in the realm of AI!"
Host 1:"So, it's akin to harnessing the might of a heavyweight, neatly packaged in a lightweight form, wouldn't you say?"
Host 2:"Quite so. And there's an added twist to the tale. They've introduced two variants - Gemma 2B and Gemma 7B. The smaller one is tailored for cost-effective app development, while the larger one is designed for creating AI software using high-capacity AI chips and data centers. It's akin to choosing between a sleek compact car and a luxurious SUV, both equipped with turbo engines!"
Host 1:"Quite fascinating, isn't it? But what about the issue of safety? After all, the realm of AI can often resemble the lawless frontier, wouldn't you agree?"
Host 2:"Quite a valid point, old chap. However, Google has taken proactive measures on that front as well. They've introduced a "Responsible Generative AI Toolkit" to craft safety filters and a debugging tool for identifying and resolving issues. It's akin to them distributing life jackets in this tumultuous river of AI innovation, wouldn't you say?"
Host 1:"Ah, Google seems to have covered all the bases. And all of this is built on the same technology as their larger, but closed Gemini AI models, isn't it?"
Host 2:"Indeed, and on the topic of business, Google has unveiled Gemini Business today. It's a new, more affordable AI tier for its Workspace suite. For just $20 per user, it provides AI tools such as email composition and data analysis across Gmail, Docs, Sheets, and more. It's akin to securing a first-class experience at an economy price!"
Host 1:"An absolute steal, isn't it? Especially when you consider it's a tenner less than Google's Gemini Enterprise, which offers the same features plus a few extras. It's akin to snagging a discount on your AI tools. And who doesn't relish a good discount, eh?"
Host 2:Absolutely spot on. It's akin to securing a discount on your AI tools. And who doesn't relish a good discount, eh?
Host 1:Absolutely splendid! If you're a developer or researcher eager to delve into the realm of AI experimentation, or a business seeking cost-effective AI solutions, it appears that Google has everything you need. And do bear in mind, in the world of AI, it's always wiser to err on the side of caution!
Host 1:"Ah, recall our delightful discourse on the profound impact of AI? Well, brace yourself for this splendid news: Microsoft has decided to join the AI revelry!"
Host 2:"Goodness gracious, Microsoft? What a delightful surprise. I wonder what cunning strategy they have up their sleeve."
Host 1:"Ah, quite the intriguing development, I must say. Microsoft has recently forged an alliance with Intel Foundry, which happens to be Intel's bespoke chip-making division. This move holds considerable weight, particularly as Intel aims to challenge TSMC, the reigning titan of the market. Quite the ambitious endeavor, wouldn't you agree?"
Host 2:"Ah, so Microsoft is enlisting the services of Intel for tailor-made chips? It's akin to commissioning a bespoke suit, isn't it?"
Host 1:"Absolutely spot on! And these chips are no ordinary ones. They're harnessing Intel's cutting-edge 18A technology, boasting a 1.8nm-class design. Microsoft is rather tight-lipped about the specific chip, but they've dropped hints about crafting a bespoke computer processor and an AI accelerator by the name of Maia."
Host 2:"Quite the futuristic marvel, isn't it? This 1.8nm-class technology is akin to something straight out of a Star Trek episode! But, let's delve deeper into this intriguing development, shall we?"
Host 1:"It does have a rather futuristic ring to it, doesn't it? But it all boils down to the size of the transistors on the chip. The smaller they are, the more you can cram in, and the mightier the chip becomes. So, 1.8nm is indeed a significant breakthrough!"
Host 2:"So, it's akin to harnessing more horsepower under the bonnet, wouldn't you say? And as for the timeline on these power-packed chips, when can we expect them to hit the market?"
Host 1:"Intel's 18A is slated for production in the latter half of 2024, so it appears we'll need to exercise a touch of patience."
Host 2:"Ah, patience is indeed a virtue, my dear fellow. And I've caught wind of something rather intriguing - a mention of a 'platform shift' by Microsoft's CEO, Satya Nadella. Quite the enigma, wouldn't you agree?"
Host 1:"Absolutely astute observation. Nadella is of the firm belief that this shift will utterly transform productivity across companies. To bring this vision to fruition, Microsoft is in dire need of a consistent supply of cutting-edge, high-performance, and top-notch semiconductors."
Host 2:"Ah, it appears to be all about propelling the future of AI, doesn't it?"
Host 1:"Absolutely! Intel's CEO, Pat Gelsinger, is fully committed to the endeavor. His vision is to become the premier manufacturer of AI chips in the industry through their foundry."
Host 2:"Quite the ambitious endeavor, wouldn't you say? It's akin to setting sail on uncharted waters and eagerly anticipating the unfolding of a grand adventure."
Host 1:"You know, we're always prattling on about AI and its voracious hunger for chips, don't we?"
Host 2:Absolutely delightful analogy. It's akin to a voracious teenager raiding the fridge after school, only instead of sandwiches, it's silicon chips. Quite intriguing, wouldn't you agree?
Host 1:"It sure is! And would you believe it? U.S. Commerce Secretary Gina Raimondo recently shared her thoughts on this very topic at a virtual Intel Corp. event. She stressed the pressing need for increased investment in chip manufacturing."
Host 2:"So she's essentially suggesting that we must satiate the insatiable appetite of the beast, so to speak? Quite an intriguing perspective, wouldn't you say?"
Host 1:"Absolutely, she's of the opinion that the U.S. must up its ante to meet the colossal chip demand driven by AI. She even proposed that ongoing investment, whether it goes by the moniker Chips Two or some other title, is imperative for the U.S. to maintain its global leadership."
Host 2:"Chips Two? Now that's a term I haven't come across before. Would you be so kind as to enlighten me on this intriguing new concept?"
Host 1:"Indeed, Chips Two is the moniker for the next wave of chip technology. It's all about engineering more potent and efficient chips to keep pace with the burgeoning demands of AI."
Host 2:"Quite the audacious statement, I must say. However, it does hold water. If AI is indeed the way forward, then it's imperative that we ensure a steady supply of the necessary chips. It's akin to ensuring we have an ample supply of fuel for our automobiles, wouldn't you agree?"
Host 1:"Quite right, she didn't hold back. 'We've fallen quite a distance,' she remarked. 'We've let our focus slip.' She's also been in discussions with OpenAI CEO Sam Altman regarding the soaring demand for AI chips."
Host 2:"Ah, OpenAI, the company renowned for its mind-boggling advancements in the realm of AI, isn't it?"
Host 1:"That's the one. According to Raimondo, when she converses with Altman or other industry clients, the projected volume of chips they require is, in her own words, 'mind-boggling.'"
Host 2:"Quite the bustling supermarket sweep, isn't it? But on a more serious note, this serves as a clarion call. We must channel investments into chip manufacturing to meet the burgeoning demand. It's akin to the silicon gold rush, wouldn't you agree?"
Host 1:"Absolutely spot on! So, ladies and gents, you're hearing it here first. The silicon rush is well and truly underway! And do keep in mind, we're here to keep you in the loop on all things AI. Stay inquisitive, stay enlightened!"
Host 1:"You know what's been causing a stir in the tech world of late? The integration of AI in healthcare. It's quite the trending topic, wouldn't you say?"
Host 2:Absolutely splendid analogy! It's akin to the new kid on the block that's captured everyone's curiosity. But you know, the medical fraternity's perspectives on this are as diverse as the array of flavors in a confectionery.
Host 1:"Oh, do enlighten me, won't you?"
Host 2:"Ah, quite fascinating! Athenahealth, a prominent player in cloud-based healthcare solutions, conducted a survey involving over a thousand primary care and specialist physicians in the U.S. Their aim was to glean insights into the perspectives of these medical professionals on the subject of AI. Quite an intriguing endeavor, wouldn't you agree?"
Host 1:"And what were their findings, pray tell?"
Host 2:Ah, it's quite a mixed bag, I must say. Approximately 21% of doctors are rather pessimistic, 39% are optimistic, and a further 41% are still sitting on the fence regarding AI's future role in healthcare. Quite an intriguing spectrum of perspectives, wouldn't you agree?
Host 1:"That's quite an intriguing array of perspectives. But what might be the underlying reasons for such a divergence in opinions?"
Host 2:Fascinating observation, indeed. The survey has brought to light the overwhelming sense of burnout experienced by over 90% of doctors. Their incessant communication beyond scheduled appointments, coupled with the dearth of meaningful face-to-face interactions with patients, and the persistent issue of staff shortages, paints a rather grim picture. However, the real revelation lies in the fact that a staggering 83% of them harbor the belief that AI could potentially alleviate some of these pressing concerns. Quite the intriguing conundrum, wouldn't you say?
Host 1:"That's rather intriguing. So, they perceive the potential for AI to alleviate their workload, do they?"
Host 2:Absolutely spot on! Around 40% of the respondents were of the opinion that AI has the potential to alleviate administrative burdens and streamline various tasks. However, on the contrary, a staggering 60% expressed their primary concern to be the potential loss of the human touch due to AI. Quite the thought-provoking conundrum, wouldn't you agree?
Host 1:Ah, the age-old battle of man versus machine. It's a delicate equilibrium, wouldn't you say?
Host 2:Absolutely right. It's a conversation worth delving into, particularly with the ongoing advancements of AI in the realm of healthcare. And to our esteemed listeners, what are your thoughts? Can AI prove to be a blessing or a curse in the field of healthcare? Let's carry on this discussion on our social media platforms.
Host 1:"Absolutely. In our next segment, we shall delve into the captivating realm of cryptocurrency. So, do stay tuned, ladies and gentlemen!"
Host 1:"Shall we shift our focus from AI in healthcare to some intriguing updates in the AI startup arena? How does that sound?"
Host 2:"Ah, you know I do relish a splendid pivot! Especially when it involves substantial funds and the marvels of AI. Let's delve straight into it, shall we? Moonshot AI, a Chinese enterprise responsible for the ingenious chatbot Kimi Chat, has just secured a staggering $1 billion in fresh funding. It's akin to purchasing a small island, wouldn't you agree?"
Host 1:"Quite the windfall indeed! But it seems Moonshot AI isn't the only one rolling in the dough, is it?"
Host 2:"Absolutely splendid! Recogni, a remarkable AI chip startup, has just secured a staggering $102 million in Series C funding. It's akin to acquiring a small fleet of private jets, wouldn't you agree?"
Host 1:"And let's not overlook Bioptimus, the French startup pioneering a universal AI foundational model for biology. They've recently emerged from stealth mode with a $35M seed funding round. Quite the grand entrance, akin to acquiring a small castle in France, wouldn't you say?"
Host 2:"Absolutely spot on! And there's more to add to the mix! Rasa, a cutting-edge generative AI platform, has just secured a remarkable $30 million in Series C funding. It's akin to acquiring a small yacht, wouldn't you agree?"
Host 1:"And last but not least, Vektor Medical, an AI-powered arrhythmia analysis platform, has just secured a handsome $16 million in Series A funding. Quite the grand acquisition, akin to purchasing a small mansion, wouldn't you agree?"
Host 2:"Goodness, that's quite the deluge of funding news! For our esteemed listeners keen on staying abreast of AI startup funding and more in the VC community, might I suggest subscribing to the esteemed Inside Venture Capital newsletter? It's akin to securing a front-row seat to all the enthralling action in the VC world, wouldn't you agree?"
Host 1:"Absolutely! It's akin to having a ringside view of all the enthralling action in the world of venture capital. And for those who may be curious, VC stands for Venture Capital, a form of private equity and financing that investors provide to startup companies and small businesses deemed to have long-term growth potential."