Meta launches Llama 4 suite, ups ante in LLM wars
Meta launched Llama 4 family with open weights with two models available so far on AWS, Microsoft Azure and Google Cloud.
Executive Network
Click Here, Learn More
Monday's Musings: Seven Big Themes In Tech For The Next Presidency
Expect Regulations For National Security, But Overall Lighter Regulatory Framework
For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries. Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate.
Meta Q2 strong, tightens capital expenditure range to $37 billion to $40 billion for 2024
Meta reported better-than-expected second quarter results and tightened its capital expenditure range for the year to $37 billion to $40 billion largely due to artificial intelligence efforts.
News Analysis: Only A Few Companies Will Win In Fueling The Age of AI
AI Begins And Ends With Nvidia
Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry. In fact, only a few vendors have shown significant profits in AI:
Monday's Musing: When The Hunters Become The Hunted
Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth
Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:
Here's why Meta is spending $35 billion to $40 billion on AI infrastructure, roadmap
As long as the ad revenue continues to flow into Meta properties such as Facebook and Instagram, CEO Mark Zuckerberg is going to invest aggressively in an AI buildout. "I think it makes sense to go for it," he said.
New Analysis: Nvidia GTC 2024 Is The Davos of AI
New Chips, New Business Models Ahead In Accelerated Computing
Nvidia stock is up 267% YoY. With over 10,000 people in physical attendance and up to 100,000 people virtually attending, this could be the largest AI conference. All eyes on the next wave for AI with CEO Jensen Huang ready to keynote at 1:00 pm PT at the SAP Center in San Jose. The key things to look for in the keynote:
Meta's Zuckerberg lays out AI vision with heavy dose of open source
Meta said 2024 capital expenditures will be $30 billion to $37 billion with a big chunk of that driven by AI-related spending. Here's a look at the AI strategy.
