CREANGEL LTDA

#Broadcom's turnaround plan for #VMware appears to be working, as the silicon-and-software-slinger reported 47 percent year on year revenue growth – but also posted a loss. The acquisitive conglomerate today announced Q3 revenue of $13.07 billion – $7.25 billion of which came from its Semiconductor Solutions operation. Of the $5.8 billion earned by its Infrastructure Software outfit, $3.8 billion came from #VMware. https://lnkd.in/eBhZVW-U

#UK school begins '#teacherless' class taught by #AI Instead of virtual classrooms with human teachers, the latest course at London’s David Game College brings a #virtualteacher to a real #classroom. The private school is running the first AI-taught class in the UK as part of its new Sabrewing program. The initial class will see 20 GCSE students participating in the educational experiment, which will rely on AI platforms and virtual reality headsets to guide their learning instead of human educators. https://lnkd.in/eGHhvf_c

#California is another step closer to defining how and when #moviemakers and others can use AI versions of celebrities in their projects. The #California state Senate has passed AB 1836, a law requiring those who want to make an AI replica of a deceased performer get explicit consent from their estates. The bill now goes to Governor Gavin Newsom, who will likely sign the bill thanks to its backing by the unionized performers of #SAG-#AFTRA and related groups. https://lnkd.in/eThbKqYq

#US #telecoms giant #ATT has alleged #Broadcom has reneged on an extended support deal it struck with #VMware, and warned the consequences could be massive outages for customer support operations – and even the US president's office. https://lnkd.in/eeyCuQCb

Jensen #Huang, #Nvidia’s co-founder and chief executive officer, said after the #Blackwell announcement earlier this year that the devices would cost $35,000 to $40,000. #Hopper #GPUs, depending on the configuration, probably cost $22,500, and this is consistent with the statement that Huang made on stage in 2023 that a fully populated #HGX #H100 system board cost $200,000. We think an #H200 #GPU, if you could buy it separately, would cost around $30,000. We think the MI300X costs around $20,000, but that is an educated guess and nothing more. It depends on the customer and the situation. The street price, depending on the deal, will vary depending on a lot of other factors, like how many the customer is buying. As Huang is fond of saying, “The More You Buy, The More You Save,” but this is just a volume economics statement in this case, not the additional knock-on network effects of accelerated processing. https://lnkd.in/gvxk6Amv

Rated horsepower for a compute engine is an interesting intellectual exercise, but it is where the rubber hits the road that really matters. We finally have the first benchmarks from MLCommons, the vendor-led testing organization that has put together the suite of MLPerf #AI training and inference benchmarks, that pit the #AMD Instinct “#Antares” #MI300X #GPU against Nvidia’s “#Hopper” #H100 and #H200 and the “#Blackwell” #B200 #GPUs. The results are good in that they show the #MI300X is absolutely competitive with #Nvidia’s #H100 GPU on one set of AI inference benchmarks, and based on our own estimates of GPU and total system costs can be competitive with #Nvidia’s #H100 and #H200 GPUs. But, the tests were only done for the #Llama2 model from Meta Platforms with 70 billion parameters. This is useful, of course, but we had hoped to see a suite of tests across different #AI models as the MLPerf test not only allows but encourages. https://lnkd.in/gvxk6Amv

#China spent more in the first half of this year on chipmaking equipment to expand its semiconductor capacity than the #US, #Taiwan, and #SouthKorea combined, indicating how serious the country is about self-reliance in silicon and building its own industry. https://lnkd.in/g-vA7nPc

Tan said his answer is "No different to what you have been doing to us the last ten years" – a reference to his Tuesday remarks that public clouds have made IT more expensive and complex than their native environments. Now #VMware intends to make life harder for #hyperscalers. https://lnkd.in/eZXkWvdx

At $169, the #NotePin does at least offer some flexibility in how it adorns your body. As seen in the image above, it's not only a pin or clipped onto your jacket but can be worn as a necklace or fit into a wristband. Once activated, the #NotePin records and transmits audio to the #Plaud app to be transcripted, summarized, or even turned into a visual mind map if you choose. The transcriptions are composed using OpenAI's Whisper tool, but you get to choose between #OpenAI's #GPT4o or #Anthropic's #Claude3_5Sonnet model for the summarization and analysis, should you have a preference. Plaud.AI also hinted at more AI model options to come. You get 300 minutes of transcription a month, though you can pay $79 a year for the Pro Plan and get 1,200 minutes per month and other features. https://lnkd.in/gu_8ppKQ

Speaking to The Register, Birhane said: "Big corporations like #Meta and #Google tend to exaggerate and make misleading claims that do not stand up to scrutiny. Obviously, as a cognitive scientist who has the expertise and understanding of human language, it's disheartening to see a lot of these claims made without proper evidence to back them up. But they also have downstream impacts in various domains. If you start treating these massive complex engineering systems as language understanding machines, it has implications in how policymakers and regulators think about them." #LLMs build a model capable of responding to natural language by absorbing a large corpus of training data, often from the World Wide Web. Leaving aside legal issues around how much of that data is copyrighted, the technique involves atomizing written language into tokens, and then using powerful statistical techniques – and a lot of computing power – to predict the relationship between those tokens in response to a question, for example. But there are a couple of implicit assumptions in this approach. https://lnkd.in/gSjnHmm9