🏃‍♂️🚵🏊‍♂️👨‍💻 Analyst @counterpointTR

Joined June 2010
1,131 Photos and videos
Woah! After $NVDA AI hardware , software export control to model use
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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With reduced revenue outside the US and no H1B employees, competitors get an edge to develop frontier models
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Parv sharma retweeted
Huawei Pura X Max looks like a clear proof point for wide book-type foldables. Its first 5-week sales in China beat Mate X7 by 29%, Pura X by 49% and nova Flip S by 296%. Consumers are responding to wider screens for AI-assisted multitasking and productivity across apps. @Apple
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25.0528, 121.5990 #GTC
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A lot of x86 based designs for physical and edge AI $INTC $AMD
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DGX Spark user for AI RAN demo at metanoia
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@Vista_Equity $INTC partnership for inference DC, air cooled, economical based on @SambaNovaAI
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Purposes build silicon space design with $GOOG and $ERIC being deployed now
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