The hottest GPU Substack posts right now

Nvidia's success is attributed to strategic management and positioning.
There is a narrative suggesting Nvidia's success is partly due to luck in benefiting from the AI boom.
Jensen Huang is credited for creating his own luck, but there is still debate over the fairness of this perception.

LLMs require fine-tuning to adapt to specific tasks or styles.
Data Engineers play a vital role in preparing data for LLMs.
Training LLMs involves setting up environments, automating tasks, and requires a lot of data engineering skills.

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Interesting resources like GPU puzzles and articles on language models

SORA by OpenAI is a text-to-video AI that can create stunning videos from simple text prompts, revolutionizing video production and unlocking creativity for all.
Its model, DiT, uses diffusion transformers to generate videos seamlessly by gradually improving noise-filled frames, showcasing impressive scalability and adaptability.
Despite its advancements, SORA has limitations in accurately simulating complex physics and intricate spatial details, highlighting the need for ongoing refinement in handling intricate interactions and temporal coherence.

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Adobe Premiere Pro introduces AI-powered features for audio editing efficiency.
Pinecone adopts serverless architecture for its vector database, offering cost reduction and faster search capabilities.
Locofy launches Lightning, a tool converting design prototypes into frontend code, simplifying development tasks.

Adani Enterprises partners with Sirius International for AI and blockchain in India
Chinese company Moore Threads unveils MTT S4000 GPU for AI and data centers
Bill Gates emphasizes the potential of AI for creating a more equitable world

The AI portfolio performance for Q4 2023 was impressive, outperforming the S&P 500 with an IRR of 95%.
Investing in AI chips continues to be a promising choice, but there are concerns about the speed of commercialization and potential pitfalls.
The future of LLMs (Large Language Models) is uncertain, but GPU investments are expected to stay strong until more clarity emerges.