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Martin Crowley
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Martin Crowley
@AIToolReport
Feeling The AGI. Building AIToolReport, Chatnode, Upscaile
Austin Beigetreten Mart 2023
383 Folgt80.5K Follower

@ResearchQf any thoughts on if new DS architectural changes like focus on FP8, MTP, MLA, benefits nvda vs custom silicon if copied by rest of industry?
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1) Some DS thoughts. Please lmk if you have related recent research or data.
Compute vs algorithmic scaling. Chart in MIT paper is thru '23.
Scaling clearly accelerated past 13 months. Paper ≈ common early wisdom that compute > algo, which is partly ...
arxiv.org/html/2403.0581…


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@ResearchQf You are by far the most insightful and helpful person I follow. Thanks for what you do!!
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@ResearchQf And it looks like the $80b wasn't new info now from what I'm seeing which makes sense

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1) Might've been more incremental than $80B, where we may be parsing too much. $MSFT "moving now from GPUs to AI Accelerators with Tensors."
$MRVL customer C. Oppty "potentially larger than" customer A and B combined.
$MSFT talking like $AMZN did about Trainium except well ...

QF Research@ResearchQf
2) Bullish. Everything kicks in C25. If peaking? Sell. It's not. - $AMZN 5Y deal seems real and additive. E.g. Trainium 3 + is MRVL - "Customer C" $MSFT still largest despite even bigger custom ramp at AWS?! FYI there's chatter Maia may be as early as late C25 - Inferentia ...
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Martin Crowley retweetet

This is a tough call and will make some people upset, but, all things considered, I think California should probably pass the SB 1047 AI safety bill.
For over 20 years, I have been an advocate for AI regulation, just as we regulate any product/technology that is a potential risk to the public.
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