Beaumont & Croft Insights @m4xw3llsd43mon

High quality analysis on the technical industry catered to retail traders. Not investment advice. Heaven Joined November 2022

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Beaumont & Croft Insights @m4xw3llsd43mon

10 hours ago

Amazon, Google, xAI, openAI, Anthropic, and META are all going to be buying ASIC chips from Broadcom

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NIK @ns123abc

10 hours ago

BREAKING: XAI COOKING ITS OWN AI INFERENCE CHIP > secured major ASIC order from Broadcom > inference only > target mass production 2027 > xAI actively hiring custom silicon engineers > Elon targeting 50 million H100 equivalent in 5 years

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unusual_whales @unusual_whales

2 days ago

“Before 2030 you're going to see Amazon, which has massively invested in [AI], replace all factory workers and all drivers … It will be 100% robotic, which means all of those workers are going away. Every Amazon worker. UPS, gone. FedEx, gone," per Jason Calacanis

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Beaumont & Croft Insights @m4xw3llsd43mon

12 hours ago

arxiv.org/abs/2410.04444 Gödel Agent: A Self-Referential Agent Framework for Recursive Self-Improvement

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Jackson Atkins @JacksonAtkinsX

2 days ago

Meta Superintelligence Labs just made LLMs handle 16x more context and unlocked up to a 31x speedup. 🤯 Their new REFRAG framework rethinks RAG from the ground up to achieve this, all with zero drop in accuracy. Here's how it works: The core problem with long context is…

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Beaumont & Croft Insights @m4xw3llsd43mon

16 hours ago

Google's TPUs are a $900 billion industry if monetized

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Beaumont & Croft Insights @m4xw3llsd43mon

a day ago

GOOG TPU chips are a sleeping giant right now, the amount of chips that will be needed for inference (prediction) as opposed to training is much larger than first thought, combined with agentic workflows and the mass adoption of chatbots around the world, GOOG will be well…