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Google’s AI Cloud business is actually profitable.

Despite all the comments that I hear about AI being a "bubble", after going through this analysis, I found that Google's Cloud revenue grew 48% & operating profit exploded 154%. This rise in Google Cloud was largely due to AI In…

Anthropic AI CEO Dario Amodei is against US govt allowing sale of Nvidia H200 to China. But it actually makes strategic sense.

I found this argument interesting. If US allows Nvidia to do business with China, then Chinese AI firms will remain dependent on American AI hardware, and hence US will have indirect influence over the level of development that Chinese AI will ma…

Can humanoids be trained in simulated/virtual settings, without real world data?

This question came to me as I was reading this article (Tesla has fallen behind BYD in terms of vehicle sales. Not to worry because Tesla is a AI & Robotics company). It says this: So, either: Tesla has a data advantage for self-driving car, in wh…

I don’t think using AI for surveillance of kids in school is a good idea

I don’t think using AI for surveillance of kids in school is a good idea There's the post on Linkedin, where they demonstarte an "experiment". This is how they define it: "We tried to build an AI vision model which can tell, in real …

Google went from being "disrupted" by ChatGPT, to having the best LLM as well as rivalling Nvidia in hardware (TPUs). The narrative has changed

The public narrative around Google has changed significantly over the past 1 year. (I say public, because people who were closely following google probably saw this coming). Since Google's revenue primarily comes from ads, LLMs eating up that…