It's comparatively easy to see a broad tech trend on the horizon, but often much harder to home in on who will win and over what timeframe. Netscape and BlackBerry serve as cautionary tales.
There's an old saying that the surest path to profit in a gold rush is to bet on the companies supplying the pickaxes — and that idea is now igniting the toolmakers and wholesalers of today's generative AI boom.: It's comparatively easy to see a broad tech trend on the horizon, but often much harder to home in on who will win and over what timeframe. Netscape and BlackBerry serve asSoftware veteran Tom Siebel, who now runs enterprise AI firm C3.
The first tool needed to dig for AI gold is compute capacity — and a lot of it. The models that power the current generation of generative AI tools like ChatGPT or Dall-E are complex, with billions of parameters. Amazon, which is the leader in the overall cloud computing business, has been seen as less of a player in generative AI. The company hopes to change that with aThe chipmakers
"We also see a lot of healthy competition on the cloud compute providers between Nvidia, AWS, AMD, Google — lots of new silicon is developed with the goal of accelerating training and cloud inference" , said Alexandru Costin, Adobe's VP of generative AI. Adobe recently announced aAI performance is not so much about pure chip speed as about how well a specific chip performs running a particular model.
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