New from me on #AI test-time inference scaling and the importance of edge AI. Featuring commentary from @DellTech @MicronTech and @Qualcomm. TLDR: hybrid AI architectures will shape the future of AI infrastructure deployment.

There will be ups and downs as #AI infrastructure spending gives way to ROI, but this isn't an investment in later this year or next year. It's investing in a step-change in economic productivity.

Over/under that Kendrick Lamar does the funniest thing ever tomorrow night?

Great to catch up with @MicronTech to talk about the role of memory in delivering edge #AI and driving test-time inference scale. Tear down the memory wall!

Good spot with @cristianoamon. "We started talking #AI on the edge...before it was popular." And he's right. I remember seeing the Stable Diffusion on-device demo at MWC two years ago. As AI moves to the edge--the inference era-- @Qualcomm is in a great position.

Speaks for itself.

A lot of people need to hear this. William Stanley Jevons. So Jevons Paradox or Jevons’ Paradox if you want to make it possessive. It’s not Jevon’s. His name isn’t William Stanley Jevon.

And here's the second part of AI 101 which looks at the evolution of ML, DL, neural networks, and then gets into typical AI workflows from data prep through model training and optimization then into deployment and inference.

@CTOAdvisor @COentrepreneur Jordan 3…but which ones? Chicago Reimagined? I can’t tell without seeing the tongue or heel tab.

Directly/indirectly raise taxes while dismantling government offices and programs, funnel money into sovereign wealth (slush) fund, use public money to privatize historically public functions…is that about right? Society-as-a-Service.

On the @Meta call last week, lots of commentary from Zuck on the outlook for the Ray-Ban Meta #AI glasses. Good to hear from him on the outlook for edge AI/devices in the larger context of AI infrastructure. Write up from me:

@OABlanchard Those are wonderful museums.

I basically don’t use search anymore. Asked ChatGPT to give me the Traeger 321 ribs recipe. Now that I’m four hours in, I realize it got the temps wrong. Now my ribs won’t be as juicy as they could’ve been. Anyway, I’m selling my NVIDIA, I’m furious, and AI is all hype.

@BenBajarin I learned so much about nutrition and metabolism wearing a G7 for three months.

My new column, Bookmarks. Where I revisit things I bookmarked over the week and try to pull out the big idea. This one is about DeepSeek but it's really about Jevons' Paradox. Commentary from @mustafasuleyman @PGelsinger @AndrewYNg.

Candid commentary from @intel co-CEO @MJHolthaus on #AI datacenter outlook. "I am not happy with where we are today." Falcon Shores (XPU) will be an internal test chip only; learnings applied forward to Jaguar Shores. Opportunity for CPU-based on-prem and edge inference. "AI is enabling application that needs to span the compute continuum from the data center to the edge."

Listening as @intel goes through Q4 and full-year 2024. At a glance, interesting to see Network and Edge (NEX) as a bright spot; the only BU that saw revenue growth compared to Q4 and full-year 2023.