machine-learning framework
CUDA Proves Nvidia Is a Software Company
There's a deep, forbidding moat that surrounds Nvidia--and it has nothing to do with hardware. Forgive me for starting with a cliché, a piece of finance jargon that has recently slipped into the tech lexicon, but I'm afraid I must talk about "moats." Popularized decades ago by Warren Buffett to refer to a company's competitive advantage, the word found its way into Silicon Valley pitch decks when a memo purportedly leaked from Google, titled "We Have No Moat, and Neither Does OpenAI," fretted that open-source AI would pillage Big Tech's castle. A few years on, the castle walls remain safe. Apart from a brief bout of panic when DeepSeek first appeared, open-source AI models have not vastly outperformed proprietary models.
Despite the hype, nobody is beating Nvidia in AI
You have to wonder whether Nvidia is going to get sick of winning all the time. The company's stock price is up to $178--69% more than this time last year. Nvidia is riding high on its core technology, the graphics processing unit used in the machine-learning that powers the algorithms of Facebook and Google; partnerships with nearly every company keen on building self-driving cars; and freshly announced hardware deals with three of China's biggest internet companies. Investors say this isn't even the top for Nvidia: William Stein at SunTrust Robinson Humphrey predicts Nvidia's revenue from selling server-grade GPUs to internet companies, which doubled last year, will continue to increase 61% annually until 2020. Nvidia will likely see competition in the near future.
Facebook's Caffe2 AI tools come to iPhone, Android, and Raspberry Pi
New intelligence can be added to mobile devices like the iPhone, Android devices, and low-power computers like Raspberry Pi with Facebook's new open-source Caffe2 deep-learning framework. Caffe2 can be used to program artificial intelligence features into smartphones and tablets, allowing them to recognize images, video, text, and speech and be more situationally aware. It's important to note that Caffe2 is not an AI program, but a tool allowing AI to be programmed into smartphones. It takes just a few lines of code to write learning models, which can then be bundled into apps. The release of Caffe2 is significant.