The Chip Wars and Other Developments

Episode 14 published 11/19/2023

Listen Now (29.37 minutes)

This week we talk about the Chip Wars, HBM memory, develolpments in China, Microsoft Semantic Kernel, crazy uncle Elon, Github, and "This week in hallucinations."

Super Intelligence (Book)
https://www.amazon.com/Superintelligence-Dangers-Strategies-Nick-Bostrom/dp/0199678111/

The Age of Spriitual Machines (Book)
https://www.amazon.com/Age-Spiritual-Machines-Computers-Intelligence/dp/0670882178/

AGI Artificial General Intelligence
https://en.wikipedia.org/wiki/Artificial_general_intelligence

NVIDIA: GPU Supply Issues Involve Packaging, Not Chip Wafers
https://www.tomshardware.com/news/nvidia-gpu-supply-packaging-chip-wafers

Elon Musk "GPUs are harder to buy than Drugs"
https://www.youtube.com/watch?app=desktop&v=nxbZVH9kLao

HBM High Bandwidth Memory
https://en.wikipedia.org/wiki/High_Bandwidth_Memory

SK hynix Develops Industry’s First 12-Layer HBM3, Provides Samples to Customers
https://news.skhynix.com/sk-hynix-develops-industrys-first-12-layer-hbm3/

(Video) Behind the Scenes: Scaling ChatGPT
https://youtu.be/PeKMEXUrlq4?si=tU1SGvk1vKDrzyoo

ChatGPT Cancels Subscriptions due to Usage
https://tech.co/news/openai-stops-new-chatgpt-plus-subscriptions#:~:text=Too%20Much%20Interest%20in%20ChatGPT,based%20on%20its%20new%20abilities

Nvidia unveils H200, its newest high-end chip for training AI models
https://www.cnbc.com/2023/11/13/nvidia-unveils-h200-its-newest-high-end-chip-for-training-ai-models.html

U.S. in game of "catch me if you can" with Nvidia on rules, state-controlled China newspaper says
https://www.reuters.com/technology/us-game-catch-me-if-you-can-with-nvidia-rules-china-media-2023-11-11/

Microsoft announces custom AI chip that could compete with Nvidia
https://www.cnbc.com/2023/11/15/microsoft-reveals-maia-ai-processor-and-cobalt-arm-based-chip.html

Measuring Hallucinations in RAG Systems
https://vectara.com/measuring-hallucinations-in-rag-systems/

Musk says X subscribers will get early access to xAI’s chatbot, Grok
https://techcrunch.com/2023/11/03/musk-says-twitter-subscribers-will-get-early-access-to-xais-chatbot-grok/

The Inflection Point of Large Language Models with Grant Barrett
https://www.dotnetrocks.com/details/1836

Anime Rock, Paper Scisors (YouTube)
https://www.youtube.com/watch?v=GVT3WUa-48Y

Did We Just Change Animation Forever? (YouTube)
https://www.youtube.com/watch?v=_9LX9HSQkWo

Turn drawings into code with GPT-4 Vision (Tweet)
https://twitter.com/LinusEkenstam/status/1725073435951534143

LangChain Expands Collaboration with Microsoft
https://blog.langchain.dev/langchain-expands-collaboration-with-microsoft/

Microsoft Semantic Kernel
https://devblogs.microsoft.com/semantic-kernel/

Github Copilot transforms GitHub into the AI-powered developer platform
https://github.blog/2023-11-08-universe-2023-copilot-transforms-github-into-the-ai-powered-developer-platform/

Github Copilot Workspace
https://githubnext.com/projects/copilot-workspace/


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