earnings
New models often worse for hallucinating, OpenAI data shows.
A “generational tech transition opportunity in front of us.”
Larry Ellison: "We recently got an order that said ‘we'll take all the capacity you have wherever it is'.
"Anyone can use an ISV to run their business, but that doesn't give them a competitive advantage..."
$5.61 trillion, baby, yeah. But are CIOs just treading water amid price increases?
Training large language models "has gotten to be a very expensive proposition"
But AI "monetization is still in early stages and we're experimenting with it"
Grace Blackwell landing means “it just makes more sense to standardise on Arm”