Gary Longsine’s Post

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Collaborate • Deliver • Iterate. 📱

There's a lot going on here. 1. Mathematica / Wolfram Alpha: The system generating this plot is pretty amazing. 2. Economics: If you watch this time sequence plot closely, you might notice that there's an un-captioned inflection point from about 2017 to 2019 where Intel's stock price increases pretty rapidly. Why? Who knows. If you keep watching, it turns out that the overall growth in the dynamic system is so great that this inflection point winds up being flat (irrelevant, and not even really visible) as you scale out to see the overall timeline from the scale of today). (cc: Michael Patmas, MD, FACP I think you would find this data visualization to be interesting! It's a fantastic demonstration of the power of almost-exponential growth, analogous to the spread of a virus.) 3. Wall Street funded startups: Lots of people anticipated this growth. So many that there were (I stopped counting) at least 25 and possibly as many as 50 funded startups (in the western world not only in USA, there have been a couple in Israel for example) within the past 5 years that were funded for the purpose of designing neural network acceleration chips designs. 4. Fortune 500: That 👆🏼 doesn't even count the efforts ongoing within Intel (more than one), IBM (maybe only one, but it keeps getting renamed so it's hard to count them), Tesla, Google, Amazon, Facebook, and Apple, as well as at least a couple (how many?) in China. 5. Apple: The company doesn't talk much about AI and it's been flying under the radar. If you add up the square meters of silicon (or number of transistors) dedicated to the Neural Engine in all the A-series and M-series processors that Apple has shipped A-11 (2017) through A-17, and M1 (2022), M2, and M3, how does that compare with NVIDIA? Over that period, Apple has shipped about 500 million devices which include the Neural Engine AI-accelerator in the integrated CPU. NVIDIA shipped about 7 million GPUs, total, per quarter (it varies surprisingly much from quarter to quarter), many of which are used for gaming PCs rather than AI. If one could find data about how many A100 and H100 GPUs have been sold, and then adjust by the transistor count, one could get a pretty good idea. I suspect that Apple have a lot more transistors out in the world running AI software right now, than NVIDIA. #ai #NeuralEngine #H100 #A100

View profile for Vitaliy Kaurov, graphic

Director of Engagement | Chief Editor @ Wolfram Staff Picks | Physicist

Cool data-viz by James Eagle: NVIDIA soaring due to AI boom. Remarkably, only ONE LINE of CODE reproduces the key info. Often the essence of beauty is a 1-liner in Wolfram. Let's see... A few more lines and interactive app is deployed to your webpage. 🔴 https://wolfr.am/1kuohpVrp The starting core ONE-LINER code that plots the key info: 🔴 DateListPlot[SemanticInterpretation["NVIDIA vs INTEL market cap since 2014"]] Try it in Wolfram, it gets you a nice initial static plot. But what is happening here? Lets dissect. This is a natural language query: query = "NVIDIA vs INTEL market cap since 2014" Wolfram Language understands natural English (with SemanticInterpretation[]) and gets you time series of curated data of market capitalization from Wolfram|Alpha servers. So you do not need to search for data and import them. With a few more functions you can make these data quite efficient: data = QuantityMagnitude@ TemporalData@ SemanticInterpretation[query]; Now in a stunningly short code you create a complete interactive application: app = Manipulate[DateListPlot[TimeSeriesWindow[data, {"2014", Now - Quantity[TIME, "Years"]}]],{TIME,0,10}] The code is easily readable. Manipulate[] is the function that automatically creates an interface around a given interactive parameter TIME -- you do not need to code interface. I prettified it a bit and deployed to a public website simply as CloudPublish[app] Seems almost like magic. But it's simply intelligent tech. How much time and code would you need in your language of choice to make something like that? Let me know in the comments. This result might seem a bit basic / slowish (original video here is quite fancy), but in just a few minutes I built a web app with easily upgradable interface (beyond video) and it got algorithmic kernel *computing* things on the backend, a scalable framework for advanced scientific applications. Function AnimationVideo[] can also turn this code into a video. And you can make it look fancier with options PlotTheme->"Marketing", etc. But all this is NOT to take away from the beautiful storytelling of the original video by James Eagle. Check out his work, it's splendid: https://lnkd.in/ei7vhUSc #science #tech #technology #education #computation #programing #code #video #graphics #DataViz #illustration #Wolfram #design #discovery #app #application #deployment #knowledge #language #india #innovation #intelligence #ai #nvidia #intel #development #automation #market #capital #chip #manufacturing

Alok Mehta

Angel Investor / Investor to Buy profitable businesses/ Business Consultant for Scaling up Profitably / Turn arounds

10mo

Gary Longsine it's been a build up of few who started a long time back before the hype hit the news Question is will their head start to invest In hard ware n then LLMs lead to commercial use cases of GenAi deployed across businesses that generate revenue for all the investment done? Or will it remain at embedded level - enhancing experience as a feature enabling better input / output only?

Michael Patmas, MD, FACP

Board Certified Internal Medicine physician. Physician Executive. PSIA Certified Level 3 Ski Instructor, PADI Certified Master Scuba Diver and Divemaster.

10mo

wow!

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