Reinforcement Pre-Training (RPT) is a new method for training large language models (LLMs) by reframing the standard task of predicting the next token in a sequence as a reasoning problem solved using reinforcement learning (RL). Unlike traditional RL methods for LLMs that need expensive human data or limited annotated data, RPT uses verifiable rewards based …
Azure provides access to a broad ecosystem of LLMs from multiple providers. Microsoft Azure is adding XAI Grok 3.5. The new XAI Grok 3.5 is available on X, Telegram and Microsoft. Here is the full conversation today between Microsoft CEO Satya Nadella and @elonmusk. Elon: "With Grok 3.5, which is about to be released, it's …
AWS and Microsoft are pausing or slowing down the development of data centers, according to a Wells Fargo research note. Several industry sources told Wells Fargo’s analysts team that AWS has “paused a portion of its leading discussions” on colocated data centers. Microsoft capex for the quarter came in at $21.4bn this was $1.2 billion …
AI spending is huge and it is sustainable and has indications that it is profitable spending. Returns are from AI are being seen. The smaller spending from 2 years ago sees a lag in returns but adjusting for lag shows profits. Pascal’s Wager Applied (CEOs Believe in Godlike AI) Invest and AI Succeeds: Huge payoff—competitive …
Nvidia once again beat the quarterly earnings estimate and increased guidance more than expectations. Revenue: $39.3B vs. $38.1B est (+78% YoY) • EPS: $0.89 vs. $0.85 est • Data Center: $35.6B vs $33.5B est (+93% YoY) Guidance • Revenue: $43.0B vs. $42.1B est 🔥 EPS: $0.89 (Beat +6%) Key Highlights: 📈 Data Center Revenue: $35.6B …
Microsoft team behind the recent breakthrough in physics and quantum computing demonstrated by the new Majorana 1 chip, engineered from an entirely new material that has the potential to scale to millions of qubits on a single chip. Microsoft today introduced Majorana 1, the world’s first quantum chip powered by a new Topological Core architecture …
Bloomberg reports OpenAI is in talks to raise a $6.5 billion round at over a $150 billion valuation. They are also talking to banks about a $5 billion credit line. The latest funding round, led by Thrive Capital, gives OpenAI a significantly higher valuation than its $86 billion appraisal earlier this year. Apple and Nvidia …
Microsoft CTO Kevin Scott says that the AI large language models are still exponentially scaling. It takes 6-24 months to reach each successive scaling node but the scaling is still working. AI Inference is becoming larger than AI training. The data for AI training is different than the reference data used by AI to generate …
Bill Gates talks about the inevitability that AI will become more intelligent than humans. Bill Gates has insider access and insight into what OpenAI and Microsoft are doing in AI. He believes the next level is to get to human-like metacognition. We need to go beyond the more trivial reasoning of LLM today. Metacognition is …
ChatRTX is a demo app that lets you personalize a GPT large language model (LLM) connected to your own content—docs, notes, images, or other data. Leveraging retrieval-augmented generation (RAG), TensorRT-LLM, and RTX acceleration, you can query a custom chatbot to quickly get contextually relevant answers. It all runs locally on your Windows RTX PC or …
Bloomerg reported, Apple is near a deal to use ChatGPT features in iOS 18, the iPhone’s next major software update. Apple has held discussions with Google to license the company’s chatbot Gemini. In 2023, Google CEO testified that Google pays Apple 36% of its Safari search revenue. The search engine shares this revenue, which is …