Thursday 18th August 2016
Most Active Investors in Artificial Intelligence
1 – Intel (NASDAQ:INTC)
2 – Google (NASDAQ: GOOGL)
3 – GE (NYSE: GE)
4 – Samsung (005930.KS)
Artificial intelligence dealmaking has exploded recently, leaping to a new quarterly record of over 140 deals in Q1’16.
1 – Intel Capital is the most active corporate investor on our list, having backed over a dozen separate unique AI-based companies, including healthcare startup Lumiata, machine-learning platform DataRobot, and imaging startup Perfant Technology.
2 – Google Ventures, which backed over 10 unique companies, ranked second as an active investor in AI. Google is also a major acquirer of AI startups.
Wednesday 30th November 2016
Moore’s Law is Now in NVIDIA’s Hands
- We’ll soon see the power of computing increase way more than any other period. There will be trillions of products with tiny neural networks inside. – Jen-Hsun Huang, CEO of NVIDIA
Intel has long ago ceded leadership for Moore’s Law. And so, understandably, they have trumpeted the end of Moore’s Law for many years. To me, it sounds a lot like Larry Ellison’s OpEd declaring the end of innovation in enterprise software, just before cloud computing and SaaS took off. In both cases, the giants missed the organic innovation bubbling up all around them.
For the past seven years, it has not been Intel but NVIDIA that has pushed the frontier of Moore’s processor performance/price curve.
For a 2016 data point, consider the NVIDIA Titan GTX. It offers 10^13 FLOPS per $1K (11 trillion calculations per second for $1,200 list price), and is the workhorse for deep learning and scientific supercomputing today. And they are sampling much more powerful systems that should be shipping soon. The fine-grained parallel compute architecture of a GPU maps better to the needs of deep learning than a CPU.
There is a poetic beauty to the computational similarity of a processor optimized for graphics processing and the computational needs of a sensory cortex, as commonly seen in neural networks today.
I was going to update the Kurzweil Curve (the meaningful version of Moore’s Law) to include the latest data points, and found that he was doing the same thing.
Here is the preliminary version. The 7 most recent data points are all NVIDIA, with CPU architectures dominating the prior 30 years:
It’s what gives us hope for the future and I think it’s the most important thing ever graphed.
Here is the prior version
Moore’s Law is now in NVIDIA’s hands. Consider the GTX Titan X for 2016. 11 TFLOPS for $1,200. That would be on the order of 10^13 for the far right side of the graph, perfectly on the line.