Booking.com NVIDIA’s growth is an index on the growth of AI. “Compute revenue grew more than 5x and networking revenue more than 3x from last year.” Data center revenue totaled $26b, with about 45% from the major clouds ($13b). These

Booking.com For the past few days, I’ve been using the Mac ChatGPT app OpenAI demonstrated last Monday. It’s unquestionably the future of human-computer interaction. Conversing with a computer is much more natural than typing. Imagine speaking t a colleague with

Booking.com Ramp published its quarterly spending trends & revealed how businesses are spending on AI. There are many great data points that underscore the growth in AI but there are important nuances in the patterns. First, AI growth rates across

Booking.com On Thursday May 30th at 9:30 Pacific time, Office Hours will host Benn Stancil. Benn co-founded Mode, a analytics platform acquired by ThoughtSpot. He writes about the future of data & analytics on his blog & asks deep questions

Booking.com The Theory AI Index of publicly traded companies continue to outperform more classical software companies since we published the index earlier this year. In addition to the delta in absolute multiple, is there a difference in the factors that

Booking.com When a person asks a question of an LLM, the LLM responds. But there’s a good chance of an some error in the answer. Depending on the model or the question, it could be a 10% chance or 20%