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Business Models of the Foundation Labs

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This week we explore the semiconductor industry as an important supplier to the foundation labs. On our reading this week, we will focus on the Nvidia annual report along with reading some earlier materials to help give a sense of historical perspective.

AI and Compute (2018)

https://openai.com/index/ai-and-compute/

Compute Trends Across Three Eras of Machine Learning (2022)

https://arxiv.org/pdf/2202.05924

Nvidia Annual Report (2024)

https://s201.q4cdn.com/141608511/files/doc_financials/2024/ar/NVIDIA-2024-Annual-Report.pdf

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Presented by
Edge
22 Went