FOD#17: The Week of Impressive Numbers and the GPU-Rich vs. GPU-Poor Narrative

AI companies, unfazed, continue to deliver increasingly sophisticated versions and to work on research that propels the industry forward.

Today’s edition is largely about numbers. After the Q2 earnings results and some new, impressive funding rounds, the question that percolates is: where are we in the AI cycle? AI companies, unfazed, continue to deliver increasingly sophisticated versions and work on research that propels the industry forward.

In terms of numbers, the standout performers …