Customer Turned Competitor

In 1963, Ferruccio Lamborghini, a successful tractor manufacturer, visited Enzo Ferrari to address issues with his Ferrari's clutch. Ferrari's dismissive response, “Let me make cars. You stick to making tractors”, fueled Lamborghini's determination to build better sports cars. The rest is history.?

Similar behaviour has been observed in the AI and semiconductor ecosystem, where customers are turning competitors and vice versa. For instance, Microsoft is planning to?develop its own AI chips. With this, Microsoft joins other major cloud computing providers such as GCP and AWS, who are also developing chips for AI training and inference, reducing reliance on NVIDIA’s products and services. But, at the same time, these cloud providers also promote NVIDIA GPUs for their enterprise customers.

This is also known as ‘compete and cooperate’ aka co-opetition with your customers – a well-known model in the tech industry. For instance, chip designer Arm, which is predominantly into selling IP to other chip manufacturers, is now making its own?prototype semiconductor?for mobile devices, laptops and other electronics. This means it directly competes with its customer Qualcomm, MediaTek, and others, alongside selling IP licences to them.?

Meanwhile, Samsung-Qualcomm, also have something similar going on, where Samsung buys the best-in-class chips from Qualcomm, and in return, Qualcomm gives some foundry business to Samsung. Even NVIDIA, for example, cooperates with Intel server CPUs because their GPUs have to work very closely with Intel x86 systems, but at the same time, it competes with Intel in AI and other segments.?

Read the full story here.

The ‘Wolfram’ Surprise?

It’s not every day that one gets to hear the chief of?Wolfram Research?talk about what he has been up to lately. In an exclusive interview with?AIM, Stephen Wolfram spoke at length about how surprised he has been by the success of LLMs. “It surprised us all, including the people who are working on these things. There’s been progressive improvement, but nobody really expected this level of human utility,” he added.

Riding the LLM wave, Wolfram said that they are about to use the symbolic language (Wolfram) to provide a way of using LLM as a component in a larger software stack.

Read:?Decoding the Stephen Wolfram Enigma,?to know more about his favourite language Sanskrit, AGI and more.?

Make Oracle Great Again

In a bid to accelerate supply chain planning, improve operational efficiency, and increase financial accuracy for its customers, Oracle recently announced new AI and automation capabilities on its Oracle Fusion Cloud Applications Suite.?

While Oracle thinks it is leading the AI SCM race for the past two years, the reality is that it is not alone. In November last year, Microsoft announced its?Supply Chain Platform, which would leverage low-code and AI-enabled applications for maximising supply chain data estate investment. In the same month, SAP also?announced?that it is working on business AI, including custom apps for supply chain management. The next month, AWS announced its foray into supply chain management dubbed as the?AWS Supply Chain. So, why is everyone getting into automating SCM??Read to find out.?

Pepperfry Data Science Jobs?

Online furniture and home decor marketplace Pepperfry recently told?AIM?that it is hiring for data science and analytics roles across various experience levels in Mumbai and Bengaluru with an average CTC of?20-25 lakhs per annum.?

So, if you’re looking for a change, here are all the details and expert tips to crack the interview process.?Click here.