Is Modern AI The Legacy Of Quake? This Machine Learning Expert Thinks So
Portfolio Pulse from Rounak Jain
Andriy Burkov, Gartner's former machine learning chief, credits the 1996 game Quake for making modern AI possible by being the first 3D first-person shooter to benefit from GPU technology. This early use of GPUs paved the way for their current role in powering AI, impacting companies like Nvidia Corp. (NVDA) and Advanced Micro Devices (AMD), which produce GPUs. Bill Gates also acknowledges AI's potential to drive innovation.
January 02, 2024 | 9:58 am
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Microsoft Corp., mentioned by Bill Gates in relation to AI's potential, is tangentially connected to the discussion of AI's growth and its reliance on GPU technology, which may have a neutral impact on MSFT stock.
While the article mentions Bill Gates' positive outlook on AI, it does not directly link Microsoft's business to the GPU technology discussed. Therefore, the impact on MSFT stock is likely neutral in the short term, as the article does not provide new or specific information about Microsoft's involvement in AI.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 50
POSITIVE IMPACT
Advanced Micro Devices, like Nvidia, benefits from the historical significance of GPUs in gaming and AI development, as highlighted by Quake's use of GPU technology, which could positively impact AMD's stock.
As a GPU producer, AMD is implicated in the narrative that GPUs, popularized in part by games like Quake, are now critical for AI. This connection may enhance investor confidence in AMD's position in the AI market, potentially leading to a short-term uptick in AMD's stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Nvidia Corp. is recognized for its role in the development of GPUs, which are now essential for AI, with Quake's early adoption of GPU technology highlighting the company's long-term influence on the industry.
The article suggests that the early adoption of GPUs in gaming, as seen with Quake, has been instrumental in the development of modern AI, which is a key market for Nvidia. This historical context could positively influence investor perception of Nvidia's role in AI, potentially boosting NVDA's stock in the short term.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80