Moderating as there is no news
0.064317
Relative Brier Score
174
Forecasts
24
Upvotes
Forecasting Calendar
Past Week | Past Month | Past Year | This Season | All Time | |
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Forecasts | 6 | 18 | 318 | 174 | 1167 |
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Upvotes on Comments By This User | 0 | 0 | 35 | 24 | 234 |
Definitions |
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Agree with other forecasters on a continued growth trajectory for the Americas for next year - the segments forecasted to grow faster, integrated circuits and memory, are mostly related to the AI boom for which the Americas are relatively well positioned.
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If MS has this situation with Azure - GPT4, something similar could be said for its AI Lab:
In this case, OpenAI, a startup with no sales quota, is more comfortable leaving a market for non-revenue reasons, including national security as mentioned earlier. Microsoft, which currently has five Azure regions in China, can hardly do the same. Here’s Kevin Xu:
As a massive global organization where every region carries an ambitious sales quota, Microsoft’s Azure team saw OpenAI’s exit in China as not a signal to do the same, but an opportunity (at least in the short term) to gain revenue and fill that quota.
https://www.chinatalk.media/p/openai-pulls-the-plug-on-china
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upping slightly again. Interesting article that signals US pressure as a major reason for sour relations:
A rift with Washington over Iraq’s ties to Iran, were a rift to occur, could lead Iraq back to isolation within the Arab camp. Iraq expects to take a large step in its reintegration into the Arab world by hosting the next Arab summit in the spring of 2025, after the Arab League approved Baghdad’s bid to host the event.
IntelBrief: Baghdad Works Through a Multiplicity of Challenges
https://thesoufancenter.org/intelbrief-2024-july-16/
Market downturn today has affected NVDIA more than other leaders such as Apple. AI demand in the end-market remains a long goal.