😺 NVIDIA's WILD day...

PLUS: A chance to win $500!

Welcome, humans.

We just launched a new audience survey to learn more about you (and make sure our content + advertisers aligns with exactly what you’re looking for).

There’s a $500 cash prize for one lucky entrant! All you have to do is click the link here, fill out the survey by 12/4, and you’ll be entered in for a chance to win.

Speaking of “winning”, it looks like the main winner of the pivot to enterprise AI right now is Anthropic. Menlo Ventures just released their State of GenAI in the Enterprise report, and the numbers are pretty wild:

Link goes straight to the report fyi!

You read that right—Anthropic now accounts for 24% of the enterprise AI market, while OpenAI lost 16% share. The corporations are catching on to Claude’s magic…

Building on that enterprise momentum, Anthropic just announced a major partnership with Snowflake, one of the biggest data cloud companies, to bring their Claude AI directly into Snowflake's platform where large companies manage their data.

Your move, OpenAI!

Here’s what you need to know about AI today:

We break down NVIDIA’s wild week.
OpenAI released a teacher's guide to genAI.
Google launched AlphaQubit to fix quantum computing errors.
ChatGPT successfully mimicked 1000 human personalities.

Advertise in The Neuron here.

NVIDIA's seriously having a moment right now, from AI chips to robot brains to WILD earnings…

Remember when NVIDIA just made graphics cards for gamers? Well, you might have missed it with everything else going on, but a few weeks back, NVIDIA became the most valuable company in the world. How? AI, obviously.

The big news this morning is NVIDIA's latest earnings call. As the company powering nearly every major AI project (from ChatGPT to quantum computers), NVIDIA's performance is basically a crystal ball for the entire AI industry.

The numbers are WILD:

Revenue: $35B (up 94% from last year!).
Profit: $20B (more than doubled!).
Data center revenue: $30B (up from just $1.9B in 2020).

Not too shabby for a company that started by helping you play Doom better!

NVIDIA’s revenue growth over time, from this explainer video.

But get this: NVIDIA's stock actually dropped after hours. Why? Because it’s not growing as insanely fast as before.

Uhhh when your stock drops because you only beat expectations by $400M instead of $1B—you MIGHT just be a victim of your own success!

Here's what's driving all this growth—Blackwell, NVIDIA's latest AI chip that's got everyone from Microsoft to Musk begging to buy them…

2.5x faster than its last chip for AI training.
25x more energy efficient.
72 of these get stacked in a server rack for ~$3M a pop.

And what does NVIDIA do with all this computing power? Its powering... pretty much everything:

Microsoft's using them to power ChatGPT.
384 of the world's top supercomputers run on NVIDIA tech.
8 of the top 10 most energy-efficient supercomputers use NVIDIA chips too.

NVIDIA doesn't just make the chips—it builds the tools that make them work:

Weather forecasters are working w/ NVIDIA to predict the climate 500x faster.
Factories use NVIDIA's “digital twins” to test designs virtually before building.
Google's even using NVIDIA software to design quantum computers.

And then there’s the robots: NVIDIA recently announced “Project GR00T”, that’s like a brain for humanoid robots, and it’s working with Boston Dynamics, Figure, and other major robotics companies to help their bots learn and move.

NVIDIA Accelerating the Future of AI & Humanoid Robots

Oh, and if that’s not enough, NVIDIA has their own AI models, too (like Nemotron).

As you can see, NVIDIA is trying to build the foundation for virtually every major tech trend happening right now: AI, quantum computing, robotics, digital twins, weather forecasting... you name it. And by all accounts, they’re crushing it!

P.S. For PC gaming fans—ya, NVIDIA still makes graphics cards. The RTX 5000 series should be coming in December, and rumors say it'll cost... well, A LOT. It’s nothing compared to the $70K price tag for the Blackwell though. But what’s big tech gonna do, NOT buy them?

Oh, and goes without saying, but this isn’t investment advice—do your own research!

FROM OUR PARTNERS

This tech company grew 32,481%

No, it's not Nvidia. It's Mode Mobile, last year's fastest-growing software company according to Deloitte. And you can invest for just $0.25 a share.

Mode’s disruptive “$martphone”, has already helped consumers earn and save $325M+ through simple, everyday use.

That’s led to:

32,481% revenue growth.
A presence in 170+ countries.
Partnerships with Walmart and Best Buy

But with a market worth over $1 trillion, Mode's not stopping there. They've even recently reserved the Nasdaq ticker $MODE.

Invest in Mode before their share price changes tomorrow (and lock in up to 2X bonus stock).

Please read the offering circular at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A Offering. A reservation of the ticker symbol is not a guarantee that we will be listed on the NASDAQ. Any IPO timing is unknown, general steps to be accepted have not been undertaken at this point, and that listing is not guaranteed.

Treats To Try.

*Attention listens to your calls in real-time and helps you find relevant data when they’re over—you can even go back and watch the relevant sections. Attention can do more, too—book a demo and try it out for yourself here.
Speaking of NVIDIA…BioNeMo lets researchers train AI models for drug discovery and molecular design - and it's now open source.
WhaleSync creates two-way data sharing between your favorite apps, so when you update a lead in your CRM it automatically updates in your spreadsheet (and vice versa)—there’s also Dokko, which sorta does the same thing.
Lightscreen screens engineering candidates through voice-based coding interviews that catch cheaters and evaluate real problem-solving skills (demo).
BetterBugs is a Chrome extension that captures your screen, your logs, and the last 2 minutes of activity to help you create detailed bug reports in seconds.
Ply turns boring forms into smart conversations that show customers their orders and tickets while they type (bonus points: their launch video is funny).
Image to Prompt uses any image you upload as a reference to generate a detailed prompt for image generators (Midjourney, Stable Diffusion, FLUX, etc).
Yes or No AI Tarot is a bot that answers yes or no questions using Tarot cards that you pull while you ask your question—definitely fun to try!
MacPet isn’t AI, but it IS an adorable 8-bit style cat that sits on your mac menu bar and helps you track productivity…so we had to include it!

See our top 51 AI Tools for Business here!

*This is sponsored content. Advertise in The Neuron here.

Around the Horn.

Microsoft Is Betting Big On AI. Company Insiders Have Serious Doubts. | Business Insider

OpenAI released a “teachers guide” to genAI in partnership with Common Sense Education—this comes a week or so after it released its student’s guide.
Google released AlphaQubit, an AI that “decodes” quantum errors in order to help correct them; right now, quantum computers have error rates between 1-10% per operation, so any improvements here is huge.
Researchers were able to use ChatGPT 4o to convincingly replicate the personalities and behaviors of 1000 people.

Thursday Trivia

One is a real, and one is AI. Which is which? (vote below!)

Which is AI?

The answer is below, but place your vote to see how your guess compares to everyone else (no cheating now!)

Here are the results from last week’s trivia (B was AI):

That’s two for the robots, and two for the humans, for those keeping score!

Heres’ what you said:

A.A. chose A: “The thumb looks real. The dashboard looks like it could be easily faked.”
D.K. chose A: “The finger in image 2 gives it away”
D.W. chose B: “A had focus/sharpness issues, B did not. I tend to find the more polished the image the more likely it is to be AI.”