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Enterprise Hardware Segment To Drive Sales As AI Takes Over

Published
25 Jul 23
Updated
21 Oct 24
Bailey's Fair Value
US$141.74
43.1% overvalued intrinsic discount
21 Oct
US$202.89
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1Y
49.8%
7D
8.9%

Author's Valuation

US$141.7443.1% overvalued intrinsic discount

Bailey's Fair Value

Shared on 21 Oct 24

Enterprise Hardware Segment To Drive Sales As AI Takes Over

The Latest on Nvidia's NVLM 1.0 Nvidia has recently unveiled NVLM 1.0, a family of open-source multimodal large language models (MLLMs) designed to compete with leading proprietary systems like OpenAI's GPT-4 and open-source models such as Meta's Llama 3.1. The flagship model, NVLM-D-72B , boasts 72 billion parameters and demonstrates similar performance to both proprietary and open-source competitors across both vision and language tasks. For those of you who are a bit more technologically inclined, there are a few key features that make NVLM quite interesting: The model offers three architectural options - Decoder-only, Cross-attention, and Hybrid models - to optimize for different tasks, improving both training efficiency and multimodal reasoning.