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Enterprise Hardware Segment To Drive Sales As AI Takes Over

Published
25 Jul 23
Updated
22 Oct 24
Bailey's Fair Value
US$141.74
28.2% overvalued intrinsic discount
22 Oct
US$181.77
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1Y
41.7%
7D
3.5%

Author's Valuation

US$141.7

28.2% overvalued intrinsic discount

Bailey's Fair Value

Shared on21 Oct 24

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.