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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sean Collett who wrote (74270)	11/15/2023 2:56:24 PM
From: E_K_S	Respond to of 78517

Re: IBM Many do not know that IBM's AI Chip measures better on many metric's than NVDA Ai Chips IBM unveils NorthPole AI chip is 4000x faster than True North, with 8 years in the making IBM Research unveils its first-ever AI-dedicated chip: NorthPole, which the company says is 22x faster than any other offer in the AI chip industry. IBM's new AI accelerator, codenamed NorthPole has one aim: passing the computing performance of the industry leaders and meeting the insatiable demand for all-things AI. IBM is doing something a little different with its new NorthPole AI chip when compared to competitors in NVIDIA, AMD, and others. The NorthPole project's leader, Dharmendra Modha, can see a bright future with the chip architecture being different. IBM Research has said that it is combining inference architectures into the chip itself, which is how Modha can refer to NorthPole as a "human brain". It has efficient CPU interconnectivity with an all-digital architecture that allows for inter-communication being much faster... which is where the dominance in AI processing comes from IBM's new NorthPole chip. One of my High Tech positions in the portfolio. Buys in 2020 & some in early 2023. 15.8 PE and 4.4% div but they do still carry more debt than I would like at 2.2x Debt/Equity IBM +1.5% and back above $150/share