Sutor Group Intelligence and Advisory
Tech, Strategy, and Marketing Expertise for Quantum Computing, AI, and Emerging Tech
NVIDIA is an American multinational technology company headquartered in Santa Clara, California, known for its GPUs (graphics processing units) and AI computing technology. It plays a significant role in various industries, including gaming, professional visualization, data centers, and automotive technology.
Source: Conversation with Copilot, 9/23/2024
Today’s Brief Commentary: Microsoft made a lot of news this week in the quantum space via its giant marketing and communication machine with the introduction of its Majorana-1 chip. (All the big corporations have giant marketing and communication machines. Cf. Google, IBM, and NVIDIA.) On the same day, they introduced Muse, a generative AI “World…
Today’s Brief Commentary: This week’s big news is that QuEra finally announced its large funding round. They telegraphed this last year by letting people know that Google had given them “a boatload of cash.” Okay, I made that quote up, but the final amount of $230 M from all investors is impressive. Congratulations to the…
Today’s Brief Commentary: I’m writing this at the tail end of my trip to Riyadh, Saudi Arabia, to speak at the huge (> 100,000 people) LEAP / DeepFest 2025 event. It’s been a busy week, and yesterday, I was on the panel “Quantum Leap: The Intersection of Quantum Computing and AI.” Areiel Wolanow moderated, with…
What Happened? On Tuesday, February 4, 2025, AMD announced its financial results for the Q4 2024 quarter and 2024 fiscal year ending December 28, 2024. See its press release for the full details. The Numbers AMD had a strong quarter, with GAAP sequential quarter revenue up 12.3% and year-to-year up 24.2%. GAAP Diluted Earnings Per…
Today’s Brief Commentary: At the Inside Quantum Technologies Quantum + AI conference in October, I gave the talk “Quantum AI: A Quantum Computing Industry Perspective.” In it, I included the following slide: Now, I was joking, sort of, but this notion of combining the two technologies is not new. While I was at IBM…
Today’s Brief Commentary: Welcome to the first newsletter after I announced the formation of my Sutor Group Intelligence and Advisory company last Friday. These newsletters will continue to be free, and I’ll put them on LinkedIn, Substack, and the Sutor Group website. If I had my choice, I would have you subscribe to and read…
Today’s Brief Commentary The word of the day is: Quantum Error Correction (QEC) and Fault Tolerance Okay, maybe that’s longer than one word. The more I dug into the latest quantum news and articles, the more QEC kept coming up. Let’s look at the question, “How should we change our approach to QEC when we…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary The first link today is to an update from The Futurum Group about the advanced semiconductor AI accelerator market. Everything else is about Generative AI. It’s easy to say that GenAI is over-hyped (it is), dominates the…
Commentary and a selection of the most important recent news, articles, and papers about Quantum. Today’s Brief Commentary This last week has been the first of 2025 when the stock prices for public quantum companies have not dominated discussions. That topic is not going away, but we are beginning to see more announcements of solid…
Commentary and a selection of the most important recent news, articles, and papers about Quantum. Today’s Brief Commentary While it sometimes seems that everyone who has heard the term “AI” has started their own Substack newsletter on the topic, we are not quite there with quantum computing. Nevertheless, we appear to be gaining at least…
Commentary and a selection of the most important recent news, articles, and papers about Quantum. Today’s Brief Commentary I’m exhausted from hearing about and discussing the drop in stock prices of quantum companies (and even some that only have “quantum” in their names). Here is my net: these quantum computing stocks were driven up to…
Commentary and a selection of the most important recent news, articles, and papers about Quantum. Today’s Brief Commentary So, maybe quantum computing stocks won’t keep going up forever. Recent comments from Jim Cramer and Jensen Huang have taken the shine off the huge recent increases. It appears that each believes Practical Quantum Advantage is many…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary Welcome to my first newsletter of 2025 focused on topics related to AI. Over the last several weeks, I slowed down my publishing rate for this and the quantum editions to catch my breath. I did not…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary This is my last AI-focused newsletter for 2024. I don’t do roundups of the year’s most significant news and articles because I want to get on with 2025. I will leave those for others. Keep your hype…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary I spent this last week at the Q2B conference in Santa Clara, California, so my mind has focused more on quantum technologies than AI. That’s my excuse for playing catch-up on AI topics in this newsletter edition….
Today’s Brief Commentary I’m writing this on the afternoon of December 10, the first full day of Q2B Silicon Valley in Santa Clara. Today’s news links have a few items from last week, more world leadership, which I have highlighted, and important news from Infleqtion/NVIDIA and Google. Infleqtion has now demonstrated logical qubits via NVIDIA’s…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary Some of you have asked how I build this newsletter with the links and categorization. During the days before publishing an edition, I collect links to articles, papers, newsletters, and web pages on AI and quantum technologies…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary Today’s links give an idea of how AI is being used across the arts, academia, and business. That sounds better than saying they are a bunch of odds and ends as we approach the end of 2024,…
Commentary and a selection of the most important recent news, articles, and papers about Quantum. Today’s Brief Commentary We’ve entered the end-of-year quantum lull period, though we are between the SC24 conference last week and the Q2B Silicon Valley conference during the second week of December. In the United States, the Thanksgiving holiday is Thursday,…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary As is often the case, NVIDIA is the center of attention today in the AI world. The company announced Q3 2024 earnings and other financials on Wednesday. The stock was “only” up 94% from a year ago….