Shareholders want capital gains, not dividends, because dividends attract a higher tax rate. If they started paying huge dividends savvy investors might look elsewhere. The implication is that NVidia wants to be seen as the best place to put your money. If they're paying a dividend it means they can't use it to increase their own profits.
Recent model released a couple of weeks ago. "Mixture of Experts (MoE) architecture, it selectively activates only 11B of its 196B parameters per token". Beats Kimi K2.5 and GLM 4.7 on more benchmarks than it loses to them.
Edit: there are 4 bit quants that can be run on an 128GB machine like a GB10 [1], AI Max+ 395, or mac studio.
> Beats Kimi K2.5 and GLM 4.7 on more benchmarks than it loses to them.
Does this really mean anything? I for example, tend to ignore certain benchmarks that are focused towards agentic tasks because that is not my use case. Instruction following, long context reasoning and non-hallucinations has more weight to me.
Looks like Berkeshire Hathaway is one way to invest in US shares ex-AI. Except for their smallish holding in Google, they now don't own the big AI spenders, whose shares have risen so much in the past year.
I guess they don't see value in Amazon shares any more. AI spend will probably hit their aws profits.
Note that the listing of shares they own doesn't include the companies that are subsidiaries. Like Geico and other insurance companies, BNSF Railway, Berkshire Hathaway Energy, etc.
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