“One factor behind the swing-back of the (tech) pendulum has been a shift in demand from training #LLMs to running queries against them (known as inference). CPUs play an important role in managing inference, for instance loading an #AIModel and managing the output.

The latest evidence of this has come from the surprisingly strong #CPU demand reported this week by #ARM and AMD, further lifting both company’s stocks. #AMD said it now expects compound growth of 35 per cent from CPU sales over the next few years, roughly double what it predicted only six months ago.

#OldIT could get an even bigger lift from the wider use of #AIAgents. As agents take on more of the work previously done by humans, tech executives like #Nvidia chief executive Jensen Huang claim they will use the same #DigitalTools — essentially, the online #software applications that already play a big part in how work gets done.”

<https://archive.md/Y7ggL> / (paywall) <https://ft.com/content/ab98a916-aa70-4fa8-bde6-46dea3175095>

20-something at work asked how long I'd been at the company.

"4 years"

Why???

Everyone laughed - he's Dutch and apparently does that to everyone. He's sure that this, the first company he's worked at, is Doing Everything Wrong. The naivete of youth..

Further asked how old I was, and I told him 52 (in about two weeks, so close enough)

"Strange. My Dad is 53, but you give off a young energy, joke around, etc"

"53? He's an old man. I joke around but then complain about my knee."

#OldIT