Wednesday, November 23, 2016

Google, Facebook, and Microsoft Are Remaking Themselves Around Artificial Intelligence (GOOG; FB; MSFT)

From Wired, Nov. 21:
Fei-Fei Li is a big deal in the world of AI. As the director of the Artificial Intelligence and Vision labs at Stanford University, she oversaw the creation of ImageNet, a vast database of images designed to accelerate the development of AI that can “see.” And, well, it worked, helping to drive the creation of deep learning systems that can recognize objects, animals, people, and even entire scenes in photos—technology that has become commonplace on the world’s biggest photo-sharing sites. Now, Fei-Fei will help run a brand new AI group inside Google, a move that reflects just how aggressively the world’s biggest tech companies are remaking themselves around this breed of artificial intelligence.

Alongside a former Stanford researcher—Jia Li, who more recently ran research for the social networking service Snapchat—the China-born Fei-Fei will lead a team inside Google’s cloud computing operation, building online services that any coder or company can use to build their own AI. This new Cloud Machine Learning Group is the latest example of AI not only re-shaping the technology that Google uses, but also changing how the company organizes and operates its business.
Google is not alone in this rapid re-orientation. Amazon is building a similar group cloud computing group for AI. Facebook and Twitter have created internal groups akin to Google Brain, the team responsible for infusing the search giant’s own tech with AI. And in recent weeks, Microsoft reorganized much of its operation around its existing machine learning work, creating a new AI and research group under executive vice president Harry Shum, who began his career as a computer vision researcher.

Oren Etzioni, CEO of the not-for-profit Allen Institute for Artificial Intelligence, says that these changes are partly about marketing—efforts to ride the AI hype wave. Google, for example, is focusing public attention on Fei-Fei’s new group because that’s good for the company’s cloud computing business. But Etzioni says this is also part of very real shift inside these companies, with AI poised to play an increasingly large role in our future. “This isn’t just window dressing,” he says.

The New Cloud
Fei-Fei’s group is an effort to solidify Google’s position on a new front in the AI wars. The company is challenging rivals like Amazon, Microsoft, and IBM in building cloud computing services specifically designed for artificial intelligence work. This includes services not just for image recognition, but speech recognition, machine-driven translation, natural language understanding, and more.

Cloud computing doesn’t always get the same attention as consumer apps and phones, but it could come to dominate the balance sheet at these giant companies. Even Amazon and Google, known for their consumer-oriented services, believe that cloud computing could eventually become their primary source of revenue. And in the years to come, AI services will play right into the trend, providing tools that allow of a world of businesses to build machine learning services they couldn’t build on their own. Iddo Gino, CEO of RapidAPI, a company that helps businesses use such services, says they have already reached thousands of developers, with image recognition services leading the way....MORE
Balance sheet?

HT: Reformed Broker