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Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

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Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#331

Post by fspeech »

Blammar wrote: post #115
TheAlchemist wrote: post #16

Earlier quoted context omitted.

Well, stock price is not a good short term indicator about Nvidia developments, nor any company for that matter. Nvidia is doing a very good job. That being said, their stock is absolutely and hilariously overvalued.

NVDA's forward PE is ~37, about what it has been for the past ~5 years I've been tracking that. So it's not overpriced based on that metric. If you're convinced the stock is that overvalued, go short some or, if you like to live dangerously, buy some long-term put options (don't be an idiot and buy short-term options.) I have no idea if NVDA is like Cisco Systems in 2000, or if it's something unique. What I am aware…

"What I am aware of is that there's around 5-7 trillion that were moved from stocks to t-bills since the Fed raised rates in March 2022."

This doesn't make much financial sense. Since every T-Bill is held by someone the amount of T-Bill outstanding is completely determined by government issuance. And since the amount of T-Bill outstanding will only grow over time, no "money" will ever flow out of it. Now if you narrow you inclusion of T-Bill holders to a specific group of people the amount this group holds could certainly go up and down over time. But then I wonder how you know this group sold stocks to buy T-Bills, and why this is more significant than the action of their counterparties: every share they sold was bought by someone else after all.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#333

Post by greggsy »

kcb wrote: post #103
greggsy wrote: post #98

Earlier quoted context omitted.

Tbh, Ubuntu’s only pull is the support and breadth of users. As a desktop, it’s let down by Unity, which IMHO is basically a port of Windows 8 tablet UI. If they defaulted back to a menu and taskbar-based WM, it might actually be more approachable to users who are more familiar with macOS and Windows.

Main Ubuntu hasn't shipped with Unity for like 7 years.

Oops, I meant GDM, which changed from a taskbar-based menu to a full-screen touch menu sometime in the past 5-10 years.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#334

Post by lewhoo »

nojvek wrote: post #321
lewhoo wrote: post #299

Earlier quoted context omitted.

Is this indeed established ? Could you provide a link or three ?

https://avidml.org/blog/llm-privacy-plaigarism/ https://moreisdifferent.blog/p/weird-properties-of-large-lan... https://www.sarus.tech/post/llms-have-become-excellent-at-me...

Thank you. That's certainly interesting.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#335

Post by heromal »

blagie wrote: post #300
fragmede wrote: post #286

Earlier quoted context omitted.

Eh I mean Google moved GCP's revenue around because Microsoft was doing that to make Azure look bigger than GCP. If you can't beat em, join em. Google's got long term contracts with a lot of companies and the government, so GCP isn't going to shut down anytime soon. Their consumer products division has problems with product longevy, but we're not paying them corporation level money or signing serious contracts when b…

Having been down this road a few times, this: > What I've heard is Azure is a pain in the ass, and things take three times as long to set up there, for some reason. Doesn't matter. The cost here is a rounding error. What does matter is something like this: https://developer.chrome.com/docs/extensions/develop/migrate... https://workspaceupdates.googleblog.com/2021/05/Google-Docs-... https://workspace.google.com/blog/p…

Name one product that was killed by Google while they had an agreement with the US government not to. Who cares about random, unprofitable products like Google+ rightfully being shuttered? There is no killedbyapple because they barely take risks on products, especially software products.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#336

Post by incrudible »

sitkack wrote: post #312
incrudible wrote: post #249

Earlier quoted context omitted.

Just because they are a target doesn’t mean things just work. Historically, AMD hardware for GPGPU becomes obsolete well before the software landscape catches up. I am not going to risk my time and money finding out whether history repeats itself, just for a few potential FLOPS per dollar.

Don't disagree, but it is is nuts how AMD is leaving billions on the table by not finishing the project by writing the software.

Even if they finished it yesterday, it would take years to convince everyone that this time it will be worth investing in AMD, at which point the whole datacenter AI hype may already be over.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#337

Post by 1oooqooq »

bpye wrote: post #218
maximus-decimus wrote: post #177

Earlier quoted context omitted.

"For only 100$ a month, you'll be able to turn on the gpu you already paid for" --Nvidia, pretty soon

This is sort of already a reality. Their vGPU functionality (partitioning a single physical GPU into multiple virtual GPUs) is already separately licensed - https://www.nvidia.com/en-us/data-center/buy-grid/ And that's once you've bought an expensive Tesla/Quadro GPU too.

good. that only impact disgusting cloud providers who are hoarding all hardware everywhere.

no sympathy for them.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#339

Post by sitkack »

incrudible wrote: post #336
sitkack wrote: post #312

Earlier quoted context omitted.

Don't disagree, but it is is nuts how AMD is leaving billions on the table by not finishing the project by writing the software.

Even if they finished it yesterday, it would take years to convince everyone that this time it will be worth investing in AMD, at which point the whole datacenter AI hype may already be over.

The AI hype will not end. AMD just has to support transformers. OSS is already building it, at which point you can finetune an open weights model on an MI300. Nvidia is in the same place that Cisco and Sun were during the dot.com boom. People are just buying the mainstream think that works. It doesn't take years, it takes an accountant.

Re: Nvidia CEO Jensen Huang announces new AI chips: ‘We need bigger GPUs’

#340

Post by dogma1138 »

dheera wrote: post #323
dogma1138 wrote: post #318

Earlier quoted context omitted.

ZLUDA ate the dust not because they implemented CUDA but because they were misusing complied NVIDIA libraries. If it was a clean room implementation of the API NVIDIA wouldn’t care. Heck that’s exactly what AMD did with HIP. But what you cannot do is essentially intercept calls to and reverse engineer NVIDIA binaries in real time because you can’t be arsed to build your own.

> But what you cannot do is essentially intercept calls to and reverse engineer NVIDIA binaries in real time because you can’t be arsed to build your own. And this is precisely what anti-trust ligitation would allow them to do. Preventing someone from reverse-engineering a product with the sole intention of maintaining monopoly status may be seen as anti-competitive. AMD makes really, really good CPUs now, but only a…

They didn’t RE the CUDA API, they reused libraries like cudnn that’s a completely different case than say Oracle vs Google.

What ZULDA did wasn’t to maintain a compatibility with the CUDA API and provided an open implementation of it but rather use all the CUDA based libraries that NVIDIA provided on top of it.

The equivalence again would be that not only Google implemented their own Java compatible API but rather that they used the now Oracle owned JVM to do so and redistributed it.

AMD already implemented CUDA essentially one to one in the form of HIP in ROCm. The issue that they face is that they don't have all the equivalent middleware to make copy pasting code actually work and this was what ZULDA did but instead of building a HIPdnn they just reused NVIDIA binaries.

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