Earlier quoted context omitted.
I'm sorry, but did you ask ChatGPT or another LLM to critique this article?
So are we just disallowing multi-paragraph comments now?
If it's fully AI generated, perhaps add a disclaimer to it?
NVIDIA frenemy relation with OpenAI and Oracle
41–50 of 180 posts
Re: NVIDIA frenemy relation with OpenAI and Oracle
#42Re: NVIDIA frenemy relation with OpenAI and Oracle
#43Isn't circular funding how the entire economy works?
I can see how you could make an argument that this particular ouroboros has an insufficient loop area to sustain itself, or more significantly, lacks connection to the rest of the economy, but money has to flow in circles/cycles or it doesn't work at all.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#44The critiques of 'circular funding' don't really make sense to me. If you invest 20 billion and you get back 20 billion, your profit is the same. Sure your revenues look higher but investors have access to all that information and should be taking that into account, just like all the other financial data. Michael Burry is betting against AI growth translating into real profits as a whole, not the circular funding.
Nvidia could have invested elsewhere, but they’re doubling down on AI.
Their shares have been tanking for a month, even after a very good earnings report, so perhaps the market seeks a little more diversity?
Re: NVIDIA frenemy relation with OpenAI and Oracle
#45[flagged]
I'm sorry, but did you ask ChatGPT or another LLM to critique this article?
If you think this comment was not written by the account holder or that account sales are occurring, please do as asked by the guidelines in such cases and contact the mods to report that, instead of posting about it in a discussion.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#46Re: NVIDIA frenemy relation with OpenAI and Oracle
#47The critiques of 'circular funding' don't really make sense to me. If you invest 20 billion and you get back 20 billion, your profit is the same. Sure your revenues look higher but investors have access to all that information and should be taking that into account, just like all the other financial data. Michael Burry is betting against AI growth translating into real profits as a whole, not the circular funding.
if you invest 20 and get 20 then you got 0% profit
Why would you say that? If take cash and buy an asset I haven't lost money.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#48> However, Groq’s architecture relies on SRAM (Static RAM). Since SRAM is typically built in logic fabs (like TSMC) alongside the processors themselves, it theoretically shouldn't face the same supply chain crunch as HBM.
>
> Looking at all those pieces, I feel Oracle should seriously look into buying Groq.
I don't see why. Graphcore bet on SRAM and that backfired because unless you go for insane wafer scale integration like Cerebras, you don't remotely get enough memory for modern LLMs. Graphcore's chip only got to 900MB (which is both a crazy amount and not remotely enough). They've pivoted to DRAM.
You could make an argument for buying Cerebras I guess, but even at 3x the price, DRAM is just so much more cost effective than SRAM I don't see how it can make any sense for LLMs.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#49Earlier quoted context omitted.
I'm sorry, but did you ask ChatGPT or another LLM to critique this article?
It was a straightforward critique of the article’s claims
Given the lack of denial to the straightforward question, you're probably safe in reading this as "yes it was indeed AI generated".
Re: NVIDIA frenemy relation with OpenAI and Oracle
#50My god, this article and half the comments here seem like they came from AI.
Dead internet much?