151–160 of 161 posts
'May guarantee' is an oxymoron I've never come across before. Mangled headline. The article title is "Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reports".
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Indeed, Masa has more lives than a cat.
Have you seen his investor presentations? He is no longer building his war chest and is now executing on SoftBank’s 400 year plan Goose value 71 here: https://group.softbank/media/Project/sbg/sbg/pdf/ir/investor...
What a fugly deck filled with nonsense.
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Yes, if this thing ever gets built, it will set a whole bunch of new records. If it doesn't get built, it will still set a bunch of records; some of them probably quite infamous. It is hard to describe the ridiculous scale they are trying to do there. For comparison, typical electrical demand is 17 GW and peaking to 25, with total generation capacity being 30 GW. That includes us-east-2, which is not a small data cen…
I don't believe this permanent jobs number. Companies always inflate them for projects like this to win political concessions.
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The former isn't of interest ti HN, the latter is, because we're current obsessed with the second derivative of hamburgers' growth curve.
May be so, still your quote doesn't make any sense as a reply to my comment. "This article is about nothing". "Well of course it is, they say right on the page they talked to some people".
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I dunno a lot of things said about AI economics sound like an IBM executive making reassuring statements about their terminal/mainframe business before the personal computer took off. Like even if you run it in a datacenter in this scenario, you could do it on a cheap GPU instance in Azure, you still wouldnt need OpenAI or Anthropic specific clouds. >uses 300W of power to do so. There are plenty of people with phat e…
The analogy with IBM mainframe completely ignores Murphy's law which came up and lead to the small and fast chips we have today. But Murphy's law is dead. No future chip will leapfrog easily current chips because we have reached hard phyical limits in chip density and downsizing. Huang's law by Jensen Huang focuses on something else and that is token performance per Watt at scale. Blackwell needs double TDP than Hopp…
>The local chip will never be able to keep up with the data center scaling economics.
Assumes the software has been completely solved.
>Why should you be limited to 1 AI agent? Why can't have you have multiple agents running on multiple devices daily for you?
At some point we cap out the bandwidth of the human to keep up with their mistakes.
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I dunno a lot of things said about AI economics sound like an IBM executive making reassuring statements about their terminal/mainframe business before the personal computer took off. Like even if you run it in a datacenter in this scenario, you could do it on a cheap GPU instance in Azure, you still wouldnt need OpenAI or Anthropic specific clouds. >uses 300W of power to do so. There are plenty of people with phat e…
You're suggesting that if a very good and cheap AI model came out tomorrow everyone would rush out to rent Azure instances to run batch size 1 inference on their model?
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Again, this is how all of economics works. A Toyota dealership arranges a loan for you. Through a bank for a used vehicle, sometimes through Toyota itself for new cars. A house builder will routinely take on part of the loan providing burden to get some of the interest. Even someone selling you their thirty year old house will often provide seller financing. You may have ideological opinions against this, which is fi…
"A Toyota dealership arranges a loan for you. Through a bank for a used vehicle, sometimes through Toyota itself for new cars. A house builder will routinely take on part of the loan providing burden to get some of the interest" Wrong - when you borrow money the bank has instantaneously created money for you with the asset of your future promises of delivery of cash flows. The bank is not using somebody elses money -…
> "bank is not using somebody elses money"
Did I say the bank was using someone else's money?