Live data from Hacker News

OpenAI Jalapeño: Better than Nvidia Blackwell

newsletter.semianalysis.com

131–140 of 389 posts

Re: OpenAI Jalapeño: Better than Nvidia Blackwell

#131

I hadn't seen the token/Joules comparison with human speech before. Humans are still 22x more efficient, which is not that far considering the rate of progress in this area.

At just inference! Which both a human and a model can not do without training, but while training rounds to zero for the model, for humans it scales linearly.

I am relatively certain we have already squarely been beaten in net efficiency at scale.

Re: OpenAI Jalapeño: Better than Nvidia Blackwell

#132
post #123

These nascent inference chip efforts are reminding me of the early 3dfx / riva / mach / powervr days. Will be interesting to see if inference chips are here to stay and, if so, who the eventual dominant player(s) will be

Which in turn reminds me of Soundblaster audio cards! I suspect inference chips are closer to the GPU story than the Soundblaster story though. I remember one soundblaster card I bought came with a Lara Croft demo, that exploited the incredible immersion of real time dynamic reverb. Genuinely I think game audio took a few steps back from that heady era, the innovation in audio likely didn't sell as many cards as grap…

EAX was very powerful in its heyday, but it has died because of a thousand cuts.

First we had to have the audio processor. Good EAX was available on top of the line cards, and they were not always cheap. Lower end chips got less features.

Then we had to have the speaker setup to have the greatest sound, or needed to get a real 5.1 headphones, which were bulky and never provided the same fidelity.

Then Microsoft changed the Windows driver model, cutting the driver's direct access to the card. All of the timing sensitive effects were gone in an instant. I remember installing the new drivers and getting literally nothing. Sound Blaster was the only card with an hardware mixer, and Microsoft didn't feel like enabling them. Mixing at the DirectX layer killed the cards.

Soundblaster's very closed stance didn't help them either. None of the cards after Audigy2 worked with Linux when I had my desktop system.

After my Audigy2ZS, I moved to Asus Xonar D2X. Its positional audio capabilities were nice, but I mostly bought it for its Linux support and sound quality, and that was top notch in that regards.

Then sound cards became commodity. Everybody stopped making good cards. Musicians moved to audio interfaces, audiophiles moved to DACs.

Just looked to the SoundBlaster website. Internal cards are very limited. One DAC, one DTS enabled 7.1 sound card for PC cinema systems, three game oriented lower end cards, nothing else.

Re: OpenAI Jalapeño: Better than Nvidia Blackwell

#133
post #15

Earlier quoted context omitted.

There is just so much downward pressure on token price, from every direction. We would need a completely new understanding of economics to explain why the price shouldn’t go down. Or market collusion/regulatory manipulation.

The price has been going down for ages, its not clear what you are pointing at

At the price going down? And that it will continue to go down, even if the hardware improvements stop. Not sure what isn’t clear

Re: OpenAI Jalapeño: Better than Nvidia Blackwell

#134

Earlier quoted context omitted.

If it's trying to convert it to italics, you may have to use a backslash to escape them

Or double them up: s****** gives s***.

I like that to type s****** you had to type s************.

Re: OpenAI Jalapeño: Better than Nvidia Blackwell

#135

Earlier quoted context omitted.

The price has been going down for ages, its not clear what you are pointing at

Pointing at the nay sayers who say tokens are heavily subsidized and it’s all going to come crashing down soon, surely any moment now

I mean, it will obviously crash at some point. With so much pressure on token price to go down that means way less opportunity for margin for AI providers. OpenAI is in a pretty bad situation

Re: OpenAI Jalapeño: Better than Nvidia Blackwell

#136
post #85

I think they talked about this being general purpose chip but I would think that Anthropic/OpenAI are at the scale now they could bake LLM weights into chips themselves. For example, GPT Sol baked into a custom chip run for $100M that runs 10x as fast and 10x as cheap should pay for itself as long as the chip is useful for long enough. While 2 years ago nothing was useful more than 1 year long, there are many older m…

isn't that what they are doing with cerebras?

Re: OpenAI Jalapeño: Better than Nvidia Blackwell

#137
post #15

Earlier quoted context omitted.

There is just so much downward pressure on token price, from every direction. We would need a completely new understanding of economics to explain why the price shouldn’t go down. Or market collusion/regulatory manipulation.

Maybe 1000s of tokens per second unlocks realtime robotic decision making, and now every robot needs to continuously stream tokens to and from the cloud to operate. That could 1000x demand overnight, just to speculate :)

I think you just found what we will see in the S-1 prospectus of OpenAI

Re: OpenAI Jalapeño: Better than Nvidia Blackwell

#138
post #85

I think they talked about this being general purpose chip but I would think that Anthropic/OpenAI are at the scale now they could bake LLM weights into chips themselves. For example, GPT Sol baked into a custom chip run for $100M that runs 10x as fast and 10x as cheap should pay for itself as long as the chip is useful for long enough. While 2 years ago nothing was useful more than 1 year long, there are many older m…

Yes, they could also sell me GPT Sol 5.6 or 5.7 on a chip and I’d probably buy it. It’s a really really useful model for me, I’m not sure how much better for coding I need it to be. For most things I find Sol good enough with a small amount of coaxing around my tastes.

Re: OpenAI Jalapeño: Better than Nvidia Blackwell

#139
post #85

I think they talked about this being general purpose chip but I would think that Anthropic/OpenAI are at the scale now they could bake LLM weights into chips themselves. For example, GPT Sol baked into a custom chip run for $100M that runs 10x as fast and 10x as cheap should pay for itself as long as the chip is useful for long enough. While 2 years ago nothing was useful more than 1 year long, there are many older m…

Probably! But not viable yet; the chips would be about a year behind SOTA. Note the ~16 months that the article quotes as being insanely fast to get this chip to tape-out (read: start producing). We'll have to bootstrap our way there: AI is actively being used to get us closer to viable lead times for this. Unfortunately, there's some real physical constraints: IIRC, manufacturing a wafer takes on the order of a mont…

I think Sol is already good enough though.

Re: OpenAI Jalapeño: Better than Nvidia Blackwell

#140
post #85

I think they talked about this being general purpose chip but I would think that Anthropic/OpenAI are at the scale now they could bake LLM weights into chips themselves. For example, GPT Sol baked into a custom chip run for $100M that runs 10x as fast and 10x as cheap should pay for itself as long as the chip is useful for long enough. While 2 years ago nothing was useful more than 1 year long, there are many older m…

Yes, they could also sell me GPT Sol 5.6 or 5.7 on a chip and I’d probably buy it. It’s a really really useful model for me, I’m not sure how much better for coding I need it to be. For most things I find Sol good enough with a small amount of coaxing around my tastes.

Also right now Sol 5.6 Max is super slow but if it were way faster on a chip (like Taalas' Llama 8b demo) then it would be an extreme value multiplier. But the model is so large that "baking it onto a chip" doesn't seem straightforward.
Post reply on HN