All these giant non-binding investment announcements are just a massive confidence scam.
The $100B megadeal between OpenAI and Nvidia is on ice
11–20 of 309 posts
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#12Last paragraph is informative: > Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs. So which leading AI company is goi…
OpenAI will keep using Nvidia GPUs but they may have to actually pay for them.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#13Last paragraph is informative: > Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs. So which leading AI company is goi…
Would Nvidia investing heavily in ClosedAI dissuade others to use Nvidia?
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#14And so it begins.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#15Last paragraph is informative: > Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs. So which leading AI company is goi…
the chinese will probably figure out a way to sneak the nvidia chips around the sanctions
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#16All these giant non-binding investment announcements are just a massive confidence scam.
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Re: The $100B megadeal between OpenAI and Nvidia is on ice
#17All these giant non-binding investment announcements are just a massive confidence scam.
We know that it is all a grift before the inevitable collapse, so everyone is racing for the exit before that happens.
I guarrantee you that in 10 years time, you will get claims of unethical conduct by those companies only after the mania has ended (and by then the claimants have sold all their RSUs.)
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#18Does this mean OpenAI won't be needing all that RAM after all...?
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#19Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago.
[1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#20Last paragraph is informative: > Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs. So which leading AI company is goi…
Nvidia had the chance to build its own AI software and chose not to. It was a good choice so far, better to sell shovels than go to the mines - but they still could go mining if the other miners start making their own shovels.
If I were Nvidia I would be hedging my bets a little. OpenAI looks like it's on shaky ground, it might not be around in a few years.