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The $100B megadeal between OpenAI and Nvidia is on ice

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Re: The $100B megadeal between OpenAI and Nvidia is on ice

#101
post #72
post #22

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"Largely" is doing a lot of heavy lifting here. Yes Google and Amazon are making their own GPU chips, but they are also buying as many Nvidia chips as they can get their hands on. As are Microsoft, Meta, xAI, Tesla, Oracle and everyone else.

How about Apple? How is Apple training its next foundation models?

They are in housing their AI to sell it as a secure way to AI, which 100% puts them in the lead for the foreseeable future.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#102
post #94

Earlier quoted context omitted.

Altman is a consummate liar and manipulator with no moral scruples. I think this LLM business is ethically compromised from the start, but Dario is easily the least worst of the three.

There’s 4 though, where does Demis fit in the stack rank?

TBH, I hadn't heard of him until now. Looks like he's had a crazy legit professional career. I'd put him at the top for his work at Bullfrog alone.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#103

Earlier quoted context omitted.

Elon is one of the most unlikable people on the planet, so I wouldn't consider him much of a bar.

It’s kind of sad. I can’t believe I used to like him back in the iron man days. Back then I thought he was cool for the various ideas and projects he was working on. I still think many of those are great but he as a person let me down. Now I have him muted on X.

Back then he had a PR firm working for him, getting him cameos and good press. But in 2020 he fired them deciding that his own "radically awesome" personality doesn't need any filtering.

Personally I don't think Elon is the worst billionaire, he's just the one dumb enough to not have any PR (since 2020). They're all pretty reprehensible creatures.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#104

This video that breaks down the crazy financial positions of all the AI companies and how they are all involved with one called CoreWeave (who could easily bring the whole thing tumbling down) is fascinating: https://youtu.be/arU9Lvu5Kc0?si=GWTJsXtGkuh5xrY0

And the loans given to nvidia, the collateral are old and rapidly discounting GPUs

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#106

Earlier quoted context omitted.

> I actually think Sam is “better” than say Elon or even Dario because he seems like a typical SF/SV tech bro. If you nail the bar to the floor, then sure, you can pass over it. > He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling. I don't now what your definition of extreme is but by mine he's pretty extreme. > I think I personally prefer that over Elon’s self induced mental illnesses and…

That’s ok, but AI is useful in particular use cases for many people. I use it a lot and I prefer the Codex 5.2 extra high reasoning model. The AI slop and dumb shit on IG/YT is like the LCD of humans though. They’ve always been there and always will be there to be annoying af. Before AI slop we had brain rot made by humans. I think over time it (LLM based) will become like an augmenter, not something like what they’r…

It's very hard to see downsides on something like GUIS, scripting languages or opinionated frameworks compared to a broad, easily weaponized tool like generative AI.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#107
post #41

Earlier quoted context omitted.

> Nvidia has been using its newfound liquid funds to train its own family of models Nvidia has always had its own family of models, it's nothing new and not something you should read too much into IMHO. They use those as template other people can leverage and they are of course optimized for Nvidia hardware. Nvidia has been training models in the Megatron family as well as many others since at least 2019 which was us…

Nemotron-3-Nano-30B-A3B[0][1] is a very impressive local model. It is good with tool calling and works great with llama.cpp/Visual Studio Code/Roo Code for local development. It doesn't get a ton of attention on /r/LocalLLaMA but it is worth trying out, even if you have a relatively modest machine. [0] https://huggingface.co/nvidia/NVIDIA-Nemotron-3-Nano-30B-A3B... [1] https://huggingface.co/unsloth/Nemotron-3-Nano-3…

I find the Q8 runs a bit more than twice as fast as gpt-120b since I don’t have to offload as many MoE layers, but is just about as capable if not better.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#108
post #61
post #41

Earlier quoted context omitted.

Nemotron-3-Nano-30B-A3B[0][1] is a very impressive local model. It is good with tool calling and works great with llama.cpp/Visual Studio Code/Roo Code for local development. It doesn't get a ton of attention on /r/LocalLLaMA but it is worth trying out, even if you have a relatively modest machine. [0] https://huggingface.co/nvidia/NVIDIA-Nemotron-3-Nano-30B-A3B... [1] https://huggingface.co/unsloth/Nemotron-3-Nano-3…

It was good for like, one month. Qwen3 30b dominated for half a year before that, and GLM-4.7 Flash 30b took over the crown soon after Nemotron 3 Nano came out. There was basically no time period for it to shine.

I recently tried GLM-4.7 Flash 30b and didn’t have a good experience with it at all.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#109
post #59
post #47

Earlier quoted context omitted.

#2 cannot be understated

Indeed. Sama seems to be incredibly delusional. OAI going bust is going to really damage his well-being, irrespective of his financial wealth. Brother really thought he was going to take over the world at one point.

Scariest part is it probably won't, and he'll be back in five year with something else.

Re: The $100B megadeal between OpenAI and Nvidia is on ice

#110

Earlier quoted context omitted.

I actually think Sam is “better” than say Elon or Dario because he seems like a typical SF/SV tech bro. You probably know the type (not talking about some 600k TC fang worker, I mean entrepreneurs). He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling. I don’t know him personally but he comes across like an average person if that makes sense (in this environment that is). I think I personall…

Altman is a consummate liar and manipulator with no moral scruples. I think this LLM business is ethically compromised from the start, but Dario is easily the least worst of the three.

Pfft. Dario has been making nonsense fear mongering that never comes true.
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