The $100B megadeal between OpenAI and Nvidia is on ice • Hacker News Board

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

#151

Post by vessenes » Sat, Jan 31, 2026, 5:28 AM UTC

Morromist wrote: post #20

jt2190 wrote: post #10

Last 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.

They do build their own software, though. They have a large body of stuff they make. My guess is that it’s done to stay current, inform design and performance, and to have something to sell enterprises along with the hardware; they have purposely not gone after large consumer markets with their model offerings as far as I can tell.

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

#152

Post by onetokeoverthe » Sat, Jan 31, 2026, 5:28 AM UTC

edoceo wrote: post #52

cschep wrote: post #47

Earlier quoted context omitted.

#2 cannot be understated

Was the golden boy for a while? What shifted? I don't even remember what he did "first" to get the status. Is it maybe just a case of familiarity breeding contempt?

[dead]

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

#153

Post by [deleted] » Sat, Jan 31, 2026, 5:28 AM UTC

wmf wrote: post #113

consumer451 wrote: post #77

Earlier quoted context omitted.

To use the parlance of this thread: "next" foundation models is doing a lot of heavy lifting here. Am I doing this right? My point is, does Apple have any useful foundation models? Last I checked they made a deal with OpenAI, no wait, now with Google.

Apple does have their own small foundation models but it's not clear they require a lot of GPUs to train.

[deleted]

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

#154

Post by breput » Sat, Jan 31, 2026, 5:36 AM UTC

binary132 wrote: post #108

jychang wrote: post #61

Earlier quoted context omitted.

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.

It feels like GLM has either a bit of a fan club or maybe some paid supporters...

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

#155

Post by consumer451 » Sat, Jan 31, 2026, 5:37 AM UTC

wmf wrote: post #113

consumer451 wrote: post #77

Earlier quoted context omitted.

To use the parlance of this thread: "next" foundation models is doing a lot of heavy lifting here. Am I doing this right? My point is, does Apple have any useful foundation models? Last I checked they made a deal with OpenAI, no wait, now with Google.

Apple does have their own small foundation models but it's not clear they require a lot of GPUs to train.

Do you mean like OCR in photos? In that case, yes, I didn't think about that. Are there other use cases aside from speach to text in Siri?

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

#156

Post by misiti3780 » Sat, Jan 31, 2026, 5:37 AM UTC

andrewstuart wrote: post #147

Google has the data and the TPUs and the massive cash to advance. Microsoft has GitHub - the world’s biggest pile of code training data, plus infinite cash. OpenAI has …… none of these advantages.

this is the argument i continue to have with people. first mover isnt always an advantage - i think openai will be sold or pennies on these dollars someday (next 5 years after they run out of funding).

Google has data, TPUs, and a shitload of cash to burn

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

#157

Post by runako » Sat, Jan 31, 2026, 5:39 AM UTC

xvector wrote: post #95

bredren wrote: post #72

Earlier quoted context omitted.

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

Apple is sitting this whole thing out. Bizarre.

This whole thread is about whether the most valuable startup of all time will be able to raise enough money to see the next calendar year.

It's definitely rational to decide to pay wholesale for LLMs given:

- consumer adoption is unclear. The "killer app" for OS integration has yet to ship by any vendor.

- owning SOTA foundation models can put you into a situation where you need to spend $100B with no clear return. This money gets spent up front regardless of how much value consumers derive from the product, or if they even use it at all. This is a lot of money!

- as apple has "missed" the last couple of years of the AI craze, there has been no meaningful ill effects to their business. Beyond the tech press, nobody cares yet.

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

#158

Post by hahahahhaah » Sat, Jan 31, 2026, 5:48 AM UTC

ChicagoDave wrote: post #130

Many of us predicted OpenAIs insistence that the model was the product was the wrong path. The tools on top of the models are the path and people building things faster is the value.

Hard to capture that value all in one place though.

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

#159

Post by esafak » Sat, Jan 31, 2026, 6:00 AM UTC

strange_quark wrote: post #121

techblueberry wrote: post #111

Earlier quoted context omitted.

Darío unsettles me the most, he kinda reminds me of SBF, I wouldn’t be surprised if, well they’re all bad its to stack rank them.

He and SBF are both big into effective altruism, and SBF gave Anthropic their seed funding, so yeah, that checks out.

There's nothing wrong with effective altruism -- making money to give it away -- it's SBF.

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

#160

Post by partiallypro » Sat, Jan 31, 2026, 6:05 AM UTC

I know OpenAI isn't a popular company here (anymore) but the doomerism in this thread seems a bit too hasty. People were just as doomy when Altman was sacked, and it turned into nothing and the industry market caps have doubled or even tripled since.