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OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

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Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

#221

Post by sylario »

vessenes wrote: post #162
JCM9 wrote: post #108

This is throwing more cards on the house of cards. Nvidia is “investing” in OpenAI so OpenAI can buy GPUs from NVidia. Textbook “round tripping.” I generally like what’s been happening with AI but man this is gonna crash hard when reality sets in. We’re reaching the scary stage of a bubble where folks are forced to throw more and more cash on the fire to keep it going with no clear path to ever get that cash back. If…

Almost every model trained by the majors has paid for itself with inference fees. I’m not saying there isn’t a bubble, but I am saying if the researchers and strategists absolutely closest to the “metal” of realtime frontier models are correct that AGI is in reach, then this isn’t a bubble, it’s a highly rational race. One that large players seem to be winning right now.

The thing is that AI researchers that are not focused on only LLM do not seem to think it is in reach.

Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

#222

Post by zitterbewegung »

JCM9 wrote: post #108

This is throwing more cards on the house of cards. Nvidia is “investing” in OpenAI so OpenAI can buy GPUs from NVidia. Textbook “round tripping.” I generally like what’s been happening with AI but man this is gonna crash hard when reality sets in. We’re reaching the scary stage of a bubble where folks are forced to throw more and more cash on the fire to keep it going with no clear path to ever get that cash back. If…

I do think about this where they are creating a printing / cash burning cycle where both OpenAI keeps on doing raises and Nvidia can get more sales...

Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

#223

Post by nextworddev »

topaz0 wrote: post #218
nextworddev wrote: post #176

Earlier quoted context omitted.

He single-handedly cost people more than anyone with his bearish takes lol

Or he saved them more than anyone by limiting their losses when it does finally crash

except he called the top in 2023

Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

#224

Post by lawlessone »

halJordan wrote: post #184
pixelready wrote: post #166

Earlier quoted context omitted.

The real question is not whether this is a bubble since as you mentioned even if AI settles into a somewhat useful semi-mainstream tech, there is no way any of the likely outcomes can justify this level of investment. The real question is what are we gonna do with all this cheap GPU compute when the bubble pops! Will high def game streaming finally have its time to shine? Will VFX outsource all of its render to the c…

Ai is already in semi-useful mainstream tech. There's a massive misunderstanding on this site (and other neo luddite sites) that somehow there is no "long tail" of business applications being transformed into ai applications.

any examples?

Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

#225

Post by tobias3 »

Jayakumark wrote: post #155
JCM9 wrote: post #108

This is throwing more cards on the house of cards. Nvidia is “investing” in OpenAI so OpenAI can buy GPUs from NVidia. Textbook “round tripping.” I generally like what’s been happening with AI but man this is gonna crash hard when reality sets in. We’re reaching the scary stage of a bubble where folks are forced to throw more and more cash on the fire to keep it going with no clear path to ever get that cash back. If…

reminds me of this image https://www.reddit.com/media?url=https%3A%2F%2Fi.redd.it%2F6...

Same thing with the 1.3 billion EUR investment of ASML into Mistral. ASML -> Mistral -> NVIDIA -> TSMC -> ASML -> ...

Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

#226

Post by lukan »

jlokier wrote: post #203

onlyrealcuzzo wrote: > Google is pretty useful. It uses 15 TWh per year. 15TWh per year is about 1.7GW. Assuming the above figures, that means OpenAI and Nvidia new plan will consume about 5.8 Googles worth of power, by itself. At that scale, there's a huge opportunity for ultra-low-power AI compute chips (compared with current GPUs), and right now there are several very promising technology pathways to it.

" there's a huge opportunity for ultra-low-power AI compute chips (compared with current GPUs), and right now there are several very promising technology pathways to it"

Sharing an example would be nice. Of how much power reduction are we talking here?

Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

#227

Post by fusionadvocate »

fragmede wrote: post #169
Muromec wrote: post #151

Earlier quoted context omitted.

Or just ten very safe РБМК reactors rated 1GW each (they can't explode).

You almost got me. RBMKs had this problem with large positive void coefficients that was buried by the Soviet Union, which lead to Chernobyl.

The control rods with the graphite on the tip was the cherry on top...

Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

#228

Post by junon »

jazzyjackson wrote: post #146
awertjlkjl wrote: post #124

Earlier quoted context omitted.

You could think of it as "as much power as is used by NYC and Chicago combined". Which is fucking insanely wasteful.

I mean if 10GW of GPUs gets us AGI and we cure cancer than that's cool, but I do get the feeling we're just getting uncannier chatbots and fully automated tiktok influencers

This is also my take. I think a lot of people miss the trees for the forest (intentionally backward).

AI that could find a cure for cancer isn't the driving economic factor in LLM expansion, I don't think. I doubt cancer researchers are holding their breath on this.

Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

#229

Post by HarHarVeryFunny »

shawabawa3 wrote: post #127
anothermathbozo wrote: post #118

Earlier quoted context omitted.

What is this a bubble on? What does said bubble collapsing look like?

AI and tech companies Collapse might look a little like the dot com bubble (stock crashes, bankruptcies, layoffs, etc)

Plus unused dark fiber = unused AI data centers and power generation capacity.

Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

#230

Post by [deleted] »

Deegy wrote: post #205
aanet wrote: post #132

Earlier quoted context omitted.

Yeah - no doubt on the eventual productivity gains due to AI/ML (which are real, of course, just like the real gains due to telecom infra buildup), but must an economy go through a bubble first to realize these productivity gains?? It appears that the answer is "more likely yes than not". Counting some examples: - self driving / autonomous vehicles (seeing real deployments now with Waymo, but 99% deployment still ahe…

Happened with the electrical grid too. I think you make a very interesting observation about these bubbles potentially being an inherent part of new technology expansion. It makes sense too from a human behavior perspective. Whenever there are massive wins to be had, speculation will run rampant. Everyone wants to be the winner, but only a small fraction will actually win.

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