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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

#261

Post by slumberlust »

randomNumber7 wrote: post #243
qwerpy wrote: post #161

Earlier quoted context omitted.

I would love it if AI fizzled out and nvidia had to go back to making gaming cards. Just trying to have a simple life here and play video games, and ridiculous hype after hype keeps making it expensive.

I hate to say it but there will likely come much more annying things that'll disturb your gaming experience.

AINFTs! You're right, and it's a bit depressing. Seems more and more that cloud gaming is the only long term solution the industry will tolerate...I hate it.

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

#262

Post by moralestapia »

HarHarVeryFunny wrote: post #248
moralestapia wrote: post #48

Earlier quoted context omitted.

I can see them being used for training if they're vacant.

The various AI accelerator chips, such as TPUs and NVidia GPUs, are only compatible to extent that some of the high level tools like PyTorch and Triton (kernel compiler) may support both, which is like saying that x86 and ARM chips are compatible since gcc supports them both as targets, but note this does not mean that you can take a binary compiled for ARM and run it on an x86 processor. For these massive, and expen…

>but they are also buying as many Nvidia chips as they can get their hands on

>But is Google buying those GPU chips for their own use

>google buys nvidia GPUs for cloud, I don't think they use them much or at all internally.

We're not talking about GPUs.

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

#263

Post by misiti3780 »

tester756 wrote: post #260
catdog wrote: post #220

Earlier quoted context omitted.

Maybe but it's far from profitable. People largely don't want to pay for it either.

Who cares? profitability is not the most important thing at every stage of the product

Altman is a horrible CEO also, which wont help. He table-side manners are horrible.

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

#264

Post by papichulo2023 »

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…

The elephant in the room is China also being partially successful with their chips

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

#265

Post by amluto »

iLoveOncall wrote: post #240
amluto wrote: post #129

It’s probably not really related, but this bug and the saga of OpenAI trying and failing to fix it for two weeks is not indicative of a functional company: https://github.com/openai/codex/issues/9253 OTOH, if Anthropic did that to Claude Code, there wasn’t a moderately straightforward workaround, and Anthropic didn’t revert it quickly, it might actually be a risk-the-whole-business issue. Nothing makes people jump sh…

This issue has one thumbs up, nobody cares about it.

Because approximately zero smallish businesses use Codex, perhaps?

It’s also possible that the majority of people hitting it are using the actual website support (which is utterly and completely useless), since the bug is only a bug in codex-rs to the extent that codex-rs should have either reverted or deployed a workaround already.

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

#266

Post by mnky9800n »

dang wrote: post #43
mnky9800n wrote: post #30

Earlier quoted context omitted.

[flagged]

" Please don't post insinuations about astroturfing, shilling, bots, brigading, foreign agents and the like. It degrades discussion and is usually mistaken. If you're worried about abuse, email hn@ycombinator.com and we'll look at the data. " https://news.ycombinator.com/newsguidelines.html https://hn.algolia.com/?sort=byDate&dateRange=all&type=comme...

Sorry dang you are right and I was wrong to say that. Mea culpa.

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

#267

Post by Turfie »

lizknope wrote: post #254
Turfie wrote: post #238

Earlier quoted context omitted.

Well, they might have gotten a little wary from previous boom and bust cycles. Perhaps they are a bit wary about the economic sustainability of the whole AI thing. However, perhaps they also might be driven by greed at this point. Why not just constrain supply and increase margins whilst they are no real competitor?

I've been designing chips since 1997. The first 2 companies I was at had their own fabs. It's been a boom and bust industry for 50 years or more. https://www.macrobusiness.com.au/2021/05/the-great-semicondu... Here is a long article from last year about Sam Altman. https://www.nytimes.com/2024/09/25/business/openai-plan-elec... https://finance.yahoo.com/news/tsmc-rejects-podcasting-bro-s... > TSMC’s leadership dismis…

Thanks for the insights. The 'podcasting bro' bit is hilarious.

I don't think demand will collapse though, since the Mag7 has the cash flow to spend, and they can monetize if the time's ripe.

What do you think?

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

#268

Post by smueller1234 »

csallen wrote: post #204
jacquesm wrote: post #66

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…

> All of them suffer from thinking their money makes them somehow better. Let's assume they think they're better than others. What makes you think that they think it's because of their money, as opposed to, say, because of their success at growing their products and businesses to the top of their field?

Even if it's success rather than money, you still have survivorship bias to contend with, so it's not really much of a helpful distinction.

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

#269

Post by lizknope »

Turfie wrote: post #267
lizknope wrote: post #254

Earlier quoted context omitted.

I've been designing chips since 1997. The first 2 companies I was at had their own fabs. It's been a boom and bust industry for 50 years or more. https://www.macrobusiness.com.au/2021/05/the-great-semicondu... Here is a long article from last year about Sam Altman. https://www.nytimes.com/2024/09/25/business/openai-plan-elec... https://finance.yahoo.com/news/tsmc-rejects-podcasting-bro-s... > TSMC’s leadership dismis…

Thanks for the insights. The 'podcasting bro' bit is hilarious. I don't think demand will collapse though, since the Mag7 has the cash flow to spend, and they can monetize if the time's ripe. What do you think?

I started working during the dot com boom. I was getting 3 phone calls a week from recruiters on my work telephone number. Then I saw the bubble burst in from mid-2000. In 2001 zero recruiters called me. I hated my job after the reorg and it took me 10 months to find a new one.

I know a lot of people in the 45+ age range including many working on AI accelerators. We all think this is a bubble. The AI companies are not profitable right now for the prices they charge. There are a bunch of articles on this. If they raise prices too quickly to become profitable then demand will collapse. Eventually investors will want a return on their investment. I made a joke that we haven't reached the Pets.com phase of the bubble yet.

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