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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

#291

Post by sindriava »

lawlessone wrote: post #224
halJordan wrote: post #184

Earlier quoted context omitted.

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?

Current systems are already tremendously useful in the medical field. And I'm not talking about your doctor asking ChatGPT random shit, I'm saying radiology results processing, patient monitoring, monitoring of medication studies... The list goes on. Not to mention many of the research advances done using automated systems already, for example for weather forecasting.

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

#292

Post by udkl »

Recursing wrote: post #211
labrador wrote: post #131

For scale: The 1960's era US Navy submarine I served on had a 78MW reactor, so 10GW is 128 nuclear submarines

For a better sense of scale: it's about 2% of the average US electricity consumption, and about the same as the average electricity consumption of the Netherlands (18 million people)

For another sense of scale: A 500MW AI-centric datacenter could cost $10 billion or more to build. So 10GW is $200 billion!

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

#293

Post by bitmasher9 »

babelfish wrote: post #182
bitmasher9 wrote: post #135

Earlier quoted context omitted.

Nvidia is giving OpenAi money (through investment) to buy Nvidia chips. The bubble is that Nvidia got that money from its crazy high stock price, the extra investment raises OpenAi’s evaluation and the increased sells raises Nvidia’s evaluation. If the valuations see a correction then spending like this will decrease, further decreasing valuations. Bubble collapsing looks like enshittification of OpenAI tools as they…

> Bubble collapsing looks like enshittification of OpenAI tools as they try to raise revenues Why does monetizing OpenAI tools lead to bubble collapse? People are clearly willing to pay for LLMs

You read this backwards. If the bubble collapses we will see OpenAI raise capital by increasing revenue instead of investment.

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

#294

Post by jama211 »

mrandish wrote: post #275
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…

> throwing more cards on a house of cards. Nice metaphor! Huge bubbles usually get a historical name like "Tulip Craze" or "Dot Com Crash" and when this bubble bursts "House of Cards" is a good candidate.

I just hope it works out just like the dot com crash in the long run - which is that the internet kept going and bringing real value it just needed a big market reset when it popped.

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

#295

Post by sindriava »

melenaboija wrote: post #289
labrador wrote: post #131

For scale: The 1960's era US Navy submarine I served on had a 78MW reactor, so 10GW is 128 nuclear submarines

This still blows my mind. If each human brain consumes ~20W then 10 GW is like 500 M people, that sounds like a lot of thinking. Maybe LLMs are moving in the complete opposite direction and at some point something else will appear that vaporizes this inefficiency making all of this worthless. I don’t know, just looking at insects like flies and all the information they manage to process with what I assume is a ridicu…

We know for a fact that current LLMs are massively inefficient, this is not a new thing. But every optimization you make will allow you to run more inference with this hardware, there's not a reason for it to make it meaningless any more than more efficient cars didn't obsolete roads.

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

#296

Post by kelvinjps »

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…

The're just buying and investing from each other?

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

#297

Post by jama211 »

gloxkiqcza wrote: post #282

I’m really curious how this affects the consumer GPU market over the next few years. Sure, there has been a GPU shortage for a few years now but if this continues, there should be an absolute surplus of obsolete-gen enterprise GPUs flooding the market, right? Any ideas what limitations and benefits these cards might have for an enthusiast?

These systems aren’t easily converted into desktop style GPU’s, so it may not trickle down the way we hope

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

#298

Post by agentultra »

Water is a critical resource in dwindling supplies in many water-stressed regions. These data centers have been known to suck up water supplies during active droughts. Is there anyone left at the EPA that gets a say in how we manage water for projects like this?

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

#299

Post by davedx »

mgh95 wrote: post #283
radu_floricica wrote: post #263

Earlier quoted context omitted.

But real GPUs are being built, installed and used. It's not paper money, it's just buying goods and services partly with stock. Which is a very solid and time honored tradition which happens to align incentives very well.

What revenues do these GPUs generate for OpenAI? OpenAI is not currently profitable, and it is unclear if its business model will ever becomes profitable -- let alone profitable enough to justify this investment. Currently, this only works because the markets are willing to lend and let NVIDIA issue stock to cover the costs to manufacture the GPUs. That's where the belief that we are in a bubble comes from.

OpenAI generates plenty of revenues from their services. Don't conflate revenues with profits

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

#300

Post by jama211 »

seydor wrote: post #270

We are way past peak LLM and it shows. They are basically advertise spacing heating as if it's some sort of advancement, while the tech seems to have stagnated, and they re just making the horses faster. The market should have punished this

There will be a great market correction soon. Long term though it’ll still have some value, much like after the dot com crash the internet still remained useful. I hope.
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