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You are assuming they are paying retail price, which they certainly are not.
What makes you think they are getting a good discount? What are they going to do? Buy AMD, yeah right. Nvidia's sales are only limited by the number of wafers they can get from TSMC.
> He tells me that, by the end of this year, Meta will own more than 340,000 of Nvidia’s H100 GPUs That's approx $15b worth of H100 GPUs.
You are assuming they are paying retail price, which they certainly are not.
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Wouldn't it still be $15bn? If I manage to buy $20 worth of gold for $10 through a special deal, is it not still $20 worth of gold?
Used GPUs cannot be sold for the same price that new GPUs are bought.
> Mark Zuckerberg’s new goal is creating artificial general intelligence So...what happened to that whole "Metaverse" thing? Is it time to rename the company again?
Meta's AR/VR strategy is still the over-arching priority and given how well Quest 3 and Ray Bans glasses are doing shows that it is likely the right one. Especially once Apple Vision Pro ignites the industry. AI will be used to enhance that e.g. generated avatars, autonomous agents, hand/body tracking etc.
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Man, the Metaverse... what a fad. I almost can't even believe that WAS a thing. We had Habbo, and then we had Second Life, and NOW!!!!!!.... * deafening silence *
How is it a defeaning silence? Their latest hardware product was released ~3 months ago.
If nobody can hear the sound of a tree falling, does it still make a sound ?
I wonder how many of those chips were acquired to run metaverse stuff. Should be lots of overlap between rendering graphics and running cuda based models. I'm interested in seeing how the behemoths that are Meta and Google catch openai. I think it's a question of when, not if. Both companies just have a ridiculous amount of resources to throw behind these efforts. At least meta is releasing their stuff as "open sourc…
Almost no overlap: this metaverse thing just needs classical CPU servers (and not a lot of them considering the minimal user activity there). For now Google is still late to the party (full proprietary, and nobody has seen the supposedly good model called Ultra, only an average one called Pro), and Meta is actually the company that has pushed the field forward for all companies (with LLaMA).
The idea is that the metaverse will be filled with AI avatars.
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You are assuming they are paying retail price, which they certainly are not.
What makes you think they are getting a good discount? What are they going to do? Buy AMD, yeah right. Nvidia's sales are only limited by the number of wafers they can get from TSMC.
Build their own? It's what Microsoft, Google, and AWS are doing.
>Nvidia's sales are only limited by the number of wafers they can get from TSMC.
No, they're limited by the cost per operation vs. Facebook building their own. The cloud providers have already decided it's cheaper to do it themselves. Sure they'll keep buying GPUs for general public consumption but that may eventually end too.
For all of Meta’s faults, release powerful LLMs that users can run and modify on their own systems is a huge benefit to keeping AI from being entirely locked away and heavily censored by big corporations.