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NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem

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Re: NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem

#41

Post by next_xibalba »

KaoruAoiShiho wrote: post #19
next_xibalba wrote: post #14

Earlier quoted context omitted.

Who is the one buyer in the Nvidia scenario? How would that benefit Nvidia?

It would hurt nvidia not benefit, that's why nvidia spends a lot of effort to prevent that from happening, and it's not the case currently. They really need to avoid the situation in the console market, where the fact there's only 3 customers means almost no margins on console chips.

Prior to the A.I. boom, Nvidia had a much, much more diverse customer base in terms of revenue mix. According to their 2015 annual report[1], their revenues were spread across the following revenue segments: gaming, automotive, enterprise, HPC and cloud, and PC and mobile OEMs. Gaming was the largest segment and contributed less than 50% of revenues. At this time, with a diverse customer base, their gross margins were 55.5%. (This is a fantastic gross margin in any industry outside software).

In 2025 (fiscal year), Nvidia only reported two revenue segments: compute and networking ($116B revenue) and graphics ($14.3B revenue). Within the compute and networking segment, three customers represented 34% of all revenue. Nvidia's gross margins for fiscal 2025 were 75% [2].

In other words, this hypothesis doesn't fit at all. In this case, having more concentration in extremely deep pocketed customers competing over a constrained supply of product has caused margins to sky rocket. Moreover, GP's claim of monopsony doesn't make any sense. Nvidia is not at any risk of having a single buyer, and with the recent news that sales to China will be allowed, the customer base is going to become more diverse, creating even more demand for their products.

[1] https://s201.q4cdn.com/141608511/files/doc_financials/annual...

[2] https://s201.q4cdn.com/141608511/files/doc_financials/2025/a...

Re: NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem

#42

Post by philipkglass »

cruffle_duffle wrote: post #33

I can’t wait until I can run this shit locally without spending $10,000 on clusters of GPU’s. The models will be trained using some distributed P2P-like technology that “The Man” can’t stop. Imagine running a model trained by the degenerates on 4chan. Models that encourage you to cheat on your homework, happily crank out photos of world leaders banging farm animals, and gleefully generate the worst gore imaginable. A…

Imagine running a model trained by the degenerates on 4chan.

It has been done before:

https://en.wikipedia.org/wiki/GPT4-Chan

https://archive.org/details/gpt4chan_model_float16

Re: NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem

#43

Post by mattigames »

Difwif wrote: post #37
thefaux wrote: post #28

[flagged]

You're right. It's time to ban the evil numbers from being matrix multiplied. Contact your local representative about CPU control.

Very funny, the problem is more about the input than whatever the CPU is doing, as in chatGPT would be no more than a footnote without copyrighted material in all it's datasets.

Re: NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem

#44

Post by bigyabai »

mattigames wrote: post #43
Difwif wrote: post #37

Earlier quoted context omitted.

You're right. It's time to ban the evil numbers from being matrix multiplied. Contact your local representative about CPU control.

Very funny, the problem is more about the input than whatever the CPU is doing, as in chatGPT would be no more than a footnote without copyrighted material in all it's datasets.

Not really?

Re: NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem

#45

Post by artninja1988 »

mattigames wrote: post #43
Difwif wrote: post #37

Earlier quoted context omitted.

You're right. It's time to ban the evil numbers from being matrix multiplied. Contact your local representative about CPU control.

Very funny, the problem is more about the input than whatever the CPU is doing, as in chatGPT would be no more than a footnote without copyrighted material in all it's datasets.

We all stand on the shoulders of giants:)

Re: NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem

#46

Post by winter_blue »

khalic wrote: post #32
thefaux wrote: post #28

[flagged]

You probably need to look under the hood, it has nothing to do with what popular culture called AI until very recently. It’s just a word generator on steroids, don’t believe the hype about AIs taking over, it’s complete BS.

Fwiw, the difference it makes in software development speed is astounding.

Re: NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem

#47

Post by bilbo0s »

amelius wrote: post #40
bilbo0s wrote: post #31

Earlier quoted context omitted.

which can be relatively easily implemented by competitors Oh my. Please people, try to think back to your engineering classes. Remember the project where you worked with a group to design a processor? I do. Worst semester of my life. (Screw whoever even came up with that damn real analysis math class.) And here's the kicker, I know I'll be dating myself here, but all I had to do for my part was tape it out. Still suc…

To be totally honest, the only thing I can distill from this is that perhaps you should have picked an education in CS instead of EE. I mean this is like saying that a class for building compilers sucked. Still, companies make compilers, and they aren't all >$1B companies. In fact, hobbyists make compilers.

I did study CS as well.

That you are comparing designing and writing a compiler with designing and manufacturing a neural processor is only testimony to the futility of my attempt to impress on everyone the difference. So I'll take my leave.

You have a good day sir or ma'am.

Re: NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem

#48

Post by [deleted] »

jeffreysmith wrote: post #25

Not sure what's with the HN tone on this announcement. AI2 are really some of the best people around for creating truly open artifacts for the whole ecosystem. Their work on OLMo and Molmo is some of the most transparent and educational material you can find on model building. This is just great news for everyone.

[deleted]

Re: NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem

#49

Post by latchkey »

hobofan wrote: post #3

If Nvidia were interested in "open" AI, they would spend time to collaborate with AMD, etc. to build an (updated) open alternative to CUDA. That's probably the most closed part of the whole stack right now.

Came here to say this. It is the basis for my entire business. It isn't just CUDA though, it is the hardware layer too. That is why we are exclusive to AMD AI hardware.

We have dozens of companies building foundational models and they all target a single vendor to supply all the hardware? Make it make sense! Yes, I know models run on AMD too, but the fact is, Nvidia, who's clearly doing a great job, is a literal monopoly. We need viable alternatives.

This deal was done with CirraScale, who are great people. It is important to point out that they are also one of the 13 official AMD Cloud Partners. I'm on the list too.

Re: NSF and Nvidia award Ai2 $152M to support building an open AI ecosystem

#50

Post by Guthur »

jeffreysmith wrote: post #25

Not sure what's with the HN tone on this announcement. AI2 are really some of the best people around for creating truly open artifacts for the whole ecosystem. Their work on OLMo and Molmo is some of the most transparent and educational material you can find on model building. This is just great news for everyone.

Maybe because many of us are not from the US. The stated goal is US dominance of the AI field, and sorry if the rest of us don't see that as a good thing nor particularly open.
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