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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

#41

Post by breput »

sailingparrot wrote: post #34
jjcm wrote: post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

> Nvidia has been using its newfound liquid funds to train its own family of models Nvidia has always had its own family of models, it's nothing new and not something you should read too much into IMHO. They use those as template other people can leverage and they are of course optimized for Nvidia hardware. Nvidia has been training models in the Megatron family as well as many others since at least 2019 which was us…

Nemotron-3-Nano-30B-A3B[0][1] is a very impressive local model. It is good with tool calling and works great with llama.cpp/Visual Studio Code/Roo Code for local development.

It doesn't get a ton of attention on /r/LocalLLaMA but it is worth trying out, even if you have a relatively modest machine.

[0] https://huggingface.co/nvidia/NVIDIA-Nemotron-3-Nano-30B-A3B...

[1] https://huggingface.co/unsloth/Nemotron-3-Nano-30B-A3B-GGUF

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

#42

Post by funkyfiddler369 »

ekianjo wrote: post #26
funkyfiddler369 wrote: post #24

Earlier quoted context omitted.

[flagged]

ChatGPT has nowhere the lead it used to have. Gemini is excellent and Google and Anthropic are very serious competitors. And open weight models are slowly catching up.

[flagged]

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

#43

Post by dang »

mnky9800n wrote: post #30
funkyfiddler369 wrote: post #24

Earlier quoted context omitted.

[flagged]

[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...

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

#45

Post by ryanSrich »

jjcm wrote: post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

I think there are two things that happened

1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in.

2. Sam Altman is profoundly unlikable.

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

#46

Post by [deleted] »

ryanSrich wrote: post #45
jjcm wrote: post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

I think there are two things that happened 1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in. 2. Sam Altman is profoundly unlikable.

[deleted]

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

#47

Post by cschep »

ryanSrich wrote: post #45
jjcm wrote: post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

I think there are two things that happened 1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in. 2. Sam Altman is profoundly unlikable.

#2 cannot be understated

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

#48

Post by moralestapia »

dekhn wrote: post #38
greiskul wrote: post #36

Earlier quoted context omitted.

But is Google buying those GPU chips for their own use, or to have them on their data centers for their cloud customers?

google buys nvidia GPUs for cloud, I don't think they use them much or at all internally. The TPUs are both used internally, and in cloud, and now it looks like they are delivering them to customers in their own data centers.

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

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

#50

Post by jackblemming »

ryanSrich wrote: post #45
jjcm wrote: post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

I think there are two things that happened 1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in. 2. Sam Altman is profoundly unlikable.

You have to give credit to Sam, he’s charismatic enough to the right people to climb man made corporate structures. He was also smart enough to be at the right place at the right time to enrich himself (Silicon Valley). He seems to be pretty good at cutting deals. Unfortunately all of the above seems to be at odds with having any sort of moral core.
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