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Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee

reuters.com

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Re: Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee

#61

Post by trollbridge »

gymbeaux wrote: post #11

What would happen to Nvidia, Anthropic, OpenAI, if tomorrow someone released an open weights model on HuggingFace that matched performance and accuracy of Opus 5 running locally on an RTX 5070? That won’t happen tomorrow, but it will likely happen someday… what’s the plan beyond “don’t be the one holding the bags?”

If I could have shown up somewhere in 2022 with a Mac Studio M1 Max w/ 64GB of RAM running Qwen-3.6-27B or 35B-A3B, I would have pretty much been a demigod - to a degree far more impressive than being able to run Opus 5 locally today.

So yes, I think your scenario is likely to eventually happen, but there will be a much more powerful, capable frontier model then.

Re: Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee

#62

Post by fwipsy »

cmiles8 wrote: post #55
asveikau wrote: post #45

Earlier quoted context omitted.

I'm hoping when the shit hits the fan, you can get a sick GPU for cheap.

More likely is communities will end up with a bunch of half-built abandoned datacenter projects.

Isn't that what they said?

Re: Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee

#63

Post by ColdStream »

karlgkk wrote: post #51
jgalt212 wrote: post #25

Earlier quoted context omitted.

Indeed, Masa has more lives than a cat.

Have you seen his investor presentations? He is no longer building his war chest and is now executing on SoftBank’s 400 year plan Goose value 71 here: https://group.softbank/media/Project/sbg/sbg/pdf/ir/investor...

As soon as you said Goose, I knew exactly what this was going to be.

Re: Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee

#64

Post by wonnage »

fooker wrote: post #39
Taikhoom10 wrote: post #37

Earlier quoted context omitted.

Uh no, NVDIA helping startups get financing so they can buy NVDIA chips is inherently damaging because eventually the debtors will not help with the financing and startups will not be able to buy chips.

Again, this is how all of economics works. A Toyota dealership arranges a loan for you. Through a bank for a used vehicle, sometimes through Toyota itself for new cars. A house builder will routinely take on part of the loan providing burden to get some of the interest. Even someone selling you their thirty year old house will often provide seller financing. You may have ideological opinions against this, which is fi…

It turns out what’s fine for companies to do with individuals at relatively small scales is not fine for companies to do at massive scale and leverage

Re: Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee

#65

Post by mawadev »

karlgkk wrote: post #51
jgalt212 wrote: post #25

Earlier quoted context omitted.

Indeed, Masa has more lives than a cat.

Have you seen his investor presentations? He is no longer building his war chest and is now executing on SoftBank’s 400 year plan Goose value 71 here: https://group.softbank/media/Project/sbg/sbg/pdf/ir/investor...

We need more Artificial Goose Intelligence

Re: Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee

#66

Post by theobreuerweil »

anon7725 wrote: post #57
fooker wrote: post #35

Earlier quoted context omitted.

All economics is circular financing, that's how it works. You pay Apple for a MacBook, Apple uses it to develop a better MacBook. What goes wrong is leverage. We haven't seen much hint of the 10x leverage kind of deals that brought down the house in 2008.

Shouldn’t the analogy be “Apple lends you money to buy a MacBook. You pay Apple for a MacBook…”

This happens as well, no? If you pay for anything in instalments that is effectively a loan.

Re: Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee

#68

Post by rightbyte »

karlgkk wrote: post #51
jgalt212 wrote: post #25

Earlier quoted context omitted.

Indeed, Masa has more lives than a cat.

Have you seen his investor presentations? He is no longer building his war chest and is now executing on SoftBank’s 400 year plan Goose value 71 here: https://group.softbank/media/Project/sbg/sbg/pdf/ir/investor...

The golden egg factory section drawing made it all very clear.

Is Softbank making any money or just dissipating Alibaba gains?

Re: Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee

#69

Post by [deleted] »

trollbridge wrote: post #60
senor_digimon wrote: post #24

This is probably a lot more related to the fact they want to make GPUs an asset class. Nvidia is banking on the fact there will be an entire market that will guarantee whatever anyone needs.

A rapidly depreciating asset class of something that loses almost all its value in a few years and can't be repaired?

[deleted]

Re: Nvidia dramatically reduces amount of OpenAI infra financing it may guarantee

#70

Post by trescenzi »

gonzo41 wrote: post #48
asveikau wrote: post #45

Earlier quoted context omitted.

I'm hoping when the shit hits the fan, you can get a sick GPU for cheap.

it'll be a rack based GPU without video ports. The only thing getting sick GPU's will be landfill when they all burn out and the data center rationalization happens.

Totally agree these won’t go to consumers but even after a crash I’d home they are able to be sold for parts and not just to landfills. If this all goes into the trash that would be even more tragic than it already is.
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