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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

#71

Post by KaoruAoiShiho »

next_xibalba wrote: post #41
KaoruAoiShiho wrote: post #19

Earlier quoted context omitted.

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 wer…

Nobody said this was the case...

The only example I used was the console market which has been ruined because of this issue. They generally left that market because it was that horrible.

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

#72

Post by big_toast »

Some people will be too young to know the commoditize[1] your complements wisdom of yesteryear. It's hard for me to tell if consumers end up net ahead after things settle.

I'm surprised we haven't heard about OpenAI pushing a facebook style OpenCompute project or ARM (acorn, apple, VLSI) or similar for the stack below them.

[1]: https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/

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

#75

Post by Herring »

FirmwareBurner wrote: post #56
Guthur wrote: post #50

Earlier quoted context omitted.

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.

>The stated goal is US dominance of the AI field Any country tries to dominate any field if they can do it, it's just human nature. Why is that a bad thing? That constant competition for superiority between nations is how humanity has evolved from hunter gatherer to having tractors, microwave ovens, airplanes, internet and penicillin.

Yes, competition is good. Monopoly is bad. A more distributed power structure is much better for overall progress, and even for the monopolist in the long run (Ex: Intel).

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

#76

Post by yalogin »

curious_cat_163 wrote: post #69
yalogin wrote: post #68

After reading through the article I couldn't understand what an open AI ecosystem is. Are they talking about hardware or software? If it's software we have opensource models, are they going to create open source vertical integrations?

We don't really have very many open source models. We have "open weights" models. Ai2 is one of the very few labs that actually make their entire training/inference code AND datasets AND training run details public. So, that this investment is happening is a welcome step. Congratulations to the team at Ai2!

Ah thanks for the nuance!

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

#77

Post by ivape »

grim_io wrote: post #10
arthurcolle wrote: post #9

Earlier quoted context omitted.

Why is OpenAI a threat to Nvidia? They are still highly dependent on those GPUs

Google shows that Nvidia is not necessary. How long until more follow?

I don't think we can say that until we hear how Genie3 and Veo3 were trained. My hunch is that the next-gen multi-modal models that combine world, video, text, and image models can only be trained on the best chips.

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

#78

Post by tomrod »

next_xibalba wrote: post #41
KaoruAoiShiho wrote: post #19

Earlier quoted context omitted.

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 wer…

I'm not sure your analysis is apples to apples.

Prior to the AI boom, the quality of GPUs slightly favored NVidia but AMD was a viable alternative. Also, there are scale differences between 2025 and before the AI boom -- simply put, there was more competition in the market for a smaller bucket and favorable winds on supplier production costs. Further, they just have better software tooling through CUDA.

Since 2022 and the rise of multi-billion parameter models, NVidia's CUDA has had a lock on the business side, but face rising costs due to terrible trade policy by the US, significant rebound from COVID as well as geopolitical realignments, inflation on the workforce, and rushed/buggy power supplies as their default supply options have made their position quite untenable -- mostly CUDA is their saving grace. If AMD got their druthers about them and focused they'd potentially unseat NVidia. But until ROCm is at least _easy_ nothing will happen there.

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

#79

Post by nativeit »

datadrivenangel wrote: post #2

Suggest changing the title to: NSF and NVIDIA award Ai2 $152M to support building a fully open AI ecosystem To better indicate that this is not related to OpenAI and that the group intends to release everything needed to train their models.

Now where have I heard this before…

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

#80

Post by nativeit »

insane_dreamer wrote: post #70
Guthur wrote: post #50

Earlier quoted context omitted.

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.

But better for the rest of the world than private US tech companies dominating.

This just in: AI2 pivoting to a for-profit model, and is seeking venture capital funding.

Oops, sorry that’s next year’s news. Anyway, this is all ringing very familiar.

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