Posts like this underscore why the smart money is betting on Google as the long term AI winner. Meta, Microsoft, OpenAI, etc. are trying to address problems with consumer video cards and spending billions to try and out bid each other to win Nvidia's favor - while Google is on their 6th generation of custom silicon. Literally the only thing that can stop Google now is the fact they keep bringing Microsoft and Oracle…
How Meta trains large language models at scale
81–90 of 213 posts
Re: How Meta trains large language models at scale
#82Earlier quoted context omitted.
Do you really think Google’s hardware expertise is better than Nvidia’s? If needed these other companies have the $$$ to buy the best chips money can buy from Nvidia. Better chips than Google could ever produce. If anything, this is why IMO Google will fail.
I thought NVIDIA's moat was mostly software/CUDA?
No one will beat them at their game. However if there are any major breakthroughs that might render those processing capacities unneeded, or the major players hitting a wall regarding AI spending, then they will take a massive hit. It will come eventually because the chip business is always in boom/bust cycles.
Re: How Meta trains large language models at scale
#83Earlier quoted context omitted.
I think it's likely Nvidia's GPU's, many of which are $50,000+ for a single unit, far surpass Google's custom silicon otherwise why wouldn't Google be selling shovels like Nvidia? If Google had a better chip, or even a chip that was close, they would sell it to anyone and everyone. From a quick search I can see Google's custom chips are 15x to 30x slower to train AI compared to Nvidia's current latest gen AI specific…
We have almost 400 H100's sitting idle. I wonder how many other companies are buying millions of dollars worth of these chips with the hopes of them being used, but aren't being utilized?
Re: How Meta trains large language models at scale
#84Which data sources? How much of Meta users data (fb, instagram… etc). How do they sanitize PII?
Re: How Meta trains large language models at scale
#85Posts like this underscore why the smart money is betting on Google as the long term AI winner. Meta, Microsoft, OpenAI, etc. are trying to address problems with consumer video cards and spending billions to try and out bid each other to win Nvidia's favor - while Google is on their 6th generation of custom silicon. Literally the only thing that can stop Google now is the fact they keep bringing Microsoft and Oracle…
1. Google's stock didn't siginificantly outperformed Meta, Microsoft, etc, in thet past two years.
2. Meta and Microsoft are trying to make their own chips as well.
3. They're not using "consumer video cards" to train AI. I don't even know if you can call these beasts video cards any more. H100 doesn't have HDMI port.
Re: How Meta trains large language models at scale
#86Earlier quoted context omitted.
They do sell shovels, you can get Google TPUs on Google Cloud.
Exactly and they are still about 1/18ths as good at training llms as a H100. Maybe they are less than 1/18ths the cost, so google technically have a marginally better unit cost but i doubt it when you consider the R&D cost. They are less bad at inference, but still much worse than even an A100.
I would bet money that TPUs are at least better at doing AI research than anything Nvidia will sell you. That alone might be enough for Google to keep getting some new ones fabbed each year. The TPUs you can rent on Google Cloud might very well just be hardware requisitioned by the AI team, for the AI team, that they aren't always using to capacity, and so is "earning out" its CapEx through public rentals.
TPUs are maybe also better at other things Google does internally, too. Running inference on YouTube's audio+video-input timecoded-captions-output model, say.
Re: How Meta trains large language models at scale
#87Posts like this underscore why the smart money is betting on Google as the long term AI winner. Meta, Microsoft, OpenAI, etc. are trying to address problems with consumer video cards and spending billions to try and out bid each other to win Nvidia's favor - while Google is on their 6th generation of custom silicon. Literally the only thing that can stop Google now is the fact they keep bringing Microsoft and Oracle…
The only thing that can stop Google is Google. Somehow every bet that isn't Search doesn't pan out. And inexplicably, they're working hard to kill Search now. As a shareholder, I hope they succeed. But I am more pessimistic about it than you.
Re: How Meta trains large language models at scale
#88Earlier quoted context omitted.
Because it's completely irrelevant.
and deceptive if not inaccurate. Meta's Model Cards specifically call out that they were trained on publicly available datasets and NOT any Meta user data. For example: https://github.com/meta-llama/llama3/blob/main/MODEL_CARD.md
> We use information that is publicly available online and licensed information. We also use information shared on Meta’s Products and services. This information could be things like posts or photos and their captions.
Re: How Meta trains large language models at scale
#89Posts like this underscore why the smart money is betting on Google as the long term AI winner. Meta, Microsoft, OpenAI, etc. are trying to address problems with consumer video cards and spending billions to try and out bid each other to win Nvidia's favor - while Google is on their 6th generation of custom silicon. Literally the only thing that can stop Google now is the fact they keep bringing Microsoft and Oracle…
Re: How Meta trains large language models at scale
#90Earlier quoted context omitted.
I think it's likely Nvidia's GPU's, many of which are $50,000+ for a single unit, far surpass Google's custom silicon otherwise why wouldn't Google be selling shovels like Nvidia? If Google had a better chip, or even a chip that was close, they would sell it to anyone and everyone. From a quick search I can see Google's custom chips are 15x to 30x slower to train AI compared to Nvidia's current latest gen AI specific…
We have almost 400 H100's sitting idle. I wonder how many other companies are buying millions of dollars worth of these chips with the hopes of them being used, but aren't being utilized?