81–90 of 96 posts
I don’t want to be cynical, it’s just that the world has left very few options otherwise.
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>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).
So what do you propose? Should the US stop development till other countries catch up?
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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).
>Monopoly is bad. So what do you propose? Should the US stop development till other countries catch up?
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>Monopoly is bad. So what do you propose? Should the US stop development till other countries catch up?
Nah, I'd say just do more anti-monopoly anti-inequality work. Probably start internally, that's a massive enough task on its own (eg breaking up big tech). Assist other countries eg with aid if (and only if) they are doing the same. This is a big topic, ask your favorite frontier LLM about it.
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Nah, I'd say just do more anti-monopoly anti-inequality work. Probably start internally, that's a massive enough task on its own (eg breaking up big tech). Assist other countries eg with aid if (and only if) they are doing the same. This is a big topic, ask your favorite frontier LLM about it.
Unless China does the same that's an unrealistic ask. That would be like doing nuclear disarmament but only you and everyone else gets to keep their nukes.
Again, go have this discussion with the LLM you trust, it's much more informative.
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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:)
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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?
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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.
Good luck trying to raise money from a NATIONAL science foundation without it being in the NATIONAL interest.
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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 an…
> "rising costs"
Nvidia's margin expansion would suggest otherwise. Or at least, the costs are not scaling with volume/pricing. Again, all we need to do is look at the margins.
> "their position quite untenable ... But until ROCm is at least _easy_ nothing will happen there"
Seems like you're contradicting yourself. Not sure what point you're trying to make. Bottom line is, there is absolutely no concern about monopsony as suggested by the GP. Revenue is booming and margins are expanding. Will it last? Who knows. Fat margins tend to invite competition.
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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.