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

Post by krupan » Sat, Jan 31, 2026, 3:02 AM UTC

moomoo11 wrote: post #62

ryanSrich wrote: post #45

Earlier quoted context omitted.

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.

I actually think Sam is “better” than say Elon or Dario because he seems like a typical SF/SV tech bro. You probably know the type (not talking about some 600k TC fang worker, I mean entrepreneurs). He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling. I don’t know him personally but he comes across like an average person if that makes sense (in this environment that is). I think I personall…

Post by bhadass » Sat, Jan 31, 2026, 3:04 AM UTC

breput wrote: post #41

sailingparrot wrote: post #34

Earlier quoted context omitted.

> 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-3…

Post by sebmellen » Sat, Jan 31, 2026, 3:11 AM UTC

krupan wrote: post #81

moomoo11 wrote: post #62

Earlier quoted context omitted.

I actually think Sam is “better” than say Elon or Dario because he seems like a typical SF/SV tech bro. You probably know the type (not talking about some 600k TC fang worker, I mean entrepreneurs). He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling. I don’t know him personally but he comes across like an average person if that makes sense (in this environment that is). I think I personall…

Not extreme? Have you seen his interviews? I guess his wording and delivery are not extreme, but if you really listen to what he's saying, it's kinda nuts.

Post by system2 » Sat, Jan 31, 2026, 3:13 AM UTC

consumer451 wrote: post #77

bredren wrote: post #72

Earlier quoted context omitted.

How about Apple? How is Apple training its next foundation models?

To use the parlance of this thread: "next" foundation models is doing a lot of heavy lifting here. Am I doing this right? My point is, does Apple have any useful foundation models? Last I checked they made a deal with OpenAI, no wait, now with Google.

Post by system2 » Sat, Jan 31, 2026, 3:14 AM UTC

Morromist wrote: post #20

jt2190 wrote: post #10

Last paragraph is informative: > Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs. So which leading AI company is goi…

Nvidia had the chance to build its own AI software and chose not to. It was a good choice so far, better to sell shovels than go to the mines - but they still could go mining if the other miners start making their own shovels. If I were Nvidia I would be hedging my bets a little. OpenAI looks like it's on shaky ground, it might not be around in a few years.