Nvidia and Salesforce double down on AI startup Cohere in $450M round
1–10 of 43 posts
Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round
#2Man I hate Nvidia and their monopolistic behavior. Making 800% margins on H100s is just absolute greed imo. They make good GPUs but they don't deserve to be an almost $3T company...
Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round
#3Man I hate Nvidia and their monopolistic behavior. Making 800% margins on H100s is just absolute greed imo. They make good GPUs but they don't deserve to be an almost $3T company...
I hate the industry for never learning how to get along and make a real CUDA competitor. Nvidia can make 1600% margins for all I care, this is exactly the sort of future we deserve when nobody can agree on a common GPU API.
You want competition, you want vertical integration? Here it is. Compete.
Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round
#4Man I hate Nvidia and their monopolistic behavior. Making 800% margins on H100s is just absolute greed imo. They make good GPUs but they don't deserve to be an almost $3T company...
If they are selling something that everyone wants and there aren't enough GPUs to around, how else do you suggest allocating those GPUs to the public except by increasing the price?
Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round
#5Man I hate Nvidia and their monopolistic behavior. Making 800% margins on H100s is just absolute greed imo. They make good GPUs but they don't deserve to be an almost $3T company...
"Your margin is my opportunity"
A ton of companies are dumping R&D into designing their own chips with seeming success. Nvidia will be in tough company quite soon, but for now demand greatly outstrips supply.
Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round
#6Man I hate Nvidia and their monopolistic behavior. Making 800% margins on H100s is just absolute greed imo. They make good GPUs but they don't deserve to be an almost $3T company...
AMD had a chance, they dropped the ball and still won't fix their ways (on devexp, drivers, etc). I think Nvidia deserves the success.
Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round
#7Man I hate Nvidia and their monopolistic behavior. Making 800% margins on H100s is just absolute greed imo. They make good GPUs but they don't deserve to be an almost $3T company...
So say they mark them down to some reasonable level — they are still supply constrained and now the line just gets longer. It doesn’t really fix anything.
Pricing allows them to prioritize their customers, which seems reasonable.
Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round
#8Man I hate Nvidia and their monopolistic behavior. Making 800% margins on H100s is just absolute greed imo. They make good GPUs but they don't deserve to be an almost $3T company...
I hate the industry for never learning how to get along and make a real CUDA competitor. Nvidia can make 1600% margins for all I care, this is exactly the sort of future we deserve when nobody can agree on a common GPU API. You want competition, you want vertical integration? Here it is. Compete.
> I hate the industry for never learning how to get along and make a real CUDA competitor.
there are google TPUs. Do they provide better pefrormance/dollar, or google also charges high margin, or Nvidia is doing some unique optimizations?
Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round
#9Earlier quoted context omitted.
I hate the industry for never learning how to get along and make a real CUDA competitor. Nvidia can make 1600% margins for all I care, this is exactly the sort of future we deserve when nobody can agree on a common GPU API. You want competition, you want vertical integration? Here it is. Compete.
> I hate the industry for never learning how to get along and make a real CUDA competitor. there are google TPUs. Do they provide better pefrormance/dollar, or google also charges high margin, or Nvidia is doing some unique optimizations?
[deleted]
Re: Nvidia and Salesforce double down on AI startup Cohere in $450M round
#10Earlier quoted context omitted.
I hate the industry for never learning how to get along and make a real CUDA competitor. Nvidia can make 1600% margins for all I care, this is exactly the sort of future we deserve when nobody can agree on a common GPU API. You want competition, you want vertical integration? Here it is. Compete.
> I hate the industry for never learning how to get along and make a real CUDA competitor. there are google TPUs. Do they provide better pefrormance/dollar, or google also charges high margin, or Nvidia is doing some unique optimizations?
Our company can buy NVIDIA gear. Google TPU, well, is google's property I have no control over. This site is overrepresented by clod folks. In reality ~90% of the workloads are NOT cloud based. Unless one can buy Google/Amazon/Meta T/N/AI/PUs that unique optimizations are irrelevant for the most of the workloads.