Comment by ares623
7 hours ago
Selling the _entire_ stake sounds really aggressive though? Is that normal?
Even if you're all-in on OpenAI, does it not make financial sense to have _some_ stake in Nvidia considering they are the only ones with an actual moat?
Unless there are CUDA alternative breakthroughs we will hear about in the next few days.
Amazon’s Idaho 2Gw data center it’s building for Anthropic has 0 Nvidia Cuda cores.
https://finance.yahoo.com/news/amazon-says-anthropic-will-us...
> Anthropic is using 500,000 of Amazon’s Trainium2 chips for its Claude AI models as part of the tech giant's Project Rainier
For researchers and academics, cuda is painful to avoid, but I'm not sure that it is for large companies, once the time comes to train and deploy large models.
Isn't it merely a matter of time before China has an alternative?
All you have to look at is ASIC miners. Once they had them, they were 10x faster than GPUs easily and made GPUs useless for those algos. Something very similar can happen soon.
The fundamentals are different. Bitcoin mining is not intrinsically suited to acceleration on a GPU. It is a not-very-wide serial integer operation.
AI inference on the other hand is basically just very large floating point tensor matrix multiplication. What does an ASIC for matmul look like? A GPU.
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They don't even need to invent anything. Just put in some work to polish what already exists: https://github.com/vosen/ZLUDA
IMHO AMD should have done this a decade ago.
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