Comment by jt2190
8 hours ago
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 going to build on Nvidia, if not OpenAI?
"Largely" is doing a lot of heavy lifting here. Yes Google and Amazon are making their own GPU chips, but they are also buying as many Nvidia chips as they can get their hands on. As are Microsoft, Meta, xAI, Tesla, Oracle and everyone else.
But is Google buying those GPU chips for their own use, or to have them on their data centers for their cloud customers?
google buys nvidia GPUs for cloud, I don't think they use them much or at all internally. The TPUs are both used internally, and in cloud, and now it looks like they are delivering them to customers in their own data centers.
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Both. Internal are customers too.
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.
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Apple is sitting this whole thing out. Bizarre.
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They are in housing their AI to sell it as a secure way to AI, which 100% puts them in the lead for the foreseeable future.
OpenAI will keep using Nvidia GPUs but they may have to actually pay for them.
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.
They do build their own software, though. They have a large body of stuff they make. My guess is that it’s done to stay current, inform design and performance, and to have something to sell enterprises along with the hardware; they have purposely not gone after large consumer markets with their model offerings as far as I can tell.
Another comment had this:
https://blogs.nvidia.com/blog/open-models-data-tools-acceler...
Interesting times.
Good point, I didn't notice that.
Interesting times indeed!
There is no way Nvidia can make even a fraction of what they are making from AI software.
Would Nvidia investing heavily in ClosedAI dissuade others to use Nvidia?
If nothing else, the video game market would explode under AMD, maybe?
Aren't they switching to PI for Pretend Intelligence?
Literally all the other companies that still believe they can be the leading ones one day?
Maybe xAI/Tesla, Meta, Palantir
The moment you threaten NVDA's livelyhood, your company starts to fall apart. History tells.
the chinese will probably figure out a way to sneak the nvidia chips around the sanctions
Alibaba has their own chips now they use for training.