Comment by tjwebbnorfolk

4 hours ago

I for one am excited by the prospect of a well-funded open-source competitor to Anthropic, OpenAI, and the Chinese models.

I don't love that it's Nvidia. They're already in some weird incestuous thing with two of those three (and the rest of the market).

I would be too. Where are we going to buy the GPUs though?

  • It should be very clear that Nvidia is not interested in selling you GPUs to run models. But it’s very interested in selling data centers that you can use to run models in a way that everybody on their end “accepts”.

    • DGX Spark, RTX Spark, Pro Blackwells, etc. They are absolutely interested in selling local hardware you own. Just at the similar margins to the rest of their main business now.

Eh, given the level of trading between NVidia and the established AI companies will it be a true competitor?

That can happen without consolidation, the funding is already so circular it's dizzying