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pphysch 3 hours ago

Nvidia is among the best positioned if open models win.

gscott 2 hours ago | parent [-]

Most of nvidia's revenue comes from data center scale out. They will loose their ass if local models win.

pixl97 23 minutes ago | parent | next [-]

Any model ran takes compute. Everybody, datacenters and local need compute.

And I don't see a future where datacenters lose much to open models. I've ran local server rooms before clouds were a thing. Cooling and power is a very expensive pain in the ass. You're not dropping a rack of local models in most buildings without breaking the local power grid.

c0rruptbytes an hour ago | parent | prev [-]

open models don’t imply local models… it just allows more people to run them, most likely with nvidia GPUs