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

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kadoban 3 hours ago | parent | next [-]

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).

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jacquesm 3 hours ago | parent | prev | next [-]

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

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SV_BubbleTime 2 hours ago | parent [-]

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”.

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dannyw an hour ago | parent | next [-]

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.

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jacquesm 2 hours ago | parent | prev [-]

They just took the 5090 of the market. Too powerful for ordinary people I guess.

	▲	dannyw an hour ago \| parent [-]
		More the opposite, too many companies buying 5090s by the pallet instead of their Pro or DC lineup. Just from basic maths, the GeForce line (except 5090) has and continues to be extremely ‘subsidised’ at street prices compared to their DC lineup; in terms of margins, and $ they’d make instead of using the same fab or memory allocation for e.g. a RTX Pro or higher; which still have massive demand. If you want 32GB and CUDA, 2x 5060ti 16gb and tensor parallelism 2 is pretty easy to set up in any ATX PC case. They are a greedy mega cap business like everyone else. But if you rationalise it a bit, if they make geforces too compelling for scalers and neoclouds with more VRAM, the margin shortfall would be in the hundreds of billions. At least they’re not exiting the consumer market altogether like other players, and at least they continue to deliver on software.

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afavour 3 hours ago | parent | prev | next [-]

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

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verdverm 4 hours ago | parent | prev [-]

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