| ▲ | K0balt 4 hours ago |
| Wtf. Are we actually seeing a push towards being 100percent dependent on the cloud? Sovereign AI has never been more important. Controlling AI is so much more powerful and impactful than controlling search or social algorithms. Centralized AI a 10x on social control over everything we have seen before, and there is no way that a free and open society survives contact with centralised, high capability AI if the system is manipulated towards guiding outcomes. It’s essentially mind control, as people will offload an even greater share of their cognition to AI than they do with search and social. Build and maintain sovereign AI while you still can. |
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| ▲ | GuB-42 3 hours ago | parent | next [-] |
| No, we are just seeing a push towards Nvidia wanting to make money. Nothing stops you from giving Nvidia half a million for their latest and greatest AI GPUs, unless you are in China I guess, but China does very well despite the export control. It is just classic market segmentation, the thing Nvidia and just about every company that can benefit from it has done for decades. Cloud providers are ready to pay a lot of money, consumers wanting local AI have a lower budget, and gamers even lower. But a low budget is greater than zero, and there is still money to be made on these markets. But they also don't want to compete against themselves, so they are going to find ways of crippling enterprise-class workloads on consumer hardware. It used to be that they crippled high precision arithmetic on consumer hardware, because it was a differentiating factor, but AI doesn't care about high precision, so now, it is something else. |
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| ▲ | Schlagbohrer 44 minutes ago | parent | next [-] | | I can't wait until we have real competition against NVIDIA, whether it is from a Chinese chip maker or someone else. Hopefully then these kinds of intentional crippling of hardware/firmware will be avoidable by buying an equivalent product from another firm. | | |
| ▲ | podocarp 25 minutes ago | parent [-] | | Even for things like the huawei ascend, what makes them crap for price to perf I think is still dram. They actually cost more than nvidia clusters last I checked. Just like how regular laptops and phones are now being squeezed upwards to become closer (and uncompetitive with) apple devices. |
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| ▲ | sidewndr46 2 hours ago | parent | prev [-] | | Given the history of prohibition in the past few centuries, it wouldn't surprise me if it is much easier to buy Nvidia products in China than in the US. The price is much higher most likely, but the actual transaction is likely easier. | | |
| ▲ | embedding-shape 2 hours ago | parent [-] | | Unless the US somehow differs from the EU in some major ways, can't you just walk into a store and buy a NVIDIA GPU? Not sure how much easier it can get. And yes, it's as easy in China too, walk into store, point at GPU, fork over the money, you get your GPU. Like everywhere else, except the US I suppose? |
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| ▲ | InsidiousWombat 4 hours ago | parent | prev | next [-] |
| NVIDIA probably already figured out that local will be massive part and are preparing to do DRM for AI. Pay up for license to unlock full capacity, pay up for license to use encrypted models from AI moguls, paid per billion tokens processed or just operations in GPU |
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| ▲ | iamnothere 4 minutes ago | parent | next [-] | | This is exactly it, they have stated that they are planning to introduce licensing and subscriptions for server farms: https://www.pcguide.com/news/nvidia-reportedly-planning-annu... | |
| ▲ | hhh 4 hours ago | parent | prev | next [-] | | There is already DRM for AI. check out nvidia’s docs around hosting proprietary models with encrypted weights | | |
| ▲ | bayindirh a few seconds ago | parent | next [-] | | That's older than current AI/LLM/NVIDIA wave. Many application specific DSPs probably carry their model weights in an encrypted manner. If not, we would have seen the extremely performant face recognition and tracking models extracted from professional cameras already. | |
| ▲ | novaRom 3 hours ago | parent | prev | next [-] | | Interestingly it is Microsoft who filed a patent for DRM-style locking of AI models to verified devices (published July 2026): https://patentlyze.com/patent/microsoft-drm-ai-models-explai... | | | |
| ▲ | jval43 2 hours ago | parent | prev [-] | | AI is actually the perfect use case for homomorphic encryption. I wonder if this space is explored fully enough at the moment. Aside from some implementation details, it's conceptually much easier than doing it for a SQL database. |
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| ▲ | AlAjem 3 hours ago | parent | prev | next [-] | | I don't see the case for DRM protected local models on either side. The consumer has access to free and open models for local use. The supplier has better control and wider market to serve running the models in data centers. Only way I can see encrypted models being widespread is if they are bundled as part of a software package (OS/Browser/etc) and not sold as the product. | | |
| ▲ | petu 3 hours ago | parent [-] | | There's good open weight models for now, labs could stop releasing them for whatever reason (assuming "good model" is a moving target). |
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| ▲ | Geof25 an hour ago | parent | prev | next [-] | | Is DRM going to work considering how good LLMs are in reverse engineering? I would say it is a fools errand at this point. | |
| ▲ | sva_ 3 hours ago | parent | prev | next [-] | | It wouldn't work on windows either, if that were the case. It sounds more like it hasn't been properly implemented yet | |
| ▲ | ReptileMan 2 hours ago | parent | prev [-] | | Or buy Huawei ascend... |
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| ▲ | rkozik1989 17 minutes ago | parent | prev | next [-] |
| Yes, we are, the amount of data centers being built doesn't make sense for long-term model improvements. They are definitely planning on licensing us terminals to use instead of our own PCs at the very least as a backup plan if the frontier companies fail and have assets liquidated. |
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| ▲ | motbus3 3 hours ago | parent | prev | next [-] |
| Years ago I would think I was being paranoid to think they would patch hardware retroactively to make it slower so you need to pay more to use your own hardware.
In 2026, I think this is what all car companies are doing after you pay the full car price.
I don't see a reason why they wouldn't do it with so little competition |
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| ▲ | somat 2 hours ago | parent [-] | | It smells like something IBM would do. Coming from small computers where you own it, I was flabbergasted to learn that IBM would ship additional processors and ram with their mainframes but you were not allowed to use them until you paid the additional license fee. So it is something that has been done for a long time now. Still feels like unethical rent-seeking that should not be tolerated by the customer. See Also: car companies that charge additional fees for hardware already on the car. Additional services, I sort of understand(remote start via cell network), but stuff like heated seats, that is just wrong. | | |
| ▲ | podocarp 21 minutes ago | parent | next [-] | | Databases licencing per core is the most ridiculous thing I've heard for me. In this case they have zero marginal cost and still charge you for it. Hilarious. | |
| ▲ | motbus3 an hour ago | parent | prev | next [-] | | Tesla do the same and I am not sure but someone told me Chevrolet and Audi have same "solutions" in place | |
| ▲ | esseph 2 hours ago | parent | prev | next [-] | | Isn't this something apple has been in legal trouble over? Yep, "Batterygate" https://www.npr.org/2020/11/18/936268845/apple-agrees-to-pay... | |
| ▲ | mschuster91 an hour ago | parent | prev [-] | | > See Also: car companies that charge additional fees for hardware already on the car. Additional services, I sort of understand(remote start via cell network), but stuff like heated seats, that is just wrong. It saves the car manufacturer on logistics cost. The per-unit cost of a seat heater is (much) smaller than the cost related to keeping two variants of seat in stock and to provide spare parts. Say the heating mat costs 100€ per seat including materials and installation, and can be sold to the customer for 400€ permanent, that means as long as 1 in 4 customers buys the seat heating option, the books are balanced, and all money you save on logistics is pure profit. Adding subscription on top of that is financially even better, if there is one thing companies LOVE thanks to stonk market incentives it is monthly recurring revenue. | | |
| ▲ | motbus3 an hour ago | parent [-] | | You are absolutely right! (Couldn't resist the ai pun) I think more than that, it is probably a lie they tell us that you are not paying for the hardware/equipment. |
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| ▲ | boltzmann64 3 hours ago | parent | prev | next [-] |
| The reason why open source couldn't win search and social was because they need network effects which is not possible for open source maintainers. AI is a software just like operating systems and executables where open source absolutely dominates the industry. Remember when the compiler engineers optimized the shit out of llama.cpp. Right now the bottleneck for AI software is compute and data. Moore's law is give us compute, StackOverflow, arXiv (and it's children like bioRxiv), gutenberg and others (3lib, anna, internet.org) will give us data. It's a waiting game. Open source always wins. |
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| ▲ | torben-friis 2 hours ago | parent [-] | | >Right now the bottleneck for AI software is compute and data. Moore's law is give us compute, StackOverflow, arXiv (and it's children like bioRxiv), gutenberg and others (3lib, anna, internet.org) will give us data. Tons of stuff happenning behind closed doors today though. No more stackoverflow for the next decade, that could create a problem if all new context only exists in chatgpt conversations only openAI has access to (or whoever). | | |
| ▲ | Helmut10001 2 hours ago | parent [-] | | Wait until the archives are compromised and millions of people's conversation and uploaded data are published. Such context was never before accessible in that scale, but it will become accessible soon, I am pretty sure. |
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| ▲ | terabyterex 9 minutes ago | parent | prev | next [-] |
| no nvidia wants you buying hardware to run local. the issue here is that the RTX spark was designed for windows. |
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| ▲ | FartyMcFarter 2 hours ago | parent | prev | next [-] |
| > Are we actually seeing a push towards being 100percent dependent on the cloud? [Hanlon's Razor] This is such a contrived performance drop scenario that I find it hard to believe it was done with the purpose you're inferring. I'd interpret this as Nvidia not caring that much about Linux desktops/laptops once again (as opposed to Windows desktops/laptops), rather than anything to do with local vs cloud. |
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| ▲ | joshspankit 2 hours ago | parent | prev | next [-] |
| Remember this is the same company that stopped GTX/RTX users from hardware encoding more than 2 video streams at the same time |
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| ▲ | duskdozer 3 hours ago | parent | prev | next [-] |
| Yes? How is this at all surprising given....everything we've seen tech companies push for for years and years? People are fully embedding themselves and their workflows in the services of big, closed companies, and are going to be surprised when they finally feel able to clamp down? There has been warning sign after warning sign, but people are only increasing their dependence. |
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| ▲ | f6v 2 hours ago | parent | prev | next [-] |
| > Build and maintain sovereign AI while you still can. As in, make your own inference and training hardware? |
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| ▲ | embedding-shape 2 hours ago | parent [-] | | No, when people talk about building software they tend to mean building software. Just like "putting together my own training hardware" doesn't imply you're creating your own wafers from sand. | | |
| ▲ | f6v an hour ago | parent [-] | | But the original post was about a hardware vendor getting in the way. It's pointless to talk about "sovereign AI" when all you do is run GLM on Nvidia. |
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| ▲ | hoppp 2 hours ago | parent | prev | next [-] |
| Yes, in everything. I stopped using my laptop for dev and switched to talking to claude code on my phone and as you can imagine I am faster at producing code. 100% cloud with a single entry point device to manage dedicated servers + agents |
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| ▲ | 2 hours ago | parent | prev | next [-] |
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| ▲ | hsuduebc2 2 hours ago | parent | prev | next [-] |
| This is classical move from Nvidia. They are doing similiar bullshits on their GPUs for decades. I'm very much looking forwars for their competition to rise. |
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| ▲ | 150g2 2 hours ago | parent | prev [-] |
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