Jensen & Nvidia were never AGI / ASI pilled.

As a result they never seriously pursued frontier research for open models - which could have easily absorbed any excess compute they planned for.

On the other side their customers are rapidly becoming their competitors and will happily eat up spare capacity at TSMC if nvidia can’t fulfill its obligations.

Edit: to be fair there are several counterfactuals that could have played out negatively if nvidia decided to go into frontier research or go upstream like Elon and build their own fab. Jensen himself said they were completely focused on building general purpose compute and his bets had turned out to be right so far.

▲

reddmachine 3 hours ago | parent | next [-]

To be fair their Nemotron models are pretty good. The Parakeet speech-to-text model is also pretty good. That being said these pale in comparison to the frontier labs. They should've invested more into it, but I understand that they don't want to piss off their biggest competitors.

	▲	georgeburdell 23 minutes ago \| parent \| next [-]
		A friend of mine works on Nemotron. He stated quite plainly that they intentionally don't push the boundaries for the reason you state. It's similar to when companies create reference designs that show off the features of their real product, like Google and their Pixel phones
	▲	reddmachine 2 hours ago \| parent \| prev [-]
		* they don't want to piss off their biggest customers. :D

▲

2 hours ago | parent | prev | next [-]

[deleted]

▲

Kapura an hour ago | parent | prev [-]

what's asi