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  • S_x96x_S S_x96x_S addikt
    #51622
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    addikt

    Jensen Huang – Will Nvidia’s moat persist?
    https://www.youtube.com/watch?v=Hrbq66XqtCo
    "I asked Jensen about TPU competition, Nvidia’s lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be selling AI chips to China, why Nvidia doesn’t just become a hyperscaler, how it makes its investments, and much more. Enjoy!"

    𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
    00:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?
    00:16:25 – Will TPUs break Nvidia’s hold on AI compute?
    00:41:06 – Why doesn’t Nvidia become a hyperscaler?
    00:57:36 – Should we be selling AI chips to China?
    01:35:06 – Why doesn’t Nvidia make multiple different chip architectures?

    Transcript:
    https://www.dwarkesh.com/p/jensen-huang

    amúgy Jensen szerint "minden" furcsa ASIC trend mögött az Anthropic áll. ;)

    ""Jensen Huang:
    Anthropic is a unique instance, not a trend. Without Anthropic, why would there be any TPU growth at all? It’s 100% Anthropic. Without Anthropic, why would there be Trainium growth at all? It’s 100% Anthropic. I think that’s fairly well known and well understood. It’s not that there’s an abundance of ASIC opportunities. There’s only one Anthropic."

    aminek az oka , hogy az Anthropic az indulásakor nem támogatta az nvidia befektetésekkel:

    " At the time, I didn’t deeply internalize how difficult it would be to build a foundation AI lab like OpenAI and Anthropic, and the fact that they needed huge investments from the supplier themselves. We just weren’t in a position to make the multi-billion dollar investment into Anthropic so that they could use our compute. But Google and AWS were. They put in huge investments in the beginning so that Anthropic, in return, used their compute. We just weren’t in a position to do that at the time."

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