> Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs.
So which leading AI company is going to build on Nvidia, if not OpenAI?
If I were Nvidia I would be hedging my bets a little. OpenAI looks like it's on shaky ground, it might not be around in a few years.
https://blogs.nvidia.com/blog/open-models-data-tools-acceler...
Interesting times.
My point is, does Apple have any useful foundation models? Last I checked they made a deal with OpenAI, no wait, now with Google.
I guarrantee you that in 10 years time, you will get claims of unethical conduct by those companies only after the mania has ended (and by then the claimants have sold all their RSUs.)
[1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...
Nvidia has always had its own family of models, it's nothing new and not something you should read too much into IMHO. They use those as template other people can leverage and they are of course optimized for Nvidia hardware.
Nvidia has been training models in the Megatron family as well as many others since at least 2019 which was used as blueprint by many players. [1]
It doesn't get a ton of attention on /r/LocalLLaMA but it is worth trying out, even if you have a relatively modest machine.
[0] https://huggingface.co/nvidia/NVIDIA-Nemotron-3-Nano-30B-A3B...
[1] https://huggingface.co/unsloth/Nemotron-3-Nano-30B-A3B-GGUF
It isn't as though GLM-4.7 Flash is significantly better, and honestly, I have had poor experiences with it (and yes, always the latest llama.cpp and the updated GGUFs).
Point me to these? Would like to have a look.
I didn't find the original lawsuit documents, but there's a screenshot in this video: https://youtu.be/csybdOY_CQM?si=otx3yn4N26iZoN7L&t=182 (timestamp is 3:02 if you don't see it)
There's more details about the behind-the-scenes and greg brockman's diary leaks in this article: https://www.techbuzz.ai/articles/open-ai-lawsuit-exposed-the... Some documents are made public thanks to the Musk-OpenAI trial.
I'll let you read a few articles about this lawsuit, but basically they said to Musk (and frankly, to everyone else) that they were committed to the non-profit model, while behind the scenes thinking about "making the billion" and turning for-profit.
Edit: Ah, so the fake investment announcements started from the very beginning. Incredible.
1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in.
2. Sam Altman is profoundly unlikable.
And when two people want different things from him, he "resolves" the conflict by agreeing with each of them separately, and then each assumes they got what they wanted, until they talk to the other person and find out that nothing was resolved.
Really not a person who is qualified to run a company, except the constant lying is good for fundraising and PR.
He and his personality caused people like Ilya to leave. At that point the failure risk of OAI jumped tremendously. The reality he will have to face is, he has caused OAIs demise.
Perhaps hes ok with that as long as OAI goes down with him. Would expect nothing less from him.
All these people are replaceable lol, they’re employee tier. If they’re not CEO then they’re not that important. You might disagree but that’s why there’s 1 guy at the helm (being reductive here, use your brain and actually stop over thinking but the board chose him or whatever) and everyone else follows him. If someone leaves you get another one.
He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling. I don’t know him personally but he comes across like an average person if that makes sense (in this environment that is).
I think I personally prefer that over Elon’s self induced mental illnesses and Dario being a doomer promoting the “end” of (insert a profession here) in 12 months every 6 months. It’s hard for me to trust a megalomaniac or a total nerd. So Sam is kinda in the middle there.
I hope OpenAI continues to dominate even if the margins of winning tighten.
Now I have him muted on X.
Personally I don't think Elon is the worst billionaire, he's just the one dumb enough to not have any PR (since 2020). They're all pretty reprehensible creatures.
If you nail the bar to the floor, then sure, you can pass over it.
> He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling.
I don't now what your definition of extreme is but by mine he's pretty extreme.
> I think I personally prefer that over Elon’s self induced mental illnesses and Dario being a doomer promoting the “end” of (insert a profession here) in 12 months every 6 months.
All of them suffer from thinking their money makes them somehow better.
> I hope OpenAI continues to dominate even if the margins of winning tighten.
I couldn't care less. I'm on the whole impressed with AI, less than happy about all of the slop and the societal problems it brings and wished it had been a more robust world that this had been brought in to because I'm not convinced the current one needed another issue of that magnitude to deal with.
I think over time it (LLM based) will become like an augmenter, not something like what they’re selling as some doomsday thing. It can help people be more efficient at their jobs by quickly learning something new or helping do some tasks.
I find it makes me a lot more productive because I can have it follow my architecture and other docs to pump out changes across 10 files that I can then review. In the old way, it would have taken me quite a while longer to just draft those 10 files (I work on a fairly complex system), and I had some crazy code gen scripts and shit I’d built over the years. So I’d say it gives me about 50% more efficiency which I think is good.
Of course, everyone’s mileage may vary. Kinda reminds me of when everyone was shitting on GUIs, or scripting languages or opinionated frameworks. Except over time those things made productivity increase and led to a lot more solutions. We can nitpick but I think the broader positive implication remains.
https://techcrunch.com/2026/01/26/nvidia-invests-2b-to-help-...
https://www.theregister.com/2026/01/29/oracle_td_cowen_note/
Edit: Another src https://www.cio.com/article/4125103/oracle-may-slash-up-to-3...
And yes, Sam is incredibly unlikable. Every time I see him give an interview, I am shocked how poorly prepared he is. Not to mention his “ads are distasteful, but I love my supercar and ridiculous sunglasses.”
wigster•3h ago
echelon•3h ago
ajross•3h ago
We all know this is a speculative run-up. We all know it'll end somehow. Crashes always start with something like this. Is this the tipping point? Damned if I know. But it'll come.