Загрузка видео...

Не удалось загрузить видео

Возникла проблема при загрузке этого видео. Это может быть связано с временными проблемами сети или видео может быть недоступно.

На главную

Delphi AI researcher Accelxr 👾 explains why Nvidia’s move into open models could make it a competitor to its own customers. “Nvidia is best positioned to extract maximum throughput for their models out of their own tech stack.”

Delphi Digital

1,519,707 subscribers

22,422 просмотров • 2 дней назад •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

Комментарии: 6

Фото профиля Delphi Digital

Delphi Digital2 дней назад

Watch the full episode here.

Фото профиля Lou

Lou2 дней назад

@accelxr the chip moat quietly becomes a model moat

Фото профиля reza

reza2 дней назад

@accelxr If Nvidia’s models run best on Nvidia hardware, that could change the competitive landscape pretty quickly

Фото профиля João Capital

João Capital2 дней назад

@accelxr vi isabilidade de hardware e modelo fecharem em um só player: lembra como a AMD perdeu margem quando começou a competir com as OEMs que usavam seus chips.

Фото профиля Donna Davis

Donna Davis2 дней назад

@accelxr That vertical integration could reshape who captures the value across the AI stack

Фото профиля wilaiPongsak

wilaiPongsak2 дней назад

@accelxr It looks like someone got a Delphi tattoo and is hyping up Nvidia's move into open AI!.

Похожие видео

Delphi AI researcher Accelxr 👾 explains why access to Nvidia chips could slow China’s push for chip independence. “Getting them back on the Nvidia bridge should slow down their development, kind of paradoxically. It slows their sovereignty push, and any tightening actually accelerates their push to build out their own chips.”

Delphi AI researcher Accelxr 👾 explains why access to Nvidia chips could slow China’s push for chip independence. “Getting them back on the Nvidia bridge should slow down their development, kind of paradoxically. It slows their sovereignty push, and any tightening actually accelerates their push to build out their own chips.”

Delphi Digital

20,562 просмотров • 4 дней назад

Delphi AI researcher Accelxr 👾 explains why inference could strengthen China’s position despite its compute disadvantage. “If the axis of competition has actually shifted from the training side to the serving side, all of these innovations... make them better situated.”

Delphi AI researcher Accelxr 👾 explains why inference could strengthen China’s position despite its compute disadvantage. “If the axis of competition has actually shifted from the training side to the serving side, all of these innovations... make them better situated.”

Delphi Digital

38,776 просмотров • 6 дней назад

Delphi AI researcher Accelxr 👾 explains why restricting frontier AI model access can create its own security risk. “If you’re not a company that gets access to it, you lose the ability to defend yourself against it when it’s released... Now it becomes a race immediately after it is released to harden all the infrastructure.”

Delphi AI researcher Accelxr 👾 explains why restricting frontier AI model access can create its own security risk. “If you’re not a company that gets access to it, you lose the ability to defend yourself against it when it’s released... Now it becomes a race immediately after it is released to harden all the infrastructure.”

Delphi Digital

24,330 просмотров • 3 дней назад

Delphi AI researcher Accelxr 👾 explains why China’s AI progress is more than just distillation. “Distillation can explain a large chunk of the capability and benchmark side, but it can’t explain a lot of the things they’ve shipped... The research is quite impressive.”

Delphi AI researcher Accelxr 👾 explains why China’s AI progress is more than just distillation. “Distillation can explain a large chunk of the capability and benchmark side, but it can’t explain a lot of the things they’ve shipped... The research is quite impressive.”

Delphi Digital

37,686 просмотров • 9 дней назад

Specialized AI agents help enterprises turn AI into systems built for their own workflows. NVIDIA Agent Toolkit brings together open Nemotron models, tools, skills and secure runtime support to help teams build agents tuned for domain-specific work. Learn more:

Specialized AI agents help enterprises turn AI into systems built for their own workflows. NVIDIA Agent Toolkit brings together open Nemotron models, tools, skills and secure runtime support to help teams build agents tuned for domain-specific work. Learn more:

NVIDIA

81,019 просмотров • 2 месяцев назад

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.” "Who owns the data? Are the prompts secure? Is this being transferred to you?" "If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.” "Who owns the data? Are the prompts secure? Is this being transferred to you?" "If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

Palantir

4,523,534 просмотров • 2 месяцев назад

NVIDIA AQCURIES HUGGING FACE FOR $12.9B. Jensen on the value of open source models: "I recommended that people use closed models as much as they can because they are developing rapidly. We use Claude, Codex, Perplexity, and Cursor at Nvidia. However, there are so many companies that have domain expertise, companies that have sovereignty reasons, they do their own research, those companies need to have control and ownership over their own intellectual proprietary. Open sourced models have become sufficiently good to allow companies to build their own AI."

NVIDIA AQCURIES HUGGING FACE FOR $12.9B. Jensen on the value of open source models: "I recommended that people use closed models as much as they can because they are developing rapidly. We use Claude, Codex, Perplexity, and Cursor at Nvidia. However, there are so many companies that have domain expertise, companies that have sovereignty reasons, they do their own research, those companies need to have control and ownership over their own intellectual proprietary. Open sourced models have become sufficiently good to allow companies to build their own AI."

amit

122,906 просмотров • 9 дней назад

The most interesting thing in tech: Everyone in Davos is talking about geopolitics and the growing antagonism between the US and Europe. But geopolitics are sometimes downstream of tech. And one thing that Europe could do is build its own open-source AI models. Eric Schmidt explains why that matters and how it could be done. #WEF26 #WEF2026

The most interesting thing in tech: Everyone in Davos is talking about geopolitics and the growing antagonism between the US and Europe. But geopolitics are sometimes downstream of tech. And one thing that Europe could do is build its own open-source AI models. Eric Schmidt explains why that matters and how it could be done. #WEF26 #WEF2026

nxthompson

11,750 просмотров • 7 месяцев назад

"#India is too important & too big to let go of foundation models." Vishal Sikka explains why India must build its own #AI stack, warning that control over AI will increasingly become a matter of national importance. #VoicesFromTheValley Shereen Bhan Vianai Systems, Inc.

"#India is too important & too big to let go of foundation models." Vishal Sikka explains why India must build its own #AI stack, warning that control over AI will increasingly become a matter of national importance. #VoicesFromTheValley Shereen Bhan Vianai Systems, Inc.

CNBC-TV18

18,690 просмотров • 2 месяцев назад

Kevin explains how frontier AI labs could benefit from open-sourcing models. “If they were to verticalize more quickly... there’s a tipping point where open-sourcing some of their models can make sense because they have a way to potentially capture more value.”

Kevin explains how frontier AI labs could benefit from open-sourcing models. “If they were to verticalize more quickly... there’s a tipping point where open-sourcing some of their models can make sense because they have a way to potentially capture more value.”

Delphi Digital

28,682 просмотров • 1 месяц назад

As AI models become more complex and more capable, is it possible that they’ll have experiences of their own? It’s an open question. We recently started a research program to investigate it.

As AI models become more complex and more capable, is it possible that they’ll have experiences of their own? It’s an open question. We recently started a research program to investigate it.

Anthropic

281,576 просмотров • 1 год назад

The AI economy is not just software. It is energy. Chips. Infrastructure. Models. Applications. And every layer needs people to build it. At NVIDIA’s Five-Layer AI event, co-founder Chris Malachowsky, former secretary of commerce Gina Raimondo and Mike Rowe discussed why the future of AI means opportunity for workers across the entire stack.

The AI economy is not just software. It is energy. Chips. Infrastructure. Models. Applications. And every layer needs people to build it. At NVIDIA’s Five-Layer AI event, co-founder Chris Malachowsky, former secretary of commerce Gina Raimondo and Mike Rowe discussed why the future of AI means opportunity for workers across the entire stack.

NVIDIA

28,786 просмотров • 6 месяцев назад

The next frontier of autonomous driving is unlocked by reasoning models. NVIDIA Alpamayo brings together open AI models with reasoning capabilities, closed-loop simulation tools, and massive real-world driving datasets. Alpamayo 1 is a vision–language–action model that explains its own decisions through explicit reasoning traces, enabling trustworthy, humanlike decision-making. Together with NVIDIA’s Physical AI dataset and AlpaSim simulation, Alpamayo provides the tools and scale required to enable level 4 autonomous vehicles. ▶️ Watch now:

The next frontier of autonomous driving is unlocked by reasoning models. NVIDIA Alpamayo brings together open AI models with reasoning capabilities, closed-loop simulation tools, and massive real-world driving datasets. Alpamayo 1 is a vision–language–action model that explains its own decisions through explicit reasoning traces, enabling trustworthy, humanlike decision-making. Together with NVIDIA’s Physical AI dataset and AlpaSim simulation, Alpamayo provides the tools and scale required to enable level 4 autonomous vehicles. ▶️ Watch now:

NVIDIA DRIVE

35,324 просмотров • 8 месяцев назад

For years, Nvidia has seemed almost untouchable. Now, the challengers are coming from every direction. Its biggest customers are now designing their own chips. So just how durable is Nvidia’s lead? Joy Yang from MarketVector Indexes speaks to Reuters on this

For years, Nvidia has seemed almost untouchable. Now, the challengers are coming from every direction. Its biggest customers are now designing their own chips. So just how durable is Nvidia’s lead? Joy Yang from MarketVector Indexes speaks to Reuters on this

Reuters

75,367 просмотров • 17 дней назад

Yoshua Bengio: AI models are part of geopolitics. And having your own AI models as a nation is of strategic importance. It is therefore all the more irritating that the EU is showing no signs of wanting to act immediately and build up its own AI industry.

Yoshua Bengio: AI models are part of geopolitics. And having your own AI models as a nation is of strategic importance. It is therefore all the more irritating that the EU is showing no signs of wanting to act immediately and build up its own AI industry.

Chubby♨️

28,152 просмотров • 1 год назад

Karp claims that LLMs are inherently unsafe for critical infrastructure, battlefields, or regulated manufacturing environments on their own. He says Palantir's Ontology is the necessary application layer to prevent data caching, stop unauthorized model training on private data, and make LLMs safe and precise for enterprise deployment. Palantir's alliance with Nvidia is engineered to give technical and defense customers absolute control over their compute, data stack, and proprietary models without bleeding their alpha to outside providers. $PLTR $NVDA

Karp claims that LLMs are inherently unsafe for critical infrastructure, battlefields, or regulated manufacturing environments on their own. He says Palantir's Ontology is the necessary application layer to prevent data caching, stop unauthorized model training on private data, and make LLMs safe and precise for enterprise deployment. Palantir's alliance with Nvidia is engineered to give technical and defense customers absolute control over their compute, data stack, and proprietary models without bleeding their alpha to outside providers. $PLTR $NVDA

CapexAndChill

11,924 просмотров • 2 месяцев назад

📈 NVIDIA tops AI leaderboards and benchmarks with open models driven by extreme co-design across compute, networking, memory, storage, and software. This includes models for biology, AI physics, agentic AI, physical AI, robotics, and autonomous vehicles. By being vertically integrated and horizontally open, NVIDIA enables its ecosystem to scale agentic workflows at every layer of the stack with the lowest cost per token.

📈 NVIDIA tops AI leaderboards and benchmarks with open models driven by extreme co-design across compute, networking, memory, storage, and software. This includes models for biology, AI physics, agentic AI, physical AI, robotics, and autonomous vehicles. By being vertically integrated and horizontally open, NVIDIA enables its ecosystem to scale agentic workflows at every layer of the stack with the lowest cost per token.

NVIDIA

85,744 просмотров • 4 месяцев назад

“AI MODELS COULD BECOME 10× SMALLER WITHOUT LOSING MOST OF THEIR INTELLIGENCE.” Mark Zuckerberg says one of the most powerful developments in AI is model distillation: taking the capabilities of a much larger model and transferring them into a much smaller one. - Meta's huge frontier models can serve as "teachers" for smaller models. - Zuckerberg says a model could potentially retain around 90–95% of the larger model's intelligence while being only ~10% of its size. - That means dramatically lower inference costs, memory requirements and computing power. - Developers can distill and customize these capabilities for their own applications. And that's where open-source models come into the picture.

“AI MODELS COULD BECOME 10× SMALLER WITHOUT LOSING MOST OF THEIR INTELLIGENCE.” Mark Zuckerberg says one of the most powerful developments in AI is model distillation: taking the capabilities of a much larger model and transferring them into a much smaller one. - Meta's huge frontier models can serve as "teachers" for smaller models. - Zuckerberg says a model could potentially retain around 90–95% of the larger model's intelligence while being only ~10% of its size. - That means dramatically lower inference costs, memory requirements and computing power. - Developers can distill and customize these capabilities for their own applications. And that's where open-source models come into the picture.

SciTech Era

77,374 просмотров • 1 месяц назад

The open-vs.-closed AI debate may be asking the wrong question. NVIDIA’s Director of Develop Tech Nader Khalil (Nader Khalil🍊) joined Patrick Moorhead at The Six Five Summit: AI Unleashed to explain why open source doesn’t need to “win” to reshape AI. Open models can accelerate innovation across both open and proprietary ecosystems. Watch their AI Platforms spotlight conversation now on demand:

The open-vs.-closed AI debate may be asking the wrong question. NVIDIA’s Director of Develop Tech Nader Khalil (Nader Khalil🍊) joined Patrick Moorhead at The Six Five Summit: AI Unleashed to explain why open source doesn’t need to “win” to reshape AI. Open models can accelerate innovation across both open and proprietary ecosystems. Watch their AI Platforms spotlight conversation now on demand:

Six Five Media

36,866 просмотров • 10 дней назад