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"Even when the competitor's chips are offered for free, it's still not cheap enough." - Jensen H AMD now has to offer some ownership to OpenAI for free to sell chips ? I wonder what AMD’s other customers think now.

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The AI Investor

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498,323 görüntüleme • 10 ay önce •via X (Twitter)

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ELON MUSK: "Even when we estimate the best case scenario for chip production from our suppliers, it's still not enough. So I think we may have to do a Tesla TeraFab. It's like Giga but way bigger. I can't see any other way to get to the volume of chips that we're looking for."
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ELON MUSK: "Even when we estimate the best case scenario for chip production from our suppliers, it's still not enough. So I think we may have to do a Tesla TeraFab. It's like Giga but way bigger. I can't see any other way to get to the volume of chips that we're looking for."

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Nvidia CEO Jensen Huang told Bloomberg he still hopes to sell chips from the company’s Blackwell lineup to customers in China, though he has no current plans to do so. Here are some highlights from his appearance at the APEC CEO Summit
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Nvidia CEO Jensen Huang told Bloomberg he still hopes to sell chips from the company’s Blackwell lineup to customers in China, though he has no current plans to do so. Here are some highlights from his appearance at the APEC CEO Summit

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$TSLA ELON MUSK: “One thing I’m trying to figure out is how to make enough chips, maybe we’ll work with Intel, but even whe we extrapolate the best case scenario for chip production form our suppliers. it is still not enough. I cant see any other way to get to the volume of chips we are looking for, so i think we will have to build a gigantic chip fab.” Tesla getting into the chip game 👀

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J-Cal: Nvidia is taking the gloves off with its open source model. They will own the whole stack. “You will not be able to tell the difference between Jensen Huang's open source LLM and Claude for 95% of your searches, I guarantee you. Now, why has Nvidia and Jensen downplayed their open source model until this moment? Why would he do that? Why would he never bring it up in the All-In interview, never bring it up? Because his top customers (OpenAI, Anthropic, etc.) were very concerned, from what I understand, about the fact that Nvidia had made so much progress on their open source model. But suddenly, after OpenAI announced their Jalapeno chips, after Anthropic started making chips, after AMD did successful projects with both of these companies, after Elon said he's going to do his own fab, Nvidia's taking the gloves off. They are going to own the whole stack. You get the hardware from them, and you're going to get a model that's competitive with OpenAI's for free.”
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J-Cal: Nvidia is taking the gloves off with its open source model. They will own the whole stack. “You will not be able to tell the difference between Jensen Huang's open source LLM and Claude for 95% of your searches, I guarantee you. Now, why has Nvidia and Jensen downplayed their open source model until this moment? Why would he do that? Why would he never bring it up in the All-In interview, never bring it up? Because his top customers (OpenAI, Anthropic, etc.) were very concerned, from what I understand, about the fact that Nvidia had made so much progress on their open source model. But suddenly, after OpenAI announced their Jalapeno chips, after Anthropic started making chips, after AMD did successful projects with both of these companies, after Elon said he's going to do his own fab, Nvidia's taking the gloves off. They are going to own the whole stack. You get the hardware from them, and you're going to get a model that's competitive with OpenAI's for free.”

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I'm still waiting for my free stuff. Yeah. I was offered free limo from the airport. Free hotel while I'm here, free food. I keep coming to New York, I don't get any free anything from this guy. Don't you think some of us should say, "Hey, let's go back to the campaign. Where's the free stuff?" I want some free stuff. What about you guys? Free. I want it free.

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