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It looks like #HaloCampaignEvolved relies exclusively on Hardware Lumen for its Global Illumination and Reflections, with no Software Lumen fallback. I did a quick test on the 3060 Ti by disabling the “Raytracing (DXR)” flag in NVIDIA Profile Inspector, which basically disables the GPU's ray tracing support. This gives...

87,320 görüntüleme • 1 gün önce •via X (Twitter)

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Peter Thiel on $NVDA (about a year ago): It is probably quite tricky. If you had to concretize it, one thing that is very strange is if you just follow the money, at this point 80 to 85% of the money in AI is being made by one company, it is NVIDIA. It is all on this very weird hardware layer, which Silicon Valley does not even know very much about anymore. We do not really do hardware, we do not do silicon chips in Silicon Valley anymore. I get pitched on these companies once every three or four years, and it is always, I have no clue how to do this, it sounds like a pretty good idea, but man, I have no clue, and we never invest. There is this theory that the hardware piece makes the money initially, then gets more commodified over time, and it will shift to software. And the, I do not know, multi trillion dollar question is whether that is going to be true again this time, or whether NVIDIA will have this incredible monopoly. I suspect NVIDIA will. I think it will maintain its position for a while. I think the game theory on it is something like this. All the big tech companies are going to start trying to design their own AI chips so they do not have to pay the 10x markup to NVIDIA. How hard is it for them to do it? How long will it take? If they all do it, then the chips become a commodity and nobody makes money in chips. So do you go into hardware? You should do it if nobody else is doing it. If everybody does it, you should not do it. I am not sure how that nets out, but probably people stay stuck for a while and NVIDIA goes from strength to strength for a while.

Wall St Engine

824,896 görüntüleme • 8 ay önce

hey here is the final result of octopus invaders on nvidia's flagship at full precision. nemotron super 120B on 2x H200 NVL. BF16 unquantized. 287GB of VRAM. hermes agent as the harness. 60 tok/s. first try it autonomously coded for 6 minutes straight. created 11 files. correct project structure. correct load order. started the server. i opened the browser and the result was a blank screen. i did not give up. second try i gave it a precise list of bugs and things to fix. it went back in for another 3 minutes. patched the code. served it again. still blank. so i did what any sane person would do. third try i just said the screen is blank, test it and fix it yourself. and this is where nemotron showed what it actually is. it became a debugger. you can see it in the video. realtime CSS test squares, red screen flashes, hermes agent browser tools, inspecting its own output. it built the parallax background with planets and comets. it rendered a rocket ship that tracks your mouse with fire and bullet physics. the aesthetic is real. but no enemies spawn. no collision. not playable. what surprised me is qwen 27B one shotted this exact game on a single RTX 3090 at Q4 quant. and here is nvidia's flagship at full precision on enterprise hardware needing 3 tries and still not getting there. that makes my hope high for the undisputed qwen 122B which is about to face the same test next. same hardware. same prompt and same harness. lets see if it one shots or not. full session in the video. no cuts. 5x speed.

Sudo su

10,994 görüntüleme • 3 ay önce