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The latest MLX has a CUDA back-end! To get started: pip install "mlx[cuda]" With the same codebase you can develop locally, run your model on Apple silicon, or in the cloud on Nvidia GPUs. MLX is designed around Apple silicon - which has a unified memory architecture. It uses... show more

Awni Hannun

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42,810 Aufrufe • vor 1 Jahr •via X (Twitter)

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Day 1 of 3 MLX Releases: Introducing MLX-Audio 🚀🔥 A text-to-speech (TTS) and Speech-to-Speech (STS) library built on Apple's MLX framework, providing efficient speech synthesis on Apple Silicon. Features ⚡️Fast inference on Apple Silicon (M series chips) 🤖Multiple language support 🗣️Voice customization options 🚀Quantization support for optimized performance Supported models: 🪶Kokoro - A multilingual TTS model with 82M params that supports various languages and voice styles. With more models coming soon. Get started: > pip install mlx-audio Please leave us a star and send a PR :)

Day 1 of 3 MLX Releases: Introducing MLX-Audio 🚀🔥 A text-to-speech (TTS) and Speech-to-Speech (STS) library built on Apple's MLX framework, providing efficient speech synthesis on Apple Silicon. Features ⚡️Fast inference on Apple Silicon (M series chips) 🤖Multiple language support 🗣️Voice customization options 🚀Quantization support for optimized performance Supported models: 🪶Kokoro - A multilingual TTS model with 82M params that supports various languages and voice styles. With more models coming soon. Get started: > pip install mlx-audio Please leave us a star and send a PR :)

Prince Canuma

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The video is a Llama v1 7B model implemented in MLX and running on an M2 Ultra. More here: * Train a Transformer LM or fine-tune with LoRA * Text generation with Mistral * Image generation with Stable Diffusion * Speech recognition with Whisper

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Awni Hannun

66,585 Aufrufe • vor 2 Jahren

A 5-second 480P video, generated entirely on a Mac, in 30 seconds. No CUDA, no cloud, 3.9 GiB of memory. FastMetal brings the FastWan-QAD family to Apple Silicon. The DiT, the DMD sampler, and the decoder all run on Metal through MLX, INT8 by default. Three models: 1.3B at 480P, 5B at 720P, 14B for quality. 📷 Blog: 📷 Code: 📷 Models:

A 5-second 480P video, generated entirely on a Mac, in 30 seconds. No CUDA, no cloud, 3.9 GiB of memory. FastMetal brings the FastWan-QAD family to Apple Silicon. The DiT, the DMD sampler, and the decoder all run on Metal through MLX, INT8 by default. Three models: 1.3B at 480P, 5B at 720P, 14B for quality. 📷 Blog: 📷 Code: 📷 Models:

Hao AI Lab

21,806 Aufrufe • vor 12 Tagen

Nvidia announces the new RTX Spark, a new platform powered by the NX1 CPU, and shows off Spark laptops running 007 First Light and Forza 6. The CPU has 20 ARM based cores and a Blackwell RTX GPU with 6144 CUDA Cores. This is the same core count as a 5070, but with 128GB of unified LPDDR5X RAM memory sitting in the same package as the CPU and GPU. The entire Nvidia software stack is available, particularly CUDA, vital for AI. Nvidia's new laptops will likely be ideal for running local LLMs be cause the unified memory means you can load models up to 120-180B parameters (quantized). These laptops are expected to ship later this year and could become strong competitors to high-end MacBooks and even Mac Studios for local AI workloads, thanks to CUDA support and unified memory. Price is unannounced.

Nvidia announces the new RTX Spark, a new platform powered by the NX1 CPU, and shows off Spark laptops running 007 First Light and Forza 6. The CPU has 20 ARM based cores and a Blackwell RTX GPU with 6144 CUDA Cores. This is the same core count as a 5070, but with 128GB of unified LPDDR5X RAM memory sitting in the same package as the CPU and GPU. The entire Nvidia software stack is available, particularly CUDA, vital for AI. Nvidia's new laptops will likely be ideal for running local LLMs be cause the unified memory means you can load models up to 120-180B parameters (quantized). These laptops are expected to ship later this year and could become strong competitors to high-end MacBooks and even Mac Studios for local AI workloads, thanks to CUDA support and unified memory. Price is unannounced.

Grummz

30,573 Aufrufe • vor 3 Monaten

You can now run SQLCoder with a GUI on Apple Silicon or any NVIDIA GPU-enabled device! On Apple Silicon, just run CMAKE_ARGS="-DLLAMA_METAL=on" pip install "sqlcoder[llama-cpp]" sqlcoder launch The Apple Silicon version is not super accurate, but works great for simple questions – and everything happens (fairly fast) on just your laptop! We will add support for more platforms soon. PRs are very welcome! Github:

You can now run SQLCoder with a GUI on Apple Silicon or any NVIDIA GPU-enabled device! On Apple Silicon, just run CMAKE_ARGS="-DLLAMA_METAL=on" pip install "sqlcoder[llama-cpp]" sqlcoder launch The Apple Silicon version is not super accurate, but works great for simple questions – and everything happens (fairly fast) on just your laptop! We will add support for more platforms soon. PRs are very welcome! Github:

Rishabh Srivastava

10,405 Aufrufe • vor 2 Jahren

Imagine a future where you have truly personal and proactive assistants on the best personal AI devices ever - your MacBooks. With MLX, that future is already here. Apple Silicon makes local AI genuinely powerful. We hosted MLX India’s first community meet-up on May 3rd. And here’s what people had to say.

Imagine a future where you have truly personal and proactive assistants on the best personal AI devices ever - your MacBooks. With MLX, that future is already here. Apple Silicon makes local AI genuinely powerful. We hosted MLX India’s first community meet-up on May 3rd. And here’s what people had to say.

sabesh 📟

20,616 Aufrufe • vor 3 Monaten

Everyone wrote Apple off as the AI loser, but one hardware spec might flip that story upside down (Save this). @jason called Apple a screaming buy on the back of a single chip detail. The rumored M7 Ultra, expected around 2028, is designed to support up to 1.5TB of unified memory, enough to run frontier class trillion parameter AI models locally, with no cloud required. The Street's bear case on Apple is straightforward. Apple has no frontier model of its own, Siri has stumbled for years and the company effectively rents OpenAI's models for its hardest queries. That narrative treats Apple as the one Magnificent Seven name that missed the AI wave entirely but the bull case flips that framing on its head. If frontier AI models keep shrinking and getting cheaper to run, Apple doesn't need the smartest model in the world, it just needs to own the device that model runs on. And unified memory is the mechanism that makes this possible. Unlike traditional systems where the CPU and GPU each need separate memory, Apple's architecture lets the CPU, GPU and Neural Engine draw from one shared pool. A fully specced M7 Ultra could theoretically run something on the scale of a 1.2 trillion parameter model locally and that capability plugs directly into the one advantage Apple has spent over a decade building: privacy. Apple has already shipped Private Cloud Compute, a system designed so even Apple can't access user data processed off device. Apple doubled down on this at WWDC 2026, framing on device privacy as non-negotiable while rivals default to the cloud. If the best AI models get small enough to run on Apple silicon, the moat stops being the model and becomes the hardware it has to sit on. Milk Road Pro remains bullish on Apple and it remains as one of our core positions, if you want the full thesis + our full AI trades, come join us using the link below for just a $1.

Everyone wrote Apple off as the AI loser, but one hardware spec might flip that story upside down (Save this). @jason called Apple a screaming buy on the back of a single chip detail. The rumored M7 Ultra, expected around 2028, is designed to support up to 1.5TB of unified memory, enough to run frontier class trillion parameter AI models locally, with no cloud required. The Street's bear case on Apple is straightforward. Apple has no frontier model of its own, Siri has stumbled for years and the company effectively rents OpenAI's models for its hardest queries. That narrative treats Apple as the one Magnificent Seven name that missed the AI wave entirely but the bull case flips that framing on its head. If frontier AI models keep shrinking and getting cheaper to run, Apple doesn't need the smartest model in the world, it just needs to own the device that model runs on. And unified memory is the mechanism that makes this possible. Unlike traditional systems where the CPU and GPU each need separate memory, Apple's architecture lets the CPU, GPU and Neural Engine draw from one shared pool. A fully specced M7 Ultra could theoretically run something on the scale of a 1.2 trillion parameter model locally and that capability plugs directly into the one advantage Apple has spent over a decade building: privacy. Apple has already shipped Private Cloud Compute, a system designed so even Apple can't access user data processed off device. Apple doubled down on this at WWDC 2026, framing on device privacy as non-negotiable while rivals default to the cloud. If the best AI models get small enough to run on Apple silicon, the moat stops being the model and becomes the hardware it has to sit on. Milk Road Pro remains bullish on Apple and it remains as one of our core positions, if you want the full thesis + our full AI trades, come join us using the link below for just a $1.

Milk Road AI

37,459 Aufrufe • vor 1 Monat

Day 1 of 3 days of MLX: Introducing MLX-Audio-Swift SDK 🚀 A modular Swift SDK for voice agents and tasks on Apple Silicon built by Lucas Newman and yours truly. iOS, macOS, and visionOS developers can now build native apps with real-time, on-device audio intelligence: 🗣️ Text-to-Speech (TTS) 👂 Speech-to-Text (STT) 🔄 Speech-to-Speech (STS) 🎙️ Voice Activity Detection (VAD) and more. Only import the capabilities you need, nothing extra. Get started today and leave us a star ⭐️

Day 1 of 3 days of MLX: Introducing MLX-Audio-Swift SDK 🚀 A modular Swift SDK for voice agents and tasks on Apple Silicon built by Lucas Newman and yours truly. iOS, macOS, and visionOS developers can now build native apps with real-time, on-device audio intelligence: 🗣️ Text-to-Speech (TTS) 👂 Speech-to-Text (STT) 🔄 Speech-to-Speech (STS) 🎙️ Voice Activity Detection (VAD) and more. Only import the capabilities you need, nothing extra. Get started today and leave us a star ⭐️

Prince Canuma

163,831 Aufrufe • vor 6 Monaten

🔴 The Pain: Running local MLX models is incredibly fast and private. But let's be real - testing tool calling via terminal is clunky, and there's zero good UI for it. 🟢 The Fix: rapid-mlx share Just ONE command gives you a polished web chat + seamless tool calling (works beautifully with gemma-4-12b-qat). We are proud to be the ONLY MLX inference engine in the community shipping this. ⚡️ 👇 Try it now: brew install raullenchai/rapid-mlx/rapid-mlx

🔴 The Pain: Running local MLX models is incredibly fast and private. But let's be real - testing tool calling via terminal is clunky, and there's zero good UI for it. 🟢 The Fix: rapid-mlx share Just ONE command gives you a polished web chat + seamless tool calling (works beautifully with gemma-4-12b-qat). We are proud to be the ONLY MLX inference engine in the community shipping this. ⚡️ 👇 Try it now: brew install raullenchai/rapid-mlx/rapid-mlx

raullen

22,760 Aufrufe • vor 2 Monaten

Sam-Audio by AI at Meta is now on MLX-Audio 🔊 You can now isolate voices or sounds from any audio locally in your Mac. I added this simple UI to the MLX-Audio studio app to help you get started Note: - The release is coming soon for now please install from source. - Vision part was excluded for now. Let me know if you need it. - PR for UI:

Sam-Audio by AI at Meta is now on MLX-Audio 🔊 You can now isolate voices or sounds from any audio locally in your Mac. I added this simple UI to the MLX-Audio studio app to help you get started Note: - The release is coming soon for now please install from source. - Vision part was excluded for now. Let me know if you need it. - PR for UI:

Prince Canuma

19,027 Aufrufe • vor 8 Monaten

Next mlx-vlm release will ship with continuous batching support on the server 🚀 What's coming: → Continuous batching — new requests join the active batch immediately, no waiting. Mixed image + text batches supported → OpenAI-compatible API — field-for-field match with mlx-lm, reasoning/content split for thinking models, tag-aware streaming → Multi-turn tool calling — full tool use support across streaming and non-streaming, works with Gemma4 and other templates → Vision feature caching — cache image embeddings across turns. Gemma4: 228x speedup, Qwen3.5: 23x on cache hit All running locally on Apple Silicon. Check our this demo running 4 concurrent requests (mixed image + text) to gemma-4-26B-A4B-IT by Google Gemma in bf16 using Pi + MLX-VLM server on my M3 Ultra. One of the requests ingests a 8K resolution image!

Next mlx-vlm release will ship with continuous batching support on the server 🚀 What's coming: → Continuous batching — new requests join the active batch immediately, no waiting. Mixed image + text batches supported → OpenAI-compatible API — field-for-field match with mlx-lm, reasoning/content split for thinking models, tag-aware streaming → Multi-turn tool calling — full tool use support across streaming and non-streaming, works with Gemma4 and other templates → Vision feature caching — cache image embeddings across turns. Gemma4: 228x speedup, Qwen3.5: 23x on cache hit All running locally on Apple Silicon. Check our this demo running 4 concurrent requests (mixed image + text) to gemma-4-26B-A4B-IT by Google Gemma in bf16 using Pi + MLX-VLM server on my M3 Ultra. One of the requests ingests a 8K resolution image!

Prince Canuma

82,349 Aufrufe • vor 4 Monaten

Introducing Marvis-TTS 🔥🚀 A new local-first TTS model Lucas Newman and I built for efficiency, accessibility, and real-time performance right on consumer devices like Apple Silicon, iPhones, iPads, and more. Traditional TTS models often demand full text inputs or sacrifice real-time capabilities, Marvis flips the script. It streams audio chunks as text is processed, creating a truly conversational experience. No more awkward pauses or unnatural breaks—Marvis handles the entire text context intelligently to deliver coherent, expressive speech. Get started today: > pip install -U mlx-audio

Introducing Marvis-TTS 🔥🚀 A new local-first TTS model Lucas Newman and I built for efficiency, accessibility, and real-time performance right on consumer devices like Apple Silicon, iPhones, iPads, and more. Traditional TTS models often demand full text inputs or sacrifice real-time capabilities, Marvis flips the script. It streams audio chunks as text is processed, creating a truly conversational experience. No more awkward pauses or unnatural breaks—Marvis handles the entire text context intelligently to deliver coherent, expressive speech. Get started today: > pip install -U mlx-audio

Prince Canuma

81,404 Aufrufe • vor 1 Jahr

🗓️ Release Week Recap Big week. mlx-audio and mlx-vlm are now among some of the fastest-growing OSS projects. Here’s what we shipped last week. Gemma 4 on Apple Silicon Two awesome releases by our partner Google DeepMind & Google Gemma : > Gemma 4 12B — their new dense, unified multimodal model. It uses an encoder free audio path and simplified vision encoder. > Gemma 4 QAT — quantization-aware training checkpoints, optimized to run locally on consumer GPUs and edge devices, compressing the model while preserving the quality you expect from Gemma 4. On the audio 🎧 side we added support for 15+ new TTS, ASR & VAD models, faster long-form transcription, and an expanded OpenAI-compatible audio server. All local on Apple Silicon. Huge thanks to every contributor and my co-maintainer Lucas Newman. 🙏🏽

🗓️ Release Week Recap Big week. mlx-audio and mlx-vlm are now among some of the fastest-growing OSS projects. Here’s what we shipped last week. Gemma 4 on Apple Silicon Two awesome releases by our partner Google DeepMind & Google Gemma : > Gemma 4 12B — their new dense, unified multimodal model. It uses an encoder free audio path and simplified vision encoder. > Gemma 4 QAT — quantization-aware training checkpoints, optimized to run locally on consumer GPUs and edge devices, compressing the model while preserving the quality you expect from Gemma 4. On the audio 🎧 side we added support for 15+ new TTS, ASR & VAD models, faster long-form transcription, and an expanded OpenAI-compatible audio server. All local on Apple Silicon. Huge thanks to every contributor and my co-maintainer Lucas Newman. 🙏🏽

Prince Canuma

11,810 Aufrufe • vor 2 Monaten

Day 14/90 of Inference Engineering I didn't finish the MNIST in CUDA project today, which made me hesitant to post since I didn't want to put out some slop. But in the spirit of being consistent and showing up, here's a concept I've revisited today now that I've started writing CUDA again. This is an animation on the CUDA memory life cycle. Generally speaking, when writing CUDA, memory management goes through the following stages: 1. Allocate memory on the host 2.Initialize / populate the memory 3.Allocate device memory 4.Copy host data to the device 5. Launch the kernel 6. Copy device data back to the host 7. Free the memory - On a brief reflection, I'm starting to write the matmul kernels in CUDA instead of in C. So this in itself is another paradigm shift in thinking. Excited to hone my technique over the coming week. I'll update you guys when I've completed the project; otherwise I'll just make a post like usual on what I've learned during the day!

Day 14/90 of Inference Engineering I didn't finish the MNIST in CUDA project today, which made me hesitant to post since I didn't want to put out some slop. But in the spirit of being consistent and showing up, here's a concept I've revisited today now that I've started writing CUDA again. This is an animation on the CUDA memory life cycle. Generally speaking, when writing CUDA, memory management goes through the following stages: 1. Allocate memory on the host 2.Initialize / populate the memory 3.Allocate device memory 4.Copy host data to the device 5. Launch the kernel 6. Copy device data back to the host 7. Free the memory - On a brief reflection, I'm starting to write the matmul kernels in CUDA instead of in C. So this in itself is another paradigm shift in thinking. Excited to hone my technique over the coming week. I'll update you guys when I've completed the project; otherwise I'll just make a post like usual on what I've learned during the day!

max fu

42,808 Aufrufe • vor 1 Monat

SAM-2 is apache license - you can indeed just build crazy apps with them without fear. This weekend I ported SAM-2 models to run optimally on Apple Silicon. I have also quantized all the SAM models to 16bit, 8bit, and 4bit variants (collection below) Repo is open source and pip installable. Comes with all you'll need for interactive video segmentation - - bidirectional propagation, - positive and negative clicks, - bounding boxes, - streaming masks back to user, - lightweight fast-api server that you can extend I basically asked Codex to port over the original Facebook sam2 codebase to mlx and optimize it for mlx. And it just worked. This demo for example is a 4bit base-plus model (~100MB download) To speed up, you can also do spatial or temporal downsampling. That speeds inference on my old macbook by ~3x and the hit in parity is negligible.

SAM-2 is apache license - you can indeed just build crazy apps with them without fear. This weekend I ported SAM-2 models to run optimally on Apple Silicon. I have also quantized all the SAM models to 16bit, 8bit, and 4bit variants (collection below) Repo is open source and pip installable. Comes with all you'll need for interactive video segmentation - - bidirectional propagation, - positive and negative clicks, - bounding boxes, - streaming masks back to user, - lightweight fast-api server that you can extend I basically asked Codex to port over the original Facebook sam2 codebase to mlx and optimize it for mlx. And it just worked. This demo for example is a 4bit base-plus model (~100MB download) To speed up, you can also do spatial or temporal downsampling. That speeds inference on my old macbook by ~3x and the hit in parity is negligible.

AVB

17,396 Aufrufe • vor 3 Monaten

just built a local AI waifu on my two macbooks by using the oss parallax inference library!!! not super smooth yet but parallax is still the easiest way to run llms locally on top of mlx - and no bigco can steal my waifu. still need folks to help her see/hear/draw since mlx has no legit wrapper yet. i’m running a campaign giving away mac minis + dgx spark. please please share your localhost ai model setup by using parallax (you don't need a gpu to try self-hosting you can just start with an extra macbook you borrowed from your friend like i did) or any fun app built on top of yourself host model to link below. come build sovereign intelligence with me 🫶

just built a local AI waifu on my two macbooks by using the oss parallax inference library!!! not super smooth yet but parallax is still the easiest way to run llms locally on top of mlx - and no bigco can steal my waifu. still need folks to help her see/hear/draw since mlx has no legit wrapper yet. i’m running a campaign giving away mac minis + dgx spark. please please share your localhost ai model setup by using parallax (you don't need a gpu to try self-hosting you can just start with an extra macbook you borrowed from your friend like i did) or any fun app built on top of yourself host model to link below. come build sovereign intelligence with me 🫶

Asuka Zheng🎀@ICML

178,998 Aufrufe • vor 9 Monaten

GLM-5 runs with mlx-lm on a single 512GB M3 Ultra in Q4. It's quite good in my initial testing and pretty fast as well. It generated a highly functional space invaders game using 7.1k tokens at 15.4 tok/s and 419GB memory. Thanks to Gökdeniz Gülmez and Tarjei Mandt for the port.

GLM-5 runs with mlx-lm on a single 512GB M3 Ultra in Q4. It's quite good in my initial testing and pretty fast as well. It generated a highly functional space invaders game using 7.1k tokens at 15.4 tok/s and 419GB memory. Thanks to Gökdeniz Gülmez and Tarjei Mandt for the port.

Awni Hannun

60,599 Aufrufe • vor 6 Monaten

oMLX is working really well as single machine inference engine for coding agents! Caching is managed perfectly (it can use a ton of disk space, be aware!) and oQ quantization delivers great results. Behind the scenes it uses the standard MLX building blocks (75% created by Prince Canuma 🙏): - mlx-lm - mlx-vlm - mlx-embeddings - mlx-audio I tested Qwen3.6-35B-A3B-oQ6 on M5 Max with two pi instances and it was fast and furious and leveraging cache like crazy as you can see in the video. Let me try to create some oQ versions (2,4,6?) of MiniMax M2.7 now and then I'll pass to distributed inference. I must win! 💪

oMLX is working really well as single machine inference engine for coding agents! Caching is managed perfectly (it can use a ton of disk space, be aware!) and oQ quantization delivers great results. Behind the scenes it uses the standard MLX building blocks (75% created by Prince Canuma 🙏): - mlx-lm - mlx-vlm - mlx-embeddings - mlx-audio I tested Qwen3.6-35B-A3B-oQ6 on M5 Max with two pi instances and it was fast and furious and leveraging cache like crazy as you can see in the video. Let me try to create some oQ versions (2,4,6?) of MiniMax M2.7 now and then I'll pass to distributed inference. I must win! 💪

Ivan Fioravanti ᯅ

19,420 Aufrufe • vor 4 Monaten

Congratulations to the Cohere team on releasing North Mini Code 1.0 🔥 We provide day-0 support on MLX thanks to our close collaboration with the Cohere team. North Mini Code 1.0 is a 30B param MoE model with 3B active. It runs at ~66 tok/s in BF16, truly impressive speeds before any compression. Here is a quick demo I built using Pi by Mario Zechner & Armin Ronacher ⇌ as my agent hardness. Get started today: 1. Install mlx-vlm from source: > uv pip install git+ 2. Start the server and power your favourite agents (pi, opencode, hermes and etc) > uv run mlx_vlm.server --model CohereLabs/North-Mini-Code-1.0 New release tomorrow

Congratulations to the Cohere team on releasing North Mini Code 1.0 🔥 We provide day-0 support on MLX thanks to our close collaboration with the Cohere team. North Mini Code 1.0 is a 30B param MoE model with 3B active. It runs at ~66 tok/s in BF16, truly impressive speeds before any compression. Here is a quick demo I built using Pi by Mario Zechner & Armin Ronacher ⇌ as my agent hardness. Get started today: 1. Install mlx-vlm from source: > uv pip install git+ 2. Start the server and power your favourite agents (pi, opencode, hermes and etc) > uv run mlx_vlm.server --model CohereLabs/North-Mini-Code-1.0 New release tomorrow

Prince Canuma

35,367 Aufrufe • vor 2 Monaten

Ben Thompson explains how LLMs greatly diminished Nvidia's CUDA moat even as they sent the stock to the moon "So the weird thing about large language models is they were obviously incredible for Nvidia. That's why their stock went to the moon." "They have been on and off the most valuable company in the world." "It was also very bad for Nvidia. And the reason it was bad for Nvidia is that the play with CUDA is to build a developer ecosystem on top of CUDA." "But CUDA only works on Nvidia GPUs. So you get CUDA for free. It's easier to use, and it's a tremendous investment. Nvidia almost went under trying to build CUDA at a time when no one understood what they were doing or why they were wasting money on it." "And that's why Jensen Huang will get bristly, particularly when people question their rent-seeking or profit, whatever. It's like, no, they earned their spot fair and square." "Absolutely. It shouldn't be forgotten. They have earned every dollar they've gotten through 25 years of taking massive risks." "It bottomed out in October 2022. I wrote an article like three weeks before ChatGPT came out, tracing their bottoming-out history and their search for what was next." "'Nvidia in the Valley.' So, go back to this GTC. So I wrote an article at the time called 'Nvidia Waves and Moats'." "And what was interesting about that GTC was, number one, it was very boring. All the cool stuff kind of got scrubbed out." "Now, Jensen Huang has brought that stuff back, so the last few GTCs he's more talking about other things. Now it comes across as, oh, you're still looking for something beyond the LLM." "Because the problem with the LLM is it shifts the developer platform far above where Nvidia sits. All the activity is happening on top of LLMs. And so no one who's writing an AI application today is using CUDA." "Now, some people are, if you're training your own model and you're doing some low-level things or non-LLM things." "But the vast majority of the energy and all the money and the ecosystem is far removed from CUDA." "They have no idea and don't need to know or care what chips their application is running on. They're just on the OpenAI API, or the Anthropic API, or using Bedrock on Amazon, and it's sitting on Trainium, and they're using a Chinese open-source model. It's totally abstracted away, and this is why LLMs were bad for Nvidia." "Now, again, all the money they made along the way is worth it, but their moat has been tremendously diminished." "CUDA is still a moat if you need to do stuff that requires CUDA. But the vast majority of stuff, in energy, doesn't require CUDA, like in a post-LLM world."

Ben Thompson explains how LLMs greatly diminished Nvidia's CUDA moat even as they sent the stock to the moon "So the weird thing about large language models is they were obviously incredible for Nvidia. That's why their stock went to the moon." "They have been on and off the most valuable company in the world." "It was also very bad for Nvidia. And the reason it was bad for Nvidia is that the play with CUDA is to build a developer ecosystem on top of CUDA." "But CUDA only works on Nvidia GPUs. So you get CUDA for free. It's easier to use, and it's a tremendous investment. Nvidia almost went under trying to build CUDA at a time when no one understood what they were doing or why they were wasting money on it." "And that's why Jensen Huang will get bristly, particularly when people question their rent-seeking or profit, whatever. It's like, no, they earned their spot fair and square." "Absolutely. It shouldn't be forgotten. They have earned every dollar they've gotten through 25 years of taking massive risks." "It bottomed out in October 2022. I wrote an article like three weeks before ChatGPT came out, tracing their bottoming-out history and their search for what was next." "'Nvidia in the Valley.' So, go back to this GTC. So I wrote an article at the time called 'Nvidia Waves and Moats'." "And what was interesting about that GTC was, number one, it was very boring. All the cool stuff kind of got scrubbed out." "Now, Jensen Huang has brought that stuff back, so the last few GTCs he's more talking about other things. Now it comes across as, oh, you're still looking for something beyond the LLM." "Because the problem with the LLM is it shifts the developer platform far above where Nvidia sits. All the activity is happening on top of LLMs. And so no one who's writing an AI application today is using CUDA." "Now, some people are, if you're training your own model and you're doing some low-level things or non-LLM things." "But the vast majority of the energy and all the money and the ecosystem is far removed from CUDA." "They have no idea and don't need to know or care what chips their application is running on. They're just on the OpenAI API, or the Anthropic API, or using Bedrock on Amazon, and it's sitting on Trainium, and they're using a Chinese open-source model. It's totally abstracted away, and this is why LLMs were bad for Nvidia." "Now, again, all the money they made along the way is worth it, but their moat has been tremendously diminished." "CUDA is still a moat if you need to do stuff that requires CUDA. But the vast majority of stuff, in energy, doesn't require CUDA, like in a post-LLM world."

Fireside Alpha

12,980 Aufrufe • vor 9 Tagen