AI startups seek GPU alternatives

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  • Опубликовано: 31 янв 2025

Комментарии • 74

  • @edwardduda4222
    @edwardduda4222 8 месяцев назад +9

    As someone who works in the AI industry, it’s literally impossible to not use GPUs. I also think AI start ups are a terrible investment. It’s very difficult to monetize if you don’t have extremely large models like Meta or Open AI. Otherwise they’re just as useful as that rabbit thing that came out a few weeks ago.

    • @jbranche8024
      @jbranche8024 8 месяцев назад

      Agreed, Any Investment needs to be planned and analyzed for cost reduction, potential profit. I understand if you fail to act your company will suffer, but target how AI can add most benefits and value. A company buying AI because of FOMO is reckless.

    • @rayr268
      @rayr268 8 месяцев назад

      They are not all making LLMs and are working at specifically targeting single tasks which doesn’t take nearly the same power

  • @pragmatica1032
    @pragmatica1032 8 месяцев назад +37

    That feeling that we are re-living the late 1990's internet bubble just keeps rising...

    • @hwy9nightkid
      @hwy9nightkid 8 месяцев назад +1

      its no where close to that yet

    • @snailedlt
      @snailedlt 8 месяцев назад

      @@hwy9nightkid The key word here is "yet".
      I absolutely agree with you though... but if the stock price increases continue for 1 or 2 years lots of companies will be staggeringly overvalued

    • @warthog123
      @warthog123 8 месяцев назад +1

      At least the hype about the capabilities of AI is mostly dud.

    • @pragmatica1032
      @pragmatica1032 8 месяцев назад

      @@hwy9nightkid Agreed. That is the scary part. It may keep growing for a while. It took until March 2000 for that internet bubble to pop after several years of "growth", where we kept hearing that the previous valuation models no longer worked no more. Just take CSCO as an example.

    • @DanFrederiksen
      @DanFrederiksen 7 месяцев назад

      yeah the internet never amounted to anything :)

  • @ML1.0
    @ML1.0 8 месяцев назад +29

    Spend 50B on chips to make 3B Rofl..Ouch

  • @NanheeByrnesPhD
    @NanheeByrnesPhD 8 месяцев назад +4

    Not more GPU, but smarter algorithm

  • @georgemaximus694
    @georgemaximus694 8 месяцев назад +4

    So how exactly are companies making money from AI. Who are consumers buying AI generated products or services. It’s still a mystery.

    • @bluemoon6559
      @bluemoon6559 8 месяцев назад

      It's not a mystery. Do your homework. AI is being used right now to improve weather predictions, drug discoveries and design, tremendous improvements in self driving cars, military applications, services, and the list goes on. Even NVDA uses AI to design and optimize their chips. Without AI, they would not have been able to design the latest Blackwell chip and system. AI will also be used to design the next generation chips too.

    • @Agent77X
      @Agent77X 5 месяцев назад

      Apple fanboys/fangirls!😊

  • @lasercatspacewar
    @lasercatspacewar 8 месяцев назад +4

    Sure sure, GPU alternatives. Yes, yes, AI that is less computational heavy. great ideas. yall know what you are talking about. for sure.

  • @johnnykidblue
    @johnnykidblue 8 месяцев назад +3

    Deirdre Bosa

  • @kinngrimm
    @kinngrimm 8 месяцев назад

    When investors pressure, how much will security concerns be ignored eventually?

  • @PseudoProphet
    @PseudoProphet 8 месяцев назад +1

    I never should have doubted Nancy Pelosi and bought Nvidia

  • @Alehandro_mrt_bg
    @Alehandro_mrt_bg 8 месяцев назад +1

    The answer is Cerebras!

  • @PreschoolDropout673
    @PreschoolDropout673 8 месяцев назад +1

    Jensen seems like a great ceo, but at the end of the day hes just out there saying whatever it takes to shill his wares . Disappointed to hear him claiming tesla is far ahead in autonomous driving tech considering reality.

    • @Tokamak3.1415
      @Tokamak3.1415 8 месяцев назад +1

      Nvidia and Tesla were joined at the hip when the Model S came out. Right now no other car manufacturer is making their own AI neural network based chips. Everybody is relying on Nvidia, Bosch, Aptiv, MobileEye, Schaeffler and such. They've all been advertising cars having IOT 2-way communication for over 5 years but nobody had deployed it on a single production vehicle. I would love AMD to be able to get a leg in the door but Nvidia is running 2 lengths ahead with its CUDA marketshare/software.

    • @PreschoolDropout673
      @PreschoolDropout673 8 месяцев назад +1

      @@Tokamak3.1415 I can't argue with Nvidia being ahead with their cuda adoption. My main issue was with Jensen's claim that Tesla is ahead in av tech when they have yet to deliver anything beyond L2 driver assist. Tesla's dojo chips utility is questionable considering they're loading up on Nvidia chips instead, and waymo utilizes Google's home grown tpu's so Tesla is not the only custom ic game in town. Obviously I don't know what musk is showing Jensen behind closed doors so maybe there's some kind of breakthrough coming, but given public data his claims are suspect.

    • @maxrinehart4177
      @maxrinehart4177 8 месяцев назад

      ​​@@PreschoolDropout673 as CEO he gotta shill his products even if they half working. it's also a reminder to never believe what companies CEOs says. lie for stocks money is all they care about.

    • @johnnytshi
      @johnnytshi 8 месяцев назад

      He said that, then a few days later, news come out Elon raised 6B, then nvidia stock goes up. it all makes perfect sense

  • @dudeabideth4428
    @dudeabideth4428 8 месяцев назад

    Apparently OpenAI is a big customer of Google cloud TPUs

  • @wayne8797
    @wayne8797 7 месяцев назад

    I get a feeling that AI is mainly being hyped up by the media more than anything. VCs are just trying to ride the hype train. There are very limited use cases of the current crop of “AI” models. They can surely perform very basic tasks but pushed too hard and they will falter.

  • @NickDrinksWater
    @NickDrinksWater 8 месяцев назад

    Need the hardware to be more affordable, and no monthly subscriptions for ai, theres already enough bills as it is

    • @HungPham-zi9ks
      @HungPham-zi9ks 8 месяцев назад +1

      You are not the one who own the company and some of the a.i like chatgpt already free it just that if u want to use the premium version u have to pay don't u know how much money they have to use to maintain those data center?

    • @maxrinehart4177
      @maxrinehart4177 8 месяцев назад

      ​​​@@HungPham-zi9ks fraction of the profits they get. once you have a data centers you already foot the bill of the hardware and infrastructure. the only thing you will pay are electricity and technical team to operate the business, maybe some money here and there for replacement of broken equipments or installing something new.. etc
      keep in mind the data centers purchase are in bulk and the price for each piece of hardware is may may mire cheaper than if you buy it as consumer.
      these companies already have discounts too, a huge one for the bulk purchases of equipment.

  • @yongchen8204
    @yongchen8204 8 месяцев назад +1

    greed, ai scams, overinflated saleman for AI. so far AI has not lived up its hype. just an idea only and there are so many people want to share that limited & dwindling cake. spend $50 billions operating cost on some hardware and only profit $5 billions gross profit. 10:1 ratio ? bad bussiness model!

  • @Mikoyuu71
    @Mikoyuu71 8 месяцев назад +1

    Why are you not considering Qualcom considering Microsoft push for the edge?

    • @maxrinehart4177
      @maxrinehart4177 8 месяцев назад

      Qualcomm are not near the quality and powers of nvidia in hardware and software. nvidia has monopoly right now.

  • @BriefNerdOriginal
    @BriefNerdOriginal 8 месяцев назад

    Now, imagine having that training be done as an open source project instead of everyone doing them in their expensive garages... Your VCs reward idiotic business models

  • @GatherVerse
    @GatherVerse 8 месяцев назад +1

    Her figures are off and severely inaccurate

    • @wadexyz
      @wadexyz 8 месяцев назад +2

      oh, i'd say her figure is perfect....

  • @aaslampathan6795
    @aaslampathan6795 8 месяцев назад

    Revux is being mentioned everywhere - definitely a project to watch!

  • @spunkysandoval
    @spunkysandoval 8 месяцев назад

    do we even need AI?

    • @Mashburn007
      @Mashburn007 8 месяцев назад +2

      Where have been living in these past 2 weeks?
      Massive announcements from giant tech companies

    • @Anonymous-pm7jf
      @Anonymous-pm7jf 8 месяцев назад

      No, we don't. Don't use AI.

    • @lysambodia
      @lysambodia 8 месяцев назад

      You can live without a car though.

    • @edwardduda4222
      @edwardduda4222 8 месяцев назад +1

      It’s led to a lot of advancements in medicine and chemistry, like the development of the cancer drug AOH1996 which is currently in human trials. Fights solid tumor growth. It’s also been used to find better battery chemistries that use less lithium.

  • @M-X39462
    @M-X39462 8 месяцев назад +1

    Didn't Microsoft just come out with a new NPU Processor?

    • @rouxlong9027
      @rouxlong9027 8 месяцев назад +2

      Only good for inference, not training.

  • @mlee1308
    @mlee1308 8 месяцев назад

    Dei. ❤❤❤❤❤❤❤❤❤❤❤❤❤❤

  • @Agent77X
    @Agent77X 5 месяцев назад

    It takes around a good two weeks to develop a good re-verse engineering AI GPU Nvidia chip for a startup company!😊 It takes Intel a good 3 years to do that so they alway 3-4 years behind all the time!😂 AI startup should just make their own!😊

  • @leifashley
    @leifashley 4 месяца назад

    I love the nay sayers.
    Instead of finding gold… we invented a type of gold that keeps growing spontaneously on its own, and you’re surprised at $50billion investments? lol

  • @KurtStaInes
    @KurtStaInes 8 месяцев назад +3

    If You can’t buy A5000 Nvidia cards for servers and hire people for maintenance then forget AI because it’s expensive and not everyone use it. It’s a leisure not a necessity.

  • @Asdfghjklz12704
    @Asdfghjklz12704 8 месяцев назад

    I see Revux doing 50x, maybe even 100x after it goes live on major exchanges.

    • @skyak4493
      @skyak4493 8 месяцев назад

      revux is a scam being promoted by bots!

    • @ivanmorales2410
      @ivanmorales2410 8 месяцев назад +4

      Is this the next scam?

    • @H3H3official
      @H3H3official 8 месяцев назад

      lol

  • @dudeabideth4428
    @dudeabideth4428 8 месяцев назад

    Google cloud tpus

  • @hussienalsafi1149
    @hussienalsafi1149 8 месяцев назад

    ☺️☺️☺️

  • @illegalsmirf
    @illegalsmirf 8 месяцев назад +1

    Ur lookin mighty fine Deirdre hun u goin on a date ❤

  • @TrasThienTien
    @TrasThienTien 8 месяцев назад

    😀

  • @rokey4219
    @rokey4219 8 месяцев назад

    Shifting my portfolio - heavy on BTC and Revux, with a sprinkle of DOT and ADA.

  • @satruparmar
    @satruparmar 8 месяцев назад

    Got a strong feeling Revux will go 100x once it hits Binance.

  • @IssaRm-zg7ny
    @IssaRm-zg7ny 8 месяцев назад

    I'm all in on Revux. Presales have the highest returns, and this one’s gold.

  • @AnilKiling-x3i
    @AnilKiling-x3i 8 месяцев назад

    Revux is dominating my crypto chats - seems like the next big thing!

  • @frankxu2490
    @frankxu2490 8 месяцев назад +4

    This small startup is stupid and lies