David Cahn模型实际上就是一个“从Nvidia到OpenAI”的模型,用Nvidia收入的4倍去比较OpenAI们的收入。AI大模型的收支缺口5000亿,其实就是在说“OpenAI们的收入实在太少了”以及“Nvidia赚得实在太多了”。 这里不直接评论关于“AI大模型泡沫破灭”的问题,只对David Cahn ...
Some of Nvidia’s most important customers, like Microsoft and OpenAI, have already received the new chips, and Blackwell sales could end up generating several billion dollars in revenue for the ...
Semiconductor leader Nvidia announced this week that Japan ... to “democratize access” to the Earth’s scientific data. OpenAI CEO Sam Altman at the Advancing Sustainable Development ...
(Reuters) -Apple and chip giant Nvidia are reportedly in talks to invest in OpenAI as part of a new fundraising round that could value the ChatGPT maker above $100 billion, according to media ...
OpenAI is disbanding the team responsible for ... to buy the chipmaker at the center of it all almost two decades ago. Nvidia CEO Jensen Huang at the Nvidia GTC on March 18, 2024 in San Jose ...
OpenAI once considered buying Cerebras, an AI hardware startup, aiming to secure chipmaking capabilities that would lessen its reliance on Nvidia, reports TechCrunch. Recent legal filings from ...