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Worldcoin Sam Altman project shares new announcement

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@dotcsv

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10 June 2024 11h36

Al mismo tiempo, desde la cuenta de Worldcoin, proyecto vinculado a Sam Altman, acaban de twittear esto

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Apple enters AI market with possible OpenAI partnership announcement

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@dotcsv

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10 June 2024 11h35

¡HOY ES EL EVENTO DE APPLE! Y entre los numerosos rumores sobre la entrada de Apple al juego de la IA se escucha una posible alianza comercial con OpenAI! Estaré atento de las novedades, aunque creo que no se podrá streamear desde Youtube. ¿Quizá Twitch?

GPU Supply Distribution Among Major AI Labs

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10 June 2024 0h22

5/ there is another factor—which is that the $100B is spread between multiple labs. the largest labs (Google, OpenAI, Meta, Anthropic, etc.) may only have 10-20% of the total GPU supply from NVDA (sidenote: Google is the hardest to track because they use TPUs as well as GPUs)

GPU spending scale needed for hundred billion dollar model training

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10 June 2024 0h22

6/ so we won't see what would happen if you spent $100B of GPUs on a model for a while because of how spread out the GPU distributions are. we'd likely need to see $500B of aggregate GPU spend to have an individual model trained on $100B of GPUs (wow!)

Compute vs Data: Two Schools of Thought on AI Progress

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10 June 2024 0h22

2/ there are 2 schools of thought: 1) compute is the only real bottleneck to AI progress. the more we spend, the closer we get to AGI 2) we are hitting a data wall which will slow progress regardless of how much compute we have

100B GPU Investment: Will Next-Gen AI Models Justify NVIDIA Spending?

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10 June 2024 0h22

1/ one of the biggest questions in AI today is: since GPT-4 was trained in fall 2022, we've collectively spent ~$100B on NVIDIA GPUs will the next generation of AI models' capabilities live up to that aggregate investment level? NVIDIA qtrly datacenter rev, by @Thomas_Woodside