News for hackers. Stuff that matters.
Re:The Short Case for Nvidia Stock by toisanji on Sunday January 26, 2025 @07:17PM (#42835819)
I want the NVIDIA monopoly to end, but there is no real competition still. * George Hotz has basically given up on AMD: https://x.com/__tinygrad__/status/1770151484363354195

* Groq can't produce more hardware past their "demo". It seems like they haven't grown capacity in the years since they announced, and they switched to a complete SaaS model and don't even sell hardware anymore.

* I dont know enough about MLX, Triton, and JAX,

Re:The Short Case for Nvidia Stock by simonw on Sunday January 26, 2025 @08:21PM (#42836291)
That George Hotz tweet is from March last year. He's gone back and forth on AMD a bunch more times since then.
Re:The Short Case for Nvidia Stock by bdangubic on Sunday January 26, 2025 @10:06PM (#42836975)
is that good or bad?
Re:The Short Case for Nvidia Stock by simonw on Sunday January 26, 2025 @11:15PM (#42837354)
Honestly I tried searching his recent tweets for AMD and there was way too much noise in there to figure out his current position!
Re:The Short Case for Nvidia Stock by zby on Monday January 27, 2025 @03:48AM (#42838834)
" we are going to move it off AMD to our own or partner silicon. We have developed it to be very portable."

https://x.com/__tinygrad__/status/1879617702526087346

Re:The Short Case for Nvidia Stock by infecto on Monday January 27, 2025 @08:35AM (#42840981)
Honest question. That sounds more difficult that getting things to play with commodity hardware. Maybe I am oversimplifying it though.
Re:The Short Case for Nvidia Stock by whizzter on Monday January 27, 2025 @09:41AM (#42841587)
They have their own nn,etc libraries so adapting should be fairly focused and AMD drivers have a hilariously bad reputation historically among people who program GPU's (I've been bitten a couple of times myself by weirdness).

I think you should consider it as, if they're trying to avoid Nvidia and make sure their code isn't tied to NVidia-isms, and AMD is troublesome enough for basics the step to customized solutions is small enough to be worthwhile for something even cheaper than AMD.

Re:The Short Case for Nvidia Stock by infecto on Tuesday January 28, 2025 @07:38AM (#42851636)
Thanks, I don't have any experience in this realm and this was helpful to digest the problem space.
Re:The Short Case for Nvidia Stock by solarkraft on Monday January 27, 2025 @01:52AM (#42838149)
I consider it a good sign that he hasn’t completely given up. But it sure all seems shaky.
Re:The Short Case for Nvidia Stock by roland35 on Monday January 27, 2025 @09:49AM (#42841671)
The same Hotz who lasted like 4 weeks at Twitter after announcing that he'd fix everything? It doesn't really inspire a ton of confidence that he can single handedly take down Nvidia...
Re:The Short Case for Nvidia Stock by bfung on Monday January 27, 2025 @02:52AM (#42838503)
It looks like he’s close to having own AMD stack, tweet linked in the article, Jan 15,2025: https://x.com/__tinygrad__/status/1879615316378198516
Re:The Short Case for Nvidia Stock by saagarjha on Monday January 27, 2025 @03:59AM (#42838903)
$1000 bounty? That's like 2 hours of development time at market rate lol
Re:The Short Case for Nvidia Stock by htrp on Monday January 27, 2025 @10:05AM (#42841847)
We'll check in again with him in 3 months and he'll still be just 1 piece away.
Re:The Short Case for Nvidia Stock by billconan on Monday January 27, 2025 @08:35AM (#42840984)
I also noticed that Groq's Chief Architect now works for NVIDIA.

https://research.nvidia.com/person/dennis-abts