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A comment on Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raising Eyebrows. Parent comment

Re:Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raisi... by neuronic on Thursday October 09, 2025 @03:51AM (#45524789)
That's only really value if the chips are useful and if there are people buying the chips for something they want to do with them.

It's entirely based on the perception that LLM training & inference is here to stay at ever growing scales when the shortcomings of Artificial Dreaming are increasingly scrutinized. Not all businesses want to end up paying refunds to their clients like Deloitte [1] because the LLM hallucinated crap into their reports (and they failed to correct it).

[1] https://www.theguardian.com/australia-news/2025/oct/06/deloi...

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Re:Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raisi... by re-thc on Thursday October 09, 2025 @05:02AM (#45525230)
> It's entirely based on the perception that LLM training & inference is here to stay at ever growing scales when the shortcomings of Artificial Dreaming are increasingly scrutinized. Not all businesses want to end up paying refunds to their clients like Deloitte [1] because the LLM hallucinated crap into their reports (and they failed to correct it).

This assumes Deloitte didn't make more $$$ from the deal by "outsourcing" it to AI than not. It was a partial refund.

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Re:Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raisi... by rhetocj23 on Thursday October 09, 2025 @06:40AM (#45525835)
You haven’t brought in the side costs into your analysis
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Re:Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raisi... by re-thc on Thursday October 09, 2025 @06:48AM (#45525880)
> You haven’t brought in the side costs into your analysis

And you haven't considered that Deloitte might get this money some other way anyway. It's been budgeted and needs to be spent by the government department for this financial year. They'll find another project to hand out.

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Re:Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raisi... by rhetocj23 on Thursday October 09, 2025 @07:03AM (#45526006)
lol you and I are not talking about the same stuff mate
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Re:Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raisi... by shell_game on Thursday October 09, 2025 @07:21AM (#45526124)
Deloitte just bought like 400k Claude enterprise licenses. Bad example.
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Re:Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raisi... by rightbyte on Friday October 10, 2025 @03:30AM (#45536227)
You could argue about the causality here.
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