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A comment on Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic. Parent comment

Re:Jensen Huang says Nvidia is pulling back from OpenAI and ... by yndoendo on Wednesday March 04, 2026 @11:38PM (#47257646)
That is not substantiable. AI bubble is wealthy hype like a single drop of blood can be used to validate 100 different diagnostic test. Reality is parts per million fails this along with reusable medium. Wealth latches to idiocy.

Gaming and CAD market are real expectations that latch to reality. Grow the education systems and grow both. So is matrix math, such as hashing.

AI has reached a state of software issue, not hardware. And the divergence of AI hardware does not equate to CAD and Gaming math.

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Re:Jensen Huang says Nvidia is pulling back from OpenAI and ... by SR2Z on Wednesday March 04, 2026 @11:45PM (#47257681)
How many of the last ten years have had some kind of "temporary" GPU shortage? It was crypto, now it's LLMs, who knows what's next?

The only winning strategy for these guys is to exploit the market for all it's worth during shortages and carefully control production to manage the inevitable gluts.

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Re:Jensen Huang says Nvidia is pulling back from OpenAI and ... by TheDong on Wednesday March 04, 2026 @11:58PM (#47257745)
> AI has reached a state of software issue, not hardware

Citation very much needed.

At the very least, OpenAI seems to believe more and larger datacenters is the path to better models... and they've been right about that every time so far.

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Re:Jensen Huang says Nvidia is pulling back from OpenAI and ... by eitally on Thursday March 05, 2026 @12:40AM (#47257950)
Moreover, all the frontier labs and hyperscalers are capacity constrained, and will be for the foreseeable future.
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Re:Jensen Huang says Nvidia is pulling back from OpenAI and ... by leptons on Thursday March 05, 2026 @02:13AM (#47258559)
>OpenAI seems to believe more and larger datacenters is the path to better models...

Does that mean they produce better slop, or more slop faster?

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Re:Jensen Huang says Nvidia is pulling back from OpenAI and ... by allreduce on Thursday March 05, 2026 @05:29AM (#47259998)
Better slop. The effect that these systems get better as you scale up [0] is real you know.

[0]: https://arxiv.org/pdf/2001.08361

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Re:Jensen Huang says Nvidia is pulling back from OpenAI and ... by leptons on Thursday March 05, 2026 @12:52PM (#47264850)
Slop is still slop. There is no legitimate evidence that these systems get any better just by throwing more hardware at it. Every one of the people in this paper is involved with OpenAI, so it is very suspect in its findings.
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Re:Jensen Huang says Nvidia is pulling back from OpenAI and ... by df2dfs on Thursday March 05, 2026 @11:56AM (#47264060)
Their story (valuation) hinges on it - therefore that’s their investment thesis when raising money.
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Re:Jensen Huang says Nvidia is pulling back from OpenAI and ... by dylan604 on Thursday March 05, 2026 @12:02AM (#47257780)
Great, when the AI bubble bursts, they can repackage their AI chips into consumer cards! /s
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Re:Jensen Huang says Nvidia is pulling back from OpenAI and ... by m4rtink on Thursday March 05, 2026 @04:03PM (#47267258)
I am afriad thhe GPUs chips will be often useless (to power hungry, running too hot and needing too expensive accessories) but it might be possible to harvest the memory chips and put them on useful GPU cards.
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