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[–] 2 points 2 months ago* (last edited 2 months ago)

It's not surprise that the real efficiency gains came out of China.

Most of AI is funded by NVIDIA explicitly and obviously as a way to goose their stock price. You think AI companies who depend on getting money from NVIDIA on the condition they buy a lot of NVIDIA GPUs are going to go out of their way to lower the cost of compute?

Edit: Actually, I think it doesn't matter. AI is so divorced from reality, OpenAI can say they lowered the cost of compute by 95% and therefore they have to triple their orders of GPUs.

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