Some interesting news about the AI frenzy

[Non-Euclidean]

Nvidia’s $100 billion OpenAI deal has seemingly vanished​

Two AI giants shake market confidence after investment fails to materialize.

Nvidia's $100 billion OpenAI deal has seemingly vanished

Two AI giants shake market confidence after investment fails to materialize.

arstechnica.com

What this means:

Nvidia announced a $100 billion dollar circle jerk investment previously. It is no longer happening. These "investments" by NVidia have been used to drive AI firms. NVidia offers them money gives them credit to apply to chip purchases in exchange for stock.

Things have started looking grim for OpenAI. They are have been burning investor money at ridiculous rates, with little return.

Chips from other places​

Outside of sourcing GPUs from Nvidia, OpenAI has reportedly discussed working with startups Cerebras and Groq, both of which build chips designed to reduce inference latency. But in December, Nvidia struck a $20 billion licensing deal with Groq, which Reuters sources say ended OpenAI’s talks with Groq. Nvidia hired Groq’s founder and CEO Jonathan Ross, along with other senior leaders, as part of the arrangement.

In January, OpenAI announced a $10 billion deal with Cerebras instead, adding 750 megawatts of computing capacity for faster inference through 2028. Sachin Katti, who joined OpenAI from Intel in November to lead compute infrastructure, said the partnership adds “a dedicated low-latency inference solution” to OpenAI’s platform.

But OpenAI has clearly been hedging its bets. Beyond the Cerebras deal, the company struck an agreement with AMD in October for 6 gigawatts of GPUs and announced plans with Broadcom to develop a custom AI chip to wean itself off of Nvidia dependence. When those chips will be ready, however, is currently unknown.

 

[Non-Euclidean]

From the comment section over at Ars.

Nvidia's $100 billion OpenAI deal has seemingly vanished

Two AI giants shake market confidence after investment fails to materialize.

arstechnica.com

Fatesrider​

Reading this article, I cannot help but feel gleeful. Bring on the AI collapse!

EXACTLY my thought.

The rush to get in on it has hit full stop on their part. That was a HUGE announcement, especially with its impact on prices and the other fallout since then.

But these things are predicated on full disclosure of the financials, and any objective inspection of any AI company's financials is going to reveal a VERY unhealthy picture. OpenAI is less than 18 months away from bankruptcy, and THAT was predicted WITH Nvidia being on board.

This collapse of that deal only accelerates the point of no return for OpenAI's financial viability. I don't know by how much, but they had $16 billion in revenue that was being burned at a substantial rate. Without Nvidia there to migrate the operational costs, they have less time now. POSSIBLY substantially much less time, if you consider that the 18 months limit INCLUDED Nvidia's involvement.

The weasel is about to go and the monkey's are gonna have fun.

 

[Paul1964]

The AI Circle Jerk in action.

 

[maflynn]

Microsoft's stock is hemorrhaging value because of the billions being spent and almost no return on their value. I don't think any bubble is bursting but its clear that investors are not going to get rich over this, and now people are waking up to the costs.

 

[Paul1964]

Microsoft's stock is hemorrhaging value because of the billions being spent and almost no return on their value. I don't think any bubble is bursting but its clear that investors are not going to get rich over this, and now people are waking up to the costs.

More of a soft landing than a crash then.

 

[maflynn]

More of a soft landing than a crash then.

Don't know, but one thing is sure, MS is slowing down the plan to push the copilot into every nook and cranny of Windows 11.

 

[pshufd]

 

[pshufd]

What's most interesting is that Google isn't in your chart and their stock price is doing fine. Google is doing AI on the cheap and it seems to be working well.

 

[zenmacx]

I don't think any bubble is bursting but it’s clear that investors are not going to get rich over this, and now people are waking up to the costs.

I concur, no bursting.

However under the heading of “More Will Be Revealed” certain truths are becoming visible and the ongoing controversy continues.

Stay tuned this movie gets better.

 

[LeeW]

What's most interesting is that Google isn't in your chart and their stock price is doing fine. Google is doing AI on the cheap and it seems to be working well.

Google has been smart in my view. Yes, they have Gemini, and it's ok, but where they are focusing AI effort most right now is where they always win, search, advertising, using AI to drive better search results, relevancy, more clicks, more revenue and so on. That increased revenue is paying for their AI research and costs.

They will catch up in time with others, but they are not chasing people to use Gemini right now.

 

[Steve Adams]

Lets hope the bubble bursts so that we can get past this nonsense. It's the latest thing for Mr. Shortsightedness (Satya Nadella) to be hyper fixated on. Basically ruining windows in the process. I have used windows since 3.11. Ventured to Mac 3 times only to come back, but this time I think it's going to stick. I am sick of the Ai of everything in windows. It's a horrible experience and nobody wants it.

Nadella was expecting all corps to buy into the 365 Ai plans for like 90 bucks a month and have billions in revenue for that, but it's not happening. They have a 3.3 percent buy in rate right now. That's 97.6 percent of windows activated devices are not paying for their crappy Ai. OpenAi is going through money 10 times faster than it can make it. They will be gone soon as well.

This will be Nadella's death knell by the stakeholders IMO. He's on a really short leash as it stands and there is no ROI so keep moving from windows and MS everyone. He's made so many mistakes and wrong turns (yes he's made some correct moves) but microsoft could be SOOOO much better than it is because of his one track mind.

 

[eltoslightfoot]

Lets hope the bubble bursts so that we can get past this nonsense. It's the latest thing for Mr. Shortsightedness (Satya Nadella) to be hyper fixated on. Basically ruining windows in the process. I have used windows since 3.11. Ventured to Mac 3 times only to come back, but this time I think it's going to stick. I am sick of the Ai of everything in windows. It's a horrible experience and nobody wants it.

Nadella was expecting all corps to buy into the 365 Ai plans for like 90 bucks a month and have billions in revenue for that, but it's not happening. They have a 3.3 percent buy in rate right now. That's 97.6 percent of windows activated devices are not paying for their crappy Ai. OpenAi is going through money 10 times faster than it can make it. They will be gone soon as well.

This will be Nadella's death knell by the stakeholders IMO. He's on a really short leash as it stands and there is no ROI so keep moving from windows and MS everyone. He's made so many mistakes and wrong turns (yes he's made some correct moves) but microsoft could be SOOOO much better than it is because of his one track mind.

There have been some positive signs that they are starting to get it with regard to Windows. Hopefully that continues.

 

[Steve Adams]

There have been some positive signs that they are starting to get it with regard to Windows. Hopefully that continues.

At this point I don't believe anything from Microsoft. I have been burned by them multiple times. Enough is enough. From getting almost locked out of my MS account because my payment method would not go through because their systems were messed. I am guessing Ai coding is to blame.

As soon as I get my macbook setup I will transfer my data to apple storage. I will need to pay more for the amount I want. But I know if I have issues I can get someone on the phone and we can work it out and fix it. Customer service and support is huge to me now.

My next phone will be an iPhone as well so I can get the cool fotorgear retro camera setup.

 

[pshufd]

There have been some positive signs that they are starting to get it with regard to Windows. Hopefully that continues.

Losing 20% of your marketcap can do that. Losing 40% will guarantee a change in management approach.

 

[eltoslightfoot]

At this point I don't believe anything from Microsoft. I have been burned by them multiple times. Enough is enough. From getting almost locked out of my MS account because my payment method would not go through because their systems were messed. I am guessing Ai coding is to blame.

As soon as I get my macbook setup I will transfer my data to apple storage. I will need to pay more for the amount I want. But I know if I have issues I can get someone on the phone and we can work it out and fix it. Customer service and support is huge to me now.

My next phone will be an iPhone as well so I can get the cool fotorgear retro camera setup.

That's certainly your prerogative. I have never needed to call either, so not really an issue for me. I was getting tired of the walled garden as well.

 

[Steve Adams]

That's certainly your prerogative. I have never needed to call either, so not really an issue for me. I was getting tired of the walled garden as well.

Oh yes. Horses for courses. The walled garden was one of the reasons I could never stay with Apple the three other times I tried. This time however, the entire computing landscape has changed greatly. I am tired of finding work arounds for trying to stop microsoft from sending updates that break stuff, add Ai everywhere, Recall is a security dumpster fire, etc.

It's just time to move on. My son will keep his MSI gaming system as he plays space engine which is not available on any other platform.

And, as I mentioned elsewhere, I want the fotorgear retro kit for my phone. The only way I can have that is with an iphone pro max 15, 16, or 17.

But it's time to move on from MS.

 

[Steve Adams]

Losing 20% of your marketcap can do that. Losing 40% will guarantee a change in management approach.

View attachment 2612719

Yep. Keep the slide going until Satya is gone. He canned the best person Microsoft had. Panos. He understood customer experience and consumers. Hence the reason he was fired. They (satya and the board) don't want to hear crazy talk like customer experience and consumer users.

Xbox is next. When Satya comes on stage crowing about Xbox forever etc, that's the death blow. He did the same thing with windows mobile, came on stage and crowed about if other don't build devices for windows mobile...We will. Everyone, myself included cheered. 6 months later....AXED. RT, same thing. So the xbox dashboard is the sign that there will be no more xbox consoles which will kill Microsoft's gaming market.

 

[Paul1964]

Oh yes. Horses for courses. The walled garden was one of the reasons I could never stay with Apple the three other times I tried. This time however, the entire computing landscape has changed greatly. I am tired of finding work arounds for trying to stop microsoft from sending updates that break stuff, add Ai everywhere, Recall is a security dumpster fire, etc.

It's just time to move on. My son will keep his MSI gaming system as he plays space engine which is not available on any other platform.

And, as I mentioned elsewhere, I want the fotorgear retro kit for my phone. The only way I can have that is with an iphone pro max 15, 16, or 17.

But it's time to move on from MS.

The only reason I'm stil on Windows is Microsoft Flight Simulator.

I have Sequoia running in a VMWare VM for some stuff when an Apple desktop is required.

 

[pshufd]

I have Sequoia running in a VMWare VM for some stuff when an Apple desktop is required.

Could you describe your process for getting it to run in VMWare (or a link to a video)?

How is the compatibility and performance overall?

 

[Non-Euclidean]

Yep. Keep the slide going until Satya is gone. He canned the best person Microsoft had. Panos. He understood customer experience and consumers. Hence the reason he was fired. They (satya and the board) don't want to hear crazy talk like customer experience and consumer users.

Xbox is next. When Satya comes on stage crowing about Xbox forever etc, that's the death blow. He did the same thing with windows mobile, came on stage and crowed about if other don't build devices for windows mobile...We will. Everyone, myself included cheered. 6 months later....AXED. RT, same thing. So the xbox dashboard is the sign that there will be no more xbox consoles which will kill Microsoft's gaming market.

You do understand MS own a few gaming studios?

Xbox Game Studios​

343 Industries	2007	Halo	Halo: The Master Chief Collection, Halo Infinite
The Coalition	2010	Gears of War	Gears of War 4, Gears 5
Turn 10 Studios	2002	Forza Motorsport	Forza Motorsport series
Rare	1985	Sea of Thieves	Sea of Thieves, Banjo-Kazooie
Obsidian Entertainment	2003	Fallout, Pillars of Eternity	Fallout: New Vegas, The Outer Worlds
Bethesda Game Studios	1986	The Elder Scrolls, Fallout	The Elder Scrolls V: Skyrim, Fallout 76
Arkane Studios	1999	Dishonored, Prey	Dishonored series, Prey
Playground Games	2010	Forza Horizon	Forza Horizon series
Ninja Theory	2000	Hellblade	Hellblade: Senua's Sacrifice
Compulsion Games	2009	We Happy Few	We Happy Few

Other Notable Studios​

ZeniMax Online Studios	2010	The Elder Scrolls Online	The Elder Scrolls Online
Blizzard Entertainment	1991	World of Warcraft, Overwatch	World of Warcraft, Overwatch series
King	2003	Candy Crush Saga	Candy Crush Saga

A better list here:

https://en.wikipedia.org/wiki/List_of_Microsoft_Gaming_studios

 

[Paul1964]

Could you describe your process for getting it to run in VMWare (or a link to a video)?

How is the compatibility and performance overall?

CPU Performance is good, visual perfomance not so much. I'm running it on a gaming laptop with 32 GB RAM and 13900HX. There's no GPU passthough so all the graphics are done in CPU which shows. It would be better if it could also use the 4080 mobile GPU but no. If you have an AMD GPU it might work.

I've allocated 16GB to the VM and used Process Lasso to lock it to the P-Cores.

As for setup, there are plenly of YouTube videos detailing the process.

Installing straight to Sequioa didn't work for me. I had to install Sonoma then upgrade to Sequioa. Sequoia "knows" it's running in a VM so limits some of the Apple ID stuff like payments etc. Sonoma seems not to care. Which is probably why you should install via Sonoma.

Tahoe would not run properly for me. Others have it running but I wasn't that fussed because trying to run Liquid Glass in CPU would probably slow the whole system to a crawl.

So - I have a Windows desktop running Sequioa in a Window when I need it. I have a shared folder between the 2 environments - VMWare lets you do that - so transferring stuff is very easy.

I was unable to get MacOS to run in VirtualBox.

 

[pshufd]

CPU Performance is good, visual perfomance not so much. I'm running it on a gaming laptop with 32 GB RAM and 13900HX. There's no GPU passthough so all the graphics are done in CPU which shows. It would be better if it could also use the 4080 mobile GPU but no. If you have an AMD GPU it might work.

I've allocated 16GB to the VM and used Process Lasso to lock it to the P-Cores.

As for setup, there are plenly of YouTube videos detailing the process.

Installing straight to Sequioa didn't work for me. I had to install Sonoma then upgrade to Sequioa. Sequoia "knows" it's running in a VM so limits some of the Apple ID stuff like payments etc. Sonoma seems not to care. Which is probably why you should install via Sonoma.

Tahoe will not run for me. Others have it running but I wasn't that fussed because trying to run Liquid Glass in CPU would probably slow the whole system to a crawl.

So - I have a Windows desktop running Sequioa in a Window. I have a shared folder between the 2 envirnments - VMWare lets you do that - so transferring stuff is very easy.

I was unable to get MacOS to run in VirtualBox.

Thanks. I'm running Sonoma as I had a few UI issues with Ventura and Sequoia.

UI performance is a bit off for me; usable if there's something specific and small I need to do.

I use WSL2 -> Ubuntu -> QEMU.

 

[Paul1964]

I use WSL2 -> Ubuntu -> QEMU.

I looked into that but thought it might be too many layers.

Have you tried VMWare?

 

[pshufd]

I looked into that but thought it might be too many layers.

Have you tried VMWare?

I haven't tried VMWare. I've used QEMU for about eight years and am pretty comfortable with it. WSL2 is very lightweight.

 

[Paul1964]

I haven't tried VMWare. I've used QEMU for about eight years and am pretty comfortable with it. WSL2 is very lightweight.

Yeah - if you're familiar with is and "if it ain't broke then don't fix it" - then it's best to stick with what works.