Intel B770 Dead...

[DukenukemX]

? Nothing was said about any delay, they seem to be doing 20 billions in the current round (the 100 billions plan was 10 billion by 1 gigawatt that was always over years pace), that Nvidia largest investment ever, not sure:
https://www.channelinsider.com/ai/nvidia-openai-feb-2026-investment/#:~:text=NVIDIA is closing in on,close to being wrapped up.

Jensen Huang has been pretty direct about that part. While visiting Taipei, he told reporters, “We will definitely participate in the next round of financing because it’s such a good investment,” adding that it could be “the largest investment we’ve ever made.”

What pace people expected to talk about delays ? who saying that ? I think Jensen just repeated that the letter of intent is just intent (like AMD) everytime thery will decide if they re-invest or not they are not obligated, some in the media that pushed the fake news Nvidia had put 100 billions in openai now have to push for clicks the fake news that anything changed there to make clicks.

Oh good, the AI bubble continues.

View: https://youtu.be/1QO8TBTFELQ?si=nDyWpIawTDA5rtFL

That not the whole point and not needed at all, an excellent programming tools or cells simulation worth many hundreds of billions does need to never in all domains make an error an human adult would not and able to do everything they do in all domain (if that one mean by AGI). Most task most robots will do will be way more limited than everything an human can do.

For the AI bubble to continue, they need to promise AGI.

and what is called 80 class card can change over time a lot, there is a world where the 5080 was a 510mm-384bits-24GB vram card instead.

The value of Nvidia cards changed over time anyway. There was a time when AMD's R9 390 was a 438 mm² chip with 512bits bus and 8GB of VRAM. Then we got the equivalent with the RX 480, then we got the equivalent called the RX 5500.

I think now most in blind test would not be able to tell which is which( i think it is a very common experience for people that do A/B testing with it, to at some point do an alt-tab to be sure they are not playiong the local version of the game, it was my case but i am really not a latency-high FPS sensitive person).

I am a very latency sensitive person but I've been in competitive gaming. It's one of those things where once you're used to low latency then you'll never want to go back. On the other hand, if you're always used to high latency then you'll never know what you're missing.

The assumption here is that cloud gaming is cost effective, which I don't see that. At least not when compared to GPU prices. Geforce Now has a $20 per month subscription, or if you're clever a $200 yearly subscription. RTX 5050 is $260, the B580 is $290, and the RX 9060 XT is $350. The RTX 5060 is $340 The RX 9070 XT and RTX 5070 are both currently $600. They're over priced but they've not gone up like DDR5 has. If you're paying $200 for 1 year of Geforce Now because you're smart with money, then buy a GPU for a bit more money. The better graphic cards are nearly two years of Geforce Now. Buy cheap, ride the market and laugh at an industry that never learns anything tee hee hee.

View: https://youtu.be/UqIqSi3iy8Y?si=MpwHaJiCCfxazacH

 

[LukeTbk]

For the AI bubble to continue, they need to promise AGI.

global GDP is getting close to 120 trillions, if it grow 1.2% faster because of the AI bubble and they capture ~30% of the growth (standard) they generated thats 430 billions a year, that not some AGI explosion level at all.

Look how much more revenues walmart, alphabet, meta made in recents years, that nothing to do with some AGI, same for what Amazon is doing and will ramp up, pancreas cancer rapid advancement is not due to AGI (a cell simulator would be tremendous and ultra valuable and has nothing to do with it), it could become more expert/focus and not general ever and there still massively underbuilt for those use case.