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Thanks. That's still very interesting that they don't need Nvidia to do any of this. Nvidia stock has been priced like AI isn't possible without them.
by 2OEH8eoCRo0 4mo ago
Thanks. That's still very interesting that they don't need Nvidia to do any of this. Nvidia stock has been priced like AI isn't possible without them.
- kube-system 4mo agoNvidia's moat is just around high-performance frontier models and CUDA. You can run smaller models on cheap commodity hardware. Your phone can probably run one of these: https://play.google.com/store/apps/details?id=com.google.ai.edge.gallery&hl=en_US https://play.google.com/store/apps/details?id=com.google.ai.... https://apps.apple.com/us/app/google-ai-edge-gallery/id6749645337 https://apps.apple.com/us/app/google-ai-edge-gallery/id67496...
- ErneX 4mo agoThey are using NVIDIA too: https://security.apple.com/blog/expanding-pcc/ https://security.apple.com/blog/expanding-pcc/ https://x.com/nvidia/status/2064100362752294992 https://x.com/nvidia/status/2064100362752294992