alt Hacker NewsIf you're NVIDIA then open-weight models are a classic example of commoditizing your complements; cheaper models mean more people buying GPU's to run them. [1]
Your guess is as good as mine for China though.
[1] https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/
Replies
There’s export controls on nvidia. According to Jensen, they expect that Chinese models will start being optimized for Huawei
No, Nvidia is worried about Chinese hardware stack. China is under sanction, what are they training and inferencing these models on? Even if this model might still be Nvidia chips, what about the next model. Everyone knows model and hardware companies are working together. There are a number of very competitive companies in China in this space. After they got this area sorted out, China will do training, inference and tokens entirely on their stack and export their entire stack.
Nvidia selling more GPU's at the cost of it's datacenter business is pretty close to Kodak selling digital cameras at the cost of film.
The data center side is so bloated anything that eats into it is a huge negative. Their data center business brings in 20x the gpu market. Local open weight models will be what pops the bubble and China will do anything in it's power to enable that pop.