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by emacdona 31 days ago
Yeah, my first impression when I saw this was: if this is accurate, the situation is not nearly as bad as I thought.

I do wonder why Nvida is included, though. If you include the company that all of the frontier models are pouring money into, of course the net (expenditure - profits) of the collective is going to be closer to zero :-)
3 comments
emacdona 31 days ago
Additionally:

If Nvidia is included, does that mean that the money Amazon, Microsoft, and Oracle get for selling compute to the frontier models are included in their revenue?

Because for Amazon in particular, the situation this pages shows is actually much WORSE than I expected. I thought they were making a killing selling compute for model training.

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SXX 31 days ago
Problem is not profitability as is. Nvidia's net of circular funding is the problem though:

https://www.youtube.com/watch?v=xUbJDrL6ZfM

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orblivion 31 days ago
Yeah they should also include the power companies for that matter.
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