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Nvidia's Project Digits is a 'personal AI supercomputer'

(techcrunch.com)
623 points magicalhippo | 5 comments | 07 Jan 25 04:14 UTC | HN request time: 0s | source
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Karupan ◴[07 Jan 25 04:41 UTC] No.42619320[source]▶
I feel this is bigger than the 5x series GPUs. Given the craze around AI/LLMs, this can also potentially eat into Apple’s slice of the enthusiast AI dev segment once the M4 Max/Ultra Mac minis are released. I sure wished I held some Nvidia stocks, they seem to be doing everything right in the last few years!
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dagmx ◴[07 Jan 25 04:45 UTC] No.42619339[source]▶
I think the enthusiast side of things is a negligible part of the market.

That said, enthusiasts do help drive a lot of the improvements to the tech stack so if they start using this, it’ll entrench NVIDIA even more.

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VikingCoder ◴[07 Jan 25 05:01 UTC] No.42619430[source]▶
If I were NVidia, I would be throwing everything I could at making entertainment experiences that need one of these to run...

I mean, this is awfully close to being "Her" in a box, right?

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dagmx ◴[07 Jan 25 05:06 UTC] No.42619453[source]▶
I feel like a lot of people miss that Her was a dystopian future, not an ideal to hit.

Also, it’s $3000. For that you could buy subscriptions to OpenAI etc and have the dystopian partner everywhere you go.

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croes ◴[07 Jan 25 05:44 UTC] No.42619642[source]▶
OpenAI doesn’t make any profit. So either it dies or prices go up. Not to mention the privacy aspect of your own machine and the freedom of choice which models to run
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com2kid ◴[07 Jan 25 15:46 UTC] No.42623621[source]▶
OpenAI built a 3 billion dollar business in less than 3 years of a commercial offering.
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1. croes ◴[07 Jan 25 20:33 UTC] No.42627088[source]▶
3 billion revenue and 5 billion loss doesn’t sound like a sustainable business model.
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2. VikingCoder ◴[08 Jan 25 01:59 UTC] No.42630094[source]▶
The real question is what the next 3 years look like. If it's another 5 billion burned for 3 billion or less in revenue, that's one thing... But...
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3. croes ◴[08 Jan 25 07:21 UTC] No.42631889[source]▶
How...
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4. menaerus ◴[08 Jan 25 08:18 UTC] No.42632175{3}[source]▶
Recent report says there are 1M paying customers. At ~30USD for 12 months this is ~3.6B of revenue which kinda matches their reported figures. So to break even at their ~5B costs assuming that they need no further major investment in infrastructure they only need to increase the paying subscriptions from 1M to 2M. Since there are ~250M people who engaged with OpenAI free tier service 2x projection doesn't sound too surreal.
5. com2kid ◴[08 Jan 25 09:24 UTC] No.42632463[source]▶
Rumor has it they run queries at a profit, and most of the cost is in training and staff.

If they is true their path to profitability isn't super rocky. Their path to achieving their current valuation may end up being trickier though!