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S1: A $6 R1 competitor?

(timkellogg.me)
851 points tkellogg | 1 comments | 05 Feb 25 11:05 UTC | HN request time: 0s | source
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swiftcoder ◴[05 Feb 25 13:25 UTC] No.42948127[source]▶
> having 10,000 H100s just means that you can do 625 times more experiments than s1 did

I think the ball is very much in their court to demonstrate they actually are using their massive compute in such a productive fashion. My BigTech experience would tend to suggest that frugality went out the window the day the valuation took off, and they are in fact just burning compute for little gain, because why not...

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gessha ◴[05 Feb 25 14:13 UTC] No.42948712[source]▶
This is pure speculation on my part but I think at some point a company's valuation became tied to how big their compute is so everybody jumped on the bandwagon.
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syntaxing ◴[05 Feb 25 14:24 UTC] No.42948854[source]▶
Matt Levine tangentially talked about this during his podcast this past Friday (or was it the one before?). It was a good way to value these companies according to their compute size since those chips are very valuable. At a minimum, the chips are an asset that acts as a collateral.
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1. ijidak ◴[05 Feb 25 18:18 UTC] No.42952809[source]▶
I asked this elsewhere, but, I don't fully understand the reason for the critical GPU shortage.

Isn't it because NVIDIA insists on only using the latest nodes from a single company (TSMC) for manufacture?

I don't understand why we can't use older process nodes to boost overall GPU making capacity.

Can't we have tiers of GPU availability some on cutting edge nodes, others built on older Intel and Samsung nodes?

Why is Nvidia not diversifying aggressively to Samsung and Intel no matter the process node.

Can someone explain?

I've heard packaging is also a concern, but can't you get Intel to figure that out with a large enough commitment?

(Also, I know NVIDIA has some capacity on Samsung. But why not go all out, even using Global Foundries?)