… We don’t have a lot of data points on such things, mind you, but now we have the third one with the very big deal announced between the social network and AI model maker and AI hardware juggernaut Nvidia. …
… This amounts to a discount on the hardware paid for with stock funny money instead of real cash. Getting AMD shares to more than triple in five years might be a challenge, but it is certainly doable. …
… And now you can all start paying Meta Platforms money to use its API and its homegrown Open Compute hardware as well as that of key inference partners, Cerebras Systems and Groq, to generate your tokens rather than have to set up a datacenter of your own to run self-maintained Llama models. …
… These DLRMs are very different animals than the large language models created by Google, OpenAI, and Anthropic, and they required very different hardware. …