HN user
To Nvidia the biggest threat is a capex cut from big tech
Not the biggest. Maybe top 3.
The bigger issue right now is data center expansion speed. You have SpaceX turning up random generators and doing whatever to get it over the line but that's the exception. There are likely stockpiles of GPUs and racks of AI clusters waiting to go online. It's only going to get worse.
killed Intel’s GPU efforts
It doesn't matter anymore. Nvidia's core product isn't "GPUs" anymore. It's a whole AI rack. AMD also announced their own of the same. CPU, GPU, network, etc is all bundled.
TSMC is at max capacity and they need to fight Apple and others for allocation...
Nvidia has (or almost) eclipsed Apple to be the largest customer and definitely has reserved capacity.
Intel now has SOTA fabs on the newest EUV technology
That's still early. Hard to say Intel can consistently actually produce something good in large volumes yet.
For me, not using the best model is a huge opportunity cost since my company can afford I
But sometimes not using the "best model" is using the best model. Fable isn't the best at everything. Specialization and optimizations might not just be around cost.
The irony is the Chinese are being
There's no irony. The problem is these generalizations and labelling that's hurting everyone. It's the wrong way to view China and maybe many other places.
Just like the definition of AI, the definition of democratic or not evolved long ago.
the lack of accompanying pro models with these flash releases either means:
Rumors say 4) it didn't perform well, especially in coding so has been delayed
I would prefer they confirm before closing. It's AI / bot anyway. Instead it's just mass keyword zig = close. The bug can still exist post-port. None of it got "fact-checked".
In fact a lot of "feature requests" like npm compatibility related or missing specs etc ALL also got closed for being "zig" because reproduction and suggested solution were of course zig.
Again doesn't mean it got "auto fixed".
that this made bun worse in any measurable way
Issues on GitHub was mass closed claiming zig is no longer relevant without fixing the real issues.
Sol Ultra style is the path forward
That’s called brute force so not really.
More likely for them to use Kimi 2.7 since Grok is now the flagship product.
Yeah, I would have expected Zhipu to ship a Fable-adjacent model by the end of the year
There were talks of a GLM 5.3 in August, so maybe not that far away...
Oracle is fine
They're drowning in debt and risk is increasing. If these US models don't keep holding up their valuation will tank further and some will recall the loans or ask for different terms.
the reason for the newer apparently less efficient Anthropic token encoding
Less efficient in token usage but per the blogs; it enables the model to perform better.
I dont get why they don't do the same with ASML
It's a different thing altogether. ASML builds "machines" and TSMC uses these "machines" to build "factories".
That's the simplified view and saying they will do "factories" is how they are winning the headlines. It's what people understand like factory = jobs impression.
computers before cars = self driving cars.
THEN
AI before CRM = ai driving CRMs.
I don't think it actually counts as circular.
It is. The GPUs go on to be used to get loans to then get more GPUs.
Why is it a big deal? Nvidia invested $2b into CoreWeave for 9% equity stake.
Depends if they actually got the $2b in real money. There's a difference.
It's a big deal if no money was involved. Nothing even entered the company directly. Some deals have structured with Special Purpose Vehicles where money goes to the SPV. The SPV buys GPUs with it (from Nvidia). GPUs is loaned back to the company involved. So this company is stuck with this GPU rental, which may or may not be what they want and not $2b.
This sounds like a bad deal? So Nvidia had to sweeten the deal and promise min utilization on those GPUs by renting it themselves even if they don't need it.
So what's income and what's expense here?
That's the problem. It's inflated and messed up.
The Java compiler almost does ZERO optimizations.
So you really want to you should ask why the JIT rather than compiler does optimizations in Java?
If they'd just put the date in the version field, people would know how old the software is
Does it tell you anything? If this "software" just bumps the date and never provides anything meaningful it is useful to you? It's about the substance.
doesn't tell you whether Java 27 is old or new. "Java 26.1: What's New?" would
How does 26.1 tell you that? Because you "assume" it is a date? It also still doesn't? How do you know the new 1 isn't 26.100?
Traditional software versioning helps in the first case: they bump version after a big event
They pretend to. It's given most developers headaches in terms of you have to have something to bump the version so either they make something up or never do it and so fails your test either way.
At the end of the day either:
You care: a quick check won't hurt. It's twice a year.
You don't care: what difference does it make?
The current numbering scheme is annoying and distracting, bears no information yet is still error prone.
This release should've been called 26.1, then 27.0, 27.1, 28.0 and so on.
And how does that bear any information any differently?
but rarely, if ever, in the lime light
I disagree. The open web likes bashing it as a scrape goat. Reddit, X/Twitter, etc. It's died down some lately but there were at least a couple a years when this was very out there.
I would say I'm still in this mindset. Numbers are hard to come by but analysts optimistically put Chinese SaaS market at ~10% of the size of the US.
Exactly it's mindset. I used pulled up 1st result when I used Google [0][1] and it is ~20%. It also forecasts huge growth potential.
[0] https://www.grandviewresearch.com/horizon/outlook/software-a...
[1] https://www.grandviewresearch.com/horizon/outlook/software-a...
reflecting that SaaS in China is much more services and implementation heavy
I wouldn't read into it too much. There's creative accounting and other things involved. Also what is services and not e.g. "premium support"?
So it feels like the direct to business SaaS's like Salesforce aren't really there and then then the selling to SaaS titans like Datadog have a much smaller flywheel to work in.
US companies struggle for many other reasons that I rather not go into but definitely not a SaaS nor China issue. I mean yes it is a China issue as in businesses need to adapt to different cultures rather than 1 size fit all but that applies everywhere.
Rumors are Nvidia H200s got approved so infrastructure might be improving soon.
5.6 for Thursday was already officially announced.
As to the capacity issue: no, it's happened before. Maybe related. Maybe not.
Interesting how the prevalent opinion until yesterday seems to have been that OpenAI & Anthropic are irreversibly ahead
Not the way you're implying?
The GLM 5.2 hype was blowing way before this. Neither xAI nor Meta have really made a difference in a different way - similar results / similar pricing (to GLM 5.2).
Chinese companies have always had a very low willingness to pay for software
Are we still left with this mindset? Maybe once upon a time but it has definitely been changing.
There's plenty of B2B and enterprise SaaS companies in China serving the Chinese market. Maybe not as many, but no longer the very low of the past.
I also would not say enterprise were not willing to pay, even many years ago. It's the SME that refused to pay. Large CRM, ERPs etc have always existed.
More like they have a less focus on margins and more on cost recovery.
Why did postgres win vs mysql?
They did? By social media? According to a lot of social media devs Java is also “dead”.
Having said that the issue is MySql / Mariadb is moving more and more behind commercial products e.g. Galera and Heatwave. Postgres continues to be the open community effort.
But hence the divide you see. Large companies. Real traffic use pragmatic solutions to make money. The tutorial developers and hype does whatever.
Taiwan solved tax evasion
No. Not even close. It maybe improved it.
These surface level posts that people then run with and it spreads is no good.
1. Yes that transactions have to be recorded 2. No it can't tell what gets recorded 3. Ownership is still based on honesty
E.g. companies ask their staff for these invoice receipts or to quote the business tax id so they can report higher expenses that never occurred.
E.g. this did solve the anonymous case but if both buyer and seller agree you can issue a $1 invoice and then exchange $1000 in cash.
Not to say this isn't good but the idea it solved everything is just wrong.