[HN Gopher] Nvidia to Acquire Run:AI
___________________________________________________________________
Nvidia to Acquire Run:AI
Author : jmsflknr
Score : 159 points
Date : 2024-04-24 13:36 UTC (9 hours ago)
(HTM) web link (blogs.nvidia.com)
(TXT) w3m dump (blogs.nvidia.com)
| blackhawkC17 wrote:
| Can someone explain how or why Israeli startups have historically
| punched above their weight?
|
| For such a small country, they keep churning out tons of
| successful companies that get acquired by larger American and
| European counterparts.
|
| I'm suspecting high levels of education plus a culture that
| encourages entrepreneurship and risk-taking, but there might be
| more to the story..
| tomrod wrote:
| My assumption is all of the above, as well as well connected
| folks through world class educational institutions, and a
| generally practical environment.
| TheMrZZ wrote:
| I suspect having a 10M population "only" + very bad commercial
| relations with their direct neighbours make Israeli startups
| think global from scratch. In Europe, most startups tend to
| think local-first, which hinders their scaling.
| dagmx wrote:
| Mandatory military service with a military that has a high
| weight on technical warfare/superiority is an oft given reason.
|
| Another is network effect. The same way that Silicon Valley has
| a lot of very successful startups. Once you have a few in a
| region, it creates a knock on effect.
|
| It inspires people to follow suite. It means there's more money
| being pushed around in that area. It means there's more people
| looking at developments in that area. Often someone may be
| lower down in one successful startup and then leave to make
| their own with the experience of how to do it.
| shmatt wrote:
| I haven't researched deeply but there are plenty of Israeli
| startup exits with executives coming from combat, non tech
| units. Usually elite combat units that are harder to get in
| to.
|
| There is something to be said about spending 18-21 in the
| military, there is pretty much 0 partying during college
| (that is done during military vacations + the gap year
| between military and college). By the time you've finished
| your Bachelors degree you're 25-26 and ready to settle down.
| You hit your full time job life 6-8 years after high school.
| Its a very different mindset
|
| I look at the 22 year olds moving to NYC after college for
| their first job, and there is such a huge difference in what
| they're looking for in their day to day lives. Their job is
| probably the last thing they are about
| John23832 wrote:
| Through the Israeli military service there is a large pipeline
| of (technical acumen cultivated while serving) -> (business ||
| academia). Especially in technology. A large part of this is
| comes from the fact that Israel strives to be self sufficient
| when it comes to military technology.
|
| When it comes to deals, there is also, frankly, a large Jewish
| funding/investing community. The hard part of getting deals is
| who you know.
| shmatt wrote:
| There is also a work culture of both putting in as many hours
| as necessary, but also very goal oriented and understanding
| whats critical to deliver and what sint
|
| There are obviously many more countries that make the average
| American or European tech worker seem lazy, but for some of
| them working a 60-80 hour week is about showing you're working
| rather than doing important work
|
| From my experience its not strictly the hours put in per week
| driving Israeli startups, but actually delivering what
| customers are asking for. I've been in many calls where the
| executives promised a complex feature that hasn't even been
| planned yet be delivered very soon, and somehow the team is
| able to complete it with careful planning and prioritizing (and
| putting in the hours)
|
| The executives dont shy away from the grind either, im now on
| the other side (US corporate) and Israeli startup CEO/CTOs are
| basically available for every concern I have 24/7, even when I
| dont expect them to answer they do
| okdood64 wrote:
| +1 In my previous stint, I had worked with Spot
| (https://spot.io/) as one of our vendors. Absolutely great
| product, amazing customer support and ability to take feature
| requests, or otherwise address our pain points quickly and
| effectively.
| fshbbdssbbgdd wrote:
| > even when I dont expect them to answer they do
|
| I have also experienced this. Given Israel is the opposite
| side of the world from California, mainly I expect if I ask a
| question in the afternoon there will be an answer ready in
| the morning. But surprisingly often, they answer immediately.
| jedberg wrote:
| Many Israelis in tech worked shifted hours to line up with
| the USA better, because either their customers or coworkers
| are in the USA.
| falcor84 wrote:
| I would also assume it might be a good circadian fit for
| many, given the prevalence of "night owls" in tech
| edanm wrote:
| Some do, not all.
|
| The harder problem is actually that the work week is Sun-
| Fri instead of Mon-Sun, which means there's days when
| people just aren't working. This is also sometimes a good
| thing though - Israelis will have put in a full day of
| work while everyone else was out for the weekend.
| treprinum wrote:
| Easy access to large VC companies in the US, networking
| effects.
| trashtester wrote:
| The same demographic is punching even more above their weight
| in the US.
|
| Probably by a pretty large margin, too.
| j7ake wrote:
| It's not only start ups, but also academia.
|
| Weizmann institute of science is the envy of the world in terms
| of their research output, and widely used as a model for new
| research institutes to aspire to.
| pclmulqdq wrote:
| If you google "Unit 8200" that is pretty much the reason. The
| Israeli military pushes their super-smart kids together to be
| computer scientists and hackers for 2 years - this is
| essentially the NSA of Israel. Behind every Israeli tech
| company is a small cadre of unit 8200 grads.
|
| When they finish, a huge network of Unit 8200 alumni who are
| already rich have a shared experience with these kids, and are
| ready to invest in any idea these kids have. They have a tight-
| knit group of incredibly smart colleagues as well, from their
| time in the military.
| yoavm wrote:
| > Behind every Israeli tech company is a small cadre of unit
| 8200 grads.
|
| This is of course greatly exaggerated. I know plenty of
| Israeli startups that never had 8200 grads in them, mine
| included. I actually think that the role of a specific army
| unit in creating the environment that fosters these startups
| is really hyped. It's much more of a cultural thing than some
| random army unit.
| pclmulqdq wrote:
| Plenty of communities have cultures of entrepreneurship and
| hard work, though.
| flakeoil wrote:
| Overall military spending can explain a lot as well. A lot
| of military spending goes to existing companies as well as
| startups to develop weapons and defence systems which
| drives innovation in high-tech technology.
|
| Israel spends 5.3% of their GDP on military. That's more
| than almost any other country in the world and they have
| spent a lot for many decades.
|
| https://en.wikipedia.org/wiki/List_of_countries_with_highes
| t...
| jolj wrote:
| I don't think the Israeli defense budget really goes into
| Israeli startups. The only related fields are drone
| startups and cyber startups that hardly sell domestically
| taneq wrote:
| I'm eternally confused as to why other countries don't do
| this. The Manhattan Project resulted in so many great minds,
| purely due to the cross-pollination of all those geniuses in
| such a small place. You'd think any nation state would be
| gunning for the same advantage.
| pclmulqdq wrote:
| Manhattan projects don't really work unless you feel that
| you are under existential threat.
|
| Israelis perpetually do.
| psunavy03 wrote:
| Look at all the protests going on at places like Google.
| There's a segment of the population, especially in tech,
| that is irrationally anti-military. Somehow people think if
| we all held hands and sang Kumbaya, all the evil wars would
| stop, as if people like Vladimir Putin didn't exist.
| lapphi wrote:
| Think the idea here is that the US supplies the weapons
| for those wars and we should stop doing that.
| psunavy03 wrote:
| Which is a clueless idea, but it's an idea. The US
| refusing to supply weapons would have, if anything,
| encouraged Putin to be even more genocidal.
| dotnet00 wrote:
| The US does kind of do this through its national labs. They
| just don't have the thriller-esque story of the Manhattan
| project to romanticize things and aren't wasting their
| intellect on maximizing doomscrolling.
| dannylandau wrote:
| I think it is more than 5 years on average. Here is the
| answer to prompt from Meta.ai below: Unit 8200 is an elite
| intelligence unit of the Israel Defense Forces (IDF), and the
| length of service for new recruits can vary depending on
| their role and position. Typically, new recruits in Unit 8200
| serve for a minimum of 4-5 years, but some may serve longer
| depending on their specialization and the needs of the unit.
| Some roles may require even longer service commitments, up to
| 6-8 years or more. It's worth noting that Unit 820psilon is
| considered one of the most prestigious and competitive units
| in the IDF, and service there is highly sought after by many
| young Israelis. The unit is responsible for military
| intelligence gathering, signal intelligence, and
| cybersecurity, among other things.
| myth_drannon wrote:
| Even if the startup's founder is from 8200, the rest are not.
| I knew one of the execs and the person is very smart. It's
| just the culture that promotes intelligence. At least in
| Canada/US there is less emphasis on intelligence and you can
| see it on the VP level that they are more business-oriented
| and not necessarily the smartest person in the room, which is
| fine if you are in North America.
| MrBuddyCasino wrote:
| > _I'm suspecting high levels of education plus a culture that
| encourages entrepreneurship and risk-taking, but there might be
| more to the story.._
|
| I sincerely hope this is bait, because the answer is obvious.
| I_ wrote:
| Which is?
|
| (I am genuinely asking)
| throw310822 wrote:
| Jews have a higher proportion of very smart people than
| other ethnicities. It's something that is "complicated" to
| talk about (we don't like all the implications of such a
| possibility), but it's pretty much indisputable.
| N0b8ez wrote:
| Hitler infamously condemned the IQ system for being
| "jewish". I don't think that sentiment has gone away.
| trashtester wrote:
| Usually it's the far left that use the
| oppressor/oppressed way of thinking to demonize their
| enemies. But when it comes to Jews, Nazis and many other
| extreme right wingers do the same.
|
| Hitler saw the Jews as an existential threat, not as
| objectively inferior to "Aryans". In fact, this is why he
| hated them so much above anyone else; he thought that
| they were the only "Race" that had the potential to out-
| compete his "Aryans".
| throw310822 wrote:
| > Hitler saw the Jews ... not as objectively inferior to
| "Aryans". ... he thought that they were the only "Race"
| that had the potential to out-compete his "Aryans"
|
| We're veering terribly off topic, but I'm pretty sure
| this is not historically true.
| trashtester wrote:
| That was my take when I read his section about Jews in
| Mein Kampf.
| ActorNightly wrote:
| You dont need intelligence to have a startup that
| succeeds. I bet that within this thread, there are users
| who have ideas that can become mutltimillion companies.
| All it would take is someone who knows how to navigate
| the business space to set up funding and talk to the
| right people in the right way to make sales.
|
| Success in startup space is more about motivation in
| terms of pushing harder than others, and support system
| that gives you a higher chance to make correct decisions.
| throw310822 wrote:
| > You dont need intelligence to have a startup that
| succeeds
|
| Not necessarily genius-level but being smart I'm sure
| helps. You might not _need_ it, in the sense that there
| certainly are counter-examples, but yeah, on the big
| numbers it 's pretty obvious that it's an advantage.
| underdeserver wrote:
| There's "Startup Nation" by Senor and Singer with a thesis on
| this.
|
| My personal opinion is huge talent density, a just-get-it-done
| attitude, strong network effects from military service and a
| small number of universities, and a lot of startup experience
| across the board - if you're an entrepreneur in Tel Aviv, it's
| relatively easy to find people who've done it before multiple
| times, and they'll give you good advice.
| htrp wrote:
| Israel is also small enough that almost everyone is 1-2 degrees
| away from a top tier vc
| CSMastermind wrote:
| This touches on some potentially sensitive topics but at least
| some of the success is explained by having a population with,
| on average, the second highest IQs.
|
| Another part of it is definitely the benefits from having a
| strong high-trust culture that gives them access to social
| networks and a priority to provide for the group as a whole not
| just their own personal interests.
| trashtester wrote:
| If we look at IQ as an explanation, it's not only about the
| mean, but also about the variance, which is driven up by the
| Ashkenazi sub-population.
|
| I would not be surprised if Israel has a significantly larger
| percentage of people with IQ>140 than any other nation.
| myth_drannon wrote:
| There is a very large percentage of population that doesn't
| participate in the economy and is largely uneducated. So it's
| even more shocking to see Israel so successful. And of
| course, you have the huge wave of immigration from the former
| USSR in the 90's. Sadly I'm very pessimistic about the future
| of Israel and the demographics are against it.
| jolj wrote:
| The demographics are against the entire western world
|
| however i wouldn't get too caught up with extrapolations,
| they are usually wrong (see population bomb)
| m3kw9 wrote:
| The govt is westernized and allow relatively more freedom of
| thought than other nations. So the situation is similar to
| America. Plus Israel is always been focused on tech because
| they know they need leverage to defend itself as a small
| country surrounded by adversaries
| belter wrote:
| Nvidia has R&D operations in Israel for several years. Are any
| of the employees from Run:AI ex-NVIDIA?
| 0xcde4c3db wrote:
| I'm no economic historian and don't know where the relevant
| figures would be for Israel, but having skimmed some history of
| South Korea and Taiwan I get the impression that when a small
| country overperforms like this it usually involves a
| combination of generous domestic subsidies/incentives and a
| massive influx of foreign capital, which can come in numerous
| forms including technology transfer. Having a diaspora in more
| developed countries probably doesn't hurt a country's chances
| either (see e.g. Morris Chang).
| trashtester wrote:
| The thing is, Jews tend to overperform even more outside of
| Israel. From Wikipedia:
|
| _Of the 965 individual recipients of the Nobel Prize and the
| Nobel Memorial Prize in Economic Sciences between 1901 and
| 2023,[1] at least 214 have been Jews or people with at least
| one Jewish parent, representing 22% of all recipients. For
| comparison, 65.4% of Nobel prize winners were either
| Christians or had a Christian background. Jews comprise only
| 0.2% of the world 's population, meaning their share of
| winners is 110 times their proportion of the world's
| population._
|
| [1]
| https://en.wikipedia.org/wiki/List_of_Jewish_Nobel_laureates
| VS1999 wrote:
| Unless they're somehow 110 times better than everyone else,
| this indicates some powerful nepotism.
| trashtester wrote:
| That's the oppressor/oppressed narrative for any such
| difference. Hitler came to the same conclusion, and
| decided to do something about it. Various communists
| revolutionaries have used the same kind of thinking to
| get rid of the ruling classes in their countries after
| the revolution.
|
| But if you consider it this way: The Nobel price was
| given mostly to white people (including Jews) until about
| 1970. That's a factor of 10 already.
|
| Then you consider that Ashkenazi Jews have an average IQ
| of about 115 vs other Europeans somewhere south of 100 on
| average.
|
| If the standard deviation is a constant 15, a population
| with a mean of 100 has about 0.4% of the population with
| an IQ >140. Increase the mean to 115, and that grows to
| about 5%. That's another factor of 10. And the gap widens
| as the threshold increases.
|
| This seems to fit the 110x almost perfectly.
|
| Disclaimer: I have no Jewish ancestry that I'm aware of.
|
| Edit: Also, to my knowledge, the Nobel committee has NOT
| been dominated by Jews.
| meflou wrote:
| 13% of the world population have an IQ higher than 117.
| That means that there is a billion non jew that has an IQ
| higher than the average Ashkenazi. Thus your arguments
| makes no sense. Even if every single jewish person had a
| high IQ, they will be less than 1% of the pool.
| lapphi wrote:
| The selection pool is not the global population, as
| stated in the previous comment.
| kaashif wrote:
| Not true. The differences don't have to be that large.
|
| If one person consistently runs 0.1s faster than everyone
| else, they can win 100x the races of the next best person
| without being 100x better.
|
| Nobel prizes, like running races, are winner take all.
| The person in 100th place doesn't get any points
| proportional to how good their proposal is.
| phone8675309 wrote:
| When you've got the US fueling your war machine you tend to
| have a lot of money left over to plow into tech dominance.
| maratc wrote:
| "Start up nation" does a good job exploring this topic. In
| short, it's about never accepting authority and challenging
| everything, the roots for that come from the culture and even
| the religion.
| xyzzy4747 wrote:
| This may be controversial to some people here, but Israelis
| have high IQs genetically and from good parenting. When you put
| a bunch of determined high IQ people together they're going to
| outperform.
| xyst wrote:
| Investment into their people. Proper support structures. Taking
| advantage of their "country pride".
|
| Same effect was seen in USA during the space race.
|
| At some point USA just "gave up" and ceded all control to
| private corporations which don't give a shit about the people
| and only care about the bottom line
| alephnerd wrote:
| > I'm suspecting high levels of education
|
| It's this plus being a small country. The entire population of
| Israel is roughly the same as the Bay Area, so everyone is 2-3
| degrees away from each other. This makes it easier to raise
| capital and build a startup.
|
| The success of Checkpoint and PANW kickstarted the scene.
| jampekka wrote:
| Probably a lot of money sloshing around the US-subsidized
| military-industrial complex?
| ActorNightly wrote:
| The boring answer is that its simple community.
|
| If you surround yourself by friends who all do that one thing
| and are all driven to be good at that thing, you will be
| motivated to do the same thing and get good at it, and motivate
| other people in turn.
|
| Silicon Valley used to be like this.
| rchaud wrote:
| > I'm suspecting high levels of education plus a culture that
| encourages entrepreneurship and risk-taking
|
| There's also the small matter of $200bn in US military
| assistance since 1973, which involved significant knowledge
| transfer across many different scientific and engineering
| domains.
| someotherperson wrote:
| I've worked for two, both inside and outside Israel, and both
| were very successful. The same thing happened both times.
|
| 1. Foreign Jewish VCs pumped money into it, gave the founders
| plenty of autonomy.
|
| 2. The internal network of the founders to other successful
| Jews was gigantic. Even if they're unimpressive themselves.
|
| Essentially easy access to capital + domestic and international
| network that can facilitate success. It's a nationalized
| version of YC.
| gk1 wrote:
| This announcement doesn't mention a price, but the scoop by
| Calcalist last week says "many hundreds of millions of dollars
| and could even reach $1 billion." Good for them.
| (https://www.calcalistech.com/ctechnews/article/rkmbe9e0p)
| cheselnut wrote:
| Techcrunch mentioned it was $700M
| jmsflknr wrote:
| Calcalist says the deal is valued at [$700 million](https://www.c
| alcalistech.com/ctechnews/article/s1w2iniwa).
| papichulo2023 wrote:
| I was under the impresion that modern AI still runs mainly
| baremetal. Isn't pytorch parallel distribute not good enough?
| htrp wrote:
| There are a ton of tricks you can do to share hbm/flops amongst
| GPUs in a cluster.
| chuckadams wrote:
| You can use kubernetes to manage bare metal machines, but it
| probably doesn't make much difference: once the bits are on the
| GPU, I doubt a properly configured VM is getting in the way,
| let alone containerd.
| jfkfif wrote:
| the problem is multinode runs that communicate through the
| network
| josh-sematic wrote:
| Yes, which is especially important for training. Getting
| good GPU interconnect can be really important for training
| large models.
| freeone3000 wrote:
| Multinode runs _don't_ communicate through the network in a
| DGX configuration. NVlink allows for RDMA over direct
| infiniband. No need for network here.
| tomoyoirl wrote:
| Infiniband is a network too...
|
| But even if we set that aside you'll get access to your
| data over a network connection because these are
| expensive nodes running batch jobs with finite disk
| space, not personal workstations.
| throw0101d wrote:
| > _I was under the impresion that modern AI still runs mainly
| baremetal._
|
| Generally yes, but you can do (PCI) pass-through of GPUs to VMs
| and containers and such, so it is not strictly necessary.
| 0x457 wrote:
| You can give GPU to VM and containers without any overhead
| these days. However, Nvidia always placed roadblocks when you
| aren't using their data center hardware in datacenters.
| ipsum2 wrote:
| This is purely a scheduler, it doesn't have any any effect on
| the workload performance.
| btian wrote:
| nVidia Multi-Instance GPUs has been around for >4 years.
| htrp wrote:
| > Run:ai has developed an orchestration and virtualization
| software layer tailored to the unique needs of AI workloads
| running on GPUs and similar chipsets. Run:ai's Kubernetes-based
| container platform for AI clouds efficiently pools and shares
| GPUs by automatically assigning the necessary amount of computing
| power - from fractions of GPUs, to multiple GPUs, to multiple
| nodes of GPUs.
|
| Basically Nvidia coming out with managed AI services on DGX cloud
| belter wrote:
| Apparently the DGX cloud is hosted first on Oracle, moving to
| Azure and hosting on Google soon...
|
| From 2023: https://nvidianews.nvidia.com/news/nvidia-launches-
| dgx-cloud...
|
| "NVIDIA is partnering with leading cloud service providers to
| host DGX Cloud infrastructure, starting with Oracle Cloud
| Infrastructure (OCI). Its OCI Supercluster provides a purpose-
| built RDMA network, bare-metal compute and high-performance
| local and block storage that can scale to superclusters of over
| 32,000 GPUs.
|
| Microsoft Azure is expected to begin hosting DGX Cloud next
| quarter, and the service will soon expand to Google Cloud and
| more."
| spicyusername wrote:
| There are also self-hosted DGX Grace Blackwell systems
| releasing later this year / next year.
| htrp wrote:
| DGX cloud is nvidia's cloud offering (you can think of it
| like a snowflake/databricks in that it runs on top of other
| clouds), with allegedly the reference design architectures vs
| someone just slapping some H100s in a server rack.
| sa-code wrote:
| Run ai is not a mature product at this point though.
| freedomben wrote:
| I suppose we're now entering the era where Nvidia is so big and
| wealthy that they will join the other kings (e.g. FAANG+) in
| being acquisition machines. The contemporary regulatory
| environment may make this an interesting thing to watch. I
| suspect that they'll (by that I mean most tech companies) have to
| get these acquisitions done earlier while the companies are even
| smaller if they are to get past regulators.
| imachine1980_ wrote:
| i doubt NVIDIA main business have lots of differences, and this
| acquisition make sense both as add on for their product
| ecosystems (lock in) or too trying to pivot too cloud base
| solution.
| ethbr1 wrote:
| Nvidia's footprint is more specific and obtuse than the other
| FAANG+s, so I expect they'll have an easier time with
| acquisition regulatory approval on the edges of their business
| model.
|
| If they wanted to acquire an ML chip company, sure, but
| I/P/SaaS value adds will probably sail through.
| linearrust wrote:
| We are well into that era already. Nvidia tried to buy ARM from
| softbank but was blocked by regulators a few years ago.
|
| It's amazing that a company known for video game graphics cards
| is now a $2 trillion company. Nvidia's market cap ( over 2
| trillion ) is the 2nd biggest of the FAANG+. It's bigger than
| Google. It's bigger than Amazon. Only Apple has a bigger market
| cap. And most of nvidia's market cap gains has been in the past
| year. It's unique for being the only predominantly hardware
| company of the group.
| twoodfin wrote:
| I think Nvidia would argue their software is at least as
| valuable to their market position as Apple's is.
| lotsofpulp wrote:
| Microsoft is missing from your list. And if Nvidia is
| predominantly hardware, so is Apple.
| Vvector wrote:
| Nvidia is a software company that happens to make their own
| chips. This has been their mantra for the last 15 years.
| lotsofpulp wrote:
| I thought they paid TSMC to make chips they design. Just
| like Apple.
| meekaaku wrote:
| Nvidia is the actual N in FAANG. Netflix is not a technological
| powerhouse compared to Nvidia
| Rinzler89 wrote:
| Netflix was included because they were a hypergrowth SV tech
| stock, paying crazy compensations, not because it was a tech
| powerhouse.
| jedberg wrote:
| When FAANG was created, Netflix was the highest gainer in the
| S&P 500. FAANG was the highest growth stocks that year, and
| nothing more.
| 0x457 wrote:
| Netflix is definitely a technological powerhouse, it just we,
| mortals, can't benefit from it.
| boringg wrote:
| It makes sense from the perspective if they are buying with
| equity. Their stock being at such heights its like getting a
| huge discount on your purchases and it barely goes on the
| balance sheet. The question always remains if the purchase was
| worth it - always tbd.
| bmacho wrote:
| They tried to buy ARM, and usa, eu, gb and china both said no.
| Lol poor nvidia. (I was so hyped for them, nvidia creating an
| arm desktop platform, and samsung/qualcomm/mediatek going
| against wintel, but that's not gonna happen now.)
| mhuffman wrote:
| I am expecting Groq acquisition or merger at some point. I just
| makes sense. Especially considering the financial position of
| Nvidia right now.
| m3kw9 wrote:
| This co facilitates efficient allocation of GPUs. I can almost
| say it's like a hyper convergence service like Nutanix.
| nightski wrote:
| I am so tired of all these acquisitions. My personal opinion is
| that it is ruining our economy.
| jahewson wrote:
| Care to explain how?
| JohnFen wrote:
| By reducing competition and diversity. Such acquisitions also
| often (but not always) results in the worsening of the
| products/services that the acquired company produces.
|
| It's pretty difficult to come up with examples of
| acquisitions or mergers that resulted in something positive
| for the market and society at large.
| smallmancontrov wrote:
| M&A people specialize in making excuses as to why _their_
| merger will definitely be something positive that benefits
| the market and society at large. Of course, time usually
| proves them wrong and nobody is ever held accountable, but
| don 't underestimate them, they are good at this.
| xyst wrote:
| yup. And most of these acquisitions end up just sitting on a
| shelf so the company can hoard the IP rights.
|
| So nvidia can rest assured that nobody will touch them, or at
| least impede their progress significantly.
| jijijijij wrote:
| Honestly, I think it may be just a "marketing stunt" to feed
| the profitable hype for them, right now, in times of growing
| AI disillusion. Same with OpenAI and Moderna.
| cheselnut wrote:
| NVIDIA's vertically integrating their platform and making it the
| single place for your AI infra needs - pretty cool
| Hrun0 wrote:
| I don't share your enthusiasm for monopolies
| Rinzler89 wrote:
| It's cool if you're Nvidia, work for them or own stocks. Not
| so much otherwise.
| rchaud wrote:
| Reading Stratechery has got a lot of people talking like a
| buy-side equities analyst when discussing companies. Vendor
| lock-in is now a good thing. /s
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