NVIDIA discussion [2025]

[Kaotik]

Yeah there's a number of online AIs out there which run on Google's Tensor chips. As a simple example, https://pi.ai is one such model which all inference nodes are powered by Tensor. I think the actual training is still done on NV hardware tho...

In Google's case it's apparently both Google, training is for sure

https://www.cnbc.com/2024/07/29/apple-says-its-ai-models-were-trained-on-googles-custom-chips-.html

 

[Florin]

Does this mark a shift in strategy for Apple? What’s Siri running on now?

I believe it was widely publicised that Apple opted for Google's TPUs as their main AI partner, both for the server side and training for on device processing.
However I've also seen rumors that Apple has actually quietly been using a lot of rented cloud Nvidia GPUs for a while now.

The choice to actually buy hardware itself is certainly a shift. But then again one billion barely qualifies as a toe in the water compared to major players like Microsoft and Meta.

I reckon Apple is just biding its time and plan-B-ing it until its own AI chip is expected to be good to go (2026, as far as we know).

There isn't any love lost between Apple and Nvidia - Apple's vertical integration is anathema to Nvidia, and Nvidia's success in negotiating and then sticking to profitable pricing for something as lowly as components is not something Apple can abide.

 

[Cyan]

things are changing. Intel is starting to lean towards ARM, and AMD announced the other day that they are going to get into the ARM like race.

 

[Scott_Arm]

things are changing. Intel is starting to lean towards ARM, and AMD announced the other day that they are going to get into the ARM like race.

Casey Muratori just published an interview with the chief architect of Zen, which talks a bit about ARM vs x86 in terms of how they affect CPU design. The impression I get is that it's not as significant as people make it out to be.

An Interview with Zen Chief Architect Mike Clark

Zen is one of the most important microarchitectures in the history of the x86 ecosystem.

www.computerenhance.com

 

[Bludd]

Casey Muratori just published an interview with the chief architect of Zen, which talks a bit about ARM vs x86 in terms of how they affect CPU design. The impression I get is that it's not as significant as people make it out to be.

An Interview with Zen Chief Architect Mike Clark

Zen is one of the most important microarchitectures in the history of the x86 ecosystem.

www.computerenhance.com

afaik modern x86 cpus are basically only CISC on the outside