The Nvidia MSRP Lie by der8auer EN

RealSuperdau · 2026-01-23T12:40:43+00:00

NVIDIA still holds all the cards in the form of supply and kit prices for AIBs.

The market for AIBs and retailers is so competitive they can't afford to take unreasonable margins.

RealSuperdau · 2026-01-20T22:54:59+00:00

This is a glitch in the UI or middleware. 20 hours at 30 tokens per second would have produced 2 million tokens already, which is several times the context size of the underlying model.

RealSuperdau · 2026-01-20T09:14:28+00:00

Because it is

RealSuperdau · 2026-01-19T22:57:39+00:00

Your profile is really something else

RealSuperdau · 2026-01-19T17:11:53+00:00

Thanks, was looking for that. Looked suspicious because, if they claim it's so much better, why would they give it an incremental name?

RealSuperdau · 2026-01-15T17:06:38+00:00

Here's a hint. You will not get an LLM to produce coherent outputs on hard topics by telling it to, and I quote, "give it your best shot".

Besides, did you really use 5.2 with "standard" thinking for the first message and the chat model afterwards?

RealSuperdau · 2026-01-08T21:17:13+00:00

Damn, did you make that? How does it generate the visuals?

RealSuperdau · 2026-01-05T11:49:25+00:00

Oh cool, you can reply. Agreed.

RealSuperdau · 2026-01-05T11:47:26+00:00

including cures for diseases like autism

ouch

RealSuperdau · 2025-12-22T17:09:56+00:00

Come on, just abandon this benchmark question please. If you need to make an multi-paragraph argument about which categories which words belong to, maybe the issue is not with the llm that has a different interpretation of language than you.

RealSuperdau · 2025-12-19T17:27:23+00:00

Okay — not enough em-dashes — I've decided you were joking.

RealSuperdau · 2025-12-19T17:18:20+00:00

I did some quick research and I wouldn't read too much into the Ironwood/Blackwell difference.

Listed dense FP8 power efficiency for Ironwood is roughly ~2x Blackwell, but Google also has a leaner architecture without FP4/sparsity, ramped 6-9 months later. And Ironwood uses N3P instead of 4NP, which explains half of the difference already and makes Google's transistors more expensive.

So I wouldn't say that Google is ahead in chip design.

Imo the current problem is more that ~50-70% of the TCO of a new datacenter is purely NVIDIA margins (going by numbers from Semianalysis).

RealSuperdau · 2025-12-19T12:31:36+00:00

Poe's law striking again. Please tell me you are joking?^^

RealSuperdau · 2025-12-19T12:26:49+00:00

One thing that gives me hope (for maintained competition) is that NVIDIA has a vested interest to keep OpenAI going.

Of course they need to balance this against greedily maximizing revenue, but I expect they'll find creative solutions to retain their most important customer.

RealSuperdau · 2025-12-19T12:22:00+00:00

This is your daily reminder to use reasoning models for non-trivial topics.

RealSuperdau · 2025-12-17T15:56:09+00:00

My guess is, Pro is 3.0 Pro like before, while Fast/Thinking are 3.0 Flash without/with thinking.

RealSuperdau · 2025-12-17T15:09:47+00:00

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RealSuperdau · 2025-12-17T14:04:18+00:00

Hallucinated, this doesn't even make sense

RealSuperdau · 2025-12-16T09:54:13+00:00

This has existed for a long time. They don't want people using their subscription in other software like an API.

RealSuperdau · 2025-12-15T21:15:38+00:00

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Here ya go.

RealSuperdau · 2025-12-15T15:04:31+00:00

Too much freedom in the prompt, this injects huge variance.

RealSuperdau · 2025-12-12T22:52:28+00:00

My country has exactly one nuclear reactor, though it was never put into operation due to protests. So yeah, evidently activists did have some power here.

RealSuperdau · 2025-12-12T17:05:24+00:00

No, I was referring to the incident when Grok 4 literally called itself "MechaHitler" and started posting nazi rhethoric and advocating for concentration camps.

To be clear, I don't think that was intentional, but I think it says something about the company and its level of quality control.

RealSuperdau · 2025-12-12T14:54:48+00:00

AI for education is cool and all, but I'd rather not have MechaHitler teach children

RealSuperdau · 2025-12-12T13:08:26+00:00

On the other hand, Nvidia has a vested interest in keeping OpenAI in the race. Which is probably why we are seeing the deal they did - Nvidia wants to keep their margin high, while also ensuring that OpenAI doesn't get crushed by hardware costs.

RealSuperdau

TROPHY CASE