AI Inside Nvidia Powers OpenAI’s Future Now
4 snips
Sep 24, 2025 Nvidia's jaw-dropping $100 billion investment in OpenAI raises eyebrows about funding practices in AI. Concerns of circular financing come up while discussing infrastructure needs. The Bain report highlights an alarming $800 billion revenue shortfall looming over AI. Meanwhile, Google's Gemini makes waves with new integrations—expanding into Chrome and even TV. Plus, new apps like Huxe tap into audio for research, while Microsoft's plans for an AI marketplace could reshape content monetization. Dive into the complexities and innovations driving this AI revolution!
AI Snips
Chapters
Books
Transcript
Episode notes
Scale Is The Current Default Strategy
- OpenAI and NVIDIA are betting that raw scale — gigawatts and millions of GPUs — is the fastest path to better models.
- Jeff Jarvis warns this reflects ignorance of how to 'tune' models and risks overinvesting in brute force compute.
Compute Demand Outruns Moore's Law
- Bain estimates compute demand is outpacing chip efficiency, creating a large funding gap for AI monetization.
- The report warns of roughly an $800 billion revenue shortfall if efficiencies or business models don't improve.
Radio Spark Analogy For AI Scaling
- Jeff Jarvis compares early radio's 'bigger spark' approach to today's brute-force compute strategy for AI.
- He says tuning (analogous to radio frequency tuning) is the missing breakthrough that could make AI more efficient than just scaling.
