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Joined 2 months ago
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Cake day: January 26th, 2025

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  • But why use money to innovate when there is profit to be made and laws are just made up?

    AI is the new kid on the block, trying to make a dent in our society. So far, we don’t really have that many useful or productive deployments. It’s on AI to prove it’s worth, and it’s kinda worthless until proven otherwise. (Name one interaction with a commercially deployed AI model you didn’t hate?)

    So far, Apple is failing with consumer products, Microsoft is backing off on GPU-orders, research showing commercial GenAI isn’t increasing productivity, NVDA seems to cool off and you expect the benevolent commercial health care industry to come to the rescue?

    Yeah, I’ll keep my knee jerk reaction and keep living with my current socialised health care.






  • I’ll extend your RHEL corpo parents with the other children in the family. The majority of their revenue comes from completely legal oxycodone sales, any (alleged) trafficking is just a side hustle.

    Rocky: The rich corpo parent’s least favorite child. Chill dude. Gives hugs to his parents victims. Still intends to take over the family business and run an oxycodone-empire - but ethically.

    Alma: The other reasonable estranged child. Wants to take over the family business, but considers high quality ”herbal remedies” the only pain medication anyone would ever need.

    Oracle: Wants to pivot the family business into more potent opioids and possibly world domination. While it’s obvious he has access to ”stuff”, you suspect he has ties to multiple cartels and possibly the yakuza. For some reason has direct numbers to several heads-of-state in his phone.





  • I agree with you, mostly. Margins in the datacenter are thin for some players. Not Nvidia, they are at like 60% pure profit per chip, including software and RnD. That will have an effect on how we design stuff in the next few years.

    I think we’ll need both ”GPU” and traditional CPUs for the foreseeable future. GPU-style for bandwidth or compute constrained workloads and CPU-style for latency sensitive workloads or pointer chasing. Now, I do think we’ll slap them both on top of the same memory, APU-style á la MI300A.

    That is, as long as x86 has the single-threaded advantage, RISC-V won’t take over that marked, and as long as GPUs have higher bandwidth, RISC-V won’t take over that market.

    Finally, I doubt we’ll see a performant RISC-V chip from China the next decade - they simply lack the EUV fabs. From outside of China, maybe, but the demand isn’t nearly as large.



  • Not economical. Storage is already done on far larger fab nodes than CPUs and other components. This is a case where higher density actually can be cheaper. ”Mature” nodes are most likely cheaper than the ”ancient” process nodes simply due to age and efficiency. (See also the disaster in the auto industry during covid. Car makers stopped ordering parts made on ancient process nodes, so the nodes were shut down permanently due to cost. After covid, fun times for automakers that had to modernise.)

    Go compare prices, new NVMe M.2 will most likely be cheaper than SATA 2.5” per TB. The extra plastic shell, extra shipping volume and SATA-controller is that difference. 3.5” would make it even worse. In the datacenter, we are moving towards ”rulers” with 61TB available now, probably 120TB soon. Now, these are expensive, but the cost per TB is actually not that horrible when compared to consumer drives.