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Cake day: March 22nd, 2024

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  • I’m just saying, from a practical standpoint, it would be like replacing modern commercial planes with the Wright brothers plane.

    A modern GPU isn’t something “skills” can make, it’s a collaboration between thousands of highly specialized people and gigantic hyper specialized factories.

    Having such a thing isn’t anyone’s right. It has nothing to do with rights.


    Don’t get me wrong, I’m pro open hardware. I think a great way forward would be RISC-V processors with integrated accelerators targeting Vulkan, and much of this can be communally developed. But the actual fabrication part is extremely difficult, especially if you want it done economically and with some device that isn’t a toy.




  • +1

    Another thing I’d like to highlight is the data hoarder/old internet style “you can take my local games from my cold, dead hands” talk.

    …Well. If 90% of the market ends up game streaming, that’s what the vast majority of game devs will target, even indies. There will be no more local games for you to buy. There will be no desktop gaming GPUs to replace the one that dies. Heck, I bet the internet itself gets locked down in the future.

    I see this attitude e on Lemmy and some other corners of the internet, along the lines of “who cares what the masses do? We never needed them.” Like we can go back to the usenet days when the internet was a niche.

    That’s a nice thought.

    But they’re taking what critical mass holds up for granted.


    I don’t have a solution, either.

    People, in aggregate, seem to always pick convenience over principle/long term health, when it comes to tech stuff.









  • Well, the current trajectory points to:

    • LLM capabilities topping out.

    • All the tooling around them not keeping up anyway.

    • Actual “AGI” being distant and completely unrelated to contemporary models.

    • Inference costs plummeting.

    The last one is critical.

    Right this second, you can run Minimax H3 on a desktop for the tiny fraction of the compute/RAM OpenAI Sora took. And it’s better.

    In a month, it will be ~8X faster.

    You can run DeepseekV4 flash, dirt cheap, and get what Claude was less than a year ago. And it’s gonna spread to every host out there, to systems like Cerebas ASICs that don’t even need HBM.


    So… Even if you’re an AI acolyte. And we go with that for the sake of argument…

    We don’t actually need all that RAM for hosting generative models?


    I’m very interested to see what happens to all these datacenters over the next two-three years.

    They spent all this money on something that’s gonna be cheap as dirt to run, largely run locally, and that won’t need GPUs once bitnet takes off, sooo… they can’t make money off that.

    What happens then?

    What happens to all those Stargate RAM wafers, and excess datacenters?



  • I’m not sure I worded this right before, but it takes ~half a decade to plan and produce a GPU.

    They can’t just switch out the bus or memory on an existing design.

    So they could make a HBM gaming GPU. But they would have had to have started ~2 years ago.


    …That’s extremely unlikely.

    It’s unlikely they’ll even plan one now.

    AMD did indeed try making HBM gaming GPUs, and it turns out it’s supremely uneconomical; they immediately pivoted to the opposite extreme (narrow bus + larger cache).


    However, LPDDR GPUs appear to already be in the pipe, so that will provide some GPU market relief.