1y ago

Get rich quick

109 comments

Now where is the shovel head maker, TSMC?
- And then China popping their head out claiming Taiwan is part of China because they want to seize TSMC
  
  Buddy, that's literally what US state department claims on their official website:
  The United States approach to Taiwan has remained consistent across decades and administrations. The United States has a longstanding one China policy, which is guided by the Taiwan Relations Act, the three U.S.-China Joint Communiques, and the Six Assurances. We oppose any unilateral changes to the status quo from either side; we do not support Taiwan independence; and we expect cross-Strait differences to be resolved by peaceful means.
  
  has been part of china for 2000 years, anglo imperialism wont change that
- Eh, they'll have plenty of demand for their nodes regardless. Non-AI CPUs and GPUs are still going to want them.
Nvidias being pretty smart here ngl
This is the ai gold rush and they sell the tools.
- Yes that's the meme.
- You can buy them new for somewhat reasonable prices. What people should really look at is used 1080ti's on ebay. They're going for less than $150 and still play plenty of games perfectly fine. It's the budget PC gaming deal of the century.
  
  it probably the best performance per dollar u can get but a lot of modern games are unplayable on it.
- Meanwhile I dont think I have played more than 30minutes on my ps5 this year and its june, and I have definitely not played any minutes on the 1080 sitting in my PC...
  Oh fuck scratch that I may have played about 2 hours of Dune Spice Wars
  
  How are you finding dune? I watched a few let's plays of the demo and it looked interesting...
- How about GeForce NOW?
Edited the price to something more nvidiaish:
- Gotta add a few more 9s to that. This is enterprise cards we're talking about
- Literally about to do same.
  Jensen also is obsessed with how much stuff weighs. So maybe he'd sell shovels by the ton.
  
  Nobody expects the "4 elephants" GPU.
  https://www.youtube.com/watch?v=ugd61cUHbME
They will eat massive shit when that AI bubble bursts.
- I mean if LLM/Diffusion type AI is a dead-end and the extra investment happening now doesn't lead anywhere beyond that. Yes, likely the bubble will burst.
  But, this kind of investment could create something else. We'll see. I'm 50/50 on the potential of it myself. I think it's more likely a lot of loud talking con artists will soak up all the investment and deliver nothing.
  
  bubbles have nothing to do with technology, the tech is just a tool to build the hype. The bubble will burst regardless of the success of the tech at most success will slightly delay the burst, because what is bursting isnt the tech its the financial structures around it.
  
  It's looking like a dead end. The content that can be fed into the big LLMs has already been done. New stuff is a combination of actual humans and stuff generated by LLMs. It then runs into an ouroboros problem where it just eats its own input.
- I doubt it. Regardless of the current stage of machine learning, everyone is now tuned in and pushing the tech. Even if LLMs turn out to be mostly a dead end, everyone investing in ML means that the ability to do LOTS of floating point math very quickly without the heaviness of CPU operations isn’t going away any time soon. Which means nVidia is sitting pretty.
- See Sun Microsystems after the .com bubble burst. They produced a lot of the servers that .com companies were using at the time. Shriveled up after and were eventually absorbed by Oracle.
  Why did Oracle survive the same time? Because they latched onto a traditional Fortune 500 market and never let go down to this day.
- It means having a shot at getting a good gaming gpu for cheap
  
  As far as I understand the tech, those things aren't really interchangeable :(
- No they won't, this tech isn't going to go away Even if it plateaus. All the gpus they make will still get used.
  
  The internet didn't go away but there was still a .com bubble
  
  As far as I understand, the GPUs that LLMs use aren't exactly interchangeable with your regular GPU. Also, no one needs that many GPUs for any traditional use cases.
Don't forget AMD, good potential if they bring out similar technology to compete with NVIDIA. Less so Intel, but they're in the GPU market too.
- Does ARM do anything special with AI? Or is that just the actual chip manufacturers designing that themselves?
  
  As I understand it, ARM chips are much more efficient on the same tasks, so they're cheaper to run.
  
  I think its largely the chip manufacturers, but ARM is still making money on licensing fees for Nvidia's new ai chip (with an integrated 72 core arm cpu) for example
  ARM is in the perfect place where, if a company using their architecture succeeds, they get tons of money, and if the company fails, they lose nothing.
  
  NPUs
- Don't forget Qualcomm either.
Worst one is probably Apple. They just announced "Apple Intelligence" which is just ChatGTP whose largest shareholder is Microsoft. Figure that one out.
- Well, most of the requests are handled on device with their own models. If it’s going to ChatGPT for something it will ask for permission and then use ChatGPT.
  So the Apple Intelligence isn’t all ChatGPT. I think this deserves to be mentioned as a lot of the processing will be on device.
  Also, I believe part of the deal is ChatGPT can save nothing and Apple are anonymising the requests too.
  
  Well, most of the requests are handled on device
  Doubt.
  Voice recognition, image recognition, yes. But actual questions will go to Apple servers.
  
  chatgpt won't save anything? Doubtful.
- If you think that’s the WORST ONE, you have no idea about any of this
  
  Yeah, if anything, Apple is behind the curve. Nvidia/AMD/Intel have gone full cocaine nose dive into AI already.
- That's just not true. Most requests are handled on-device. If the system decides a request should go to ChatGPT, the user is promped to agree and no data is stored on OpenAI's servers. Plus, all of this is opt-in.
  
  Most requests are handled on-device.
  Literally impossible.
  "Hey Siri, what's the weather forecast for tomorrow."
  < The Farmer's Almanac that is in my local model says it will rain tomorrow. >
- Not true. Most if not all requests are handled by apples own models on device or on their own servers. When it does use OpenAI you need to give it permission each time it does.
Admittedly, I bought an Nvidia card for AI. I am part of the problem.
- I don't think it's a problem, more like a situation. You are not doing anything wrong or stupid, just interested in something new and promising and have the resources to pursue it. Good for you, may you find gold.

109 comments