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Competition is good for all of us, we will get better and faster chips.

Or at least Nvidia GPUs will become slightly cheaper for regular consumers again



That's if any datacenters are allowed to be built with them.

There is probably a ~50% chance that the next Dem candidate for presidency runs on a national datacenter moratorium or something equally as crippling.


If the populist campaign is to Make Affordable DRAM Again, then it's not a terrible solution.

The current datacenter owners love a compute-bound world anyhow. A moratorium on new datacenters would increase their valuation, encourage efficiency and make computers cheap again. If Chinese labs can ship frontier models under 1T parameters, why not American labs too?


If you think tanking Trillions in investments, warming the earth and increasion ocean water levels, creating water shortages and brown-outs is "good for all of us" - well, the rest of us beg to differ.


these GPUs make computation faster, I understand as of now maybe all the computation is used to generate yet another junk LinkedIn post or unnecessary RFC, but at some point this craze should settle and we will be left with powerful computation machines, which can be used for computing more useful things


The GPUs being paid for w/ billions in investment will be obsolete and e-waste in a few short years same as a Cray-2 was just a decade after its release.

It's fine if you're one of the people selling shovels to gold miners for a while, but sucks to be building houses in the boom town?


I am not selling shovels, I just like to see when there is real competition on the market and I hate regulatory capture what Anthropic is trying to do for models, because they are scared of Chinese open weight models.

In terms of GPUs whole world with 8B people have only couple of viable options: Nvidia, AMD, Intel - and largest part of their inventory is going to enterprises to run those LLMs, and its impacting every consumer / hobby projects, like cheap phones, DIY electronics projects and so on.

I want to have more alternatives on the market


These are not replacing GPUs, they are entirely complementary. It's the same with cerebras, groq etc, they are all complementary to the GPU.


No way to avoid the memory cartel, even if CXMT catches up.


The pricing of GPUs themselves aren't really the problem: it's the VRAM that comes with them.




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