Fossifoo [comrade/them]

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Joined 3 years ago
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Cake day: November 25th, 2022

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  • It’s actually fairly hard because the infrastructure is quite different. These new buildings or repurposed ones from Bitcoin mining are more of a supercomputer than a data center. Usually facilities like this are for storage and connection, so they are built close together and have massive input output lines.

    In contrast, the new ones are put wherever there’s least resistance, in the middle of nowhere, ideally a place with cheap electricity or few neighbors to run generators 24/7.

    I think the only viable usage would be renting out the cards to users, replacing home usage of models. Then again, they won’t actually be able to put up very many of these regardless, so there isn’t too much loss as long as the bubble pops soonish like 2027.






  • Not quite though as the ram that goes into the AI cards (H200 etc) is actually different from consumer ram (HBE, not DDR5). But the RAM hasn’t actually been produced yet because they don’t necessarily have the capacity to produce that much of that kind of RAM. So the contracts that are currently held are for wafers and other “raw” ingredients that hopefully could still be redirected if the bubble bursts soon enough.

    Then again, it looks like Nvidia is hellbent on selling you neural networks as part of the graphics stack (i.e. DLSS5), so they can ret out the processing to you instead of you owning the hardware.