201–210 of 416 posts
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They're not. They are buying wafers / production capacity to make HBM so there is less DDR5 supply.
OK, fair enough, but what are OpenAI doing buying production capacity rather than, say, paying NVIDIA to do it? OpenAI aren’t the ones making the hardware?
how surprised would you be if they announced that they are?
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My napkin math: According to my research, these machines can etch around 150 wafers per hour and each wafer can fit around 50 top-of-the-line GPUs. This means we can produce around 7500 AI chips per hour. Sell them for $1k a piece. That's $7.5 million per hour in revenue. Run the thing for 3 days and we recover costs. I'm sure there's more involved but that sounds like a pretty good ROI to me.
that's 100% yield which ain't happening
Earlier quoted context omitted.
My napkin math: According to my research, these machines can etch around 150 wafers per hour and each wafer can fit around 50 top-of-the-line GPUs. This means we can produce around 7500 AI chips per hour. Sell them for $1k a piece. That's $7.5 million per hour in revenue. Run the thing for 3 days and we recover costs. I'm sure there's more involved but that sounds like a pretty good ROI to me.
that's 100% yield which ain't happening
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China cannot buy ASML machines. All advanced semiconductor manufacturing in China is done with stockpiled ASML machines from before the ban.
Would you really need ASML machines to do DDR5 RAM? Honest question, but I figured there was competition for the non-bleeding edge - perhaps naively so.
Anyone want to start a fab with me? We can buy an ASML machine and figure out the rest as we go. Toronto area btw
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Sure, but if the price is being inflated by inflated demand, then the suppliers will just build more factories until they hit a new, higher optimal production level, and prices will come back down, and eventually process improvements will lead to price-per-GB resuming its overall downtrend.
Micron has said they're not scaling up production. Presumably they're afraid of being left holding the bag when the bubble does pop
Ha! Maybe Javascript developers will finally drop memory usage! You need to display the multiplication table? Please allocate 1GB of RAM. Oh, you want alternate row coloring? Here is another 100MB of CSS to do that. edit: this is a joke
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So, playing the Mega Powerball are you?
I made a website: https://ontario-chips.vercel.app/
Note that fixing the site won't increase my chances of donating, I'm from the ASML country ;)
Perhaps we'll have to start optimizing software for performance and RAM usage again. I look at MS Teams currently using 1.5GB of RAM doing nothing.
I truly hate how bloated and inefficient MS/Windows is. My hope is that with the growing adoption of Linux that MS takes note...