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245TB Micron 6600 ION Data Center SSD Now Shipping

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Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#111
post #86

We bought a 2TB Sandisk SSD back in 2024 for around $95 from best buy. Today 1TB ssd by sandisk is $166(the cheapest that i found, and it goes for $199 in walmart). Market is forcing people to become renters than buyers and there is no force countering that idea. Its a market failure that people will study 10-15 years from now. EDIT- The same 2TB ssd is now $329.99 at bestbuy.

When I was 18 I was hoping we'd have 500TB hard drives by now.

And you are now how old? 19? 79?

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#113
post #101

Meanwhile I'm still dreaming about any consumer and affordable 32TB or even 16TB portable SSD. Innovation and market for consumers are going backwards. Funny thing is that one of the best you can get is the Crucial (Micron) 8TB one but even that one gets more expensive. I have the feeling it will be gone completely soon.

Nobody is stopping anyone from buying a USB-C powered and connected very portable 2 or 4 slot external NVMe enclosures. The old SATA SSD form factor is dead and wont come back. OWC ThunderBlades exist, but 32TB will set you back 9 grand. You should be able to assemble something with USB-C for under 5k. That's not a mass consumer market thing, but perfectly doable, if your use case warrants it. We are stuck with 2021…

>Nobody is stopping anyone from buying a USB-C powered and connected very portable 2 or 4 slot external NVMe enclosures.

That's more expensive than buying a single large capacity drive. It's also a terrible idea. I would never trust a low cost chinese controller with terabytes of my data.

>The old SATA SSD form factor is dead and wont come back.

That's true and very unfortunate.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#114
post #86

We bought a 2TB Sandisk SSD back in 2024 for around $95 from best buy. Today 1TB ssd by sandisk is $166(the cheapest that i found, and it goes for $199 in walmart). Market is forcing people to become renters than buyers and there is no force countering that idea. Its a market failure that people will study 10-15 years from now. EDIT- The same 2TB ssd is now $329.99 at bestbuy.

Are things too expensive now, or was that miraculously cheap because of a glut of supply relative to demand at the time? I think my first SSD was something like $600 for 160 gigs, one of those intel drives that came with a speed demon sticker, so let's appreciate what we have for a sec. Or we could go back to 5 megs of spinning rust for $thousands.

Things will normalize, semis are a boom and bust industry, and it takes a massive amount of capital investment to increase supply. Because of that boom and bust, the producers are wary of growing their supply to keep up in lockstep with demand, because they might end up with a glut that they have a hard time selling, and a large pile of debt from building out that glut. Semiconductors at the leading edge take very large, very expensive, very rube goldbergian machines to make them, and a very skilled workforce to make those work.

If this stuff stays this expensive/profitable, industry will grow capacity to boost earnings until they overshoot, there's not some grand conspiracy to make you rent everything. We're just in a massive dislocation right now because we've discovered this awesome new tool that's boosting demand by a ridiculous degree. Last year we were at ~$300B of capital investment in DCs in the US, this year it's looking like ~$750B.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#115
post #77
post #65

Earlier quoted context omitted.

What kind of usage do you envision for 245TB drive with read speed of 3GB/sec?

I believe it has read speeds of 13GB/s, not 3 (unless you are referring to an equivalent array of 10 HDD). It will almost certainly be used to store training datasets and model weights. Which I assume are good use cases for fast sequential reads.

Right, I misread the spec.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#116
post #86

We bought a 2TB Sandisk SSD back in 2024 for around $95 from best buy. Today 1TB ssd by sandisk is $166(the cheapest that i found, and it goes for $199 in walmart). Market is forcing people to become renters than buyers and there is no force countering that idea. Its a market failure that people will study 10-15 years from now. EDIT- The same 2TB ssd is now $329.99 at bestbuy.

When I was 18 I was hoping we'd have 500TB hard drives by now.

the interesting thing is that scaling laws (at least Moore's and the like) are complete lies. (Moore is fine if you treat it as a weak observation that shrinking features to half gives you 4x as many devices in the same area.)

what happens is that the industry goes through certain discrete technical upgrades. for instance, EUV in fabs, or GMR disk heads. none of these are really planned, none of them are exponential. and they usually interact with other phenomena (such as Dennard scaling).

in a sense, the phenomenon is more like "expectations are exponential, and this motivates manufacturers to schedule updates".

hard disks are still improving, arguably similar to how they have in the past, but there are limits to demand. the consumer market has mostly dropped out, for instance due to flash.

even in flash, there is no exponential scaling in devices. people got excited in the initial startup, when for instance, mature TLC is so much better than early SLC. but all that's over: it's both mature and we'll probably never see PLC. even QLC is interesting in that it illustrates that most of our storage is very cold.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#117
post #86

We bought a 2TB Sandisk SSD back in 2024 for around $95 from best buy. Today 1TB ssd by sandisk is $166(the cheapest that i found, and it goes for $199 in walmart). Market is forcing people to become renters than buyers and there is no force countering that idea. Its a market failure that people will study 10-15 years from now. EDIT- The same 2TB ssd is now $329.99 at bestbuy.

When people talk about AI investments of trillions of dollars, its never mentioned how high a price we are paying at a planetary scale in externalities. Billions of people are now paying a lot more for these components, memory, ssd, cpu; all these costs must be factored into the total cost of AI. AI companies are being subsidized at the expense of consumers. The current supply chains were built for consumer demand, which is hijacked by the AI grifters.

Same a consumers (car drivers) subsidizing businesses (trucks). Road damage is almost entirely caused by trucks, 4th power of weight, but the cost is borne by us.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#118
post #86

We bought a 2TB Sandisk SSD back in 2024 for around $95 from best buy. Today 1TB ssd by sandisk is $166(the cheapest that i found, and it goes for $199 in walmart). Market is forcing people to become renters than buyers and there is no force countering that idea. Its a market failure that people will study 10-15 years from now. EDIT- The same 2TB ssd is now $329.99 at bestbuy.

It's not a market failure, it's just supply and demand. There are many computer components competing for the same resources (fabs, wafers). Demand for GPUs, RAM etc. has increased a lot due to AI, but supply is still the same due to new fabs being huge investments that take years to build. Of course the price goes up.

An industry doesn't need to increase supply when demand increases, they can absorb the demand as profits. More so in an industry that is hard to enter into. Consumers hate this and call it all sorts of things like market failure, gouging, etc... In this case, the suppliers are slow walking increases in production and enjoying a run up in profits. They raise concerns about oversupply, as if this deep learning thing were some passing fad and the market will have no use for the new supply if it passes. It's a dubious notion though, the demand is here to stay and new supply needs to come online to meet demand. We simply need more silicon in the market. High prices should eventually bring new supply online, but I'm a little disappointed by the rate of the ramp up.

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#119

Meanwhile I'm still dreaming about any consumer and affordable 32TB or even 16TB portable SSD. Innovation and market for consumers are going backwards. Funny thing is that one of the best you can get is the Crucial (Micron) 8TB one but even that one gets more expensive. I have the feeling it will be gone completely soon.

I find it very odd that there is so much faith in "innovation" (and probably "economies of scale").

there is no sign of any impending breakthroughs that would change flash economics much.

slc-mlc-tlc-qlc was very nice but plc will not happen. layer-based flash was also nice but it is ultimately linear (more layers, more cost, lower yield). dimensional shrinks are already stalled because of a tragic electron shortage (per cell).

I guess there's no harm in pining for some other NVRAM technology (spins, etc).

Re: 245TB Micron 6600 ION Data Center SSD Now Shipping

#120

Earlier quoted context omitted.

It's not a market failure, it's just supply and demand. There are many computer components competing for the same resources (fabs, wafers). Demand for GPUs, RAM etc. has increased a lot due to AI, but supply is still the same due to new fabs being huge investments that take years to build. Of course the price goes up.

The demand side is the world's "investors" buying up a product without producing profit. This results in locking out companies operating without such "investors" from accessing the product and using it to produce profit. This is a failure.

And it's exacerbated by the companies that have to invest their own Real Money to produce factories to make the chips. Same goes with the power utilities. Everyone knows it's a bubble and they don't want to be the one left holding the hundred billion dollar bag like back when Enron went belly up.
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