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Memory has grown to nearly two-thirds of AI chip component costs

epoch.ai

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Re: Memory has grown to nearly two-thirds of AI chip component costs

#5

The algorithm advances are going to crash this so hard.

I mean, god willing, but it'll be just as likely that we'll blissfully consume 100 million token contexts in that case.

isn't there a law for that? as things become cheaper you consume more?

Re: Memory has grown to nearly two-thirds of AI chip component costs

#7
Here’s the thing, what if memory manufacturers take this opportunity to collude and basically never reduce the price of memory below the current levels since it’s too hard for a new competitor to just rise up and undercut them? Everything I hear about is how hard and risky it is to spin up a new fab.

And by doing this, they ensure local LLMs never become feasible for the vast majority of people and AI companies solidify subscriptions forever.

Re: Memory has grown to nearly two-thirds of AI chip component costs

#8
Bought a second hand Dell server a week ago. The entire rig with a 12-core CPU and 32GB DDR4 ecc RAM cost as much as I'd pay to buy 64 GB of DDR RAM alone. I hope there's an end to this absurdity soon enough otherwise the pain will affect other markets too. I read the other day that PC case sales have collapsed by more than 40%.

Re: Memory has grown to nearly two-thirds of AI chip component costs

#9

Earlier quoted context omitted.

I mean, god willing, but it'll be just as likely that we'll blissfully consume 100 million token contexts in that case.

isn't there a law for that? as things become cheaper you consume more?

Jevons paradox.

https://en.wikipedia.org/wiki/Jevons_paradox

Re: Memory has grown to nearly two-thirds of AI chip component costs

#10

Earlier quoted context omitted.

I mean, god willing, but it'll be just as likely that we'll blissfully consume 100 million token contexts in that case.

isn't there a law for that? as things become cheaper you consume more?

jevons paradox
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