141–150 of 274 posts
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It's amazing what can be achieved when you can plan 5 years in advance, instead of just making the line go up for the next quarter.
History is littered with the corpses of those slaughtered by the millions in the name of great leader’s 5 year plans. https://en.wikipedia.org/wiki/Great_Leap_Forward
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Is it not the case that they're raising price in response to demand? Ie. if they kept the price low, they'd be perpetually out of supply?
Can chose to increase production or embrace the scarcity. The later might look delicious on paper. More profit, less effort, less short term risk. All you have to do is ignore the whale in the room.
As a outside observer, NAND and DRAM prices have skyrocket ed with the AI infrastructure boom just as the China-based fabs are coming online. It is wise for these Chinese fabs to eventually use a very aggressive dumping strategy to price well below cost push out other players forever, especially in DRAM. But right now it seems they can max out their supply capacity without selling below cost. Appears to me like China…
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Because only western companies are allowed to make massive profits at the expense of entire nations, it's not greed when they do it apparently.
Is it not the case that they're raising price in response to demand? Ie. if they kept the price low, they'd be perpetually out of supply?
If they didn’t have a documented history of running cartel price fixing schemes for LCD/OLED display tech, NAND, and DRAM, I’d maybe agree with you but we have the history. They cry every time about China ‘dumping’ for not going along with the racket.
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Brent crude is $71 a barrel, but you can't buy gas for $1.69. Why's that?
Are you able to buy crude by the gallon and refine it yourself? That would bring the cost down a bit.
Commodities markets aren’t like eBay, nobody is just going to FedEx you a barrel of oil.
As a outside observer, NAND and DRAM prices have skyrocket ed with the AI infrastructure boom just as the China-based fabs are coming online. It is wise for these Chinese fabs to eventually use a very aggressive dumping strategy to price well below cost push out other players forever, especially in DRAM. But right now it seems they can max out their supply capacity without selling below cost. Appears to me like China…
> It is wise for these Chinese fabs to eventually use a very aggressive dumping strategy to price well below cost push out other players forever, especially in DRAM. It's not dumping, it's the opposite. Sam Altman's stunt has created massive amounts of fictitious demand (OpenAI isn't using those wafers it's ordering) and triggered massive panic-buying from everyone else. Prices are arteficially high, this has turboch…
I realize Intel has done some serious ball dropping over the past two decades but you do realize the US has on shore cutting edge fabs, right? It's only luxury consumer electronics and the highest end corporate gear that use cutting edge nodes to begin with.
Disruption of the cutting edge would certainly wreak havoc on the pricing and specs of high end luxury electronics but that would hardly be the end of the world. I still use a desktop with DDR3 on a daily basis (granted the GPU is much newer with GDDR6) and my laptop is from the early era of DDR4 ...
Is there a reason GPU's don't use insane "blocks" of sdcard slots (for massively parallel io) so the model weights don't need to pass through a limited PCI bus?
Yes. Let's do the math. The fastest sd cards can read at around 300 MB/s ( https://havecamerawilltravel.com/fastest-sd-cards/ ). Modern GPUs use 16 lanes of PCIe gen 5, which is 16x32Gb/s = 512Gb/s = 64 GB/s. Meaning you'd need over 200 of the fastest SD cards. So what you're asking is: is there a reason GPUs don't use 200 SD cards? And I can't think of any way that would work
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Are you able to buy crude by the gallon and refine it yourself? That would bring the cost down a bit.
You can buy oil on the market and take delivery, yes. Figuring out the logistics (tanker trucks, rail cars, storage tanks etc) will also be your problem though. Commodities markets aren’t like eBay, nobody is just going to FedEx you a barrel of oil.
I'm sure someone will if you pay enough. But you certainly won't be getting the market standard bulk price.
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It's amazing what can be achieved when you can plan 5 years in advance, instead of just making the line go up for the next quarter.
History is littered with the corpses of those slaughtered by the millions in the name of great leader’s 5 year plans. https://en.wikipedia.org/wiki/Great_Leap_Forward
Look at the 12/13/14th 5 year plan (the most recently passed). Do you think they achieved their goals?
If your headcanon is that the CCP is inept because they caused crop failures 60 years ago... you could stand to take a look at what they're doing today.
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The pertinent question, then, is who's gonna eat China's lunch? My guess would be south/southeast Asia (India and Vietnam seem especially promising), but if the US was smart it'd put its efforts fully toward as many infrastructure investments and trade agreements and immigration agreements as possible to create a pan-American economic union. We have the resources and technology to turn every country in North and Sout…
China's big. It has a long way to go before all of it becomes developed enough that they have to worry about someone else eating their lunch. And Latin American nations can't get started on economic development because their governance sucks. It's actually a decades-old problem, and not one that the U.S. can do much about. The one country that probably has the best shot right now is Argentina, let's see how they do.
Are you forgetting all those times the US sabotaged various south american governments?