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Nvidia won, we all lost

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Re: Nvidia won, we all lost

#211

Post by needcaffeine »

the__alchemist wrote: post #207
kbolino wrote: post #122

Earlier quoted context omitted.

The video game industry has been through cycles like this before. One of them (the 1983 crash) was so bad it killed most American companies and caused the momentum to shift to Japan for a generation. Another one I can recall is the "death" of the RTS (real-time strategy) genre around 2010. They have all followed a fairly similar pattern and in none of them that I know of have things played out as the companies involv…

Thankfully, RTS is healthy again! (To your point about cycles)

What RTS games are you playing now, please?

Re: Nvidia won, we all lost

#212

Post by benreesman »

glitchc wrote: post #187
benreesman wrote: post #66

The thing is, company culture is a real thing. And some cultures are invasive/contagious like kudzu both internally to the company and into adjacent companies that they get comped against. The people get to thinking a certain way, they move around between adjacent companies at far higher rates than to more distant parts of their field, the executives start sitting on one another's boards, before you know it a whole s…

Nice advertorial. I hope you got paid for all of those plugs.

I wish! People don't care what I think enough to monetize it.

But I do spend a lot of effort finding good deals on modern ass compute. This is the shit I use to get a lot of performance on a budget.

Will people pay you to post on HN? How do I sign up?

Re: Nvidia won, we all lost

#213

Post by wasabi991011 »

piperswe wrote: post #193
cherioo wrote: post #9

High end GPU has over the last 5 years slowly turning from an enthusiast product into a luxury product. 5 or maybe 10 years ago, high-end GPU are needed to run games at reasonably eye candy setting. In 2025, $500 mid-range GPUs are more than enough. Folks all over can barely tell between High and Ultra settings, DLSS vs FSR, or DLSS FG and Lossless Scaling. There's just no point to compete at $500 price point any mor…

10 years ago, $650 would buy you a top-of-the-line gaming GPU (GeForce GTX 980 Ti). Nowadays, $650 might get you a mid-range RX 9070 XT if you miraculously find one near MSRP.

$650 of 2015 USD is around $875 of 2025 USD fwiw

Re: Nvidia won, we all lost

#214

Post by ksec »

scrubs wrote: post #125

Another perspective: Nvidia customer support on their mellanox purchase ...is total crap. It's the worst of corporate America ... paper pushing beurceatric guys who slow roll stuff ... getting to a smart person behind the customer reps requires one to be an ape in a bad mood 5x ... I think they're so used to that now that unless you go crazy mode their take is ... well I guess he wasn't serious about his ask and he d…

I have guessing you have HP "mellanox"? Because Connect-X support are great.

Re: Nvidia won, we all lost

#215

Post by benreesman »

ksec wrote: post #204
benreesman wrote: post #167

Earlier quoted context omitted.

If they believed they were going to continue selling AI chips at those margins they would: - outbid Apple on new nodes - sign commitments with TSMC to get the capacity in the pipeline - absolutely own the process nodes they made cards on that are still selling way above retail NVIDIA has been posting net earnings in the 60-90 range over the last few years. If you think that's going to continue? You book the fab capac…

And what if Nvidia booked but the order didn't come. What if Nvidia's customer isn't going to commit? How expensive and how much prepayment is needed for TSMC to break a new Fab? These are the same question Apple Fans asking Apple to buy TSMC. The fact is isn't so simple. And even if Nvidia were willing to pay for it TSMC wouldn't do it just for Nvidia alone.

Yeah, I agree my "if" is doing a lot of lifting there. As in, "if Jensen were being candid and honest when he goes on stage and said things".

Big if, I I get that.

Re: Nvidia won, we all lost

#216

Post by thaumasiotes »

strictnein wrote: post #105

This really makes no sense: > This in turn sparked rumors about NVIDIA purposefully keeping stock low to make it look like the cards are in high demand to drive prices. And sure enough, on secondary markets, the cards go way above MSRP Nvidia doesn't earn more money when cards are sold above MSRP, but they get almost all the hate for it. Why would they set themselves up for that? Scalpers are a retail wide problem. A…

> Nvidia doesn't earn more money when cards are sold above MSRP, but they get almost all the hate for it. Why would they set themselves up for that?

If you believe their public statements, because they didn't want to build out additional capacity and then have a huge excess supply of cards when demand suddenly dried up.

In other words, the charge of "purposefully keeping stock low" is something NVidia admitted to; there was just no theory of how they'd benefit from it in the present.

Re: Nvidia won, we all lost

#217

Post by selfhoster11 »

alganet wrote: post #201
selfhoster11 wrote: post #190

Earlier quoted context omitted.

Local LLMs are becoming more popular and easier to run, and Chinese corporations are releasing extremely good models of all sizes under MIT or similar terms in many cases. There amount of VRAM is the main limiter, and it would help with gaming too.

Gaming needs no additional VRAM. From a market perspective, LLMs sell GPUs. Doesn't even matter if they work or not. From the geopolitical tensions perspective, they're the perfect excuse to create infrastructure for a global analogue of the Great Firewall (something that the Chinese are pioneers of, and catching up to the plan). From the software engineering perspective, LLMs are a nuissance, a distraction. They har…

> Gaming needs no additional VRAM.

Really? What about textures? Any ML that the new wave of games might use? For instance, while current LLMs powering NPC interactions would be pretty horrible, what about in 2 years time? You could have arbitrary dialogue trees AND dynamically voiced NPCs or PCs. This is categorically impossible without more VRAM.

> the perfect excuse to create infrastructure for a global analogue of the Great Firewall

Yes, let's have more censorship and kill the dream of the Internet even deader than it already is.

> From the software engineering perspective, LLMs are a nuissance, a distraction. They harm everyone.

You should be aware that reasonable minds can differ in this issue. I won't defend companies forcing the use of LLMs (it would be like forcing use of vim or any other tech you dislike), but I disagree about being a nuisance, distraction, or a universal harm. It's all down to choices and fit for use case.

Re: Nvidia won, we all lost

#218

Post by numpad0 »

ionwake wrote: post #25
elil17 wrote: post #16

Earlier quoted context omitted.

As I understand it the Disney bots do actually use AI in a novel way: https://la.disneyresearch.com/publication/design-and-control... So there’s at least a bit more “there” there than the Tesla bots.

I believe its RL trained only. See this snipet : "Operator Commands Are Merged: The control system blends expressive animation commands (e.g., wave, look left) with balance-maintaining RL motions" I will print a full retraction if someone can confirm my gut feeling is correct

"RL is not AI" "Disney bots were remote controlled" are major AI hypebro delulu moment lol

Your understanding of AI and robotics are more cucumber than pear shaped. You're making very little technical sense here. Challenges and progress in robotics aren't where you think they are. It's all propagandish contents you're basing your understandings on.

If you're getting information from TikTok or YouTube Shorts style content, especially around Tesla bros - get the hell out of it at Ludicrous Speed. Or consume way more of it so thoroughly that you cannot be deceived anymore despite blatant lies everywhere. Then come back. They're all plain wrong and it's not good for you.

Re: Nvidia won, we all lost

#219

Post by middle-aged-man »

rkagerer wrote: post #181
rkagerer wrote: post #163

I am a volunteer firefighter and hold a degree in electrical engineering. The shenanigans with their shunt resistors, and ensuing melting cables, is in my view criminal. Any engineer worth their salt would recognize pushing 600W through a bunch of small cables with no contingency if some of them have failed is just asking for trouble. These assholes are going to set someone's house on fire. I hope they get hit with a…

Apparently somebody did sue a couple years back. Anyone know what happened with the [plaintiff] vs. nVidia lawsuit? EDIT: Plantiff dismissed it. Guessing they settled. Here are the court documents (alternately, shakna's links below include unredacted copies): https://www.classaction.org/media/plaintiff-v-nvidia-corpora... https://www.classaction.org/media/plaintiff-v-nvidia-corpora... A GamersNexus article investigat…

Do those mention failing to follow Underwriters Laboratory requirements?

I’m curious whether the 5090 package was not following UL requirements.

Would that make them even more liable?

Part of me believes that the blame here is probably on the manufacturers and that this isn’t a problem with Nvidia corporate.

Re: Nvidia won, we all lost

#220

Post by ryao »

rkagerer wrote: post #163

I am a volunteer firefighter and hold a degree in electrical engineering. The shenanigans with their shunt resistors, and ensuing melting cables, is in my view criminal. Any engineer worth their salt would recognize pushing 600W through a bunch of small cables with no contingency if some of them have failed is just asking for trouble. These assholes are going to set someone's house on fire. I hope they get hit with a…

Has anyone made 12VHPWR cables that replace the 12 little wires with 2 large gauge wires yet? That would prevent the wires from becoming unbalanced, which should preempt the melting connector problem.

As a bonus, if the gauge is large enough, the cable would actually cool the connectors, although that should not be necessary since the failure appears to be caused by overloaded wires dumping heat into the connector as they overheat.

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