251–260 of 379 posts
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> Azure, Oracle, Meta, Tesla, Hot Aisle... all buying up MI300x. You really should disclose that you’re a founder when you mention your company like that
It is in my profile. Pretty well disclosed imho.
Don't die on this hill, just do the decent thing and add a disclosure. This doesn't show you in a good light.
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Then why wouldn't they just make more of them? The excuse is supposed to be fab capacity, but the 3070 has better performance than the 4060 etc. and is built on the older process which should no longer be in short supply.
>and is built on the older process which should no longer be in short supply. I am not sure where that idea came from. It is from Samsung 8nm Fab. It never had the capacity to play with in the first place. Especially when Samsung Foundry is upgrading to chase with leading node.
There are still plenty of things being produced in fabs with older technology than that. Global Foundaries is the third largest in the world and they're offering 12nm or worse. People buy it because not everything needs a node which less than six months old and the price is right.
Somehow I wish it weren't true because I hate monopolies in any markets. Nvidia has been enjoying their absurd premium on consumer and production GPUs and intentionally removed the NVLink capability in the GeForce 4090 series (3090 had them) to avoid cannibalizing their A100 and H100 business. With NVLink, people could chain multiple GPUs and increase the overall VRAM without much reduction in bandwidth. But without…
I understand the sentiment. But the only reason you're mad at Nvidia is because they made something desirable (a GPU that does NN training) but didn't do it in the way you prefer (NVLink, Linux compatibility etc). It's not their fault AMD and others have been asleep at the wheel and handed them the whole market for free. Any company with a monopoly on the hot new thing would try to capitalize on it. When the other GP…
Without going practically all-in on Zen, they'd be bankrupt.
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To be honest this just sounds like a bunch of talking points stuck together, can you write a credible argument based on known case-law/precedent/etc... if you have a legal angle to critique?
Society isn’t shaped just by current laws, but also by where we want things to go. If the current situations is undesirable, changing laws and regulations is the way to change it. (Of course actually enforcing current laws and regulations can also go a long way in many cases…)
They made a good product. The competition is responding too slowly. And they got lucky with this crazy (in a good way) AI boom. I don't see how this could possibly be outlawed or why you would even want to. It will resolve itself on its own given enough time.
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Customers who want midrange or low end GPUs are price sensitive. Therefore, midrange and low end GPUs are a low margin business. Hence, there's little to no reason to provide a very compelling product in those categories. While midrange GPUs are a cut from highend GPUs, they're still significantly more expensive to manufacture than say CPUs, at a transistor to transistor level. Look at an AMD 7950x transistor count,…
> Customers who want midrange or low end GPUs are price sensitive. Therefore, midrange and low end GPUs are a low margin business. Customers who want petroleum are price sensitive. Therefore, petroleum exporting is a low margin business. This is why the Saudis make the profit margins they do. Wait, something's not right here. > Look at an AMD 7950x transistor count, and then an RTX 4060 transistor count. The GPU has…
And anyway who is talking about the bottom end? The question is why they don't produce more of e.g. the RTX 3070, which is on the old Samsung 8LPP process, has fewer transistors than the RTX 4060, is faster, and is still selling for a higher price.
Customers who want petroleum are price sensitive. Therefore, petroleum exporting is a low margin business. This is why the Saudis make the profit margins they do. Wait, something's not right here.
You're comparing the high end CPU to the mid-range GPU. The AMD 8500G has more transistors than the RTX 4060 and costs less. The 8500G comes with a heatsink and fan. The 8GB of GDDR6 on the 4060 costs $27 but the 4060 it costs $120 more. A printed circuit board doesn't cost $93.
That's not because people stopped buying them, it's because they shifted production capacity to servers.
But they do though. You can find lower end AMD GPUs from the last two years for $125 (e.g. RX 6400) whereas the cheapest RTX 3000 or 4000 series is around twice that.
The bottom line is, you keep wondering why no one is offering compelling value in the midrange area but there's a very obvious reason why: profit is not there.
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"You're only upset because they "
They gained market advantage by creating something that delights consumers. I'd call that a net win.
The bait and switch.
It seems deeply overvalued to me, as it's pretty likely that NVIDIA's competitors will have parallel computation hardware that competes well enough. I'm personally not a fan of NVIDIA's drivers or the reliability of their hardware.
A bit funny thing is that they are essentially software company which focuses on software quality, if you look at the stats how many people are working with software over there. And still it is not good enough?
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And he is saying AMD focusing on non-GPU markets and going from being a laughable underdog to a powerhouse hardly qualifies as "being asleep at the wheel".
Alright, fair point, but that is also why they missed out on the AI boom.
Somehow I wish it weren't true because I hate monopolies in any markets. Nvidia has been enjoying their absurd premium on consumer and production GPUs and intentionally removed the NVLink capability in the GeForce 4090 series (3090 had them) to avoid cannibalizing their A100 and H100 business. With NVLink, people could chain multiple GPUs and increase the overall VRAM without much reduction in bandwidth. But without…