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Sam Altman’s DRAM Deal

mooreslawisdead.com

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Re: Sam Altman’s DRAM Deal

#251

Post by tremon »

motbus3 wrote: post #215
swatcoder wrote: post #43

Earlier quoted context omitted.

> This was not the "free and global market" I thought we were supposed to have at this point. Perhaps you haven't noticed but the pendulum has been swinging the other way for a while already and has a lot of momentum behind it. It's mentioned off-hand because the ongoing return to a multi-polar global order is covered elsewhere already, across dozens of articles every day.

Although it is unknown what will happen with current generation of AI system, data is power. We have been slowly moving towards centralized computing again since 2010s With governments backing this trend of AI with military funds it is only natural for the others to follow and making computing even more centralized. By 2020s, Nvidia announce the plan to become more b2b only and then at some point a cloud only company…

data is power

Far from it. Knowledge is power, but too much data can easily obfuscate whatever small signals of knowledge have been captured. Right now, data mostly requires power.

Re: Sam Altman’s DRAM Deal

#252

Post by motbus3 »

tremon wrote: post #251
motbus3 wrote: post #215

Earlier quoted context omitted.

Although it is unknown what will happen with current generation of AI system, data is power. We have been slowly moving towards centralized computing again since 2010s With governments backing this trend of AI with military funds it is only natural for the others to follow and making computing even more centralized. By 2020s, Nvidia announce the plan to become more b2b only and then at some point a cloud only company…

data is power Far from it. Knowledge is power, but too much data can easily obfuscate whatever small signals of knowledge have been captured. Right now, data mostly requires power.

You are correct. But what I mean is that having the capacity for storing unlimited amounts of data allows you to go back in time to reveal something you didn't know that you didn't know or at help you creating complex models able to deal with the noise problem.

When that happens, it becomes knowledge.

An example of that, is that many car insurance companies are known to buy driving data from car dealers and mechanic shops to reveal driving habits of previous drivers.

Re: Sam Altman’s DRAM Deal

#253

Post by hearsathought »

derektank wrote: post #210
hearsathought wrote: post #154

Earlier quoted context omitted.

> The US industrialized without much in the way of large scale state industrial policy. What? From funding the Lewis&Clark missions, to forcing japan open, to clearing out the natives for railroad companies, to helping found colleges ( check out many engineering/tech focused colleges like MIT was founded in the 1800s ). You can even argue that american independence and the civil wars were about expanding state indust…

Having access to large tracts of land is not a necessary precondition to industrialization (see South Korea). Did the capital accumulation from the exploitation of resources in the American West make it easier to industrialize? Probably. But America would have industrialized if it never expanded beyond the Ohio River valley (access to coal probably was necessary). Also, as an aside, yes, most of the American West was…

> Having access to large tracts of land is not a necessary precondition to industrialization

But having access to large tracts of land with resources ( like oil ) is. I guess you missed the "chock full of oil" part.

> (see South Korea).

Perfect example. How did Korea industrialize? By being annexed by the japanese ( who went about acquiring tons of land with resources ) and then being annexed by the US with our global network of resource links.

> Also, as an aside, yes, most of the American West was largely lucked into.

It wasn't "lucked into". We won wars against the british and spanish and mexico. And we intimidated the french. And we fought wars against the natives.

> but it was a weak power.

Yes. Because major world powers cede a continent sized piece of territory with an infinite amount of resources to a "weak power".

If the US was a "weak power", then the french, british and russian empires in the 1800s must have been a joke.

Re: Sam Altman’s DRAM Deal

#254

Post by [deleted] »

arjie wrote: post #90
JSR_FDED wrote: post #10

If OpenAI were actually using the RAM that’s one thing - but stockpiling raw wafers in warehouses is egregious.

Guys, these are silicon wafers not bars of steel. You can't just stockpile 40% of annual capacity in a warehouse long-term. I would be incredibly surprised to find that any such large scale storage facility exists. Any storage of undiced wafers is temporary while the manufacturing pipeline proceeds. You've seen the pictures of clean rooms and stuff. There's no way you spend all that effort to make the wafer and then…

[deleted]

Re: Sam Altman’s DRAM Deal

#255

Post by SunlitCat »

riskable wrote: post #88
ares623 wrote: post #32

Earlier quoted context omitted.

Maybe they’ll build nice little forts with the wafers

If they do, it'll be a house made of glass.

It would be fitting for a company, or rather, a former nonprofit organization, that builds on empty promises.
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