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AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

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251–260 of 495 posts

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#251
post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

Don't forget the end of Home Onwership.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#252
post #188

Earlier quoted context omitted.

Subscriptions have a "boiling frog" phenomenon where a marginal price increase isn't noticable to most people. Our payment rails are so effective many people don't even read their credit card statements, they just have vampires draining their accounts monthly. Starting with a low subscription price also has the effect of atrophying people's ability to self-serve. The alternative to a subscription is usually capital-i…

My bank has an option to send me a notification every time I'm charged for something. I've noticed several bills that were higher than they should have been "due to a technical error". I'm certain some companies rely on people not checking and randomly add "errors". Notably there's no way (known to me) that you can have direct debits sent as requests that aren't automatically paid. I think that would put consumers on…

If it's random surely you'd get a discount sometimes!

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#253
Even the cloud won’t save you.

Maybe it might be a good idea to squash it with any legal avenue, especially antitrust and data privacy laws that require reasonable and non discriminatory access by end consumers to self-maintained and self-hosted infra?

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#255

Did they raise prices because of increased or decreased demand? I can't help but wonder if things are overbuilt and being underutilized.

Whether it's an increase in demand, decrease in supply, or some of each is the question. Prices don't normally go up when demand drops at an over- or steady supply

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#256
post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

This directly contradicts the bubble narrative.

If hyperscalers and neocloud have excess capacity and low demand, prices should be collapsing

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#257
post #55
post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

I don't know how everyone arrives at that conclusion when the cost of the subscription services is also going up (as evidenced by the very article we're talking about). People who are renting are feeling this immediately, whereas people who bought their computers can wait the price hikes out for a couple years before they really need an upgrade.

Because the World Economic Forum, where our political and corporate leaders meet and groom each other, point-blank advertised "you will own nothing and be happy."

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#258
post #223

The “hopes you weren't paying attention” part of the headline seems needlessly inflammatory. All I see is demand rising into a supply-limited market (GPUs and RAM). That doesn’t seem nefarious, just high-school economics.

High-school economics also point out that this handful of companies has so far only produced slop and debt.

True, but that’s a different issue. Further, while it can go on for a long time, as those of us who lived through the dot com bubble remember, the AI bubble will pop, because all bubbles must pop. Look for peak-hype, then sell your nvidia into that and prepare to go short.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#259

Earlier quoted context omitted.

> presumably China would still want to keep selling those products and would have an interest in avoiding destroying those factories There are rumours from seemingly credible sources that Taiwan has the TSMC factories (at least the ones located in Taiwan) rigged with explosives that they intend to trigger in case of invasion by China (as a disincentive against China invading). So China may well not have any say in th…

Why would Taiwan destroying its own assets disincentivize annexation goals that have existed long before computer chips were produced there?

That question comes up every time this fact is posted, and it could be for the very simple reason to disincentivize annexation to a later date.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#260
post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

> Physical media could easily be killed off. Does my iPhone need 1TB of storage or will they shrink that and force everything through iCloud?

For the mobile space, I think we are ripe for a memory inversion of sorts, where going forward a phone has 1TB or more of ram but very little non-volatile storage. The RAM would need to be fast enough to run inferences locally, whereas the storage is does the bare minimum to boot the device on the rare occasions it requires a reboot. All user-specific artifacts would be stored in the cloud.

This seems a likely future for phones and other wearables going forward.

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