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Micron Announces Exit from Crucial Consumer Business

investors.micron.com

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Re: Micron Announces Exit from Crucial Consumer Business

#381

Post by cmsj »

kelnos wrote: post #252
venturecruelty wrote: post #72

Earlier quoted context omitted.

Why would anyone sell a handful of GPUs to nobodies like us when they could sell a million GPUs for thousands apiece to a handful of big companies? We're speedrunning the absolute worst corpo cyberpunk timeline.

Because when you lose even one of those big companies in your handful, it tanks your business. Customer diversity is a good thing. And they're not selling a handful of GPUs to nobodies like us; they're selling millions of GPUs to millions of nobodies.

Gaming is now less than 10% of nvidia's revenue. We're really not adding any meaningful diversity to their bottom line anymore.

Re: Micron Announces Exit from Crucial Consumer Business

#382

Post by cmsj »

officeplant wrote: post #54
httpz wrote: post #28

I'm half joking but if this AI boom continues we're going to see Nvidia exit from consumer GPU business. But Jensen Huang will never do that to us... (I hope)

Honestly, I'd prefer it. It might get AMD and Intel more off their ass for GPU development. I already stopped buying Nvidia gpus ages ago before they saw value in the Linux/Unix market, and I'm tired of them sucking up all the air in the room.

Intel GPUs are probably not going to last much longer, considering they did a deal with nvidia for integrated GPUs.

Re: Micron Announces Exit from Crucial Consumer Business

#383

Post by cmsj »

pabs3 wrote: post #215
httpz wrote: post #28

I'm half joking but if this AI boom continues we're going to see Nvidia exit from consumer GPU business. But Jensen Huang will never do that to us... (I hope)

Wonder if Google will ever start selling TPUs.

They already have: https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-s...

Re: Micron Announces Exit from Crucial Consumer Business

#384

Post by seanmcdirmid »

angoragoats wrote: post #380
seanmcdirmid wrote: post #378

Earlier quoted context omitted.

I don't know. Can you bring your GPUs on an inter-continental plane trip and play with LLMs on the plane? It isn't really that slow for 70B 4-q models. These are very good CPU/GPUs, and they are only getting better.

Sure, the GPUs sit in my basement and I can connect to them from anywhere in the world. My point was not that “it isn’t really that slow,” my point is that Macs are slower than dedicated GPUs, while being just as expensive (or more expensive, given the specific scenario) to purchase and operate. And I did my analysis using the Mac Studio, which is faster than the equivalent MBP at load (and is also not portable). So…

The whole point of having it local is not to use the network, or not need it, or not needing to jump the GFW when you are in China.

Ultra is about 2X of the power of a Max, but the Max itself is pretty beefy, and it has more than enough GPU power for the models that you can fit into ~48GB of RAM (what you have available if you are running with 64GB of memory).

Re: Micron Announces Exit from Crucial Consumer Business

#385

Post by mdnahas »

poloniculmov wrote: post #367
ethbr1 wrote: post #334

Earlier quoted context omitted.

> Moreover, the supply constraint isn't likely to be permanent, and whenever prices come back down then Micron would still own the brand and could start selling under it again, which they couldn't if they sold it. Why not just announce limited supply, then, instead of exiting? This seems like a "automaker invests more in financing arm, because it's the most profitable" concentration mistake, towards an industry with…

They can spin it back up once the bubble pops.

The announcement doesn’t say that they’re selling the Crucial brand. And it’s a valuable brand. So, I agree, they will wait for the bubble to pop and then start it back up. I assume the higher prices let them keep the operation around in mothballs and the employees working elsewhere in the company.

Re: Micron Announces Exit from Crucial Consumer Business

#386

Post by hammock »

adolph wrote: post #355
hammock wrote: post #161

Earlier quoted context omitted.

Exiting the market. Not abandoning the factories. They will be retooled for AI market, which is more profitable. This is like developers shifting from building homes targeted at homeowners to building build-to-rent neighborhoods for Blackrock and company xD

Have you ever confused BlackRock with Blackstone? Despite their similar sounding names, these two financial powerhouses represent distinct approaches to investment management. https://www.investing.com/academy/trading/blackrock-vs-black... Major news organizations and sector researchers describe the claim as unfounded and often rooted in confusion between BlackRock Inc. and the private-equity firm Blackstone Inc. htt…

Thanks boss, they were the same company for a while and then got spun off. There is so much confusion that AI even has a hard time keeping them straight if you aren’t careful.

Anyway it doesn’t matter the name for the purpose of my argument. And lol at “unfounded conspiracy theory” it’s only a “conspiracy” that Blackrock is buying homes (crucially, no one is actually suggesting that, except the people who are confused between Blackrock and Blackstone), because Blackstone definitely is buying homes.

Re: Micron Announces Exit from Crucial Consumer Business

#387

Post by yareally »

ssl-3 wrote: post #251
mh- wrote: post #176

Earlier quoted context omitted.

I'm curious where you live. Anecdotally, this is the opposite to the experience of everyone I know.

In the small-town bits of Ohio I've lived in for most of my life, computer stores come and go from time to time. There used to be more of them but they still exist. The one that my first PC came from (in 1988) was open for something like 20 years. Another that still remains has been there for 33 years. Plus, I mean: Best Buy stocks some PC parts. So does Wal-Mart. They're not "local," but they're nearby and they have…

Microcenter is headquartered here in Ohio. Arguably the best PC focused "brick and mortar" store still in existence. I feel like I stepped back into my childhood every time I go into one of their stores

Re: Micron Announces Exit from Crucial Consumer Business

#388

Post by antonvs »

sgnelson wrote: post #93

I feel like the "democratization of technology" is on the back slide. For the longest time, we had more and more access to high end technology at very reasonable price points. Now it feels like if you're not Facebook, Google, OpenAI, etc. etc. computation isn't for you. I hope this is just a blip, but I think there is a trend over the past few years.

I'm not a fan of ultra big tech, but I don't get the concern here exactly.

What high end technology do you want that you can't get?

In the 90s, I paid nearly $10k for a high-end PC. Today, I can get something like an Nvidia RTX Pro 6000 Blackwell for ~$8k, with 24,064 CUDA cores and 96 GB RAM, that's capable of doing LLM inference at thousands of tokens per second.

I realize the prices from this example are a bit steep for many people, but it's not out of line historically with high-end hardware - in fact the $10k from the 90s would be something like $25k today.

My point is I don't see how "if you're not Facebook, Google, OpenAI, etc. etc. computation isn't for you." I'd love an example if I'm missing something.

Re: Micron Announces Exit from Crucial Consumer Business

#390

Post by tuetuopay »

Felger wrote: post #374
tuetuopay wrote: post #326

Earlier quoted context omitted.

Huh, I've had the opposite experience with the BX500. Hit a bit hard on them and the SSD drops off the bus. Or fill them up to 80% and witness them crawl to a stop. Dirt cheap drives, but don't ask too much of them.

I wrote the BX500 ils easier to find than the MX500, not that it is better. Obviously the BX is worse than the MX, having no SLC cache.

Oh I never said you wrote it's better, your message is quite clear :)

Just that I would not really compare the two. The BX500 is the only Crucial SSD I've ever had troubles with and kinda eroded my trust in the brand. My >10 years old M4 is still working like a champ, so does my MX200.

DRAM-less SSDs are a plague that is very hard to avoid, as it's never mentioned in the spec sheets.

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