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

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

#471

Earlier quoted context omitted.

Capitalism was never about owning things. It's about accumulating capital (hence the name), and renting stuff is more profitable than selling stuff.

not quite: its about accumulating capital yes, but also with private ownership (as opposed to collective ownership) and the use of said capital to gain more capital (investment returns put back into more investment) > renting stuff is more profitable than selling stuff maybe, maybe not, but it is usually more stable and predictable

Nope, you can have capitalism where the vast majority of the population is legally or economically barred from owning anything. The only private ownership required in capitalism is that of the means of production, which says absolutely nothing about the rest.

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

#472
post #332

The price shock that’s about to hit the AI industry is gonna be very fun to watch.

I keep asking our product team what the plan is when our API/Infra costs eventually skyrocket and our AI features become unsustainable, but there's absolutely zero preparedness. We throw in all these cute little AI features to fill out marketing bullet points because they're basically free, but if they had real cost we're going to have no choice but to take them away.

Don't worry your users will rejoice when you rip them out. I know when Atlassian gets hit by this and has to disable their AI features their products will be a little bit less unresponsive. They'll still suck, but they'll suck a bit less

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

#473
post #55

Earlier quoted context omitted.

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.

> wait the price hikes out for a couple years Or much longer. The computers I use most on a daily basis are over 10 years old, and still perfectly adequate for what I do. Put a non-bloated OS on them and many older computers are more than powerful enough.

And Linux being good for gaming now (thanks Valve!) makes this option more attractive than ever.

And the inability to run rootkits is a bonus, not a drawback.

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

#474

Is there a reliable service that plots hourly price per GPU per cloud through time?

I’ve been working on computeprices.com as a side project for the last year to do just that.

Is there a graph view that charts all GPU prices on one graph?

If not I think the landing page should be just that with checkbox filters for all GPUs on the left that you can easily toggle all on/off to show/hide their line on the graph.

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

#475

The price shock that’s about to hit the AI industry is gonna be very fun to watch.

Yeah, and I doubt that this is the last price hike. But I don't think this actually has a whole lot to do with ram prices. The thing is, AI cloud providers have generally been running at a massive loss, if you do the napkin maths, the procurement cost of these machines is equivalent to approximately a year of rent at these rates, for normal servers at AWS it is approximately a month.

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

#476

Earlier quoted context omitted.

Presumably at least in part because China's just as dependent on TSMC as everyone else (at least for the time being). So it's a form of Mutally Assured Destruction, kind of like nuclear weapons. If they actually have to be used, then everyone's in for a bad time, but seeing as nobody wants that, it acts as a disincentive.

This makes no sense. China doesn't want Taiwan because of TSMC, it wanted Taiwan long before TSMC was a major player. The only effect of destroying factories would be to make Taiwan poorer, while China would still get what it wanted.

Not invading Taiwan:

+ China gets to profit from selling phones, computers, etc. to the west

- China doesn't get to own a piece of land

Invading Taiwan:

+ China owns a piece of land

- China can't manufacture anything the west is interested in.

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

#477
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…

"You will own nothing and be happy."

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

#478

Earlier quoted context omitted.

Destroying the fabs would hurt the West a lot more than China, which is rapidly playing catch up (while US and EU are not). The other glaring flaw in this pop-geopolitics narrative is that China already has enormous economic leverage over the West, even without the chip supply chain.

> Destroying the fabs would hurt the West a lot more than China, which is rapidly playing catch up (while US and EU are not) Is that true? My understanding is that Intel while somewhat behind TSMC, is (along with Samsung) still broadly keeping pace. Whereas SMIC while rapidly improving is still playing catch-up.

I doubt it’s something we could know without it happening.

US has intel and some other options, but it would be a colossal issue and adjustment.

China has its well funded, fast progressing Chinese chiplets, but it would be a colossal issue and adjustment.

All we can tea leaf is this: which party has a better history of making large fast industrial adjustments, and which economy is more reliant on cutting edge chips? I think china wins on both personally, so I would give them the edge, gun to head. But it’s an extremely messy process for either.

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

#479
post #476

Earlier quoted context omitted.

This makes no sense. China doesn't want Taiwan because of TSMC, it wanted Taiwan long before TSMC was a major player. The only effect of destroying factories would be to make Taiwan poorer, while China would still get what it wanted.

Not invading Taiwan: + China gets to profit from selling phones, computers, etc. to the west - China doesn't get to own a piece of land Invading Taiwan: + China owns a piece of land - China can't manufacture anything the west is interested in.

You're arguing about whether it makes sense for China to invade Taiwan. I agree it doesn't right now, but that's not the topic here. The topic is the claim that Taiwan has explosives around TSMC factories, which is ridiculous. So what exactly is your point?

PS. Rozwiń? Nie o tym jest dyskusja "czy Chiny to zrobią", tylko o tym czy Taiwan zrobił to co powtarzane tutaj bezsensowne plotki mówią. To są dwie zupełnie różne sprawy, mimo że mogą się wydawać tożsame.

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

#480

Earlier quoted context omitted.

But I do care about latency . . . and I want things to still work when the wifi is dodgy. I already find things like Office 360 deeply frustrating (only use it for work).

You do, but most people don't. So not enough people will complain that it will make any difference. And the people who don't complain will just keep forking out money because they're addicted.

Most don't? Streaming isn't large enough to say that yet I don't think. Google Stadia wasn't a big hit
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