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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

#61

Post by gnfargbl »

xvxvx wrote: 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…

The answer lies in one of your questions:

> Grocery stores closed to visitors, all shopping done online and delivered to your door

In the UK at least, and I'm sure in a lot of other places, a solid proportion of groceries are now delivered to the door. But, that doesn't mean that supermarkets have closed; if anything, they seem to be busier than ever.

Instead, we have a hybrid market where convenience for the consumer is the ruling factor. The same is going to be true for most of the other situations you mention.

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

#62

Post by grim_io »

immibis wrote: post #53
JustFinishedBSG wrote: post #42

Earlier quoted context omitted.

How, when foundries are a natural monopoly? How can you realistically create a startup to build a multibillion / multi year fab ?

Same way you can create a startup to build a multibillion dollar data center presumably.

I don't think that laying bricks and operating a crane is on the same level(or universe) of complexity as making and operating high-end semiconductor machines.

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

#64

Post by ezst »

zozbot234 wrote: post #18
xvxvx wrote: 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…

> - GPU prices rising > - RAM prices rising > - hard drive prices rising This is great news. It means the industry is expanding a lot and we'll be getting better consumer hardware at the end of the day. Innovation has always dropped down from the enterprise space to the consumer, as far back as the first electronic calculators and microcomputers.

That's fallacious: enterprise stuff doesn't always make sense at consumer level and doesn't always "drop down" for that reason. We've yet to see whether that particular stuff makes consumer sense.

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

#65

Post by HPsquared »

xvxvx wrote: 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 don't need end to end encryption, use our deduplicated storage"

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

#66

Post by zozbot234 »

ZoneZealot wrote: post #39
zozbot234 wrote: post #18

Earlier quoted context omitted.

> - GPU prices rising > - RAM prices rising > - hard drive prices rising This is great news. It means the industry is expanding a lot and we'll be getting better consumer hardware at the end of the day. Innovation has always dropped down from the enterprise space to the consumer, as far back as the first electronic calculators and microcomputers.

Keeping in mind the consumer space will see minimal trickle down from used datacenter electronics in ~3-5 years from this boom. The GPUs are generally rack-scale integrated units rather than PCIe. The bulk of the GPU RAM is HBM, so not very scavenge-able for consumer GPU mods. Power consumption of the blackwell GPUs in most solutions like the DGX B200 isn't really viable for home use even if you had the space and hoo…

I'm pretty sure that those racks will be usable for something, even if it's not direct-to-consumer. Startup businesses, academic/research use, smaller-scale HPC etc. will all be creating demand for the stuff long after it stops being useful for cutting-edge AI workloads.

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

#67

Post by lopis »

pm90 wrote: post #51
xvxvx wrote: 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…

Its a market signal; we’re going to see a massive boom in investment (mostly from China, but still) in capacity expansion. Eventually the prices will stabilize.

The problem I've seen described by some is that the industry is resistant to expand capacity right now, because a partial pop of the AI bubble is expected aaany time now for months, but it keeps not happening. But if it does happen and they have too much capacity, the whole GPU and RAM industry would not be able to recoup that investment and would collapse.

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

#68

Post by cj »

xvxvx wrote: 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…

For Christmas I got an alarm clock that basically doesn’t function without a $50/year subscription. For an alarm clock (Hatch.co).

Consumers need to get better at understanding TCO when buying things. Or maybe the government should be slapping those “annual cost” stickers like they do on washing machines to understand how much electricity they use.

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

#69

Post by reactordev »

xvxvx wrote: 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…

Your PC has been viewed as an appliance now since 2017. The goal, to get you on as many service subscriptions as possible.
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