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Micron Announces Exit from Crucial Consumer Business

investors.micron.com

71–80 of 407 posts

Re: Micron Announces Exit from Crucial Consumer Business

#72
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)

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.

Re: Micron Announces Exit from Crucial Consumer Business

#74

> This decision reflects Micron’s commitment to its ongoing portfolio transformation and the resulting alignment of its business to secular, profitable growth vectors in memory and storage. By concentrating on core enterprise and commercial segments, Micron aims to improve long-term business performance and create value for strategic customers as well as stakeholders. What the fuck does "secular" even mean in this co…

[flagged]

I consulted my paper dictionary, which doesn't use as much electricity as Belgium or thousands of gallons of water, and it reads: "of or relating to a long term of indefinite duration: , ".

Re: Micron Announces Exit from Crucial Consumer Business

#75
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)

There is a couple reasons why Jensen won't take off the gaming leather jacket just yet: 1. Gaming cards are their R&D pipeline for data center cards. Lots of innovation came from gaming cards. 2. Its a market defense to keep other players down and keep them from growing their way into data centers. 3. Its profitable (probably the main reason but boring) 4. Hedge against data center volatility (10 key customers vs mil…

6. Techies who use NVidia GPUs in their PCs are more likely to play with AI and ultimately contribute to the space as either a developer or a user

Re: Micron Announces Exit from Crucial Consumer Business

#76
Uh shite. That's the goto for ssds with capacitors on, such that when the power dies they're able to leave things in a reasonable state.

All the samsung ones I've tried have died within a year. Fast until they died I suppose.

Any recommendations for nvme in a post-micron world?

Re: Micron Announces Exit from Crucial Consumer Business

#77
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)

Might almost be a good thing, if it means abandoning overhyped/underperforming high-end game rendering tech, and taking things in a different direction. The push for 4K with raytracing hasn't been a good thing, as it's pushed hardware costs way up and led to the attempts to fake it with AI upscaling and 'fake frames'. And even before that, the increased reliance on temporal antialiasing was becoming problematic. The…

The latest DLSS and FSR are good actually. Maybe XeSS too.

Re: Micron Announces Exit from Crucial Consumer Business

#78
post #65

Micron leadership probably just heard about Roko's basilisk.

Like Pascal's wager that absurdity is an appeal to stupidity. I expect the people running these companies are more interested in a different type of wager. One where they risk the future of the company to pump shares and make a quick profit.

Re: Micron Announces Exit from Crucial Consumer Business

#79

Earlier quoted context omitted.

Should countries have a upper limit on the ratio of server:client memory supply chain capacity? If no one can buy client hardware to access the cloud, how would cloud providers survive after driving their customers to extinction? It shouldn't be possible for one holding company (OpenAI) to silently buy all available memory wafer capacity from Samsung and SK Hynix, before the rest of civilization even has the opportun…

We can prevent this from happening by enforcing 100-year-old antitrust laws.

Antitrust laws don't work because they're subjective and are enforced by political appointees.

The simpler solution is a tax on scale -- a graduated corporate revenue tax, aggregated across any group of entities which meet the common control [1] criteria. Then it's just a tax, and you simply have to collect it. Very little wiggle room.

If splitting your company in half wouldn't impair any of its lines of business, the CEO has a powerful financial incentive (lower tax rates on the two halves) to do so.

[1] https://www.law.cornell.edu/cfr/text/26/1.52-1

Re: Micron Announces Exit from Crucial Consumer Business

#80
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)

Might almost be a good thing, if it means abandoning overhyped/underperforming high-end game rendering tech, and taking things in a different direction. The push for 4K with raytracing hasn't been a good thing, as it's pushed hardware costs way up and led to the attempts to fake it with AI upscaling and 'fake frames'. And even before that, the increased reliance on temporal antialiasing was becoming problematic. The…

The push for ray tracing comes from the fact that they've reached the practical limits of scaling more conventional rendering. RT performance is where we are seeing the most gen-on-gen performance improvement, across GPU vendors.

Poor RT performance is more a developer skill issue than a problem with the tech. We've had games like Doom The Dark Ages that flat out require RT, but the RT lighting pass only accounts for ~13% of frame times while pushing much better results than any raster GI solution would do with the same budget.

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