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

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81–90 of 495 posts

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

#81
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…

From a resource allocation perspective, this doesn't feel particularly undesirable, at least in terms of certain assets like vehicles. The current system of ownership is quite wasteful. I own a high end GPU that I use maybe 4 hours a week for gaming.

I agree. However, I don't see the savings from the reduction of waste primarily going to consumers and everyone at large but being kept and collected by the owning class.

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

#83

Earlier quoted context omitted.

From a resource allocation perspective, this doesn't feel particularly undesirable, at least in terms of certain assets like vehicles. The current system of ownership is quite wasteful. I own a high end GPU that I use maybe 4 hours a week for gaming.

Join us on the floor of the gymnasium, Carol

That prompted some googling, but all I could guess, it is some “The walking dead” reference(?)

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

#84
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.

People rent things they can’t afford to own.

You could never afford a hyperscaler size data center. You could always just buy a server and stick it into Colo. it’s just not totally the same thing

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

#85
post #77

Earlier quoted context omitted.

> You don't need storage space, use our cloud subscription This is here already. A long time ago, maybe even before covid, I asked a table of iPhone-owning friends who pays Apple a monthly sub for storage, and every hand went up. I know you mention home computers, but most of my friends don't have one. Their iPhone is their computer.

You tell me how to automatically sync photos across iOS+mac devices using non-Apple services. I'll wait. (hint: it's a monopoly, you can't use other services). Yeah, I know you can do a manual backup to e.g. Google Photos. It's not the same as seamless bidirectional sync.

3uTools

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

#86
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…

Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? No if we're in a working free market. Companies will see the rising prices and start making more of those things, bringing prices back down.

(Who's gonna tell him)

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

#87
post #67
post #51

Earlier quoted context omitted.

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.

People confuse themselves with the bubble-metaphor. If an AI bubble exists and pops (we need not discuss either) the already existing and on-the-way-demand will not just disappear. Millions of todays users will not just decide that they don't want to use claude code or chatgpt anymore.

Instead, an increasing number of people are going to want AI stuff from here on out, forever, because it's proven to be good enough in the eyes of hundreds of millions and that will create continuous hardware demand (at least because of hardware churn, but also because there are a lot of people in the world who currently don't have great access to this technology yet).

I don't know how much optimization will drive down hardware per token, but given that most people would rather wait like 5 seconds instead of 15 minutes for answers to their coding problems, I think it's safe to assume that hardware is going to be in demand for a long time, even if, for whatever wild reason, absolutely nothing happens on top of what has already happened.

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

#88
post #77

Earlier quoted context omitted.

> You don't need storage space, use our cloud subscription This is here already. A long time ago, maybe even before covid, I asked a table of iPhone-owning friends who pays Apple a monthly sub for storage, and every hand went up. I know you mention home computers, but most of my friends don't have one. Their iPhone is their computer.

You tell me how to automatically sync photos across iOS+mac devices using non-Apple services. I'll wait. (hint: it's a monopoly, you can't use other services). Yeah, I know you can do a manual backup to e.g. Google Photos. It's not the same as seamless bidirectional sync.

OneDrive supports automatic syncing of photos from iOS to the Mac.

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

#89
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.

Difference is that if subscription goes up from $10 to $15, that doesn't seem to bad.

But if you want to purchase a new computer, and the price goes from $1000 to $1500, then that's a pretty big deal. (Though in reality, the price of said computer would probably go up even more, minimum double. RAM prices are already up 6-8 fold from summer)

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

#90

Earlier quoted context omitted.

Join us on the floor of the gymnasium, Carol

That prompted some googling, but all I could guess, it is some “The walking dead” reference(?)

Pluribus, I think.
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