Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips
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Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips
#2somebody wants to buy NVDA cheaper... ;)
Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips
#3Guess MSFT needs somewhere else AI adjacent to funnel money into to produce the illusion of growth and future cash flow in this bubblified environment.
Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips
#4So similar to Apple Silicon. If this means they'll be on par with Apple Silicon I'm okay with this, I'm surprised they didn't do this sooner for their Surface devices.
Oh right, for their data centers. I could see this being useful there too, brings costs down lower.
Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips
#5Not suprising that the hyperscalers will make this decision for inference and maybe even a large chunk of training. I wonder if it will spur nvidia to work on an inference only accelerator.
Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips
#6Even just saying this applies downward pressure on pricing: NVIDIA has an enormous amount of market power (~"excess" profit) right now and there aren't enough near competitors to drive that down. The only thing that will work is their biggest _consumers_ investing, or threatening to invest, if their prices are too high.
Long term, I wonder if we're exiting the "platform compute" era, for want of a better term. By that I mean compute which can run more or less any operating system, software, etc. If everyone is siloed into their own vertically integrated hardware+operating system stack, the results will be awful for free software.
Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips
#7Guess MSFT needs somewhere else AI adjacent to funnel money into to produce the illusion of growth and future cash flow in this bubblified environment.
> produce the illusion of growth and future cash flow in this bubblified environment.
I was ranting about this to my friends; Wallstreet is now banking on Tech firms to produce the illusion of growth and returns, rather than repackaging and selling subprime mortgages.
The tech sector seems to have a never ending supply of things to spur investment and growth: cloud computing, saas, mobile, social media, IoT, crypto, Metaverse, and now AI.
Some useful, some not so much.
Tech firms have a lot of pressure to produce growth, it's filled with very smart people, and wields influence on public policy. The flip side is the mortage crisis, at least before it collapsed, got more Americans into home ownership (even if they weren't ready for it). I'm not sure the tech sectors meteoric rise has been as helpful (sentiment of locals in US tech hubs suggests a overall feeling of dissatisfaction with tech)
Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips
#8Google has been using its own TPU silicon for machine learning since 2015.
I think they do all deep learning for Gemini on ther own silicon.
But they also invented AI as we know it when they introduced transformer architecture and they’ve been more invested in machine learning than most companies for a very long time.
Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips
#9somebody wants to buy NVDA cheaper... ;)
plus someone has no leverage whatsoever other than talking
Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips
#10Honestly this would be great for competition. Would love to see them impish in that direction.