And that private equity is pulling off the same shit that they did with the housing market - buy up the global silicon waver production so costs go up, rent it back to you while externalizing costs for the data centers and electricity. This goes hand in hand with NVidia and the likes extracting money from the Pentagon and getting tax breaks, externalizing costs further. This is not about building your PC anymore, we are just the first ones to feel it - memory is in fucking everything, and it’s a market that’s easily cornered if you have a lot of money to throw around because of limited production capability.
It’s not a dig against Nvidia, imo. All companies do this if they can. AMD siphoned off chips for enterprise from both cpu and gpu, because the premiums you can charge are so much higher.
Doesn’t really work with fancy computer stuff. The supply lines are too long. There are like a dozen factories on earth that can make modern good computer. Less, I think
The is my sentiment exactly. This is a perfect opportunity for China to step in to the market with arm computers. And just at the right time when valve is investing heavily in running windows games in ARM. Unsurprising for American vendors to step on their dicks and shoot themselves on the foot out of sheer arrogance.
Yes, or better yet, RISC-V, it’s within spitting distance of viability, China could push it over the line. Pretty sure Valve would get on board, they’re pretty good at porting proton now. If they can get modern DRAM (e.g. DDR7 or HBM) fab going, to the moon (perhaps literally ;). Likely simpler than CPU for first gen EUV.
It’s on baby, at least in 2028 ITA. (I hope sooner, they’re talking about a HBM graphics card next year elsewhere (likely manufactured at TSMC tho), so they know what to do with it once it works. and given the current situation I expect China to just thrrow money at the project, it’d be a huge win)
Their rocm driver stack for computing isn’t as good as CUDA, but they’re closing the gap year after year. Their open GPU drivers on linux are far superior to Nvidia
Their justification is basically that the RAM shortage is going to drive up prices and drive down consumer demand, which is probably right. The companies building data centers don’t seem to be so price sensitive
Nvidia is cutting back on consumer market significantly, primarily selling to commercial entities
And that private equity is pulling off the same shit that they did with the housing market - buy up the global silicon waver production so costs go up, rent it back to you while externalizing costs for the data centers and electricity. This goes hand in hand with NVidia and the likes extracting money from the Pentagon and getting tax breaks, externalizing costs further. This is not about building your PC anymore, we are just the first ones to feel it - memory is in fucking everything, and it’s a market that’s easily cornered if you have a lot of money to throw around because of limited production capability.
It’s not a dig against Nvidia, imo. All companies do this if they can. AMD siphoned off chips for enterprise from both cpu and gpu, because the premiums you can charge are so much higher.
$3200 for a 5090 or $22,000 for an H200
The choice is clear but Nvidia was created by the low-end and enthusiast GPU market…
True, but honor and loyalty are worthless to a corp.
Nvidia has almost never given a shit about the low end market. They haven’t made a good low end GPU in like 20 years.
Corpos gonna corpo.
They are legally obliged to.
Good news! Legality doesn’t mean much in the US anymore!
Maybe that’s just something they say, maybe not, if not laws need to change, if so they need reining in.
Leaves a void for competition fill a need.
Stupid on their part honestly.
Doesn’t really work with fancy computer stuff. The supply lines are too long. There are like a dozen factories on earth that can make modern good computer. Less, I think
The is my sentiment exactly. This is a perfect opportunity for China to step in to the market with arm computers. And just at the right time when valve is investing heavily in running windows games in ARM. Unsurprising for American vendors to step on their dicks and shoot themselves on the foot out of sheer arrogance.
Yes, or better yet, RISC-V, it’s within spitting distance of viability, China could push it over the line. Pretty sure Valve would get on board, they’re pretty good at porting proton now. If they can get modern DRAM (e.g. DDR7 or HBM) fab going, to the moon (perhaps literally ;). Likely simpler than CPU for first gen EUV.
ETA: Ask and ye shall receive, China’s EUV prototype https://www.heise.de/en/news/Report-China-is-said-to-have-a-functioning-EUV-lithography-system-11121936.html
It’s on baby, at least in 2028 ITA. (I hope sooner, they’re talking about a HBM graphics card next year elsewhere (likely manufactured at TSMC tho), so they know what to do with it once it works. and given the current situation I expect China to just thrrow money at the project, it’d be a huge win)
lol what competition.
I have amd but trying to convince anybody that AMD is just as good is impossible.
AMD is actually better now considering there’s a very high chance Nvidia is vibe coding their drivers.
I’m strongly considering selling my 4070 super and picking up a 9070xt. I’m sick to death of NVidia and their garbage. Hope they fucking bankrupt.
Their rocm driver stack for computing isn’t as good as CUDA, but they’re closing the gap year after year. Their open GPU drivers on linux are far superior to Nvidia
It doesn’t, because there is no excess of parts. Nearly the chips are already going to nvidia.
Their justification is basically that the RAM shortage is going to drive up prices and drive down consumer demand, which is probably right. The companies building data centers don’t seem to be so price sensitive