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Joined 6 months ago
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Cake day: April 29th, 2024

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  • Preach. I’m just worried for when nvidia pops. The grumblings about the machine learning fad are starting to happen but that’s a company that is incredibly likely to lose 80% of revenue in 5 years once businesses see how the huge investments flop.

    There’s some strange belief that chat bots being semi-coherent is going to turn into true AI and take over all the white collar jobs. The more popular chatbots become the poorer the data quality will be. It’s inevitable that all the bots posting on all the social media sites will poison the datasets especially as more and more turn to chatbots to generate content.

    Peoples imaginations are running wild. I think if 2% of the use cases pan out it will be a wild success but ML is not new and entire divisions have been scrapped for failing to turn a profit (looking at Alexa, for sure.) When the pop happens the drop will be so significant the ripples may cause a recession all by itself.



  • They are not doing better in the gpu marketshare. They are a new challenger in that space and are no where near getting the lead. The point I was making is that they are just getting into that space, and if they are successful at chipping away at nvidia’s giant high margin market share they can very possibly make a ton of money in that space.

    Their GPUs however are fairly good price/performance for consumers, meaning they are building market share in that space. Like any business starting out at something they are losing money to gain market share. That’s how capitalism works today. You lose money to gain popularity until you get so much market share you can turn screws to make significant profits.

    Intel’s bread and butter is CPUs. They are the majority market share in the highly lucrative desktop cpu, mobile laptop cpu and datacenter cpu space.

    edit: clarification, mobile I mean laptop. I don’t think intel is in the cellular phone space?





  • 32GB of ddr5 can be found for ~$100, and any other upgrade from a ddr4 platform today is going to require new memory.

    So the DDR4 13th series folks can stay on their oxidized processors, or they can pay money to get something else. Not much else to do there.

    I upgraded my AM4 platform system to a 5800x3d a while back and it’s still working just fine. I wouldn’t recommend people buying into AM4 today just because no more upgrades are coming… but AM5? why not? It’ll be around until ddr6 is affordable circa 2027.

    I’m super interested in seeing how intel’s 15th gen turns out. We know it’s a new socket so the buy in cost is sky high as all have argued here (that mobo/cpu/ram is crazy expensive.) I can only imagine they will drop power load to avoid more issues but who can say. Maybe whatever design they are using won’t have been so aggressively tuned or if they’re lucky hasn’t started physical production so they can modify it appropriately. Time will tell, and we won’t know if it has the same issue for a year or so post release.