"UwU is all that wam for wittle old me?"

~ AI probably

THIS QUARTER'S earnings reports. sigh

It's telling that if someone powerful like a politician actually does their job, they're hailed by the general public as a hero.

I'm guessing because China isn't producing the type of RAM they want. Put it this way, when the AI bubble bursts we aren't going to have a load of RAM and GPUs suddenly available, because the AI data centre versions aren't in a format that's useful in consumer tech, or even all the data centre systems. They are optimised towards AI workloads and don't really work in normal computer systems. Equally that means that if the RAM that's been produced isn't in this AI workload optimised format, then the data centres can't use it.

The crime isn't that the AI data centres were using a lot of the RAM, it was that the manufacturers were letting them by producing all their RAM in the required format.

With an unlubricated horse cock

It turns out that off-shoring your economy to a political rival is a really dumb thing for a capitalist to do.

Yep, the Chinese models are already up 10 times cheaper and now that Anthropic, OpenAI, and Google, all are increasing prices up to 10 more for models like Opus, it will make Chinese models anywhere from 50 to 100 times cheaper.

American corps. are betting that since people have their workflow already established they won't switch to other providers, but that's not the case. There's already a mass move to Chinese models.

In a way it has actually.

Deepseek was big because not only did they publish the full model for everyone to use, but the MoE structure significantly brought down the hardware requirements in terms of processing power. As long as you have enough VRAM, you can run it on older hardware with no need for the latest Nvidia stuff.

Now they got v4 which many have found to be within a 10% margin of Claude and ChatGPT.

On top of that, China has cheapo VRAM GPUs available or soon to be released, like the MTT S80. Yeah it sucks as a Graphics card because the chip is behind, but you get 16Gb of GDDR6 for much cheaper than anything else.

But its not a conspiracy to fight China. The infinite scaling was just Nvidia solidifying themselves as the monopoly because they want all AI infrastructure to be dependent on them, which is why they still illegally export to China, despite an export ban attempting to reduce their potential competition.

Moore Threads (MTT) already has their own CUDA like system called MUSA, and I'm sure they'll be happy to put in proper hardware support for new stuff like Bf16 and FP8/4. It'll take a few years, but eventually China will catch up to the point where Nvidia gets shanked by cheaper hardware.

Hyper scaling was always about cornering the computer market, It was never about providing us some vastly new and superior service.

They should be strung up. And middle management needs to return to fucking school.

It’s like Kyle Kulinski said “I’m starting to understand re-education camps now”

I do think of them.

Whew, glad I dumped my Micron shares a little While ago.

so like, i have generational hoarder trauma. we're not that bad, but we don't throw away shit we can legitimately use if we have the room to store it without making a mess. so i have three extra PC boxes and two extra laptops on a shelf in the garage that i was waiting for the energy to go through, wipe the hard drive, see if there were any parts i wanted to use and blah blah blah. two days of work that i just really didn't want to do, especially since one of them is emotional. now if anything burns out i have my spare parts cache sitting there and thank the machine god it won't be too much of a downgrade.