We are a tulip first investment firm
post
Pack it up boys, it's done. No GPUs for PCs in a few years. Hope at least the chinese step up their game
I mean the Chinese already did step up their game
https://en.mthreads.com/product/S5000
...in making datacenter GPUs
Fingers crossed all our current hardware survives long enough to hold us over. It'll be very interesting to see where this will eventually take the GPU market, who will pick up the slack, and how.
She's not Jensen Huang's cousin for nothing.
And over the horizon, I see AI and super intelligence becoming more and more essential to every aspect of our lives and every aspect of our business.
AI and super intelligence?
She is hedging her bets using the Trump label βSIβ and the Tech Bro brand βAI.β
Technically, these are both technical terms, but we are way, way past the point of their usage being tied to their meaning.
remember she is related to Huang, by cousin.
Wut? Wait. The AMD CEO is the cousin of the nvidia CEO? Like, the CEO of the number two GPU chip company is cousin of the number one company y, and effectively there isn't really a number three so this GPU market really is really a family monopoly?
Welcome to late stage capitalism! Market fundamentalism was always a lie, the american dream has been dead for over a century.
It's pretty f. weird that Lisa Su is the CEO despite being so closely related to Jensen, I would dislike this if I were an AMD investor. However this is not a family monopoly, since neither Su or Jensen own these companies, not substantially anyway. (well below 1% & 3 something % owned respectively) Meaning of shareholders at large disliked Lisa Su's way of doing things, she would be booted without too many hurdles I would think & the same is true for Jensen.
The fishy part for me is that they're both from Taiwan, and they're both in charge of companies that are some of the biggest customers of TSMC, Taiwan's biggest chip fab that practically has a worldwide monopoly on high-end chip manufacturing. There's also the national security angle here, with TSMC probably being the only reason China hasn't invaded, as the entire world would have something to say about it.
Idk, there's a lot of fertile ground for conspiracy theories under these Taiwanese billionaires.
I don't suppose there's a way for someone to get inside AMD and irritate its innards in a way that will maake it hork ATI back up, is there?
The next hardware manufacturer saying "Actually, we do GPUs for gaming" will be King/Queen of the world.
Also "Luigi, we need you so bad."
that manufacturer would have a fraction of the sales. Theyβre all doing this because data centers buy way contracts are simply more lucrative; the planned rollout of data centers means theyβll sell so much more that they simply canβt accommodate enthusiasts and home builds
This is of course the goal of people like Altman and bezos, they want to hoard compute after hoarding 99+% of all the wealth amongst like 50 people. This is why resistance to data center rollouts is so important and to a further step fair distribution of resources as a political platform. This mess wouldnβt exist if oligarchs were reigned in
Oh boy, so we really need to guillotine those billionaires and CEOs then bathe, dance and fuck in their blood ASAP.
Maybe not that last verb, I think that's how you get more scrappy CEOs.
Not gonna happen any time soon. The barrier of entry is massive.
Making decent drivers alone is a humongous undertaking: You have to catch up to the work of several decades - and it's a moving target. That's on top of just how difficult it is to design good silicon. Just look at how Chinese GPU manufacturers are struggling to match low-end cards from 10 years ago (even though they are lying and claiming they are matching high-end cards from one generation ago) with cards that have many times the power draw and cost - and all of that with far worse games compatibility.
Hell, even the giant that is (soon to be probably: was) Intel failed to leave a mark in the dedicated GPU business and they actually have decades of experience making (pretty shitty) integrated GPUs and (even shittier) drivers for them.
Booo. Glad I sold all my AMD stock. Fuck you, Lisa.
Brooo I was planning to buy some more. Fucking hell, nothing is safe
even TMSC is considering to be all in on AI.
Statements like this are good for the stock price & have little impact on how the company is actually operating. (not claiming AMD is doing so great serving its consumer user base though)
At this point, we're gonna need Valve to get into the GPU business or else PC gaming is going to collapse
Once I tried to design my own open-source GPU architecture.
BTW if anyone wants to reuse the name "VideoDSP" for the shader cores, then feel free to do it.
Monopolies got us to this point. Another monopoly isn't going to save us.
The solution is politics, regulations, and enforcement. These companies are breaking laws, and have even been found to do so in court (see how many times Google has been found to be a monopoly, for example). The problem is spineless and/or corrupt judges and politicians not doing anything about it.
But just a few weeks ago, MAGA seemed unstoppable, and today it's completely dead. There are still corrupt dems in power though, and they're going to try to steer us towards the same do-nothing equilibrium of before, so we gotta keep the pressure up. This is a great time to write to your elected officials, especially the ones who weren't up for reelection this cycle.
Was talking to my son, after the announcement of Sony wanting to buy our unused PS5. Money is we won't see a PS6 because AI is getting all the ram that even Sony can't make a PS6 because of AI. Got to love it. I hope all these companies go bankrupt and we get ram for pennies afterwards.
Just read the other day that Sony says PS6 is on track. Granted, of course they'd say that. Also, there's rumours it'll be more mobile focused.
It's a silly thing to say now, but it's kinda been true since Zen 1.
Their CPU architectures have all been designed first and foremost for the server and datacenter, with smaller sets of datacenter parts for consumer products. For a little while they split off CDNA and RDNA trying to make more headway in datacenter GPUs. But that's being re-merged into UDNA where consumer tech will be cut down server GPUs, like NVIDIA does.
Allocation still matters though.
CPUs are somewhat flexible, as desktops, servers, and a few laptops all use the same compute die.
But with GPUs (for the moment), they have to make long term development/production decisions between server dies and gaming dies. Itβs not like older GPUs where server cards literally shared the die with Vega, the GTX 780 TI or whatever, and they could essentially slap a different sticker on to change market allocation.
Sheβs right though. Look at their revenue. Data centers are 10x their gaming division.
Gaming pulls in less than 1B profit a year. An absolute drip compared to their Datacenter business.
Iβm surprised they bother with gaming at all once you realize what a side project it basically is for them in terms of revenue.
I don't know what ya'll are complaining about. Gaming will move this direction anyway as gaming is droplets of piss in the computing budget world.
Stadia was just too early.
Are we going to soon find out exactly how secure data centres are? With lots expensive computer hardware and i assume not many staff.


all 68 comments