Make good stuff?The other way to look at it is what would these companies do to entice people to keep buying stuff without AI? What’s the alternative?
Make good stuff?The other way to look at it is what would these companies do to entice people to keep buying stuff without AI? What’s the alternative?
Make good stuff?
"Good" would be a quality product that you need/would be useful at a fair price. It doesn't exclude anykind of AI, the question would be what value does that AI application have to the product.
Right now to me is that AI is more akin to RGB where everyone is just slapping it on everything to add a marketing bullet.Right and my point is that AI isn’t special in this regard. Products get new features and capabilities all the time but the hype and scrutiny around AI is unique. Asking someone how much more they’re willing to pay for AI is like asking them how much are they willing to pay for “better software”. It’s a pointless question.
RGB? We have better color than EGA now??Right now to me is that AI is more akin to RGB where everyone is just slapping it on everything to add a marketing bullet.
EDITED BITS:: Also reminds me a bit of "VR READY"
Touche!RGB? We have better color than VGA now??
It has definitely become difficult to talk about AI. People tend to regress into camps where something can only be good or bad, and AI is a particularly tricky topic to cover in this regard, especially when a lot of the benefits that have or might come from it wont necessarily be things transparent to end users. But also because AI is definitely being used in many insidious ways(also in ways that aren't transparent to end users), and is trying to get rammed down everybody's throats through cringey marketing efforts. It's easy for people to turn against it by getting a bad taste in their mouth from it.Right and my point is that AI isn’t special in this regard. Products get new features and capabilities all the time but the hype and scrutiny around AI is unique. Asking someone how much more they’re willing to pay for AI is like asking them how much are they willing to pay for “better software”. It’s a pointless question.
One reason could be that AI is taking up quite a bit more of die space than most new features, RT included (based on estimations from Friztchens Fritzs die photos )Right and my point is that AI isn’t special in this regard. Products get new features and capabilities all the time but the hype and scrutiny around AI is unique. Asking someone how much more they’re willing to pay for AI is like asking them how much are they willing to pay for “better software”. It’s a pointless question.
Don't take the tensor and RT contributions as fact, only combined, since the breakdown is largely speculation on my part.One reason could be that AI is taking up quite a bit more of die space than most new features, RT included (based on estimations from Friztchens Fritzs die photos )
And it hogging die space isn't even tied to GPUs
But also because AI is definitely being used in many insidious ways(also in ways that aren't transparent to end users), and is trying to get rammed down everybody's throats through cringey marketing efforts. It's easy for people to turn against it by getting a bad taste in their mouth from it.
I personally dont think AI is going to be as 'transformative' as it's been drummed up to be. It wont be as revolutionary as the internet or anything. As you kind of hinted at before, I think its real best uses cases will simply come from enhancing existing technologies to various degrees.
It is here to stay, though. It's not a fad and companies aren't likely to stop investing heavily in it for quite a while. What we really need to hope for is that better competition in AI hardware comes online so that Nvidia isn't as big of a dominant force in it. Though that's a general 'we' as I get the impression sometimes people in this forum in particular are quite happy with Nvidia domination for some bizarre reason.
Not as fact, but probably close (and for CPUs the hogging is measurable)Don't take the tensor and RT contributions as fact, only combined, since the breakdown is largely speculation on my part.
You're saying an "if-then-else" statement is not AI?But I don’t think the “AI” in washing machines and thermostats has anything to do with deep learning or GPUs so I’m ignoring the ridiculous AI marketing for the purpose of this convo.
You're saying an "if-then-else" statement is not AI?![]()
Nvidia is dominant today because they were the first mover. They are rightfully reaping the rewards of their early investment, foresight, luck etc. But it will eventually grow into an ecosystem that’s much bigger than Nvidia or CUDA.
But at what timeframe? It's not like TSMC has spare capacity on newest processes and they can't just push already agreed deals with other big clients back either.NVIDIA orders 25% more capacity from TSMC due to heightened demand from Amazon, Super Micro, Dell, Alphabet, Meta, and Microsoft.
Blackwell is still 5nm family process. More of that is opening up as Qualcomm, AMD, Mediatek, etc are moving to 3nm. Heck, Nvidia themselves are moving to 3nm for future iterations as well.But at what timeframe? It's not like TSMC has spare capacity on newest processes and they can't just push already agreed deals with other big clients back either.
Likely by H1'25 I would think as by then some of the large players as mentioned above, Qcom, Mediatek, AMD, Apple, etc will be ramping 3nm for some new products which should free up 5nm supply. In addition, the Arizona fab which is a 5nm fab may also come online by then so there should be additional 5nm capacity available.But at what timeframe? It's not like TSMC has spare capacity on newest processes and they can't just push already agreed deals with other big clients back either.