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They are backpedaling because AI backlash is slowing down their data center builds.

iwontberude 4mo ago
Millions of Nvidia GPUs are stranded in warehouses right now with nowhere to be installed and some will be deprecated in less than a year. Good thing Micron and everyone in the supply chain is scaling up to make millions more... I am sure this will work out fine when they write down all of the inventory which is too old to install
- jijijijij 4mo ago
  Are you telling me I only have to wait just a little longer and the GPU are going to be really, really cheap?
  - pbohun 4mo ago
    No, the GPUs used in AI data centers don't have the capability to do normal graphics. They're completely useless for games and content creation. Additionally, B200s can consume up to 14kW of power. There are no consumer power supplies that could power such a thing. The sad thing is all that silicon will basically be worthless.
    - uejfiweun 4mo ago
      Prediction: it's not gonna be worthless for games. This is what's gonna make cloud gaming really take off. True, you can't use these as desktop GPUs, but they can be installed in data centers for purposes of video game streaming rather than AI.
      - FridgeSeal 4mo ago
        The physics of latency disagree fundamentally here. Gaming, as a market, dislikes Live Service games, and many recent ones have basically flipped right out of the gate. Stadia was the exact flop everyone predicted, and simply throwing bigger compute won’t help. That market, simply, does not want that product offering.
        uejfiweun 4mo ago
        I think you're just wrong on this. Stadia did flop, but that's a Google problem, not a tech problem. I play online games with multiple people who only play through GeForce Now, and they've never complained. Especially in an era of increasing hardware prices, this is just gonna grow. Also, do you know much about the games space? There's an enormous difference between a live service game, and a cloud game streaming platform.
        jijijijij 4mo ago
        > The physics of latency disagree fundamentally here. We just use AI to predict player actions, duh?!
      - jijijijij 4mo ago
        > This is what's gonna make cloud gaming really take off. Hypepunk at the dawn of silicon gothic.
      - edward28 4mo ago
        They lack the raster engines to display graphics. So they couldn't be used to render games.
petre 4mo ago
Molotov bombing Altman's front gate did not help AI apocalypse hype either

Millions of Nvidia GPUs are stranded in warehouses right now with nowhere to be installed and some will be deprecated in less than a year. Good thing Micron and everyone in the supply chain is scaling up to make millions more... I am sure this will work out fine when they write down all of the inventory which is too old to install

jijijijij 4mo ago
Are you telling me I only have to wait just a little longer and the GPU are going to be really, really cheap?
- pbohun 4mo ago
  No, the GPUs used in AI data centers don't have the capability to do normal graphics. They're completely useless for games and content creation. Additionally, B200s can consume up to 14kW of power. There are no consumer power supplies that could power such a thing. The sad thing is all that silicon will basically be worthless.
  - uejfiweun 4mo ago
    Prediction: it's not gonna be worthless for games. This is what's gonna make cloud gaming really take off. True, you can't use these as desktop GPUs, but they can be installed in data centers for purposes of video game streaming rather than AI.
    - FridgeSeal 4mo ago
      The physics of latency disagree fundamentally here. Gaming, as a market, dislikes Live Service games, and many recent ones have basically flipped right out of the gate. Stadia was the exact flop everyone predicted, and simply throwing bigger compute won’t help. That market, simply, does not want that product offering.
      - uejfiweun 4mo ago
        I think you're just wrong on this. Stadia did flop, but that's a Google problem, not a tech problem. I play online games with multiple people who only play through GeForce Now, and they've never complained. Especially in an era of increasing hardware prices, this is just gonna grow. Also, do you know much about the games space? There's an enormous difference between a live service game, and a cloud game streaming platform.
      - jijijijij 4mo ago
        > The physics of latency disagree fundamentally here. We just use AI to predict player actions, duh?!
    - jijijijij 4mo ago
      > This is what's gonna make cloud gaming really take off. Hypepunk at the dawn of silicon gothic.
    - edward28 4mo ago
      They lack the raster engines to display graphics. So they couldn't be used to render games.

petre 4mo ago

Molotov bombing Altman's front gate did not help AI apocalypse hype either