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Side note! Nginx was by no means the first web server to use a non-forking mechanism, nor the first open source web server to do so. Certainly Zeus (which was closed source) was earlier and very useful in this sort of application, and so was thttpd (open source, still exists as Merecat). I used thttpd quite a bit for single box applications and at one of my employers, nginx replaced a mixed strategy with Zeus, Apache and thttpd (and we tested one other whose name I can’t recall).

Non-forking httpd servers using select() were a popular little coding challenge for a while in the 90s. Spinner was one of them.

Nginx’s real strength was being able to proxy and cache HTTP using that same mechanism, so you didn’t additionally need to deploy Varnish or some other appliance.

As to whether this is a good mental model for what is coming for local LLMs, I am not sure I am convinced. Apart from more quantisation-aware training, perhaps binary and ternary aware training, custom inference engines per model, and maybe some improvements in diffusion models, the grand challenge in small footprint LLMs is training really small reasoning and tool use models, and so far it’s far from clear they can deliver.

Truly tiny models will not be viable as general coding assistants; even 12B dense is too small and you will find plenty of people who will tell you that 26B/4B or 35B/3B MoE is too. Though perhaps they can be trained for single languages, like just Python or just TS/JS.

More likely is the idea that 30-40B dense models might be good enough for most things once low cost and likely bespoke hardware catches up.

But I don’t think any truly profound advances seem likely in software or training alone. I am no expert but it feels like we’re already a lot closer to efficiency than we were in your analogy, and the gains are perhaps not going to be much more than small increments.

Maybe we will see something like a ternary 60B/10B MoE model turn up. But at the moment at least I am not sure where the incentives are to train these.

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> Nginx’s real strength was being able to proxy and cache HTTP using that same mechanism

Fun fact: Igor Sysoev originally wrote mod_accel [1], an acceleration and reverse-proxy caching module for Apache before he made nginx.

I remember using that module in the mid-2000s as a load balancer (and to offload SSL encryption/decryption as it was a CPU-expensive operation).

[1] http://sysoev.ru/en/apache_modules.html

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We've barely even started on optimizations like advanced language aware grammars, and specialization routing (dynamically loading fine tunes or seperate weights for specific tasks or languages).
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Right. But those still sound like modest gain territory, or qualitative gains within the same rough performance, rather than the "breakthrough" improvement notion I was responding to.

My naïve impression is that the LLM world will keep delivering these fractional improvements for some years at the cost of simplicity. And sure, ontological support seems quite promising.

But making things radically better or faster for small models in the way that is hypothesised, that feels like it can only come as a result of hardware performance improvements and likely architecture changes.

Because there's no free lunch, right? Speculative drafting for example, noticeably improves performance until acceptance rates drop for reasons that have to do with the particular application, and then it starts hurting you, especially near the limits of the memory bandwidth. Because once it is wasteful it is an extra overhead.

I gather Gemma 4 supports, in principle, dynamic speculative draft lengths, to help with this — where it will stop making bold predictions when the success rate falls. But I'm not sure if any of the inference engines I've tested with support that.

I think small models are miraculous — I still think Gemma 4 12B is astonishing — but I guess what I am saying is that I think maybe technology is moving quickly enough that the developers are done with the low-hanging fruit.

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The gains wouldn't be "free lunch", it's the result of time and effort researching optimal design and architecture.

Even if the idea of "no free lunch" was taken liberally discounting the cost of research, it would only be limiting to systems built from a foundation of optimization, but that's not the case. The foundation so far has been one of brute force scaling. Usually meaning there is lots of room for optimization.

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> The foundation so far has been one of brute force scaling.

In cloud AI, sure. But in the smaller open weights model territory it feels like we're well into optimisation?

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Also lighttpd! Released in 2003, one year before nginx (2004)
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Everyone keeps repeating this who doesn’t understand the underlying technology.

Small llms are still way more efficiently server on big GPUs.

Sharing server capacity takes advantage of the massive parallel throughput and sharing of memory bandwidth.

You are sharing the GPUs with thousands of concurrent users.

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FWIW it is entirely possible to square the notion that small models will still be hosted on cloud hardware with the idea that the data centre buildout will end in tears.

Many analysts (and Microsoft) think even now that if everything committed gets built there will be considerable oversupply and there is not the revenue to pay for it.

If small models do continue to improve in unusual ways (I think there are limits) then the marginal need for cloud AI compute could fall precipitously beyond current estimates. The marginal need for consumer AI could almost totally collapse if someone makes good progress on very small reasoning and tool-calling models (which is a modestly big if)

The possibility of the data centre boom resembling the Chinese real estate bubble is not inconsiderable.

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So far everyone seems to be consistently GPU-poor, despite the huge buildout, and usage keeps going up drastically. I don't know what would make usage drop.

Every time they've made smarter models we've wanted the smarter ones, and local models runnable on typical hardware are still very far behind in speed and intelligence (as neat as they are)

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> So far everyone seems to be consistently GPU-poor, despite the huge buildout

That is seemingly not the case. The buildout is actually slow; almost nothing of these giant projects has been completed. Nobody will say how much of anything they have actually finished. And Nvidia have made huge, huge buy-and-hold deals for GPUs that do not have data centres to go into.

Everyone is GPU poor because stuff hasn't been finished but large numbers of GPUs are spoken for, but they are GPU poor on therefore much less demand than is being built for.

Look at how tiny SpaceX's deal is with Anthropic, for example. This meaningfully turned around Anthropic's prospects — allowing them to radically lift rate limits beyond what many users needed -- but it was for just 300 megawatts. Tiny compared to the 31 gigawatts allegedly under construction by the end of last year.

So the picture is partly illusory. GPU prices and RAM prices have been pushed up by the AI firms booking them for data centres they haven't even started building yet, as well as the ones that they've only completed a tenth or an eighth of.

There will be significant oversupply. And if open weights models keep getting good and staying fuel-efficient, that picture gets worse.

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If I understand correctly, you're saying people are compute-poor but not necessarily GPU-poor because there's a lot of GPUs out there but nowhere to plug them into? If so, I'm not sure that distinction matters to the GP's point that there is too much demand to call this an oversupply.

I also doubt we can estimate the level of demand based on a single deal between Anthropic and SpaceX (despite which, note, Claude still stuggles at times.) Consider other signals, like Google, who we thought had an insurmountable infra advantage, also renting compute capacity from SpaceX and limiting Meta's usage (along with other clients apparently) to conserve capacity: https://www.cnbc.com/2026/06/28/google-limits-metas-use-of-i...

I am not sure Microsoft thinks there will be an oversupply either; last earnings they announced bumping up their CapEx spend, along with all the other hyperscalers.

Here's a way to estimate how much room there is for demand to grow. Various sources (linked in this comment, along with more analysis: https://news.ycombinator.com/item?id=49089296) indicate that even though a large number of people (50 - 60%) are now using AI at work, they use it for only 6% of their work hours.

That means, even if AI can only address 30% of all work, there is still 5x potential demand growth left! Note, the sources above indicate that AI is even being used in non-knowledge work industries, so the scope is already larger than we thought. This is in addition to the remaining 40 - 50% of people are still not using AI at work. Plus we know that agentic workloads consume way more tokens, so that's yet another multiplier.

But will that demand keep growing? Well, some of those same sources above mention that most executives are planning on ramping up their AI spend in coming years.

Putting all this together explains the hyperscalers' quarterly bemoaning of how strapped for compute they are and why they are spending so much to add more capacity. Given this, an oversupply seems pretty unlikely.

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> If I understand correctly, you're saying people are compute-poor but not necessarily GPU-poor because there's a lot of GPUs out there but nowhere to plug them into? If so, I'm not sure that distinction matters to the GP's point that there is too much demand to call this an oversupply.

It's a distinction without a difference if your issue is getting hold of a GPU.

But there's a significance to it if you are trying to use demand for a GPU as a proxy for demand for AI. That is where the industry is making serious mistakes.

> I am not sure Microsoft thinks there will be an oversupply either

https://finance.yahoo.com/news/microsoft-ceo-says-overbuild-...

The rest of your comment I am not going to address because it's kind of unfalsifiable. Hypotheses about what AI might be able to do in principle aren't all that useful when talking about even medium-to-long-term demand for what LLMs and GANs can provably do now.

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When the glut of GPU arrives I'm sure humanity will find a good use for all that excess compute, like finally getting back to signing monkey pictures and excreting endless hash based pyramid schemes.
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It may not make financial sense for someone retired, not into tech, and/or data privacy to host their own LLMs. However if usage of AI in day to day lives continues to increase, I think it will eventually make sense for the majority.

Many tasks suited for AI assistants are background asynchronous tasks. They can run in the downtime where immediate demand is low, keeping overall utilization high enough.

Your argument is similar to those who argue that owning a GPU for gaming doesn't make sense when you can stream from something like GeForce Now. However like with gaming locally (improved latency) there are also benefits to local AI (data privacy).

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Another big benefit of local AI is control and increased predictability, e.g. in costs or behavior.

We will appreciate it even more when popular agents become more costly or start including more ads.

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The power of small models isn't only that you can run them on local hardware. You can also fully own your data and workflow, and choose/fine-tune models for your specific use-case.

for clarity, I'm not agreeing with GP that small models will mean doom for data center projects

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> Small llms are still way more efficiently server on big GPUs.

Yes, but the privacy aspect means that for many, many applications slower local will still be preferable to faster remote so long as the actual model performance is the same.

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Indeed. Local compute and RAM are a some of the most wasted resource, sitting idle 95 percent of their life. Datacenters flip that ratio.
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True, but local setups can run LLM requests in parallel too. In this case efficiency gap is much narrower.
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I’m sure you could find this exact same comment regarding technology in 1999.
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You can find it today for gaming. Even despite the outlandish rise in hardware costs, there is very little demand for cloud gaming.
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Yeah but I presume this has more to do with latency than overall compute, right?
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Yes latency, and the usual preference of ownership over rentership. Similarly their are benefits to running local AI too, like data privacy and control.
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I don’t remember that and I was there! The idea that the performance delta between Apache and nginx for any normal workload is anything like 20,000% is absurd.
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Absurd indeed. Apache httpd server got MPM support two years before nginx was released.
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What specific technical signals make you think we're close to a shift like that?
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The researchers who published Attention Is All You Need didn’t have the benefit of the LLMs they birthed. Take a look at the prompt that solved the Cycle Double Cover conjecture, and which has been adapted to achieve breakthroughs in cybersecurity. The field is entering a feedback loop that is leading to exponential innovation. We’re at the beginning of the curve. And right now the big iron data center approach is brute forcing the problem.
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Because I wasn't familiar with it and others might be curious too: that prompt is available at https://cdn.openai.com/pdf/04d1d1e4-bc75-476a-97cf-49055cd98... and is just below 5 KiB of text.
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Do we know how much token dollars it took to solve?
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I dont think its exponential innovation. Rapid incremental innovation is happening very fast with some occasional bigger bumps.
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Where can I find more information on the cybersecurity breakthroughs adapted prompt?
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Intelligence per unit of compute will almost certainly keep increasing. That doesn't mean having more compute isn't still way, way better.
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> Remember when we needed 200 servers for an enterprise website because Apache used one process or thread per connection

I don't, but holy moly. That sounds insane!

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> And I think the data center buildout will end in carnage.

Isn’t it more likely that they will still all be used to the max? I don’t see how at any rate we will be going “alright, that’s enough intelligence for now”

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> It’s going to move us from the big iron era of AI to small portable brains. Nature has already proved it’s possible with 20 watts and very little heat generation.

Agree. I know enough about the vagaries of scientific progress to not put any money on any timeline but directionally, that's where we are headed.

> And I think the data center buildout will end in carnage.

Disagree. And this is quite the leap from the previous statement, btw. The carnage happens if the demand for general purpose GPU compute disappears and even then there are so many ways to salvage the asset.

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It'll need a change in architecture for that to happen. For example Geometric Reasoning that's being actively worked on by people like this:

https://www.sophontic.ai

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> Nature has already proved it’s possible with 20 watts and very little heat generation

Never thought of it in those terms before.

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First point is plausable, moving from bigger models to smaller models. But the nature thing is a bit of an overstatement, yes our brains are very efficient but they are fundamentally different from LLMs so it doesn't really map.
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What does this have to do with Muse Glimmer 30B?
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Nature takes its own sweet time to come up with photosynthesis or the krebs cycle. What takes 2 billion years for Nature to work out, these large systems will soon do it in 2. They have capacity to compress time in ways the chimp troupe cant.
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This is a statement of nearly pure faith not fact. Which is fine. I have a lot of things I believe based in pure faith. The difference is that I don't state them as if they were fact. Which you appear to be doing here.
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20 watts huh? How much energy has nature sure is required for lift? Does the same amount of energy scale by size for airplanes?
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Can these models compete with Cerebras inference performance? Why would I pay for a 2400 baud modem when DSL is available?
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brains do it with 20 watts because theyre analog. llms require massive amounts of power and this isnt changing any time soon without a breakthrough
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There are arguments that the brain is quantum, as in parts of it locally using quantum effects. Which if true, might make a counter-argument, as there will be bigger data centers needed if the goal is to simulate the brain classically.

On the other side, advancement in quantum computers would make current LLM inference much faster. Because of the extreme cooling needed, i dont think the energy demand would become less.

With AI companies talking about AGI, i sometimes wonder if they really need the machines for serving inference to customers, or they have a formula for computational capacity that could run an AGI, and they just want to reach that level.

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Can you give me some pointers?

Last I heard researches simulated an entire brain of a fruitfly with just a classic neuron approach [0] and if I recall it worked great.

I know a human brain is many orders of magnitude more complex, and that there are some birds that use quantum navigation - so it's certainly not impossible by any stretch, though I am quite interested in this statement since it's the first I hear about it.

[0]: https://flybrain.app/

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If the brain does rely on quantum effects, it's still possible the quantum effects in use are able to be simulated efficiently on a classical computer. For example if it's a matter of signal transfer rather than quantum computation, that could be simulated rather easily.
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I wonder what company will release the first "quantum LLM"
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Alibaba probably. They are doing work on both already, that is if a quantum LLM is even feasible.
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> the brain is quantum

Doesn't that apply to everything that exists in the material world?

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Naively-speaking, sure. I think GP was referring to the act of information-processing, specifically, though.
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And a breakthrough in hardware, specifically.
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There are exciting developments underway in analog computing.
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