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That's if any datacenters are allowed to be built with them.

There is probably a ~50% chance that the next Dem candidate for presidency runs on a national datacenter moratorium or something equally as crippling.

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If the populist campaign is to Make Affordable DRAM Again, then it's not a terrible solution.

The current datacenter owners love a compute-bound world anyhow. A moratorium on new datacenters would increase their valuation, encourage efficiency and make computers cheap again. If Chinese labs can ship frontier models under 1T parameters, why not American labs too?

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No way to avoid the memory cartel, even if CXMT catches up.
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These are not replacing GPUs, they are entirely complementary. It's the same with cerebras, groq etc, they are all complementary to the GPU.
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If you think tanking Trillions in investments, warming the earth and increasion ocean water levels, creating water shortages and brown-outs is "good for all of us" - well, the rest of us beg to differ.
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these GPUs make computation faster, I understand as of now maybe all the computation is used to generate yet another junk LinkedIn post or unnecessary RFC, but at some point this craze should settle and we will be left with powerful computation machines, which can be used for computing more useful things
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The GPUs being paid for w/ billions in investment will be obsolete and e-waste in a few short years same as a Cray-2 was just a decade after its release.

It's fine if you're one of the people selling shovels to gold miners for a while, but sucks to be building houses in the boom town?

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The pricing of GPUs themselves aren't really the problem: it's the VRAM that comes with them.
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