If you're writing emails, you're gonna need to send them through a router or two before someone reads them.
> I don't believe GPUs are a new asset as Jensen Huang claims.
He sells GPU's, so taken in context, he's promoting the financing of GPU's, by anyone who is listening to his sales pitch. He travels in CEO circles, so, he's talking to other CEO's, and the banking industry.
The phrasing of it also directly pushes back against the articles accusing the AI industry of circularly financing itself to inflate everyones balance sheet.
And the other thing this idea of it being an asset that you invest in, like a house presumably, is that it primes all of us for 2 future realities: price increases and minimal performance gains ( "its useful for longer so finance it" ).
As to economic value proposition to any individual or group, it boils down to how they are going to use it to recoup the expense.
Don't just take the sales guys word for it, ever.
There have been many videos lately, on whats happening in the automotive market. The industry has been adding more and more tech, to the point where its now financially extractive via mandatory dealer interaction aka fees, and people are becomming fed up with it all, wanting something simpler for less money.
Translate this to the big fat GPU card industry, and how long is it before AMD/Intel add just enough AI ops into every CPU that noone cares anymore and they start asking themselves "Why am I buying 96GB of RAM and a GPU, and 96GB RAM and a CPU ? I'm buying ram twice ! It's a conspiracy !"
Unified architectures seem to be inevitable, GPU's would no longer need seperate ram, then shrinkflation is gonna hit your video card, and you're gonna pay GPU+RAM prices for just a GPU. The upside to this is that you could fit more GPU's in your box and they won't need 2.5 slots each. For now, they are hoping the DGX Spark type boxes fill the market demand, and allow them to sell higher priced products. Unified architectures would dent demand for those.
Just my 2 cents on it all. Enjoy the ride.
That’s what the cable company wants you to believe. We sent their damned boxes back. They wanted us renting a modem that never hangs up, then buying a router just so our own computers could talk to each other. Mine used to call yours directly over the telephone!
Now there’s a computer inside the modem, another pretending to be a router, and a mess of switches, gateways, and subnet masks to do what two modems and a telephone number used to accomplish.
They took the party line, put it on a television channel, called it broadband, and convinced everybody to rent the equipment.
In my day, when somebody tried to break into your computer, you could hear the bastard dialing. And when you were done with the Internet, you hung up. Now they want you connected twenty-four hours a day.
Just wait until somebody breaks into your television through that cable. You’ll wish you’d kept your rabbit ears.
That's not what a router does. A router provides communication between two (or, theoretically, more) different networks.
Multiple computers talking among themselves would generally all be on the same network. (Or, if they're not, you'd put a whole mesh of redundant routers between them.)
I'm sorry, what?! Communications is a valuable thing. How is all that AI slop going to hit the Internet if there's no routers?