Nothing stops you from giving Nvidia half a million for their latest and greatest AI GPUs, unless you are in China I guess, but China does very well despite the export control.
It is just classic market segmentation, the thing Nvidia and just about every company that can benefit from it has done for decades. Cloud providers are ready to pay a lot of money, consumers wanting local AI have a lower budget, and gamers even lower. But a low budget is greater than zero, and there is still money to be made on these markets. But they also don't want to compete against themselves, so they are going to find ways of crippling enterprise-class workloads on consumer hardware.
It used to be that they crippled high precision arithmetic on consumer hardware, because it was a differentiating factor, but AI doesn't care about high precision, so now, it is something else.
[–] K0balt 26 minutes ago
[–] Schlagbohrer 4 days ago
[–] FuriouslyAdrift 3 days ago
These are multi-million dollar datacenter systems, not consumer. If you mean the consumer market, it's coming but it's going to be 2028-29 most likely (if the bubbled hasn't popped by then).
Strix Point is quite good but not the same thing as a DGX, though. Same idea, different methodology.
[–] smallmancontrov 3 days ago
[–] Fr0styMatt88 3 days ago
I miss the old days when they released enthusiast products like the R9 295X2. Though that’s just the gaming enthusiast market in general declining (not that this happened organically though, it feels like a deliberate choice).
[–] SR2Z 3 days ago
I have many pleasant memories of keeping myself warm just by opening Witcher 3 on my R9 390.
[–] FuriouslyAdrift 3 days ago
AMDs revenue this quarter just passed Intels for the first time in history and they still are dominating in the HPC market which is fairly immune to the AI bubble (while also selling everything they can build at a high premium to AI datacenters).
AMDs margins on their Instinct datacenter GPUs is nearly as good as nVidia's. They just can't get contract volume at TSMC to make more because nVidia buys all of it.
[–] Betelbuddy 3 days ago
https://d1.awsstatic.com/onedam/marketing-channels/website/a...
[–] podocarp 4 days ago
[–] tiahura 3 days ago
[–] sidewndr46 4 days ago
[–] smolder 3 days ago
[–] embedding-shape 4 days ago
[–] CamperBob2 3 days ago
[–] giwook 3 days ago
They're still getting plenty of Nvidia GPUs. Someone in Jensen Huang's inner circle apparently runs a number of companies in Singapore that have been found to source GPUs at scale. The catch is that she has close ties to Beijing and is suspected of working closely with their government, potentially even spying for them.
This was reported just a week or two ago and is just one example of how China is still getting their hands on resources they're supposedly unable to get.
Social processes that pull towards freedom tend to be low investment, chaotic, individualistic processes; usually just working within the voids between enclosed spaces. There are projects of significant complexity working in these spaces, but they tend to be focused on their individual goals rather than the preservation of those voids.
Social processes that pull towards structural control, in contrast, tend to be well organised, funded, and focused mostly on exerting that control as a means to further some other goal.
With a high diversity of strategic actors and their highly divergent goals, almost any movement in a space of technological change can be seen as an opportunity to implement a ratchet that encloses more ground in the service of commercial or political vision. The end result is creeping enclosure of every active commons, while the expansion of opportunities occurs only at the frontiers of technology or in the abandoned areas with minimal commercial value (until they become revitalised, at least)