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Cake day: June 6th, 2023

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  • They’re mostly not AI specialized, though. That’s why they’re so inefficient and why their demand contends with consumer hardware in the first place. Which makes sense, because AI is still in rapid development. They don’t know what the right answer is yet, but they know they need a bunch of fast memory and parallel processing.

    The AI specific hardware being added to GPUs is still pretty general. CUDA cores are just parallel compute. Tensor cores are for doing parallel compute with fewer bits of precision. Yes, there are niche applications for fp16 and lower, but rendering is one of those applications.

    We also need to accept that this isn’t the crypto bubble, this is the dotcom bubble. Like it or not, there is a real advancement in technology happening here, and it’s not going away. The bubble will pop because there’s far more money being invested per unit time than can be returned as profit per unit time, not because the tech is a farce. Yes, 99% of AI applications right now are a farce, but that 1% are giving us actual useful abilities we simply didn’t have before. Point being: our world after the bubble pops will still make use of AI, so any hardware over-production will still be useful to the general public for AI applications.


  • The big problem is that nobody thinks about those people that don’t have the hardware right now.

    Literally yes they do, because even though they don’t have the latest and greatest hardware, they have some money to spend. That’s the argument being made: until now the assumption was that new hardware would get cheaper over time, and people would gradually move to new hardware. Devs spend years making games, and historically bank on that assumption so that when the game comes out, it has the largest audience available to purchase it.

    The fact that it looks like that won’t be the case in the near future means devs have to shift their behavior to accommodate what their playerbase has, i.e. continue developing and optimizing the same hardware.

    That said, this is all temporary. Whether they widen the pipeline, or the AI bubble bursts, in 2-3 years there will be a deluge of hardware hitting markets. (Provided trade/actual wars don’t get in the way, which is the bigger concern imo).