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this post was submitted on 03 May 2026
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Several years behind in what sense?
AI workloads in datacenters don't care if the silicone is slightly bigger or less efficient, an AI workload doesn't need fancy instruction sets.
for use in desktops or laptops, sure NVIDIA can be years ahead but for AI stuff do their improvements really matter?
Well we all don't have a government pursuing renewable that makes power costs predictably drop over time. Efficiency matters when I'm looking at my power bill thay went up because of a near by data center being built
That sucks for Chinese residents if the power company will jack up their prices, but is it going to make a huge difference in an industry where all companies are losing money to pay slightly more for the electricity?