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[–] 43 points 1 week ago (16 children)

well, at least it is computer hardware, which famously keeps its value over long periods of time

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  • [–] [S] 35 points 1 week ago (14 children)

    This is one of the most absurd aspects of the whole AI build out in the US. Like this tech is still rapidly evolving, and we don't even know that current hardware is optimal for running modern LLMs. In fact, it's almost certainly isn't given that we already see stuff like this being developed. So, the US ended up investing astronomical sums of money into producing vast amounts of first gen chips that will likely be obsolete in a couple of years. Meanwhile, the part that is actually needed is power generation since whatever future chips are made are still going to need power, and that aspect has been almost entirely ignored. Incidentally, the situation appears to be completely opposite in China. There's been a massive investment in the grid, but the data centre build out has been very modest.

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  • [–] 17 points 1 week ago (3 children)

    I am convinced that it is an effort to control who has access to AI and compute in general more than it is for the AI.

    They wanted to make sure that they didn’t have any competition and that you would have to rent from them.

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  • [–] 6 points 1 week ago (2 children)

    I am 10000% in belief of this. Its not tinfoil hat. They want to own your compute. Then youre absolutely beholden to them, and they can control the narrative and sow dissent even better.

    Log onto bezosnet with your faceid and blood sample please.

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  • [–] 13 points 1 week ago (3 children)

    I'm just hoping I live to see all these GPUs go for pennies on the dollar when the bubble pops.

    Gonna do a lot of video processing and rendering

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  • [–] [S] 12 points 1 week ago (2 children)

    yeah I'd like to pick up a couple of H200s on the cheap :)

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  • [–] 3 points 1 week ago* (3 children)

    Huawei accelerators are starting to show some muscle I believe GLM5.3 runs on them. The West wants to fully monopolize AI but China is starting to already catch up.

    However Huawei also doesn't seem to sell their AI accelerators the public market outside of China. Not sure why they don't want gain market share there.

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  • [–] [S] 3 points 1 week ago (2 children)

    I'm guessing it's a question of capacity. They're obviously going to prioritize domestic market first, but I expect in a few years we'll see exports ramp up.

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  • [–] 1 point 1 week ago (1 child)

    Getting some chips out is important to grow a base and get software support going. Maybe deployment still requires too much specific software for now. But while China is catching up it's a bit sad that few can get their hands on the Huawei GPU's for now.

    I think GamersNexus got one quite a while ago but didn't manage to get it to work? Haven't seen an update on it anyway

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  • [+] -6 points 1 week ago (1 child)

    China already has the dirt on all its citizens. That's why there's no rush for them. Usa wants to jam as many in as possible before the bubble pops or the public boycotts them. These I bet are mostly for surveiling citizens.

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