(Justin)
Tech nerd from Sweden
I honestly don’t think investors can tell the difference between LLMs+SD and more useful neural networks like audio and video filtering tools. All the money is in LLMs, anyways, I don’t think anybody is buying $1B of datacenter CPUs for the more useful kinds of AI.
That’s true, Nvidia’s fall will probably crash the whole market. SOXL tickers don’t trade in unison though, see how much Intel fell in the premarket without affecting other stocks. Of course, Intel is a tenth of the size of Nvidia.
ARM and Qualcomm aren’t really involved with AI, and AI only makes up 15-20% of AMD’s revenue. Nvidia the one to watch out for, an entire 85% of their revenue is just AI and Mellanox. The Nvidia pump has been insane.
There’s probably a huge story behind why Intel replaced their fab chief just days after it was revealed that he okayed sending out oxidized chips.
Intel is a failing company and has been for years, it has nothing to do with the tech industry. They failed to invest in chip fabrication, and their designs are soundly beaten by AMD and Nvidia. Look at AMD and Nvidia, they’re making record profits and hiring.
Also, the tech industry is a huge place, there are plenty of opportunities outside of the hardware niche that Intel operates in. I will admit though that the current interest rates and risk of recession does make it harder for junior programmers.
Well, you can give money to Reddit for a piece of paper, but unless Reddit is claiming copyright to the content posted there, then they can’t sue anyone for not paying. It would be very interesting to see the text of these “licensing agreements”.
Exactly this. You can claim that their scraping is abusing your servers, but the moment you claim copyright for the content of the site, then you give up your Section 230 rights.
Intel is about to have a lot of lawsuits on their hands if this delay deny deflect strategy doesn’t work out for them. This problem has been going on for over a year and the details Intel lets slip just keep getting worse and worse. The more customers that realize they’re getting defective CPUs, the more outcry there’ll be for a recall. Intel is going to be in a lot of trouble if they wait until regulators force them to have a recall.
Big moment of truth is next month when they have earnings and we see what the performance impact from dropping voltages will be. Hopefully it’ll just be 5% and no more CPUs die. I can’t imagine investors will be happy about the cost, though.
The latest AMD cpus do have transcoding, but Amd transcode isn’t very good and isn’t very compatible with Linux.
You can pick up an Intel A310 single slot GPU for $100 and it has AV1 encode, which is something that the igpu QSV doesn’t have. Works very well in my Epyc motherboard with 76 pcie lanes. I definitely recommend going with an ATX 1st gen Epyc cpu+motherboard if you want something that can do NVMe raid.