jj4211

Keep in mind these are dual socket systems, and that's CPU without any GPU yet. So with the CPUs populated and a consumer-grade high end GPU added, those components are at 1500W, ignoring PSU inefficiencies and other components that can consume non-trivial power.

For USA, you almost never run a 20A circuit, most are 15A, but even then that's considered short term consumption and if you run over a longer term it's supposed to be 80%, so down to 1440W. Space heaters usually max out at 1400W in the USA when expected to plug into a standard outlet because of this. A die-hard enthusiast might figure out how to spread non-rendundant multiple PSUs across circuits, or have a rare 20A circuit run, but it's going to be a very very small niche.

Ah, ok, that's fair. I agree that codec/bitrate choice has made a lot of ostensibly '4k' content look like crap, so why have 8k when many providers/internet connections won't even cover the requisite detail to drive 4k in streaming.

Even if the electios are free in fair, I don't think he'd be done in November.

The only way he's "done" is if GOP loses every single last senate seat up for grabs. Every single one in Nebraska, Wyoming, Montana, Idaho, Kansas, Oklahoma, South Dakota, West Virginia, Florida, Texas, etc.

Hell, most analysts think that Democrats don't have a realistic chance of even getting a simple senate majority, let alone a veto-proof one or even a filibuster proof one.

If they don't then they cannot remove anyone from office, they cannot override vetos. Yes, they can decline to pass bills, but given their stance of 'executive branch has supreme power', they'll just do illegal executive orders and ignore the courts unless the supreme court agrees with them. Trump is already declared immune from any and all crimes except by the Senate and has the ability to pardon any and all federal cases, and that's assuming his own enforcement agencies even bother trying to punish anyone...

But then there are the differences.

Let's say the COVID vaccinne triggered a whole lot of new pharmarcies that specialized only in vacinnes. Still good news for Moderna. Except those new pharmacies can't quite afford the vaccines they set up their business to work in. Moderna's stock is so high though, that they can leverage that stock to get money to invest in those new pharmacies to give them money so they can buy the vacinnes.

Then the pandemic passes and those pharmacies have no business and fold and their market cap collapses to zero and Moderna spent a bunch of money they didn't actually have on now worthless equity, and their revenue and perceived value drops back to pre-bubble levels. Except even lower because they incurred liabilities that they didn't have pre-bubble.

For the crypto bubble, nVidia went out of their way to keep their financials out of it. But for AI they've been giving their biggest customers the money they need to buy nVidia's product. Basically a cyclone of big top line numbers self-funded but enough to drive the markets wild for nVidia stock. The big players have likely already ensured billions of more secure assets that won't pop as hard and so "why not?" to play with the extra 'free' money to see how big the numbers can go.

start focusing on TVs that actually last now…

That only makes their "people need to refresh their sets for our bottom line" even worse for them.

BTW, 30 years ago TVs were expensive and still failed. There was a viable TV repair industry because it was worth spending the money to repair and easier to repair.

Anecdotally, my Plasma and my LCDs have been more problem free than when my family had CRT TVs back in the day.

Umm.... ok, but that's not really related to this article...

Everyone ditching H265 in favor af AV1 universally doesn't make TVs sell any more or any more expensive.

Certainly his use of LLM was stupidly egregious, but he found that even by those standards the math results underpinning the LLM were way off.

Yes, they connect by PCIe and thus the physical mismatch may be overcome, but they also are now drawing 15kw. More wattage than any circuit in my residential breaker box can handle.

Even if you did, there's not even a whiff of driving circuitry for a video port, so your only application would be local models, and if the bubble bursts, well that would seem to indicate that use case would be not that popular.

No I would expect that these systems get rented out of sold to supercomputer concerns for super cheap if a bubble pop should occur.

The server boards would pretty much have to come with them. Also, and if those cpus go as high as 500W, and as a result a lot of homes might not have a powerful enough socket to power them. Even without GPUs, might need something like a dryer outlet to realistically power.

They have already leveraged their stock beyond their entire pre-AI market cap. There is no return to the old days now. If the AI boom goes bust on them, they have left themselves impossibly exposed. They will owe more money than they can possibly pay back.

They took what should have been a slam dunk to sell shovels for a gold rush with a nice fallback to previous viable business into an existential threat to their business.

A lot of the "AI" layoffs were using it as a plausible excuse for layoffs they wanted to do anyway. So I don't anticipate a lot of them coming back.

In fact, if the models are ingesting this, they will get dumber because training on LLM output degrades things.