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by vlovich123
2 hours ago
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I think you have it backwards. Personal computing was a huge market driver in the 80s and 900 and 2000s. In the 2010s this became less so with the ramp up of cloud computing, mobile computing, and death of Moore’s law. Now personal computing is a footnote that generally takes the left overs from mobile or server and will continue to get squeezed due to lack of meaningful market demand. Prices must come down not because AIs switch to accelerators - they still need huge amounts of ram for inference* AND training - but because if RAM isn’t a pricing cartel then supply will increase. * Technically there’s at least one company I know of burning models into ASICs but you still need the RAM to store the weights. SRAM is too power and heat heavy but RAM will only get a reprieve if Cerebras pans out and given OpenAI is the company that partnered with them and then cornered the DRAM market it suggests there’s challenges scaling that approach. |
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