Jump to content

thorhammerz

Member
  • Posts

    674
  • Joined

Reputation Activity

  1. Funny
    thorhammerz reacted to Stahlmann in Yet another German government vows to abandon Windows.   
    I can't wait until the government completely kills interoperability between different government agencies because every branch has its own flavor of Linux and uses different software for menial tasks. And suddenly the tax office can't communicate with Customs anymore because they can't open each other's files. Man, that would be so German.
  2. Like
    thorhammerz reacted to leadeater in Yet another German government vows to abandon Windows.   
    It wasn't really specifically about you, but included yes. People tend to really only care when it affects them otherwise there is little reason to. Just how it goes.
  3. Like
    thorhammerz reacted to leadeater in U.S. revises chip export rules to China, RTX 4090D likely to be affected   
    Nvidia just did that, available to the market soonTM
  4. Like
    thorhammerz reacted to Kisai in VStream (a competitor to Twitch) Announced its notice of closure   
    That's why you need the head node server somewhere that isn't your backyard. If you use just your own connection you're probably violating the ISP ToS anyway of not operating servers without paying for the business tier (which tends to be billed by the byte with no "unmetered" option.)
     
     
    I mean like NSFW streams, Intentionally-copyright ignoring (music, video, pirated games, etc), problematic games where the rights owner (Eg Nintendo) will throw a fit if you play modified versions.
     
    This doesn't even ask how you would get payments. Because, again, the reason Twitch can't offer NSFW is because the payment networks won't give them a discount on intermingled NSFW high risk payments with low risk ones. Let's assume we side-step this and say people had to pay with Ethereum or Bitcoin, that still leaves the question of who is going to convert this to and from fiat money.
     
    If you can't pay for membership with a VISA or Mastercard, your subscription model is dead in the water.
    Like, seriously:
    https://techcrunch.com/2024/03/15/gumroad-no-longer-allows-most-nsfw-art-leaving-its-adult-creators-panicked/
    https://thehill.com/policy/technology/548279-mastercard-updates-policy-for-adult-content-sellers/
     
    The payment networks do not care about catering to things like streaming, adult or not. This is one of the reasons why webcomics are basically dead or dying, because the only way they can make any money is by printing physical books now. There is no money in "ebooks" at all except to do feedback farming, and that's largely being done by AI now.
     
    Make garbage digital product -> put ads on it = ad revenue model destroyed
    Make garbage digital product -> put on amazon = Amazon feedback model destroyed, market flooded with garbage.
    You can also substitute Amazon with eBay, Walmart and Bestbuy. Even "Youtube" itself, the feedback/likes are irrelevant because bots can massively "like" or "dislike" anything.
     
    Every time a tech solution comes up to solve a problem, the reason why that thing was regulated in the first place rears it's ugly head, and that solution becomes worse than the problem it tries to solve.
     
    Anyway, I'm all for people trying, but it's pretty clear that anything intended to compete with Twitch or Youtube either needs massive pockets, or has to leverage a P2P model. And once you switch to a P2P model you've pretty much let any possibility of monetization go, since you're going to have to deal with some ugly payment monster that will tell you what content you can make and can't make.
  5. Agree
    thorhammerz reacted to leadeater in Are you getting Deja vu? 14900KS releases and breaks the clock speed record at 9.1GHz   
    Oh they can and do sandbag, it's about how. It's called product segmentation. You have Intel spending a lot of engineering resources on making their uarch slightly better and slighter faster which is not sandbagging however leaving the actual consumer product portfolio in a complete state of underdevelopment due to lack of competition while on their enterprise/datacenter product portfolio actually bringing to market significant product developments not just based on uarch improvements but actual full SoC/CPU development and progression.
     
    Intel was never forced to do this, there was no logical business reason to over invest and over spend in consumer desktop products with no reason to do so, so they didn't.
     
    There is very little demand for performance scaling in the consumer market, small gains is actually "enough" while enterprise/datacenter actually does demand and required generation over generation significant improvements to sustain and maintain that market growth and their requirements overwise datacenter operators would actually run out of rack space, floor space, building space, land area, power deliver etc. Not only do they actually require it, truly, but will also pay for it meaning Intel delivered on product developments to suit those customer demands and requirements.
     
    There is a huge difference in product development between Intel consumer and enterprise/datacenter portfolios up until consumer market competition reappeared.
     
    And if you think otherwise then Intel actually halving their price of entire product stacks in workstation and server literally as soon as AMD showed real market competition, on existing products!, is very damning evidence of this. You can't half the price if it's not still actually profitable which means the margin on it before was significantly higher specifically due to lack of competition not engineering costs etc.
  6. Like
    thorhammerz reacted to starsmine in Are you getting Deja vu? 14900KS releases and breaks the clock speed record at 9.1GHz   
    I can never hate on the ks versions of chips. I think they are just dumb fun. Negative opinions on it always seem to just miss the point hard. its not there to try to beat ryzen, its just there to see how hard you can push it. Competition literally does not mater here. I dont even understand the "dont recommend" statements like that needs to be explicitly said. no one asking the question of what PC to buy is even looking at that budget, the same way you dont recommend a porshe 918. 

    like a Dodge Demon hellcat, stupid fun, completely unusable. 
  7. Like
    thorhammerz reacted to podkall in Nvidia now offering day passes for $4 and $8. But at least we got G-Sync and Reflex right? Right?   
    What better way to experience GeForce NOW, than toDAY?
  8. Agree
    thorhammerz reacted to starsmine in White House urges developers to avoid C and C++, use 'memory-safe' programming languages   
    its how computers work at a fundamental level. 
  9. Agree
    thorhammerz reacted to Ydfhlx in OpenAI unveils "Sora." A prompt-based short video generator with amazing results   
    Good luck running that model with 8GB of VRAM and consumer chips. Not to mention latency issues.
     
    Nvidia was dreaming about it because margins they make on cards actually capable of training and running these models are insane.
  10. Like
    thorhammerz reacted to leadeater in Sam Altman seeking 5-7 TRILLION in backing for Open AI CPU Creation   
    That's the same as everyone else and older processes aren't useless, not even after a decade. That's really the point, anyone can design chips, few can actually make them.
  11. Like
    thorhammerz reacted to Taf the Ghost in Sam Altman seeking 5-7 TRILLION in backing for Open AI CPU Creation   
    I mentioned if he wanted to make an entirely new Fab industry. That'd require building a completely parallel system that, even with licensing, would need to invest R&D to the tune of a trillion USD. Duplicating the most advanced supply chain of the most advanced production lines in Human History is really, really expensive. A big build out of new Fabs over a decade would cover most of that first 1 Trillion USD.
  12. Like
    thorhammerz reacted to LAwLz in Disney Invests 1.5 Billion in Epic Games to create Disney branded titles   
    A i the only one who likes Epic games? I don't really see why they get so much hate. 
     
    They have been fighting to lower fees and increase profits to game developers.
    They have helped uncover a lot of illegal practices from both Google and Apple.
    They are a counter balance to the near monopoly that steam has. 
    Their game engine is fantastic and really pushing the industry forward. 
     
     
    If their biggest crimes are things like "they made a few game exclusive to their launcher" and "their store lacks a cart" then I'd say they are angels compared to most other gaming companies. 
     
    Maybe there is something I am missing, but all the good they have done seems far greater than the potentially slightly negative things I've heard them do,yet people talk about them as if they Epic games came over to their house and ran over their dog on purpose. 
     
    It is possible that I have missed something though so feel free to enlighten me. 
  13. Funny
  14. Like
    thorhammerz got a reaction from Obioban in The US Government Blocks Export of NVIDIA’s A100 AI GPUs to a Chinese Firm   
    IIRC, around 2/3rds of the trade (in GDP) is within the NAFTA itself. If trade stops tomorrow, North America in all likelihood experiences a nasty recession with product shortages across the consumer electronics space for several years. But it'll also be all over in 5-10 years (industrial reshoring to mainland & Mexico is an ongoing process, but hardly complete).
    While yes, it allows massive budget deficits (and will only get larger as the boomer generation continues their 25-year-long sojourn into senescence... whatever red numbers Congress is passing now is only going to get larger for probably another decade), the economic "drag" is still very much real. Most of the consequences are simply several decades further out than what most doomsday pundits larp on (the short version being "when its time for the millennials to retire").
     
    There is (at this time) no alternative ("hard" currency like Gold & Bitcoin are off the table because they are hard: modern society & economy operates on being able to "poof" up line items on both sides of banking balance sheet into existence), simply because nobody wants anyone else's fiat/debt (the Europeans shot themselves out of contention after the last financial crisis).
     
    I would argue the military bases themselves aren't important for the US: without the Soviet threat they are primarily for the benefit for the local power in saying "we have American troops here, attack and you anger Uncle Sam". The important part is the navy, which is blue water capable regardless of whether the aforementioned bases exist (having a navy means you get to pick and choose where the fight happens, and if you don't win, you run away and fight again another day).
     
    The "problem" China faces is multi-faceted. Just looking at the non-financial parts of it (as books can be cooked to delay problems almost indefinitely)
    A horrible demographics structure. Domestic consumption led growth is basically an impossibility upon consumption saturation of their existing population. Cue their own boomer generation moving into their late 60's and 70's over the next decade, and the CCP will have to start being extremely creative in how they want to implement old age support (basically from scratch), on top of the productivity losses that comes with lots of people retiring (and not enough replacements filling in). They import roughly 70% of their energy, most of which comes via tanker on the ocean. And most of that is from a continent (or two) away. It doesn't take much for anyone to interdict the Strait of Hormuz or the Strait of Malacca and China is SOL within a year (they have lots of missiles and lots of smaller ships. Little of which is useful in actually securing safe passage through Malacca, let alone the Persian Gulf). Or for anyone unfriendly with the Russians (a list that isn't quite so short) to start causing "accidents" to Russian sourced tankers, for that matter. Should the Russian system continue to degrade (extraordinarily likely given their own demographic decline, and the gutting of what remains of their working age population to fuel the war effort), they lose their capacity to manufacture fertilizer for export. Once that happens, China goes into famine, and it's certainly not the first time the Chinese space has experienced one. Industrial scale agriculture requires industrial scale inputs. Couple that with bad relations towards their export markets (some of whom are having their own demographic collapses), and either Xi finds a way to walk a 5000 km long tightrope, or we get to see some not-so-nice fireworks in the Chinese space sometime over the next few decades. This is not to say "China is doomed", insofar as this says "China has multiple shotguns pointed at its head, and it has little agency over when/where they may fire".
  15. Funny
    thorhammerz reacted to da na in The US Government Blocks Export of NVIDIA’s A100 AI GPUs to a Chinese Firm   
    Can't wait for the China-specific A99 with 0.3% fewer CUDA cores...
  16. Like
    thorhammerz got a reaction from Deadpool2onBlu-Ray in A 4070 SUPER is better than a 3090? Wow. Nvidia showcase SUPER GPUs   
    They remember a time when a certain tier of products were sold at another (in this case, lower) price point. Some however, believe they are entitled to the products at the old price point. Look no further than the poetic waxings on how the vendors/manufacturers are all immoral for changing the price against their favor.
  17. Informative
    thorhammerz reacted to porina in A 4070 SUPER is better than a 3090? Wow. Nvidia showcase SUPER GPUs   
    Wafer sizes are standard on the leading nodes at 12"/300mm. Cost per wafer is speculated to be 20k for N3, 16k for N5, 10k for N7. We may never know the real numbers and each major customer is likely to be able to negotiate their own special rates rather than go off a price list. There is a 25% increase in cost per area going from N5 to N3, meaning for the same die size expect that component cost to go up correspondingly. Alternatively you could go to a smaller die to offset cost. Given the increase in density is greater than increase in area cost, it makes the potential transistor count per cost increase by 28%. Nvidia uses custom 4N based off N5 so presumably costs are similar. If this is remotely correct, the move to N3 from N5 class seems a no-brainer.
     
    I'm not in the right mind state to do it right now, but it should be possible to do a "cost per transistor" of GPUs through recent generations and see if there is a trend there.
  18. Agree
    thorhammerz reacted to Deadpool2onBlu-Ray in A 4070 SUPER is better than a 3090? Wow. Nvidia showcase SUPER GPUs   
    5080 will not be $799. Those ships sailed long ago. You're only upgrade path for south of $799 will likely be the "5070". I don't know why people are so optimistic that prices will go down next gen
  19. Agree
    thorhammerz got a reaction from Needfuldoer in Hyperloop Bankrupt and Busted.   
    The bizarre simply propagates themselves into reality when interest rates are zero/near-zero 😂.
  20. Agree
    thorhammerz got a reaction from thechinchinsong in NVIDIA Plans to Launch Export-compliant GeForce RTX 4090 "D" Cards for China   
    If a large business touches the US financial system (credit / payment systems / banking if anything along the way ever touches SWIFT), the US government has levers to induce compliance if they suddenly decide to care one day (regardless of whether such "care" is justified or not).
  21. Agree
    thorhammerz reacted to leadeater in NVIDIA Plans to Launch Export-compliant GeForce RTX 4090 "D" Cards for China   
    It's a commerce and trade restriction, which is different from manufacturing. That's probably an over simplification but the main objective is to stop the commercial usage of the products in the restricted economic zone. 
     
    Beyond that, and where it gets all "difficult", the silicon die manufacturing is done by TSMC in Taiwan which matters from the US point of view due to that long standing position on that.
     
    Nvidia isn't about to let trade secrets out about how to actually make the GPU dies so the US isn't exactly worrying about that, that risk hasn't changed and won't change in decade times spans either for example. So technically even if the GPU die were being made within mainland China that doesn't mean there is a direct risk of the technology being stolen and given to foreign technology companies.
     
    Personally I think it's completely pointless because China will develop AI technology with or without Nvidia GPUs, or with ones not quite as fast. Brute force does apply here, having to do it less efficiently with more systems using more power is completely an option and I doubt China cares if they have to do it that way. If they have to do it on CPU they will, if they have to buy compute capacity from another country they will, there is always a way.
  22. Agree
    thorhammerz reacted to porina in NVIDIA Plans to Launch Export-compliant GeForce RTX 4090 "D" Cards for China   
    It goes wider than that. I'm a UK citizen, and used to work in a technical role for a UK company that had a US HQ. I was bound by US export regulations and also SEC rules on what I can or can't say about company information and to who.
     
    Nvidia certainly would fall under those. It doesn't matter where the product is located, even if outside the US. If it is restricted it can't go to China without breaking US rules, and I think most companies don't want to test what happens if you do. There may be ways for 3rd parties to do this, for example by buying it then re-exporting it under false declarations. Nvidia could not knowingly enable this.
     
    Without reading the fine print, I believe the regulations affect the GPU die itself. The rest of the board is useless without it so they can still get made in China if they want. The fitting of the die would have to be done outside China.
  23. Agree
    thorhammerz got a reaction from igormp in NVIDIA Plans to Launch Export-compliant GeForce RTX 4090 "D" Cards for China   
    If a large business touches the US financial system (credit / payment systems / banking if anything along the way ever touches SWIFT), the US government has levers to induce compliance if they suddenly decide to care one day (regardless of whether such "care" is justified or not).
  24. Informative
    thorhammerz got a reaction from Mark Kaine in NVIDIA Plans to Launch Export-compliant GeForce RTX 4090 "D" Cards for China   
    If a large business touches the US financial system (credit / payment systems / banking if anything along the way ever touches SWIFT), the US government has levers to induce compliance if they suddenly decide to care one day (regardless of whether such "care" is justified or not).
  25. Like
    thorhammerz got a reaction from Taf the Ghost in China announces rules to limit spending on video games   
    I would conjecture that they're just blindly firing their darts (and praying some stick), hoping that the populace's productivity will magically rise because they suddenly can't enjoy their games as much.
×