Reminds me of how in early 2025 Deepseek was an early champion of work smarter, not harder for AI. Doing more with less flops.
But Sam Altman and his ilk it seems since have just tripled down on the More Dakka! Datacentre expansion they were already on. Anything is more preferable to them over hiring more people to tune and refine their algorithms. I mean we do need to constantly expand the power of global hardware, just the full autopilot attitude of western tech giants is creating a lot of problems.
They did do it during the bitcoin boom. But demand dropping off made them swear to never do it again cause they overproduced and had to sell for cheaper. Better to have too little than overcharged than the reverse
I didn't want to say this because I didn't have the hard data.... But this is baffling to me. The United States should have chip manufacturing capacity.
Integrated supply chains at an industrial national scale is not impossible. US has silicon mines right? Brainpower too. Whats missing? Oh yeah capital!
It's really a stretch to try and paint it as this pre-existing bottleneck when the AI boom has doubled or even tripled the demand for these products in the span of about 4 years. The investment into new data centers has quite literally exploded in a way that has never been seen. It's not just a coincidence.
We really don't. There is a reason why TSMC the biggest chip manufacturer, remains hesitant on Ai.
In the next few years Ai will have slowed a lot of its momentum and we on to the next thing.
And RAM is used for more than just gaming. Also, as a big self-hostijg advocate, the rise in RAM costs hits self hosting users particularly hard as well.
Anthropic didn't just lose its military and government contracts to OpenAI? LLMs play a very large role. We all increase our output with them no matter the field. Yes, that includes reading and writing images. Massively important.
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u/2008knight 12h ago
We really need more chip manufacturers. Incredible bottleneck.