Comment by rubyn00bie
14 hours ago
I don't think Apple just stumbled into it, and while I totally agree that Apple is killing it with their unified memory, I think we're going to see a pivot from NVidia and AMD. The biggest reason, I think, is: OpenAI has committed to enormous amount capex it simply cannot afford. It does not have the lead it once did, and most end-users simply do not care. There are no network effects. Anthropic at this point has completely consumed, as far as I can tell, the developer market. The one market that is actually passionate about AI. That's largely due to huge advantage of the developer space being, end users cannot tell if an "AI" coded it or a human did. That's not true for almost every other application of AI at this point.
If the OpenAI domino falls, and I'd be happy to admit if I'm wrong, we're going to see a near catastrophic drop in prices for RAM and demand by the hyperscalers to well... scale. That massive drop will be completely and utterly OpenAI's fault for attempting to bite off more than it can chew. In order to shore up demand, we'll see NVidia and AMD start selling directly to consumers. We, developers, are consumers and drive demand at the enterprises we work for based on what keeps us both engaged and productive... the end result being: the ol' profit flywheel spinning.
Both NVidia and AMD are capable of building GPUs that absolutely wreck Apple's best. A huge reason for this is Apple needs unified memory to keep their money maker (laptops) profitable and performant; and while, it helps their profitability it also forces them into less performant solutions. If NVidia dropped a 128GB GPU with GDDR7 at $4k-- absolutely no one would be looking for a Mac for inference. My 5090 is unbelievably fast at inference even if it can't load gigantic models, and quite frankly the 6-bit quantized versions of Qwen 3.5 are fantastic, but if it could load larger open weight models I wouldn't even bother checking Apple's pricing page.
tldr; competition is as stiff as it is vicious-- Apple's "lead" in inference is only because NVidia and AMD are raking in cash selling to hyperscalers. If that cash cow goes tits up, there's no reason to assume NVidia and AMD won't definitively pull the the rug out from Apple.
> A huge reason for this is Apple needs unified memory to keep their money maker (laptops) profitable and performant
None of the things people care about really get much out of "unified memory". GPUs need a lot of memory bandwidth, but CPUs generally don't and it's rare to find something which is memory bandwidth bound on a CPU that doesn't run better on a GPU to begin with. Not having to copy data between the CPU and GPU is nice on paper but again there isn't much in the way of workloads where that was a significant bottleneck.
The "weird" thing Apple is doing is using normal DDR5 with a wider-than-normal memory bus to feed their GPUs instead of using GDDR or HBM. The disadvantage of this is that it has less memory bandwidth than GDDR for the same width of the memory bus. The advantage is that normal RAM costs less than GDDR. Combined with the discrete GPU market using "amount of VRAM" as the big feature for market segmentation, a Mac with >32GB of "VRAM" ended up being interesting even if it only had half as much memory bandwidth, because it still had more than a typical PC iGPU.
The sad part is that DDR5 is the thing that doesn't need to be soldered, unlike GDDR. But then Apple solders it anyway.
> None of the things people care about really get much out of "unified memory". GPUs need a lot of memory bandwidth, but CPUs generally don't and it's rare to find something which is memory bandwidth bound on a CPU that doesn't run better on a GPU to begin with. Not having to copy data between the CPU and GPU is nice on paper but again there isn't much in the way of workloads where that was a significant bottleneck.
the bottleneck in lots of database workloads is memory bandwidth. for example, hash join performance with a build side table that doesn't fit in L2 cache. if you analyze this workload with perf, assuming you have a well written hash join implementation, you will see something like 0.1 instructions per cycle, and the memory bandwidth will be completely maxed out.
similarly, while there have been some attempts at GPU accelerated databases, they have mostly failed exactly because the cost of moving data from the CPU to the GPU is too high to be worth it.
i wish aws and the other cloud providers would offer arm servers with apple m-series levels of memory bandwidth per core, it would be a game changer for analytical databases. i also wish they would offer local NVMe drives with reasonable bandwidth - the current offerings are terrible (https://databasearchitects.blogspot.com/2024/02/ssds-have-be...)
> the bottleneck in lots of database workloads is memory bandwidth.
It can be depending on the operation and the system, but database workloads also tend to run on servers that have significantly more memory bandwidth:
> i wish aws and the other cloud providers would offer arm servers with apple m-series levels of memory bandwidth per core, it would be a game changer for analytical databases.
There are x64 systems with that. Socket SP5 (Epyc) has ~600GB/s per socket and allows two-socket systems, Intel has systems with up to 8 sockets. Apple Silicon maxes out at ~800GB/s (M3 Ultra) with 28-32 cores (20-24 P-cores) and one "socket". If you drop a pair of 8-core CPUs in a dual socket x64 system you would have ~1200GB/s and 16 cores (if you're trying to maximize memory bandwidth per core).
The "problem" is that system would take up the same amount of rack space as the same system configured with 128-core CPUs or similar, so most of the cloud providers will use the higher core count systems for virtual servers, and then they have the same memory bandwidth per socket and correspondingly less per core. You could probably find one that offers the thing you want if you look around (maybe Hetzner dedicated servers?) but you can expect it to be more expensive per core for the same reason.
>The sad part is that DDR5 is the thing that doesn't need to be soldered, unlike GDDR. But then Apple solders it anyway.
Apple needs to solder it because they are attaching it directly to the SOC to minimize lead length and that is part of how they are able to get that bandwidth.
Systems with socketed RAM have had on-die memory controllers for more than two decades. CAMM2 supports the same speeds as Apple is using in the M5.
Except they don't use DDR5. LPDDR5 is always soldered. LPDDR5 requires short point-to-point connections to give you good SI at high speeds and low voltages. To get the same with DDR5 DIMMs, you'd have something physically much bigger, with way worse SI, with higher power, and with higher latency. That would be a much worse solution. GDDR is much higher power, the solution would end up bigger. Plus it's useless for system memory so now you need two memory types. LPDDR5 is the only sensible choice.
Is it really useless for system memory or is it just too expensive and no manufacturer has bothered?
> Not having to copy data between the CPU and GPU is nice on paper but again there isn't much in the way of workloads where that was a significant bottleneck.
Isn't that also because that's world we have optimized workloads for?
If the common hardware had unified memory, software would have exploited that I imagine. Hardware and software is in a co-evolutionary loop.
> tldr; competition is as stiff as it is vicious-- Apple's "lead" in inference is only because NVidia and AMD are raking in cash selling to hyperscalers. If that cash cow goes tits up, there's no reason to assume NVidia and AMD won't definitively pull the the rug out from Apple.
These companies always try to preserve price segmentation, so I don’t have high hopes they’d actually do that. Consumer machines still get artificially held back on basic things like ECC memory, after all . . .
Nvidia is definitely preparing for this with the Opensource LLMs they are currently developing
No one cares about Metal in that space, plus CUDA already has unified memory for a while.
https://docs.nvidia.com/cuda/cuda-programming-guide/04-speci...
Can we also stop giving Apple some prize for unified memory?
It was the way of doing graphics programming on home computers, consoles and arcades, before dedicated 3D cards became a thing on PC and UNIX workstations.
Can we please stop treating this like some 2000s Mac vs PC flame war where you feel the need go full whataboutism whenever anyone acknowledges any positive attribute of any Apple product? If you actually read back over the comments you’re replying to, you’ll see that you’re not actually correcting anything that anyone actually said. This shit is so tiring.
You mean like the Neo marketing materials put out by Apple?