Comment by overfeed
2 months ago
> Now suppose Apple goes to any of Samsung/Micron/Hynix and says "we'll pay you the entire cost of building another DRAM fab and in exchange we want its entire output"
It's revealing that they aren't doing this: no one wants to fund that gamble on the state of AI demand 12-18 months out, but ate happy to capitalize on their current product lines/capacity.
> Desktops can dissipate more heat than the amount of electricity you can draw from a typical household wall outlet
100% agree, but the data center power and cooling infra are not limited by home wiring, and go way beyond what a wall outlet can safely provide (1,440W max on a typical 15A circuit at 120V). A single H100 maxes out at 700W
> It's revealing that they aren't doing this
They are doing this. All three of the DRAM manufacturers are actively expanding capacity. It's just not an instantaneous process.
> 100% agree, but the data center power and cooling infra are not limited by home wiring, and go way beyond what a wall outlet can safely provide (1,440W max on a typical 15A circuit at 120V). A single H100 maxes out at 700W
A desktop with the performance and the 160GB of VRAM of two H100s would sell like hotcakes. The power consumption is also largely proportional to the amount of compute rather than memory, and can be significantly improved by using lower clock speeds and then either making up for it with wider silicon or just not caring that it can run the same model but is e.g. 25% slower than hardware that uses twice as much electricity.