computer part manufacturers themselves are losing stock profitsAI's are predominantly software organzationsbut this is hardware:CPUsSSD storageits all going down
don't question investors. They'll just run AI in their imaginations
>>545246950The stock price going down doesnt mean the component price will
When the bubble pops, I'm building a PC with 1Tb of RAM and 10Tb of SSD storage, just for the lols.
>>545246950Components are at all time high.
Delusional inbred incelsStay poor forever
Two more datacenters and they're profitable.
>>545247398Building your own PC is not coming back. Modern integrated architectures have high-bandwidth memory on chip.Maybe they make a build-a-bear like workshop for PC boomers where you can choose the color of the housing or something.
>>545247649>Modem integratedLike what? You know Intel and AMD servers aren't running integrated shit they are running xenon's and epyc
Fuck emI hope their hubris costs them a lot and the bubble keeps burstingThese fucking datacenter prices are obnoxious
>>545247741Using separate RAM for CPU and GPU is just wasteful and it's going away.
The last big AI value added I read Starbucks is rolling out AI customer identification to tag everyone who enters their stores and change menus based on who you are. Something no one wants. It's a bubble.
>>545247843GPU and CPU memory is different, unified memory works on slow ass GPUs and is bottlenecking its performance.
>>545247649>delusional beggingFucking ipad faggots.
>>545246950Will this make storage and ram cheapers?
>>545247398thats not how it works. data centers do not use the memory you use. they use the same manufacturing plants. so even if those data centers dump their hardware, none of it will be of any use to you whatsoever. it's not even DDR5. it's HBM3E and other types of high-bandwidth memory that's soldered directly onto the package next to the GPU core. it can't be repurposed and it's utterly useless for normie use.
>>545248234>you can't kludge a server into a PCInteresting. You appear to be disabled.
Trump may lose a lot of support in this election. Investors aren't sure what Trump will do, and they aren't sure what the new majority will do. And so they're uncertain. Not surprising the market is dipping.
>>545248234Okay, but once AI kikes stop buying the whole stock of chips the supply should still increase.
>>545248150>unified memory works on slow ass GPUs and is bottlenecking its performance.Tell this to apple and nvidia. They need to hear about this before producing more slow ass, bottlenecked computers.
>>545246950>>545246989>>545247398>computer part manufacturers themselves are losing stock profitsTheir profits are actually up another 25% this quarter based on the earnings report they just released, with a projection for profits to double in 2027 and 2028. 1.5 trillion in AI spending up from 850 billion in 2026.The selloff is because the market is totally irrationally bearish while the companies themselves are profiting massively.You will never afford your gay little computer and that's a good thing. Get a real hobby, /v/turd.
>>545247398Prices are never going down. Just like GPU prices never came down after mining boom.
>>545246950Jeetu Patel is on it he has the solution
>>545248346Okay, let's ask Nvidia.Dedicat>By using explicit prefetching (cudaMemPrefetchAsync), speeds double to 10.9 GB/s, putting it nearly on par with standard cudaMemcpyAsync (11.4 GB/s).UnifiedIn integrated platforms like the Microsoft Surface Laptop Ultra featuring RTX Spark, this unified LPDDR5X memory architecture shares up to 300 GB/s of bandwidth across a 128 GB memory pool.Oh look, Nvidia agrees with me, who could've thought
>>545248738So you gonna desolder those RAM chips for your server?
>>545249334Servers use dedicated GPUs
>>545246950it's going down because cxmt and other chinese companies are ramping up production and make a fortune.
>>545247649>Modern integrated architectures have high-bandwidth memory on chip.you mean... a cache?or did you mean to say "on die"?
>>545249388>>545249519Please tell me where to find the removable RAM sticks.
>>545246950stockeja these nuts
>>545247649Even Intel's system on a chip still has separate memory.
>year 5 of ai craze>ai still only good for local hentai image gens
>>545249435Not nearly enough unfortunately. They'd need to 4x their projected wafers to really make a dent in the next couple years.
>>545246950The entire system was found to be self-injecting money for profit like bitcoin scammers did. Eventually that funneling stops working eithout fresh money, and AI has failed to generate anything but 4 faggots writing prompts for free.Their last beach was “you need to buy AI to protect you from AI” but that only made people see the obvious retardness of that statement.All that is left is to sit down and enjoy America self-imploding as mutts will bailout them all with taxpayers money and start another recession when that bailoit does not return because both the lack of profit and recession.And the funniest part…you faggots did this before with .net. You never fucking learn.
>>545248425>Profits are up because of artificial scarcity>Reinvest it all in the thing that generated noneNothing is more retard than a mutt investor.
>>545247649Personal computing with custom parts isn't gong anywhere.Modern industries rely too heavily on it.Imagine having to connect to a datacenter every time you want to edit some video or make some 3D asset.It would be incredibly insecure for one and introduce another point of failure and latency. No industry would willingly adopt it, and if they do people would just migrate to solutions that offer them more control over their hardware and software.It's like forcing trains on a country of people used to owning personal vehicles.
>>545249738>Even Intelok boomer>>545249952>Modern industries rely too heavily on it.No they don't. We have seen consumer brands closing. It's all AI now - hence why people talk about an AI bubble.You can get a complete GB10 chip system with 128GB of unified memory for 5000 bucks.There's nothing comparable you can build yourself for that price.
>>545248346They're building slow bottlenecked computers because they want you to be paying them for the entire thing. They dont like the idea of you buying RAM from someone that isnt NVIDIA so now they are putting 200$ of RAM inside the GPU and charging you an extra 500$ for it, and its all or nothing. And by "you" I mean infinite money fountain AI retards who are buying these chips by the thousand without looking twice at them. Actual consumers would reject the trend but right now we are in the computer equivalent of the southern US Real Estate market where they're just pushing million dollar mcmansions that are missing basic shit like forgetting to blueprint a house with sinks in the bathrooms, because they are selling them sight unseen to people from across the country,
>>545249667My guy, that is a dedicated ram on GPU and CPU this isn't unified memory. Are you retarded?
>>545248425Their valuations are absurd even with increased profits and despite what ever they say the profits will not keep increasing because AI hyperscalers are running out of money.
>>545246950The AI shitfest best bullshits are;- You will be replaced but no worry everyone will live like a millionaire ... because and just.- The mass will have no income to buy the products but that's no problem because the corps never wanted to sell to the public.- Profit will be high and cemented even if it's openly admitted they don't care with the consumers and the demands.- It's sustainable business model even if all of them on government infusions.- Etc
>>545250313>that is a dedicated ram on GPU and CPUyes but you still didn't tell me how you want to use that RAM to build your own server.>>545250313>this isn't unified memoryIt is retard. Both CPU and GPU can access the same memory without making copies.
>>545250742Unified means you have one RAM for GPU and CPU.That is HBM ram on GPU and DDR on CPU.Basically you don't understand what you are talking about and are arguing over soldered/unsoldered not understanding that soldered == unified
>>545248425>market is totally irrationalkek. the things baggies say
>>545250896Alright if logically unified memory is not enough for you then show me the RAM sticks you are going to use for your server on this physically unified architecture.
>>545251033You keep using words but the words you use don't mean what you think they mean. That's where your confusion arises.
>>545251033>It functions as a dedicated GPU accelerator rather than a hybrid CPU+GPU APU, so it does not merge CPU and GPU domains into a single unified system memory pool in the same manner as the MI300A, though it provides a massive local HBM3 capacity for large AI models.Yeah it's GPU, it does have unified memory but it's design is not to be used on CPU
>>545251178>it's design is not to be used on CPUBecause it literally is a CPU.
>>545251278>AMD CDNA™ (Compute DNA) is a datacenter-focused GPU microarchitecture built by AMD for high-performance computing (HPC) and artificial intelligence (AI) workloadsBrother, just use Google.
>>545251419Idk what you want from me.
>>545251460Literally says it's CPU and GPU unified and the design dock says it's designed to be used as GPU rather than CPU and CPU is for support work.Not that ducking hard to grasp is it?
>>545247301It will because gamers are unrionically their lifeboat
>>545251460Unified memory for inference not for training models. My company has the same problem we make NPUs but can't train models on them. Worthless little fuckers
>>545251536You're arguing with an idiot. If you stop now, your life will improve.
>>545251572there are no games in 2020s(except old ones)
>>545248150No. Maybe in the high end segment. For 1080p medium settings an integrated GPU, like 780m or the 8060s is running fine with ddr5 6400. Low to entry medium rigs gonna be 10x10 cm big gaming PCs and running every emu for any console. Use Linux and youre fine with 32 GB RAM
And low Power consumption, 50-100watts
>>545247649Yes, it is. Their dumb terminal model will never work. They've gone all in on AI far too early, and it's about to blow up in their (our) faces. The public perception of AI before any major disasters is already bad, and it won't get any better when the disasters occur.
>>545247398Same, and with a 5070. Just to launch youtube and idgaf.
>>545251536>>545251731I'm sure your server with outdated RAM sticks will be a great electric heater. Good luck with that.
>>545251851My server is running on unified memory, literally just using the CPU, GPU is only used to output nothing else. Different servers require different hardware. I know, a revolutionary idea.
>>545248346>Tell this to apple and nvidia. They need to hear about this before producing more slow ass, bottlenecked computers.gotta admit the M series SoC procs Macs agree
>>545246950Thus is more /g/ stuff but I'll allow it,
>>545247398Anon,This is the old timey computer crash. AI is just how it is done now, and you turned into an old man.
>>545252062Share some details about your setup, anon.
An awful lot of people in this thread alone seem to be pretty confident they know what's going to happen.However I think this is just hubris.None of you know shit.>AI is just how its done nowBlow it out your assWe don't have the power production necessary for everything to run this wayNot even close>Just buy more powerWhen you think this way, that's how I know you're retardedI've seen this exact argument countless timesNone of you have a fucking clue
>>545246950AMD and Nvidia are bricking existing GPU with their stupid patches.
>>545257395>bricking existing GPU with their stupid patchessaid by the stupid outsourced DEI "programmer" who AI shitted out those patches.
>>545246950They literally withheld production to maximize prices since they knew datacenters and statefunded techniggers will buy them fucking the consumer market almost beyond all repair suffer no dipshit ceo cries.
>>545248234It will actually be good for people like me but I'm an edge case homelabber who will run a mini data center in my garage
>>545246950All of those stocks are still up on the year lmao. They were tanked because they’re filtering into AI and announced lower hardware sales. I predict a rebound Monday, per usual, because redposters are never right.
>>545248425You subhuman israeli rats are really pissy about humans resistance to AI. Kill yourself.
>>545257697It’s called a correction. It is when the price went up too much before and now you have to lower it to a more sensible one.
>>545258175Because of an earnings call that the market will forget in a week. First time?
>>545253996It's just a low profile Fujitsu esprimo working as NAS and local network manager, nothing too fancy.
>>545246950>AI invests 1 trillion dollars only in America in 2026>somehow this still happens after the botched IPOsThis is catastrophic.It is running the script of the railway crash of the 1870s.Also,>>545248425Dummy, they are using capital to sell tech to AI companies rather than produce something to sell it to customers.
