YHK - yet another hacker news clone

The GPUs going in datacenters are not usable at home right?

This isn't responsive to GP's remarks.

Well that's actually a hopeful sign for the future. I was a bit worried hearing she'd been conservative about investments in the past... but if the conservatism was about vaguely fraudulent circular financing deals we'll all be better off.

From WSJ below. Seems clear they went too far. But not clear Kress can navigate this.

Over the course of the meeting, he proceeded to tear into the woman who is now taking over for him as Nvidia CEO.

Colette Kress was "a deer in the headlights," he said, interrupting her presentation, according to a person familiar with the comments.

He had summoned Kress and his senior finance team to diagnose a ballooning problem: Nvidia was in talks to provide billions of dollars of guarantees to companies that couldn't afford its chips. That included deals led by Huang's son-in-law, Nico Caprez, who had been offering upstart cloud providers and data-center developers financing in the hopes of turning them into long-term customers.

Huang had launched a dealmaking spree and was now starting to question whether it had gone too far, according to people familiar with the matter.

Kress was a "reporting CFO," not someone who could help him define a strategy or make decisions, Huang said during the August meeting.

80-series at MSRP would probably make people happy, though it's more than I'm willing to spend for gaming myself.

Part of me wonders (maybe naively) if with falling cost of AI inference and improvement of models means there is an oversupply of inference infrastructure. since we may reach a point where no one needs more and everything you could want can be done by the machine and adding more compute for most users is not any kind of benefit (like it was before LLMs there was an obvious ceiling where the majority of people did not need more compute).

I know Jevons paradox is a thing and I could see it going the other way as well but the first possibility seems to be ignored and I am not sure we can. Eventually demand for training might dry up as well if are models become largely very good and only a bit of fine tuning is required for most applications.

You don't think the limited availability of consumer gear is at least partly caused by what's going on in the server market?

Similar to the fact that supply of consumer RAM is currently low.

Plus some people are buying consumer gear and trying to use it commercially.

Yep. Slowly and all at once.

No one seriously denies the actual activity was happening, they just dispute its implications, and for good reason. Vendors frequently extend financing with the hope of making more sales, the most obvious example being auto loans and BNPL

* they don't want to piss off their biggest customers.

:D