Is there a way in which this is good for a segment of consumers? When the current gen of GPUs are too old, will the market be flooded with cheap GPUs that benefit researchers and hobbyists who therwis would not afford them?
Unlikely, for a few reasons:
* The GPUs in use in data centers typically aren’t built for consumer workloads, power systems, or enclosures.
* Data Centers often shred their hardware for security purposes, to ensure any residual data is definitively destroyed
* Tax incentives and corporate structures make it cheaper/more profitable to write-off the kit entirely via disposal than attempt to sell it after the fact or run it at a discount to recoup some costs
* The Hyperscalers will have use for the kit inside even if AI goes bust, especially the CPUs, memory, and storage for added capacity
That’s my read, anyway. They learned a lot from the telecoms crash and adjusted business models accordingly to protect themselves in the event of a bubble crash.
We will not benefit from this failure, but they will benefit regardless of its success.
Some of them will probably be starving, homeless, or bedridden by the time that happens but yes they can get cheap GPUs
Many researchers and hobbyists cannot even plug in a 10 KW 8 GPU DGX server.
GPUs age surprisingly gracefully. If a GPU isn't cutting edge, you just tie two or more of them together for a bit more power consumption to get more or less the same result as the next generation GPU.
if there's ever a glut in GPUs that formula might change but it sure hasn't happened yet. Also, people deeply underestimate how long it would take a competing technology to displace them. It took GPUs nearly a decade and the fortunate occurrence of the AI boom to displace CPUs in the first place despite bountiful evidence in HPC that they were already a big deal.