alt Hacker NewsI think they're in a win-win situation. Big AI companies would love to see local computing die in favour of the cloud because they are well aware the moment an open model that can run on non ludicrous consumer hardware appears, they're screwed. In this situation Nvidia, AMD and the like would be the only ones profiting from it - even though I'm not convinced they'd prefer going back to fighting for B2C while B2B Is so much simpler for them
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BobbyJo • yesterday at 4:10 PM
At a consistent amount of usage, datacenters are at least an order of magnitude more hardware efficient. I'm sure Nvidia and AMD would be fine fighting for B2C if it meant volume would be 10+x.
Now, given they can't satisfy current volume, they are forced to settle for just having crazy margins.
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If you want to run AI models at scale and with reasonably quick response, there's not many alternatives to datacenter hardware. Consumer hardware is great for repurposing existing "free" compute (including gaming PCs, pro workstations etc. at the higher end) and for basic insurance against rug pulls from the big AI vendors, but increased scale will probably still bring very real benefits.