alt Hacker NewsWow at the price hike. Still I think in the long run the Chinese will win if they're able to produce hardware comparable to Nvidia.
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I've had the $20 Gemini plan to use when my local setup runs into tougher problems and the throttling today has been bonkers. I canceled my subscription and will look into upgrading my local setup.
Doesn't need to be the Chinese. It can be anyone without stratospheric Nvidia margins. The Gold Rush phase of AI economy (aka "the bubble") is beginning to slow down and the Optimization phase is just beginning to ramp up (we see this with massive bumps to token cost and token burn rate of pretty much all frontier models, plus the general pivot away from your typical individual chat end-users to businesses and employees of said businesses) and there will come a time when "nvidia has the best software stack" will not mean much for the big players. Organically, I think it already kinda does, it's just masked with the inertia of massive circular deals and Nvidia selling its services to itself (entities it backs/invests in).
Aren't China also allowed to purchase Nvidia GPUs now too?
Why would the Chinese sell me nvidia cards? I can just by an AMD iGPU, and the perf/$ is much better than nvidia dGPUs.
(Typed on a 2023 macbook perfectly capable of running the Chinese open weight models.)