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You do realize there is a global chip shortage right now? It’s not as easy as clicking a button in ec2 to suddenly make more gpus.
by throwaway1777 6y ago
You do realize there is a global chip shortage right now? It’s not as easy as clicking a button in ec2 to suddenly make more gpus.
- Tenoke 6y agoThis has been going on for half a decade. Yes, it's not as easy as ec2 but it's not a problem that money can't help with solving faster.
- reducesuffering 6y agoTSM is slammed with chip demand from Apple, Nvidia, AMD, Qualcomm, and others. Like, 100% booked for the next year or two. They have been heavily investing in state of the art manufacturing facilities for decades and it's still not enough.
- reader_mode 6y agoNvidia is using Samsung for 3xxx series cards
- Der_Einzige 6y agoSounds like a good opportunity for the US to significantly expand its domestic chap manufacturing industry. I don't care if the lag time is 5 years or more before the first chip rolls off the production lines - because I don't anticipate demand for chips will significantly reduce in the future.
- anonisko 6y agoRelated, https://www.epsilontheory.com/taiwan-is-now-arrakis/ https://www.epsilontheory.com/taiwan-is-now-arrakis/ Development of domestic chip manufacturing might even start to become a national security concern, leading to even more money flowing in on top of the money coming from crypto miners.