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How good A100/H200 are aren't the point, it's how essential they are to customers' profitability that matters. Zuck in particular still seems to be doubling-dow
by hi-v-rocknroll 2y ago
How good A100/H200 are aren't the point, it's how essential they are to customers' profitability that matters. Zuck in particular still seems to be doubling-down on "build it, and they will come" while under continuing growing pressure to implement org-wide cost controls and wear big-boy business pants.
- paulmd 2y agomaybe because there's actual value in the systems being built and it's not simply blockchain 2.0 just because you keep repeating it? there's a fairly incredible amount of commercial value in a system that can provide a workable "fuzzy match" or a system that can produce an approximately-optimal outcome without an intractable optimization step, for example. what is the commercial value of making the entirety of US logistics even 5-10% more efficient, or work-scheduling optimizations in a server farm? like people just keep blindly repeating that there's no profitability there regardless of all the places it's quietly being deployed to great effect.