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plawolf

plawolf

Lieutenant General
tokenanalyst said:
The only way is to have two tier GPUs, one for the US only and the other severely under performant for the rest of the world.
Or completely ban Nvidia from exporting AI GPUs outside the US and people who want to train their models would have to do it in the US. Both alternatives could result in the total collapse of Nvidia stocks.
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Let me introduce to this things called smuggling. America couldn’t keep drugs or illegals out, but they can keep chips in?
 
FriedButter

FriedButter

Colonel
Registered Member
HereToSeePics said:
It’s would be deeply unpopular but possible.

Would definitely open up a huge can of worms and they would definitely lose customers if they went this route, but it won’t be a major technical challenge to implement
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Deeply unpopular is an understatement because it is functionally an expensive brick. It is completely unviable for businesses. Who is going to buy a brick that is worthless after 1 year.

After 6 months, computing power is ~60%
After 12 months, computing power is ~36%
After 24 months, computing power is ~13%
After 36 months, computing power is ~5%

If you need like 50,000 GPUs ($30,000 each*), then you have to spend $1.5 billion every year replacing it. This is an huge scam of planned obsolescence. It might benefit Nvidia and the others in the short term before Huawei shoves them off all off the cliff.
 
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GZDRefugee

GZDRefugee

Junior Member
Registered Member
FriedButter said:
Deeply unpopular is an understatement because it is functionally an expensive brick. It is completely unviable for businesses. Who is going to buy a brick that is worthless after 1 year.

After 6 months, computing power is ~60%
After 12 months, computing power is ~36%
After 24 months, computing power is ~13%
After 36 months, computing power is ~5%

If you need like 50,000 GPUs, then you have to spend $1.5 billion every year replacing it. This is an huge scam of planned obsolescence. It might benefit Nvidia and the others in the short term before Huawei shoves them off all off the cliff.
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Basically: hardware subscription scheme
 
FairAndUnbiased

FairAndUnbiased

Brigadier
Registered Member
HereToSeePics said:
It’s would be deeply unpopular but possible. The CPU/GPU could have power on activation logic, paired to its serial number that’s baked into the silicon. It would require a signed activation token( from Nvidia servers passed in through the GPU driver. It would be similar to the challenge-response tokens used in bank/debit/credit cards with EVM chips.

Then NVidia will need have various KYC (know your customer) infrastructure in place, similar to what banks and financial institutions use.

Would definitely open up a huge can of worms and they would definitely lose customers if they went this route, but it won’t be a major technical challenge to implement
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The first time they sell that chip, nobody will buy it anymore because its performance will be discounted vs the risk of cutoff in addition to depreciation.
 
FriedButter

FriedButter

Colonel
Registered Member
GZDRefugee said:
Basically: hardware subscription scheme
Click to expand...

IMO that is too generous of a phrase because it sounds more like mercantilism for example Britain and India. Sacks said exported TSMC chips but it did not say which TSMC chip. So that seems to imply every exported chips.

An iPhone might not even boot up Tetris (or itself) within a year. PlayStation/Xbox might not even run any games after 6 months. Computers that contain TSMC chips would be a giant door stopper in 12-18 months. It would obliterate foreign companies in China but it is hard to believe the hawks are that brain dead.
 
C

Chevalier

Captain
Registered Member
coolgod said:
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Iran Is Developing Plans for Faster, Cruder Weapon, U.S. Concludes​

As Prime Minister Benjamin Netanyahu of Israel prepares to meet with President Trump, the question of whether to strike Iran’s facilities or negotiate with Tehran appears certain to be under debate.




Israel smells blood in the water.
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All that Persian kowtowing and Iranian begging and for what?
 
FriedButter

FriedButter

Colonel
Registered Member
FairAndUnbiased said:
The first time they sell that chip, nobody will buy it anymore because its performance will be discounted vs the risk of cutoff in addition to depreciation.
Click to expand...

Another problem is when does the degradation begin. When it gets powered on or as per the post “after leaving a specific geographical area” assuming some sort of internal clock. If it is the latter, then you are already losing performance if it sits in a warehouse or port. For retail consumers, how can they risk buying an TSMC chip related product sitting on the shelf for an undisclosed period of time.
 
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