Samsung is expected to more than double output of its HBM4 and HBM4E DRAM
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Unofficial Hacker News client; not affiliated with Y Combinator.
Samsung is expected to more than double output of its HBM4 and HBM4E DRAM
Unofficial Hacker News client; not affiliated with Y Combinator.
amelius · · focus · HN ↗
GoToRO · · focus · HN ↗
IshKebab · · focus · HN ↗
hypfer · · focus · HN ↗
We're not seeing the progress in those "frontier models" that we have previously seen. There's certainly still gas left in tank tank, but we're way into the diminishing returns by now.
Cloud inference still beats hardware investments by orders of magnitude of course, but that's only if your data doesn't really matter to you.
gehsty · · focus · HN ↗
hypfer · · focus · HN ↗
I agree that datacenters are not going to go away, but I have doubts that the buildup that has happened is really going to pay off for most operators.
gehsty · · focus · HN ↗
Coorperate people likely just want “the best” and are happy to pay a lot for it to make their workforce more efficient.
It’s hard for me to guess where the data center buildout will go, eventually there will be an oversupply, but we haven’t hit that yet, and at the moment the companies owning these high capacity data centers appear to be making lots of very real money in leases to hyper scalers, hard to imagine this premium continuing, but we need to see where demand for cloud based LLMs tops out.