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Samsung is expected to more than double output of its HBM4 and HBM4E DRAM

562 points · 458 comments · giuliomagnifico

amelius · 1789928450 · focus · HN ↗
Will that be enough for AI's hunger?
1. GoToRO · 1789929801 · focus · HN ↗
  It will be just in time for when AI will run very well on consumer hardware and the need for data centers will collapse.
  1. amelius · 1789934891 · focus · HN ↗
    What if the AI companies start selling the hardware with their models?
    I.e., you get a locked down device with access to their AI and maybe a way to run third party apps. Of course the developers of those apps will have to pay a percentage of their revenue.
    Sound familiar?
    szatkus · 1789941735 · focus · HN ↗
    Most likely those models would be extracted from the hardware in no time.
    amelius · 1789943050 · focus · HN ↗
    I suspect no, because most of the tokens would be used for its internal reasoning loop, and a cheaper model could be used to obfuscate the output.

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