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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?
    throwaway85825 · 1789939207 · focus · HN ↗
    More likely they would sell a chip with the model etched in silicon for the dramatically higher token/s.
    amelius · 1789943259 · focus · HN ↗
    A chip that can only be accessed through their software. With a monthly subscription fee, and other enshittification surprises.

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