Posted on 04/30/2024 12:59:26 PM PDT by SunkenCiv
Answering a question about what he was excited about in the coming year, Dell CEO Jeff Clarke said that after a year of what he called "the H100 show," the company was "excited about what happens at the B100 and the B200" with regards to performance improvement.
He then went on to tell analysts on the call that the B100s don't need direct liquid cooling to get to the energy density of 1kW per GPU, although he said that would happen "next year with the B200."
Nvidia's H100 GPUs have a thermal design point (TDP) of 700W and are manufactured on a custom version of TSMC's 4N process, with 80 billion transistors and 80GB of HBM3, enabling 3.5TBps of memory bandwidth.
It provides up to 30 teraflops of peak standard IEEE FP64 performance, 60 teraflops of peak FP64 tensor core performance, and 60 teraflops of peak FP32 performance.
Nvidia has not released any specification details relating to its Blackwell GPUs, with that information expected to be divulged at the company's GTC conference later this month. The Blackwell chips have an anticipated release date of the latter half of 2024, after the company's H200 GPUs have come to market.
(Excerpt) Read more at datacenterdynamics.com ...
Chip ship slips, stock dips.
Actually it's up about $110 since the 19th, after a $200 fall from a 52 week (and probably all-time) high.
Welcome back, Maalox Roller Coaster!
All destined for bitcoin mining and AI image production?
US electricity generation/demand was flat for 15+ years from mid 2000s
With AI computing power needed, its going to start growing again, and rather quickly too
I heard that miners moved to ASICs to optimize search.
More like AI management of the WWW, and internal networks of large companies.
Somebody should inform this Tesla owner. He’s gonna have to budget more waiting time for charging.
Yet we’re about to end coal generation in about a decade by administrative edict. This will not end well.
I agree. Then demand will drop back down quickly after the AI fad is over.
Don't get me wrong. AI has value and is applicable for many scenarios. I just believe from an investing perspective there's a lot of hype priced into AI stocks that's beyond AI's intrinsic value. So if anyone decides to invest in AI, I suggest being ready to get back out quickly when the hype starts fading and stock price for companies like Nvidia go back to being based on actual earnings.
“I heard that miners moved to ASICs to optimize search.”
ASICs do one thing and do it well. GPUs can do many things well.
In the early days of crypto, there was a short period when ASICs had pretty much buried GPUs. But as crypto is a grassroots movement, it didn’t take long for people to come up with new PoW algorithms that were difficult to create ASICs for. Even when ASICs did come out for them, they were either barely more efficient than GPUs (Ethereum), or most cryptos changed their software to make the ASICs useless (Cryptonight, Equihash). New ASIC-resistant algorithms and coins are coming out all the time. Put simply, if ASICs were going to completely kill GPUs, they already would have. The fact that they didn’t is proof that they won’t. It’s a cat and mouse game, and the cat will never catch all the mice. Sometimes it feels like a losing battle, but those mice aren’t just going to roll over. There only are a handful of companies profiting from ASIC mining. Whereas there are literally thousands of companies big and small profiting from or completely dependent on GPU mining. And it runs the gamut from gigantic publicly-owned multinational corporations like Nvidia and AMD: raking in millions of dollars on GPU sales, down to the everyday gamer with a few GPUs. The huge number of stakeholders in GPU mining will not just throw up their hands and cede the entire cryptocurrency mining market to Bitmain without a fight.
https://bitproit.com/asic-vs-gpu-mining/
Yeah, the big tech CEOs are concerned that there won’t be enough power generation, which should be a break for us, once they take a big dump on the AGW hoax because they just gotta have it.
As a corollary to that - Fed.gov in all its central-planning psychopathy, will not do anything about massive AI electricity demand, but will continue their asinine meddling with energy consumption on your toaster, washing-machine, and 60W reading-lamp light bulbs
Get your bitcoin for nothin and your chips for free.
They’ll double down on crushing regular people. The AI must take precedence so they can use it to tell you what to view, read, hear, believe, and think.
Plug in a Tesla.
Tear down a dam.
What could possibly go wrong?
Tesla owners using public charging stations vs Bitcoin miners.
-— Who deserves priority for electricity?
I laughed, but the truth is, I’ve always loathed that song.
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