Hacker News Reader

Just make smaller chips with more VRAM. Then consumer PCs could run local models much easier on top of their server GPU market.

View on HN

They use RAM capacity for segmentation.

A 48GB card costs more than 2 24GB card and an H100 costs as much as 30 2GB cards.

Meanwhile production costs are basically linear on top of the shared base.

So your comment really just says “drop your profit margin massively”.

I agree with you. It would be good for the consumer though.

Intel used to play the "gimp your products and create lots of fake segmentation" game when they had a comfortable monopoly lead. Look at them now. A cautionary tale for Nvidia.

Is fake segmentation what made Intel irrelevant?

I'm not sure it was purely causal, but it was definitely symptomatic of a company that was so comfortable with its monopoly position that it focused efforts on maximizing value extraction from existing products vs new product innovation. Over time this shift in focus certainly contributed to their slide.

So what’s the lesson for Nvidia?

The FTC monopoly team has fangs now, so behave or get broken up in the next few years.

Reply on news.ycombinator.com