[0] https://store.steampowered.com/hwsurvey/videocard/ - 0.19% share
Video games
These ML AI Macbook people are legit insane.
Desktops and gaming is ugly and complex to them (because lego is hard and macbook look nice unga bunga), yet it is a mass market Intel wants to move in on.
People here complain because Intel is not making a cheap GPU to "make AI" on when that's a market of maybe 1000 people.
This Intel card is perfect for an esports gaming machine running CS2, Valorant, Rocket Leauge and casual or older games like The Sims, GoG games etc. Market of 1 million + right there, CS2 alone is 1mil people playing everyday. Not people grinding leetcode on their macs. Every real developer has a desktop, epyc cpu, giga ram and a nice GPU for downtime and run a real OS like Linux or even Windows (yes majority of devs run Windows)
>market of maybe 1000 people
The market of people interested in local ai inference is in the millions. If it's cheap enough the data center market is at least 10 million.
/s
Intel has only had discrete GPUs on the market for 2 years. I guess that is a plural number of years, but only barely.
Both groups have a high autism %
We love to be "technically correct" and we often are. So we get frustrated when people claim things that are wrong.
Or we can keep asking high computers questions about programming.
I agree ML is about to hit (or has likely already hit) some serious constraints compared to breathless predictions of two years ago. I don't think there's anything equivalent to the AI winter on the horizon, though—LLMs even operated by people who have no clue how the underlying mechanism functions are still far more empowered than anything like the primitives of the 80s enabled.
Nvidia had a revenue of $27billion in 2023 - that's about $160 per person per year [0] for every working age person in the USA. And it's predicted to more than double in 2024. If you reduce that to office workers (you know, the people who might actually get some benefit, as no AI is going to milk a cow or serve you starbucks) that's more like $1450/year. Or again more than double that for 2024.
How much value add is the current set of AI products going to give us? It's still mostly promise too.
Sure, like most bubbles there'll probably still be some winners, but there's no way the current market as a whole is sustainable.
The only way the "maximal AI" dream income is actually going to happen is if they functionally replace a significant proportion of the working population completely. And that probably would have large enough impacts to society that things like "Dollars In A Bank" or similar may not be so important.
[0] Using the stat of "169.8 million people worked at some point in 2022" https://www.bls.gov/news.release/pdf/work.pdf
[1] 18.5 million office workers according to https://www.bls.gov/news.release/ocwage.nr0.htm
Seems like a lot of CV solutions have seen fairly steady but small incremental advances over the past 10-15 years, quite unrelated to the current AI hype.
We've been through multiple AI Winters, as a new technique is developed, it does increase the capabilities. Just not as much as the hype suggested.
To say there won't be a bust implies this boom will last forever, into whatever singularity that implies.
For example ?
(besides deep fakes)
Used them in the garden while weeding and in the garden store while planning what to plant, in both cases to identify plants by image and tell me about them — though I'd say image capable AI are no longer mere "large language models".
Used ChatGPT while shopping to help me locate products in the store I was in, when I couldn't find just by wandering the isles, by uploading a photo of the aisle I happened to be in at the point I gave up.
> Nvidia had a revenue of $27billion in 2023 - that's about $160 per person per year [0] for every working age person in the USA
As a non-American, I'd like to point out we also earn money.
> as no AI is going to milk a cow or serve you starbucks
Cows have been getting the robots for a while now, here's a recent article: https://modernfarmer.com/2023/05/for-years-farmers-milked-co...
Robots serve coffee as well as the office parts of the coffee business: https://www.techopedia.com/ai-coffee-makers-robot-baristas-a...
Some of the malls around here have food courts where robots bring out the meals. I assume they're no more sophisticated than robot vacuum cleaners, but they get the job done.
Transformer models seem to be generally pretty good at high-level robot control, though IIRC a different architecture is needed down at the level of actuators and stepper motors.
And I know restricting it to the US is a simplification, but so is restricting it to Nvidia, it's just to give a ballpark back-of-the-envelope "does this even make sense?" level calculation. And that's what I'm failing to see.
Nonetheless, Starbucks does not use these machines, and I don't see any reason that AI, on its current trajectory, will change that calculation any time soon.
They could serve us a plate of shit and we'd debate if pepper or salt is better to complement it
I mean, Yudkowsky has basically spent the last decade screaming into the void about how AI will with high probability literally kill everyone, and even people like me who think that danger is much less likely still look at the industrial revolution and how slow we were to react to the harms of climate change and think "speed-running another one of these may be unwise, we should probably be careful".
I'm still not convinced about that. All the """studies""" show 30-60% boost in productivity but clearly this doesn't translate to anything meaningful in real life because no industry laid off 30-60% of their workforce and no industry progressed anywhere close to 30% since chat gpt was released.
It's been released a whole 24 months ago, remember the talks about freeing us from work and curing cancer... Even investments funds which are the biggest suckers for anything profitable are more and more doubtful
The services that provide serious productivity boosts aren't being heavily used or marketed yet. They:
1. Attempt to do narrow tasks with high proficiency. 2. Replace specific job titles. 3. Are high-value enough to be slower to engage in layoffs.
What I'm suggesting is not a fungible solution, but it is one that will be highly profitable and productive.
I really wasn't interested in computer hardware anymore (they are fast enough!) until I discovered the world of running LLMs and other AI locally. Now I actually care about computer hardware again. It is weird, I wouldn't have even opened this HN thread a year ago.
It has zero cost, hardware is already there. I'm not captive to some remote company.
I can fiddle and integrate with other home sensors / automation as I want.
Hardware side, I just have a beefy server that acts as a router (mellanox card to provider fiber optic and local fiber network), firewall, wifi access point, zigbee coordinator, host to various services, camera video feed ingestion and processing, and so on...
Honestly, Apple seems to be on the right track here. DDR5 is slower than GDDR6, but you can scale the amount of RAM far higher simply by swapping out the density.
People did it with the RTX3070. https://www.tomshardware.com/news/3070-16gb-mod
To have more memory, you have to design a new die with a wider interface. The design+test+masks on leading edge silicon is tens of millions of NRE, and has to be paid well over a year before product launch. No-one is going to do that for a low-priced product with an unknown market.
The savior of home inference is probably going to be AMD's Strix Halo. It's a laptop APU built to be a fairly low end gaming chip, but it has a 256-bit LPDDR5X interface. There are larger LPDDR5X packages available (thanks to the smartphone market), and Strix Halo should be eventually available with 128GB of unified ram, performance probably somewhere around a 4060.
You're right: nobody's doing ML these days. /s
Look at the value of a single website with well over a million users where they publish and run open-weights models on the regular: back in August of 2023, Huggingface's estimated value was $4.5 billion.
B770 was rumoured to match the 16 GB of the A770 (and to be the top end offering for Battlemage) but it is said to not have even been taped out yet with rumour it may end up having been cancelled completely.
I.e. don't hold your breath for anything consumer from Intel this generation better for AI than tha A770 you could have bought 2 years ago. Even if something slightly better is coming at all there is no hint it will be soon.
Hm, i wouldn't consider 200$ low end.
The Intel cards are getting more interesting for me as I'm questioning my continued use of macOS. Intels focus on Linux support makes their options really interesting, though I don't see a need for something as powerful as these new cards.
The Radeon 780M on Ryzen APUs can power 1080P gaming, and output to 3-4 4K/8K displays (the latest Intel Xe iGPUs are about on par, but generally pricier). A Ryzen 5700G goes for about $150 (or a 5600G for closer to $100), or you can get entire Ryzen 7840HS minipcs w/ 32GB RAM for $400-500).
Can you even do ML work with a GPU not compatible with CUDA? (genuine question)
A quick search showed me the equivalence to CUDA in the Intel world is oneAPI, but in practice, are the major Python libraries used for ML compatible with oneAPI? (Was also gonna ask if oneAPI can run inside Docker but apparently it does [1])
Vulkan is especially appealing because you don't need any special GPGPU drivers and it runs on any card which supports Vulkan.
tl;dr GPU's need to transition from being add-in cards to being a sibling motherboard. A sisterboard? Not a daughter board.
Intel and AMD internal GPUs can use normal computer RAM. But they are slower for that reason and many others.
It's one of the reasons why ARM Macbooks get great performance/watt, memory being even "closer" than mainboard soldered RAM so getting more of those benefits, though naturally less flexibility.
This is a graphics card.