@evrgn11112231 Lol yeah. Matter of time until people wake up to it (i think). Added costs, power drain, impacts utilization etc. Don’t think current pace is sustainable.
@evrgn11112231 We keep adding memory bc it helps GPUs work longer w/o talking to each other, which improves performance initially. Big models still have to split across GPUs and that forces them to constantly sync partial results, regardless of how much memory you add (parallelism).
@RadnorCapital GLW, increasing fiber and glass intensity in data centers. Also investing heavily up and down the donestic solar value chain ie poly and solar components.