A long article begging the question when the last paragraph or two countered the panic of the beginning. Two Chinese firms are ramping up production of consumer RAM/SSDs because they see a market opening as the existing producers move to selling to enterprise/hyperscalars.
There have been memory chip panics before, the US funded RAM production back into the 80s/90s in competition with Japan at the time.
The AI boom/"hyperscale" currently is almost exactly like the dotcom boom.
It's already starting to shake down. Anthropic is occupying the developer space, OpenAI has just exited the video/media production space. More focused and vertical market AI is emerging.
The current vortice of money between OpenAI <-> Microsoft <-> Oracle <-> NVidea <-> Google <-> etc etc is going to break.
The effects of the AI hyper scaling boom on the commodity hardware and energy markets are very much not like the dot com boom.
Outside of the obvious economic effect of the dot com boom - the creation of near infinitely scalable high margin online businesses - there was a secondary effect on consumer electronics, with a massive growth in demand for networked devices; there was then much more of a balance between the hardware growth in the network infrastructure and data center worlds as well as in desktop and mobile.
The AI boom’s hardware impact is much more skewed, as this article details.
> Two Chinese firms are ramping up production of consumer RAM/SSDs because they see a market opening
Yes but these Chinese firms are a tiny share of the overall RAM/SSD market, and they'll have the same problems with expanding production as everyone else. So it doesn't actually help all that much.
The biggest problem in expanding for everyone else is they don't trust the market to exist for long enough to be worth paying for a new factory so they are not investing in it. The Chinese might be small, but they think the market will exist and are investing. Will they be right or wrong - I don't know.
The fact that there’s been a massive expansion in the nonconsumer market means the consumer market makes up a smaller proportion of the overall market, but it doesn’t mean the consumer market is any smaller than it used to be.
Sounds like someone is being "overenthusiastic" about interpreting the KYC/ALM regulations.
Combined with the FSFE not being your "usual" charitable or business organization so setting off auditor red flags and perhaps raising the risk profile of Nexi as a payment processor.
Charles Eames said that "design depends largely on constraints".
If you know in advance, then one of the constraints on the design of that function is that it's on the critical path and that it has to meet the specification.
You're stating the obvious that you need to consider its implementation.
But that's not the same as "I have a function that is not on the critical path and the performance constraint is not the most important, but I'll still spend time on optimizing it instead of making it clear and easy to understand."
A bit more than 50 years. Grace Hopper retired in 1966. It's true that Grace kept un-retiring, but the most crucial stuff is all before she retired. Invention of what we'd think of as a linker-loader (which Grace called a compiler) and of the broad concept of high level programming languages all happens in the 1950s.
This is awesome for local development of AWS service based software, allowing developers to develop without having to enable AWS access, or handle them stepping on each other's toes with S3 bucket names, or Dynamo table names, IAM roles etc.
That is, parking lots paid for by government taxes?
Why is this mandate a bad idea?
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