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Comment on Alibaba doubles down on RISC-V architecture with a new secretive 'server-grade' chip that will put AMD and Intel on alert

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enumerator4829@sh.itjust.works ⁨4⁩ ⁨weeks⁩ ago

I agree with you, mostly. Margins in the datacenter are thin for some players. Not Nvidia, they are at like 60% pure profit per chip, including software and RnD. That will have an effect on how we design stuff in the next few years.

I think we’ll need both ”GPU” and traditional CPUs for the foreseeable future. GPU-style for bandwidth or compute constrained workloads and CPU-style for latency sensitive workloads or pointer chasing. Now, I do think we’ll slap them both on top of the same memory, APU-style á la MI300A.

That is, as long as x86 has the single-threaded advantage, RISC-V won’t take over that marked, and as long as GPUs have higher bandwidth, RISC-V won’t take over that market.

Finally, I doubt we’ll see a performant RISC-V chip from China the next decade - they simply lack the EUV fabs. From outside of China, maybe, but the demand isn’t nearly as large.

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bruhduh@lemmy.world ⁨4⁩ ⁨weeks⁩ ago
AMD APU approach already bearing fruit, PlayStation, Xbox, steam deck, strix halo, and their instinct datacenter cards, show that one chip approach is good as you’ve said

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j4k3@lemmy.world ⁨4⁩ ⁨weeks⁩ ago
Open AI is showing holes in the armor already. Open source always wins in the long term. There are many attempts to limit RISC-V adoption but if you look, even the old guard is putting chips on this board.

Having half a data center on a different architecture and load is untenable. Nvidia got lucky and is in a good position but that will only last 6-8 years at most. It is likely far less when China takes Taiwan and NK attacks SK at the same time. Nvidia has nothing without TSMC in Taiwan. That will leave only Intel and they are a train wreck that is relying on TSMC too. All of the Chip-Act fabs are trailing edge by the time they come online so those won’t save Nvidia either. This is what the US voted for; massive taxifs and WW3 by 2030.

It will end up just like with AI in China. They are more agile and capable than the West imagines. They will pivot the chip limitations into the future. All of the American hegemony is based on layers upon layers of anticompetitive stagnation. Once those walls come down the future will move more quickly. All of these US companies are traitors as far as I am concerned. They outsourced at the expense of their neighbors and country. There are hundreds of thousands of homeless people in the USA. We have neo feudalism largely thanks to these shit companies. I hope they all crash and burn and will gladly buy Chinese.

Also, with the current posturing of the USA towards Europe, EUV may become much more available in China. The Chinese look a whole lot less like stupid fascist Nazis than the US does now. We are the ones creating massive human rights violations and burning down the world in rancid stupidity. There is no moral ground to stand on do don’t expect ASML and the Dutch to feel all warm and fuzzy about US loyalties.

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