Comment on Nvidia insists it isn’t Enron, but its AI deals are testing investor faith

• enumerator4829@sh.itjust.works ⁨2⁩ ⁨weeks⁩ ago

  Do this:

  • Calculate the total power cost of running it at 100% load since 2014
  • Calculate Flops/Watt and compare with modern hardware
  • Calculate MTTF when running at 100% load. Remember that commercial support agreements are 4-5 years for a GPU, and if it dies after that, it stays dead.
  • In AI, consider the full failure domain (1 broken GPU = 7+ GPUs out of commission) for the above calculation.

  You’ll probably end up with 4-6 years as the usable lifetime of your billion dollar investment. This entire industry is insane. (GTX 1080 here. Was considering an upgrade until the RAM prices hit.)

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