"I think about Dojo 3 and the AI6 as the first [converged architecture designs]," Musk said in a July 23 earnings call (via Investing.com ). "It seems like intuitively, we want to try to find convergence there where it is basically the same chip that is used where we use, say, two of them in a car or an Optimus and maybe a larger number on a on a [server] board, a kind of 5 – 12 twelve on a board or something like that. […] That sort of seems like intuitively the sensible way to go."
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Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-20/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
Scott_Tx They need to invent a new memory just for AI so we can have our damn PCs back. Reply
usertests Scott_Tx said: They need to invent a new memory just for AI so we can have our damn PCs back. They did. Such as HBM (although it predated the AI craze) and more recently SOCAMM, or High Bandwidth Flash as a hybrid memory-storage solution. It doesn't matter since the same fabs that make memory or NAND would be making the stuff. What will bring the market to normalcy is some combination of increased production and lower AI demand, which many assume will happen. Then by the mid-2030s, 3D DRAM could be available for DDR6 DIMMs and other products, allowing capacities to skyrocket and $/GB to fall. Reply
ezst036 Admin said: Elon Musk demonstrates first sample of Tesla AI5 processor, accidentally thanks TSC rather than TSMC This is extremely petty and vindictive journalism. We all make mistakes, I'd like to meet the person who does not make mistakes. Reply
Dntknwitall usertests said: They did. Such as HBM (although it predated the AI craze) and more recently SOCAMM, or High Bandwidth Flash as a hybrid memory-storage solution. It doesn't matter since the same fabs that make memory or NAND would be making the stuff. What will bring the market to normalcy is some combination of increased production and lower AI demand, which many assume will happen. Then by the mid-2030s, 3D DRAM could be available for DDR6 DIMMs and other products, allowing capacities to skyrocket and $/GB usertests said: we will never see dram at the prices pre AI bubble. Take those prices and add about 30% and those will be what the prices will be at when this is all over. Now that dram manufacturers have tasted the blood they will not be letting pricing drop to those prices ever again. Reply
usertests @Dntknwitall It's a cool narrative (nice quote job) but the memory industry faces competition from each other, including China. And they are going to make new densities of memory that are cheaper to manufacture, no matter what the demand is. They are using 32 Gb dies now (in the new 64 GB UDIMMs launched last year), will probably get to 48-64 Gb within the next few years, and 3D DRAM will likely enable something in the 128 Gb to 256 Gb range at the time of introduction. They will scale that up as much as possible in the 2030s-2040s, like 3D NAND has reached 300+ layers now. We will only "never" see pre-AI pricing if the bubble never pops, and AI demand never ceases. Reply
PEnns ezst036 said: This is extremely petty and vindictive journalism. We all make mistakes, I'd like to meet the person who does not make mistakes. I think chill- pills are still affordable….. Reply
razor512 ezst036 said: This is extremely petty and vindictive journalism. We all make mistakes, I'd like to meet the person who does not make mistakes. Agreed, and even more strange to do it, and then proceeds to make a typo as well. https://i.imgur.com/TviH8Pl.png Overall poor journalism as such behavior discredits reporting as it makes it appear that the coverage is leaning towards being a biased hit piece rather than trying to present the news. That is fine if someone is doing an opinion piece, but not okay if someone is trying to report the news. Reply
razor512 Scott_Tx said: They need to invent a new memory just for AI so we can have our damn PCs back. Much of the DRAM price increases seem to be due to price fixing as the behavior has similarities to pricing behavior in the past when we ended up with settlements for price fixing. The timing of the sudden astronomical price increases doesn't make much sense considering that the extreme AI demand for RAM started a few years ago. Even worse, we saw prices for DDR5 trend down while companies were scaling up their AI related deployments and data center expansions. While extreme demand can impact pricing, the extent of the increases seem very suspicious. Reply
usertests Wccftech had the worst typo, calling it A15 and A16 instead of AI5 and AI6 from top to bottom. It's still there, haha: https://wccftech.com/tesla-a15-ai-chip-tape-out-elon-musk-shares-first-pictures-confirms-a16-dojo3-in-work/ Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/elon-musk-demonstrates-first-sample-of-tesla-ai5-processor-accidentally-thanks-tsc-rather-than-tsmc-claims-40x-performance-boost-over-the-predecessor#main
- https://www.tomshardware.com
- Bambu Lab X2D review: Improving a fan favorite
- Game On: Five New Titles Now Streaming on GeForce NOW
- Elon Musk demonstrates first sample of Tesla AI5 processor, accidentally thanks TSC rather than TSMC — claims 40X performance boost over the predecessor
- Sony launches 720 Hz dual-mode OLED QHD gaming monitor — 27-inch Inzone M10S II is aimed at hardcore eSports gamers
- Why we spent 50+ hours retesting Intel’s Core Ultra 270K Plus and 250K Plus
Informational only. No financial advice. Do your own research.