My idea was more like you get some pre-made chips, that you can maybe assemble together configure at home with your desired models.
Maybe each one of this chip is a layer, so you can stack as many layers as you want.
My idea was more like you get some pre-made chips, that you can maybe assemble together configure at home with your desired models.
Maybe each one of this chip is a layer, so you can stack as many layers as you want.
If, hypothetically, the thing you wish existed, why wouldn't it be valuable to high-utilization cloud providers?
And if useful to them, why would it be sold at a lower price than the (extremely high) price those cloud providers can afford to profitably pay?
The only solution to the hardware crunch that eases the cost/access barrier is if there's such a glut of excess supply of newly-commoditized inference hardware that the price craters.
And you've yet to propose a feasible manufacturing scenario through which that would be possible.
I hope the supply will increase at some point, I doubt cloud providers will be able to buy everything, especially if the competition will be high and the price of AI goes down, so there won't be an easy way to make profits by serving models.
That's the only way I see things going, which ultimately comes down to the market losing faith in AI as a profit engine.
Which is probably going to take one of (a) OpenAI / Anthropic IPO failing or newly public financials looking bleak or (b) a high-enough profile large AI company failing (unfortunately most of the large enough to shock the market ones have diversified and durable cash generation engines).
If we could just do the first part and get reality to conform, the rest would be superfluous, but I don't think we can do that.
There's no immediate fix for the RAM supply issue, but as long as it's manufacturing issue, not a raw materials issue, time always solves it.