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shykes 3 hours ago

Commodity hardware and software will continue to drop in price.

Enterprise products with sufficient market share and "stickiness", will not.

For historical precedent, see the commercial practices of Oracle, Microsoft, Vmware, Salesforce, at the height of their power.

hugmynutus 2 hours ago | parent [-]

> Commodity hardware and software will continue to drop in price.

The software is free (citation: Cuda, nvcc, llvm, olama/llama cpp, linux, etc)

The hardware is *not* getting cheaper (unless we're talking a 5+ year time) as most manufacturers are signaling the current shortages will continue ~24 months.

denimnerd42 an hour ago | parent [-]

GB300 NVL72 is 50% more expensive than GB200 I've heard.