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Sam Altman 认为 PC 内存闲置太糟糕
OpenAI CEO Sam Altman 接受 YouTube 主播 Cheeky Pint 采访时谈到了 AI 行业目前所面临的全球算力供应问题。当话题不可避免转向内存时，Altman 指出，市场看不见的手失灵了，原因可能是并非每一块 DRAM 晶圆都直接流向数据中心，用于运行 AI 模型。他表示：“从全球资源配置角度看，让全球有限的 DRAM 供应分散在每个人的 PC 里且利用率可能仅有 5% 左右，这是非常糟糕的。在当前这种供应极度受限的环境下，我们理应追求云端算力的最大化利用。然而许多人的直觉却恰恰相反。”AI 芯片使用的内存主要是 HBM，和 PC 使用的 DDR4 或 DDR5 并不相同。内存短缺的主要问题是内存厂商将产能转移到了利润更高的 HBM 上。
https://youtu.be/iMsUcCYNKqY?si=7BTrHaYxt3rFb1FU&t=1750
https://www.ign.com/articles/openai-ceo-sam-altman-thinks-its-terrible-for-you-to-have-ram-in-your-gaming-pc
本文由 AI图鉴自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
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Sam Altman thinks the PC memory is too bad.
Open AI CEO Sam Altman in an interview with YouTube anchor Cheeky Pint spoke about the current global computing problems facing the AI industry. When the topic inevitably turned to memory, Altman pointed out that the invisible hands of the market failed, probably because not every DRAM crystal circle went directly to the data centre to run the AI model. “From a global resource allocation point of view, it is very bad to spread the limited global supply of DRAM to the PC of everyone and probably only use about 5%. In the current environment of extreme supply constraints, we should pursue the maximization of cloud computing. But many people's instincts are the opposite.” The memory used for the AI chip is mainly HBM, which is not the same as that used for PC DDR4 or DDR5. The main problem with memory shortages is that memory producers have shifted their capacity to more profitable HBMs.
https://youtu.be/iMsUcCYNKqY?si=7BTrHaYxt3rFb1FU&t=1750
https://www.ign.com/articles/openai-ceo-sam-altman-thinks-its-terrible-for-you-to-have-ram-in-your-gaming-pc
Auto-fetched and translated by AI Atlas. All rights belong to the original author.