OpenAICEOSam Altman 称在接受个人个人个人电脑而不是数据中心的采访时,在他出现在Cheeky Pint播客节目中时,他也评论了AI对数学的影响
Sam Altman 称在数据中心比在桌子上更好
OpenAI的收购挤压了世界的RAM供应
“许多人希望当地推论。 而不知何故,他们假设问题现在已经解决了,因为我们将会有开源模型,我们将能够运行在我们的计算机上,所以我们不需要数据中心里的所有东西。
但从全球分配的角度来看,事实上,让全世界有限的DRAM供应坐在自己的电脑上,并被用在5%的时间里是相当可怕的。
如果你想应对这种供给受限的环境,许多人的直觉正好相反。
无论是Altman是指你的游戏PC还是开发者与Surface RTX Spark Dev Box或新的触摸屏MacBook Pro合作,结果都是一样的。 目前,记忆公司Samsung和SK Hynix长期与云服务运营商和OpenAI的星门等项目打交道,这些项目在今后几年中保留了世界大部分RAM产出。 而他们愿意为芯片投放的数十亿是为什么你使用的笔记本电脑、电话和其他技术现在越来越昂贵。
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Asked about supply chain shortages, like the ongoing RAM shortage, OpenAI CEO Sam Altman said in an interview that it’s “terrible” to have RAM in personal PCs instead of data centers. During his appearance on the Cheeky Pint podcast, where he also commented on AI’s impact on math, Altman said:
Sam Altman says it’s better for RAM to be in a data center than on your desk
As OpenAI’s buying spree squeezes the world’s supply of RAM, its CEO explains why he needs so much.
“A lot of people want local inference. And somehow, they assume that the problem is solved now because we are going to have open-source models, we’re going to be able to run them on our computers, and so we’re not going to need all the stuff in the data center.
But from a global allocation perspective, actually, it’s quite terrible to have everybody have a bunch of the world’s limited supply of DRAM sitting in their own computer and being used five percent of the time.
You want maximum utilization in the cloud if you’re trying to deal with this very supply constrained environment. And somehow everyone’s— many people’s intuition is the opposite of that.”
Whether Altman meant your gaming PC or developers working with something like the Surface RTX Spark Dev Box or the new touchscreen MacBook Pro, the outcome is the same. Right now, memory companies Samsung and SK Hynix have long term deals with cloud service operators and projects like OpenAI’s Stargate that have reserved much of the world’s RAM output over the next few years. And the billions they’re willing to lay out for chips is why the laptops, phones, and other tech you use are getting more expensive right now.
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