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☆ Yσɠƚԋσʂ ☆@lemmy.ml to Technology@lemmy.mlEnglish · 1 day ago

If this is true, the hyperscalers are toast

klementoninvesting.substack.com

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If this is true, the hyperscalers are toast

klementoninvesting.substack.com

☆ Yσɠƚԋσʂ ☆@lemmy.ml to Technology@lemmy.mlEnglish · 1 day ago
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  • technology@midwest.social
In my regular research (behind a paywall), I have been saying for a while that I think the future of AI is not large language models (LLM), but small language models (SLM) run on local desktop computers or even mobile phones.
  • kibiz0r@midwest.social
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    11 hours ago

    Hence “x86 (desktop OS) space”. It’s not intrinsically part of x86, but it has settled in as a conventional piece of x86 desktop OSes. x86 consoles and ARM desktops don’t assume the same principle, and they can get a lot more mileage out of SoCs as a result.

    • jumping redditor [they/them]@sh.itjust.works
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      4 hours ago

      Aren’t there arm workstations that still take pcie cards and have a similar architecture to x86?

      • kibiz0r@midwest.social
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        3 hours ago

        Yes. The issue is not that ARM systems don’t/can’t communicate with a dGPU over PCIe. It’s that x86 systems have to basically pretend they’re using PCIe to communicate with an iGPU. (Not literally, but a lot of the primitives they use were inherited from AGP/PCI and don’t make a lot of sense for an SoC.)

      • Liam Proven@social.vivaldi.net
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        4 hours ago

        @jumping_redditor @kibiz0r

        You really need to read this series:

        https://marcin.juszkiewicz.com.pl/2025/07/07/arm-desktop-2025-attempt-part-one/

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