Industry

Industry

The business side of tech. Analysis on tech giants, startups, market trends, emerging technologies, and policies shaping the IT landscape.

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AI is getting cheaper faster than almost any technology in history

One AI task went from $0.30 to $0.0004 per question in a year and a half
Bottom line: AI models are getting cheaper to use at a pace that could reshape the advanced software market. A report from research firm Epoch AI finds that the cost of reaching a given level of AI performance has fallen by nearly 50% per quarter, or about 13 times per year. That is a faster rate of decline than the cost curves seen in lithium-ion batteries, DNA sequencing and computing hardware.
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G.Skill wins customer's lifetime loyalty after replacing a $150 open-box eBay RAM kit now worth $1,199

In a nutshell: There's been a depressing trend recently in which hardware companies refuse warranty claims for questionable reasons – or refund the customer's original purchase amount – as a result of their products' prices skyrocketing. But it seems not every firm is being greedy. One person has praised G.Skill for replacing a 64 GB DDR5 RAM kit bought from eBay for $150 with a brand-new kit worth $1,199.
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ASML says AI's effect on chipmaking will unfold over the next 10 to 15 years, not overnight

ASML is betting bigger EUV mirrors and stacked transistors will keep chips advancing
Crystal ball: ASML is the only company that makes the EUV lithography machines needed to produce the world's most advanced chips. Its CEO, Christophe Fouquet, says the AI boom will play out over 10 to 15 years and that we're only seeing the tip of the iceberg. Meeting that demand will depend on better optics, vertical chip designs and a sprawling supplier network that can't be scaled up quickly. That makes ASML's roadmap a useful gauge of how far AI hardware can go, and how fast.
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Former EVGA manager reveals how Nvidia's Founders Edition cards helped drive the company out of GPUs

Winners & losers: EVGA's 2022 exit from Nvidia graphics cards remains one of the industry's most striking partner breakups, and this first-hand account shows how the relationship worked day to day. Hedrick describes a company squeezed by Nvidia's Founders Edition cards, pressure to keep a loss-making entry model and tight control over launch information, all in a business that made up 78% of EVGA's sales. It's only one side of the story, though. Nvidia's CEO and outside reports point to EVGA's own strategy and costs.
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