Subject: Re: Nvidia is burying its competitors: the company has introduced a new revolutionary RTX Spark chip
On Tue, 6/2/2026 12:03 PM, MummyChunk wrote:
Main details:
Laptops with this chip will be very thin, and their power will be equivalent to the flagship RTX 5070
Nvidia claims that the chip is the ultimate solution for gaming, running local AI and working with heavy applications
Laptops will finally start to have decent battery life˙ they promise next-generation energy efficiency
The first devices will start appearing already in the fall, along with laptops, and compact PCs with RTX Spark inside are also being made
Literally everyone is preparing their flagships on the new chip: Microsoft, Asus, MSI, Dell and others
Earlier, a whole range of companies announced a "new era in the PC industry"
Just to be clear, the computer industry works on evolution, not revolution.
This is why we've *never* had accelerated advancement.
The advancement must be teased out in small amounts. So
we have a product story for next year. We don't keep our nose
to the grindstone, and make something which is ahead of its time.
Take as an example, making a CPU with a 128GB address space.
And the next "revolutionary" chip is exactly the same core design and
has a 192GB address space. Big deal.
They could make some *amazing* things, but you have to remember
that the AI training/datacenter inference pays 10x better to work
for, so the consumer side is just "wheel spin and filler" for these
companies.
As for the AI industry, we can sell them shovels without handles
and mules without legs, and they will still buy them. The idiots
building datacenters on the tundra with 10GW of gas turbines
and no road to the building, those people have to "fill their
building with something that looks remotely like a computation device".
And that means any old piece of schlock the lesser companies make,
is still an opportunity for those lesser companies.
*******
Now, this is a computation company. And golly, look, I get to learn
today they're doing an IPO. Everyone is doing an IPO at the same time,
which is a sign of the bubble collapsing ("trolling for suckers").
Their computing device by the way, has *400,000* cores on a single
wafer-scale device. That's the version intended for AI-specific purpose.
The device has a 20kW power consumption when all the cores are railed.
Or rather, the clock rate would be reduced to keep the power
in check, to the 20kW level (like all computing devices now, they
are power constrained). This means the cooling underneath
the wafer, has to be pretty fancy. Previous liquid cooled projects
with margin, used to do 1kW with liquids. This is 20 times as much,
with a slightly larger physical size. Cooling these projects and
moving the heat out of the building, involves just as much amazing
engineering as the core designs in them.
https://marketwise.com/investing/cerebras-ipo-nvidia-rival/
NVidia isn't burying anyone. It's running for its life.
Paul
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