Comment on How does the private equity bubble compare to the AI bubble if at all?
gravitas_deficiency@sh.itjust.works 1 day agoThe problem is that the deprecation/obsolescence/lifetime cycles of GPUs is WAY more rapid than anyone in the “AI” circlejerk bubble is willing to admit. Aside from the generational upgrades that you tend to see in GPUs, which make older models far less valuable in terms of investment, server hardware simply cannot function at peak load indefinitely - and running GPUs at peak load constantly MASSIVELY shortens the MTBF.
TL;DR: the way GPUs are used in ML applications mean that they tend to cook themselves WAY quicker than the GPU you have in your gaming machine or console - as in, they often have a couple of years lifetime, max, and that failure rate is a bell curve.
BlameThePeacock@lemmy.ca 1 day ago
You’re pulling shit out of your ass at this point, there are some doom reports out of people suggesting that may be a problem, but there are also reports out of other companies(meta for example) with documentation saying the rate is much lower and the mean failure is 6+ years.
The other leftovers from the crash also won’t have that problem. It’s not just about GPUs. Datacenters and their infrastructure last a lot longer, and the electric generation/transportation networks will also potentially be useful for various alternative applications if the AI use case flops.
gravitas_deficiency@sh.itjust.works 1 day ago
MTBF is absolutely not six years if you’re running your H100 nodes at peak load and heat soaking the shit out of them. ML workloads are particularly hard on GPU RAM in particular, and sustained heat load on that particular component type on the board is known to degrade performance and integrity.
As to Meta’s (or MS, or OpenAI, or what have you) doc on MTBF: I don’t really trust them on that, because they’re a big player in the “AI” bubble, so of course they’d want to give the impression that the hardware they’re using in their data centers still have a bunch of useful life left. That’s a direct impact to their balance sheet. If they can misrepresent extremely expensive components that they have a shitload of as still being worth a lot, instead of being essentially being salvage/parts only, I would absolutely expect them to do that. Especially in the regulatory environment in which we now exist.
BlameThePeacock@lemmy.ca 1 day ago
I mean, we really don’t have the data to prove this either way.
tomshardware.com/…/faulty-nvidia-h100-gpus-and-hb…
Meta’s training of Llama3 405B model had a 1.34% failure rate for GPUs over the 54 days it ran, across 16387 gpus. It’s not likely that all of those faults led to bricked hardware either, they could have just lost part of their performance or memory.
The real question is does that test scale to the long term, often with hardware like this there’s a bathtub curve for failure. If those units used were brand new, many of the failures could have just been the initial wave of failures, and there could be a long period of relative stability that hadn’t even been seen yet.
GPU based coin mining demonstrated that GPUs often had a lifespan over 5 years of constant use before failure on consumer cards in often less than ideal operating conditions.