MyPC8MyBrain
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The way the current stock market unfolding might actually work in our favor faster than expected. All these companies went all-in on AI when their stocks were flying high. Borrowed heavily, committed to massive infrastructure builds, stripped components away from consumer products. The whole bet was that AI hype would keep going. Now? Stocks cratering, and suddenly that NVIDIA "$100B OpenAI investment" went from a done deal to "optional" and "we're considering it." That's the canary. Here's the thing - when you're overleveraged and the money dries up, you pivot FAST. And what actually makes money? Selling products consumers want to buy. Not burning cash on AI infrastructure that hasn't proven profitable. The market's forcing their hand. They can't keep the AI spending spree going when their stock's down 50% and investors are demanding answers. They need revenue, and consumers are where the revenue is. ASML doing layoffs despite record profits tells you everything - they see what's coming. So yeah, sucks for the companies and investors, but for us? This collapse might actually accelerate the return of consumer products. When the leverage evaporates, they have to sell what people actually pay for. Beginning of the end of the AI bubble might be the beginning of getting our hardware back.
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The AI boom is more overhyped than the 1990s dot-com bubble...
MyPC8MyBrain replied to Papusan's topic in Tech News
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some, it confirms storport.sys + iaStorVD.sys were interfering before (a clean fresh windows install after the BIOS change is highly recommended for perfect driver stack) did you uninstall the Intel Intel Rapid Storage / RST drivers and revert to using windows native drivers? In Device Manager > Storage controllers > uninstall any remaining Intel RST entries (right-click > uninstall device (select to also delete drivers), reboot). Let Windows use its standard NVMe driver. > Rerun LatencyMon - storport/iaStorVD spikes should drop significantly. ACPI.sys and kernel stuff here point to throttling. Disable CPU features like Intel SpeedStep or C-States in BIOS to keep things steady during benchmarks. also for your NVME controller, look for firmware update for it or if possible test with alternate drive just for validation purposes. as for NVIDIA involvement clean reinstall drivers with DDU tool, and check for power saving modes in NVIDIA Control Panel that might be interfering. Quick tweaks (do these anyway): Power plan - High Performance (disable all sleep/USB suspend in advanced settings, in particular look for and sleep features for the NVME drive or power saving nonsense). Update BIOS + chipset drivers straight from Dell's site for your your exact model (do not count on the drivers that shipped with the default system). NVIDIA Control Panel > Manage 3D Settings > Power management mode = Prefer maximum performance. Uninstall Dell SupportAssist / Optimizer if installed (known latency contributors). Rerun LatencyMon after each change to confirm drops.
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@OneSunOne If your BIOS is set to RAID (Dell's default on many models), it ramps up storport.sys latency. Switching to AHCI mode often drops this dramatically and boosts consistency in I/O-heavy benchmarks. After that, uninstall Intel RST drivers and let Windows use its native NVMe ones. to do this change you must follow these steps to the T, if you missed F2 reboot and try again until you get it right (do not change this bios setting in any other order or you risk bricking your windows boot!) from windows admin command prompt issue perform the following in this order Enable Safe Mod: bcdedit /set {current} safeboot minimal shutdown /r /t 0 reboot, enter BIOS (Press F2 during post) Change SATA / Storage mode from RAID / RST → AHCI Save and exit BIOS Windows will now continue to boot into Safe Mode, once in Safe mode, from windows admin command prompt issue this command to Disable Safe Mode and boot back to Windows: bcdedit /deletevalue {current} safeboot shutdown /r /t 0 Windows will now boot cleanly in AHCI mode, if you still have the same issue afterwards report back.
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taking you for a full circle 360 degree ride, wasting your time and money, just to leave you exactly where you started is not a solution im sorry, we call this a bunch of BS so other people can justify the poor job they are doing! do not close the ticket as resolved, you raised this ticket specifically for the WHEA errors and is the reason they sent the tech to replace your board with another faulty one in the first place, the errors did not go away, since you followed their protocol and issues still persists next step is a new system or refund your money. over here we have whats called the "Lemon Law" for the car industry, that should cover appliances now days not just cars. its a waste of your time they should now pay for since they feel its their to squander freely with... lets throw a tech visit to shut this case up, just shameful conduct across the board, you should escalate this to Dell corporate USA, and also inform the supervisor you are so he can have a good night sleep. (see your PM for direct emails for the individuals below) Jeff Clarke (Vice Chairman and Chief Operating Officer) - jeff.clarke@ Chris Cowger (lead Global Consumer and eCommerce) - chris.cowger@
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The AI boom is more overhyped than the 1990s dot-com bubble...
MyPC8MyBrain replied to Papusan's topic in Tech News
i believe these are sales executives directly tied to profit cuts from ASML very lucrative sales cake, they don't need ambassadors or high end specialty sales connections anymore, all and any possible market players simply come directly to them now. cutting these high paid executives with direct huge cuts off the ongoing sales parade is cruel but its just a textbook play for greedy corrupt corporations. (seen it first hand too many times) -
The AI boom is more overhyped than the 1990s dot-com bubble...
MyPC8MyBrain replied to Papusan's topic in Tech News
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OpenAI will go down in the history pages in the very near future, despite the arrogance displayed and passed as false confidence. similar historical events teach us important lessons if we choose to use the data when evaluating the current landscape, the good news are they will not disappear completely, case and point https://myspace.com NVIDIA is also about to be put in its place imho https://notebooktalk.net/topic/2901-the-madness-has-begun/page/2/#comment-64434
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Thinking out loud, the AI buildup toward 2025 feels like it triggered a delayed realization at the top of the major CPU vendors like Intel, AMD, and ARM. For decades, Intel, AMD, ARM, and others built their market share through platform control. OEM relationships, ecosystem lock-in, and incremental architectural leverage made the CPU the anchor of the system. Then, almost overnight, they found themselves paying billions to accelerate someone else’s technology, reshaping entire systems around it, and effectively handing over slices of the very market they spent decades carving out. That is a reversal of logic. Instead of defending the platform, they subsidized the erosion of their own leverage. Value migrated away from the CPU and toward an external accelerator that began defining how systems are built, priced, and scaled. At some point, executives notice when they are funding their own displacement. What seems to be happening now is a quiet correction. Rather than continuing to pour capital into accelerating a smaller player’s dominance, money appears to be flowing back inward. Into their own roadmaps. Their own architectures. Their own standards and system-level control. This is not something you see announced in press releases. You see it in behavior, hesitation, and shifting priorities. You also see it in the market. Intel and AMD are no longer acting like companies resigned to becoming feeder components. At the same time, NVIDIA’s stock is not following the straight-line hype trajectory you would expect if total platform capture were inevitable. That divergence suggests reassessment behind the scenes, not universal buy-in. If the AI story were as simple as the headlines claim, capital flow would be one-directional. It is not. This does not mean NVIDIA goes away. It means the assumption that the entire industry will continue financing its expansion indefinitely is likely wrong. Platform owners eventually defend platforms. The AI boom did not just create demand. It exposed a power imbalance that incumbents tolerated for too long. What we are likely seeing now is the early phase of that imbalance being corrected quietly, deliberately, and before it becomes irreversible. The solution is simple, but overlooked: eliminate the silo. Unified, coherent memory allows CPUs and accelerators to operate on the same data without costly copies. Once that bottleneck is gone, the perceived GPU advantage evaporates. CPUs retain their performance, and accelerators return to their intended role: augmenting the platform, not defining it.
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I think the issue is deeper than AI specifically. When you enter a building, do you take the stairs or the elevator by default? When you travel somewhere unfamiliar, do you use a paper map or Google Maps? When you need to remember a phone number or an address, do you commit it to memory or store it on your phone? No matter how we frame it, our cognitive and physical habits have been eroding for decades. It happens gradually and mostly without us noticing. I grew up in a time when elevators were rare. You took the stairs because there was no alternative. When you needed a phone number or an address, you used the yellow pages or asked around. Your brain was the address book. I carried hundreds of numbers and locations in my head and could recall them instantly. Navigation worked the same way. You learned your surroundings by observing them. You placed mental markers along the way. Physical maps mattered. An atlas was a normal household item. Many kids today have never even seen one. AI is not the beginning of this shift. It is just the latest step in a long process where convenience replaces effort and external tools quietly take over functions we used to exercise ourselves. The problem is not using technology. The problem is forgetting what we give up when we stop exercising those abilities altogether.
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the erosion of our brains started long time ago when PDA's and Smartphone first arrived on the scenes over 2 decades ago.
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The AI boom is more overhyped than the 1990s dot-com bubble...
MyPC8MyBrain replied to Papusan's topic in Tech News
as they should be, Substrate Lithography next-generation semiconductor foundry - https://substrate.com/ -
The AI boom is more overhyped than the 1990s dot-com bubble...
MyPC8MyBrain replied to Papusan's topic in Tech News
its much simpler to answer this question from the other direction, when was the last time Microsoft did something right? the answer to that is simple, since XP. everything since has been an ongoing lame attempt after another in converting PC's as in personal computers into public money grabbing kiosks. -
The AI boom is more overhyped than the 1990s dot-com bubble...
MyPC8MyBrain replied to Papusan's topic in Tech News
No, AI is not what is causing the damage (Jensen). What is causing the damage is deliberate market manipulation that was planned years in advance (Jensen). Decisions like removing NVLink from workstation-class hardware (Jensen) were not technical necessities. They were strategic moves designed to ensure the hardware could only be used properly in the specific ways that extract the most value from customers (Jensen). That is not AI hurting society. That is vendors engineering artificial constraints to maximize rent extraction. Blaming AI is a convenient deflection (Jensen). The damage comes from choices made by people who were trusted with the keys to the ecosystem (Jensen). Over two decades, that trust was built carefully. The moment leverage became absolute, it was abused (Jensen). This is no longer about innovation. It is about control, segmentation, and rent-seeking behavior disguised as progress. History is unforgiving to this pattern. Companies at the peak of perceived indispensability (Jensen) convince themselves the fall cannot happen. It always does. The bigger the pedestal, the harder the landing. Today’s industry heroes (NVIDIA) have a habit of becoming tomorrow’s cautionary tales. AI is just the excuse. The real problem is greed dressed up as inevitability, Mr. Huang. -
CES is over, and look at what actually showed up. One low-tier new Intel CPU. One mildly boosted AMD SKU. No new GPUs. No real platform shifts. No meaningful architectural progress. For an industry supposedly in the middle of the biggest computing revolution in decades, this was a staggeringly thin showing. If this were a classroom, you would not call it cutting edge. You would call it remedial at best. Lots of repetition, very little advancement, and an uncomfortable sense that everyone is stalling for time. That is not because innovation suddenly got harder. It is because the market is locked into monetizing what already exists. When margins come from scarcity, price control, and segmentation, there is no urgency to move fast. So instead of bold platforms, we get SKU shuffling. Instead of new architectures, we get minor frequency bumps. Instead of GPUs, we get silence. This is what an industry looks like when it is more focused on managing demand than pushing capability. What makes this year stand out from previous is not that the products were underwhelming. It is that there was no clear sense of direction. Even going back to the 1980s and early 1990s, CES consistently showed forward motion. The hardware was primitive, but the trajectory was visible. New buses, new form factors, new categories, and clear signals about where platforms were heading next. This year did not feel like that. This felt like a strategic pause. An industry more focused on managing inventory, pricing, and segmentation than on moving the platform forward. When margins are being extracted from scarcity and control, there is little incentive to accelerate change. So instead of architectural shifts, we get SKU reshuffles. Instead of new GPUs, we get silence. Instead of platform evolution, we get minor bumps that preserve the status quo. That is not how CES has historically behaved, even in slower decades. There may have been weaker products in the past, but there has rarely been a show with so little visible intent to move computing forward. And that ties directly back to everything above. When markets are optimized for monetization over progress, innovation slows. Not because it is impossible, but because standing still has become more profitable than moving ahead.
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I’m still skeptical. It remains to be seen how close they’ll actually get to “back to their roots.” So far, the messaging only references XPS and implicitly Precision via the new naming convention. Both lines have earned multi-generation followings, but after the recent roller coaster, there’s real ground to make up to regain trust. And that trust isn’t tied to a name. It’s tied to a philosophy one they’ve been slowly eroding over the past few years.