Until the money stops pouring in I suppose

Idk... I'm a tad excited to buy one for peanuts on eBay in a couple years for a local smart home upgrade. Heck, when the bubble pops, maybe they can sell power from all those generators back to the city and lower our utility bills too. /S

Current models are speculated at 700 billion parameters plus. At 32 bit precision (half float), that’s 2.8TB of RAM per model, or about 10 of these units. There are ways to lower it, but if you’re trying to run full precision (say for training) you’d use over 2x this, something like maybe 4x depending on how you store gradients and updates, and then running full precision I’d reckon at 32bit probably. Possible I suppose they train at 32bit but I’d be kind of surprised.

Edit: Also, they don’t release it anymore but some folks think newer models are like 1.5 trillion parameters. So figure around 2-3x that number above for newer models. The only real strategy for these guys is bigger. I think it’s dumb, and the returns are diminishing rapidly, but you got to sell the investors. If reciting nearly whole works verbatim is easy now, it’s going to be exact if they keep going. They’ll approach parameter spaces that can just straight up save things into their parameter spaces.

LLMs can already use way more I believe, they don't really run them on a single one of these things.

The HBM4 would likely be great for speed though.

Yeah they’re going to cost as much as a house.

I think we’ll see much larger active portions of larger MOEs, and larger context windows, which would be useful.

The non LLM models I run would benefit a lot from this, but I don’t know of I’ll ever be able to justify the cost of how much they’ll be.

Fundamentally no, linear progress requires exponential resources. The below article is about AGI but transformer based models will not benefit from just more grunt. We're at the software stage of the problem now. But that doesn't sign fat checks, so the big companies are incentivized to print money by developing more hardware.

https://timdettmers.com/2025/12/10/why-agi-will-not-happen/

Also the industry is running out of training data

https://arxiv.org/html/2602.21462v1

What we need are more efficient models, and better harnessing. Or a different approach, reinforced learning applied to RNNs that use transformers has been showing promise.

Almost like an LLM wrote it...

The news is important, but when it comes to user-end AI in general, big fucking meh.

yuup