The NVIDIA Tax

The Tax You’re Paying on a Chip You Never Bought

I live in Virginia, which means I have a front-row seat to the strangest tax increase in modern American life. Nobody voted for it. It isn’t on any ballot. But it’s showing up on the electric bills of people who have never typed a prompt into a chatbot and wouldn’t know a GPU from a garden hose.

In January, Consumer Reports profiled a man in Manassas who had lived in the same house for nearly forty years and opened an electricity bill for $281 — roughly triple what he’d paid the month before. He is not a heavy user. He did not buy […]

By |May 29th, 2026|2026, Uncategorized|12 Comments
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Bob’s Big Picture technology predictions for 2017

2016-17I couldn’t put it off any longer so here are my technology predictions for 2017. I’ve been reading over my predictions from past years and see a fundamental change in structure over that time, going from an emphasis on products to an emphasis on companies. This goes along, I’d say, with the greater business orientation of this column. That makes sense with a maturing market and mature industries and also with the fact that a fair number of readers are here mainly as investors, something that didn’t used to be so much the case.

Of course we begin with a look at my predictions from a year ago to see how I did. Almost nobody in […]

By |January 9th, 2017|2017, cloud computing, Companies, Predictions, Technology|142 Comments
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IBM’s Power8 servers are less than meets the eye

ibm-nvidiaTwo weeks ago IBM told the IT world it was taking on Intel in the battle for server chips with new Power8 processors incorporating advanced interconnection and GPU technology from NVIDIA. This followed an announcement earlier in the year that Google was using Power8 processors in some of its homemade servers. All this bodes well for IBM’s chip unit, right?

Not so fast.

Some product announcements are more real than others. While it’s true that IBM announced the imminent availability of its first servers equipped with optional Graphical Processing Units (GPUs), most of the other products announced are up to two years in the future. The real sizzle here is the NVlink and CAPi stuff that won’t really […]

By |October 12th, 2014|2014, cloud computing, Companies, Internet, Software, Technology|19 Comments
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Amazon’s new graphical cloud helps make desktops obsolete

g2_gpu_model_4Amazon Web Services quietly released on Tuesday a pair of new instances on its EC2 cloud computing service. Not just new instances but a whole new type of instance aimed at 2D and 3D graphical computing. For the first time from AWS in a generally available instance, developers and users will have access to virtual machines with GPUs. It’s like putting a PC in the cloud. More properly it is like putting your PC in the cloud. I think this has great disruptive potential. And that means we’ll see similar services coming soon from other cloud providers.

Autodesk must think it has potential, too, because they’ll be offering several applications on the new platform, […]

By |November 6th, 2013|2013, Breaking News, cloud computing, Software|67 Comments
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Too Big to Fail

I wrote a few days ago about the Intel anti-trust settlement with the Federal Trade Commission. Those words stand unchanged but some readers have asked for more so I have given the deal further thought and have what might be a better context in which to place it — Too Big to Fail. This isn’t “too big to fail” in the Bush/Obama big bank context in which failing and stupid institutions are saved at any cost to the public. Intel, in contrast, literally is too big to fail, at least right now.

Everything about the Intel/FTC settlement screams of one thing — Microsoft. Redmond’s multi-year nightmare with the FTC, DoJ, and the attorneys-general of several dozen […]

By |August 12th, 2010|2010|67 Comments
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