The CPU is more expensive than the workstation blackwell card. 8x 96GB DIMMs - 96GB was at a corner in the price per GB, 128GB was more expensive per GB - is also more expensive now than the GPU. In fact the prices for that kind of package on ebay seem to be approaching the price of the entire box.
Number one, you become a recurring subscription instead of a one and done deal, making it incredibly profitable for industry
And number two, the government can more easily snoop on your data when it's all in the cloud versus a HDD box in your closet.
Granted, I think we're far away from that future, but I do feel that's the future the powers that be desire and they can use various mechanism to force that behavior, like convenience, and pricing, like for example making PC parts too expensive for consumers and subsidizing cloud and mobile devices to accelerate the move, and once enough consumers only know how to use Apple or Google devices they'll be less inclined to spend more money to build a PC and learn what a Linux is.
When computers go obsolete in 2 years nobody wants them on their balance sheets, when they last 6 sales go down and you get more years of profit from owning them. This hasn’t been an instantaneous transition, but a low shift in how the industry operates.
But the first one? I'm less convinced. I think the underlying assumption is that companies look to make the most money off consumers. I can get behind that.
But just the other day I was looking at a new GPU and considered running a local LLM. I was looking at spending no more than 1000 €. That would get a me 5070 TI 16 GB. Not enough to reasonably run anything interesting. I'm not looking to "tinker with things", I want to actually use them, mostly for coding. A JetBrains subscription would run less than 10 € per month [0], and keep me up to date with the evolution of things. My 5070 would be stuck at its mostly useless level forever, since I don't see requirements going down any time soon. If prices didn't change, I'd need more than 100 months, or 8 years, to break even. And during these 8 years, I'd never have a decent LLM experience by buying it outright.
Sure, this would be a capable GPU for other uses. But in my case, it would just sit around under my desk heating up my room.
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[0] You'd get a 20 € discount if paying for a whole year upfront (10/month, 100/year). I'm also excluding VAT, since I'd buy this for work and have a VAT registered company.
Increasingly, what we have are mobile terminals - possibly with a dock for monitor connections - for remote big iron. And the continuous push from governments for more control - seemingly synchronous demands for age gating (i.e. requiring IDs) and chat snooping - males me think this remote hardware won't really be yours before long.
Windows, caught up in the LLM mania, is to be left by the wayside too.