{"id":34597,"date":"2026-01-10T02:55:00","date_gmt":"2026-01-10T02:55:00","guid":{"rendered":"https:\/\/catalinx.ro\/wordpress\/?p=34597"},"modified":"2026-01-07T07:23:31","modified_gmt":"2026-01-07T07:23:31","slug":"file-din-cartea-de-feudalism-2-0-schema-cu-ramii","status":"publish","type":"post","link":"https:\/\/catalinx.ro\/wordpress\/?p=34597","title":{"rendered":"File din cartea de Feudalism 2.0: Schema cu ramii"},"content":{"rendered":"
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A \u00eenceput cu pl\u0103cile video – nvidia, \u00een principiu, care \u0219i focalizat produc\u021bia, de aproape 10 ani, pentru minerii de crypto \u0219i gamerii au r\u0103mas pe afar\u0103. Atunci nu era vorba de feudalism, ci de capitalism – minerii de crypto pl\u0103teau mai mult \u0219i aveau cerere mai mare \u0219i nu erau prea interesa\u021bi de update-uri de drivere, etc. Un model de business mai bun pentru nvidia la momentul \u0103la. <\/p>\n\n\n\n

De ce aduc asta \u00een discu\u021bie atunci?<\/p>\n\n\n\n

Pentru c\u0103 \u00een momentul c\u00e2nd cererea s-a mutat de pe crypto pe AI \u0219i puletele mediu, gamer, ce-o fi el, a r\u0103mas din nou pe afar\u0103, oamenii , anali\u0219tii, nu s-au prins, ai considerat c\u0103 e tot capitalism s\u0103lbatic, iar de data asta nu mai e. <\/strong><\/p>\n\n\n\n

40% din clien\u021bii nvidia de acum sunt hyperscaleri <\/a>\u0219i probabil c\u0103 propor\u021bia va cre\u0219te.
Hyperscalo\u0219ii sunt \u0103\u0219tia<\/a>: Microshit, M\u0103ta, Amazon \u0219i Gogu.<\/p>\n\n\n\n

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Stai c\u0103 e lung\u0103 povestea. Microsoft, \u00een cazul de fa\u021b\u0103 e OpenAI. Iar nvidia a investit 100 de mili-arde de dolari \u00een OpenAI<\/a>, adic\u0103 cump\u0103r\u0103 ac\u021biuni OpenAi \u0219i \u00eei pl\u0103te\u0219te ca s\u0103 cumpere solu\u021bii GPU ( c\u0103 nu mai e vorba doar de pl\u0103ci video) pentru serverele lor. Dar nu numai, c\u0103 Microsoft mai ofer\u0103 \u0219i alte solu\u021bii de video on cloud.
Pe de o parte, \u00ee\u0219i umfl\u0103 singuri bula, ac\u021biunile ,etc, c\u0103-\u0219i produc singuri v\u00e2nz\u0103ri, pe de alta, \u00ee\u0219i consolideaz\u0103 pozi\u021bia feudal\u0103 pe real-estate-ul computa\u021bional la nivel hardware.
Aaa – tu ? Tu sugi pula. E\u0219ti \u00een poza asta la Others \u0219i n-o s\u0103 mai fi nici acolo, o s\u0103 fii client de pl\u0103ci video pe cloud la unul din boiero\u0219ii \u0103\u0219tia planetari. Sau a\u0219a te vor ei, s\u0103 te fac\u0103 s\u0103 \u00een\u021belegi c\u0103 e prea scump pentru tine s\u0103 ai calculatorul t\u0103u cu placa ta video, cu AI-ul t\u0103u local, sugi pula \u0219i pl\u0103te\u0219te abonament la solu\u021bia lor pentru jocuri pe cloud, la AI, la pizda m\u0103-tii, la tot. <\/p>\n\n\n\n

Iar acum vine schema pe RAM. E de anul trecut , dar nu m-am gr\u0103bit s\u0103 public, scriu asta prin noiembrie a\u0219a, c\u0103 nu e ca \u0219i cum o s\u0103 po\u021bi s\u0103 faci ceva pe tem\u0103. Ce-o s\u0103 faci, o s\u0103 cumperi RAM \u00een avans?
Eu am cump\u0103rat un laptop cu 32GB de RAM \u00een el, la pre\u021b promo, pentru copil, c\u0103 mie \u00eemi trebuie de la 64 \u00een sus.
Micron <\/a>se opresc din produs memorii pentru \u201dconsumers\u201d – adic\u0103 noi. Poate crezi c\u0103 e OK, e captialism, vor produce pentru afaceri, nu? Eh uite c\u0103 \u0219i la ei distribu\u021bia e cam a\u0219a<\/a>.
Ce vede\u021bi acolo la Cloud Memory \/ HBM<\/a> sunt tot hyperscalerii anteriori.

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Ce vreau s\u0103 spun cu asta? Simplu. Au acaparat resursele lumii \u0219i acum toat\u0103 lumea munce\u0219te pentru ei \u0219i, \u00een acela\u0219i timp, vor s\u0103 transforme toat\u0103 lumea \u00een clien\u021bii lor – acesta este feudalism, nu capitalism. <\/p>\n\n\n\n

Nu e ca \u0103la clasic \u00een care nobilul declara c\u0103 p\u0103m\u00e2ntul este al lui \u0219i tu \u00eei pl\u0103teai rent\u0103, iobagule, c\u0103 oricum nu prea g\u0103seai un p\u0103m\u00e2nt s\u0103 nu fie al cuiva, iar dac\u0103 g\u0103seai, e OK, c\u0103 venea peste tine cu armata \u0219i se f\u0103cea al lui.
E feudalism \u00een sensul c\u0103 tu nu mai po\u021bi avea solu\u021biile tale, real estate-ul t\u0103u de computin c\u0103 nu prea mai unde s\u0103-l cumperi, iar practic, dac\u0103 g\u0103se\u0219ti, nu-\u021bi permi\u021bi oricum – pentru c\u0103 se mascheaz\u0103 resursele l\u0103sate libere de ocupa\u021bie sub umbrela capitalismului.
De ce? De pentru c\u0103 tu ai doar datorii \u0219i rate, nu ai sute de miliarde de dolari cum au cei c\u0103rora le pl\u0103te\u0219ti rente \u0219i servicii. <\/p>\n\n\n\n

Probleme?
Sugi pula, meri \u0219i mai ia un credit, un abonament, un ceva – nu vei de\u021bine nimic \u0219i vei fi fericit. E\u0219ti fericit? Ai face bine s\u0103 fii. <\/strong><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

A \u00eenceput cu pl\u0103cile video – nvidia, \u00een principiu, care \u0219i focalizat produc\u021bia, de aproape 10 ani, pentru minerii de crypto \u0219i gamerii au r\u0103mas…<\/p>\n","protected":false},"author":2,"featured_media":34598,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[3499,170],"tags":[6959,6958,6957,6956],"class_list":["post-34597","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economie","category-politice","tag-acapararea-resurselor-de-computing","tag-criza-in-computing","tag-feudalism-2-0","tag-neoliberalism-tehnologic"],"views":456,"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/catalinx.ro\/wordpress\/wp-content\/uploads\/2025\/12\/resize.webp","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p4Eq23-901","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/34597","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=34597"}],"version-history":[{"count":3,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/34597\/revisions"}],"predecessor-version":[{"id":34858,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/34597\/revisions\/34858"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/media\/34598"}],"wp:attachment":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=34597"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=34597"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=34597"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}