kd913
They are and were aiming to be included in S&P and Nasdaq indexes, thank god they are considered junk debt.
Even outside of that their 800 billion, and I assume OpenAI's equally shitty compute contracts pollute the MAG7 revenue lines.
How much does it represent the MAG7 revenue books? How much is their shitty stock deal counted towards the above assets?
When that money fails to materialize, again john taxpayer will be looking to bail out whilst the scum run away having cashed out ASAP.
Fuck all the people involved.
It is not for the benefit of society, it is not good engineering, it is pure financial fuckery. ENRON smartest guys in the room esque.
Am encouraging everyone I know to dump US bonds, US stocks because to hell with these hucksters trying to steal my pension.
Why would I pick anthropic.
Given a bubble they have no alternative but to hype it up?
At the moment given oil and bond crisis, including Oracle force majeur on Project Jupiter it seems the bond market money supply is tight. Same with SoftBank’s 1 trillion yen bond in Tokyo at 4.9%?
Seems to me that AMD again wants to hold hot potato of inventory…
You can define connections to home, camera, network etc...
I have not seen the same in flatpak.
Sure send them all your financial, personal data, they won't ever sell it on to the highest bidder for a new profit stream.
Using it as a therapist, financial advisor, health expert and blackboard has always been a terrible idea.
They pumped ai adjacent stocks to draw retail in, to provide liquidity now when they are in theory forced to purchase SpaceX.
Effectively getting people to buy semi-ai stocks at a premium to fund their forced purchase for SpaceX.
Arm and AMD pumped to insane levels on basically nothing.
What proof is there for your narrative versus mine?
Would argue for those purposes 40gig thunderbolt makes a lot more sense.
WPA3 moved from symmetric AES to ECDH which is vulnerable to Quantum. Gonna be a tonne of IOT inverters waste.
The phone now has a limited lifespan though because of this prior stupidity where eventually am gonna get into spicy pillow territory. At that point the phone prematurely dies.
We are going into a period where we are throwing away devices with 12mp+ cameras, and processors arguably faster than most desktops. It was arguable when the phones were old and legacy, but at this point the cameras on there are stupidly good.
We need these phones to be repurposed for a second life and actually capture their manufacture energy costs.
Frankly, if Apple allowed old iphones to be used for server usage, it is kind of crazy how efficient per dollar that would be.
10% of the stock is floated.
90% of the stock is owned by Masa who used it for collateral for his 18 billion loan for Stargate. THat is against 33 banks who have a strong incentivise to dump in a margin call situation.
Their revenues are circular for the last 4 years, with 30% growth purely coming from Softbank shuffling their own money.
They are gonna be the canary in the coal mine for when the AI bubble implodes.
Is anyone looking at this and the CBO figures and not just realising the government is straight lying about the figures?
Gonna believe Powell and Waller on this one.
Reports in North Virginia and Texas are stating existing data centres are being capped 30% to prevent residential brownouts.
We will see how the maths works out given there is 19 GW shortage of power. 7 year lead time for Siemens power turbines, 3-5 years for transformers.
Raw commodities are shooting up, not enough education to cover nuclear and SMEs and the RoI is already underwater.
Current US debt to gdp is 124%, 38.6 trillion. Japan too at 230-240%.
Bond markets in both are looking seriously unhealthy (Japan going via a Liz Truss moment at present).
If the AI bubble falls over, the US government is going to have to print 5 trillion to cover the bubble at least. The only option there is inflate away anyone holding cash.
If hte AI succeeds and people are replaced, the US government faces a massive fiscal cliff of a loss of tax receipts. They won't be able to service the debt and again will be forced to inflate away.
To service current debt projects, AI growth needs to return some 3.2-3.5%, it is currently 0.5%.
Bonds, equities, USD, and housing are all risk assets right now.
90% of their stock is being used as collateral against 33 banks for 18 billion stargate loan to OpenAI.
Given Japanese bond markets right now, 30% circular financing, if the AI narrative falls, ARM is gonna blow up.
The cooler was under the rated tdp of the platform. That and it lasted 6 months and so far seemed the only case of it falling over like it did.
Yea am leaning on it being user error.
That and it moved to Arm’s 9.2 instructions.
The price for a H100 per hour has gone from the peak of $8.42 to about $1.80.
A H100 consumes 700W, lets say $0.10 per kwh?
A H100 costs around $30000.
Given deepseek, can the price of this drop further given a much larger supply of available GPUs can now be proven to be unlocked (Mi300x, H200s, H800s etc...).
Now that LLMs have effectively become commodity, with a significant price floor, is this new value ahead of what is profitable for the card.
Given the new Blackwell is $70000, is there sufficient applications that enable customers to get a RoI on the new card?
Am curious about this as I think I am currently ignorant of the types of applications that businesses can use to outweigh the costs. I predict that the cost per hour of the GPU dropping such that it isn't such a no-brainer investment compared to previously. Especially if it is now possible to unlock potential from much older platforms running at lower electricity rates.
I don't expect a #180 AUM hedgefund to have as many GPUs than meta, msft or Google.