dinglius-bonkler.bsky.social
@dinglius-bonkler.bsky.social
@edzitron.com Seeing reports out of South Korea that Google and MS are struggling so hard to get RAM right now that they're resulting to punitive measures to try and get results. But surely this is a sign that the industry is healthy and good!
m.sedaily.com/NewsView/2H1...
m.sedaily.com/NewsView/2H1...
[단독] MS·구글, 韓 상주하며 공급 호소… 삼성·SK 물량 못 따오면 '해고'도
산업 > 기업 뉴스: 이달 초 방한한 마이크로소프트(MS) 구매 담당 임원진은 국내 한 반도체 기업와 공급계약(LTA) 및 가격 협상을 진행했다. 해당 ...
m.sedaily.com
December 28, 2025 at 3:54 AM
@edzitron.com Seeing reports out of South Korea that Google and MS are struggling so hard to get RAM right now that they're resulting to punitive measures to try and get results. But surely this is a sign that the industry is healthy and good!
m.sedaily.com/NewsView/2H1...
m.sedaily.com/NewsView/2H1...
@edzitron.com Looks like Morgan Stanley reported that cooling systems for a rack of Blackwells or Rubins costs around $50K up front. I can only imagine that the running costs are similarly expensive...
www.tomshardware.com/pc-component...
www.tomshardware.com/pc-component...
Cooling system for a single Nvidia Blackwell Ultra NVL72 rack costs a staggering $50,000 — set to increase to $56,000 with next-generation NVL144 racks
More power, more expensive cooling.
www.tomshardware.com
December 13, 2025 at 3:18 PM
@edzitron.com Looks like Morgan Stanley reported that cooling systems for a rack of Blackwells or Rubins costs around $50K up front. I can only imagine that the running costs are similarly expensive...
www.tomshardware.com/pc-component...
www.tomshardware.com/pc-component...
@edzitron.com Have you heard of the Fediverse? It's a decentralized form of Social Media that seems really promising. Unfortunately, AI has been sucking all the air out of the room for the last few years, so nobody has really heard of it.
en.wikipedia.org/wiki/Fediverse
en.wikipedia.org/wiki/Fediverse
Fediverse - Wikipedia
en.wikipedia.org
November 25, 2025 at 11:15 PM
@edzitron.com Have you heard of the Fediverse? It's a decentralized form of Social Media that seems really promising. Unfortunately, AI has been sucking all the air out of the room for the last few years, so nobody has really heard of it.
en.wikipedia.org/wiki/Fediverse
en.wikipedia.org/wiki/Fediverse
@edzitron.com I dunno if you've seen this, but apparently JP Morgan did some CapEx analysis for the AI industry, and the results are... not great...
www.tomshardware.com/tech-industr...
www.tomshardware.com/tech-industr...
J.P. Morgan calls out AI spend, says $650 billion in annual revenue required to deliver mere 10% return on AI buildout — equivalent to $35 payment from every iPhone user, or $180 from every Netflix su...
It's going to be a rollercoaster ride.
www.tomshardware.com
November 12, 2025 at 11:38 PM
@edzitron.com I dunno if you've seen this, but apparently JP Morgan did some CapEx analysis for the AI industry, and the results are... not great...
www.tomshardware.com/tech-industr...
www.tomshardware.com/tech-industr...
@foldablehuman.bsky.social Man, after watching Line Goes Up again recently, it really is amazing how much of the current AI hype bubble is reminiscent of the NFT craze, but exaggerated by several orders of magnitude. The fallout of the crash is gonna be insane...
November 7, 2025 at 4:11 PM
@foldablehuman.bsky.social Man, after watching Line Goes Up again recently, it really is amazing how much of the current AI hype bubble is reminiscent of the NFT craze, but exaggerated by several orders of magnitude. The fallout of the crash is gonna be insane...