The AI hype/scarcity frenzy (bubble) was based on Meta and xAI hoarding GPUs for themselves instead of reselling compute, making it abundant instead of scarce. All of the other datacenters were hoping to have them as customers instead of competitors.
2 lies in article:
byline “proves compute is scarce” is opposite. This is not a real datacenter rental deal. It is a “can quit anytime” show deal. Token consumption is down 20% since march peak.
“Compute costs are rising exponentially”. Blatant lie, in terms of compute pricing $/gpu hour. Rates are near their accounting floor (though not at rock bottom) for H series, and the faster newer cards are just 2x the $/hour instead of the 8x saturated performance difference.
You see… the previous corrupt process was only a problem not because doors were falling off planes mid air, but because that happened recently enough for you to remember it tied to the corrupt process. If Boeing isn’t allowed to sell cheaply made death traps, then China and Iran win.
A very simple theory of innovation/development is cultural, specifically whether your empire will make you rich for developing military applications, and control more heretical heatens. Motivation for the Wright brothers would simply have been great empire/government rewards for success. Eastern cultures were less expansionist driven.
hot-air balloons before plastics were often made of silk (and rubber), since most other materials are either too heavy (at least for practical purposes) or too thermally sensitive, and that’s an expensive experiment to be undertaking if you haven’t the first clue how it works.
I have no idea how old “Chinese lanterns” (small hot air balloon carrying a candle) are, but I assume very old. Concept behind hot air balloon understood. and the most basic imagination would understand the scaling potential. That they also dominated silk supply would require a different explanation for why human basket sized balloons took so long to develop.
Willowdale, rn, at 474. 200 points higher than “official city reading”. Detroit has a 908 reading. I think that is 1/1000th smoke to air ratio.
TGFM (Thank god for Mississipi) is what allowed Alabama to be 49th on most quality of life metrics for so long.
Clitoris is that girl who get’s raped on a pinball machine in Silence of the Lambs.
Vibe coder fanboi went live on youtube when fable came out. Spent $60 in tokens to make a GTA 0.1 clone.
This seemed more alarming news: AAI is tracking IPs/proxies/vpn, timezones on requests.
https://tech.yahoo.com/ai/claude/articles/anthropic-caught-secretly-spying-users-204222066.html
While it is explained as “only to accuse China of evil”, its tracking everyone, and empowers US government crackdowns on anyone either AAI or US doesn’t like.
For last 5 quarters, Nvidia has sold much more GPUs than get installed. On 3 year depreciation schedule, 8xh200s are $1.50/hour per card just sitting there. B200s are $2/hr. (Nvidia changes network cable each generation). Very expensive to do what you are suggesting is happening, but only other explanation is smuggling into China, or secret sovereign/military purchases.
It’s also possible that they are lent to tier 2/3 datacenters in revenue share deals.
The fundamental lie behind the AI fraud is that compute is scarce relative to demand. OpenAI, Grok, Meta did overinvest in hoarding GPUs far ahead of their usage. Last 2 are now competing on hourly GPU market, and AI tokens/revenue has fallen 20% since spring peak, which is a bubble pop compared to 10x/year perpetual growth expectations behind the hoarding. While hourly gpu rental market is stable rather than declining, it is stable at very low prices, mostly for accounting reasons of not actually losing money intentionally. Deployed GPUs are abundant proven by accounting floor based pricing. A b300 can deliver 8x the tokens of an h200 but only rents for 2x more.
Cant pretend a gender cannot be paid to lie. Above having other motives to.
Bullshit. Allegations with political timing should always be dismissed. Anything said with a motive to lie, and to be paid to lie, is a problem. Dems want to lose again, and just get paid to lose.
Im no saxophologist, but doesnt the sound come out of the buthole?
, Carney’s MOU with Alberta calls for Carbon Capture and Storage (CCS), purportedly to ameliorate environmental damage. But this is still a very costly, unproven technology. In Saskatchewan it has only achieved 60 per cent efficiency
Ccs is a scam. Cheaper energy than coal can be achieved 10 months of the year, in canada, with coal plant as backup. Much lower emissions than 60% capture, and bigger negative of ccs is that it costs 10$ per watt. Ballpark of nuclear plants. Solar + batteries is $1 per watt.
He really wanted to say that the pope is the anti Christian because he won’t bless Israel subservient war on Iran, or skynet. Opposing skynet is just Chinese propaganda that will stop us taxpayer funds all going to Peter Thiel and palantir.
The thing is… anyone who wants any war or other extra problem, will find a generous friend in oil industry. Human sustainability is a threat to oligarchy, and always will be.
most of the fuel weight required is to lift the rest of the fuel. Fuel costs is about $1m for full load. Rest of cost is huge staff, maintenance, and capital cost of rocket.
The $200/kg launch price target is based on 150 ton capacity. That’s a $30m launch costs target. Volume/foldability matters the most because that is the actual constraint that limits datacenter launch to a single NVL72 size.
