Recent content by 1.1.2.3.5...

  1. 1

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    IMHO, China is happy to subsidize a company running in an oversupplied shrinking the margins for US manufacturers as this is the exact play they have used over and over.
  2. 1

    Welcome to Archality - AI Inference by Enthusiasts

    Once my rental is paid off, I will be seeing where to spend some gambling money. I don't know if I have enough to move the needle for something this capital intensive, but worth asking.
  3. 1

    How AI will fail

    Agreed. This is the same thing we have seen over and over and over....why is this time different? The dot com wasn't wrong. They just went too fast in the short term.
  4. 1

    How AI will fail

    I am not willing to short them, but I 100% agree they're over priced. In fact, most of the market is overpriced.
  5. 1

    How AI will fail

    My portfolio is doing amazing based on my thesis for AI. Time will tell if this holds.
  6. 1

    Data center in Space

    I think the real value chain is LEO edge compute for FSD. An all electric fleet of tractor trailers with RT inner loop on board (controls are sub 5ms). For logistics planning, you have space edge compute that can see the full picture of traffic, routes, recharge stations, across both trucking...
  7. 1

    Data center in Space

    The moon is ~ 239k miles. c is a vacuum is 186,282.4 mi/s. How much latency is acceptable here?
  8. 1

    Data center in Space

    https://www.brightfarms.com/ I suppose it would not be technically impossible to produce some food in space, but food is extremely low margin so making that profitable would impossible. But this is obviously hyperbole used as a rhetorical device.
  9. 1

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    https://www.futuresource-consulting.com/the-source/industry-pulse/worldwide-dram-channel-market-faces-severe-supply-constraints-as-shipments-fall-to-historic-lows-in-q1-2026/ https://dramwatch.com/ The chart you uploaded shows smooth, monotonic bit growth from 2022 → 2027 for both supply and...
  10. 1

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    No, but at the same time the big 3 haven't increased supply, which supply demand dictates despite price increases. https://www.trendforce.com/presscenter/news/20260601-13070.html...
  11. 1

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    Global GDP gains about 3% average or about ~3.5T a year. Eating GDP isn't sustainable economically. This is just a supply demand law. So you have to GROW it. And of the 3.5T, I don't see AI taking that much of the growth.
  12. 1

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    I can't tell from your post or not, but FP64 is kind of the opposite direction from AI. CFD, FEA, Physics simulations are what you need FP64 for in order to maintain stable matrices in solvers.
  13. 1

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    I don't know about you, but the a100 is nearing my price range and when the h200 drops to 4k-ish effing yes I will buy one!!! That is a LOT OF FP64 compute!!!!
  14. 1

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    Well even if he is right (and I don't think he is), he is missing an important part of this. Namely that newer chips will give better performance per watt, and all the older hardware will be getting replaced at approximately the same time meaning cheap used parts. Used hardware is the space I...
  15. 1

    Intel Readies Two 22-Core "Nova Lake-S" SKUs with 108 MB bLLC Cache for Gaming

    Is that really true though? If all you're looking at is the average frame rate, sure. But there's a lot more nuance you can parse across the data. Lows, distribution of lows. Shader compilation time, sim games, etc...And, I would add running local models into the mix as well. I am not debating...
See more
Back
Top