LukeTbk's latest activity

you said they claim that only 33% are from AI (AI is not just frontier labs and hyperscalers of course, sovereign build out are a major buyer for example, so are large enterprise building their own infracstructure). They do not claim that only...

The link seem to be about Taiwan stopping some consolidation in the Uber eat sector.... https://www.reuters.com/business/retail-consumer/bytedance-alibaba-tencent-place-over-35-billion-worth-nvidia-chip-orders-2026-10-20/ 21,760, that the 5090...

That the complete shift, during the CD eras, tours where giant ads for physical music sales that more than doubled all other revenues. Now, streaming bring very little and are ads for the tours, where they can sales live experience and physical...

The performance impact for people being able to run this and giving feedback seem to be massive too, not sure how much the claims from the modder are actually true here.

the reinforcement learning stage: https://en.wikipedia.org/wiki/Reinforcement_learning that make it possible for an human or agents to make a loop where they make small change to a code base and score the results (what the compiler tell them...

it is not usually to increase their revenues then being force into that model by consumer-technological change. The music production industry was making way more revenues from CD than streaming, the movie industry way more revenue from Dvd then...

Fortune has just published a big new feature on Xbox CEO Asha Sharma...the Project Helix family of consoles will debut in Holiday 2028...Helix is internally projected to cost between $1200 and $1800 unless Microsoft chooses to subsidize...

When they classify giant amount of open source code, there is signal, large quantity of tests and well made CI/CD pipeline will tend to point out this is modern-some effort repository. They also have curated training set (say a Meta, google...

If intel compute foundry get going and good enough for GPUs, the memory bottleneck will still be the same for them, it is way more memory the issue than die silicon, the AI industry do not consume that much of the world compute wafer capacity...

Best Buy has open box Sony 77" A95L QD-OLED for $1124 or more. Can add warranty on top for extra. There's 1 left in my area.

True ebay price are quite higher, but faecbook local marketplace deal can be better deals, less of a big buyer base/bots, etc... chasing those, the video is already 3 weeks old, could have been ~2 months ago purchasse.

66% from AI is different than 33%, you probably made a typo, your original statement was: claiming that only one third of their revenue comes from it. Instead of: only a third of their revenues is not from it. The pace is certainly good enough...

Which is really different than only 33% come from AI, more closer to 66%. That 33% would become blurry, "traditional" machine learning/big data/sql/parrallel compute transistion away from CPU toward GPU are of course a big thing, but they are...

The idea that Ai agents will not make 100,000s of tests for the game, play the games to try to find bugs and track all performance metrics doing so of all the branches all the times, scan code for issues and make reports on all PR and that will...

There could be, but ) High price, that help competition, in no way hurt it and a lot ) Low volume and removing the 5090, that help the competiion, in no way hurt it and a lot, they can if they want stop making 5090 for the only reason to help...

https://www.youtube.com/watch?v=bpT5CdOBNDU CL-38 not bad... probably better than using pre-made kit converter performance wise.

Seem like most message in this thread is about how/why it is about inevitable that it will work and none on why it will fail, the first message that AI will fail because it will be so good on your personal computer that everyone would use it like...

As the shipment in brazil stolen this week show that a bit 2 different things, GB202 targeted at 5090 being made in the recent enough past to still trickle down being made right now (thus available 6 month for now) or in the near future (thus...

Pricing power via vertical integration of the CPU is also great for this, Apple is able to use expensive monolithic die over a large range of product has well, they are better in everyway if they fit the reticle and can pay to make them. Not...

Lot of EV are lower end sport cars because the nature of those engine tech, Tesla more regular model (model S/X) in dual motor sport trim/mode would eat about any 1990s regular sport car, they have like McLaren F1/Ferrari F50 type of numbers...