LukeTbk's latest activity

  • L
    Could have impacted around 6.3 billions and a feat from North korean hacker (who are really among the best in the world historically) https://www.cbc.ca/news/business/binance-north-korea-9.7402446
  • L
    Only in a sense for the giant customer. An openAI and others make their own language-compilers, generate .ptx themselve and let nvidia cuda-stack/compiler optmise from there, for them using intel-amd the second they would be cheaper-better would...
  • L
    It seem to me we have no confirmation about anything here, Nova lake was always meant to have some tile on some sku being on Intel 18A-p node... and the only thing said in the transcript of the investor call was: Nova Lake, our first Intel 18A-P...
  • L
    This has been a talking point since the 2021 crypto boom (those less known-glamourous part of the supply chain were a major reasons for some of the covid era shortage, in cars and elsewhere)...
  • L
    Raw result would be meaningless, it all depend on the game setting anyway, 70 fps mean nothing by itself, 3.2 frame per watt even less. The importance of having actual power-and frame in the graph is rooted in the fact that frame per watt is not...
  • L
    ALmost always either upsell or forced by the competition, they have a long history of protecting parts of their line up, from no FM radio for the itunes segment, flash storage for the memory upsell, from waiting years for the iPad Mini, years for...
  • L
    who bought the 162 millions tablets sold in 2025 in the world if not people ? and what would that mean about people wanting PS5 that sold less units since launch.... It is an hard segment, because of what people do with them usually mean they do...
  • L
    yes I think, by wanting a frame per watt graph, they do not mean a graph that only show frames per watt, it would not be more telling for the users at all and would have 100% of the same problems, but those graph we sometime see where you have...
    • per-frame-credit-hardware-unboxed-v0-gre61hoofh5a1.png
  • L
    while first run, Apple has quite the very long experience in oled touchscreen here.... MacOS could have some legacy issue here of course, but the updates version will be available to this device if they ever figure it out.
  • L
    A bit like new car or house... could be people that get really good money for their previous generation GPU they just sold, which make the step up look more reasonable (specially they think they will keep good value once they resell that new one)
  • L
    LukeTbk reacted to GotNoRice's post in the thread Uses for old routers? with Like Like.
    Disable the routing functionality and simply use them as WiFi access points.
  • L
    LukeTbk replied to the thread Ghost of Yōtei (PS5).
    that the issue ;) I do not think gaming is dying, I feel that like all the numbers say, never been bigger with more revenues than ever before: what is apparently happening, is that a lot of the gaming revenues and time are getting captured by...
    • 1793218870487.png
  • L
    Who they here, which build system ? Epic game will and already use Unreal output for the stuff they do themselve, they will not have access or train on the output General motors or video game studio or other people that generate output with...
  • L
    Not sure what the link between the thread title and the tweet message exactly is here ? what do you mean by Epic training AI on unreal engine output ? The tweet seem to say, Epic will let other people (EULA wise) trains AI on Unreal engine...
  • L
    AC yes, but I a microwave should consume significantly less than a ~12 hours a week of gaming desktop computer, they do not run that many minutes a day. Counter intuively, I think it could be the other way around, most in the desktop space never...
  • L
    LukeTbk replied to the thread Anthropic Files For IPO.
    If you are one of those people in the know, (that know that the AI bubble is going to burst and that will affect the stock market vastly before the end of 2028) it should be relatively easy to make a lot of money, no need to be an insider and...
  • L
    They still do it I think (that one of the most recent review, 9070 gre), they only present it as a ratio without giving the raw number (which will be a bit meaningless by itself to people)...
    • energy-efficiency.png
  • L
    LukeTbk replied to the thread Anthropic Files For IPO.
    They are probably already quite profitable right now, in Q2 which is a long time ago for how fast they are ramping up, by Q2 revenues were already much bigger than all compute together expense. In H1, revenues: 16.3 billions compute &...
  • L
    LukeTbk replied to the thread Anthropic Files For IPO.
    There is advantage, you do not have to deal with SEC rules of reporting and you get way less media scrutiny (when the last time you heard about Monsanto now that it is private they made the news big time once every 3 years before, you need to be...
  • L
    LukeTbk replied to the thread Anthropic Files For IPO.
    They must be even lower in interest type debt than we thought, they rose 141.1 billions in equity rounds as on june 30, they only have 6.2 billion in traditional debt, that could be like 2 weeks of revenues now. So if they rise "only" 100...
Back
Top