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Recent content by LukeTbk

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    Microsoft CEO warns that companies embracing AI could drive themselves out of business

    Could be true but that speculative, if you use API from an Claude or an OpenAI the commercial terms and contract is really clear that they cannot train on it. If you use monthly account type, yes, it is the deal it is quite cheap but they will train on it in exchange. I am sure they suspect...
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    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    The cheaper something like AI inference get, the more demands for it we can expect to see, it would take incredible gain in hardware-software to make up for that jump in demand that come with lower price. It is hard to phantom what the demand look like when free and if there is a limit on it...
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    Nvidia's Project DIGITS

    The big tower version (with full pci slot), DGX station: https://youtu.be/qV_K0nTF6gY Unified-coherent but 2 memory pool of different speed (HBM versus system memory)
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    Storage Prices

    that only occur if ssd get really competitive price wise (they should eventually be cheaper than hdds, but it is much slower than expected price on ssd did not continue to decline as fast and HDD density did not stall and their cost per TB production wise went down quite a bit), HDD production...
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    Chinese Chip Giant’s Stock Soars 470% in Start of Trading, Amid A.I. Race

    It is near commodity once you have the same specs and it cost significalty more to make memory for CXMT than the others, I doubt they would undercut price by a lot (specially now). Very little difference, us making money is saviny us, incremental supply is what world need, giving them money to...
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    NVIDIA and OpenAI Reportedly Discuss $250 Billion Deal for 10-Gigawatt Ohio Data Center

    when the state subsidize something, who is paying for it is a fuzzy everyone as money is 100% fungible. They have a state-subsizide utility pricing framework, the actual price per kwh for some users here is not the only question (or an actual, a bit like gazoline price in some arabs country is...
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    NVIDIA and OpenAI Reportedly Discuss $250 Billion Deal for 10-Gigawatt Ohio Data Center

    They often are, specially new one. Rubin can be cool with mild-warm water which make close loop possible in pretty much all climate now. https://blog.vantage-dc.com/2026/04/22/cooling-without-the-drain-how-closed-loop-systems-cut-day-to-day-water-use/...
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    AMD launches $280 9050

    upcoming 12 xe3core iGPU with "65 max boost" watt available on the next intel desktop CPU will have to see how they scale...
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    NVIDIA and OpenAI Reportedly Discuss $250 Billion Deal for 10-Gigawatt Ohio Data Center

    water for close loop is nearly irrelevant. Ontario tend to be the last province with a relevant net export now (quebec is still a good in $ exporter but a net twh importer since 2023). One aspect, people can exaggerate how little worker they imply when running and the importance to have a...
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    NVIDIA and OpenAI Reportedly Discuss $250 Billion Deal for 10-Gigawatt Ohio Data Center

    it is about physical reality of the cost of producing here (and distributing, battery needed or not), the actual price people pay that a choice that people can subsidie, but complete different subject. they pay via taxes in those 2 country, which is still paying for power. What reverse mean...
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    AMD launches $280 9050

    that make the 3060 revival or the 5050 look powerful in comparison, it seem, it is quite the low amount of gpu cores to "spend" 8GB of nice memory on right now, less aggressive bidding if they did not had yield issues would make so much more sense technically, but maybe it break the line up...
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    NVIDIA and OpenAI Reportedly Discuss $250 Billion Deal for 10-Gigawatt Ohio Data Center

    with close loop (and Rubin being able to use hottish 45C water to cool), the water consumption for cooling datacenter is really low, that a non-issue. It is near zero consumption, power generation side will be the main water use depending what it use.
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    NVIDIA and OpenAI Reportedly Discuss $250 Billion Deal for 10-Gigawatt Ohio Data Center

    1986 Chernobyl was a bit after the nail in the coffin was official in the US (that was 3 mile island incident) I feel like, the anti nuclear had won in the USA pretty much by the late 60s early 70s, Nixon project to build 1,000 to create future resiliance in face of the consequence from the oil...
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    NVIDIA and OpenAI Reportedly Discuss $250 Billion Deal for 10-Gigawatt Ohio Data Center

    Not sure we are on the same line, Oil challenged and financed campaign against all alternative, i.e. so they are not the important varialbe why nuclear failed while shale gas-solar did work. Nuclear project have so much more time for the public against it to organise the campaign to stop it...
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    NVIDIA and OpenAI Reportedly Discuss $250 Billion Deal for 10-Gigawatt Ohio Data Center

    Really limited and no where close to the killing coals did over that time, nuclear killed less than Hydro power dam failure since 1960. it is the safest with solar, a bit safer than wind. The reaction ot massive dam failure incident is no where the same as what Nuclear got, there is a...
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