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All the Robotron you can eat at 10,000 frames per second on a 192-core Threadripper Dell 7875 with dual Blackwell RTX6000 GPUs and 196 GB of VRAM. Watch it live at

20,598 Aufrufe • vor 5 Monaten •via X (Twitter)

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The "I don't have enough VRAM" excuse just died. I’m running Meta’s new 30B Muse Glimmer Q6_K_XL with a massive 130k context window on just 26GB VRAM FREE compute on Kaggle. Kaggle provides you free 2x Nvidia T4 GPUs. 30 hours usage each week! Yesterday, I showed you the violent throughput of Muse Glimmer on a single RTX 4090. Today, we are securing a Dual NVIDIA T4 GPU cluster with 32GB of total VRAM for exactly $0 and dropping the massive 24.5GB Q6_K_XL GGUF onto it. Here is the exact Kaggle workflow and benchmarking breakdown: # 1. The Storage Bypass & Setup I built a clean cell by cell script in the file. We dynamically fetch the CUDA accelerated llama.cpp binaries and use wget to stream the model directly into Kaggle's /kaggle/tmp scratch storage, which cleanly bypasses their 19.5GB output directory limit. # 2. The Multi GPU Performance With the -ngl 99 flag offloading all model layers across both T4 GPUs (32GB VRAM combined), we pushed a massive 131,072 token context window (-c 131072). The benchmark numbers: Prefill: 265.9 t/s Decode: 9.0 t/s VRAM Total: 26.5 GB # 3. The Architecture Insight The Q6_K_XL model itself is 24.5 GB. Because of Muse Glimmer's aggressive 16:1 GQA, the unquantized KV cache for a massive 130k context window only takes up 2 GB of memory. No heavily degraded Q4 KV quantization required. It just works. No compiling from source. No credit card. No OOM crashes. Zero excuses. If you’re running a single RTX 3090, 4090, or 5090, you need to experience this hyper efficient KV cache right now before the upcoming Qwen 3.8 27B drop completely steals your VRAM tomorrow. pick the Q4 or Q5 quants for 24 GB VRAM rigs. I'm dropping the Unsloth huggingface GGUF links and the free Kaggle notebook link in the replies. spin up your own instance, and show me your multi GPU benchmarks.

Alok

19,089 Aufrufe • vor 16 Tagen

$IREN "we haven't disclosed the specific amount of GPUs" 1. 🤮 reminds me of $NBIS 2. Setting a terrible precedent here for future deals 3. Making it purposely difficult, to not let analysts properly value your 2027 revenue 4. Increasing the polarized view on IREN by the market However: "approximately 60MW of air-cooled Blackwells" 1. You typically don't talk about gross capacity in a deployment like this 2. If it would be gross capacity, the GPU hour rate at IT level would be crazy high (at PUE 1.2, $680m / 50 = 13.6m/MW) 3. At 60MW IT load, and ~14kW draw at DGX server level, we can get to ~4,286 DGX systems with 8 GPUs per. 4. Based on this we can conclude that 60MW of IT load can run approximately 34k DGX B300. 5. 34k DGX B300 at $680m/yr, would represent a GPU hour price of $2.28 Now this is the problem with not disclosing your GPU quantity. You purposely make your business model look bad, because by approach, you get to a GPU hour price that would imply a payback period of 4 years, where only the last year of the contract is 100% margin. But of course, we can also take "the glass is half full" approach. IREN has ordered 50K B300s from Dell. They have 2 purchase orders for this, 1 between Dell Canada and IE CA Leasing Ltd for 4 phases, and 1 between Dell USA and IE US Hardware 1 Inc (amended from IE US Hardware 4 Inc on April 27, 2026). The order for Canada is divided in 4 phases, and are going to Mackenzie for 80MW of gross capacity, which happens to be 4 buildings of 20MW. The order for Childress is divided in 2 phases, and are going to DC35 and DC36, (as depicted in the earnings presentation) and those are 50MW gross. The purchase price of the order for Childress was $1.2B, and for Canada it was $2.3B If we go with 50,000 B300s for a total of $3.5B then $1.2 would represent 34.285% of the 50,000 GPUs, or 17,140 B300s rounded down. For this calculation I will consider that $IREN will deploy 17,140 GPUs in 50MW gross capacity in DC35 and DC36 of block 3 in Childress.. That would imply at 1.2 PUE, IREN can run 17,140 B300s in 41.67MW IT load. Now by that ratio, they can run 24,680 GPUs in 60MW IT load — a massive difference with 34k units through the Nvidia DGX reference calculation. If common sense is applied, you can still get to 2 completely different outcomes, that show a difference of more than 9k GPUs. The GPU hour rate at 24.68k GPUs would be $3.145 per B300, as MASSIVE difference from the earlier calculated $2.28. Sure, the DGX system may be a factor here. And I'm sure that the reality is somewhere in the middle. But I personally hate this as an investor, to be unable to calculate profitability on unit economic basis. After all, contracts are signed on a $/GPU hour basis. Why hide this from your investors? Not being able to calculate payback periods, unable to calculate ROIC. And most importantly, we cannot properly assess the $NVDA deal on a contract basis. I really hope the payback period of this contract is not 4 years. I want the glass to be half full, but by starting to censor the purchases, IREN is taking a step in the wrong direction. Not a fan of this.

Frans Bakker

148,167 Aufrufe • vor 3 Monaten