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compute is entering its price discovery era benchmarks and forward curves are turning gpu-hours into a hedgeable asset class as cme and silicon data prepare to introduce compute futures on october 5 incentiv is built for what happens when demand becomes economic state

10,716 次观看 • 25 天前 •via X (Twitter)

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🍖WHAT TO UNDERSTAND ABOUT $BONE 🍖 With the launch of Shibarium, Bone which serves as the gas fee , is expected to see a significant surge in price. Here's why: 1. Increased Demand: #Shibarium's introduction will lead to a surge in overall usage and adoption within the Shiba ecosystem. As more transactions occur on the blockchain, there will be a higher demand for Bone as users need it to pay for gas fees. This increased demand for Bone will likely drive its price upwards. 2. Essentiality and Utility: Bone becomes a vital asset within the Shiba ecosystem as the designated currency for gas fees. Its primary function in facilitating transactions and interacting with the network establishes its intrinsic value and necessity. As Shibarium adoption grows, the demand for Bone will increase, potentially leading to a surge in its price. 3. Limited Supply: If the supply of Bone remains fixed or grows at a slower rate compared to its increasing demand, scarcity will come into play. The limited availability of $Bone, combined with its growing utility, can contribute to its price explosion. 4. Network Effect: Shibarium's traction will create a network effect where the value of Bone increases as more participants join the ecosystem. As the user base expands, the demand for Bone rises, creating a positive feedback loop that can drive up its price. 5. Investor Confidence: The successful launch of Shibarium will likely instill confidence in investors, attracting more attention and potential investment to the ecosystem. Positive sentiment, along with the platform's technological advancements and utility, can contribute to the price appreciation of $Bone. #Shibarium operates as a Layer 2 solution, reducing gas fees significantly and enhancing scalability. This scalability improvement allows for a larger volume of transactions at a lower cost. The combination of reduced gas fees and increased transaction capacity creates a favorable environment, further fueling the potential price explosion of Bone.

𝐋𝐔𝐂𝐈𝐄

34,483 次观看 • 3 年前

Elon Musk is building a data center that no grid has to power and no county has to approve. Musk: “Think of it as a rack of compute in space.” Orbital hardware has always been custom. Each satellite is its own program, its own team, its own decade. SpaceX’s AI1 satellites are copies of each other. Each is built around a single Nvidia NVL72, the same rack-scale architecture running the largest data centers on the ground, redesigned to fly. Space stops being a program and becomes an inventory. Designing for orbit made the rack simpler and cheaper than the ground version, so SpaceX plans to run the space design in terrestrial data centers too. Racks alone have never made a data center. A thousand of them in a building with no network between them is a thousand computers. The interconnect is what turns them into one machine. Training a frontier model means moving enormous volumes of data between processors without pause, and the whole system runs at the speed of its slowest link. That is why the fabric between chips is fought over as hard as the chips themselves. Musk: “And then you can connect these racks of compute to either each other by the laser links, or directly to the Starlink constellation.” Light moves through glass at about two thirds of its speed in a vacuum, and fiber optic cable is glass. Every backbone route and undersea cable on Earth pays that tax. A laser between two satellites pays nothing. Over long distances, an orbital link arrives sooner than the same run in fiber. Orbit was supposed to be a trade, unlimited power in exchange for a worse network. The network is faster. The compute plugs into a delivery layer that is already finished. Thousands of satellites are up there right now carrying laser links, terminating at ground stations and dishes across most of the planet. The last mile was built years before the thing it delivers existed. Anyone else attempting this needs the rocket, the satellite bus, the solar manufacturing, the laser mesh, the ground network, and a supply line to a chipmaker. SpaceX had five of them before the project had a name. None of it was built for this. Starlink existed to sell internet subscriptions. The lasers existed so those subscriptions would work over open ocean. Starship existed for Mars. Nobody planned this. It assembled itself out of problems solved for other reasons. That is what twenty years of hard engineering leaves behind. Every previous expansion of human capability ran on a resource sitting inside somebody’s borders. Coal, oil, water, land. Sunlight in orbit belongs to nobody and never runs out. Compute still has an address. A building in Virginia, a substation, a county that had to approve it, a grid connection someone waited four years for. He is describing a version that only has an altitude.

Dustin

13,444 次观看 • 26 天前