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Crimson Desert Console FPS performance targets👀 detailed table in comments👇 PlayStation 5 Pro • Quality: 4K Native / 30fps / RT Ultra • Perf: 4K PSSR / 60fps / RT High PS5 & Xbox Series X • Quality: 4K Upscale / 30fps / RT High • Perf: 1080p /...

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Pre-Rendered Backgrounds Aesthetics

22,760 Aufrufe • vor 5 Tagen

‼️SHOCKING: New High Frame Rate VIDEO Shows Multiple Projectiles FIRED By Compressed Air Device RIGGED In Top Of Tent Behind Charlie😱 I was the first person to notice this object and reported on it back in October of last year. At the time I believed it was a single shell casing falling from the top of the tent. After further evaluation and now obtaining this new higher frame-rate 4K video, it is clear that what we are seeing is a secondary pneumatic device that fired a volley of approximately four low-speed projectiles toward the back of Charlie Kirk. These projectiles line up perfectly with a separate video discovered by John Goodman that was posted late last year. We now have clearer visual evidence of what happened in the seconds Charlie Kirk was hit. A secondary device powered by compressed air fired at least four projectiles in rapid succession toward Charlie. In the higher frame-rate footage you can see the streaks of the projectiles and, critically, the visible puff of compressed air exiting with them. That jet of air is the signature of a pneumatic system, not a conventional firearm and not insects. Multiple independent witnesses described hearing a distinct pneumatic or compressed-air sound at the moment of the event. The “bugs” explanation does not hold — insects do not travel in straight, high-speed linear paths across the frame like this. Dan Flood’s reaction is also notable: he appears startled by something occurring right beside him beyond whatever he may have anticipated from the microphone area. This matches the earlier lower-quality clips but with far more clarity. The device, the air discharge, and the multiple projectiles are visible. Combined with the rapid cleanup of the scene, the taped-over wires, and the handling of the SD cards, the official single-gunshot story continues to face serious visual problems. The footage is available in the livestream linked below. Watch it frame by frame for yourself. TAG Candace Owens and Baron Coleman , RT and watch the FULL clip below. Speal thanks to my guest host @ZREIKMIESTERjjk
14:15

‼️SHOCKING: New High Frame Rate VIDEO Shows Multiple Projectiles FIRED By Compressed Air Device RIGGED In Top Of Tent Behind Charlie😱 I was the first person to notice this object and reported on it back in October of last year. At the time I believed it was a single shell casing falling from the top of the tent. After further evaluation and now obtaining this new higher frame-rate 4K video, it is clear that what we are seeing is a secondary pneumatic device that fired a volley of approximately four low-speed projectiles toward the back of Charlie Kirk. These projectiles line up perfectly with a separate video discovered by John Goodman that was posted late last year. We now have clearer visual evidence of what happened in the seconds Charlie Kirk was hit. A secondary device powered by compressed air fired at least four projectiles in rapid succession toward Charlie. In the higher frame-rate footage you can see the streaks of the projectiles and, critically, the visible puff of compressed air exiting with them. That jet of air is the signature of a pneumatic system, not a conventional firearm and not insects. Multiple independent witnesses described hearing a distinct pneumatic or compressed-air sound at the moment of the event. The “bugs” explanation does not hold — insects do not travel in straight, high-speed linear paths across the frame like this. Dan Flood’s reaction is also notable: he appears startled by something occurring right beside him beyond whatever he may have anticipated from the microphone area. This matches the earlier lower-quality clips but with far more clarity. The device, the air discharge, and the multiple projectiles are visible. Combined with the rapid cleanup of the scene, the taped-over wires, and the handling of the SD cards, the official single-gunshot story continues to face serious visual problems. The footage is available in the livestream linked below. Watch it frame by frame for yourself. TAG Candace Owens and Baron Coleman , RT and watch the FULL clip below. Speal thanks to my guest host @ZREIKMIESTERjjk

Project Constitution

159,334 Aufrufe • vor 9 Tagen

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!
4:46

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!

Mike

84,951 Aufrufe • vor 2 Monaten

🚨 EXCLUSIVE: Erika Kirk BOMBS at Genoa-Kingston High School Amid MASSIVE Protests! 😱 So Apparently Erika Kirk and TPUSA are also now part of this shady "History Rocks Tour" sponsored by the Dept. of Education with Linda McMahon. More evidence of The Trump admin colluding with Erika and Turning Point. . Genoa- Kingston High School in IL was the ONLY high school picked in the entire state, all thanks to their newly minted TPUSA "Club America" chapter (sounds culty already, right?). But Erika? Total MESS: Low-energy zombie mode, disheveled AF with rat's nest hair, awkward pauses like she's glitching on her script. And the HYPOCRISY? Off the charts! Let's cook her line-by-line—I'm going word-for-word, exposing every lie, fake act, cult vibe, and bitter shade. This is her using Charlie as a prop while preaching what she NEVER practices. 🔥 Let's break it down because this fraud needs a full roast: 1⃣Invoking Charlie RIGHT OFF THE BAT: "Charlie lived his life in a way where he was not afraid to speak. He chose to use his voice for something so powerful..." 🙄 Classic crutch! Erika, you trot out Charlie's name like a emotional shield EVERY time. But reminder: You've been gaslighting everyone about his death, hiding 4K footage, and firing 40+ staff who MIGHT speak out. Hypocrite Alert: You silence voices while praising "using your voice"? Cult-like manipulation—using a dead man's legacy to prop up your failing empire. And that voice change? From soft "emotional" whisper to loud preach—pure acting, flipping on a dime like a bad soap opera. 2⃣Soul-Marking Choices BS: "Every decision will make a mark on your soul... As a young man, know that one day you're gonna be a father. Know that the way that you treat women... It matters." 😂 Erika preaching morality? YOU, who allegedly orchestrated shady deals with "Pierre" (billions in French-Israeli trafficking vibes?), lied about your whereabouts on Sept 10th, and sent cease-and-desist letters to shut down free speech? Lie Exposed: You fire people for "might" be talking smack online, but tell kids decisions "mark your soul"? Your soul's got more red flags than a communist parade. Bitter much? This screams adversarial—projecting your own guilt onto teens. 3⃣Ladies, Be Ladies Hypocrisy: "Ladies, be that. Be ladies, be modest. Live your life in a way that's honoring, honor your parents." 😤 LOOK AT YOU, Erika! Disheveled mess on stage—hair like a bird's nest after a storm, low-energy slop. You're the OPPOSITE of "proper" or "modest." Hypocrite Level 1000: Telling girls to "be ladies" while you act like a hot mess express? And honoring parents? You dishonor Charlie's memory by using him as a prop! Voice shift here: Goes soft and "inspirational," but it's FAKE—eyes dead, pauses like she's reading cue cards. Culty: Pushing this "higher standard" while your org's a purge factory. 4⃣Building Greater Things Lie: "Build something greater than just focusing on what's next in your life. Don't compromise your character." 🤡 "Build something"? Erika, WHAT have YOU built? TPUSA was Charlie's baby—you're just the widow riding coattails, firing loyalists, and dodging transparency. Lie Called Out: You compromise character DAILY—gaslighting about assassinations, ignoring questions, outright lying on Fox. Bitter Tone: "You guys might think it's great to go along with the crowd... to laugh at certain things that aren't funny." Projecting your online hate? People are "laughing" at YOU for being fake and inauthentic. Act Detected: Loud emphasis on "build," then soft pause—shifting expressions like a chameleon. 5⃣Newspaper Front Page Wisdom?: "My aunt used to tell me, never do something that you don't want on the front page of a newspaper. Live your life in that way... not because you're afraid, but because you hold yourself to a higher standard." 💀 IRONY OVERLOAD! Erika, your scandals ARE front-page material: Shady Egyptian planes, Bibi Netanyahu ties, firing sprees, hypocrisy on transparency. Hypocrite Roast: You hide behind lawyers and PR billions, but preach "higher standard"? Cult Vibe: This "people are watching" paranoia sounds like Big Brother TPUSA—watching staff, silencing critics. Voice Weirdness: Draws out "higher standard" loudly, then whispers—total performance, not genuine. 6⃣Insulting People & Assassin's Choices: "You might think it's cool to insult people... The man that took my husband's life, he made a choice over a course of time. He made the wrong decision consistently." 😡 Using the assassin as a moral prop? Low blow, Erika. But YOU insult and attack creators with legal threats for using First Amendment rights! Lie Exposed: "Stand up for the First Amendment" elsewhere, but here warning against "insulting"? You're feeling the online heat—words DO hurt when they're true about your fakeness. Adversarial Bitter: Blaming "choices" while your choices include cover-ups and psyops. Act Alert: Pauses dramatically before "he made the wrong decision"—theatrical AF. 7⃣Grocery Cart Eternal Soul Mark?: "Even though your choice might be small... deciding whether or not to put the grocery cart back... Those choices leave a mark on your soul, feed for eternity. People are watching." 🤦‍♂️ Culty AF! Turning a cart into "eternal soul mark"? This is fear-mongering manipulation—guilt-tripping kids into obedience. Hypocrite: You "watch" your staff like a hawk, firing them preemptively. Bitter Projection: "One day, your kids will watch you." Subtle shade at critics? Voice Shift: Soft and "wise," but it's scripted—long pause before "feed for eternity" like she forgot her line. 8⃣Emotional Breakdown Act: "Sorry, it's just been really emotional these past few days. I apologize." 🥱 FAKE TEARS ALERT! This "emotional" pivot? Pure act—voice cracks on cue, but eyes say otherwise. Using "Charlie started here" as another prop. Hypocrite: Preaching boldness while you're low-energy and messy. Cult End: "Be bold and fearless. Not everyone is called to be on the front lines." Translation: Obey quietly, don't protest like those outside! This clip is PEAK Erika: Hypocritical, culty, acting queen using Charlie as bait. Protests outside? Deserved! Tag Candace Owens, watch, and RT if you're over the lies—TPUSA's crumbling! 💥 📡Side Note: Help us expose TPUSA's "Make Heaven Crowded Tour" below 👇 -WE NEED YOUR HELP
3:59

🚨 EXCLUSIVE: Erika Kirk BOMBS at Genoa-Kingston High School Amid MASSIVE Protests! 😱 So Apparently Erika Kirk and TPUSA are also now part of this shady "History Rocks Tour" sponsored by the Dept. of Education with Linda McMahon. More evidence of The Trump admin colluding with Erika and Turning Point. . Genoa- Kingston High School in IL was the ONLY high school picked in the entire state, all thanks to their newly minted TPUSA "Club America" chapter (sounds culty already, right?). But Erika? Total MESS: Low-energy zombie mode, disheveled AF with rat's nest hair, awkward pauses like she's glitching on her script. And the HYPOCRISY? Off the charts! Let's cook her line-by-line—I'm going word-for-word, exposing every lie, fake act, cult vibe, and bitter shade. This is her using Charlie as a prop while preaching what she NEVER practices. 🔥 Let's break it down because this fraud needs a full roast: 1⃣Invoking Charlie RIGHT OFF THE BAT: "Charlie lived his life in a way where he was not afraid to speak. He chose to use his voice for something so powerful..." 🙄 Classic crutch! Erika, you trot out Charlie's name like a emotional shield EVERY time. But reminder: You've been gaslighting everyone about his death, hiding 4K footage, and firing 40+ staff who MIGHT speak out. Hypocrite Alert: You silence voices while praising "using your voice"? Cult-like manipulation—using a dead man's legacy to prop up your failing empire. And that voice change? From soft "emotional" whisper to loud preach—pure acting, flipping on a dime like a bad soap opera. 2⃣Soul-Marking Choices BS: "Every decision will make a mark on your soul... As a young man, know that one day you're gonna be a father. Know that the way that you treat women... It matters." 😂 Erika preaching morality? YOU, who allegedly orchestrated shady deals with "Pierre" (billions in French-Israeli trafficking vibes?), lied about your whereabouts on Sept 10th, and sent cease-and-desist letters to shut down free speech? Lie Exposed: You fire people for "might" be talking smack online, but tell kids decisions "mark your soul"? Your soul's got more red flags than a communist parade. Bitter much? This screams adversarial—projecting your own guilt onto teens. 3⃣Ladies, Be Ladies Hypocrisy: "Ladies, be that. Be ladies, be modest. Live your life in a way that's honoring, honor your parents." 😤 LOOK AT YOU, Erika! Disheveled mess on stage—hair like a bird's nest after a storm, low-energy slop. You're the OPPOSITE of "proper" or "modest." Hypocrite Level 1000: Telling girls to "be ladies" while you act like a hot mess express? And honoring parents? You dishonor Charlie's memory by using him as a prop! Voice shift here: Goes soft and "inspirational," but it's FAKE—eyes dead, pauses like she's reading cue cards. Culty: Pushing this "higher standard" while your org's a purge factory. 4⃣Building Greater Things Lie: "Build something greater than just focusing on what's next in your life. Don't compromise your character." 🤡 "Build something"? Erika, WHAT have YOU built? TPUSA was Charlie's baby—you're just the widow riding coattails, firing loyalists, and dodging transparency. Lie Called Out: You compromise character DAILY—gaslighting about assassinations, ignoring questions, outright lying on Fox. Bitter Tone: "You guys might think it's great to go along with the crowd... to laugh at certain things that aren't funny." Projecting your online hate? People are "laughing" at YOU for being fake and inauthentic. Act Detected: Loud emphasis on "build," then soft pause—shifting expressions like a chameleon. 5⃣Newspaper Front Page Wisdom?: "My aunt used to tell me, never do something that you don't want on the front page of a newspaper. Live your life in that way... not because you're afraid, but because you hold yourself to a higher standard." 💀 IRONY OVERLOAD! Erika, your scandals ARE front-page material: Shady Egyptian planes, Bibi Netanyahu ties, firing sprees, hypocrisy on transparency. Hypocrite Roast: You hide behind lawyers and PR billions, but preach "higher standard"? Cult Vibe: This "people are watching" paranoia sounds like Big Brother TPUSA—watching staff, silencing critics. Voice Weirdness: Draws out "higher standard" loudly, then whispers—total performance, not genuine. 6⃣Insulting People & Assassin's Choices: "You might think it's cool to insult people... The man that took my husband's life, he made a choice over a course of time. He made the wrong decision consistently." 😡 Using the assassin as a moral prop? Low blow, Erika. But YOU insult and attack creators with legal threats for using First Amendment rights! Lie Exposed: "Stand up for the First Amendment" elsewhere, but here warning against "insulting"? You're feeling the online heat—words DO hurt when they're true about your fakeness. Adversarial Bitter: Blaming "choices" while your choices include cover-ups and psyops. Act Alert: Pauses dramatically before "he made the wrong decision"—theatrical AF. 7⃣Grocery Cart Eternal Soul Mark?: "Even though your choice might be small... deciding whether or not to put the grocery cart back... Those choices leave a mark on your soul, feed for eternity. People are watching." 🤦‍♂️ Culty AF! Turning a cart into "eternal soul mark"? This is fear-mongering manipulation—guilt-tripping kids into obedience. Hypocrite: You "watch" your staff like a hawk, firing them preemptively. Bitter Projection: "One day, your kids will watch you." Subtle shade at critics? Voice Shift: Soft and "wise," but it's scripted—long pause before "feed for eternity" like she forgot her line. 8⃣Emotional Breakdown Act: "Sorry, it's just been really emotional these past few days. I apologize." 🥱 FAKE TEARS ALERT! This "emotional" pivot? Pure act—voice cracks on cue, but eyes say otherwise. Using "Charlie started here" as another prop. Hypocrite: Preaching boldness while you're low-energy and messy. Cult End: "Be bold and fearless. Not everyone is called to be on the front lines." Translation: Obey quietly, don't protest like those outside! This clip is PEAK Erika: Hypocritical, culty, acting queen using Charlie as bait. Protests outside? Deserved! Tag Candace Owens, watch, and RT if you're over the lies—TPUSA's crumbling! 💥 📡Side Note: Help us expose TPUSA's "Make Heaven Crowded Tour" below 👇 -WE NEED YOUR HELP

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