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For the last few weeks, I've been writing a multi-CPU single-board computer like explorer. I'm calling it CROSSWOZ (Hat tip to Woz and the WOZMON). Seven vintage CPU cores (6502, 65C02, Z80, 8080, 8085, 6809, 1802) share a 64K memory bus and the same WOZMON-style monitor. I can swap... show more

mrdoornbos

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14,998 просмотров • 2 месяцев назад •via X (Twitter)

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I've been working on this for a while and I'm so happy to finally share it here. I'm reworking the LAU Blender addon from scratch, this time with proper level support... and I'm so happy with how it's turning out!

I've been working on this for a while and I'm so happy to finally share it here. I'm reworking the LAU Blender addon from scratch, this time with proper level support... and I'm so happy with how it's turning out!

Raq

10,536 просмотров • 3 месяцев назад

total honesty: i'm struggling a bit. i'm not where i wanted to be by now last year i sold a piece for a big number, and felt like it would keep going. i relaxed a little bit. things stopped i'm lucky to have work coming steadily, but it's not as much as i wanted i've been working on the same project (a big one) for 2+ years and am still not done i want to be done with it. its too good to keep sitting on in the past, i tried to work in silence and then BOOM! release a big thing. i no longer think that works i'm going to take a page from jack butcher's book and try 'building in public' for the next few weeks, see how it goes, see how it feels starting literally now below is something fun i'm working on responsive animated comic-style website 100% hand animated enjoy :)

total honesty: i'm struggling a bit. i'm not where i wanted to be by now last year i sold a piece for a big number, and felt like it would keep going. i relaxed a little bit. things stopped i'm lucky to have work coming steadily, but it's not as much as i wanted i've been working on the same project (a big one) for 2+ years and am still not done i want to be done with it. its too good to keep sitting on in the past, i tried to work in silence and then BOOM! release a big thing. i no longer think that works i'm going to take a page from jack butcher's book and try 'building in public' for the next few weeks, see how it goes, see how it feels starting literally now below is something fun i'm working on responsive animated comic-style website 100% hand animated enjoy :)

Monster Mike

41,920 просмотров • 1 год назад

*** SEGA GENESIS/MEGADRIVE - SCALING PART 2 *** Whats better on a Friday than seeing some scaling effects on the Megadrive ? .. nothing, so read on ... In the previous part we were software scaling in either axis by a given factor, but I couldn't change the scale factor per scanline on the same frame, so I couldn't skew the base image for tilting into screen eg Mode 7 type effects. - One issue was it was scaling column by column which got wrecked for performance trying per scanline adjustments. So I converted to a row scaler rather than column, this allowed expansions and contractions on a per scanline basis. - Speed up the code significantly , now running a sprite load + music + scaling on cpu with ~50% cpu free. Relied heavily on Python scripts I wrote to generate the 68k assembly for this as it was mind numbing labourious. In doing so I got the scripts competing with each other to come up with the fastest method for each scale , I'm starting to like python ;-) - Tried all sorts to speed up the horizontal interupt - handles vertical scaling, exotic methods eg unsafe interupts / racing the beam & updating the vertical scroll every X cpu cycles, in the end the Z80 cpu (audio) stealing the 68k cpu bus intermittendly just killed these ideas as it would only be 95% stable, ended up just doing smarter interupts that saved a lot of cpu instead. - The good and the bad, spent too long on this is the bad, the good is we will need it in Lufthoheit in a few places to make up for that !! Carsten666 CYBERDEOUS - Crouzet Laurent #SGDK #SegaMegadrive #SegaGenesis

* SEGA GENESIS/MEGADRIVE - SCALING PART 2 * Whats better on a Friday than seeing some scaling effects on the Megadrive ? .. nothing, so read on ... In the previous part we were software scaling in either axis by a given factor, but I couldn't change the scale factor per scanline on the same frame, so I couldn't skew the base image for tilting into screen eg Mode 7 type effects. - One issue was it was scaling column by column which got wrecked for performance trying per scanline adjustments. So I converted to a row scaler rather than column, this allowed expansions and contractions on a per scanline basis. - Speed up the code significantly , now running a sprite load + music + scaling on cpu with ~50% cpu free. Relied heavily on Python scripts I wrote to generate the 68k assembly for this as it was mind numbing labourious. In doing so I got the scripts competing with each other to come up with the fastest method for each scale , I'm starting to like python ;-) - Tried all sorts to speed up the horizontal interupt - handles vertical scaling, exotic methods eg unsafe interupts / racing the beam & updating the vertical scroll every X cpu cycles, in the end the Z80 cpu (audio) stealing the 68k cpu bus intermittendly just killed these ideas as it would only be 95% stable, ended up just doing smarter interupts that saved a lot of cpu instead. - The good and the bad, spent too long on this is the bad, the good is we will need it in Lufthoheit in a few places to make up for that !! Carsten666 CYBERDEOUS - Crouzet Laurent #SGDK #SegaMegadrive #SegaGenesis

Shannon Birt

11,070 просмотров • 1 год назад

ThreadGuy explains what it's really like dating in LA "Every girl I've been on a date with the last two years either does OnlyFans or I met at a club. I'm a very sensitive honest soul and I go on these dates and I can just feel my aura being punctured and cracked and sniped every time I do it. So I stopped doing it." "Dating in LA is like turning the signal off and just going for it over the Strait right now. It's a disaster. It's a bad idea and it doesn't end well ever."

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ThreadGuy explains what it's really like dating in LA "Every girl I've been on a date with the last two years either does OnlyFans or I met at a club. I'm a very sensitive honest soul and I go on these dates and I can just feel my aura being punctured and cracked and sniped every time I do it. So I stopped doing it." "Dating in LA is like turning the signal off and just going for it over the Strait right now. It's a disaster. It's a bad idea and it doesn't end well ever."

Kai

60,211 просмотров • 2 месяцев назад

Brad Pitt says he watched Once Upon a Time in Hollywood 8 times in the last 18 months and calls it the second best Tarantino film after Pulp Fiction “I liked it a lot. Then 5 years went by and I'm on a plane a year and a half ago and it's there. So, I start watching it and then I'm like, 'This movie is way better than I remember.'” “And then we get off the plane and now I got to finish it. So now I'm in a hotel room watching on my iPad. Then I'm like, I got to watch it in my theater. I come home, I got to watch it in the theater.” “And I've watched it now sincerely probably eight times in the last 18 months. That movie, I'm so obsessed with that movie.” “I think it's second best to only Pulp Fiction.” “There's no bummer about being in a Tarantino movie.” “Yeah, exactly. That's what I'm saying.”

Brad Pitt says he watched Once Upon a Time in Hollywood 8 times in the last 18 months and calls it the second best Tarantino film after Pulp Fiction “I liked it a lot. Then 5 years went by and I'm on a plane a year and a half ago and it's there. So, I start watching it and then I'm like, 'This movie is way better than I remember.'” “And then we get off the plane and now I got to finish it. So now I'm in a hotel room watching on my iPad. Then I'm like, I got to watch it in my theater. I come home, I got to watch it in the theater.” “And I've watched it now sincerely probably eight times in the last 18 months. That movie, I'm so obsessed with that movie.” “I think it's second best to only Pulp Fiction.” “There's no bummer about being in a Tarantino movie.” “Yeah, exactly. That's what I'm saying.”

ramagazzi

692,781 просмотров • 21 дней назад

When I was a kid, I learned SO MANY math and computing concepts from Logo on the Commodore 64. Recursion was a big one. As a seasoned technologist, I'm still blown away by how much they packed into a single 170kb floppy to give a simple 8-bit computer so much power and flexibility. It's only now that I've started playing with the built-in assembly language interfaces in Logo. Something that was completely over my head as an 11 year old. Here's the kind of thing I did a lot of in the 80s (and even understood most of what I was doing).

mrdoornbos

13,544 просмотров • 5 месяцев назад

We've got a few abstractions in Remix 3 and I've been building this menu to find the right balance between them all. I think I've found it. It's super fun, I hope the learning curve is small for others, it's a bit different than what you might be used to I'm hyped for October!

We've got a few abstractions in Remix 3 and I've been building this menu to find the right balance between them all. I think I've found it. It's super fun, I hope the learning curve is small for others, it's a bit different than what you might be used to I'm hyped for October!

Ryan Florence

12,005 просмотров • 11 месяцев назад

Been playing with a character consistency workflow again. This came from Nexora that starts with a single GPT Image 2.0 character sheet and turns it into a multi-shot cinematic sequence in Seedance 2.0. One thing I added to the workflow: I first comped the character, environment, and visual style together in Midjourney before bringing everything into GPT Image 2.0 to build the character sheet. I also pushed it a bit further by generating multiple characters, destinations, and art directions at the same time, then turning those into production-style character sheets and shot sequences. It's interesting how much consistency you can get from a single well-defined character board when the visual language, wardrobe, and environment are established upfront. Check out three different character + scenes here 👇

Been playing with a character consistency workflow again. This came from Nexora that starts with a single GPT Image 2.0 character sheet and turns it into a multi-shot cinematic sequence in Seedance 2.0. One thing I added to the workflow: I first comped the character, environment, and visual style together in Midjourney before bringing everything into GPT Image 2.0 to build the character sheet. I also pushed it a bit further by generating multiple characters, destinations, and art directions at the same time, then turning those into production-style character sheets and shot sequences. It's interesting how much consistency you can get from a single well-defined character board when the visual language, wardrobe, and environment are established upfront. Check out three different character + scenes here 👇

Curious Refuge

12,209 просмотров • 1 месяц назад

#AbuDhabiGP 🇦🇪 | Lewis Hamilton talks about his winter break plans: “It's all the stuff that I've been wanting to have all year. I don't have to weigh myself that first week, so I'm like, I'm going to say ‘F it’ and just eat whatever I want pizza, pasta, just everything, all the good stuff. I'm just going to be stuffed all day long.” “I'll be with my nieces and nephews, so I get to take them out in the snow.” “And then when training starts; it's up at 5am, it’s hiking up the mountains, I like to hike up the mountain really early for sunrise. I have a board, a snowboard that splits into two, so you can hike up with it and then you can have fun coming down. Then it's breakfast with the family and then it's out on the mountain, I like being out on the mountain.” “And the training is like Charles said. It's 2 to sometimes 3 sessions a day, the third session will be like a pool session.”

#AbuDhabiGP 🇦🇪 | Lewis Hamilton talks about his winter break plans: “It's all the stuff that I've been wanting to have all year. I don't have to weigh myself that first week, so I'm like, I'm going to say ‘F it’ and just eat whatever I want pizza, pasta, just everything, all the good stuff. I'm just going to be stuffed all day long.” “I'll be with my nieces and nephews, so I get to take them out in the snow.” “And then when training starts; it's up at 5am, it’s hiking up the mountains, I like to hike up the mountain really early for sunrise. I have a board, a snowboard that splits into two, so you can hike up with it and then you can have fun coming down. Then it's breakfast with the family and then it's out on the mountain, I like being out on the mountain.” “And the training is like Charles said. It's 2 to sometimes 3 sessions a day, the third session will be like a pool session.”

deni

106,875 просмотров • 7 месяцев назад

🎙️ Hannes Steinbach on signing his first contract and expectations for Summer League: "It felt great to finally get it on paper. I've just been working here the last few weeks, so I'm excited to finally sign the paper and to make it official." "I expect us to do the same (win the Summer League championship), just not lose a game. I think we have a great group here, great togetherness already... just very excited to get out there and play." (📹

🎙️ Hannes Steinbach on signing his first contract and expectations for Summer League: "It felt great to finally get it on paper. I've just been working here the last few weeks, so I'm excited to finally sign the paper and to make it official." "I expect us to do the same (win the Summer League championship), just not lose a game. I think we have a great group here, great togetherness already... just very excited to get out there and play." (📹

r/CharlotteHornets

11,631 просмотров • 12 дней назад

Charles Oliveira on a potential fight against Mateusz Gamrot at #UFCRio "I was focused on a guy who comes from a striking background... with two weeks left until the fight, I have to change my whole gameplan. It's very complicated. I don't want to be taken off the card. I asked for this card, I've been training like crazy for it... [Gamrot] is a good matchup for me in a sense because he's a wrestler/grappler. But it's completely different from the style I've been training for the last month or two. It's about understanding and game-planning." 🎥 Laerte Viana

Charles Oliveira on a potential fight against Mateusz Gamrot at #UFCRio "I was focused on a guy who comes from a striking background... with two weeks left until the fight, I have to change my whole gameplan. It's very complicated. I don't want to be taken off the card. I asked for this card, I've been training like crazy for it... [Gamrot] is a good matchup for me in a sense because he's a wrestler/grappler. But it's completely different from the style I've been training for the last month or two. It's about understanding and game-planning." 🎥 Laerte Viana

Championship Rounds

527,141 просмотров • 9 месяцев назад

After playing Hytale a lot, having fun, and doing everything I wanted to do, it's time to get to work! This is the first official iteration of my texture for Hytale! I hope you like it; there's still a lot in work-in-progress, but I hope you can understand the vision I'm aiming for. The goal is to create a more anime-style texture, focusing on a Stardew Valley-like style, with cozy and cute pixel art style. I hope you enjoy my journey! Lots of work ahead! #Hytale #HytalePartner

After playing Hytale a lot, having fun, and doing everything I wanted to do, it's time to get to work! This is the first official iteration of my texture for Hytale! I hope you like it; there's still a lot in work-in-progress, but I hope you can understand the vision I'm aiming for. The goal is to create a more anime-style texture, focusing on a Stardew Valley-like style, with cozy and cute pixel art style. I hope you enjoy my journey! Lots of work ahead! #Hytale #HytalePartner

Hatsuya

54,369 просмотров • 5 месяцев назад

Klarna CEO Sebastian Siemiatkowski never learned how to code. But after a summer using Cursor, he now brings working prototypes to meetings instead of asking engineers to interpret his ideas: “Because I'm not an engineer, I've been vibe coding my whole life.” “I come into the meeting room, there's tons of product people and engineers. I say, ‘I think we should build an app that kind of does this, and it should work like that.’ They try to make sense of what is saying.” “I've never seen the code. I don't know how they made it. It's beautiful, I like our app. I think it's nice but, I don't know how it works.” “So to me, I've been vibe coding for 20 years. The only difference is now I'm sitting with a computer, and I'm doing it with AI and it's coming back with the prototype in 20 minutes.”

Klarna CEO Sebastian Siemiatkowski never learned how to code. But after a summer using Cursor, he now brings working prototypes to meetings instead of asking engineers to interpret his ideas: “Because I'm not an engineer, I've been vibe coding my whole life.” “I come into the meeting room, there's tons of product people and engineers. I say, ‘I think we should build an app that kind of does this, and it should work like that.’ They try to make sense of what is saying.” “I've never seen the code. I don't know how they made it. It's beautiful, I like our app. I think it's nice but, I don't know how it works.” “So to me, I've been vibe coding for 20 years. The only difference is now I'm sitting with a computer, and I'm doing it with AI and it's coming back with the prototype in 20 minutes.”

sourcery

149,352 просмотров • 6 месяцев назад

🚨| Sir Lewis Hamilton's post-qualifying interview. "I'm so happy to be up there in the top three. I mean, it's been all year its taken me to get here, so it's been a serious mountain to climb. But finally, gel-ing with everything around me. Myself and my engineers, we're really starting to extract the performance from the car. I'm really, really happy." "Honestly, it's been a tough year. I can't believe it's taken me this long to get here, but it's okay. What matters is the journey, and I've grown a lot through it." "It's great to have two Ferrari drivers [in the top 3]. It's pretty cool. I'm grateful to be there. Charles [had] a good lap. He's been great the whole weekend, and he's always quick in qualifying." "I think, for a moment, I was like P2, and I think that'd be nice, but the inside is actually not that nice. It's quite dirty on the inside, so I'm quite grateful to be third, and I hope that I can capitalize on that. Obviously, Charles has a new tyre. I don't have a new tyre tomorrow. Same with Lando, but nonetheless, I'm P3. I think it's not a bad position to start here. I'll be quite aggressive, and I want to move forward somehow tomorrow." - F1 2025 Mexico -

🚨| Sir Lewis Hamilton's post-qualifying interview. "I'm so happy to be up there in the top three. I mean, it's been all year its taken me to get here, so it's been a serious mountain to climb. But finally, gel-ing with everything around me. Myself and my engineers, we're really starting to extract the performance from the car. I'm really, really happy." "Honestly, it's been a tough year. I can't believe it's taken me this long to get here, but it's okay. What matters is the journey, and I've grown a lot through it." "It's great to have two Ferrari drivers [in the top 3]. It's pretty cool. I'm grateful to be there. Charles [had] a good lap. He's been great the whole weekend, and he's always quick in qualifying." "I think, for a moment, I was like P2, and I think that'd be nice, but the inside is actually not that nice. It's quite dirty on the inside, so I'm quite grateful to be third, and I hope that I can capitalize on that. Obviously, Charles has a new tyre. I don't have a new tyre tomorrow. Same with Lando, but nonetheless, I'm P3. I think it's not a bad position to start here. I'll be quite aggressive, and I want to move forward somehow tomorrow." - F1 2025 Mexico -

sim

12,471 просмотров • 8 месяцев назад

A sneak peek on the multiplayer mode I'm adding to my game for @levelsio's 2026 #vibejam I'm really happy with how this is turning out! Big shoutout to Colyseus ⚔️ for such a nice framework. I fetched the whole docs, created a colyseus-skill.md file and it's pretty much one shotting everything (still need some tweaks and testing, of course) I'm just not very happy with the single character model, it looks weird on multiplayer. I might add more if I get the time.

A sneak peek on the multiplayer mode I'm adding to my game for @levelsio's 2026 #vibejam I'm really happy with how this is turning out! Big shoutout to Colyseus ⚔️ for such a nice framework. I fetched the whole docs, created a colyseus-skill.md file and it's pretty much one shotting everything (still need some tweaks and testing, of course) I'm just not very happy with the single character model, it looks weird on multiplayer. I might add more if I get the time.

André → andreelias.dev

10,839 просмотров • 2 месяцев назад

First I optimized CPU, then memory, now I'm onto the renderers (Metal first). Scrolling Neovim now sustains ~175fps easily (vsync off of course). More room for improvement, but this is already best-in-class (I can't find a terminal at the moment that does better on macOS). The road to get here was long. To quote Thorsten Ball I've been "moving the chess pieces into place over the past few months." I'll write about it in a devlog, eventually. And, people will inevitably say "high fps doesn't matter for a terminal." And yeah, maybe, but what's the fun in that. My answer to "why" is "because I can!" (Disclaimer: I use the Japanese bible as a sort of stress test for certain IO tests. I'm not religious and there isn't meant to be any sort of hidden message in this.)

First I optimized CPU, then memory, now I'm onto the renderers (Metal first). Scrolling Neovim now sustains ~175fps easily (vsync off of course). More room for improvement, but this is already best-in-class (I can't find a terminal at the moment that does better on macOS). The road to get here was long. To quote Thorsten Ball I've been "moving the chess pieces into place over the past few months." I'll write about it in a devlog, eventually. And, people will inevitably say "high fps doesn't matter for a terminal." And yeah, maybe, but what's the fun in that. My answer to "why" is "because I can!" (Disclaimer: I use the Japanese bible as a sort of stress test for certain IO tests. I'm not religious and there isn't meant to be any sort of hidden message in this.)

Mitchell Hashimoto

374,114 просмотров • 2 лет назад

Lewis Hamilton: "Oh, it's huge. Absolutely. It's so huge. Like, I've even shocked myself. Even Ange was, she was like, I'm so surprised. And I've been with Ange for years and she's, it's impossible to surprise her now because we've been together for so long." 🥹 "But P1, obviously I missed P1. P2, I was miles away a second, over a second. I thought, OK, I'll be OK for P3. P3, I'm still like half a second away. And I'm like, whoa. I was very, very anxious going into the qualifying session." "And I was like, I've got to figure out how to close that gap. I can see it on the data, but having the confidence in the car to do what you need to, to close the gap but then be ahead is a real challenge." "And, you know, the team did a fantastic job, firstly. And I think the setup change we made was great. This is the best qualifying we've had. We had obviously an upgrade this weekend, which, you know, I'm incredibly thankful to the team because they really, really are pushing. And I think, you know, I think we've done a really good job. I think we've done a really good job." F1 2026 || Barcelona

Lewis Hamilton: "Oh, it's huge. Absolutely. It's so huge. Like, I've even shocked myself. Even Ange was, she was like, I'm so surprised. And I've been with Ange for years and she's, it's impossible to surprise her now because we've been together for so long." 🥹 "But P1, obviously I missed P1. P2, I was miles away a second, over a second. I thought, OK, I'll be OK for P3. P3, I'm still like half a second away. And I'm like, whoa. I was very, very anxious going into the qualifying session." "And I was like, I've got to figure out how to close that gap. I can see it on the data, but having the confidence in the car to do what you need to, to close the gap but then be ahead is a real challenge." "And, you know, the team did a fantastic job, firstly. And I think the setup change we made was great. This is the best qualifying we've had. We had obviously an upgrade this weekend, which, you know, I'm incredibly thankful to the team because they really, really are pushing. And I think, you know, I think we've done a really good job. I think we've done a really good job." F1 2026 || Barcelona

sim 🇧🇷🇲🇽🇸🇳🇫🇷🇭🇹

308,076 просмотров • 1 месяц назад

Jensen Huang just identified the next $200 billion market (Save this). The shift starts with a observation about agentic AI that changes everything about infrastructure. In the era of training and inference, the GPU was everything while CPU was a traffic cop, scheduling work, managing memory, dispatching tasks while the GPU did the heavy lifting. Agentic AI breaks that model entirely. An AI agent does not just run a single inference pass but rather it plans, calls tools, executes code in sandboxes, retrieves data from multiple sources and loops through complex multi-step reasoning sequences often thousands of times per second at scale. Every one of those operations runs through the CPU and the GPU sits idle waiting for the CPU to prepare the next task, supply the right context and execute the retrieval and tool calling logic fast enough to keep the accelerators fed. The CPU is now the conductor and the GPU is the orchestra and the bottleneck is the conductor falling behind. This is showing up in production AI factory utilization right now, which is exactly why Jensen built Vera from scratch rather than licensing x86. Vera achieves 40% lower peak memory latency than x86, 50% faster core to core communication, and 1.8 times the agentic sandbox performance of current x86 processors on a purpose-built architecture designed around the agentic loop. Now here is where the investment thesis gets interesting. The obvious beneficiary is Nvidia itself, and that thesis is real. Nvidia's CFO has guided for nearly $20 billion in Vera CPU revenue this fiscal year alone, a market Nvidia had zero presence in just three years ago. Intel held 60% of server CPU market share as recently as Q4 2025 and that transition is now happening at a pace Intel structurally cannot respond to. But the deeper question is, what architecture is Vera actually built on? Vera's Olympus cores are ARM compatible and every single Vera CPU deployed in every Vera Rubin rack in every data center in the world runs on ARM architecture. And ARM Holdings collects a royalty on every one of them. ARM does not make chips but rather licenses the instruction set architecture and CPU core designs that others build on top of. Every time Nvidia ships a Vera CPU, every time a hyperscaler deploys a Vera Rubin rack, every time an enterprise qualifies Vera for their AI factory, ARM earns a royalty. The secular tailwind here is almost perfectly constructed for ARM's business model. Amazon's Graviton, Microsoft's Cobalt, Google's Axion, Apple's silicon stack, and Qualcomm's data center push all run on ARM. And now Nvidia's Vera, which is projected to displace Intel as the largest server CPU supplier by revenue in a single fiscal year, is ARM. ARM's royalty rate on high end server chips is estimated at roughly 1 to 2% of chip selling price. At $5,000 per Vera CPU and 4 million units projected for FY2027, that is a royalty line growing from near zero to potentially $400 million to $800 million annually from Nvidia's data center CPU business alone before counting Amazon, Microsoft, Google, Apple, and Qualcomm. The total ARM addressable royalty base across all the silicon it already licenses is compounding at a rate that the current $130 billion market cap does not fully reflect. Jensen's CPU thesis is the most underappreciated catalyst in ARM's fundamental story, and the royalty compounding has barely started. Come join Milk Road Pro and get our full ARM royalty model and our entire AI trade thesis. Link below!

Jensen Huang just identified the next $200 billion market (Save this). The shift starts with a observation about agentic AI that changes everything about infrastructure. In the era of training and inference, the GPU was everything while CPU was a traffic cop, scheduling work, managing memory, dispatching tasks while the GPU did the heavy lifting. Agentic AI breaks that model entirely. An AI agent does not just run a single inference pass but rather it plans, calls tools, executes code in sandboxes, retrieves data from multiple sources and loops through complex multi-step reasoning sequences often thousands of times per second at scale. Every one of those operations runs through the CPU and the GPU sits idle waiting for the CPU to prepare the next task, supply the right context and execute the retrieval and tool calling logic fast enough to keep the accelerators fed. The CPU is now the conductor and the GPU is the orchestra and the bottleneck is the conductor falling behind. This is showing up in production AI factory utilization right now, which is exactly why Jensen built Vera from scratch rather than licensing x86. Vera achieves 40% lower peak memory latency than x86, 50% faster core to core communication, and 1.8 times the agentic sandbox performance of current x86 processors on a purpose-built architecture designed around the agentic loop. Now here is where the investment thesis gets interesting. The obvious beneficiary is Nvidia itself, and that thesis is real. Nvidia's CFO has guided for nearly $20 billion in Vera CPU revenue this fiscal year alone, a market Nvidia had zero presence in just three years ago. Intel held 60% of server CPU market share as recently as Q4 2025 and that transition is now happening at a pace Intel structurally cannot respond to. But the deeper question is, what architecture is Vera actually built on? Vera's Olympus cores are ARM compatible and every single Vera CPU deployed in every Vera Rubin rack in every data center in the world runs on ARM architecture. And ARM Holdings collects a royalty on every one of them. ARM does not make chips but rather licenses the instruction set architecture and CPU core designs that others build on top of. Every time Nvidia ships a Vera CPU, every time a hyperscaler deploys a Vera Rubin rack, every time an enterprise qualifies Vera for their AI factory, ARM earns a royalty. The secular tailwind here is almost perfectly constructed for ARM's business model. Amazon's Graviton, Microsoft's Cobalt, Google's Axion, Apple's silicon stack, and Qualcomm's data center push all run on ARM. And now Nvidia's Vera, which is projected to displace Intel as the largest server CPU supplier by revenue in a single fiscal year, is ARM. ARM's royalty rate on high end server chips is estimated at roughly 1 to 2% of chip selling price. At $5,000 per Vera CPU and 4 million units projected for FY2027, that is a royalty line growing from near zero to potentially $400 million to $800 million annually from Nvidia's data center CPU business alone before counting Amazon, Microsoft, Google, Apple, and Qualcomm. The total ARM addressable royalty base across all the silicon it already licenses is compounding at a rate that the current $130 billion market cap does not fully reflect. Jensen's CPU thesis is the most underappreciated catalyst in ARM's fundamental story, and the royalty compounding has barely started. Come join Milk Road Pro and get our full ARM royalty model and our entire AI trade thesis. Link below!

Milk Road AI

11,819 просмотров • 1 месяц назад

'My dream is to be able to properly speak Italian' 🥹 Q: How is the Italian going? "Not great. I started out having lots and lots of lessons, and then the season just got so hectic, and I've kind of like fallen off a cliff. I need to get back on." "I was on like Duolingo, and I was doing that stuff. I was like weeks and weeks and weeks, I was doing it, and I've literally had none for the last couple of months." Q: It's something you've got to do like every day. Every day. "Every day. I really want to move to Italy, but it's been almost impossible this year to do so." Q: You've been busy "Yeah. I mean, I'm there every week. But yeah, my dream is to be able to properly speak Italian." [📹luxurylondonofficial]

'My dream is to be able to properly speak Italian' 🥹 Q: How is the Italian going? "Not great. I started out having lots and lots of lessons, and then the season just got so hectic, and I've kind of like fallen off a cliff. I need to get back on." "I was on like Duolingo, and I was doing that stuff. I was like weeks and weeks and weeks, I was doing it, and I've literally had none for the last couple of months." Q: It's something you've got to do like every day. Every day. "Every day. I really want to move to Italy, but it's been almost impossible this year to do so." Q: You've been busy "Yeah. I mean, I'm there every week. But yeah, my dream is to be able to properly speak Italian." [📹luxurylondonofficial]

sim

16,658 просмотров • 1 год назад

This is one of the best testimonials of what Democrats have turned California into that I’ve heard “I can't live in California anymore. I'm a social worker with a master's degree, a single mom, and I can't afford to live here — I'll start by saying that most of my life, I've lived in Southern California. I grew up low income, and it's never been pleasant. The homelessness, it's heartbreaking, and it's been getting worse and worse and worse. It's hard to see people laying out on the street, drugged out, just passed out in the heat and the cold. It's inhumane. It's so heartbreaking, especially for children to see it. It's also really hard to not feel safe, to not be able to walk down the street, to not be able to take your child to the park. It's horrible. And to top it off, we can't even afford to live in these places. Not even with a master's degree and a really good job. I can't afford it. I currently live with my parents in their moldy apartment, sleeping in their living room. And that's not life. It's not like I spend a ton of money. I literally track every dollar, every penny. I just want to live in a safe place.“

This is one of the best testimonials of what Democrats have turned California into that I’ve heard “I can't live in California anymore. I'm a social worker with a master's degree, a single mom, and I can't afford to live here — I'll start by saying that most of my life, I've lived in Southern California. I grew up low income, and it's never been pleasant. The homelessness, it's heartbreaking, and it's been getting worse and worse and worse. It's hard to see people laying out on the street, drugged out, just passed out in the heat and the cold. It's inhumane. It's so heartbreaking, especially for children to see it. It's also really hard to not feel safe, to not be able to walk down the street, to not be able to take your child to the park. It's horrible. And to top it off, we can't even afford to live in these places. Not even with a master's degree and a really good job. I can't afford it. I currently live with my parents in their moldy apartment, sleeping in their living room. And that's not life. It's not like I spend a ton of money. I literally track every dollar, every penny. I just want to live in a safe place.“

Wall Street Apes

238,217 просмотров • 1 год назад