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NVIDIA JUST CAME FOR INTEL AND AMD WITH FOUR NUMBERS Microsoft and NVIDIA posted the exact same tweet at the exact same time - "A new era of PC" and a set of coordinates. The numbers point straight to the Taipei Music Center, where Jensen Huang takes the stage...

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🇺🇸 DALLAS IS ABOUT TO BECOME THE CAPITAL OF THE AMERICA FIRST MOVEMENT! For the first time in party history, Republicans are holding a midterm convention. Not a debate stage. Not a press conference. A full blown convention, September 9th and 10th, right in the heart of Dallas. The Democrats aren't ready for this! Trump called it exactly what it is. "It has never been done before, and will be a truly Historic Event." Think about that for a second. Presidential conventions happen every four years like clockwork. Midterm conventions do not happen at all, because most parties do not have anything worth celebrating in the off year. The GOP just decided they do. RNC Chairman Joe Gruters is already calling it Trumpapalooza. That is not a typo. That is the energy level we are talking about. This is not just a rally. It is a two day showcase of the Great American Comeback. No tax on tips. No tax on overtime. Falling oil prices while the administration denuclearizes Iran. A border that finally has a lock on the door. Trump is not asking Republicans to imagine the wins. He is putting them on a stage in Texas and pointing at them. And Texas is not a random choice. It is the epicenter of this year's fight for Congress, with Ken Paxton battling for Senate and multiple House seats hanging in the balance. Dallas Mayor Eric Johnson called it exactly right, an event that will "energize our party, strengthen the conservative movement, and help build momentum." Now look across the aisle. Democrats floated the idea of their own midterm gathering. Then they quietly shelved it. No unifying message. No standout headliner. No comeback story to tell voters, because they do not have one. That is the difference in one sentence. Republicans are throwing a party because they have something to celebrate. Democrats are staying home because they do not. Midterms usually punish the party in power. Trump just decided to rewrite that rule in Texas, in front of the cameras, with the whole country watching. Buckle up. Trumpapalooza is coming, and the other side has nothing on the calendar to answer it with.
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🇺🇸 DALLAS IS ABOUT TO BECOME THE CAPITAL OF THE AMERICA FIRST MOVEMENT! For the first time in party history, Republicans are holding a midterm convention. Not a debate stage. Not a press conference. A full blown convention, September 9th and 10th, right in the heart of Dallas. The Democrats aren't ready for this! Trump called it exactly what it is. "It has never been done before, and will be a truly Historic Event." Think about that for a second. Presidential conventions happen every four years like clockwork. Midterm conventions do not happen at all, because most parties do not have anything worth celebrating in the off year. The GOP just decided they do. RNC Chairman Joe Gruters is already calling it Trumpapalooza. That is not a typo. That is the energy level we are talking about. This is not just a rally. It is a two day showcase of the Great American Comeback. No tax on tips. No tax on overtime. Falling oil prices while the administration denuclearizes Iran. A border that finally has a lock on the door. Trump is not asking Republicans to imagine the wins. He is putting them on a stage in Texas and pointing at them. And Texas is not a random choice. It is the epicenter of this year's fight for Congress, with Ken Paxton battling for Senate and multiple House seats hanging in the balance. Dallas Mayor Eric Johnson called it exactly right, an event that will "energize our party, strengthen the conservative movement, and help build momentum." Now look across the aisle. Democrats floated the idea of their own midterm gathering. Then they quietly shelved it. No unifying message. No standout headliner. No comeback story to tell voters, because they do not have one. That is the difference in one sentence. Republicans are throwing a party because they have something to celebrate. Democrats are staying home because they do not. Midterms usually punish the party in power. Trump just decided to rewrite that rule in Texas, in front of the cameras, with the whole country watching. Buckle up. Trumpapalooza is coming, and the other side has nothing on the calendar to answer it with.

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Holy sh!t ! OpenAI will have their custom inference chips ready in just a few months and deployed at scale by the end of the year! 🤯 Training chip = The heavy lifters that require massive amounts of data and power to build and teach the AI models from scratch. Inference chip = The specialized, highly efficient chips that actually run the AI and generate the answers in real-time when you use it. This is going to help OpenAI drastically cut down their massive compute costs, speed up model reasoning times, and finally break free from relying entirely on Nvidia to scale their operations.
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Holy sh!t ! OpenAI will have their custom inference chips ready in just a few months and deployed at scale by the end of the year! 🤯 Training chip = The heavy lifters that require massive amounts of data and power to build and teach the AI models from scratch. Inference chip = The specialized, highly efficient chips that actually run the AI and generate the answers in real-time when you use it. This is going to help OpenAI drastically cut down their massive compute costs, speed up model reasoning times, and finally break free from relying entirely on Nvidia to scale their operations.

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“The only regret I have about xAI is, we’re an investor already… the only regret I have is I didn’t give him more money. Almost everything that Elon’s part of, you really want to be a part of as well. And he gave us the opportunity to invest in xAI. I’m just delighted.” - Jensen Huang, NVIDIA CEO
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“The only regret I have about xAI is, we’re an investor already… the only regret I have is I didn’t give him more money. Almost everything that Elon’s part of, you really want to be a part of as well. And he gave us the opportunity to invest in xAI. I’m just delighted.” - Jensen Huang, NVIDIA CEO

Teslaconomics

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$IONQ caught in 4K - "Cisco has a market cap of hundreds of billions of dollars. At minimum, the future of IonQ looks like that and the ceiling of it looks like Nvidia." This is the craziest statement from a CEO I have ever heard and I went to prison for securities fraud.
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$IONQ caught in 4K - "Cisco has a market cap of hundreds of billions of dollars. At minimum, the future of IonQ looks like that and the ceiling of it looks like Nvidia." This is the craziest statement from a CEO I have ever heard and I went to prison for securities fraud.

Martin Shkreli

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Since RCCL is an fork of NCCL, RCCL is basically a copy+paste carbon copy of NCCL except it takes months for new features added to NCCL to reach RCCL. This is clearly not optimal for AMD to be building on their competitors platform as that means that AMD will never be better than NVIDIA or even reach parity (when iso-time) due to the delays/engineering burden of syncing with upstream. AMD is working on an moonshot project cuz MORI-CCL aims to be an first principles from scratch re-built of the AMD collective library software to not be dependent of their competitor's software. Ironically enough with MORI-CCL, it currently doesn't support AMD's Pensando NICs yet it supports NVIDIA ConnectX-7 NICs with AMD GPUs. Support for AMD's Pensando NICs is coming after support for NVIDIA ConnectX-7 NICs.
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Since RCCL is an fork of NCCL, RCCL is basically a copy+paste carbon copy of NCCL except it takes months for new features added to NCCL to reach RCCL. This is clearly not optimal for AMD to be building on their competitors platform as that means that AMD will never be better than NVIDIA or even reach parity (when iso-time) due to the delays/engineering burden of syncing with upstream. AMD is working on an moonshot project cuz MORI-CCL aims to be an first principles from scratch re-built of the AMD collective library software to not be dependent of their competitor's software. Ironically enough with MORI-CCL, it currently doesn't support AMD's Pensando NICs yet it supports NVIDIA ConnectX-7 NICs with AMD GPUs. Support for AMD's Pensando NICs is coming after support for NVIDIA ConnectX-7 NICs.

SemiAnalysis

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Microsoft teases a faster and configurable context menu (right-click menu) for Windows 11 after years of complaints! Marcus Ash, who leads Design and Research for Windows and Devices, says Microsoft is working on making context menus faster, simpler by default, and configurable to what you use most. That last part is huge. Windows 11’s context menu was supposed to fix the cluttered Windows 10 right-click menu. Instead, it became slower, padded, inconsistent, and still messy. You often need “Show more options” just to reach the old menu, which defeats the whole point of redesigning it. Now Microsoft is taking the same approach it used with Start and taskbar: give users control. Resizable Start. Movable taskbar. Smaller taskbar. Customizable Start sections. And now, configurable context menus. This is the Windows 11 reset users wanted 🥳
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Microsoft teases a faster and configurable context menu (right-click menu) for Windows 11 after years of complaints! Marcus Ash, who leads Design and Research for Windows and Devices, says Microsoft is working on making context menus faster, simpler by default, and configurable to what you use most. That last part is huge. Windows 11’s context menu was supposed to fix the cluttered Windows 10 right-click menu. Instead, it became slower, padded, inconsistent, and still messy. You often need “Show more options” just to reach the old menu, which defeats the whole point of redesigning it. Now Microsoft is taking the same approach it used with Start and taskbar: give users control. Resizable Start. Movable taskbar. Smaller taskbar. Customizable Start sections. And now, configurable context menus. This is the Windows 11 reset users wanted 🥳

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BREAKING: The man who saw 2008 coming just placed his biggest bet against the AI boom, and the strangest name on his list is not a tech company at all. It is a bulldozer maker. Dr. Michael J. Burry shorted Nvidia, Applied Materials, Tesla, and the whole chip index this week. But the one he led with, the one he said jumped out at him, was Caterpillar, a 100-year-old maker of construction equipment. Why would the most famous bubble-caller alive make a heavy-machinery company his headline AI short? Because that is the whole tell. Caterpillar hit an all-time high this year, up 86 percent, its valuation richer than at any point in three decades. And look at the twist that makes the bet so sharp .. the re-rating is not pure fantasy. Caterpillar's order backlog is up 79 percent, because new chip factories and data centers need its generators, turbines, and earth-movers before a single server switches on. The market noticed, and repriced a machinery company as an AI stock. In Dr. Burry's words: “I have never shorted Caterpillar. It has always done great for me on the long side.” His trigger was South Korea. Burry named it directly: hundreds of billions in new chip-fab spending announced this week, the pledge that sent Caterpillar to its record. His verdict: “I see that as the beginning of the end.” Read and understand carefully what that means. Dr. Burry is not shorting artificial intelligence. Nope! He is shorting the moment the mania grew so vast it priced a maker of earth-movers like a designer of chips, betting that even real, booming orders have been valued as if they last forever. When the bubble reaches the machines that dig the holes the servers sit in, that is the line he chose to stand on. And the timing is also not quite subtle. He placed the bet at all-time highs, on the very day the chip index logged its greatest half-year run since the year 2000, the year he keeps naming. Will Burry prove himself right this time?
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BREAKING: The man who saw 2008 coming just placed his biggest bet against the AI boom, and the strangest name on his list is not a tech company at all. It is a bulldozer maker. Dr. Michael J. Burry shorted Nvidia, Applied Materials, Tesla, and the whole chip index this week. But the one he led with, the one he said jumped out at him, was Caterpillar, a 100-year-old maker of construction equipment. Why would the most famous bubble-caller alive make a heavy-machinery company his headline AI short? Because that is the whole tell. Caterpillar hit an all-time high this year, up 86 percent, its valuation richer than at any point in three decades. And look at the twist that makes the bet so sharp .. the re-rating is not pure fantasy. Caterpillar's order backlog is up 79 percent, because new chip factories and data centers need its generators, turbines, and earth-movers before a single server switches on. The market noticed, and repriced a machinery company as an AI stock. In Dr. Burry's words: “I have never shorted Caterpillar. It has always done great for me on the long side.” His trigger was South Korea. Burry named it directly: hundreds of billions in new chip-fab spending announced this week, the pledge that sent Caterpillar to its record. His verdict: “I see that as the beginning of the end.” Read and understand carefully what that means. Dr. Burry is not shorting artificial intelligence. Nope! He is shorting the moment the mania grew so vast it priced a maker of earth-movers like a designer of chips, betting that even real, booming orders have been valued as if they last forever. When the bubble reaches the machines that dig the holes the servers sit in, that is the line he chose to stand on. And the timing is also not quite subtle. He placed the bet at all-time highs, on the very day the chip index logged its greatest half-year run since the year 2000, the year he keeps naming. Will Burry prove himself right this time?

Shanaka Anslem Perera ⚡

235,041 görüntüleme • 13 gün önce

🇺🇸 🇨🇳 CHINA JUST TOLD THE US TO KEEP THEIR OLD NVIDIA CHIPS. Because they're smuggling the newest ones in. 🇻🇳 Taiwanese prosecutors just arrested three people for smuggling $NVDA AI chips into China. They forged documents to ship 50 Super Micro servers loaded with advanced Nvidia silicon to China, Macau, and Hong Kong. Some already cleared customs. Same company (Super Micro) whose US employees were indicted in March for allegedly diverting BILLIONS in Nvidia chips to China. The black market for Nvidia silicon is now one of the most lucrative trades on earth.
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🇺🇸 🇨🇳 CHINA JUST TOLD THE US TO KEEP THEIR OLD NVIDIA CHIPS. Because they're smuggling the newest ones in. 🇻🇳 Taiwanese prosecutors just arrested three people for smuggling $NVDA AI chips into China. They forged documents to ship 50 Super Micro servers loaded with advanced Nvidia silicon to China, Macau, and Hong Kong. Some already cleared customs. Same company (Super Micro) whose US employees were indicted in March for allegedly diverting BILLIONS in Nvidia chips to China. The black market for Nvidia silicon is now one of the most lucrative trades on earth.

CryptoGoos

62,733 görüntüleme • 1 ay önce

AI just hit a wall that no amount of money can move. The planet itself. There is not enough power, water, or land on Earth to build the data centers the AI race now demands. So the most valuable bet in artificial intelligence is no longer a chip company or a model. It is a rocket company. The plan is to leave. In January, SpaceX filed with the FCC to launch up to 1 million solar-powered data center satellites into orbit. In February it bought xAI, the maker of Grok, folding an entire frontier AI lab into a rocket company in the largest corporate merger ever recorded. On June 8 it unveiled the AI1, a compute satellite with a 70-meter wingspan, wider than a Boeing 747, powered by the sun, cooled by the vacuum of space, and wired to the ground through Starlink. Four days later it went public in the largest IPO in history, near 1.77 trillion dollars, touched 2.1 trillion on its first day, raised close to 86 billion, and made one man the first trillionaire alive. Now read the direction of that merger, because it is the whole story. A rocket company bought the AI lab. Not the reverse. For three years everyone assumed the constraint on AI was chips, or data, or talent. It is none of them anymore. It is energy and heat and dirt. The head of Anthropic said his company grew faster than the exponential, 80 times in a single year, and that is exactly why it ran out of compute. The answer was not to build more data centers in Virginia. It was to leave the atmosphere, where the sun never sets and a solar panel does five times the work. The moat in artificial intelligence is no longer the model. It is the launch. And the first rent is already being paid. A rival lab, Anthropic, is reported to be sending roughly 1.25 billion dollars a month to Musk for compute. Google near 920 million. If intelligence moves to orbit, the company that owns the only affordable road there becomes the landlord of the next layer of the internet, the way one bookstore became the landlord of the cloud. The merger is the proof of concept. The IPO is the war chest. Those monthly checks are the lease. Here is the part the price tag does not want you to read. Close to a trillion dollars of that valuation rests on orbital data centers that do not yet exist, and on a chip factory, Terafab, that SpaceX's own public filing calls a general framework with no binding deal, one that may not achieve commercial viability. Musk said it on camera. This is not a promise. The largest IPO ever written is priced on a future the filing itself cannot verify. The other side is just as real. Compute in orbit costs about four times what it costs on the ground today, and the curve may not cross for fifteen years. The machines that print the chips are backordered for years. Shedding heat in a vacuum at this scale has never been done. Musk's timelines have a long history of meaning later. And Bezos is racing the same orbit with a constellation of 51,600 satellites of his own. But strip it all away and the trade underneath is one sentence. Earth has run out of room for intelligence, and whoever owns the road off the planet owns whatever gets built next. Call it the most expensive science fiction ever sold, or the first time the map of the internet pointed up.
0:10

AI just hit a wall that no amount of money can move. The planet itself. There is not enough power, water, or land on Earth to build the data centers the AI race now demands. So the most valuable bet in artificial intelligence is no longer a chip company or a model. It is a rocket company. The plan is to leave. In January, SpaceX filed with the FCC to launch up to 1 million solar-powered data center satellites into orbit. In February it bought xAI, the maker of Grok, folding an entire frontier AI lab into a rocket company in the largest corporate merger ever recorded. On June 8 it unveiled the AI1, a compute satellite with a 70-meter wingspan, wider than a Boeing 747, powered by the sun, cooled by the vacuum of space, and wired to the ground through Starlink. Four days later it went public in the largest IPO in history, near 1.77 trillion dollars, touched 2.1 trillion on its first day, raised close to 86 billion, and made one man the first trillionaire alive. Now read the direction of that merger, because it is the whole story. A rocket company bought the AI lab. Not the reverse. For three years everyone assumed the constraint on AI was chips, or data, or talent. It is none of them anymore. It is energy and heat and dirt. The head of Anthropic said his company grew faster than the exponential, 80 times in a single year, and that is exactly why it ran out of compute. The answer was not to build more data centers in Virginia. It was to leave the atmosphere, where the sun never sets and a solar panel does five times the work. The moat in artificial intelligence is no longer the model. It is the launch. And the first rent is already being paid. A rival lab, Anthropic, is reported to be sending roughly 1.25 billion dollars a month to Musk for compute. Google near 920 million. If intelligence moves to orbit, the company that owns the only affordable road there becomes the landlord of the next layer of the internet, the way one bookstore became the landlord of the cloud. The merger is the proof of concept. The IPO is the war chest. Those monthly checks are the lease. Here is the part the price tag does not want you to read. Close to a trillion dollars of that valuation rests on orbital data centers that do not yet exist, and on a chip factory, Terafab, that SpaceX's own public filing calls a general framework with no binding deal, one that may not achieve commercial viability. Musk said it on camera. This is not a promise. The largest IPO ever written is priced on a future the filing itself cannot verify. The other side is just as real. Compute in orbit costs about four times what it costs on the ground today, and the curve may not cross for fifteen years. The machines that print the chips are backordered for years. Shedding heat in a vacuum at this scale has never been done. Musk's timelines have a long history of meaning later. And Bezos is racing the same orbit with a constellation of 51,600 satellites of his own. But strip it all away and the trade underneath is one sentence. Earth has run out of room for intelligence, and whoever owns the road off the planet owns whatever gets built next. Call it the most expensive science fiction ever sold, or the first time the map of the internet pointed up.

Shanaka Anslem Perera ⚡

54,183 görüntüleme • 18 gün önce

The largest theft in history has already happened. The people behind it just cannot open what they stole yet. Right now, intelligence agencies and criminal groups are quietly copying the world's encrypted data, bank records, medical files, state secrets, private messages, and storing every byte untouched. They cannot read any of it. They are collecting it anyway, because they know the key is about to be invented. The strategy has a name, harvest now, decrypt later, and in 2026 it stopped being theory. Washington declared this the Year of Quantum Security in January, backed by the FBI, the NSA, and NIST. Canada ordered every federal agency to file a migration plan by April. Europe set its deadline for December. Governments do not impose operational deadlines on a someday problem. They do it when the clock is already running. Here is what moved the clock. Every password, every transfer, every secret on Earth is protected by one assumption, that a certain math problem is too hard to solve. Quantum computers solve exactly that problem. For years the machine that could do it looked decades away. Then in late 2025 Google's Willow chip cracked the hardest part of building one, and in March 2026 Google's own researchers estimated that breaking the encryption behind Bitcoin might take fewer than 500,000 qubits, down from 20 million, and could run in minutes. The day this becomes real has a name, Q-Day, and the latest estimates place it between 2030 and 2033. Now make it concrete. Roughly 6.5 million Bitcoin, about a third of every coin that will ever exist, worth close to 500 billion dollars, sit in addresses that have already exposed the very key a quantum computer needs. That includes the coins of Satoshi, the anonymous creator. On Q-Day they become, in the researchers' own word, trivially stealable. It would not look like a crash or a whale selling. It would look like half a trillion dollars of the most secure money ever built simply walking out the door. The asset designed to trust no one and no institution turns out to rest on a single unverified bet, that one math problem stays hard forever. This is what sits beneath the entire digital world. A bank balance, a Bitcoin, a classified cable, all of it is real only because of a proof you supposedly cannot forge. Quantum breaks the proof. Everything we call secure is true only until someone finally checks, and for the first time the check is visible on the horizon. You cannot know whether your data has already been copied. You cannot know the exact day the key arrives. The trust holding up the digital age is a clock counting down to a zero no one can see. The honest counter matters. No machine on Earth can break this encryption today, and serious cryptographers still argue the real threat is a decade or more away. The timeline is far from certain. Quantum-safe codes already exist, the migration has started, and Bitcoin can move its coins to safety before Q-Day if it acts in time. The danger is not that everything breaks tomorrow. It is that anything which must stay secret into the 2030s, a state secret, an identity, a private key, is being stolen today and is already on the clock. The breach is not coming. It is already here, sitting in storage, perfectly encrypted, waiting for a machine that does not exist yet to read it out loud. Research and opinion, not investment advice.
0:10

The largest theft in history has already happened. The people behind it just cannot open what they stole yet. Right now, intelligence agencies and criminal groups are quietly copying the world's encrypted data, bank records, medical files, state secrets, private messages, and storing every byte untouched. They cannot read any of it. They are collecting it anyway, because they know the key is about to be invented. The strategy has a name, harvest now, decrypt later, and in 2026 it stopped being theory. Washington declared this the Year of Quantum Security in January, backed by the FBI, the NSA, and NIST. Canada ordered every federal agency to file a migration plan by April. Europe set its deadline for December. Governments do not impose operational deadlines on a someday problem. They do it when the clock is already running. Here is what moved the clock. Every password, every transfer, every secret on Earth is protected by one assumption, that a certain math problem is too hard to solve. Quantum computers solve exactly that problem. For years the machine that could do it looked decades away. Then in late 2025 Google's Willow chip cracked the hardest part of building one, and in March 2026 Google's own researchers estimated that breaking the encryption behind Bitcoin might take fewer than 500,000 qubits, down from 20 million, and could run in minutes. The day this becomes real has a name, Q-Day, and the latest estimates place it between 2030 and 2033. Now make it concrete. Roughly 6.5 million Bitcoin, about a third of every coin that will ever exist, worth close to 500 billion dollars, sit in addresses that have already exposed the very key a quantum computer needs. That includes the coins of Satoshi, the anonymous creator. On Q-Day they become, in the researchers' own word, trivially stealable. It would not look like a crash or a whale selling. It would look like half a trillion dollars of the most secure money ever built simply walking out the door. The asset designed to trust no one and no institution turns out to rest on a single unverified bet, that one math problem stays hard forever. This is what sits beneath the entire digital world. A bank balance, a Bitcoin, a classified cable, all of it is real only because of a proof you supposedly cannot forge. Quantum breaks the proof. Everything we call secure is true only until someone finally checks, and for the first time the check is visible on the horizon. You cannot know whether your data has already been copied. You cannot know the exact day the key arrives. The trust holding up the digital age is a clock counting down to a zero no one can see. The honest counter matters. No machine on Earth can break this encryption today, and serious cryptographers still argue the real threat is a decade or more away. The timeline is far from certain. Quantum-safe codes already exist, the migration has started, and Bitcoin can move its coins to safety before Q-Day if it acts in time. The danger is not that everything breaks tomorrow. It is that anything which must stay secret into the 2030s, a state secret, an identity, a private key, is being stolen today and is already on the clock. The breach is not coming. It is already here, sitting in storage, perfectly encrypted, waiting for a machine that does not exist yet to read it out loud. Research and opinion, not investment advice.

Shanaka Anslem Perera ⚡

185,238 görüntüleme • 17 gün önce

A year ago, I called Nvidia the literal bargaining chip in US-China trade. Today the thesis is no longer mine alone. Anthropic just published "2028: Two scenarios for global AI leadership" arguing compute is the entire game. Close the smuggling loopholes, kill distillation attacks, lock in a 12-24 month US lead. Same day, Reuters: US Commerce approved H200 sales to Alibaba, Tencent, ByteDance, Up to 75,000 chips each. Lenovo and Foxconn cleared as distributors. Jensen is in China this week trying to convert paper approvals into actual deliveries. The math: China was 13% of Nvidia revenue ($17B in FY25). Jensen at GTC: "$50B opportunity in 2025 alone, growing 50% annually." To CNBC in October: "a couple hundred billion by the end of the decade." That's the prize. But the prize is not just the revenue. It's the CUDA lock-in. On Dwarkesh in April, Jensen said the moat is not the silicon. The moat is the install base. Every cloud. Every robot. Every developer trained on CUDA. If China spins up on Huawei Ascend, that is a parallel stack that compounds against Nvidia forever. Concede the second largest compute market, you concede the ecosystem. This is why Jensen got visibly agitated when Dwarkesh pushed. "You are not talking to somebody who woke up a loser." It is also why Beijing is slow-walking the H200 orders. They understand the same thing in reverse. Every CUDA developer is a Huawei customer they will never get back. The bargaining chip is leverage in both directions. Anthropic's policy paper today is the US position. Jensen's posture is the corporate position. Beijing's go-slow is the Chinese position. All three agree on one thing: whoever owns the compute, owns the future. Memory Wars. Co-Design. The Reasoning Tax. All downstream of this. Compute is the unit of national power in the AI era. $NVDA
0:12

A year ago, I called Nvidia the literal bargaining chip in US-China trade. Today the thesis is no longer mine alone. Anthropic just published "2028: Two scenarios for global AI leadership" arguing compute is the entire game. Close the smuggling loopholes, kill distillation attacks, lock in a 12-24 month US lead. Same day, Reuters: US Commerce approved H200 sales to Alibaba, Tencent, ByteDance, Up to 75,000 chips each. Lenovo and Foxconn cleared as distributors. Jensen is in China this week trying to convert paper approvals into actual deliveries. The math: China was 13% of Nvidia revenue ($17B in FY25). Jensen at GTC: "$50B opportunity in 2025 alone, growing 50% annually." To CNBC in October: "a couple hundred billion by the end of the decade." That's the prize. But the prize is not just the revenue. It's the CUDA lock-in. On Dwarkesh in April, Jensen said the moat is not the silicon. The moat is the install base. Every cloud. Every robot. Every developer trained on CUDA. If China spins up on Huawei Ascend, that is a parallel stack that compounds against Nvidia forever. Concede the second largest compute market, you concede the ecosystem. This is why Jensen got visibly agitated when Dwarkesh pushed. "You are not talking to somebody who woke up a loser." It is also why Beijing is slow-walking the H200 orders. They understand the same thing in reverse. Every CUDA developer is a Huawei customer they will never get back. The bargaining chip is leverage in both directions. Anthropic's policy paper today is the US position. Jensen's posture is the corporate position. Beijing's go-slow is the Chinese position. All three agree on one thing: whoever owns the compute, owns the future. Memory Wars. Co-Design. The Reasoning Tax. All downstream of this. Compute is the unit of national power in the AI era. $NVDA

Ben Pouladian

14,452 görüntüleme • 2 ay önce

They started with 50. Now they say they’re 18,000 In 1996 there were fewer than 50 of them. Today, according to the organizers, up to 18,000 walked through Copenhagen. From Dronning Louises Bro to the Imam Ali Mosque. Look at the curve. This is how it happens. First a handful. Then a few hundred. Then it fills a bridge, a district, a capital. A little at a time, until it is no longer a little. And let me be fair, because fairness is the point. There is nothing strange about them holding this mourning procession. They have done it as part of their faith for more than a thousand years. It is theirs, and they believe in it. There is nothing strange about that at all. What should stop us is the other half. There is nothing strange about Europe allowing it either, and that is exactly the problem. Europe allows it because Europe has forgotten who it is. A people that remembers what it stands for does not need to ban anything, it simply knows where its own line runs. We have lost that. And so the issue was never them. The issue is us. Now look at what actually moved through the streets. Men in front. Women in the second row. That is not a detail, that is the whole point. It is a view of women set into a system and marched out into the public square, in a city where generations fought for women and men to stand as equals. The real question is not whether people may believe what they want. They may. The question is why our capital should cultivate a political law-religion that commemorates a 7th-century power struggle by dividing people by sex on Nørrebrogade. One of the organizers is the Imam Ali Mosque, repeatedly described as the Iranian regime’s extended arm in Denmark. The same regime that hangs women and young men from cranes. We are not importing culture. We are importing a system. And we let it grow, not because they are strong, but because we forgot why we were. First a little. Then a lot. Then too late.
0:10

They started with 50. Now they say they’re 18,000 In 1996 there were fewer than 50 of them. Today, according to the organizers, up to 18,000 walked through Copenhagen. From Dronning Louises Bro to the Imam Ali Mosque. Look at the curve. This is how it happens. First a handful. Then a few hundred. Then it fills a bridge, a district, a capital. A little at a time, until it is no longer a little. And let me be fair, because fairness is the point. There is nothing strange about them holding this mourning procession. They have done it as part of their faith for more than a thousand years. It is theirs, and they believe in it. There is nothing strange about that at all. What should stop us is the other half. There is nothing strange about Europe allowing it either, and that is exactly the problem. Europe allows it because Europe has forgotten who it is. A people that remembers what it stands for does not need to ban anything, it simply knows where its own line runs. We have lost that. And so the issue was never them. The issue is us. Now look at what actually moved through the streets. Men in front. Women in the second row. That is not a detail, that is the whole point. It is a view of women set into a system and marched out into the public square, in a city where generations fought for women and men to stand as equals. The real question is not whether people may believe what they want. They may. The question is why our capital should cultivate a political law-religion that commemorates a 7th-century power struggle by dividing people by sex on Nørrebrogade. One of the organizers is the Imam Ali Mosque, repeatedly described as the Iranian regime’s extended arm in Denmark. The same regime that hangs women and young men from cranes. We are not importing culture. We are importing a system. And we let it grow, not because they are strong, but because we forgot why we were. First a little. Then a lot. Then too late.

Krisztina Maria

38,477 görüntüleme • 17 gün önce

June 13, 2023 - Alabama HC Rob Vaughn harps on building off the program’s foundation and turning it into a return to Omaha. “This program has laid the foundation. Now, it’s time for us to knock down the gates of Omaha and we’re going to do that here real soon.” Fast forward to June 8, 2026, Vaughn and the Crimson Tide are headed to the CWS in Omaha for the first time since 1999. A vision that was spoken with great conviction and turned into an existence, Rob Vaughn. ✅
0:15

June 13, 2023 - Alabama HC Rob Vaughn harps on building off the program’s foundation and turning it into a return to Omaha. “This program has laid the foundation. Now, it’s time for us to knock down the gates of Omaha and we’re going to do that here real soon.” Fast forward to June 8, 2026, Vaughn and the Crimson Tide are headed to the CWS in Omaha for the first time since 1999. A vision that was spoken with great conviction and turned into an existence, Rob Vaughn. ✅

Crimson Coverage

31,804 görüntüleme • 1 ay önce

NEW: Chicago residents melt down over the surge in migrants in their communities, say they "won't have it." They voted for this so continue to give it to them. They will vote for this again in 2024. No remorse. Chicago (Cook County), who overwhelmingly voted for Joe Biden at a rate of 74%, is learning in real time what it means to be a Sanctuary City. One resident complained about getting "the low scraps." "We come in a community of black people where we already get the low scraps... do you wanna take the little scraps, the resources that we have and put us at the bottom of the barrel? That's not fair and I won't have it."
0:19

NEW: Chicago residents melt down over the surge in migrants in their communities, say they "won't have it." They voted for this so continue to give it to them. They will vote for this again in 2024. No remorse. Chicago (Cook County), who overwhelmingly voted for Joe Biden at a rate of 74%, is learning in real time what it means to be a Sanctuary City. One resident complained about getting "the low scraps." "We come in a community of black people where we already get the low scraps... do you wanna take the little scraps, the resources that we have and put us at the bottom of the barrel? That's not fair and I won't have it."

Collin Rugg

1,919,386 görüntüleme • 2 yıl önce

I think what’s so poetic about this image is that it was unintentional. I had my phone set up to record the launch and at about 40 seconds into the launch, it hit me that this is the FIRST TIME a woman is going to the moon. My mother and grandmother were alive during the Apollo missions but this is the FIRST time they’re witnessing a woman making that journey. My heart filled and I turned the camera to capture my reaction in that exact moment. I’m so glad I did. The image you’re seeing is a woman in STEM in awe over Christina Koch - and the impact her journey will have on millions of girls around the world. The launch reflecting in my glasses - well, that was just the icing on top of the cake.
0:11

I think what’s so poetic about this image is that it was unintentional. I had my phone set up to record the launch and at about 40 seconds into the launch, it hit me that this is the FIRST TIME a woman is going to the moon. My mother and grandmother were alive during the Apollo missions but this is the FIRST time they’re witnessing a woman making that journey. My heart filled and I turned the camera to capture my reaction in that exact moment. I’m so glad I did. The image you’re seeing is a woman in STEM in awe over Christina Koch - and the impact her journey will have on millions of girls around the world. The launch reflecting in my glasses - well, that was just the icing on top of the cake.

Ellie Sleightholm

619,387 görüntüleme • 3 ay önce

BREAKING: The US House just voted 215 to 208 to end the Iran war. The same day, Iran bombed Kuwait’s main airport and the US bombed Iran. Both are true. The gap between them is the whole story. The vote is historic, and misunderstood. It is the first time either chamber of Congress has passed a measure against this war since it began more than three months ago, and 4 Republicans crossed the aisle to do it. But it stops nothing. It is a concurrent resolution: it never reaches Trump’s desk, it still has to pass the Senate, its legal force is disputed, and Trump will contest it. It does not end the war. It measures how toxic the war has become. So why did 4 Republicans break? The rebuke was aimed at Trump’s handling of the conflict and, in the reporting’s own words, the economic fallout, a war that has rattled the global economy with no end in sight. That is oil propped up by a draining reserve, fertilizer the world’s biggest importer now pays nearly double for, and the strait still shut since February. Congress just voted on the price of crude and bread. It only called it a war. But the same afternoon, the war got bigger. Iranian drones and missiles hammered Kuwait’s main airport, killed 1 and wounded more than 60, and forced it shut. The US answered with a strike on an Iranian military site on Qeshm Island, inside the Strait of Hormuz. Israel kept hitting Lebanon, the sticking point Tehran says any deal must cover. The mediators were already cut off. Oil ticked up about 2%, Brent back near $97, while the strait stayed shut. This is the new phase: a divergence. Abroad, the war is widening, Gulf states hit, Iran hitting back, talks frozen. At home, the will to keep paying for it is cracking for the first time. The binding constraint is sliding off the battlefield and onto the floor of Congress. Increasingly, the limit is not Iran. It is the bill. The vote will not stop the war. But it is the first time the cost of one shut strait reached the floor of the House. The war is not ending. The willingness to keep paying for it is.
0:10

BREAKING: The US House just voted 215 to 208 to end the Iran war. The same day, Iran bombed Kuwait’s main airport and the US bombed Iran. Both are true. The gap between them is the whole story. The vote is historic, and misunderstood. It is the first time either chamber of Congress has passed a measure against this war since it began more than three months ago, and 4 Republicans crossed the aisle to do it. But it stops nothing. It is a concurrent resolution: it never reaches Trump’s desk, it still has to pass the Senate, its legal force is disputed, and Trump will contest it. It does not end the war. It measures how toxic the war has become. So why did 4 Republicans break? The rebuke was aimed at Trump’s handling of the conflict and, in the reporting’s own words, the economic fallout, a war that has rattled the global economy with no end in sight. That is oil propped up by a draining reserve, fertilizer the world’s biggest importer now pays nearly double for, and the strait still shut since February. Congress just voted on the price of crude and bread. It only called it a war. But the same afternoon, the war got bigger. Iranian drones and missiles hammered Kuwait’s main airport, killed 1 and wounded more than 60, and forced it shut. The US answered with a strike on an Iranian military site on Qeshm Island, inside the Strait of Hormuz. Israel kept hitting Lebanon, the sticking point Tehran says any deal must cover. The mediators were already cut off. Oil ticked up about 2%, Brent back near $97, while the strait stayed shut. This is the new phase: a divergence. Abroad, the war is widening, Gulf states hit, Iran hitting back, talks frozen. At home, the will to keep paying for it is cracking for the first time. The binding constraint is sliding off the battlefield and onto the floor of Congress. Increasingly, the limit is not Iran. It is the bill. The vote will not stop the war. But it is the first time the cost of one shut strait reached the floor of the House. The war is not ending. The willingness to keep paying for it is.

Shanaka Anslem Perera ⚡

62,862 görüntüleme • 1 ay önce

Today, I heard the most wonderful and uplifting thing. Andrew Bragg gave a commitment to leave the Liberal Party if it dropped Net Zero and exited the Paris Accord. A treaty that should never have been signed. It is the shadowy figures behind Andrew Bragg, Alex Hawke and the rest of the useless Labor/Teal-“moderate”-left-faction of the Liberal Party that got the party and the country into this mess. They rolled Tony Abbott, who won a mandate, promising to scrap the carbon tax. They have betrayed that promise ever since. Our energy woes have been a long time coming. We didn’t just wake up one day in an energy poor and deindustrialised nation. We have been under sustained attack for decades, an attack that has been marshalled by the left of politics. They control Labor, they have ruined the Liberals and have overrun just about every institution in the country. It is why the business council, sounds the same as the Australia Institute, and they both sound the same as the Greens. We are a nation in a hole, and Bragg admitted as much in his interview on Insiders today. We really need more coal, because the energy transition is failing. It is worse than that, the transition has failed. It was a bad idea, just like the rest of Net Zero. Our predicament is the result of irresponsible governments across Australia. Labor and Liberal, both have set policies that destroyed coal as the backbone of our grid, as they duchessed the Green grifters around their respective states across Australia. They played along with whatever bad idea the Greens were spouting at the time. Close this facility, replace it with a windmill. No to nuclear. No to gas. Close it, shut it, and replace it with fantasy. Turnbull, Kean, Perrottet, Berejiklian, Andrews, Morrison Albanese, and all of the rest, on a unity ticket that flushed our energy future down the toilet. All because they were afraid to upset Greta Thunberg. Because they were afraid to upset a youth, that they allowed our institutions to indoctrinate into a cult of ignorance. The world is slowly pulling in a new direction. Because hard reality has chased down fantasy. They’re waking up to the monorail that is ‘green’ energy, and ripping out the tracks. The National Party spurred by One Nation have cottoned on, and the Liberals will be dragged into the modern era, kicking and screaming. There is no doubt that if they don’t drop the Net Zero cake, and all of the icing that goes with it, they will never be a party of government again. Which brings us back to Andrew Bragg. Australia would be better off if he was not pretending to oppose Labor from the Liberal benches. We need people in opposition that understand the problems we have as a nation, and how to solve them. Not people who have only ever worked in the industry of politics, sending happy snaps along the way. Bragg knows his only chance at a job in the red house is through the blue team. He knows that blue voters don’t prioritise action on climate. But he sits there wasting a space advocating against the things the people that vote for him want. So if he had any decency, he would go, today. Because with friends like Andrew Bragg, you don’t need enemies. I just want Australia back.
0:17

Today, I heard the most wonderful and uplifting thing. Andrew Bragg gave a commitment to leave the Liberal Party if it dropped Net Zero and exited the Paris Accord. A treaty that should never have been signed. It is the shadowy figures behind Andrew Bragg, Alex Hawke and the rest of the useless Labor/Teal-“moderate”-left-faction of the Liberal Party that got the party and the country into this mess. They rolled Tony Abbott, who won a mandate, promising to scrap the carbon tax. They have betrayed that promise ever since. Our energy woes have been a long time coming. We didn’t just wake up one day in an energy poor and deindustrialised nation. We have been under sustained attack for decades, an attack that has been marshalled by the left of politics. They control Labor, they have ruined the Liberals and have overrun just about every institution in the country. It is why the business council, sounds the same as the Australia Institute, and they both sound the same as the Greens. We are a nation in a hole, and Bragg admitted as much in his interview on Insiders today. We really need more coal, because the energy transition is failing. It is worse than that, the transition has failed. It was a bad idea, just like the rest of Net Zero. Our predicament is the result of irresponsible governments across Australia. Labor and Liberal, both have set policies that destroyed coal as the backbone of our grid, as they duchessed the Green grifters around their respective states across Australia. They played along with whatever bad idea the Greens were spouting at the time. Close this facility, replace it with a windmill. No to nuclear. No to gas. Close it, shut it, and replace it with fantasy. Turnbull, Kean, Perrottet, Berejiklian, Andrews, Morrison Albanese, and all of the rest, on a unity ticket that flushed our energy future down the toilet. All because they were afraid to upset Greta Thunberg. Because they were afraid to upset a youth, that they allowed our institutions to indoctrinate into a cult of ignorance. The world is slowly pulling in a new direction. Because hard reality has chased down fantasy. They’re waking up to the monorail that is ‘green’ energy, and ripping out the tracks. The National Party spurred by One Nation have cottoned on, and the Liberals will be dragged into the modern era, kicking and screaming. There is no doubt that if they don’t drop the Net Zero cake, and all of the icing that goes with it, they will never be a party of government again. Which brings us back to Andrew Bragg. Australia would be better off if he was not pretending to oppose Labor from the Liberal benches. We need people in opposition that understand the problems we have as a nation, and how to solve them. Not people who have only ever worked in the industry of politics, sending happy snaps along the way. Bragg knows his only chance at a job in the red house is through the blue team. He knows that blue voters don’t prioritise action on climate. But he sits there wasting a space advocating against the things the people that vote for him want. So if he had any decency, he would go, today. Because with friends like Andrew Bragg, you don’t need enemies. I just want Australia back.

Matthew Camenzuli

41,306 görüntüleme • 8 ay önce

Never before seen in Yorkshire, the first-winter male Scarlet Tanager is just the eighth British record and the first since 2014. Have you seen it? Let us know 👇 (If you want to know the exact location of where to find it, sign up for BirdGuides today:
0:14

Never before seen in Yorkshire, the first-winter male Scarlet Tanager is just the eighth British record and the first since 2014. Have you seen it? Let us know 👇 (If you want to know the exact location of where to find it, sign up for BirdGuides today:

BirdGuides

24,635 görüntüleme • 1 yıl önce

I never thought I would ever say this, but I have truly lost all my confidence today. A part of me still believes in my work and knows the value of what I have built here over the past five years. At the same time, I just feel faded. The people I associated with closely haven't supported me, and the majority of my collector base has left the space. I still took it on the chin and continued to show up because I blindly believed in what I do and I know what it has done for me. I never had a Plan B. There was never a backup plan, and that is exactly why I even got here in the first place. I was good for nothing but art, and that is the reason I have always said that art saved my life. But lately, it feels like it is the very thing that is going to kill me. I really don't know how I feel about everything anymore. I just don't know. But I am not going anywhere. This is my home, so I still gonna continue to show up! I just needed to get this off my chest.
0:12

I never thought I would ever say this, but I have truly lost all my confidence today. A part of me still believes in my work and knows the value of what I have built here over the past five years. At the same time, I just feel faded. The people I associated with closely haven't supported me, and the majority of my collector base has left the space. I still took it on the chin and continued to show up because I blindly believed in what I do and I know what it has done for me. I never had a Plan B. There was never a backup plan, and that is exactly why I even got here in the first place. I was good for nothing but art, and that is the reason I have always said that art saved my life. But lately, it feels like it is the very thing that is going to kill me. I really don't know how I feel about everything anymore. I just don't know. But I am not going anywhere. This is my home, so I still gonna continue to show up! I just needed to get this off my chest.

Graffiti On Grave

12,965 görüntüleme • 3 ay önce