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The exact NVIDIA optimization order I follow on every PC I optimize. Clean driver. GPU-Z check. NVIDIA App settings. Most people skip step two and wonder why their GPU is running slow. Full guide here.

14,004 Aufrufe • vor 13 Tagen •via X (Twitter)

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Jensen is using Nebius to fight the hyperscalers and this is why they will be a $1T hyperscaler (Save this) According to a new Schedule 13G filing, Nvidia beneficially owns 22.25 million Class A shares of Nebius, made up of 1.19 million shares held directly and 21.07 million shares tied to pre-funded warrants acquired back in March 2026. That warrant stake traces back to a $2 billion deal Nvidia struck with Nebius on March where Nvidia bought pre-funded warrants for roughly 21 million shares at an exercise price of essentially zero, structured to work almost like an upfront equity check. Nvidia is currently restricted from exercising or selling any of those warrant-backed shares until September 11, 2026, so this stake has been locked up and largely out of the news cycle until the filing just brought it back into view. That deal came bundled with a much bigger strategic partnership. Alongside the investment, Nvidia and Nebius announced a plan to build out more than 5 gigawatts of Nvidia-powered AI cloud infrastructure by the end of 2030, giving Nebius early access to Nvidia's next-generation Rubin platform, Vera CPUs, and BlueField storage systems well ahead of most competitors. This stake fits a pattern Jensen Huang has been running for a while now. Huang reportedly hates a world where hyperscalers control all the compute, since Google TPUs and Amazon Trainium getting stronger is the one outcome that actually threatens Nvidia long-term. That's why Nvidia keeps putting money into neoclouds like Nebius and CoreWeave and backstopping their GPU clusters, effectively betting on a wide field of players rather than letting three or four hyperscalers dominate the entire compute layer. A GPU sold to Nebius costs Nvidia the same as a GPU sold to Google today, but five years out, every neocloud that survives and scales is one more customer that isn't building its own competing chip and one more reason inference keeps running on open, non-hyperscaler infrastructure instead of a closed ecosystem Nvidia doesn't control. That's the real bull case for Nebius becoming a trillion dollar hyperscaler in its own right. It already has $27 billion locked in from Meta, $17.3 billion from Microsoft, direct equity backing from Nvidia and priority access to Nvidia's next generation chip roadmap before most competitors get it, giving it the capital, the customer base, and the hardware edge all at once, exactly the combination Nvidia needs someone to have if it wants a real fifth hyperscaler standing up against Google, Amazon, Microsoft, and Meta. I remain extremely bullish on Nebius, follow me Melvin for more infrastructure plays and make sure to check out the link below for more!

Melvin

75,069 Aufrufe • vor 18 Tagen

Dylan Patel of SemiAnalysis says a worse GPU with better storage and memory now beats the best chip without them, so buying the newest GPU alone no longer wins inference. So, an AMD GPU with more memory can outperform Nvidia in some cases. "So what we have is we have over $80 million of compute, GPUs from Nvidia, AMD, TPUs from Google, Trainium from Amazon, and we run this benchmark constantly on the newest inference engine, newest drivers, newest PyTorch version, whatever it is." "Every day it runs on an automated CI, and we run it on all the latest Chinese models, from GLM, Zhipu, Moonshot, Kimi, Alibaba, all these models we run." "Initially, when we were benchmarking the difference between these chips and different engines, different schemes for parallelism, we were just running it fixed context length." "But now with Agent X, we've analyzed over $5 million worth of Claude Code traces. This is real production traffic that people have donated to us as well as internally generated. Now we know what the actual agent workload looks like." "And then as we implement that and run those benchmarks, it turns out yes, the chip you're using is very important, but now even more important is how are you handling this memory offload?" "And so while an Nvidia GPU is faster than an AMD GPU in most cases, because AMD GPUs have more memory, they actually end up outperforming in some cases." "Or you can have a worse GPU, but a much better storage solution, and now you can outperform what the best GPU can do without those solutions. So just buying the newest and latest GPU alone doesn't get you the best inference economics." "Actually, you need to layer in all these other innovations including storage and memory." [ Who's the top player on your chart? ] "That really is a difficult multivariable problem. And generally that means you need to have, yes, you need to have the best GPU, a GB300, but you also need to have the best storage solutions. And so I won't spoil who's the best right here, but I will say that storage solutions matter a lot and memory solutions matter a lot, as does your front-end networking. That matters a lot."

Fireside Alpha

175,085 Aufrufe • vor 13 Tagen

Dylan Patel on the importance of memory and storage Two key quotes: "An $NVDA GPU is faster than an $AMD GPU in most cases, but because AMD GPUs have more memory, they can outperform Nvidia in certain workloads." “It is a difficult, multivariable problem. Generally, you need the best GPU, such as a GB300, but you also need the best storage solutions. I will not spoil who comes out on top, but storage solutions matter a lot, memory solutions matter a lot, and frontend networking also matters significantly" Full Quote: “We have over $80 million of compute: GPUs from $NVDA and $AMD, TPUs from Google, and Trainium from Amazon. We constantly run this benchmark using the newest inference engines, drivers, PyTorch versions, and other software. It runs every day through automated CI across the latest Chinese models from GLM, Zhipu, Moonshot, Kimi, Alibaba, and others. Initially, when we were benchmarking the differences between these chips, inference engines, and parallelism schemes, we used fixed context lengths. But with Agent X, we have now analyzed more than $5 million worth of Claude Code traces. This is real production traffic that users have donated to us, combined with internally generated data, so we now understand what an actual agent workload looks like. When we implement those workloads and run the benchmarks, it turns out that the chip you are using is very important, but how you handle memory offload can be even more important. An Nvidia GPU is faster than an AMD GPU in most cases, but because AMD GPUs have more memory, they can outperform Nvidia in certain workloads. Similarly, you can use a less powerful GPU with a much better storage solution and outperform the best GPU when it lacks those solutions. Simply buying the newest GPU does not necessarily give you the best inference economics. You need to layer in other innovations, including storage and memory.” Interviewer: “Who is the top player on your chart? Can you tell us?” Dylan Patel: “It is a difficult, multivariable problem. Generally, you need the best GPU, such as a GB300, but you also need the best storage solutions. I will not spoil who comes out on top, but storage solutions matter a lot, memory solutions matter a lot, and frontend networking also matters significantly.”

Daniel Romero

38,220 Aufrufe • vor 28 Tagen