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We’ve deployed a $20,000, 4x NVIDIA B200 x400 compute environment to support the incredible growth of the Dot platform. Usage has accelerated significantly, and we’re expanding capacity to ensure the platform remains fast, reliable and responsive as demand continues to increase. This upgrade also prepares Dot for our upcoming...

14,475 views • 5 days ago •via X (Twitter)

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Extra outtake clip from latest Bg2 Pod with Jensen Brad Gerstner Contrary to popular hypersensationalist rhetoric -- that we are in a massive AI glut -- we are likely in a stretch of structural compute shortage. Google announced in May that tokens had grown 50x y/y, and doubled again by July 2025 (100x) to 1 quadrillion monthly tokens. In that period - algorithmic and hardware advances improved efficiencies by ~10-15x - which means Google had to increase accelerated compute dedicated to token generation by 3-10x. Our estimate is that Google increased accelerated compute by ~3x during the period - which means that they had to pull compute from training, recommenders, etc to allocate to token generation. Significant algorithmic advancements (Flash Attention, quantization, MoE), and infrastructure investments (prompt caching, batching) have driven much of that efficiency, but counting on the hardware to get better is something the industry is counting / relying on. We used to be able to ride Moore's Law / Dennard scaling to improve compute per watt. But now... we have to rely on $NVDA / hardware ecosystem (Google, $AMD, etc) to drive 2-4x improvement per generation (Huang's Law). People underestimate the strain of exponentials on human systems - that are hard coded to think linearly... The total global accelerated compute base is probably ~8 GW of installed capacity on my math and analysts have estimated growth to increase to 10x to ~80 GW globally by 2030. Even assuming all of that capex gets done, and Nvidia continues to push yearly roadmap (generating 2x y/y performance uplift), the 10x power increase should equate to ~50x increase in compute. We just had 100x AI usage increase in 1 year from Google's testimony. OpenAI, Google, Anthropic are in structural shortage of compute - each bit they bring online is fully invested in serving their users. And that is without even expanding into true video / world models, robotics, or long horizon thinking to find novel breakthroughs. What could change this trajectory? If the algorithmic efficiencies we are gaining from new breakthroughs outstrip the exponential increase in current demand -- and FUTURE demand. Investors hyperventilated at DeepSeek's release earlier this year, but their gains were outweighed by the increase in demand created by reasoning.

Clark Tang

176,622 views • 10 months ago

Headline: ARY Digital Network acquires majority stake in Nukta ARY Digital Network, one of Pakistan’s most influential and widely viewed television networks, has acquired majority shares of the digital media platform Nukta as part of ARY Group’s broader strategy to expand its leadership in the evolving digital media landscape. The move reflects ARY Group’s continued commitment to innovation in journalism, combining its decades-long strength in broadcast media with the growing importance of digital storytelling and audience engagement. Through this integration, Nukta will join ARY Group’s expanding media ecosystem, which currently reaches millions of viewers across television, digital platforms and international markets. Salman Iqbal, Founder of the ARY Digital Network & CEO of the ARY Group, said: “The media landscape is changing rapidly, and ARY has always been at the forefront of that evolution. By bringing Nukta into the ARY ecosystem, we are strengthening our digital presence while building on ARY’s global broadcast leadership. We are confident this integrated platform will deliver powerful journalism and innovative storytelling for the digital age.” While continuing to operate from its Dubai headquarters, Nukta will now become part of ARY Group’s broader international media network, leveraging the group’s scale, credibility and production capabilities to expand its audience and content offerings. Originally launched as Nukta Pakistan and Nukta Dubai, the platform includes verticals such as Nukta Business, Nukta Crime and Nukta Life. These platforms have already built strong digital audiences and are expected to expand further as part of ARY’s strategy to strengthen its digital content ecosystem across Pakistan and the wider South Asian region. Kamran Khan, founder of Nukta and a veteran journalist with over 42 years of experience across print and television, now joins ARY as Chairman of ARY News & Nukta. “This partnership creates an exciting opportunity to combine ARY’s unmatched broadcast reach with Nukta’s fast-growing digital platform. Together, we aim to build a modern media platform that delivers credible journalism, sharp analysis and compelling storytelling for audiences across Pakistan and the global South Asian community,” added Kamran Khan, Chairman of ARY News & Nukta. As part of the integration, Nukta’s flagship program On My Radar (OMR) with Kamran Khan will soon appear on ARY News, bringing the show to a significantly larger television audience. The acquisition marks another step in ARY Group’s evolution as a multi-platform media leader, combining its strong television network with an expanding digital media presence to serve audiences across Pakistan and beyond.

Kamran Khan

16,746 views • 4 months ago