RuhRoh retweeted
Comparing Ascend 960DT (Expected Q1), 970 & 980 to Nvidia Vera Rubin & Blackwell.
Ppl like to compare compute, but for Supernodes, HBM size, bandwidth & interconnect speed are critical in keeping compute unit from being blocked on data transfers.
That's why CXMT, optical supply chain, TGV substrate supply chain, GBF/CBF & high end PCBs matter a lot more going fwd.
Ascend team estimate 4096-card SuperNode like Atlas-960 has 2.75x MFU vs traditional 8-card servers. Bigger is better, but only if the data can move bw compute unit & storage rapidly.
CXMT is a big deal.
RuhRoh retweeted
JUST IN: *Nvidia ($NVDA) is expected to slow its aggressive AI investment strategy following Jensen Huang's resignation, putting billions in startup funding and credit guarantees at risk, The Information reports.
RuhRoh retweeted
I’m also not sure that most people with exposure to this sector have any clue the extent to which Nvidia financially backstops the entire game, and furthermore the extent to which that backstop is a function of Jensen’s personal dealmaking
RuhRoh retweeted
I had an oh shit moment for gaming when Jensen Huang made a Crysis joke and no one in the audience had any clue what he was talking about. That’s when I knew gaming at Nvidia was on thin ice and that he was the last holdout. It will definitely get worse.
RuhRoh retweeted
Housing theory of everything plays a real role tbh. The cost of housing has to come down for young people to stop being mad but it will make older people mad
Nobody likes to admit to uncertainty but I think it’s genuinely unclear why people feel the current situation is worse than the 1970s economy.
slowboring.com/p/gasoline-is…
RuhRoh retweeted
Schumer shows up to complete the squeeze in the vise grip
Total setup
Despite Jensen Huang’s resignation, Congress must demand answers from Mr. Huang and others at Nvidia about how they may have put U.S. national security at risk.
The Trump administration must also answer for what it did once it learned about Mr. Huang’s relationship with a suspected Chinese intelligence asset. Were government officials told not to investigate because of Trump’s relationship with Mr. Huang? What did Trump know when he personally invited Mr. Huang aboard Air Force One?
Americans deserve to know that those at the highest levels of power are putting America first, not their bottom line or their personal friendships.
Benjamin Nehanyahu rolled up to @morris_que14's door just to tell him he'll never have this
RuhRoh retweeted
the forcing out of Huang is an unmitigated disaster; both a massive blow to the American AI industry and a victory for the worst, most untrustworthy elements of the AI movement
RuhRoh retweeted
Reports of an unusually large amount of anti-ship cruise missile launches from Bandar Abbas, southern Iran.
Around 10 missiles of various types were reportedly launched towards the Strait of Hormuz area.
RuhRoh retweeted
I cannot stress this enough, Nvidia simply cannot replace Jensen without falling on its ass, and if Nvidia falls on its ass, the entire American economy is fucked (the stock market and tech sector are utterly over-leveraged on AI related CAPEX that almost entirely revolves around Nvidia, and there’s no wiggle-room in the Federal budget/debt to bail them out).
“Huang uses an unusual horizontal management structure with about 60 executives reporting directly to him. This gives him enormous reach and influence over every decision made within the company.
The arrangement means that in Huang’s absence, no single executive is positioned to assume his role of chief diplomat, strategist, lobbyist, investor and salesperson. Nor does Nvidia have a formal public succession plan — an idea Huang has said he does not believe in.
Colleagues say Huang is known for dropping into an email thread with relatively junior staff to ask about the minutiae of products. His influence is reflected even in the physical layout of its headquarters.”
DoJ’s attack dogs need to suck it up, and shut the fuck-up.
RuhRoh retweeted
AMD 2.0. Thanks for playing folx.
NVIDIA appoints Chief Financial Officer Colette Kress as interim CEO following Jensen Huang’s resignation.
Follow: @AFpost
RuhRoh retweeted
the fix is in
they will install their person and cease selling chips to China
which will ironically accelerate China’s indigenous tech development
& their AI/chips/LLM will be more accessible and affordable to the rest of the world
so the tech stack the world runs on will be Chinese, not American
which is the exact outcome the China hawks don’t want
Chairman @RepMoolenaar released the following statement in the wake of Jensen Huang's resignation from @NVIDIA:
RuhRoh retweeted
Yes! And the only reason he can do that is because, and I can’t stress this enough, he’s also Taiwanese.
Nvidia corporate just did this to itself at the critical juncture of the global AI race
