Viewing profile — kd913

It means financial companies have been illogically pumping semiconductor companies the last 5 months despite the profits, royalties and supply chain being entire worse than a year …

My theory is hedgies and investment banks using semi and ai hype as a liquidity bridge to drop into SpaceX which happens next week. Arm and AMD pumped to insane levels on basically…

How often do you have to do fast transfers from computer to computer? Would argue for those purposes 40gig thunderbolt makes a lot more sense.

If this is true, I feel teh wifi alliance have a tonne to answer for the ewaste they generate. WPA3 moved from symmetric AES to ECDH which is vulnerable to Quantum. Gonna be a tonn…

Apple is about to deprecate the iphone 11/SE 2020 version. Am gonna repurpose them as webcams given the 12MP camera put in there is arguably better than the brand new ones they put…

ARM is a bloody financial hand grenade. 10% of the stock is floated. 90% of the stock is owned by Masa who used it for collateral for his 18 billion loan for Stargate. THat is agai…

The US job stats were revised down for 2025 to 181k, but somehow the Country gained 130k in January? Is anyone looking at this and the CBO figures and not just realising the govern…

That is not a correct assumption. https://ig.ft.com/ai-power/ Reports in North Virginia and Texas are stating existing data centres are being capped 30% to prevent residential brow…

Okay but even in that case the hardware suffers significant under utilisation which massively hits RoI. (I think I read they only achieve 30% utilisation in this scenario)

They worked out because there was an excess of energy and water to handle it. We will see how the maths works out given there is 19 GW shortage of power. 7 year lead time for Sieme…

Buy gold. Current US debt to gdp is 124%, 38.6 trillion. Japan too at 230-240%. Bond markets in both are looking seriously unhealthy (Japan going via a Liz Truss moment at present)…

I think ARM is the one to watch. Softbank only has a 10% float of their stock. 90% of their stock is being used as collateral against 33 banks for 18 billion stargate loan to OpenA…

A 5090 gaming card is a different beast to the 80gb ai cards. That one was 40k usd so for renting that to hit 1.50 dollar per hour is interesting.

I am still a little skeptical about utilisation rates. If demand is so extreme, wouldn't we see rental prices for H100/A100 prices go up or maintain? Wouldn't the cost for such a g…

The defacto install of github CLI on ubuntu systems appears to be snap which is owned by some random dude...

There is AMD's onload https://github.com/Xilinx-CNS/onload . It works with Solarflare, Xilinx but also generic NIC support via AF_XDP.

The cpu is what a 9950x whilst paired with one of the cheapest asus motherboards with underpowered VRMs according to games nexus, hardware unboxed. The cooler was under the rated t…

General consensus on that case seems to be they picked a budget motherboard and skimped on the cooler.

Am curious if the problem impacts m4 given it came out after this was released and disclosed. That and it moved to Arm’s 9.2 instructions.

The biggest discussion I have been on having this is the implications on Deepseek for say the RoI H100. Will a sudden spike in available GPUs and reduction in demand (from efficien…

It should be trivially easy to reproduce the results no? Just need to wait for one of the giant companies with many times the GPUs to reproduce the results. I don't expect a #180 A…

I think there can be a difference here. Was looking recently at the power requirements of an amp + subwoofer + 5 5.1 JBL surround speakers. The setup was done decade ago, and the p…

Surely this is an issue for there not being an easy mechanism for backing up? The proper solution should be secure by design and user friendly. We shouldn’t compromise the former f…

What is being asked for already exists? It is called Onload. https://github.com/Xilinx-CNS/onload

I am confused why they are around to begin with. Companies already trust Microsoft, they buy Windows, Office, Azure. Why would they bother with a 3rd party here when the low effort…