Nyoro~n on Nostr: Imagine going back to 2008 and telling people that Nvidia is going to be a $3 ...
Imagine going back to 2008 and telling people that Nvidia is going to be a $3 trillion company in 2024.
Fiat world is so far removed from reality, their numbers make no sense
Remember the movie "too big to fail' and how the word trillion was treated?
Money printer aside,
At the end of the way, Nvidia wants the world to believe the demand for AI compute is infinite, but AI compute isn't special. The business of AI compute is not far removed Bitcoin Mining if one really strips it down to first principles.
The business is to buy bulk cheap power and sell computation at a profit.
Bitcoin Miners have an advantage over AI compute for the simple reason that AI computing necessitates increasing complexity as models continue to evolve. On the board, Bitcoin Miners just have to worry about cooling ASICs and power delivery components, an AI compute module needs GPUs, memory, storage disks, networking all in one package -- these all have differing thermal requirements when at full operations. As AI computing evolves into new iterations, the yields to produce those chips don't increase, they decrease.
Bitcoin ASICs in comparison have a much simpler thermal envelope, keeping everything running in tip-top shape is straightforward. In the business of buying bulk power and selling compute, the less variables the better.
Bitcoin Miners are also generally location agnostic and can be shut off and on at will because the workload is uniform -- perfectly flexible. AI workloads in comparison are variable and unable to shut off on-demand -- less flexible.
Iono, the Nvidia stuff makes no sense to me, seeing every single Taiwan ODM at computex 100% into AI compute riding on Jensen's dick is worrisome 🥲
Published at
2024-06-06 10:04:54Event JSON
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"content": "Imagine going back to 2008 and telling people that Nvidia is going to be a $3 trillion company in 2024.\n\nFiat world is so far removed from reality, their numbers make no sense\n\nRemember the movie \"too big to fail' and how the word trillion was treated?\n https://image.nostr.build/0580baef577c0ff30d1886c4a9e774a583486e43b97e35a98db6fc7f4780fc3f.jpg\n\nMoney printer aside, \n\nAt the end of the way, Nvidia wants the world to believe the demand for AI compute is infinite, but AI compute isn't special. The business of AI compute is not far removed Bitcoin Mining if one really strips it down to first principles.\n\nThe business is to buy bulk cheap power and sell computation at a profit.\n\nBitcoin Miners have an advantage over AI compute for the simple reason that AI computing necessitates increasing complexity as models continue to evolve. On the board, Bitcoin Miners just have to worry about cooling ASICs and power delivery components, an AI compute module needs GPUs, memory, storage disks, networking all in one package -- these all have differing thermal requirements when at full operations. As AI computing evolves into new iterations, the yields to produce those chips don't increase, they decrease.\n\nBitcoin ASICs in comparison have a much simpler thermal envelope, keeping everything running in tip-top shape is straightforward. In the business of buying bulk power and selling compute, the less variables the better.\n\nBitcoin Miners are also generally location agnostic and can be shut off and on at will because the workload is uniform -- perfectly flexible. AI workloads in comparison are variable and unable to shut off on-demand -- less flexible. \n\nIono, the Nvidia stuff makes no sense to me, seeing every single Taiwan ODM at computex 100% into AI compute riding on Jensen's dick is worrisome 🥲",
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