D.Y.N.

|| INTJ || Investor || Tech-Enthusiast || SysAdmin || Runner || Solo Traveler ||

[D.Y.N. @DavidYordan777]

God is always look up to you.

That's why, he can use somebody else to look after you.

God is good all the time.

[Wall St Engine @wallstengine]

$SPCX SEEKS $40B TO FUND MASSIVE $NVDA CHIP PURCHASE: FT

SpaceX is looking to raise about $40B in financing led by Apollo to fund purchases of Nvidia chips.

The plan includes roughly $10B in bank loans and $30B in investment-grade debt, with the transaction expected to close in 2027.

Elon Musk said in August that SpaceX had “decided to build exclusively on Nvidia,” specifically pointing to its Vera Rubin architecture, as the company ramps spending on AI and data-center infrastructure.

[D.Y.N. @DavidYordan777]

@pequityresearch Groq LPU fall into which category ? rubin CPX ?

[Ivan Burazin @ivanburazin]

Well, this is fast.

We tested @nvidia's new Vera CPU head-to-head against our most sought-after CPUs.

8x faster to spin up 1,000 @daytonaio sandboxes. 2,000 done in 27.4s, before Zen 5 finished 1,000.

Like a Rimac Nevera hitting 200 km/h before a Porsche 911 clears 100.

Full results soon 👀

[456X @OptionKing666]

AMD ($AMD) MI455X Helios AI data center racks cost $7.33mn each, closely matching NVIDIA's $7.52mn Vera Rubin NVL72 rack capex, according to Bernstein estimates. While AMD carries lower GPU compute content at $2.52mn per rack versus $3.96mn for Rubin due to thinner GPU gross margins, its networking bill reaches $1.47mn compared to $1.17mn for NVIDIA. Higher networking expenses stem from AMD equipping up to three NICs per GPU, driving scale-out network spending to $806k per rack. AMD also integrates $952k of HBM across 31.1TB per rack with zero markup. However, total memory and storage content of $2.7mn per rack relies on aggressive max-spec configurations that would fall to $2.4mn if direct-attached NAND matches NVIDIA's 8TB per GPU. #AIChips #AMD Report date: 2026-10-05 · Bernstein

[Vikram Sekar ✈️ Bay Area @vikramskr]

BoA never bought into this despec rumor.

[Mom @mom_agency_]

This is why GPUs cost $6,000

[D.Y.N. @DavidYordan777]

@firstadopter He's the most consistent person i know

[Aleph Alpha @Aleph__Alpha]

Small bird, fast wings, Kolibri is here.

78B parameters. 3.46B active. Up to 1M tokens of context. Built in Europe.

Now the weights are yours. Run it on your own hardware, under Apache 2.0.

[Big Brain Business @BigBrainBizness]

Nvidia co-founder and CEO Jensen Huang was asked whether Nvidia's dominance came from luck or vision.

His answer is more honest than most founders would dare give:

"That was luck, founded by vision."

[Beth Kindig @Beth_Kindig]

UBS raised its GPU production forecast for Nvidia $NVDA by 600K for 2027, from 8.2 million to 8.8 million, driven by an increase in Rubin volume.

$AVGO $AMD

[TheStreet @TheStreet]

Nvidia is set to challenge Anthropic and OpenAI with a new product

Read more: https://t.co/mGIUxqVitJ

[Jukan ✈️OCP 2026 @jukan05]

I keep hearing that OAI's first generation chip, Jalapeño, is having yield issues....
+There are also rumors that they're pulling in the second generation because of it.

[D.Y.N. @DavidYordan777]

@harry03994688 This is unexpected benchmark result for vera CPU
https://t.co/fROxTr9nye

[ClickHouse @ClickHouseDB]

Well, this is fast.

We’ve been partnering closely with @NVIDIA to test its new Vera CPU, so naturally we ran ClickBench on it.

Fastest machine we’ve measured so far. Fastest ClickHouse result we’ve measured, too. 👀

Stay tuned for the results!

[D.Y.N. @DavidYordan777]

The use of AI right now is not on the household sector, the use of AI right now is on the corporate and business sector. It is wrong to use household as the target market of AI right now.

[a16z @a16z]

98% of US households aren't paying for AI yet

More charts in State of Markets II: https://t.co/MTaxKUxa2w

[P Equity Research 📰 @pequityresearch]

Micron is far ahead of competitors in the LTA race with 26 SCAs signed to date, with 2 extending visibility into 2031.

Impressive...🤯

$MU $DRAM $EWY

[Jessie Dong @jessiedong_]

neoclouds are going to be forced to choose to stay loyal to nvidia, or start buying other chips.

most neoclouds pick nvidia. it's easier to manage one type of chip and I think being a loyal nvidia customer helps you get supply. nvidia decides who gets its newest chips first, and it's even invested in some neoclouds (like coreweave)

I think with a compute shortage, it's harder to stay only with nvidia when the biggest buyers (hyperscalers, frontier labs, the biggest neoclouds) get nvidia's newest chips first. other neoclouds are going to get pushed out or they're going to be forced to buy other chips.

most neoclouds are homogeneous (nvidia only): @CoreWeave, @LambdaAPI, @nebiusai

but when you have the scale and resources that hyperscalers do, you choose to be heterogeneous. it's actually a lot of work if you add different chips. beyond how each has different software, there's getting specialized engineers for both the chips and running the data centers.
- they depend less on nvidia. and their own chips can lock customers in, since tpus mostly only run on google and trainium only runs on amazon
- @awscloud: nvidia and trainium
- @Google cloud: nvidia and tpus
- @Microsoft, @Oracle: nvidia and amd

some neoclouds are already starting to mix. @CrusoeAI is adding amd, and amd is probably easier to get right now than nvidia!

and @fluidstack is now running google's tpus alongside nvidia

[D.Y.N. @DavidYordan777]

@Snojj25 @jessiedong_ Spot on💯

[P Equity Research 📰 @pequityresearch]

I suggest everyone interested in Nvidia to read these slides posted on their site...it is interesting

Link in replies 👇

[D.Y.N. @DavidYordan777]

@JKeynesAlpha The board selling all their share still isnt a good omen 🫣

[D.Y.N. @DavidYordan777]

@josenajarro Take from another perspective, if you do this with TPU, is there are investor willing to buy the assets then lease them ? Does this can only be happen for Nvidia GPU? Then investor trust nvidia GPU so much to really invest in it