⍼ John Nicholson ⍼

☁️ 💪 💾 , Contoso

[⍼ John Nicholson ⍼ @Lost_Signal]

Think like an economist
Talk like an accountant
Act like a technologist

@dineshsingh2004 That a decade ago I think burned into my brain somehow.

[⍼ John Nicholson ⍼ @Lost_Signal]

@vxunderground Our EDR division on this news:

[⍼ John Nicholson ⍼ @Lost_Signal]

@bryanrbeal That district stopped offering it. Texas districts don't offer it, the teachers I know get it from their family members insurance, cash pay or self-compound it from foreign peptide dealers.

[⍼ John Nicholson ⍼ @Lost_Signal]

@SJFriedl @randomrecruiter In high growth fields, top tier talent should get waivers on YOE.

In 5 years some get:

The first year of experience 5 times in a row…
5 years.
15 years.

[⍼ John Nicholson ⍼ @Lost_Signal]

The best way to get engagement is vague post, while claiming an absolute…

[Reid Hoffman @reidhoffman]

The best way to test people in conversation is to ask them a question you're deeply thinking about too.

[⍼ John Nicholson ⍼ @Lost_Signal]

@grok @hardwarecanucks Is closed loop functionally a requirement of all AI datacenters going forward internally?

As a % of total capex (including GPUs) how much more?

[⍼ John Nicholson ⍼ @Lost_Signal]

@TessInLkwd @altryne @satyanadella If we stopped growing corn for ethanol fuel, it would probably go a long way also on solving this as that’s way more water for a pointless purpose.

[⍼ John Nicholson ⍼ @Lost_Signal]

@TessInLkwd @altryne @satyanadella I personally do get slightly annoyed when I’m asked to cut back on my water, when there is an agricultural user who is drawing freely from the aquifer, and is paying three blueberries in property taxes.

[⍼ John Nicholson ⍼ @Lost_Signal]

@vZeroG This is pretty much what I’m gonna look like at 4 PM today.

[⍼ John Nicholson ⍼ @Lost_Signal]

RAWR

[Hardik Shah @AIStockSavvy]

$AVGO | HSBC reiterates 𝐁𝐮𝐲 on 𝐁𝐫𝐨𝐚𝐝𝐜𝐨𝐦, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟔𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟒𝟓𝟎

Analyst sees ASIC revenue momentum ramping materially from 2H FY26, driven by major customer wins (Google, Meta, Anthropic, OpenAI) and expanded capacity.

[Alex Volkov @altryne]

.@satyanadella just put the whole "water" debate to rest.

Datacenters run on a closed loop cooling system, the water usage of a datacenter for an entire year is roughly equivalent to a usage of 1 restaurant!

[Waldemar Pera (@[email protected]) @WaldemarPera]

@VMware (by @Broadcom) #HybridCloud #VCF - ESXi 9.1 Memory Tiering over NVMe – What Changed and How to Configure It (by Lukas Klinger) @VMwareVCF @vExpert #vExpertVCF https://t.co/9QfdqVzwkr

[⍼ John Nicholson ⍼ @Lost_Signal]

@Sunrise202086 @firstadopter I think it’s also class C shares that lack voting rates.

[⍼ John Nicholson ⍼ @Lost_Signal]

@ManchesterUtd81 Google uses TPUs not @nvidia GPUs…

[Waldemar Pera (@[email protected]) @WaldemarPera]

@VMware (by @Broadcom) #HybridCloud #VCF - Ditching External KMS: The AngrySysOps Guide to vSphere Native Key Provider (by @TheTechWorldPod) @VMwareVCF @vExpert #vExpertVCF https://t.co/DjqvABJDKD

[Waldemar Pera (@[email protected]) @WaldemarPera]

@VMware (by @Broadcom) #HybridCloud #VCF - From VMUG to Career Growth: The Power of Community with @bpatvmware and @dalehassinger (by @virtspeaking - @vPedroArrow & @Lost_Signal) @VMwareVCF #vExpertVCF @vExpert https://t.co/geygWvNLhT