@aleabitoreddit $BTDR because it recently made a deal for $4.7 billion with end customer Anthropic. Currenty has 1.52 GW contracted in USA, one site especialy for AI/HPC in Clarington, OH is 570 MW and it sits on 2.6 billion market cap.
@aleabitoreddit They should make movie about you and you deserve to become more famous than him,because you actually help people make money! Which actor you like to play you in the movie?
Bubble Boi reveals the Kimi breakthrough that made him sell his entire portfolio overnight
"Kimi is using a technique called linear attention that cuts down memory growth entirely to a fixed size, and they didn't just get okay results, they got world-class results. This same technique was used by the Qwen models but nobody thought it would scale. It's looking more and more likely that it scales pretty well, and if that's the case the memory per user is always fixed."
"So if every frontier model goes to this, the demand for DRAM drops significantly. They already bought the memory, they just serve more and more users. It's like you had a car and someone found a way to make it 10 times faster, you're not going to buy a new car."
"But you also have to readjust the assumption that hyperscalers are going to crazily spend for the next two years. What's to say there's not another innovation that shrinks this more and now you go from serving a thousand users to a hundred thousand users on one server rack? How do you justify spending 500k on a new rack at that point?"
@TrustlessState This is scam artist and belong to jail next to Andrew Left for scamming people and taking advantage of them by using them as exit liquidity and taking the opposite trade. STOP giving him airtime!