Bazacle

[Bazacle @BazacleResearch]

https://t.co/x5MKGZ1Gp5

[Bazacle @BazacleResearch]

@bubbleboi Grid power or total power? Off-grid solutions have been keeping up so far, but I wouldn’t surprise me if that can’t keep at some point

[Bazacle @BazacleResearch]

I was more right than I expected

[Daniel Romero @HyperTechInvest]

$INTC Is Getting Back Into Memory

The company is developing HBM alternatives: ZAM and XBM

Intel is studying next-generation memory architectures such as Z-Angle Memory (ZAM) and Cross-Batch Memory (XBM)

ZAM changes how the memory stack is built. It uses thinner memory layers and denser vertical connections, which allow for more memory capacity, higher bandwidth, and lower power consumption in the same area

XBM changes how the memory connects to the GPU. Instead of HBM’s extremely wide interface and expensive interposer, it uses high-speed serial links such as UCIe

[Daniel Romero @HyperTechInvest]

$INTC Is Getting Back Into Memory

The company is developing HBM alternatives: ZAM and XBM

Intel is studying next-generation memory architectures such as Z-Angle Memory (ZAM) and Cross-Batch Memory (XBM)

ZAM changes how the memory stack is built. It uses thinner memory layers and denser vertical connections, which allow for more memory capacity, higher bandwidth, and lower power consumption in the same area

XBM changes how the memory connects to the GPU. Instead of HBM’s extremely wide interface and expensive interposer, it uses high-speed serial links such as UCIe

[Bazacle @BazacleResearch]

@MarceloLima @rubicon59 Not a commodity

[Bazacle @BazacleResearch]

At around 30:45

“I used to not invest in memory because it’s kind of a commodity business. But now it’s different.”

https://t.co/pqKSTiyUOJ

[Bazacle @BazacleResearch]

For the record, $NVDA is the only real private equity firm left in the world. Everyone else is just larping

[Bazacle @BazacleResearch]

I’m a finance guy, but every day I’m more and more astounded by both the utter idiocy and absolute evil displayed by individuals who work in private equity.

[Bazacle @BazacleResearch]

@HiCagr I mean… seems perfectly fine. The endurance issues seems to be mitigated from the read-heavy work load, and I don’t think anyone truly expected these to last last that long considering this is the first generation of HBF

[Bazacle @BazacleResearch]

@orrdavid Compute doesn’t scale linearly to the intelligence of a given model.

[Bazacle @BazacleResearch]

@AdityaInvests90 They don’t make semis or ai products

[Bazacle @BazacleResearch]

@orrdavid Also you don’t care about tokens themselves, but rather what they enable you to do. Anthropic/OAI/SpaceX are as much token users as they are token generators. Pricing going down helps them too

[Bazacle @BazacleResearch]

@orrdavid Here’s the counter point: you don’t care if token pricing goes down 50% if token demand goes 300%

[Bazacle @BazacleResearch]

Economy Vibe Check: I’ve been semi-voluntarily unemployed for 2 years, but my net work has at least doubled

[Bazacle @BazacleResearch]

At a first glance, it seems like the US lost the Iran war and is now paying war reparations. Unless there are explicit details the show the funds being a de facto investment, this is an actual capitulation

[Bazacle @BazacleResearch]

Spacex acquiring cursor

[Bazacle @BazacleResearch]

@Kacper_PK_CH This had nothing to do with the spinoff lol. If they knew AI demand was coming for NAND just a few years down the line, the spinoff would have never happened

[Bazacle @BazacleResearch]

@PtrPomorski @ns123abc Mansa musa is greatly exaggerated and there is hardly any primary source documentation on his existence. There’s more documentation on Atlantis. You’ve been propagandized

[Bazacle @BazacleResearch]

If it ever appears that Brent is bipolar and constantly contradicting himself. It’s because it’s intentional. It’s psychopathic behavior meant to engage people in bad faith. DO NOT ENGAGE with ppl like this they provide negative value

[Bazacle @BazacleResearch]

Pretty sure SantiagoAUfund deleted all his recent critical posts on SPCX

[Bazacle @BazacleResearch]

@maneco1964 lol you look old, but I don’t think your THAT OLD