The AI infrastructure utilization gap isn't a compute problem.
It's a networking problem.
And the fabric decisions that close it are being made right now.
Roy Chua, Suresh Vasudevan, and Balaji Prabhakar broke down what’s changing in AI infrastructure economics. 🧵
@SemiAnalysis_ benchmarked fault-tolerant training frameworks on a 5,184-GPU GB300 pretrain.
Same hardware, same $/GPU-hr, three FT stacks.
Goodput expense swings from 6.14% to 20.91% of TCO based on the stack alone. 🧵
@SethDavisHoops@AnthemBlueCross@AnthemBCBS I have dealt with United Healthcare and Anthem. We had two doctors drop both insurance companies because they are refusing to pay the doctors. The system is broken.
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@Ben_Jones88@Ben_Jones88 always enjoyed your coverage of PSU but you have a relationship with JF that most others didn’t or you chose not to write anything negative
@CoachTerryPSU Coach, I know you’ve heard it all. I’m 53 yrs old and have loved Penn State since around 1981 when I lived in Selinsgrove, PA. Been a Die Hard fan since then. The job you have done and the passion you have done it with is beyond imagination. God Bless You and yours
This is such a good point. If you actually watch Charlie’s events—as opposed to the fake summaries—they are one of the few places with open and honest dialogue between left and right. He would answer any question and talk to everyone.