Hoboken Squat Cobbler

#49ers, Father of one, obsessed with 9ers football. #FTTB

[Hoboken Squat Cobbler @canyoudugit8]

@barstoolsports Hyperscalers are converting mining operations to AI datacenters.

They are selling bitcoin to buy AI racks.

The lower bitcoin goes, the more miners say “fuck this”

[Hoboken Squat Cobbler @canyoudugit8]

@saylordocs That looks like the “hacked by AI” situation.

I would short it to zero.

[Hoboken Squat Cobbler @canyoudugit8]

@NVIDIAAIInfra Do you think anyone who actually makes purchasing decisions on CPUs was convinced by the benchmarking against last generation competitors?

🤡🤡🤡🤡

[Hoboken Squat Cobbler @canyoudugit8]

@DeFiTracer Anthropic identified security issues that have been present for 20 years but were unnoticed by humans.

Anthropic found security vulnerabilities in binary.

Who the fuck is going to go through binary?

It has already passed human level intelligence by wide margins

[Hoboken Squat Cobbler @canyoudugit8]

@MajorOcelot45 @HolySmokas A lot of info is going to be dropped at AMD’s Advancing AI event in July.

The first benchmarks might drop too.

[Hoboken Squat Cobbler @canyoudugit8]

@yunqstpatrik @StockSavvyShay You mean like when Blackwell had to go back to the masks?

I can’t wait until Rubin starts frying out.

[Hoboken Squat Cobbler @canyoudugit8]

@rektfencer Software development is dead as a profession.

And you fucks think there is no use case.

[Hoboken Squat Cobbler @canyoudugit8]

@stroll_taker @edzitron

[Hoboken Squat Cobbler @canyoudugit8]

@MajorOcelot45 @HolySmokas I think the market could do irrational things when the reality sets in fully.

I don’t think the real world implications will be that drastic, but the shock waves that will happen from a market standpoint will be major.

[Hoboken Squat Cobbler @canyoudugit8]

@MajorOcelot45 @HolySmokas It is also likely that inference will be streaming on mi455X by participating the gpu between prefill and decode.

There will be no cycling for the gpu between prefill and decode.

[Hoboken Squat Cobbler @canyoudugit8]

@MajorOcelot45 @HolySmokas XCD is the compute die on top of the AID that houses the L3 cache.

The L3 cache is the secret weapon that will make MI455X fly.

L3 will vastly increase effective memory bandwidth and allow for insane speculative decoding performance boosts.

[Hoboken Squat Cobbler @canyoudugit8]

@MajorOcelot45 @HolySmokas The racks are in customer hands and we are hearing rumors about

Anthropic, xAI, Microsoft, etc

Also Open AI and Meta are buying above expectations based on comments made to BofA

[Hoboken Squat Cobbler @canyoudugit8]

@MajorOcelot45 @HolySmokas Rubin is (2) reticle limited 3nm dies.

Mi455x is (2) reticle limited 3nm dies topped by (8) 2nm XCDs.

Rubin is going to get destroyed.

[Hoboken Squat Cobbler @canyoudugit8]

@MajorOcelot45 @HolySmokas I don’t have a Helios rack in the living room to run benchmarks on, it is going to be subject to third party verification.

[Hoboken Squat Cobbler @canyoudugit8]

@MajorOcelot45 @HolySmokas What more do people need to know.

When Helios is benchmarked, the AI world is going to get flipped on its head.

[Hoboken Squat Cobbler @canyoudugit8]

@Codie_Sanchez How $AMD. investors sleep during the AI revolution.

[Hoboken Squat Cobbler @canyoudugit8]

@drayinvests If they don’t want to be disrespected, they should upgrade their roadmap

[Hoboken Squat Cobbler @canyoudugit8]

@MarcosMillaYT $NVDA doesn’t have the performance advantage anymore.

What do you think the 2nd best AI rack designer is worth?

More than the #1?

$AMD