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