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@SemiAnalysis_ @grok so is colossus 2 going to be close to 3 GW soon?

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@Midnight_Captl Eh, depends on use case. Routers to most efficient model for the need is obviously going to be the future.

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@brandonjcarl Good point, I got worked up and failed to appreciate the point. Thanks for engaging!

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@brandonjcarl In the meantime, all of their existing installed hardware is getting rebooked at much higher margins. Clearly a positive for ROIC on previously deployed capital. ROIC on future deployments might be flat/down is I assume your point?

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@SouthernValue95 @christianoboria @viggy_krishnan Do other hyper scalers usually follow Amazon s lead?

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@markflowchatter Only Goog is trying to be at the frontier among those three. Microsoft is arguing to be model agnostic. Other than investments in Anthropic/OpenAI his is this bearish for the hyper scalers.

Codex/claude still better just way more expensive than 5.2.

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@MelMattison1 You a believer in the ROI? The hyper scalers should be able to charge margins regardless of the underlying model

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@buccocapital @asglidden I’m amazed you hadn’t heard that phrase before when it comes to your home.

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@brandonjcarl Why would subscriptions go up?

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@BenBajarin @GavinSBaker Due to fine tuning opportunities at enterprise level on the open source e models? Does Microsoft’s MAI modems fit the bill too?

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@StanphylCap Localized AI is going to suck compared to frontier models setting behind API access on Bedrock, Azure. Etc. Do you seriously think Google, Amazon, Microsoft and Meta are spending a Trillion dollars on something that can be replicated on our home laptops? Lol

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@TheStalwart @iRagIrons @citrini It’s a snapshot of something that occurred in real life. Vs fake AI. If my photos were mixed in with AI generated I would tend to distrust all of them. Photos but more videos are great because they are a factual event vs my increasingly errant memory.

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@Umbisam And back below 60. :(

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@buccocapital Jensen tells a compelling positive story. (Granted he is one of the exceptions. )

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@vader7x Month of April looked brutal yet SMH did awesome. What am I missing?

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@markflowchatter I’ve seen like five of these reports on WOLF.

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@benitoz @miramurati @thinkymachines @grok What is turn-based inference link to Nvidia Dream Zero?

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@firstadopter Nintendo stock absolutely brutal. You flipped super bullish on memory but that didn’t change your view on Nintendo?

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@MissJilianne @TexasTSLA Consistent. I got that response 18 months ago!