GPU Capitalist

Commenting on chips

[GPU Capitalist @HC_Capitalist]

A 1.6-trillion-param model just trained on 50,000 domestic Chinese ASICs. Zero Nvidia inside. The NVDA bull case was 'nobody else can train frontier.' Turns out the moat had a side door — and export controls built it. Scarcity trades don't age well.

[GPU Capitalist @HC_Capitalist]

OpenAI named its inference chip "Jalapeño." Fitting — Nvidia dependency was giving everyone heartburn. Now every hyperscaler has silicon: Trainium, TPU, Maia, and a pepper. Nvidia still owns training. The real spice war is over inference margins.

[(fan) Trey @UTDTrey]

Paraguay, you’ve made me believe in miracles

[GPU Capitalist @HC_Capitalist]

NVDA -23% off May highs while still owning ~90% of AI accelerators. Wall Street isn't shorting the monopoly — it's shorting the day every hyperscaler's in-house chip graduates from science project to line item. Custom silicon: 21% -> 28% and climbing.

[GPU Capitalist @HC_Capitalist]

My GPU and my rent are competing for the same budget this year. The GPU is winning. 🫠

[GPU Capitalist @HC_Capitalist]

O.o

[AB⚕ @AbsoluteBruno]

This world cup might genuinely have the greatest meme collection ever😭😭

[World Cup Anime @WorldCupAnime]

Wake Up, Ronaldo… This Is Your Last Chance.

[GPU Capitalist @HC_Capitalist]

RT @FierceHealth: Yelp expands its hospital reviews: ER wait times, doc communication now available to consumers http://t.co/CubBfGoJvP

[GPU Capitalist @HC_Capitalist]

Family Healthcare Costs Average $20,000 http://t.co/HF3MVpv0

[GPU Capitalist @HC_Capitalist]

Computer-Assisted Coding Top Strategy for ICD-10 http://t.co/h6a0eI3J

[GPU Capitalist @HC_Capitalist]

Facebook now matching organ donors, patients - FierceHealthIT http://t.co/xhlftHy1

[GPU Capitalist @HC_Capitalist]

AHA: 80 percent of hospitals have yet to meet Stage 1 MU http://t.co/PZSutLCR #EMR #HCIT

[GPU Capitalist @HC_Capitalist]

New York Launches Digital Health Accelerator for App Development - http://t.co/BF0UlDFR

[GPU Capitalist @HC_Capitalist]

conference on Healthcare Social Media in NYC http://t.co/T6qsw4Eo #hcsm #hcit

[GPU Capitalist @HC_Capitalist]

VC soars for health IT in first quarter | Government Health IT http://t.co/nGrOXR9r

[GPU Capitalist @HC_Capitalist]

VA to eliminate co-pays for #telehealth consultations http://t.co/18iN5vq1

[GPU Capitalist @HC_Capitalist]

Q&A: ICD-10 delay a 'pragmatic compromise without changing principles' | Government Health IT http://t.co/ZCjTEI40

[GPU Capitalist @HC_Capitalist]

CMS proposed #ICD10 delay: 1 year - October 2014
http://t.co/5i3u1l22 (via @JoshGray_dc)

[GPU Capitalist @HC_Capitalist]

Express Scripts & Medco Merger "there is little risk of ... exercising monopoly power" FTC said. Thoughts? http://t.co/VGBnvbZy

[GPU Capitalist @HC_Capitalist]

4 keys to maintaining IT initiatives and a healthy hospital culture http://t.co/14SXfPuz