@aleabitoreddit https://t.co/ID0yfU2nAw - this article from MSFT spesifically goes over the use of MicroLED usage in datacenters and expects commercialization in late 2027.
@Bare_Birk 3. This is the reason software companies dont disclose per-costumer pricing. I however want to again say that i like both companies. I just view NBIS strategy as a winner short term. I think the market is more than big enough for both players. Would love to hear your opinions!
@Bare_Birk 2. NBIS not disclosing their GPUs and MW included in deal isnt something i view as untrustworthy. I think it might be strategic. For example if MSFT got 300MW at x$/MW, and META got y$/MW, they hand detailed benchmark for costumers to renegotiate.
@therealjcwilson@brookeab Take norway for example. The us just imposed a 15% tariff on us, trump says that we have a 30% overall tariff on the US. That is not true, we have 100% tariffs on meat and diary products to protect our farmers, but we have 0% tariffs on electronics and cars… so how is this fair?
@ivanlapanje No one would have said anything if De Ligt didnt shoot after the whistle had gone. The ref obviously shouldnt have blown there though, but the players also didnt play the whistle, they played past, you cant judge what happens after the whistle is blown, because it means nothing.