Venkat R

builder

[michel amar @michelamar3]

We’ve got NVIDIA B300s running 🚀
Blackwell, live at our tier 3 Columbiana facility. The frontier, online. $DGXX around the clock!

[Jagan @Jagtheaiguy]

https://t.co/lJ3kB5Jrn3

[Venkat R @topideafactory]

@rk8215 John, I think there’s been some misunderstanding about what USDC is. USDC focuses on modular data center POD manufacturing designed for GPU workloads, while DGXX operates and runs GPU workloads at scale. USDC generates revenue through modular infrastructure deployment like DGXX

[Venkat R @topideafactory]

@dee_bosa I work in this industry, and that’s not really how it works. Could you clarify what you meant? Yesterday chips which one and ClickBait. The B200 is the stable version, while the B300 has just started production. Do you know what the burn-in and failure rate is for a new chip?

[Venkat R @topideafactory]

@Bigkev451 None of the NVIDIA GPUs are currently available, and NVIDIA InfiniBand switches have extended lead times. NVIDIA’s core moat is CUDA, which remains a phenomenal platform for optimizing AI training workloads.

[Venkat R @topideafactory]

@Bigkev451 RXT used to be one of the largest on-premise deployment providers. They missed several key cloud opportunities early on, deprioritized cloud investments, and are now trying to pivot aggressively. As a result, they’ve shifted toward a consulting-led model to stay relevant

[Venkat R @topideafactory]

@Bigkev451 RXT is professional cloud consulting business and on prime infra deployment

[Venkat R @topideafactory]

@Bigkev451 It’s not the Mag 7 it’s CSP customers facing margin pressure. Mag 7 will be fine. Software product companies see tighter margins. Market rotating to safety, still riding capex spend

[Venkat R @topideafactory]

@Bigkev451 Software businesses are starting to question whether SaaS margins are sustainable at all. If margins keep compressing, who actually ends up consuming all these GPUs? Two possibilities: companies double down and accelerate AI spend, or margins stay under pressure

[Venkat R @topideafactory]

@Bigkev451 We use a significant amount of heavy industrial manufacturing equipment, including generators, power cables, transformers, bus bars, natural gas systems, and steel for large-scale construction

[Venkat R @topideafactory]

@astocks92 Net down $8

[Venkat R @topideafactory]

@astocks92 Alab up 5%

[Venkat R @topideafactory]

@astocks92 LABX is ALAB 2x

[Venkat R @topideafactory]

With rippling friends while watching the game—great ambiance, great vibes. Really good to catch up with industry friends again.

[Venkat R @topideafactory]

@Thewiseone888 Nvdia lead time 18 months .. we are begging for GPUs ..

[Venkat R @topideafactory]

@Bigkev451 I got one NKE shoe from cost, 125$

[Venkat R @topideafactory]

@SawyerMerritt https://t.co/lJAEx4a60f

[Venkat R @topideafactory]

@Bigkev451 San Ramon keeps getting hit with small earthquakes lately. It’s been happening for months now, and people are definitely on edge. I felt a bit of it too even from 20 miles out.

[Venkat R @topideafactory]

@Bigkev451 India already has UPI a massive, government-owned payments platform. It processes more transactions than Visa by volume, making it one of the largest payment systems in the world.