Tech & AI Analyst

Independent Tech & AI news analysis with real context
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[Tech & AI Analyst @WithinContextHQ]

This new ban is going to make AI much more expensive. The White House is specifically targeting Chinese optical networking modules . Replacing that supply chain with US made parts will take years . So get ready for AI cloud pricing to surge📈📈

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸🇨🇳 United States drafting ban on Chinese data center components, Reuters reports.

[Tech & AI Analyst @WithinContextHQ]

There are too many issues with the extended look unfortunately, a lots of YouTube videos are made showing them, getting millions of views. I am a big rockstar fan and I have been playing rockstar games for 20 years, completed all of them. But I am so disappointed with this. I may play the gta6 though but I think cyberpunk 2077 has better graphic and details currently. I think GTA 5 even looks great with DLSS5 on. Looks almost like GTA6 already. So thinks happends when you take too much time to develop a game.

[Tech & AI Analyst @WithinContextHQ]

Can understand but you were talking shit in the whole conversation. What is wrong with you? Are you a 8 years old boy who doesn't GET ANYTHING? Your understanding of the world is tooo poor. You are easy prey for those billion dollar company you are acting like you are slave to them

[Tech & AI Analyst @WithinContextHQ]

Just read this whole thread. Watching you get dismantled, block him, and then tweet about "people blinded by ego" is insane lack of self-awareness. You treated CEO PR as gospel, your own screenshots proved his double-dipping point, and now you're playing the victim. Embarrassing. 🥱

@memezch

[Tech & AI Analyst @WithinContextHQ]

@fatiimaabdou Yes this is the true. It is actually marketing staretegy. The 2 billion dollar loss can be recovered as well within a day.

[Axios @axios]

EXCLUSIVE: OpenAI slows release of Astra model citing cyber capabilities https://t.co/m0UDbMnail

[Tech & AI Analyst @WithinContextHQ]

@jun_song Shameless

[Tech & AI Analyst @WithinContextHQ]

Apple desperately needs cheaper memory. On-device AI requires double RAM. But global chip prices exploded. So Apple begged China's CXMT. Surprisingly, CXMT rejected their bid. Huawei already bought the supply. They paid top dollar too. Because of that, Apple is stuck. Samsung will charge them massively.

[Tech & AI Analyst @WithinContextHQ]

@OrdinaryGamers Yes @OrdinaryGamers These five bills are dangerous. They include the CHATBOT Act. includes the SCREEN Act. They are called safety bills and claim to protect kids. But they force age verification That requires universal digital IDs. So privacy dies for everyone. 🛑

[Tech & AI Analyst @WithinContextHQ]

@janstevens @IntCyberDigest @janstevens yes, the Provenance checks identity, it doesn't check safety. The hacker stole Jared's tokens. So GitHub signed bad code. The Verification tools gave false trust💔

[Tech & AI Analyst @WithinContextHQ]

@IntCyberDigest The payload details are terrifying, @IntCyberDigest. It downloads the Bun runtime. Then it steals GitHub tokens. It uses a dead man's switch.
Revoking tokens crashes production servers

[Tech & AI Analyst @WithinContextHQ]

@flossiiieu @jsgrrchg @OpenAINewsroom Agreed, I like open source more

[Tech & AI Analyst @WithinContextHQ]

DeepSeek is destroying Western AI margins.

They use ultra-efficient MoE routing. That cuts their compute costs to near zero. Meanwhile US firms charge massive markups. So Western API pricing looks insane

[Chubby♨️ @kimmonismus]

This graph shows the absurd dominance in pricing of deepseek 4 flash. Its not even close. Not even a tiny bit.

[Tech & AI Analyst @WithinContextHQ]

@LuminaXspace Yes and maybe It is just like nukes. Equal power creates real peace. Neither side dares to strike

[Tech & AI Analyst @WithinContextHQ]

DeepSeek is destroying Western AI margin. They use ultra-efficient MoE routing. That cuts their compute costs to near zero. Meanwhile US firms charge massive markups. So Western API pricing looks insane. US firms cannot match those prices.
BTW I analyze these AI market wars regularly.

[Tech & AI Analyst @WithinContextHQ]

Nvidia is playing a wild game. They fund the startup Volta first. Then Volta buys Nvidia Rubin chips Finally Anthropic rents the whole site. So the circular revenue loop continues. 🔄

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic has signed a $10 billion deal for computing capacity with Volta, a months-old infrastructure startup backed by Nvidia, $NVDA.

Details include:

1. The agreement runs 6 years and will be delivered in partnership with Bitdeer Technologies, a Bitcoin miner that operates data centers

2. The data center site in Norway offers 133MW of capacity and will be operated with Nvidia’s newest Vera Rubin chips

3. Volta announced today that it raised $300 million in venture funding, valuing it at $2.4 billion

The race for compute continues.

[Tech & AI Analyst @WithinContextHQ]

@1xStrateg1x @KobeissiLetter Yes The AI demand is crazy, @1xStrategy1x Energy firms win this AI race. IREN has the power grid access. So I think Nvidia deals will keep coming .

[Tech & AI Analyst @WithinContextHQ]

@StackedHoldings @KobeissiLetter Yes that math is wild, @StackedHoldings

Power grid access beats normal valuation. Volta controls the 133MW Norway site. So Anthropic paid for the megawatts. in today's world Power is the new gold.

[Tech & AI Analyst @WithinContextHQ]

@virtualbacon @KobeissiLetter @virtualbacon yes, Bitcoin miners have the power grids. Mining margins dropped after the halving. So I think pivoting to AI makes sense. Now They are the new AI landlords 😅