i am proud to be a slop bowl enthusiast

“mom how did we get so rich?” “hopper, dad went full ape into h100 compute prices because he saw that nvidia gpus remained useful for inference workloads after the traditional 3-year tenant contracts” or something like that Ornn

crazy expect a lot more of similar new entrants like this in the future it’s exciting to see so many market participants compete for market share in datacenter chips. i wonder how NCPs will be affected if these chips can perform / scale better

can someone please let me know if this is worth it

🚨 BREAKING: AWS and Azure are both down right now 52% of the internet depends on these two companies Both just failed simultaneously 😭

I feel like i’ve seen more mark baum on X this week than I saw him appear in the movies either my feed is omega pessimistic about AI or elon’s algo just loves the big short

Times Square who? thanks for everyone who has supported Ornn so far we can't wait to show you what's next for compute markets 🚀🚀

*GOOGLE PARENT ALPHABET STARTS EIGHT-PART US DOLLAR BOND SALE First META, now another massive bond offering this time from GOOGL to fund data centers

amazing event today Founders Forum Group Brent Hoberman thank you Adam Valkin John Werner 🙏

Maybe I'm going against the grain, but having U.S. gov't support of OpenAI's efforts has material benefits for national security and our position in the AI race. There is of course an argument that if OAI fails, someone else will take their place >> however, not one other

Sam Altman says OpenAI is severely short compute. Tune out the noise. We are going higher.

Ok so I’m seeing a lot of $IREN bulls thinking they have ‘figured it out’ and are now coming at $NBIS just because Dan Roberts said that the large players in the industry want access to GPUs and not software. First off, we already knew that Hyperscalers are only interested in

Here's who's financing the data center boom MS estimates private credit could supply over half the $1.5 trillion needed

I just don’t see a world where corporate budgets for AI will be smaller in 2026 than they were in 2025. I think they will be much bigger

Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful

after the $CRWV call, people realize that the main knob being turned by all the horizontal chip providers (strict subset of neoclouds) is the reported useful life of the GPU it affects gross margin, taxable expense and the bottom line significantly no one knows, so estimates

Happy Veterans Day to all of those who have served! We are proud to build this business in America 🇺🇸. Special thanks to Andy K 's dad LCDR Kessler, pictured below.

.internbrah this is your time

trump and renewables mix like water and… well… oil