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Joined 2 years ago
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Cake day: April 13th, 2024

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  • Not just Nvidia.

    For a start of who the shovel sellers might be, you can take a look at the list in his post that Torsten Slok used to calculate his margin numbers:

    Note: Data as of 2Q 2026 and for OpenAI (1Q 2026 estimate from PitchBook) and Anthropic (2Q 2026 estimate from Financial Times). Averages are equal-weighted bucket averages of Energy & Grid (Constellation Energy, Vistra, NextEra Energy, Vertiv, Eaton, Arista Networks), Silicon & Equipment (Nvidia, AMD, Broadcom, Marvell, TSMC, SK Hynix, Samsung Electronics, Micron), Compute & Cloud (Super Micro, Dell Technologies, Foxconn, Equinix, Digital Realty, Amazon/AWS, Microsoft/Azure, Alphabet/Google Cloud, CoreWeave, Nebius) and Models & Applications (OpenAI, Anthropic). Sources: Bloomberg, PitchBook, Apollo Chief Economist

    In short according to his research the people currently making a profit or at least positive margins, are the people who build chips and memory, who build energy infrastructure, and who build servers and data canters.

    I would like to see the distinction between Servers (Super Micro, Dell Technologies, Foxconn) and Datacenters (Equinix, Digital Realty, Amazon/AWS, Microsoft/Azure, Alphabet/Google Cloud, CoreWeave, Nebius) but he seems to have put them together.

    Also I heard from our local news that ABB (which is Swiss, Edit: apparently also Swedish) is profiting too, they belong in the power category.

    And I wonder why Arista goes in the Energy category, I’d see them and Cisco, and Juniper, and Extreme, and Nokia in a separate network category.













  • Kazumara@discuss.tchncs.deto196@lemmy.blahaj.zonerule
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    7 days ago

    Hahah that’s great.

    Hm this is Sim City 2000, no? I wonder if I played this. I think it looks a little more like Roller Coaster Tycoon than the one I remember. Maybe I played Sim City 3000.

    Or I mixing everything up with Industriegigant. Help, I’m getting older.



  • The only use for machine learning I have is translation software, which was getting pretty good already before the LLM hype. Assuming I’d get that back at the pre-hype levels I’d have zero impact.

    I only use it for checking how it would propose to formulate a sentence in French, but then I write my own anyway. Since it would be weird to pretend that was my level of skill towards the customer. Or sometimes I translate back my wobbly French to see if I went really wrong or ran into some false friends (terms that sound similar among the languages but have different meaning).

    It’s like consulting the Chess Engine for the engine move to me.

    If this software too vanished, then I’d just have to use the online dictionaries even more. And be even slower, but who cares this is only once every few weeks, anyway. Most French speaking Swiss are fine with English in text form too.


  • Yeah it seems to be a feature of the text editor, it already replaced the combination of input characters with the proper singular output character when I used the preview feature.

    For context: The footer of my home instance says that it’s running Lemmy 0.19.20 at the moment, which is the latest stable version. Milan Ihl is good about keeping us up to date.