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Joined 2 years ago
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Cake day: October 23rd, 2024

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  • Very difficult project to track data for. Major difficulty is that capex budgets are like share buyback budgets. Implementation speed subject to change. It’s hard to measure revenue/profitability because AI credits tend to be bonus perks for enterprise customers, and in Meta’s case they use it for better brainwashing/ad revenue.

    The best way to measure Bubbliciousness is trends in spot GPU rentals. Nvidia has been selling more datacenter GPUs than datacenters completion for over 1 year. Those GPUs filter down to tier 2 providers because they cost $1.30 to $2.70 per hour to just sit in a warehouse. Anthropic’s deal to replace grok at Colossus 1 has significantly reduced tier 2 provider usage, and those spot rates have collapsed below their runcosts. https://lemmy.ca/comment/23443450









  • written from the perspective of

    China should help US reopen SoH if not force US hegemony on Iran

    China is not going to interrupt the US from sinking into its own quagmire. A rationed shipping schedule from SoH means China’s permission for everyone else to get crumbs, and China has massive other energy sources. When media/politicians pretend that China needs SoH open, they just need the US blockade to be removed.

    China failing to sink US navy or destroy Israel air bases is what keeps SoH closed. GCC still projecting that US alliance helps instead of harms their security and not pivoting to their customer(s) needs is what keeps SoH closed. Strategic patience by China is the SoH problem instead of accelerating US collapse/defeat/loss of colonies.

    Very easy actions China could do is provide Iran with reparations while getting US tariff relief to allow US-Iran peace without direct US concessions. Opening SoH or buying uranium are all simple financial transactions. Iranian patience is also why SoH stays closed. GCC desalination hits would lead to quick regime/attitude change.



  • It’s a major political issue. While “everything Israel ever wants should be US priority” has solid US consensus, “Skynet for US oligarchist privatized profits to ensure compliance with Zionist supremacism, and not just subjugation of Americans through oligarchist driven unemployment but subjugation to supporting skynet” or China wins is about even with political establishment support for Israel supremacy.

    Government operations buying AI services is integral to “need to beat China”, and “evil operations”, and circular financing back to politicians meant to maximize this, is by design.