HN user
Never heard electrical uplink before but to those wondering Italy, India, and Japan all have requirements around 3kw. I was slightly surprised by this, but in the end if your running this in a tiny space with that low of power your already probably not buying used H100s.
People are getting pissed and takes years of people not caring to create a regulatory moat like that. The current admin is not a moat maker. You can pay to play then your dropped 20 minutes later.
The instant I realize it's an LLM generated piece. I'm out. Thanks for adding all the animations to make it abundantly obvious.
A few hundred billion to pretend you have AGI. I'm going with fraud personally but at the end of the day the current admin is incentivized to do nothing.
I'm so glad OpenAI doens't have some multi-hundred billion dollar financial incentive to drum up how they have AGI.
My comment from 15 hours ago. "There being squeezed by their own stock pumping and SpaceX pretending to be an AI company is driving down the exit strategy. I’m guessing one starts going full Theranos and begins claiming full AGI or gets the US government to government cheese then hard. It’s going to be a few crazy months."
I guess AGI it is huh. It is a little to obvious at this point.
This sounds an awful lot like pretending you have AGI so you can drum up your stock price. When you have a couple hundred billion dollars on the line I have zero faith in the messenger.
You sound like someone who believes online betting markets aren’t gambling because the company says so. Cryptocurrency is commonly used for personal transactions.
You might not ever admit your argument is dumb but tomatoes are fruit is stupid.
You make money on the sensor, not the photo. The sensor is basically a commodity at this point. Expecting a chemical company to become a software company aka Apple in the US investing environment is pretty funny to me.
The CEO would likely have been shot or arrested.
This argument starts falling flat when AI companies literally stole from every business and country on Earth. China’s government can f right off, but so can this failed argument.
It’s even worse. There operating costs are rising because of their own demand claims while those same rock bottom api prices are locked in.
There being squeezed by their own stock pumping and SpaceX pretending to be an AI company is driving down the exit strategy. I’m guessing one starts going full Theranos and begins claiming full AGI or gets the US government to government cheese then hard. It’s going to be a few crazy months.
China is a currency manipulator who steals patents and ideas from other countries. The US uses the reserve currency as it's most beneficial soft power. The Petrodollar is the clearest example of this by a large margin.
Both are true.
Company directly lies to governing body of city. Is found out the next day. Loses contract. Attacks city online afterwards.
This isn’t about surveillance states, it’s about companies run by idiots.
I would love to see the reference you have for those numbers. Money approved is not money spent. Especially when those subsidies have been killed.
You might want to glance and see which one of the subsidies your looking at are even still in place and not projections. Most have been canceled for years now.
Chinas interests today are a US with reduced power and a global economy more focused on China.
Someone loses power for someone else to gain. It’s literally the definition of a zero sum game? China targets areas it thinks it can win and dominate in the future.
Money Why would you work for Insurance, Defense, military, Amazon, killing kittens R Us.
Money.
The data center business is selling Tensor core GPU's which are used for Large language models nearly exclusively. I don't think of them as GPU's anymore considering a GPU is a graphics processing unit and this is not the primary function of those cards anymore. A GPU will always be a card you put in your computer to play a game in my mind.
I know a tomato is a fruit but will still be annoyed when someone is pedantic about it because that's dumb.
When the mobile phone is eventually integrated into the human body or some other silly application in the future that will annoy me as well. Congrats on being pedantic.
Thanks generic LLM model response. Please upgrade to a higher tier model if you are going to waste our time.
It will take about 35 years for digital camera sales to reach Kodaks profit margins. The market growing and companies raising the economy are not zero-sum. Nvidia/Kodak killing the golden goose is zero-sum. When the difference is your valuation crashes that's zero sum for the company, just not for everyone else.
My only concern is if we can limit the economic impact from lowering investments and causing a 40% market collapse circa 2008/9.
They resisted the idea because it did kill their legacy business. Kodaks peak was 16 billion in revenue in 1996. The digital camera market will be approaching that level of value inflation adjusted around 2030.
35 years to get back to status quo. Putting a bullet in a golden goose is often considered a bad idea. Everyone is happy they are dead, but if you can't understand why they might try to keep the corpse alive you have never looked at the numbers.
Why wouldn't they? They subsidized their EV industry with 230 billion dollars over the last 14 years. Solar was before that with about 17 billion.
The US puts about 0.4% of GDP towards various subsidies, China is around 4%. This isn't about cost of engineering, it's money thrown at industries directly to boost them. The us provides tax incentives. China just gives you subsidized loans to the businesses they choose to dominate.
China is a centralized economy that has been fighting a tariff war against the US for the last few years. If we see an economic collapse like 2008 China loses money but we lose a whole lot more.
China still ends up with production and a easier ability to integrate with other countries. We became a powerhouse after WW2 when all the other countries had their financial bases destroyed. We became a superpower providing the products to others to rebuild. Our market is all about short term growth, service economies, and goals driven by whoever is in office at the time. If they don't have a plan around this exact eventuality I would be beyond surprised.
Basically their system is more robust than ours to a major market event. Who pays for expensive services when they are choosing between food or keeping their economy going. People will pay for the equipment to keep their economy going. Who provides that.
GDP growth in the United States is in AI and healthcare. AI capital expenditure is around 5% of total US GDP. Housing right before the 2009 market collapse was around 6.7%.
Biggest issue I see is housing has more real value than AI expenditure. Demand is real and isn't based purely on a few companies valuation or marketing spin. Nearly 2 decades later we still haven't caught up to construction rates before the 2008 collapse. When the bubble pops it's going to really suck.
It also has the benefit of crashing the US economy.
No one cares which company they use. They care about cost and does it act in a way they expect. Expecting anything else is pretty laughable and goes against human nature. You either create a moat so deep no one else can play or you have the government force users to use your products.
China wants the US economy to flounder. Building our entire growth model on software that can be copied and taken by a small group of people will have no possible consequences.
Nvidia selling more GPU's at the cost of it's datacenter business is pretty close to Kodak selling digital cameras at the cost of film.
The data center side is so bloated anything that eats into it is a huge negative. Their data center business brings in 20x the gpu market. Local open weight models will be what pops the bubble and China will do anything in it's power to enable that pop.
You don't need an X-ray for a board this simple. Every component has well defined input and outputs. Give a mildly competent freshman EE student or high quality high school student you could have the board recreated in a few days.
Low product quantity and low quality/fake products resold on amazon from AliExpress are the biggest roadblocks at this point. The juice isn't worth the squeeze.
I didn’t realize Claude owned half of the companies.
Any discussion on this topic within hacker news is pretty silly. To much financial incentive to keep the status quo, and to many bots pushing narratives.
It’s like listening to the lawyers at a cigarette manufacturer, car manufacturers fight seat belts or gun manufacturers in kindergartens. The change is coming because real people are pissed.