Jukan@jukan05
Nvidia chips are still scarce, even now. But to maximize that premium, Nvidia has to support the neoclouds. If the new Nvidia CEO turns even slightly skeptical about supporting the neoclouds, spot prices will take a hit. That will hurt neocloud margins. To avoid this, the…
Nury Vittachi@NuryVittachi
THINK ABOUT IT. - Bill Gates had lots of illicit girlfriends—no problem. - Elon Musk has multiple children with multiple women—no problem. - Dario Amodei dated a Chinese woman, Jade Wang, before marrying Cami Clark, who pitched a pornography business to none other than…
will depue@willdepue
This is wrong. I tested this exact assumption before publishing. There are 24 models where the lab has publicly said what hardware it trained on. The fingerprint matches that hardware in all 24. That includes DeepSeek-V3 and Kimi K2 on H800s and NVIDIA’s own Nemotron models on…