Spinnaker_

Has the article been updated?

2nd paragraph starts with: "We used Claude and Allium"

And later on: "With that obligation written down, Claude traced every path that runs after gyros_busy is set to true"

The consumer gpu market is a rounding error compared to enterprise AI. And Intel is zero threat to Nvidia there.

It's close to 90% of their revenue. They will sell about $115B this year, $180B in 2026 and $230B in 2027, with margins staying fairly constant. Their only real competitor is Broadcom, who has slightly worse margin on AI chips.

The contracts are now 10 figures for multiple hyperscalers. And they aren't abandoning gaming, but it's 8% of revenue and falling fast.

You are way off. A single B200 costs $70k. They sell them in racks for over $3mm each. And they have 55% net profit margin.

You think that they hate paying the government money so much that they.... give it all away instead? Yeah, that's some brilliant tax avoidance.

That's just a healthy relationship with food, not a risk for anorexia.

Everyone is focused on teacher salary, but the national average expenditure per student was $16,281. In New York it was $30,876. This seems insane.

A handful of student's expenditure covers a teacher's salary. Where does the expenditure for the other 25 kids in the class go?

My brother does it for about 70k a year. 3 kids. He lives just outside a 10k person town. It's quite a nice life they live.

The average person is on their phone for over 4 hours a day. You can have a very meaningful hobby with less than a quarter of that.

If advances in solar continue, yes. Currently, the IRA provides very lucrative investment and tax credits for green hydrogen projects (solar and wind powered electrolyzers). Power producers like AES are already building multi-billion dollar projects, and there are a lot more in the pipeline. One day the tax credits may not be needed for this to be economically feasible.

Companies like terraform industries are doing something similar, but creating natural gas. With enough cheap solar, all hydrocarbons are pretty much on the table as well.

It'll be a decade or more until this is scaled up and not dependent on subsidies.

The comparison to Oil is interesting. Because people have also been saying we would hit a production wall there, and have been saying that for about 90 years now.

Agreed, it's amazing what you can do with an idealized grid. But that grid does not exist, and is still quite far away from ever existing. Meanwhile, the costs they present are for today.

When the public (and even policy makers who know should know better) see these numbers, they fairly assume that the sources are being measured by the same criteria.