力积电存储代工报价7月上调45%

Another post suspects Nvidia drivers: https://davidjusto.com/articles/m2p-latency/#results

NVDA is currently underpriced. NVDA is only up about 7% YTD and about 12% down from ATH, while the semiconductor have exploded upwards of 70% this year, right now experiencing a mass selloff. Soon, the market will start to readjust and buy back into tech. NVDA simply has too much demand despite worry about overpricing and competition. Bought $200 calls at today’s low, coul

Doesn't Nvidia's success depend hugely on AI money pumping up demand for their products? If/when AI companies run out of money to keep investing in data centres, the bottom will fall out of the market and hopefully we can go back to buying reasonably priced graphics cards.

Google would have to start selling them (the real ones, complete with interconnect) to third parties. If google does that, though, Nvidia is done. Unlike AMD, Google can actually ship software. AMD has never shipped good software other than drivers (maybe) in the entire history of the company, including both ATi's history and true AMD. They have always relied on Intel to provid…

Gooood effing lord. Yesterday was an absolutely batshit crazy ride right???? Trying to keep my head about me and figure out what is going on. But yesterday was a massive dip below in the memory stocks but AMD didn't really move that much surprisingly. I wonder if that was the first test of some weakness that is forming in the memory stocks and yesterday was a limit test t

Nvidia's moat is the IBM, Microsoft moat: I am about to spend $20M, if I buy anything other than Nvidia, and things go wrong, I am going to get blamed, and if things go right I will get no credit. This is why AMD is making no progress outside of very narrow cases and supercomputing.

Ethereum actually contains a time-bomb designed to make it stop working a few months after the latest protocol revision, which of course can only be published by Vitalik.

i produced an explainer on the new wave of ethereum-aligned organizations splintering off from the ethereum foundation: * etherealize, * the ethereum community foundation, and * ETHLabs, launching on june 22nd with five senior EF researchers and significant institutional backing the day after ETHLabs, the EF announced it was cutting 20% of its workforce 🥲 it's been a chao

Less "extremely negative" - but there's at least a few "net-negative" things here: for example, the Ethereum and Web3 papers. Smart-contracts and NFTs failed to create any meaningful value or have any lasting economic impact, while their negatives at the time were well-reported (and let's include "crimes against taste" in that too).

If you've ever tried to integrate with Bitcoin Core (bitcoind) you know how annoying it is to either poll the legacy JSON-RPC API, or set up a ZMQ listener. Satd provides a modern, strongly typed streaming event consumption API (with gRPC and JSON websocket transports) with features like the full event firehose, narrowly-scoped watches (for wallet backends, for example), privac…

Steak n Shake thanks their loyal patrons and Bitcoiners and says that anyone who doubts the power of Bitcoin is making a BIG mistake.

> without any usage cap <sarcasm> At the risk of Reddit-style mass downvoting, I strongly encourage you to borrow Oracle-level of debt (billions of USD) and build a Tesla Megapack battery "farm" and immediately begin mining Bitcoin. Of course, the battery "farm" will conveniently only be activated during these special hours. The only forseeable risk to ROI for this project woul…