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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (25841)	9/9/2025 10:00:28 AM
From: Elroy	Read Replies (3) \| Respond to of 26439

While we're on the subject of technology, who knows the answer to this one? Everyone and their grandma is building a massive compute power AI data center. The processing demands of these AI data centers are massive, and the buyers cannot get enough processing power. More processing please, AI accelerators which (I think) get the thing to be processed to the processors faster are in high high demand, so all the AI data centers can process things more and more quickly. In this system, where is all the inputs that need to be processed? It's sort of like ChatGPT is using EVERYTHING EVER WRITTEN to determine how to answer a query. Where is EVERYTHING EVER WRITTEN stored? My assumption (perhaps wrong) is that if processing needs MUST increase as much as possible and be as speedy as possible, the volume of stuff TO BE PROCESSED must also be massive. So.....in an AI data center, where is that stuff stored? Where does it come from? How is it that the part of the AI sytem that accesses the inputs (which need to be processed!!!) is not the bottleneck?

To: Kirk © who wrote (25841)	9/9/2025 11:22:16 AM
From: robert b furman	Read Replies (1) \| Respond to of 26439

Hi Kirk, In 1978 I bought my first shares of Cohu. Their revenue was less than 100 million. I had the belief that semi chips were a long-term Mega Trend. So far so good. The PC cycle was the first innovative big cycle. While at GMI I dreamt of buying an IBM computer which at the time cost over 3,000 and I really did not know how I'd get the quotes, but hoped I could let the computer make charts vs my daily hand drawn charts. One smaller cycle I'd add to your list was a laptop - that could be sold for less than a $1000. Computer makers wouldn't be able to survive but did with wifi and routers. About 1999 I dreamed of having a router that would be wireless - couldn't get my head around how all that data could go wirelessly. Innovative enabling technology = more and more chips. Now even photons displacing electrons are finally becoming reality. Still pricy and not really found in the home YET! Jan has remodeled her kitchen with all Thermador appliances (made in America, an upgrade division to Bosch). All are very nice and easy to use, but they take a learning curve to become familiar with the much more accurate heat ranges maintained. The stove top and vent are Wi-Fi as well. The refrigerator has a camera in it ,so when shopping Jan can look inside the fridge to check milk levels or an egg count. All mostly unnecessary but very convenient. I suspect we'll learn to take it for granted and use it more and more. WiFi is so enabling. Our A/C in Houston is WiFi so we track the temps in the house. Our lawn watering system is WiFi and can shut itself off automatically when it rains a lot. It has more than paid for itself by minimizing the water and sewage bill. Still working on my outside landscaping and letting it settle so I can install those Calistonia pavers you used - those are the most appealing and unique I've ever seen. We picked out the rock we'll install in some places vs Hardy Board siding. The original architectural drawings of the house (made in 1966) had stone on some areas. My parents never installed it as it was a cost savings decision. I have installed an EVO door which is 10' by 7' on the the south side of the house. It replaced two small garage doors which were thermally horrible. We jack hammered the old concrete out and repoured gypcrete with pex piping inserted in it on top of 2 inches of blue foam. The south side of the house gets a LOT of sunshine during the winter. On sunny days I'm hopeful the floor will heat the pex and circulate the warmed water out into the rest of the house. With the heated floor and sun warmed rock surrounding the EVO door, I'm hopeful that it will become a free source of heating during the winter months. Our entire outer walls have all be sprayed with a polyeurethane based insulation. Hoping to put a big hole in my annual heating bill. Mornings are now mid 40's and it looks like we'll have a nice Indian Summer. 60's and 70's out into October 19th. The usual first frost is October 5th. If it plays out that way - I'll have a good Tomato crop with which I'll make my Salsa. Bumper Cayenne, Cucumber, Serrano and Jalapeno crops in hand, while waiting for a huge crop of tomatoes to ripen. Planning on two double batches later this week. Pears and Apples still ripening on the tree. Darn deer got my low hanging pears last week. One of them will go in the freezer this fall. <smile> organic protein. Go chips made in America! Bob