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AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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Emcee:  neolib Type:  Moderated
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70155Oracle books these numbers and shows them in their report under Remaining Perforneolib9/9/2025
70154worked on a solar version of that for growing algae and using a sunlight collectengineer9/9/2025
70153So Oracle's 2025 FYI was 57.4B and Oracle Cloud Infrastructure revenue was aneolib9/9/2025
70152This looks amazing. Grass fed meat all year round. Turns barley seeds into graJoe NYC9/9/2025
70151I rephrased my question to the chatbot and this answer makes some sense about Orneolib9/9/2025
70150<i> What are the massive processors in an AI data center processing? Infeneolib9/9/2025
70149Fine. Lets start again. What are the massive processors in an AI data center pElroy9/9/2025
70148My question too. The only thing I can think of its financial games. The hypersneolib9/9/2025
70147Nooooo. <i> In plain English the AI datacenters now are using as inputsneolib9/9/2025
70146<i> Oracle will build out 37 data centers for AWS, Google and MSFT?? IsElroy9/9/2025
70145So I asked Google about this and got this chatbot reply, which I think isn'tneolib9/9/2025
70144<i> But the explosion in compute needed is now largely from inference dElroy9/9/2025
70143Oracle will build out 37 data centers for AWS, Google and MSFT?? Is Oracle so mneolib9/9/2025
70142So with Oracle its the same story again, why are the big hypers turning to Oraclneolib9/9/2025
70141This from the Oracle report: <i> As a bit of a preview, we expect Oracleneolib9/9/2025
70140ORCL must have reported well. NVDA and AMD like it AH too.neolib9/9/2025
70139<i>Last I heard is they use mail in questionnaires for a lot of these statTHE WATSONYOUTH9/9/2025
70138Like Young Frankenstein. It's alive! You got me an abynormal brain? Only woPravin Kamdar9/9/2025
70137I watched the whole episode. Everyone should. The warning is scary. But, we shouPravin Kamdar9/9/2025
70136Going forward things will get interesting indeed. For reasons we are not thinkinPravin Kamdar9/9/2025
70135Nothing funny going on. calculatedriskblog.com But going forward things are neolib9/9/2025
70134Ideally, but I it depends on what you are doing. Single user or multi-user? Thneolib9/9/2025
70133Looks like Biden - or whoever was running things - were juicing the employment nJoe NYC9/9/2025
70132I think everyone would agree that now is the time to reduce margins to get a fooPravin Kamdar9/9/2025
70131<i>Tom said: remains to be seen if Intel can still pull a rabbit out of a THE WATSONYOUTH9/9/2025
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