#UruguayanAmerican with a passion for #datacenters #innovation #IT #bizdev #manufacturing #boarding and my #BGE.
Charlotte, NC
Joined October 2013
- Tweets5.4K
- Following2.9K
- Followers2.3K
- Likes5.7K
Pinned Tweet
From first customer to witnessing the expansion! Check out the new #mangohabenero from @jim_tessier carolinapepperworks.com
First client of @jim_tessier’s #CarolinaPepperWorks hot sauce. My wife couldn’t get enough of the cayenne mango sample. I now get to add #devilsbreath kick to my liking. #earlyinvestor $CPW
Graciano Beyhaut retweeted
Malachi, a patient at @SylvesterCancer meets Malachi Toney, his favorite @CanesFootball player, along with staff.
He attended a Canes football game to celebrate completing cancer treatment.
Wishing Malachi the best in his recovery! 🙌
Graciano Beyhaut retweeted
Honky Chonk Beardonkadonk
ALT A large bear sitting in water fishing for salmon.
One of the highlights of my career was helping to shape this partnership from its inception at our @Flexintl manufacturing plant in Milpitas, CA. From 0 to mass scale in record time, we truly made the impossible possible. #Ai #Supercomputers #MadeintheUSA
.@cerebras is proud to expand our partnership with @Flexintl.
Together, we're scaling US production of the CS-3 by an anticipated 7x through 2026.
Multiple new assembly and integration lines coming online in Milpitas, California.
Liquid cooling installation. High-power integration. Full-rack qualification.
Assembled and tested in Silicon Valley.
Two highly technical teams building side by side.
The fastest AI in the world. Designed and manufactured in the U.S.
More coming soon.
Graciano Beyhaut retweeted
Project Astra: the $420bn merger powering the US AI revolution ft.trib.al/aHhqaGj
Graciano Beyhaut retweeted
@Wesleybjr_ Message to @CanesFootball Fans and the City of Miami
“We need yall there on Monday”
Graciano Beyhaut retweeted
@PeterAriz asked me a message to the Canes fans:
“Being a Canes is not about geography. It’s about heart. The soul of a kid and the heart of an elephant. We represent a culture built on toughness, swagger and resilience. From Miami to anywhere in the world, if you bleed green and orange, you’re family. The Canes are back. Stand proud, stay loud and keep believing.”
Amazing interview by @CanesInSight on @AlfreAlvarez3 and his fandom and journey of being the spanish voice of @CanesFootball podcasts.apple.com/us/podcas…
Graciano Beyhaut retweeted
Fiesta Bowl Cinematic Recap 🎬
Watch: youtu.be/dpl5lwOFcpw
Graciano Beyhaut retweeted
Miami president Joe Echevarria on returning home to play for the national championship at Hard Rock Stadium: "No matter what locker room we use, it's our field, it's our stadium, and more importantly, it's our city. We are the University of Miami."
Graciano Beyhaut retweeted
Side note:
Beck is now currently tied for QB with most ranked wins all time in CFB with Jalen Hurtz. A win in the title game he will hold the record
Graciano Beyhaut retweeted
Records of Ole Miss, Texas A&M, Ohio State and Notre Dame against Miami: 0-4. Their records against everybody else this year: 46-4. Put that in your 'quadrant' and smoke it.
NEW: Relish this moment, Canes fans. And for the College Football committee: Wake up and stop the intellectually lazy SEC/ACC bias. Just look at these facts...
miamiherald.com/sports/spt-c…
And 10 thoughts, nuggets, takeaways from UM's riveting semifinal win
Graciano Beyhaut retweeted
They are out in front of La Carreta on Bird Road celebrating the Miami Hurricanes’ berth in the CFP title game.
Graciano Beyhaut retweeted
CFP Quarterfinal Cinematic Recap 🎬
Watch: youtu.be/U0vAjAxxgaQ
Graciano Beyhaut retweeted
"The most important thing in the next 3-4 years is data centers in space.
In every way, data centers in space, from a first principles perspective, are superior to data centers on earth.
In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery.
The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite.
The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."
This is my fifth conversation with @GavinSBaker.
Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance.
We discuss:
- Nvidia vs Google (GPUs + TPUs)
- Scaling laws and reasoning models
- The economics of AI compute
- Why Blackwell's delay mattered
- The bear case on the AI capex buildout
- Data centers in space
- The mistake SaaS companies are making
Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before.
Enjoy!
Timestamps:
0:00 Intro
5:03 The Blackwell Transition
23:15 The Prisoner's Dilemma
27:12 The Bear Case: Edge AI
37:19 Meta, Open Source, and Model Depreciation
43:08 Geopolitics and Rare Earths
50:42 Data Centers in Space
56:06 Power Constraints as a Governor
1:11:31 The SaaS Mistake
1:16:17 Nuclear and Quantum
1:22:25 Gavin’s Investing Origins
Graciano Beyhaut retweeted
Ranking CFP teams based on their proximity to delicious fresh seafood
1 Miami
2 Tulane
3 Oregon
4 Texas A&M
5 JMU
6 Georgia
7 Ole Miss
8 Alabama
9 Texas Tech
10 Oklahoma
11 Ohio St
12 Indiana
