the ai “race” has everyone making dumb decisions without reviewing the resources burnt down to the ground
Exclusive: China's CXMT plans to start production of HBM3E, an advanced type of high-bandwidth memory chip used with AI processors, despite as little as 20% of the chips it makes being usable. Read more - reut.rs/47LX6qY
えー???人々は制度を悪用したか????(╹◡╹)
Amazon tells engineers to stop ‘tokenmaxxing’ to look productive tomshardware.com/tech-indust…
the cursed thing about people sending me reel jokes about me not replying when they send me multiple? they neglect the fact that i’m one person taking in 20 * n people’s reels
“i wanted this, therefore a market wants this”. we’ll see how it goes, but i doubt this bet will pay off
that's a crazy extrapolation lmao
Western team have independently verified that DeepSeek's performance numbers of 38$ dollar revenue per GPU at DeepSeek's rocket bottom prices is true.
This is a momemnt when you update your priors. At this rate with just 1 GW, you can make a revenue of 150B per year.
Even with lot of slack it would be 100B per year. If you use half the compute to come online by 2027 end, you will have 25GW for inference with potentially 2.5T revenue at DeepSeek rates and 10T at USA lab rates (world GDP is 125 T, 10T is 8% of it)
You answer for your-self are we overbuilding!!!
nothing to miss. the moronic tech guys extrapolate too much, and assume there's future geometric growth. literally that.
i seent @DrunkUncTony and @duladoesit down this jawn in some crazy ways
Hot dog topped with cheese, onions and jalapeños at Fleetwood town (@ftfc)
💷 £6
悪いか?(╹◡╹)
China's 2008 is happening now.
Property investment in China dropped -21% YoY in the first 9 months of 2026, its largest decline for this period of the year on record.
This marks a deterioration from a -20% YoY decline in the first 8 months of 2026.
The latest drop is also significantly worse than the -16% decline recorded during the 2020 pandemic.
Property investment in China has now contracted every month since 2022, its longest declining streak on record.
For perspective, during the 2008 Financial Crisis, this figure never fell below +1% YoY growth.
China's property sector is experiencing a historic downturn.


















