Lux13

A 300-rack AI supercomputer powered by 9,600 Nvidia A100 GPUs is listed on eBay for $59.7M. That’s 1,200 GPU compute servers with 384TB of combined GPU memory and roughly 1.4 petabytes of system RAM. Each compute server connects eight A100 GPUs through $NVDA's NVSwitch technology. More than six years after A100 launched, The seller is offering these systems refurbished for new AI training and inference deployments.

⚠️ RESEARCH: LLM token prices down 55% from the May top and now below where they started the year. Great for anyone using AI but not so great for the companies spending $165B a quarter on capex.

Anthropic's IPO comes with 23 unlock dates in its first year. Page 307 of the S-1 lists when insiders can sell: – Day 1: certain directors, officers, employees and consultants – Day 27 – Day 48 – Day 62 – Day 76 – Then a new window roughly every two weeks around each earnings report – Day 180: everything left in the standard lock-up – Day 365: everything else How many shares in each tranche? Blank. Every row. Now add Nasdaq's fast entry rule. A company this size can join the Nasdaq-100 after 15 trading days. Your QQQ buys because it has to. To be fair, staggered unlocks exist to avoid one giant cliff on day 181. That part is responsible design. But the math is still the math. Insiders get 23 exits over a year. Your index fund gets one entry, at whatever price the market sets that day.

🚨🚔Austin Police officer lights up a Tesla @robotaxi 👮‍♂️🚓 Robotaxi don’t care 😂🤣

$TSLA suddenly slammed into liquor store 💀 Where were Tesla advanced safety features, automatic emergency braking (AEB), automatic collision avoidance? 💀 For every "Tesla FSD saved my family" claim ... there are more REAL incidents like this 👇

🚨BILL GATES/BOURLA TRIAL: “These injections are a BIOLOGICAL WEAPON.” “COVID-19 injections are LETHAL.” “The global deployment of this biological weapon can only take place through the UNLAWFUL deception of the public on a global scale.” “The defendants [including Bill Gates and Albert Bourla] are implementers of the ‘COVID-19: The Great Reset’ project and are GUILTY of this deception; they are therefore being sued individually in these proceedings.”

Buried in $SPCX's 10-Q: $561M of that record Q3 profit isn't rockets. It isn't Starlink. Boring Company raised a new round in September, so SpaceX marked up its stake in Elon's tunnel company and booked a $561M unrealized gain. No cash changed hands.

Anthropic's IPO filing leaked (again) — some key figures: Net Loss • 2026: $80.7 billion (first half) • 2025: $41.9 billion Revenue • 2026: $16.3 billion (first half) • 2025: $4.6 billion Expenses • 2026: $9 billion (first half) • 2025: $7.3 billion Future Infrastructure Costs • Total: $600 billion • Cloud Deals: ~$450 billion

Who am I missing from my AI crypto watchlist? 👀🐜 #AI #Crypto #DecentralizedAI $QUBIC $TAO $FET $RENDER $VIRTUAL $NEAR $ICP $NAORIS $ATH $AKT $IO $GRASS $AIOZ $OLAS $TRAC $VANA $NOS $VVV

The Bank for International Settlements has something to say about this arrangement: They call it endogenous demand. “When a chip maker or cloud provider finances a model developer or data-center operator that then buys its products, the supplier’s revenue growth reflects its own capital deployment as much as (or more than) independent customer demand. This obscures how much of the “boom” is organic versus self-reinforcing.” - My paraphrasing part of their recent bulletin on circular AI financing