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peterrenshaw
☮ ♥ ♬ 🧑‍💻 @peterrenshaw@ioc.exchange · Jun 27, 2026
“There are other reasons to be bullish about #compute #standardisation. Chips from Nvidia’s Hopper range, which includes the H100, have held much of their rental value even as next-generation Blackwell models entered the market. This flies in the face of a comment in March 2025 by Jensen Huang, Nvidia’s boss, that “when Blackwell starts shipping in volume, you couldn’t give Hoppers away”. It also suggests that #computed erivatives’ underlying #assets will not suddenly become worthless, the risk of which would slow adoption” #Derivatives / #FinancialisingCompute / #MoneyTalks / #funding / #NeoCloud / #indicies / #ComputeCost / #FuturesMarket / #assets (paywall) /
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BrentD
BGDon 🇨🇦 🇺🇸 👨‍💻 @BrentD@techhub.social · Jun 24, 2026
Never shy with an opinion - tell what you really think Mark? The crux at hand is >> is there a business model for foundational AI models that will support multiple players - OR - will it resolve down to one BIG Kahuna and everyone else gets crumbs? Return on all this AI infrastructure investment?? >> Cuban says >> “they’re full of sh*t, it’s not gonna happen.” https://www.barchart.com/story/news/2603502/mark-cuban-says-openai-is-sh-tting-away-its-money-on-ai-infrastructure-says-theyll-never-get-a-return-on-their-trillion-dollar-spending-spree #AI #LLMs #Compute #DataCenters #MarkCuban #AIInvestment #ROI #BusinessModel #AIFoundationModels #FoundationModels #SpendingSpree #Economics # AIInfrastructure
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Don Curren 🇨🇦🇺🇦 @dbcurren.bsky.social@bsky.brid.gy · Jun 23, 2026
Replying to @dbcurren.bsky.social@bsky.brid.gy
2: #AI: What happens if #companies start limiting their #tokenbudgets meaningfully because they are only seeing weak #ROI, and as a result, #compute demand either slows down or shifts to #Chinesemodels? 🧵
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