Tighter US restrictions on chip exports to China

This can happen just because everyone (NVIDIA, Lutnik, Trump) pretends to be shocked that so much sales to Singapre/SEA region, while knives go out for 2028 election for them. Still, just as China told US to fuck Bessent’s mother over Iran economic sanctions, China will tell US to eat different shit if they want to get uppitty over this.

AI chip supply and development disruption in the US

This is unlikely. Any reduction in flows to China/SEA is more supply available for rest of world.

China overtaking the US in the AI race

This happens indepently. Nvidia chip advances since H200 are minor at signficantly higher deployment costs. Chinese hardware advances at very high pace. Software at cost points has passed US releases in last 2 months. Though recent US releases have passed those. Open, customizable releases on generic hardware are far ahead, and are solid advantages, compared to sharing data with companies financed well enough to compete in other software/research businesses, or to help skynet spy on you.

Jensen instrumental in price extortion policy of industry, and fraud as to both promoting social overspending, and that the tech leads to broader shared prosperity. Since early 2025, every quarter, datacenter sales of Nvidia chips have been well over announced western client datacenter capacity (sovereign and replacement sales would explain part of this, as would hoarding), and flow to China was likely happening. Plenty of legal SEA datacenters with 90% of traffic routed to China too.

None of this was harm to Nvidia. It’s harm to rest of us through extortionist pricing. Trump corruption is a factor here, but the war on Iran is too. War on Iran needs China’s permission.

This is tiny. $26b overall is being added to Anthropic at IPO in a special deal to make IPO smaller. $500m to OpenAI is a drop in the bucket for what they need within next 3 months. It is $1b total, and a tiny fraction of TSMC cash. Also IPO can be a big bag transfer event, as the $26b is all unrestricted. Though bubble fucking a few months longer seems to always be the plan.

banger

US government viewed Mossad agents as friends to ensure US establishment continuation. His Mossad ties were exposed by journalists instead of a government smear campaign. Epstein didn’t need to be discreet. US loved him.

Debunks the spy angle, and just doing what anyone of us would do to Jensen for a bit of ram. Entire SEA datacenter business is built on one eye closed one open, cutouts that send tokens to China. Overtly working with Alibaba is simply not even rule breaking of US tyranny.

Spies are discreet. Influencer based promotion simply proves not a spy.

It’s like the Linux foundation issuing a vision that the software should remain free. Members of foundation should pledge towards that mandate. If a scumbag is going to rug pull it to a commercial license, violating the pledge, they will probably reneg on any voluntary penalties that they also pledged for violating the first pledge.

While its all a bit dramatic, the game theory of the drama should have been explained better, in that drama for traitors traitoring will include their pledge to kill themselves which as traitors will just have to dismiss, while enduring drama.

archive won’t load, but SpaceX CDS are at 3%/year. Comparable to Oracle. There is massive fundraising demand this week, and its $40b GPU SPV (Spacex just pays rent, but it is 5% principal + whatever interest rate is finalized) is pricing at over 8%, and hasn’t sold out, and so is likely to increase in interest rate. It’s moving absurdly fast with even higher datacenter capacity with little organic AI revenue, and an environment where hyperscallers (MSFT) is cancelling renewals and other projects because they are full. Even more absurd terrafab moneypit is noob thinking he can compete with TSMC.

Extreme corrupt financial backing is there for his political interference, but his companies have been overvalued on his fraud for years.

Nvidia is down for the year. Those who jumped into investment rounds this year in OpenAI and ANT are praying to break even. Other than the 3 hyperscallers and SpaceX (pre IPO), all heavily down this year.

Max has always been API/proprietary. Plus has shifted between the 2, but could very well be API only. Flash the 120b parameter model was new in 3.8. Current king with strata, and I’d be surprised if it wasn’t open. 27b is what drove 5090 to $7000, though flash next is the real 3.8 king.

4F2 is better. More dense. Other/traditional majors are pursuing same technology. Improving yields happens after you reach this step.

Confusing headline/article. Darkbloom does not serve proprietary models. It is competitive for smaller models. best price for qwen 3.8 27b.

The actual competition problem is from deepseek which has open sourced its inference server architecture on Nvidia (and Huawei) datacenter cards, and deepseek v4.1 flash is one of the best combos of good, fast, cheap. But it needs a mac ultra for q4, and datacenters much faster/cheaper with batch service. Qwen 4 is coming out next week with 2 good models that fit under 128gb.

AI is too competitive for anyone to make money at it. Last year OpenAI made a browswer to get ChatGPT traction, and Google “had to” do AI mode. “Making an extra $B is not cool, you know what is cool? $1T eyeball/query share”. There’s too much “hype metrics” focus to juice stock/IPO values, and AI bubble pop needs to shift from circular financing to outright cannibalizing each other.

Deepseek is an incredible lab, and Xiaomi espcially and several others from China, surprising. US models are good too, but the overspending has no competitive chance vs open models, or China’s hardware advantages and progression.

had founded a translation startup

Doesn’t Cisco know any networking and firmware experts, with extensive legacy code knowledge, who could vibe code through a well thought out plan?

Anything except banking

Quick add AI to your bittorrent clients, and take deposits for your crypto/gambling exchanges!

It’s people like you that require state to have robodogs with machine gun turrets on them.

Much less debt and financial “engineering” in China, and much lower borrowing costs.

Sure there is scarcity in accessing Nvidia supply. Consumer GPU pricing is based on them not making any. There is abundance of GPU time available for training that explains the fast pace of new model version releases. Fast model releases also juice inference revenue as shinny new models get investigated, until next week something better comes along. The bottom line is that burning money on GPUs has plenty of GPUs available to burn it on. Labs would be releasing slower if there wasn’t.

Coreweave makes long term revenue deals before building anything, but they charge too little. They are forced to accept whatever price hikes Nvidia tells them to pay, and are running out of cash in next 2 months, with borrowing rates over 15% to get more cash. In last quarter, their average interest rate was over 8%, and even if they used a 10 year depreciation schedule, they would still have lost money.

When hourly GPU rental prices go up, coreweave doesn’t make more money. They have tiny spot inventory. It is also a lie that there is gpu shortages, because if there were, there wouldn’t be such rapid model releases. NVidia GPUs are only competitive at training, but if there were any genuine scarcity, new models would come out slower so that inference/revenue making could be prioritized.

End of natural financing availability seems certain to collapse the sector, and a more cannibalistic attitude in finance can reset the industry into more concentrated ownership, while also eliminating rational financing appetite. Aggression by META and SPCX should cutoff hyperscaler circular financing that would assist their ambitions to surpass them, or diminish their other circular investments.

Still, a global zionist supremacist establishment needs to preserve itself with robocops. $30b from UAE, and feeding Musk’s electoral spending is “bailout mentality” that most of congress will still want to protect. US military buying Spacex/Meta compute rental is the simplest bailout mechanic. So, rampocalypse hell will continue until morale improves, will have full establishment backing.