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@ionet427k followers

The intelligent stack for powering AI workloads | : decentralized GPUs | io.intelligence: inference & agents |

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Across 13 organic posts

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Oct 17

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Posts 13 posts

#	Date	Post	↓ Outlier	Views	Likes	Reposts	Bookmarks
1	Oct 11	Google paid $2.7B to bring one of its top AI researchers back. Then cut his team’s compute allocation. He left for OpenAI. If compute can’t be guaranteed to a $2.7B hire, startups	1.3×	14k	190	20	4
2	Oct 10	$20 billion. That's how much less revenue OpenAI now expects this year. Nasdaq fell and Nvidia dropped. One forecast, and the market flinched. That's what happens when everything r	1.1×	12k	145	18	3
3	Oct 12	Everyone’s racing to build the next gigawatt campus. But the grid wait can be 5-10 years. It doesn’t apply to GPUs that are already built, already powered, already permitted. And r	1.0×	11k	172	17	1
4	Oct 9	An idle GPU costs the same to run as a busy one. So we don't leave them idle. Rent a cluster for 10 hours. When you're done, the same GPUs move straight into LLM inference. TechAre	1.0×	11k	148	19	1
5	Oct 9	Somewhere, a GPU is sitting idle. Somewhere else, a startup is stuck on a waitlist. The race to build more data centres gets the headlines. Making better use of the compute we alre	1.0×	11k	137	12	1
6	Oct 8	The US has 56GW of data centre capacity. China has 24GW, with 50GW more in the pipeline. Most new AI compute is being built in two places. For everyone else, the question isn't wha	1.0×	11k	146	13	4
7	Oct 12	Getting GPUs, paying for them, and keeping them busy are three different problems. Many providers make you solve the second one before you’ve ever spun up your first GPU. You’re as	1.0×	11k	136	14	0
8	Oct 13	Microsoft’s president says "AI is less regulated than milk." He’s right. But rules written by the companies building the problem will never fix it. They just protect the people at	1.0×	11k	155	15	3
9	Oct 14	Europe doesn’t just have a chip problem. It also has a power problem. @ionet's David Watts is in Vienna today at Data Center World Europe making the case for right-sized AI infrast	1.0×	10k	155	11	1
10	Oct 14	AI is pushing prices up. Everyone’s paying for the build-out, from power to electronics. Meanwhile, access to the compute itself stays locked behind long, expensive contracts. A fe	0.8×	9.1k	129	7	1
11	Oct 15	The big AI question isn’t which model you can use. It’s whether you can get the compute to build at all. Trillions of dollars of data centers are in the pipeline. But they’re built	0.8×	8.4k	117	12	1
12	Oct 15	Gartner expects over 80% of neoclouds to cease independent operations by 2030. The AI data centre build-out needs $8.5T in revenue to cover costs and returns. Gartner predicts $3.6	0.8×	8.1k	116	11	1
13	Oct 16	A few companies control the most powerful AI. Now they're debating whether it has feelings. But this is just a way to shift accountability onto the models. “It’s not us, it’s the A	0.7×	7.3k	117	15	0
14	Oct 11	View post on X	0.2×	2.3k	12	0	0
15	Oct 9	@ilkh0m	0.2×	2k	7	0	0
16	Oct 8	View post on X	0.2×	1.8k	10	0	0
17	Oct 13	View post on X	0.1×	1.5k	6	0	0
18	Oct 14	View post on X	0.1×	1.4k	9	0	0
19	Oct 15	View post on X	0.1×	1.2k	9	0	0
20	Oct 15	View post on X	0.1×	1.1k	12	0	0
21	Oct 16	View post on X	0.1×	1k	8	0	0

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