⍼ John Nicholson ⍼
@Lost_Signal
Followers
5K
Following
27K
Media
6K
Statuses
37K
☁️ 💪 💾 , Contoso
Texas
Joined August 2010
Think like an economist Talk like an accountant Act like a technologist @dineshsingh2004 That a decade ago I think burned into my brain somehow.
1
2
22
There’s no longer a monopoly on training chips.
I can’t believe this was released before earnings. $GOOGL VP of Infrastructure and AI just said demand for their TPUs is massively oversubscribed and they’re turning customers away. 100% utilization of 7 year old TPUs. I’m predicting a massive beat when they announce earnings
0
0
0
$GOOGL TPUs are sold out! 7 and 6-year-old TPUs have 100% utilization rates right now from $GOOGL's VP and GM of AI and Infrastructure.
23
75
838
Trying to create a new account for the VSAN Sizer? https://t.co/5Yks67Ycmx is the page your looking for.
0
0
0
This was a throughly annoying election. Didn’t vote for a single person.
0
0
0
Data centers in orbit? Of course that’s your contention. Of course it is. You just finished watching a Scott Manley video on radiative heat transfer and now you think you’re gonna disrupt AWS with a few solar panels and a rideshare slot. You’re gonna believe that right up until
379
646
8K
I’m fairly certain one of their competitors uses sagemaker to do this.
Amazon has not fully embraced AI even in a basic way. How do I know? I bought a Halloween costume that required obscure 18650 batteries and a simple “did you forget?” prompt run after checkout would just unlock untold revenue and happier customers if I could have just bought
0
0
1
Was at a startup networking event in Europe last night The innovation and energy was off the charts Just a few of the revolutionary ideas that were pitched: "Uber but for the Estonia market" "Airbnb but for locally-owned rentals in Italy" "Google but GDPR-compliant" The
70
66
2K
The story gets stranger... Apparently I was never able to use the 🇪🇺 EU's GPUs in the first place Because I wasn't on their pre-approved organization list of "Horizon 2020" So how can you join the Horizon 2020 list as an organization? Well, you can't. It was made in 2014 and
128
346
6K
In the Age of Mamdani & Bernie, it’s in vogue again to attack capitalism & success. But it is precisely this system of incentives & freedom that has done more to lift the world from darkness, despair, & poverty than any other system ever devised by humans. 🇺🇸🚀🤍
68
116
981
Today, we announced that we plan to expand our use of Google TPUs, securing approximately one million TPUs and more than a gigawatt of capacity in 2026.
12
51
2K
Meanwhile in enterprise software… “Can I get us to add an extra GB of ram to this service!” “Engineering that’s outside our default budget, we’ll need architectural review, 14 signatures to fix”
0
0
5
It will generate nearly $10B in revenue for Broadcom
0
0
1
write software like a firmware engineer and all will be easier - no dynamic memory (i literally don't even know how to use malloc) - no recursion (i literally don't even know how to traverse a binary tree) - no threading (i write everything in one big comfy loop)
48
43
1K
The most reliable way to detect a datacenter, host or WAN failure is to look for the ABSENCE of syslog messages for x minutes on an ESXi host. To hell with poll based monitoring, I want to watch the simple absence of a streaming pile of events thrown at my syslog server.
So we’re supposed to trust the triangle company because *check notes* a third party IoT mattress was a more reliable way to page the CEO for a massive outage than their own internal alarms & metrics. Did I get that right?
0
0
4
"More importantly, Marvell’s actual share could be far below 60%, and the company lacks a clear ASIC project pipeline beyond Trainium 3. In optics, the 800G upgrade cycle could lift 2026 revenue by 21% to around $3.8 billion, but Barclays’ research at the European Conference on
AI Industry Chain Earnings Season Preview: Barclays: Good News May Be Priced In. Focus on “NVIDIA, Broadcom, AMD” Barclays released its latest report ahead of the U.S. semiconductor Q3 earnings season, making a major adjustment to its investment strategy for the AI industry
6
12
117
I went to a phò place last week that served me with the spoon on the right. I really wanted to ask some Houston friends for some quality Viet profanity.
1
0
4
1969: we can send people to the moon with 4kb of ram 2025: a cloud outage means my smart bed won’t cool down
154
4K
65K
Here is my patented universal post incident review, all you ever need
53
644
6K
Grok 4, likely the largest publicly released model ever trained, required less water than a square mile of farmland uses in a year "Exaggerated" doesn't even begin to describe how unfounded the AI water usage concerns are
685
586
9K
Amazon stock is up 1% as they successfully take down half the internet.
390
514
19K