Note to self: inverse this guy's next banbet

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Partly true, but note: you can have more demand AND thinner margins at the same time. In fact, they often coincide. So yes, total demand for Nvidia GPUs could meet expectations. The question is whether the current margins are sustainable.

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Yes. But the more third parties use TPUs, the more their surrounding software ecosystem would develop. Also note that GPUs are much more versatile. But TPUs are great at what most LLMs need now.

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You'll be a billionaire in no time! keep it up buddy! Also on a side note, no crying in the casino

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Hope you guys bought the lows, looks like 8.5% is all we’re getting on the Nasdaq based off of those EOD closes. On a side note QT officially ends 12/1, I expect QE to begin shortly after.

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Back in my black friday Target would give you 3 hit xbox 360 games and a handjob for $30. Today they want $70 for 1 switch game and for me to handwrite a thank you note to nintendo.

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Note: he worked at Intel most of his life until 2004 when he jumped to TSMC. Why didn’t the US raid him then? Because simply moving to a competitor doesn’t amount to anything. He likely lives in California where non competes are illegal as well. He might know about N2 and A16 but it doesn’t matter. Intel is coming out with 18A within a month and 14A in two years, development has been ongoing for the last 4+ years. Do people think Intel is going to scrap their entire process flow to suddenly try to copy N2? From front to end these are thousands of step, with each step having different recipes and home baked intricacies. It would take years to even “steal” and copy N2/A16.

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Shutup quentin. If you're a young man living in the middle suburbans and you've got working parents and had access to silk road that shits a documentary. Note it was made in 2012, the golden age of the research chemical. We all worship it

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The hilarious on the nose satire is that it's a post made with AI (note: this is NOT irony)

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Note to self: If you are not sure what stocks to hold overnight.. buy GOOG

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