ai-infrastructure The Longest Life in Compute Nvidia lined up half a trillion dollars of financing against its own chips and told bond buyers that CUDA extends the useful life of the hardware. I think this is going to
ai Painted Seams Apple raised Mac and iPad prices up to 25% this month and the machines did not change. The AI buildout requisitioned the world's memory the way 1942 requisitioned silk for parachutes, and this time there is no ration coupon, just a bigger price.
ai-infrastructure The ASIC Unbundling Inference is two-thirds of all AI compute. Almost all of it still runs on chips designed for training. The market is finally noticing the mismatch.
