xadhominemx | 12 days ago | on: CXMT has been offering DDR4 chips at about half the prevailing market rate
AI slop article
xadhominemx's comments
xadhominemx | 12 days ago | on: CXMT has been offering DDR4 chips at about half the prevailing market rate
Yes of course. Looking at the share prices of their suppliers— ASML, Lam Research, Applied Materials, etc.
xadhominemx | 12 days ago | on: CXMT has been offering DDR4 chips at about half the prevailing market rate
Yes of course their messaging to customers and the investment community is that they will be rational and measured in their investments. In reality, they are adding capacity as quickly as possible as margins are too high. However, capacity addition leading edge semiconductor manufacturing has a multi-year lead time.
xadhominemx | 12 days ago | on: CXMT has been offering DDR4 chips at about half the prevailing market rate
Everyone is completely sold out and adding capacity as quickly as possible.
xadhominemx | 12 days ago | on: CXMT has been offering DDR4 chips at about half the prevailing market rate
CXMT sells the vast majority of their bits at the prevailing market rate, just like everyone else. They are adding capacity as quickly as they can, with a 5-10 year planning horizon, just like everyone else. It’s really not that deep!
xadhominemx | 12 days ago | on: CXMT has been offering DDR4 chips at about half the prevailing market rate
No one sold their capacity to OpenAI. The vast majority of DRAM is transacted in what is essentially a quarterly auction.
xadhominemx | 1 month ago | on: US will ban Wall Street investors from buying single-family homes
Nonsense. Do you think these landlords intentionally overpaid for the properties? They are sophisticated entities who like to pay at or below fair value.
xadhominemx | 2 months ago | on: As AI gobbles up chips, prices for devices may rise
That 1/3rd is almost all small time flippers who renovate properties before resale.
xadhominemx | 2 months ago | on: As AI gobbles up chips, prices for devices may rise
You are wrong. Memory production is being expanded in 2026 and will expand further in 2027 and 2028 as the memory suppliers catch up on fab shell capacity.
xadhominemx | 2 months ago | on: As AI gobbles up chips, prices for devices may rise
AI consumes about 30% of DRAM wafers. PE owns about .5% of single family homes.
xadhominemx | 2 months ago | on: DeepSeek uses banned Nvidia chips for AI model, report says
China has promised to wage war and forcibly subjugate Taiwan, a democratic ally and critical trade partner. If China backed off Taiwan for a few decades, I think the US would drop export controls.
xadhominemx | 2 months ago | on: DeepSeek uses banned Nvidia chips for AI model, report says
You should really seek to actually understand an issue before you comment so arrogantly.
US authorities are ok with Chinese companies accessing GPUs in overseas DCs because those DCs will still be subject any US export controls. Right now, we don’t really care if Chinese companies are building tier-2 LLMs on US gear. If China invades Taiwan or frontier models approach AGI, we will shut down those Malaysian and Thai data centers overnight.
xadhominemx | 3 months ago | on: People keep flocking to Linux, not just to escape Windows
Feels at least an order of magnitude too high!
xadhominemx | 3 months ago | on: Anthropic’s paper smells like bullshit
Not really a relevant issue or concern for a nation state backed hack…
xadhominemx | 3 months ago | on: Cerebras Code now supports GLM 4.6 at 1000 tokens/sec
$600 per year is a trivial cost for a professional tool
xadhominemx | 3 months ago | on: Cerebras Code now supports GLM 4.6 at 1000 tokens/sec
It’s because the model weights and KV cache are stored in SRAM. It’s extremely expensive per token.
xadhominemx | 4 months ago | on: Alibaba Cloud says it cut Nvidia AI GPU use by 82% with new pooling system
The Chinese definitely want their own frontier model. There is an enormous national effort behind building up the semiconductor manufacturing, data center infrastructure, and networking technologies required to compete with US frontier models. Because of the export controls, the semiconductor fab capacity required for the Chinese frontier models is at least 5x larger than the TSMC/Hynix capacity.
xadhominemx | 4 months ago | on: Alibaba Cloud says it cut Nvidia AI GPU use by 82% with new pooling system
No, we have certainly slowed down their progress in AI with export controls on GPUs and upstream. China would have better AI models but for those export controls.
xadhominemx | 4 months ago | on: Alibaba Cloud says it cut Nvidia AI GPU use by 82% with new pooling system
There are workarounds and paths forward, but they are definitely being slowed down. I know a lot about this topic.
xadhominemx | 4 months ago | on: Today is when the Amazon brain drain sent AWS down the spout
That’s just because they spun off all the high quality companies (Agilent, Keysight, Verigy, Avago). The PC server and consumer print business have always been commodity product.
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