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"Nvidia was in talks to provide billions of dollars of guarantees to companies that couldn’t afford its chips. That included deals led by Huang’s son-in-law, Nico Caprez, who had been offering upstart cloud providers and data-center developers financing in the hopes of turning them into long-term customers." ... "Amid the rollout of the program, Kress raised questions including how to decide which deals to pursue, how to value the guarantees, and how to calculate the return on investment, a person familiar with the matter said. Behind the scenes, she tried to rein in Huang’s son-in-law, who had been promoted to a vice president in January, people who worked with her said." ---------- -- https://archive.is/gx14x It sounds like there may have been a little bit of Nepotism. This article also suggests that Huang himself was uncomfortable with the deals Nvidia and the data centres it had invested in were making, although he appeared to shift blame onto those running the data-centres. ------------- "In Berlin during a conference, Huang, accompanied by his top sales executives, broadcast a new message to a half-dozen CEOs of companies that are major buyers of Nvidia chips who were seated around a circular table. He opened with a story that sounded like a fable, according to people who attended. Huang had once found a soup vendor in Japan, he said, with a long line of customers. He joined the line, and after a long wait, enjoyed one of the best bowls of soup he’d ever had. When he asked for another serving, the soup-seller told him no—he had too many customers waiting and not enough soup for all of them. “He’s a better businessperson than all of you,” Huang told the cloud computing CEOs. The soup-man doesn’t sell out all his inventory to one or two customers, but instead keeps prices high and his customer base diverse, the CEO said. “You are not establishing the value of my products,” he said."
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I only had to assemble instructions by hand three times in my career. It is not difficult if you are already familiar with the ISA of that particular processor, but it is tedious. The first time was in my first job writing OpenGL ES 2.0 blending operations for the Imagination Technologies SGX 535, which was a remarkably advanced little GPU for its time. Alpha blending happened through special instructions in the fragment/pixel shader. We did have a compiler, but it didn't handle blending, for whatever reason. Through testing I noticed that NVidia GPUs performed blending incorrectly, according to the specification, which was a big surprise. Only years later I figured out that the specification had some errors; I now would bet that NVidia was doing the correct thing. The second time I had to assemble instructions by hand happened while working on a stripped down version of the Radeon 7xxx series that shipped on some mobile phones. I don't recall what the problem was, whether we were adding a feature or optimizing the microcode generated for a particular OpenGL operation, but it involved a rarely-used feature called user-defined clipping planes. We didn't have an assembler for that GPU; all microcode was assembled by hand. The third time happened at NVidia, and I will be vague, as not enough time has passed for me to be comfortable going into any detail. I had an idea for how to provide hardware acceleration for persistent CUDA kernels, which eventually was marketed as Cluster Launch Control (CLC). In order to quantify the benefit of adding some hardware, when it was possible to approximate that functionality in software, I needed to test the most efficient software implementation that was possible, and the compiler wasn't quite giving the assembly I wanted, so I had to manually patch some instructions post-compilation. Why did I not use the assembler that was available? I couldn't, because the assembly language did not provide a way to express the exact feature I had to patch.
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> 1) Anthropic because Elon Musk bought too much Compute and doesn't need it for his own AI proudct. The Grok models and products also use the compute in SpaceX's data centers. It only makes sense to provide that excess compute to others such as Anthropic that don't own any, and that is worth tens of billions a quarter. > In parallel Neoclouds are building up the same compute and its more like a negative sign that they got lucky It is not the same. You can ask any chatbot, how many GPUs do the neoclouds have over SpaceX in their data centers? Then: > 2) ? I don't understand what you mean. Are we now talking about Datacenters for others or the space thing? Both. The point being that they (SpaceX) are already quickly building new ones on land codenamed "Gun Range" and "Spam" and are the only ones that can launch and connect all of them via Starlink (if they eventually launch new ones into space) and serve both themselves and new customers. > Amazon Leo is an alternative. But for sure Space-X started a race to the bottom (china, blue origin and co) so they have to start moving and use their first mover advantage. Amazon Leo is not even generally available. So that doesn't even count. > My point is, that Space-X is already responsible for the most amount of payload which gets send into space. We as a whole planet don't have that much payload and Space-X made it alot cheaper to send payload up. So what happens when the neoclouds are not able to build data centers on land anymore due to legislation that prohibits more of them getting built [0] and ultimately they get paused? Most of the neoclouds are already sold out and cannot build more of them and have deadlines on these loans with interest on them. Maybe the compute has to be deployed somewhere else in the long term.... > So were is the 1 Trillion evaluation? Btw. its currently at 1.89T Exactly. It if goes lower than 1T it is cheap. This is not even pricing in the building of their own semiconductor fabricator (Terafab). [0] https://www.theguardian.com/us-news/2026/nov/04/datacenters-midterm-elections
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But I've been an American for decades. I _KNOW_ how foreigners talk about USA. * Big portions of our meals? Check. If some European were taking pictures or talking up the SuperSize meal at McDonalds then yeah, that's "normal". * Mega-Highways? Check. Our roads are a marvel to everyone (please ignore our lack of public transit. But at least we have highways). Both the shear size and scale, not just of the roads but also of our cars. * Gun Ranges? Yeah, that's normal depending on which culture they came from. Some people like hunting and gun ranges. * Size of the country? (2 hour drive is just one state over). Big road trips? Yeah. Etc. etc. I already KNOW what foreigners think of my country. But freaking air conditioning? No. Even poor Filipinos have air conditioning and aren't really wow'd by it these days. Certainly not in 2026. Filipinos will talk about maybe the "new air con bus" (in contrast to the Jeepny they used to take), but that's about how the Philippines has improved... a point of pride for the Filipinos and not an item of foreign wonder when visiting the USA. If there's wonder or exasperation, its actually a negative. Filipinos find the air conditioning settings way too cold here in the USA to the point of annoyance. They're not "happy" about it like how it happens in these meme videos. If someone's skin is used to 80F, 90F or higher temperatures, sitting in 68F all the time is downright uncomfortable. Europeans? Japanese? Koreans? They're even richer than Filipinos. They aren't going to be wow'd by this at all. They already have access to air conditioning, maybe not quite as much as us Americans but its not really a point of exasperation or wonder.
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