@Angry_Staffer Look, Trump launched this war to initiate regime change. In November his critics will be shown that he achieved his goal. They just stupidly assumed he meant Iran!
English
Lawrence D. Loeb
14.2K posts
@jukan05 Sounds like someone from the outside creating/fanning discontent to take advantage of management’s opaque style.
English
This would be extremely interesting if true lol.
According to posts on Taiwan’s version of Blind, TSMC employees’ May bonuses have reportedly been cut.
Some people are even saying they should form a union and go on strike, like Samsung did.
SemiVision👁️👁️@semivision_tw
Rumors are spreading that TSMC may cut employee bonuses! Employees are furious, with some even threatening to “go on strike like Samsung.” TSMC, Taiwan’s “sacred mountain protecting the nation,” has long drawn public attention for its employee salaries, profit-sharing bonuses, and compensation packages. So far in 2026, TSMC’s stock performance has remained strong. However, in recent days, many employees in TSMC-related Facebook groups have claimed that the company may cut employee bonuses. The comment sections have been flooded with criticism, with some employees saying: “They change whatever they want, whenever they want — just like their internal management style. There is no credibility at all.” Another wrote: “Employees work under constant pressure every day, sacrificing their lives for the company, and now the company wants to cut employee bonuses to reward shareholders?”
English
@Midnight_Captl @tszzl Professionals? That describes most people not diving in to learn what it actually is - and even some of them!
I’ve seen people who claim to know about AI in one breath and saying that it’s all hype in the next because it is probabilistic and not determinative.
English
@tszzl The hardest part for most professionals is that AI changes so fast. You finally build an opinion about what the models can or can’t do, and then a few weeks later that opinion is already outdated.
English
@Midnight_Captl @canyoudugit8 @Jespabe First, I think it’s the baseball caps. They’re really cool. Second, the AMD cult has been like this for over 30 years. If they still have the postings, you could see the same nonsense on siliconinvestor.com from 1996. If it had been true then, AMD would be 10x NVDA today.
English
@canyoudugit8 @Jespabe Why are you so obsessed with me?
English
How $NVDA being down today and $AMD being up 5% today after this print makes me feel 💀
GIF
English
@jordymaui will there be another weekly claw? How are you doing with the updates? I’m still on 5.7 after a disastrous 5.5 update (12+ hours to repair). I’m also finding it losing context and becoming stupid as a result. Considering trying Hermes. What’s your experience?
English
@jordymaui I’m using Codex GPT-5.5 for most things. Maybe it’s because I’m using a windows machine, but it seems they keep adding features without first stabilizing what they have. I see a lot of people saying they’re giving up because of maintenance issues and going to Hermes.
English
@BenBajarin @phithetasigma So is the $20 bn stand alone Grace and stand alone Vera for fiscal ‘27? Is it Vera for fiscal ‘27 (effectively 3-6 months)? Some other combination/period?
English
@phithetasigma He gave us this lead at GTC in our QA so a few of us could see it coming.
English
On Nvidia’s CPU revenue guidance –
Most, if not all, the sell-side analysts I know of have assumed the $20B CPU revenue guidance to be 100% from Vera CPU standalone sales (not including Vera CPUs in Vera Rubin systems). Can’t fault them given how this figure was framed
I had to replay the Nvidia earnings call to confirm what was said about the CPU revenue number
1 - Excerpts from the prepared remarks by Nvidia CFO (Colette):
Building on the success of our Grace CPU, Vera is arriving just in time to meet this inflection. […]
Vera CPU opens a brand new $200 billion TAM for NVIDIA, a market we have never addressed before. And every major hyperscale and systems maker is partnering with us to get it deployed.
We have visibility to nearly $20 billion in total CPU revenue this year, setting us up to become the world leading CPU supplier.
2 - Excerpts from the Q&A section:
Vivek Arya (BofA Securities analyst): […] And then secondly, the $20 billion number that you gave, is that for standalone Vera CPUs, or is that kind of already included in that Vera as part of Vera Rubin?
Jensen Huang: The 20 billion is for standalone CPUs. And remember, we have Vera used in 3 ways. As a standalone - 4 ways. Let me just start with the one that you already know
The first way is Vera Rubin. And we will sell millions of Rubins and every two of them is connected to a Vera. And, of course, we price those too. And they are properly priced. And so that is the number one use case
The second use case is Vera standalone CPU
The third is Vera with CX9 and the software stack for storage. And then Vera in CX9 with the software stack for security and compute isolation and confidential computing
So, each one of those use cases is built on Vera
And my sense is that we will be supply constrained throughout the entire life of Vera Rubin. There are four different use cases of it. But, anyhow, the answer to your question is, the 20 billion is a standalone.
Nvidia CFO then went on a phone interview with Yahoo Finance yesterday morning – during which the interviewers zoomed in on the 20 billion number:
Q: When you talked about that 20 billion, is it the 20 billion as in the CPUs included with Vera Rubin, and then the standalone units as well, or is it the standalone on its own that is the 20 billion?
A: it is actually both. As you have seen, already with Grace Blackwell. Grace with it, we have had standalone. And we will see it along with those full systems as well. And then again, with Vera Rubin, we are going to see more of that as well
Here’s the interview link: finance.yahoo.com/news/nvidia-cf…
With this new update, it is going to be more challenging than before to project the potential bit demand for LPDDR (versus when assuming the $20B to be from 100% Vera CPU sales) given that we now have not only different sales configurations for Vera, but also the sales split between Grace and Vera CPUs, both of which have different ASPs
There are also two Grace CPU variants: Superchip (144 cores) and C1 (72 cores). Grace Superchip carries three LPDDR5X memory module options (240GB/480GB/960GB) whereas C1 has 120GB/240GB/480GB on-module memory options
One reasonable assumption is for Vera sales to begin in Q3 this year (as part of Vera Rubin systems) followed by standalone Vera sales ramp in 2027
Given that the $20B figure for this year is quite large, one can also assume that this is anchored by revenue booked from the sales of standalone Grace CPU servers being shipped to Meta
English
Just imagine being in the room with the Micron executives:
“I don’t know Steve, 81% gross margins seems pretty high.. aren’t our customers gonna be pissed?”
“Jerry. Let me frank with you. We don’t believe any of this AI shit. We need to MAX EXTRACT TODAY. Do you understand???”
“Uhhh yeah I guess Steve”
“Jerry, Jesus Christ, Jerry wake the hell up. This is our chance Jerry, our one and only chance out of this hell hole and onto a yacht in Majorca. The more Google calls me crying the more I just picture money stacking up to the sky. Do you see it too Jerry? The money stacking up to the sky??”
“I don’t know Steve. Don’t you think this is a bit much? Can’t we just keep margins at around 70%? Make enough money to get rich still…”
“Fuck that Jerry. You’re not thinking like one of them. If they swapped positions with us, they’d do the same thing to us in a heartbeat. It’s a cold cold world Jerry.”
“Okay Steve, I guess.. I’m going to drop this. I’ll call Google tomorrow and tell them we’re tripling prices again…”
English
@Aaronwei3n I don’t think all of this TPU/XPU/etc vs GPU is about second sourcing. I think a lot of it is scarcity of compute. That’s why A100s are still in production at high prices. Of course there’s demand for Maia - and any other PU that TSMC/Samsung/INTC makes.
English
@Therealtesp @Angry_Staffer The case was filed after the statutory date, so it would have been dismissed by a judge. Fortunately for Trump, the IRS (through the Treasury Department) and Justice Department report to him, so he had his employees negotiate a deal to his benefit.
English
@Angry_Staffer I'm sure "Trump's IRS" (as if there are two different ones) is legally or civilly liable, correct? This is something that has to be challenged by a court, and settled. Was it not settled? As I understand it (I don't hang on everything) there was a civil lawsuit, correct?
English
I didn’t have a GOP riot over Trump’s grifting fund on my bingo card.
Turns out there is a line. Who knew?
Jake Sherman@JakeSherman
🚨🚨BREAKING NEWS: THE SENATE will go home until June, leaving the reconciliation bill unfinished. THUNE just told senators in the room. All because of the DOJ weaponization fund. House is expected to follow suit soon. me and @AndrewDesiderio
English
@bradmillscan I’m still on 5.7 after a major recovery from 5.5. Waiting for a stable update. Let us know how it goes.
English
@Midnight_Captl @JonathanRoss321 There does seem to be a lot more discussion of agents and CPUs over the last few months for inference.
English
@LDLoeb I have questions. Idk if @JonathanRoss321 would push back on my assessment here
English
A couple of my key takeaways from the $NVDA call:
1) standalone CPU biz $20B thru the rest of the year is big, but not massive - still nice add
2) LPU rack is niche product compared to how it was described during GTC (IMO). I specifically asked Jonathan Ross about this and his response made me think it would be a broader use. Curious if there’s been a change in appetite bcuz of rise of agentic use (LPU can’t handle large models or context)?
If the Groq acquisition is going to end up being bigger than Mellanox, sounds like there will be quite the road to get there (it’s not bigger than Mellanox day 1 that’s for sure)
English
@GavinSBaker @bucketshopcap @patrick_oshag Were you on the siliconinvestor boards before XMas in ‘95? That was probably the last time most dialogue on stocks was civil.
English
@bucketshopcap @patrick_oshag I try really, really hard to be nice here on X and everywhere. Turns out the only thing that makes me lose control is a debate on scale-up networking topologies.
English
In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years.
He explains that means "racks in space" and thinks orbital compute will solve the watts shortage:
"When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is.
A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide.
It's racks in space. It has these solar wings that are probably 500 feet long on each side.
You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun.
And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade.
You link these racks using lasers traveling through vacuum which are already on every Starlink.
SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today.
I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts.
And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically.
In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth.
I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers.
It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."
Patrick OShaughnessy@patrick_oshag
This is my sixth conversation with @GavinSBaker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon
English
@danielnewmanUV I was in grad school that day. This is before the internet. It was wild.
English
$NVDA was an easy call if you are doing the real work and not just staring at charts or reading about 1929 or 1986 or 2008.
Channel checks and conversations with customers, partners, ecosystem, competitors.
That's the work we do.
If you talk to enterprises building with AI the entire revolution makes sense.
It is so early. Strap in. The show goes on. 🚀
English
@firstadopter Knicks had some rust to knock off. Glad they managed to do it before they lost. Biggest comeback since Willis, Clyde, Bradley, DeBusschere, and Barnett.
English
@BenjaminBadejo I didn’t see the Shavuot tie in. Is it in the App Store yet? I can’t seem to find it.
English
Few people will understand that this demo was about Shavuot. IYKYK! 🍰
Ben Badejo@BenjaminBadejo
VoiceClaw Realtime will be available in the App Store within hours. Thanks again to everyone who tested the final beta over the weekend. Here's just a tiny bit of what it can do, directly on your phone, and on your computer via OpenClaw, from anywhere.
English