⍼ John Nicholson ⍼

38.4K posts

⍼ John Nicholson ⍼ banner
⍼ John Nicholson ⍼

⍼ John Nicholson ⍼

@Lost_Signal

☁️ 💪 💾 , Contoso

Texas Katılım Ağustos 2010
2.4K Takip Edilen4.6K Takipçiler
Sabitlenmiş Tweet
⍼ John Nicholson ⍼
⍼ John Nicholson ⍼@Lost_Signal·
Think like an economist Talk like an accountant Act like a technologist @dineshsingh2004 That a decade ago I think burned into my brain somehow.
English
1
2
25
5.3K
⍼ John Nicholson ⍼ retweetledi
Max Weinbach
Max Weinbach@mweinbach·
I'm sorry but this super micro thing is awful but parts of it are genuinely hilarious They literally used a hair dryer to move serial numbers from real servers to dummy servers to throw in a warehouse and got caught on camera
Max Weinbach tweet mediaMax Weinbach tweet mediaMax Weinbach tweet media
English
99
440
5.7K
520.8K
kache
kache@yacineMTB·
its actually hilarious how much of singapore>china h100/h200 smuggling was an open secret
Kakashii@kakashiii111

Today, my work over the years received another validation. The DoJ, together with the FBI, announced charges against three executives of SuperMicro (SMCI) for Conspiracy to Violate the Export Control Reform Act. Since at least early 2024, SMCI's executives built a sophisticated, systematic scheme to illegally divert billions of dollars worth of high-performance AI servers containing restricted Nvidia GPUs to China, using a pass-through company in Southeast Asia to evade U.S. export controls. I was the first to call out this smuggling phenomenon in late 2023, when it was just beginning to pick up volume. I tracked the flow of chips across Southeast Asia, including their final destinations in China, and identified the key participants, SMCI among them, documenting how the sophisticated, systemic scheme operated. What the DoJ described in its charging documents is precisely what I wrote about numerous times: the mechanics of how it works, the routes the GPUs travel from origin to their final destination in China, and the volume of the smuggling, which I estimated at tens of billions of dollars worth of GPUs. SMCI is a significant catch, but it is far from the only player in this smuggling ecosystem. Others remain uncharged. What has been equally troubling is that many companies, including public companies and their executives, have had knowing or willful blindness to this phenomenon, looking the other way in order to hit sales targets and meet Wall Street estimates. Meanwhile, the smuggling network has evolved in parallel with one of the fastest datacenter buildouts in Southeast Asia, involving numerous subsidiaries, local companies, and datacenter operators who have absorbed every lesson from the smuggling playbook and are now working around the clock to build a datacenter empire across the SEA region.

English
5
1
108
8.1K
⍼ John Nicholson ⍼
⍼ John Nicholson ⍼@Lost_Signal·
@vZeroG I’ve got it in insanely aggressive on setting my default profiles to suppress most notifications so I can just enjoy life. The new ultra you also don’t have to charge daily. It’s just fine.
English
1
0
0
36
⍼ John Nicholson ⍼
⍼ John Nicholson ⍼@Lost_Signal·
@AthenaisdeMont @ryan_sw @grossdm If will always peg at $9 before the grid breaks for some time, and at that point people are doing unatrual stuff to cash in for a while before rolling black outs. Part of the point of having a statutory maximum that’s still incredibly generous, is to have a price signal wall
English
0
0
0
14
⍼ John Nicholson ⍼
⍼ John Nicholson ⍼@Lost_Signal·
@AthenaisdeMont @ryan_sw @grossdm Why do they “need to recharge?” The price *can’t go over $9 a KWH* in Texas, and at that point all stabilization available must commit. They could have profit taken at $1.6 but that’s far from the max, and once drained they could have waited till days later to recharge…
English
1
0
0
17
⍼ John Nicholson ⍼ retweetledi
Daniel Gross
Daniel Gross@grossdm·
Pretty astonishing. In Texas, between 10:00 am and 4:00 p.m., 80-90% of electricity comes from carbon free sources. And storage is already a significant contributor in the early morning and evening
Daniel Gross tweet media
English
140
670
3.4K
218.8K
⍼ John Nicholson ⍼
⍼ John Nicholson ⍼@Lost_Signal·
@1times1time @pat_hedger Why would I go in, I get free delivery if $10 1 hour delivery from multiple retail establishments. I’m going to have agentic AI based in my time horizon pit them against each other. @Walmart net Margin is sub 3% FFS.
⍼ John Nicholson ⍼ tweet media
English
0
0
0
36
Technical Patriot
Technical Patriot@1times1time·
@pat_hedger Dynamic pricing can be rigged such that if they have access to your data they can know why you’re coming in and jack up the price the moment you walk in. Think before you post Patrick.
English
8
0
95
5K
⍼ John Nicholson ⍼ retweetledi
Robert Anderson
Robert Anderson@ProfRobAnderson·
Any news article about pollution from plastic bags or other plastic products that does not point out that the US produces essentially zero per capita plastic pollution is ridiculously misleading. You can't even see the US here because it's basically on the x-axis. In a lot of countries, people literally just throw all their trash in the river. That's the plastic problem.
Robert Anderson tweet media
English
31
330
1.7K
72.1K
⍼ John Nicholson ⍼ retweetledi
Simon Mahan
Simon Mahan@SimonMahan·
The world is changing right in front of us and no one knows it. Texas is running its world-class economy on 70% renewables, right now. Gas is there if we need it, but for today, we can save the fuel for another day.
Simon Mahan tweet mediaSimon Mahan tweet media
English
83
346
2.5K
102.5K
Athénaïs
Athénaïs@AthenaisdeMont·
@ryan_sw @grossdm Not to mention that the battery storage didn’t show up until the crises was over after the storm. Turns out nobody wants to discharge their batteries at peak if they have to buy power to recharge at peak. Economics that the battery boosters never seem to consider.
English
1
0
0
184
⍼ John Nicholson ⍼ retweetledi
bizarro31415
bizarro31415@bizarro31415·
@MyVMUG Last Day at VMUG CONNECT Amsterdam Every day worth the visit👍 Excellent sessions ( not limited to 😀) @vali_cyber @Lost_Signal @DuncanYB Hope to to see you all again next year
bizarro31415 tweet media
English
0
3
6
221
⍼ John Nicholson ⍼
⍼ John Nicholson ⍼@Lost_Signal·
PVLANs are Gross. I've gotten them to work precisely once. Long live microseg.
English
2
0
9
383
Tyler Menzer
Tyler Menzer@Tyler_Menzer·
@harryh @davidsgamage @joshrauh Are you implying that courts would say it is illegal to tax anyone whose residency is in CA after 1/26, but moves before the law is passed? Also, who are you claiming is going to find it illegal?
English
2
0
0
63
Joshua Rauh
Joshua Rauh@joshrauh·
Let me review. You said your billionaire tax would raise $100B based on the Forbes California list. We then documented based on press reports that some key individuals have already left, implying a $67B ceiling. We adjust further best we can for estimated departures not yet reported and get ~$40B. We then account for lost income taxes (which you ignore), finding a net negative take. You pivot to calling us dishonest.
David Gamage@davidsgamage

Our response to the @joshrauh et al. revenues estimates of the California Billionaire Wealth Tax Act (CBTA) has now been posted: papers.ssrn.com/sol3/papers.cf… In short, their estimate relies on many false claims about CA law and the CBTA and is completely implausible and dishonest. 1/

English
17
119
1.5K
97K
Theseus
Theseus@Pooinmyloo·
@ReubenR80027912 Well 275k base is low but isn't too far off. Of course the tech vp also gets 1-3M stock vest per year though hah
English
5
0
19
8.6K
⍼ John Nicholson ⍼ retweetledi
Éros Brousson
Éros Brousson@erosbrousson·
AMERICAN INNOVATION: THE GARBAGE DISPOSAL 🤨🥸
English
103
317
2.2K
49.8K
⍼ John Nicholson ⍼
⍼ John Nicholson ⍼@Lost_Signal·
If your 10Gbps ports are saturated, you need to buy bigger switches and NICs. (or try to reduce the workload). That's the tweet.
English
0
0
6
211
⍼ John Nicholson ⍼
⍼ John Nicholson ⍼@Lost_Signal·
@vBertis Correction, ESA supports external key managers, and no, a key manager was never in the I/O path.
⍼ John Nicholson ⍼ tweet media
English
0
0
0
10