Derek Fulton
279 posts

Derek Fulton
@derekdfulton
Building a straight-shooting, no bullshit CPU cloud at https://t.co/bGdj1kHZjN. Prev @nvidia, Computational Biology @UniOfCambridge, Quantitative Biology @UNC





There's a lot of really exciting developments happening in decentralized AI training this year. Here's my take on why decentralized training is moving from "impossible" to "investable". 🧵👇


JUST IN: Nearly half of the U.S. data centers planned for 2026 are reportedly expected to be delayed or canceled.








the year is 2026. S3 buckets can have file systems mounted on them. object storage and file access are besties. the prophecy has been fulfilled. 🪣 🔮



New MacBook Neo With A19 Pro Chip and 12GB RAM Expected Next Year macrumors.com/2026/04/07/mac…

Prediction: Claude has massively taken the lead right now because they offer a better product, but that comes at a massive cost. Buyers have not realized that included in a Claude subscription is not enough tokens to get real work done and that overages will cost $400 to $1,000 per day per user. Anthropic will need to buy significantly more compute, but because they don't own their own data centers, the cost to serve will continue to go up. Spend will shift gradually and then quickly back to OpenAI, who can offer comparable models but at a much lower cost basis because they own their own data centers. Cost of inference will become the only competitive advantage making this market a race to the bottom. Apple or Google will buy or merge(!!!) with Anthropic.






Announcing Amazon S3 Files. The first and only cloud object store with fully-featured, high-performance file system access. Learn more here. go.aws/4tw17Zg


A really big S3 announcement - #S3 Files!! If you've ever had to copy data out of S3 just so a file-based tool could use it, you know the frustration. S3 Files lets you mount S3 buckets as file systems directly, no data duplication, no sync pipelines, no workarounds. Your data stays in S3 while apps access it natively. This looks really useful and a nice improvement over previous approaches like S3 Mount Point. AI agents, ML pipelines, and traditional file-based applications can all read and write to S3 as a file system without code changes. #aws #S3Files lckhd.eu/yt6Tz5








