YT Commenter 2015

BREAKING: The Trade Desk, $TTD, falls over -20% after posting weaker than expected earnings. The stock is now down -85% since December 2024 in a historic corporate collapse.

I made a zine about why AI sucks I thought people might enjoy looking at it

Yikes. “Opposition is so intense, the poll found, that more Americans would rather live near a nuclear power plant than a data center.”

It takes an average of $54,000,000 to create one permanent job in a U.S. data center.

not a super clean report, but looks like Anthropic has reached ~$45B run rate one month after reaching $30B. this is a continuation of the tripling per quarter/~100x annualized growth rate they've seen this year.

🦔A Cast AI analysis of roughly 23,000 Kubernetes clusters found average GPU utilization across enterprises sits at 5%, meaning 95% of provisioned GPU capacity is idle. CPU utilization averages 8% and memory 20%. Companies are overprovisioning out of fear of missing allocations rather than sustained demand. The CEO of Cast AI described it plainly: companies are overbuying GPUs out of fear of missing out. My Take Last night Meta, Amazon, Microsoft, and Alphabet all reported earnings beating expectations while simultaneously raising AI infrastructure spend. Meta alone raised its 2026 capex guidance to $125-145 billion. GPU spot prices are up 48% in two months. CoreWeave raised rates 20%. The narrative driving all of that is insatiable AI demand that companies cannot afford to miss. Against that backdrop, 95% of provisioned enterprise GPU capacity sitting idle is a figure I find genuinely difficult to square with the shortage narrative. The price increases and multi-year infrastructure commitments are being driven by demand signals from companies that purchased GPUs on the same fear-of-missing-out logic and are now leaving 95% of that capacity unused. Companies are paying for GPUs they aren't running while bidding up the price of GPUs they claim they urgently need. The hyperscalers booking record backlogs last night are counting commitments from the same enterprises sitting on idle infrastructure, which is a different thing from collected revenue, and the distinction is important when the bill for all of it eventually comes due. Hedgie🤗

Jensen: "this all happened in the last several months. AI in the last several months became useful. That’s the big idea" "GPU consumption is going through the roof. Even GPUs we sold four or five years ago now are rising in price faster than good wine." $NVDA