RelativelySmart

Jensen just corrected himself on stage at GTC 2026. NVIDIA's GB300 NVL72 isn't 30x better than Hopper. It's 50x. 🔥 Here's what this chart actually means: → LEFT CHART: "Tokens per Watt" measures how much AI output a data center generates per unit of power. GB300 NVL72 hits 8.5M tokens/sec/MW vs Hopper's ~170K. That's 50x more revenue per watt for AI factories. → RIGHT CHART: "Token Cost" shows what providers pay per million tokens. GB300 NVL72 drops to $0.06/M tokens on DeepSeek R1. H200 sits at $4.00+ at the same speed. That's 35x cheaper inference. → The X axis "Interactivity (TPS/User)" = tokens per second per user. Higher means faster responses. The GB300 dominates at every speed level. → "Competition" (the gray line) includes AMD and custom silicon. They flatline while NVIDIA's curve explodes upward. Source: SemiAnalysis InferenceX v2 benchmarks running DeepSeek R1 0528 at FP4 precision across nearly 1,000 GPUs Why this matters: AI inference costs have dropped 1,000x in 3 years. The GB300 accelerates that collapse further. Every AI app, every chatbot, every agent just got dramatically cheaper to run. This is why Jensen calls it the "Inference King." The data backs him up. #DumbEinstein #NVIDIA #GTC2026 #AIInfrastructure #Blackwell

@ns123abc Borderline treason, if it's not they should codify that it is.

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

@HighyieldHarry Worst character on the show....zooobie zooo

Finishing up Mad Men. What does everyone think of Megan Draper? I’m extremely conflicted.

@TheNameofWar Not F ing around crew right here

Delta Force in the early 1980's

@TheGolfDivoTee Pimps

It was Ben Hogan who came up with the idea of having a Champions Dinner at the Masters - Here's his invitation letter to Cliff Roberts in 1952 and also a photograph of the nine champions who attended the inaugural event along with Bobby Jones and Roberts.

@israelnewspulse @Grok is this legit?

ELIMINATED: Mojtaba Khamenei was in a coma at Loghman Hospital and is now dead.

Incredible new vibe coding tool Stitch from @Google can throw together a landing page in literally seconds. Google appears to be slowly streamlining their various AI offerings into Google AI Studio. It always amazes me how many Google features get little to no marketing.

Github repo of the day

@FurkanGozukara Cruise missiles and majority of US missiles have had terrain mapping and celestial navigation since the 70s

This is insane. The new $35k drone has the exact same optical terrain-scanning tech as a $2.5M Tomahawk missile. If GPS is jammed, it literally looks at the ground to navigate. The era of multi-million dollar missiles is over.

@devahaz Crickets

Elon, Andreesen, Sacks, Ackman, Chamath, Vivek, on and on, I remember when for all these guys it was critical to elect Trump because our national debt was a crisis and existential threat to the future of America only he would tackle. Don’t hear so much about that anymore.

@TourSwingsTommy Seagull!

Charley Hoffman definitely is a top 5 favorite swing for me. Big fan of the three-quarter sawed off action. Netted 36 million over his career. Not bad…

@Degen_CPA Can’t even walk down the street without women whistling & catcalling. Bunch of rubbernecks

The amount of woman in NYC is becoming overbearing and its hitting a point where its a negative. Women outnumber men 65-35 in NYC, I cant go to the grocery store without being stared at, they come up and touch me without permission. Its violating, i dont consent to any of this. Bars are even worse, I just want to chill and drink with my boys, but its impossible, theres just not enough guys to go around. Girls will constantly try to butt into our conversations, offer to buy us drinks, get sexual right away. None of this is wanted. Go away. Just leave us alone you heathens.

@PeterRHann1 @Degen_CPA @grok Can’t even walk down the street without women whistling and catcalling

@Degen_CPA @grok, is this true?

@chadmumm An Amateur winning the US Open would be absolutely legendary and would be referred to for hundreds of years (if society still exists)

We were debating this last night... as a golf fan, what would be the coolest thing to happen? 1. Jordan Spieth comeback Masters win 2. An amateur wins the US Open 3. Walk-off, hole-out eagle to win a major

@Top100Rick Incredible how the Masters app and website really raises the bar every year on what features can be offered. Top notch enginnering team over there who ever is running it.

Why is it that the Masters can do everything better than the billion dollar PGA Tour? The power of a benevolent dictator. Augusta and by proxy the Masters is run by the Chairman. They have committees, but he has the ultimate say. The players get no real say. The advertisers support 100%. The Tours have no say, in fact they have effectively zero power against Augusta. So ANGC can simply make the best product in the world and cut through all the bullcrap. Yes money helps, but as we have learned from government, infinite money isn’t enough if incompetence and bureaucracy and corruption runs the show. The PGA Tour has been filled with that. (Seems to be getting better with the new boss.) 19 days!

@HighyieldHarry I would love to see some first round #1 knockouts

Embarrassing. Duke is losing to the Italian medieval city of Siena.

@Austen Agree it’s head scrartching that it’s crickets when they drop something. You would think with a seemingly huge marketing budget they would have better rollouts.

Honestly Google sucks at marketing its AI products. Gemini and family are dramatically underhyped for how good the models are. Partially because they don’t have a charismatic leader, partially because they’re buried in 18 layers of confusingly named Google enterprise bloatware.

@syedmohdmurtaza Let me know when they knock one down ill be waiting

Hitting F-35 during a combat mission over Iran is going to change many things for this stealth aircraft. IRST lock gave heat detection range of F-35. It showed at which speed & altitudes, the stealth coatings failed against infrared sensors. F-35's infrared fingerprint is a priceless record for Iran now. This would be transferred to friendly countries. It will help in developing sensors to identify & target it. After 19th March 2026, the pilots of F-35 will fly defensively. This will degrade their effectiveness. They are no more invisible.

Only up 400% today so far!

Check out ticker symbol VCX which had a direct listing today. Great way to get exposure to Anthropic, OpenAI, Anduril, SpaceX and Databricks. All Of these private companies may IPO in the next 12-24 months.