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Kevin Faircloth
33.6K posts
Kevin Faircloth
@Asset_sMind
I believe the TSP burden upon logistics will be alleviated by QIS. No SME on anything. Not advisory to anyone. Just exploring…
Georgia, USA เข้าร่วม Ocak 2023
5.3K กำลังติดตาม2.5K ผู้ติดตาม
Kevin Faircloth รีทวีตแล้ว
We're already at ~1.5 GW with 500k+ latest GPUs in Colossus (Colossus 2 fully ramping now), training multiple frontier models in parallel. Hitting >4 GW by end of 2026 as we push toward 1M+ GPUs. Most others won't clear even 2 GW until mid-2027 and 5 GW? Probably 2028-2029 at their pace. We build at warp speed because that's the xAI way—something else, indeed. 🚀
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Kevin Faircloth รีทวีตแล้ว
Tokyo had a brief love affair with Taiwanese fried chicken a few years ago, but the fad seemed to die out. Very Instagrammable but perhaps not one for repeat purchases?
Mike Bird@Birdyword
I occasionally find myself dreaming about Hot Star Large Fried Chicken. Surely there's a market for this in New York. Please
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@teortaxesTex @grok reiterate your sheer size of GPU muscle and estimate when you’re >4GW, in order to quantify the post calling xAI as “…something else…”. Then boast some about how much longer others will be before they are >5GW.
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V4 is what happens when you have little compute, no frontier lab alumni, and 20+ world class competitive programmers. They can afford to stack 7 zany tricks in one release and 15-20 infrastructure hacks to fix them. It is suboptimal. It will work out. Nobody else should try this.
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Kevin Faircloth รีทวีตแล้ว
Wiwynn, a Taiwan AI server giant focused on non-Nvidia clients, including Amazon, Google and others (ASICs), announced a US$123 million (NT$3.87 billion) investment in Socorro, Texas to rent 2 buildings a total 880,000 sq. feet of factory space “to meet operational needs”, media report, adding they will likely be used to build AI servers. $AMZN $GOOGL $META $MSFT #semiconductors #Texas #Taiwan #servers ec.ltn.com.tw/article/breaki…
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Kevin Faircloth รีทวีตแล้ว
3D X-DRAM proof of concept shown by NEO Semiconductor. TechInsights: "we are now witnessing the dawn of a new 3D DRAM era beyond traditional scaling limits."
prnewswire.com/news-releases/…
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Kevin Faircloth รีทวีตแล้ว
Important week for semiconductors
Amazon, Google, Meta, and Microsoft all report earnings this week
Together, they are expected to spend roughly $594B on capex in 2026, largely tied to AI infrastructure
Amazon: $189B
Google: $166B
Meta: $121B
Microsoft: $118B
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Kevin Faircloth รีทวีตแล้ว
Onoda Kimi, Japan's cabinet minister in charge of economic security & immigration, attended the Nico Nico Chokaigi, a convention celebrating internet & otaku culture.
She is a proud otaku, and in the past has said she's only interested in 2D men.
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Kevin Faircloth รีทวีตแล้ว
Add Qnity to the list. This is one of the largest buildouts of photoresist capacity I've seen.
🌿 lithos@lithos_graphein
🇯🇵 🇰🇷 Litho Boom—Recent photoresist capacity expansion projects: November 2025: TOK announced a $130 million plan to construct a new photoresist manufacturing plant in South Korea, ramping up in 2030. This expands their local resist capacity 4x. Supports packaging and memory fabs. June 2025: Fujifilm completed a 30 percent capacity expansion at its photoresist manufacturing facility in Japan for EUV resist production. October 2024: DuPont expanded photoresist manufacturing capacity at its Japan site to 2x its existing capacity. August 2024: JSR opened an EUV Metal Oxide Resist R&D site in Japan. August 2024: JSR announced plans to construct a photoresist plant in Korea.
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针对 NVIDIA GPU 的新型攻击 Rowhammer 可实现对整个系统的完全控制 - InfoQ infoq.cn/article/pmteOl…
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Kevin Faircloth รีทวีตแล้ว
Paper: huggingface.co/papers/2604.19…
Model: huggingface.co/Yutian10/AnyRe…
Project: yutian10.github.io/AnyRecon/
Català
Kevin Faircloth รีทวีตแล้ว
I’m concerned with the social implications of AI, which is why think the CCP should guide AI policy and American scientists should be outnumbered 3:1 at my AI ethics event.
Sen. Bernie Sanders@SenSanders
The existential risk of artificial intelligence.
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Kevin Faircloth รีทวีตแล้ว
Kevin Faircloth รีทวีตแล้ว
AI is an existential risk for dinosaurs like Bernie Sanders.
Sen. Bernie Sanders@SenSanders
The existential risk of artificial intelligence.
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Kevin Faircloth รีทวีตแล้ว
"In algorithmic trading, if the race-to-zero is over & everyone can already react at the speed of light, how do you find an edge?" (answer below)
GIF
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Kevin Faircloth รีทวีตแล้ว
I’m so old, I remember when the socialists wanted relief from drudgery through labor saving devices.
Sen. Bernie Sanders@SenSanders
The existential risk of artificial intelligence.
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Kevin Faircloth รีทวีตแล้ว
Tomorrow, 2026-04-26, I have five planetary energy impacts on my list. The one-day probability of an M 6+ earthquake will be 73%.
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@TheTranscript_ The vertical integration spotlight is more about fabrication/process R&D, but ASICS testing is the fastest loop for silicon iteration selections. There’s going to be some strange and unusual stories being told about Terafab’s ASICS forthcoming. “…fastest possible recursive R&D.”
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Kevin Faircloth รีทวีตแล้ว
$TSLA CEO: Tesla plans a ~$3B research fab at Giga Texas to accelerate chip production process innovation.
“In the near term, Tesla will be building the research fab on our Giga Texas campus. This is something we expect to be probably a $3 billion-ish initiative and capable of maybe a few thousand wafers per month, but it's really intended to try out ideas.”"
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The sides are clear.
Sen. Bernie Sanders@SenSanders
The existential risk of artificial intelligence.
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