• 0 Posts
  • 270 Comments
Joined 3 months ago
cake
Cake day: March 7th, 2026

help-circle


  • If you wan to know if a bubble pop just look at the fundamentals. Yes, I know, especially during bubbles people tell you that fundamentals don’t matter but they always win in the end. The thing is that you cannot bet on them because the market can always stay longer irrational than you can stay liquid. Eventually however it always corrects on the fundamentals again. Those can change of course over time but looking at the insane amounts of money flowing into data centers with no possible way of recovering that cost, I think the picture is clear. We also have wonderful highly circular money flows that to a large extend do not even exist but are all taken for full.

    The only question is when it implodes. Within a year, within three? Who knows.


  • The numbers in that article just make no sense and the headline is just straight nonsense. Cooling does not reduce the power demand by the GPU in any way at all, they can at best reduce the energy that goes into cooling. For their worst case comparison to a traditional air cooling they report an overhead of 55% related to GPU wattage. Even if you reduce cooling energy demand by 100%, that is a reduction of combined GPU and cooling wattage by about 33%. But the whole equation is nonsense. Modern high performance server GPUs are not air cooled, they are already liquid cooled. There is an improvement towards existing liquid cooling systerms according to the researchers claims but the improvement is 32% better cooling performance and 68% less pressure drop. So if that can be fully translated we are talking about a reduction of cooling energy demand by 80%. Impressive but calculating back, the article claims that the new system would have only a cooling overhead of 1.1% (instead of those 55% with air cooling), so the traditional liquid cooling would be then ~6% (5-times higher).

    So that is an energy reduction of GPU-wattage+cooling wattage of 4-5%, not 90%













  • The US has more than caught up though. The US regime is currently working on establishing a DNA databank of all political opponents it can artest under unlwaful conditions, during lawful protests for example, long enough to get the samples, feeding everything into one huge database with all the other legally and illegally aquired data. When the time comes they’ll have already a list of everyone who has to disappear, like the Gestapo in Austria during Anschluss.




  • That is right, it is a tool. But how useful will it be as a tool once it will be sold by token at real costs, where every mistake that tool makes costs money and we are talking here maybe about 10 times higher costs than people currently pay for Claude, at the minimum.

    Add to that the question how the use of LLMs affects the career pipeline from junior dev to senior dev.

    There not so many tool analogies where the tool is especially good at making things look good, even if they aren’t when you dig deeper.