then you switch provider, it's not a monopoly
The upfront cost of facility is ~30%, network infra 10-15%, land/utilities is small percentage, power could be significant for an AI DC. The servers are ~50-60% only.
They are building new datacenters for the AI demand, so around half of this CAPEX is not for the GPU-s, and those will not be replaced every 3-5 years. Also, TPUv2 was introduced in 2018, and still not completely…
This is a good chart that shows historical CAPEX spending. Hyperscalers have been through a couple CAPEX cycles like this, they all know what they are doing.…
Why would they go into price war when they are compute constrained?
try to add it here: https://gemini.google.com/saved-info
Idk how an AWS region would respond to a power outage, but i have tested this in AWS Outpost, and there, if you power down a rack, then power it back again, the baremetal instances will not be recreated. (I was…
I would have benchmarked with an instance that has local nvme, like c8gd.4xlarge.
I'm 100% sure that all providers are playing with the quantization, kv cache and other parameters of the models to be able to serve the demand. One of the biggest advantage of running a local model is that you get…
Yesterday GPT 5.2 wrote a python function for me that had the import in the middle of the code, for no reason. (It was a simple import of requests module in a REST client...) Claude I agree is a lot better for…
You don't need hundreds of services. Give me virtual machines, reliable block storage, file storage and object storage, networking, dns, managed kubernetes, and it will cover the majority of workloads in Europe that run…
Sure, EBS or any network-attached storage is expected to be a lot slower than a local SSD for synchronous writes or random reads, as there is a network stack in between. But my understanding is that for those usecases,…
MS does sell ads, they have an advertising platform.
Terraform Crossplane (although it's quite new, and missing a lot of things that Terraform has)
The Model3 has a dedicated button for the windscreen wiper on the steering wheel, and then you can adjust with the scroll buttons. It certainly has a learning curve, and it would be better if you could rely on muscle…
What makes you stand out from this list of other managed openstack providers? https://www.openstack.org/marketplace/public-clouds/
I have seen similar numbers from multiple sensors across our city during the fireworks at New Years eve.
Imho, if Tesla could train a huge neural network to demonstrate that self driving is possible with their sw stack, they would have done that already to let Elon Musk have it's road show with it's capabilities. (Running…
Where is wallstreetbets? :)
Telco vendors have been using Openstack for 6-8 years already, and virtualization (and even containerisation, mainly with LXC, or Solaris zones earlier) was a thing back then. Kubernetes is also used for the last couple…
There are some exotic scenarios, where copy-paste is the good(fast) solution. For example, one of my clients can be accessed via a VPN. Once I'm on the VPN, I have to start their VDI. Inside the VDI, I need to start…
Interestingly, the site is blocked by Symantec Endpoint Protection.
Here you can choose between MDI and pump.
I have no idea, that's why I am not using an insulin pump either:)
I use Dexcom G6 CGMS with Nightscout and xDrip+. xDrip+ runs on Android, gets the data from the Dexcom transmitter, and sends it to a Pebble watch and also to a mongodb database. xDrip itself supports a lot of CGMS…
then you switch provider, it's not a monopoly
The upfront cost of facility is ~30%, network infra 10-15%, land/utilities is small percentage, power could be significant for an AI DC. The servers are ~50-60% only.
They are building new datacenters for the AI demand, so around half of this CAPEX is not for the GPU-s, and those will not be replaced every 3-5 years. Also, TPUv2 was introduced in 2018, and still not completely…
This is a good chart that shows historical CAPEX spending. Hyperscalers have been through a couple CAPEX cycles like this, they all know what they are doing.…
Why would they go into price war when they are compute constrained?
try to add it here: https://gemini.google.com/saved-info
Idk how an AWS region would respond to a power outage, but i have tested this in AWS Outpost, and there, if you power down a rack, then power it back again, the baremetal instances will not be recreated. (I was…
I would have benchmarked with an instance that has local nvme, like c8gd.4xlarge.
I'm 100% sure that all providers are playing with the quantization, kv cache and other parameters of the models to be able to serve the demand. One of the biggest advantage of running a local model is that you get…
Yesterday GPT 5.2 wrote a python function for me that had the import in the middle of the code, for no reason. (It was a simple import of requests module in a REST client...) Claude I agree is a lot better for…
You don't need hundreds of services. Give me virtual machines, reliable block storage, file storage and object storage, networking, dns, managed kubernetes, and it will cover the majority of workloads in Europe that run…
Sure, EBS or any network-attached storage is expected to be a lot slower than a local SSD for synchronous writes or random reads, as there is a network stack in between. But my understanding is that for those usecases,…
MS does sell ads, they have an advertising platform.
Terraform Crossplane (although it's quite new, and missing a lot of things that Terraform has)
The Model3 has a dedicated button for the windscreen wiper on the steering wheel, and then you can adjust with the scroll buttons. It certainly has a learning curve, and it would be better if you could rely on muscle…
What makes you stand out from this list of other managed openstack providers? https://www.openstack.org/marketplace/public-clouds/
I have seen similar numbers from multiple sensors across our city during the fireworks at New Years eve.
Imho, if Tesla could train a huge neural network to demonstrate that self driving is possible with their sw stack, they would have done that already to let Elon Musk have it's road show with it's capabilities. (Running…
Where is wallstreetbets? :)
Telco vendors have been using Openstack for 6-8 years already, and virtualization (and even containerisation, mainly with LXC, or Solaris zones earlier) was a thing back then. Kubernetes is also used for the last couple…
There are some exotic scenarios, where copy-paste is the good(fast) solution. For example, one of my clients can be accessed via a VPN. Once I'm on the VPN, I have to start their VDI. Inside the VDI, I need to start…
Interestingly, the site is blocked by Symantec Endpoint Protection.
Here you can choose between MDI and pump.
I have no idea, that's why I am not using an insulin pump either:)
I use Dexcom G6 CGMS with Nightscout and xDrip+. xDrip+ runs on Android, gets the data from the Dexcom transmitter, and sends it to a Pebble watch and also to a mongodb database. xDrip itself supports a lot of CGMS…