FuriouslyAdrift

Only thing that bugged me about Prey is it felt like it was "on rails" and I couldn't just explore. The game is huge and gorgeous...

One of the few modern games that actually got me tense and scared. It is a really good game.

Be aware EDK II has a recent severe CVE to watch out for.

https://app.opencve.io/cve/CVE-2026-97631

There was about 6 months ago... lol. We can't run 3.x, it's too big.

The 4x MI300A server has 128GB per card.

We have a data center already and we're in heavy industrial manufacturing. It didn't even register in our usage.

It's worked out. Definitely not frontier but it's the largest model that works reliably on our hardware. We also try some smaller ones when they come out.

AMD was at over 46% of the "server" market 1Q2026.

Intel isn't even condered a player in HPC anymore. 147 of TOP 500 is AMD (it's really custom chips, which AMD also does with it's Xilinx and Instinct divisions, and nVidia that are chewing up the Intels)

Just one of our analysts was burning around 30-40 million tokens per project.

EDIT: per project, not per month

EDIT 2: digging out an old bill from 8 months ago when we bought the server, $14k per month is what we were running and it was going up, a lot.

There are 300 racks of nVidia A100 servers for sale from a refurber right now on eBay...

We're running Kimi 2.8 on a 4x AMD MI300A single server on-premise that cost about $110k.

We will break even from our old Claude spend in about 2 weeks.

It services 30-40 analysts and staff concurrently and is faster than any of the SaaS out there for us.

TSMC dominates world wide with 80% of the general chip market and nearly 100% in some specific markets.

Due to Trump policies (and geopolitical realities), they are building or helping to build fabs in the US and elsewhere. It's takes years to build a fab.

More than half of all server CPUs are AMD. They absolutely domininate in HPC and servers (and have for years, now).

AMD has an entire division dominating in HPC and #2 close behind nVidia in datacenters with extremely good margins. Over half their revenue is from those segments. Not a lot comes from consumer devices right now. That's why they did so well against Intel right now. Intel is the one that is failing in those markets.

It's less AMD not doing commercial GPGPU than nVidia completely staying out of the PC and server market. Remember AMD competes with both of them (nVidia and Intel) and is smaller than both.

AMDs revenue this quarter just passed Intels for the first time in history and they still are dominating in the HPC market which is fairly immune to the AI bubble (while also selling everything they can build at a high premium to AI datacenters).

AMDs margins on their Instinct datacenter GPUs is nearly as good as nVidia's. They just can't get contract volume at TSMC to make more because nVidia buys all of it.

Around here, they refer to the day of drinking the solution as "The Night of a Thousand waterfalls"

It started as a video game series all the way back in 1985

https://en.wikipedia.org/wiki/Where_in_the_World_Is_Carmen_S...

Ramanujan is another one that did much in his head and lacked a lot of formality in his methods. Many intuitive mathematicians are this way (Shinichi Mochizuki is another although his work may just be so hard for others to undertsand that it appears to lack rigor).

AMD has been #1 for HPC and #2 in AI for a very long while. The currently shipping Helios systems go toe to toe with nVidia's next gen that aren't even shipping, yet (by nVidias own numbers).

These are multi-million dollar datacenter systems, not consumer. If you mean the consumer market, it's coming but it's going to be 2028-29 most likely (if the bubbled hasn't popped by then).

Strix Point is quite good but not the same thing as a DGX, though. Same idea, different methodology.

Yeah I am aware fo the open source base with subscripton model they have. I hope it doesn't go the direction of N8N because that's a fuster cluck.

Bruno. Open source base, runs locally, data remains on your infrastructure.

https://www.usebruno.com/

Looks like it is completely electromechanical and not IC driven.

https://www.starborneworks.com/?p=22

I haven't seen anyone smoke in a bar in over a decade (it's been illegal where I am for quite a while).

CFAA violation are under criminal law and do not require the injured party to consent or participate... just ask Aaron Swartz

If you're a Microsoft shop, you can put just about anything behind Microsoft Entra Application Proxy (and also support SSO).

https://learn.microsoft.com/en-us/entra/identity/app-proxy/o...

Not one single mention of coreboot in this thread? sad...

https://www.coreboot.org/

PE has a glut of 32,000 companies ($4T in equity) they can't sell and the average hold time is extended past 8 years.

https://www.notveryprivateequity.com/eight-year-hold/ https://www.pennmutualam.com/market-insights/blogs/chart-of-...

They make nice (and expensive) tweeters, too.

https://www.madisoundspeakerstore.com/diamond-dome-tweeters/...

EM Mail has worked pretty well for me.

HN needs to re-introduce the rule where you can't post until the account is at least a few days old.

Too busy patching PHP everywhere to be overly concerned... I'm working through a big list of bugs to patch.

Other way around.. a single large nuclear weapon is 2 orders of magnitude less expensive than defensive measures. Attacking wiht the intent to completely annhilate your target is vastly cheaper than trying to defend.