Ben Arc on nostr

Open in Damus

You're underestimating the cost of compute. This bubble will pop and likely take the market with it (oracle, coreweave, equinix, nvidia), ai capex is deranged. Margins may make sense eventually, but t...

Ben Arc @Ben Arc 1777215409

Apple silicon/closed architecture primed for agentic, which 95% of ai compute is used for.

Intel is now on par with Apple chips. Zig and zag between AMD, Intel and Apple. That said Google is beating everyone on efficiency with CPUs. In that world compute hardware becomes important, cost of energy becomes important, data becomes important.