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PC Gaming
Timothy Shih and • 11 cards

# Invest in data centers #
# Data centers buy your chips #
# Revenues rise and so does stock price #
# Raise more money to invest in more data centers #
♻️🤔 https://t.co/lxz9BVhDQg

美股AI耗电,3只电力能源股(转)
数据中心的电力需求,将从2022年的126太瓦时猛增到2030年的320太瓦时,几乎翻了一番,在美国总电力消费中的占比从2.5%跃升至6%。
一些企业最近的财报已经开始吃到AI的红利,今天精选出几只电力供应的巨头,他们更是技术创新和业务模式革新的引领者。 https://t.co/GtJ78gj4fa

Morgan Stanley: AI inference is an incredibly profitable business. In its newly released report, the firm used a detailed financial model to calculate, for the first time from an economic perspective, the profitability of global AI compute competition. The conclusion is that standardized “AI inference factories,” regardless of which big tech... See more
品番・SKUごとに販売終了日を管理するのもシステムがないのでエクセル管理→SKUが多すぎて集計用データと集計でデータが10MB超えて重くなり作業効率が落ちる事例も多い。年商100億円未満だと規模に合わせた適切なシステム設計できる人材がほぼおらず、大胆にシステム投資する体力もないことがほとんど
樋口幸太郎(Kotaro Higuchi)x.com
“AI Study Machines” are such a big deal in China right now. I went to visit the offline stores selling these from BBK, iflytek and TAL Education. Not cheap! $300 to $1200+! They’re basically iPads with preloaded K12 curriculum. The “AI” was quite bare though, not much new beyond voice chatting and using cameras to snap photos of homework problems... See more
I have work to do. School starts in a few weeks and I'll be going close to 80 hours a week between work and school. I'm too old for that.
Thanks @FrysCrypto for replacing my @WeatherXM Wi-Fi unit with a @helium iot unit. Hopefully I don't run into the same issue.
I do want to add that I've... See more
FlipThisCryptox.com