ChatGPT provided this restaurant analogy for me a few weeks ago:
In the restaurant analogy:
* NVIDIA GPUs = chefs cooking the food (doing the AI computations)
* Micron = countertops/workstations where ingredients are actively being used
* Sandisk = pantry + refrigerators storing huge amounts of ingredients and prepared food
* Bloom Energy = the power utility supplying electricity to the restaurant
* IREN = the restaurant building itself
* Vertiv Holdings = the industrial HVAC, refrigeration, plumbing, and electrical systems keeping the kitchen from overheating
AI is no longer just a software story. It is becoming a full industrial buildout involving power, cooling, buildings, networking, storage, and physical infrastructure.
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South Korea’s SK Hynix plans to issue American depositary receipts on Nasdaq. The world’s second-largest memory-chip maker said it is looking to raise more than $29 billion, and expects trading to begin July 10. The offering would be one of the biggest share sales in history, comparable to Saudi Aramco’s 2019 initial public offering and surpassing Alibaba’s U.S. ADR offering in 2014.
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The “consumer” end of things is getting pretty bad.
Looking into what it might cost me to buy adequate backup storage for my modest machine learning system (4TB nvme storage, 8GB 3070 GPU, 96GB RAM, 12 core Ryzen CPU) I ran across this:
In the less urgent event that I need to rebuild my system the only other component experiencing serious price inflation is the widely recognized RAM shortage:
In terms of system dynamics discovery, transients like this can convey a lot of information about the structure of civilizations. We just had another big time “probe” of that structure with the pandemic.
This time code is pertinent.
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