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pieformation.bsky.social
Pie Formation
@pieformation.bsky.social
50 followers 110 following 78 posts
she/they

beautiful older girl with encyclopedic knowledge

Arknights: Pie#8773 | FFXIV: Apostle Calilica (Ultros)
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standplaatskrk.pl
edgebug on tumblr: "you'd think that "inhuman thing that isn't a person but speaks like a person and talking to it will slowly drive you mad" would only be found in folktales and fables and so on. but no. chatgpt"
December 26, 2025 at 1:04 PM
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toastcrust.bsky.social
Nvidia invests in a company which takes out loans to buy nvidia GPU, and it gets that loan by using those GPU as collateral and by showing the private lenders the contract that says Nvidia is going to rent those GPU from them

??????
What’s interesting is the incentive program SemiAnalysis doesn’t include as part of a discount program. Remember how we talked about the GPU loans also requiring contracts from Microsoft or whomever? Frequently, that “whomever” is Nvidia. Take CoreWeave. Its contracts guarantee a certain amount of income; the creditworthiness of the entity — Microsoft, say, or Nvidia — on the other side of that contract is part of what makes the lenders comfortable. CoreWeave’s second biggest customer in 2024 was Nvidia, which “agreed to spend $1.3 billion over four years to rent its own chips from CoreWeave,” according to The Information. In September, Nvidia signed another $6.3 billion contract with CoreWeave, which is often interpreted as Nvidia backstopping demand for CoreWeave’s services.
December 28, 2025 at 12:43 AM
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toastcrust.bsky.social
lots of fiction waxes poetic about the eternal folly and foolishness of the human race but I'm pretty sure it's just the financiers and businesspeople and investors who are fucking stupid
Nvidia has plowed plenty of money into the AI space, with more than 70 investments in AI companies just this year, according to PitchBook data. Among the billions it’s splashed out, there’s one important category: neoclouds, as exemplified by CoreWeave, the publicly traded, debt-laden company premised on the bet that we will continue building data centers forever. CoreWeave and its ilk have turned around and taken out debt to buy Nvidia chips to put in their data centers, putting up the chips themselves as loan collateral — and in the process effectively turning $1 in Nvidia investment into $5 in Nvidia purchases. This is great for Nvidia. I’m not convinced it’s great for anyone else.
December 28, 2025 at 12:18 AM