ratrogue @ Rat King
@ratrogue.bsky.social
Reposted by ratrogue @ Rat King
The more you learn at the moment the more you realize that so much of what’s going to pop the bubble is straight up physics and resources. It’s not clear if you can even build a gigawatt data center campus let alone power one, and GB200s have a negative 100% gross margin. Oracle bought 400,000!
October 18, 2025 at 6:52 AM
The more you learn at the moment the more you realize that so much of what’s going to pop the bubble is straight up physics and resources. It’s not clear if you can even build a gigawatt data center campus let alone power one, and GB200s have a negative 100% gross margin. Oracle bought 400,000!
Here he goes again, beating up some poor puppeteer
October 10, 2025 at 11:23 AM
Here he goes again, beating up some poor puppeteer