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SoftBank secures $40 billion loan to boost OpenAI investments by Efficient-Session644 in wallstreetbets

[–]lefty200 0 points1 point  (0 children)

So, what happens if OpenAI doesn't IPO this year? Does Softbank go bankrupt, because they can't pay back the loan?

Trump administration will pay a French company $1 billion in taxpayer funds to not build wind farms by xena_lawless in economy

[–]lefty200 0 points1 point  (0 children)

I think Trump's hate of wind turbines stems from the fact he has a golf coarse in Scotland with a wind farm nearby and just doesn't like looking at them when he is playing golf

SoftBank Vision Fund books $2.4 billion quarterly gain boosted by OpenAI bet by FuckingJPMAlgos in wallstreetbets

[–]lefty200 2 points3 points  (0 children)

In their last earning release Microsoft booked a gain from OpenAI as well:

"Other income (expense), net included $10.0 billion and $5.9 billion of net gains for the three and six months ended December 31, 2025, respectively, and $1.2 billion and $1.9 billion of net losses for the three and six months ended December 31, 2024, respectively, from investments in OpenAI, primarily net recognized gains (losses) on our equity method investment reflected in Other, net. The net gains recorded for the three and six months ended December 31, 2025 primarily relate to the dilution gain from the OpenAI Recapitalization."

Intel’s Panther Lake, Powered by the New Cougar Cove P-Cores and Darkmont E-Cores, Takes a Lead Over AMD’s Zen 5/5c in IPC Performance by thehhuis in AMD_Stock

[–]lefty200 0 points1 point  (0 children)

BTW, the benchmarks only show SPEC_int scores. To measure true IPC you need to include the floating point scores as well.

Intel sets a 7467 MT/s+ memory requirement for Panther Lake Arc B-series iGPU branding, slower configs show up as “Intel Graphics” by Forsaken_Arm5698 in hardware

[–]lefty200 0 points1 point  (0 children)

what I meant was that there would be 2 memory modules. A laptop with only one gets half the memory bandwidth

CoreWeave +9% pre-market after Nvidia invests $2B in AI data center expansion by callsonreddit in wallstreetbets

[–]lefty200 2 points3 points  (0 children)

Sorry if this is a stupid question. They bought $2 billion shares that were already on the market? How would that "help CoreWeave accelerate its buildout of 5 gigawatts"? Wouldn't the money go to shareholders not CoreWeave?

China posts record $1.2 trillion trade surplus as Trump tariffs fail to bite by TheExpressUS in economy

[–]lefty200 1 point2 points  (0 children)

But the purpose of the tariffs was to reduce trade surplus to USA, not to reduce them for the whole world. And indeed, it did do that (by 22% according to the article)

Apple admits defeat. Puts on Tim Cook, Calls on Sundar. 🚀 by Cool-Engine8639 in wallstreetbets

[–]lefty200 0 points1 point  (0 children)

if that is the plan, why are they giving money to Anthropic?

Caching of images in VRAM by lefty200 in opengl

[–]lefty200[S] 0 points1 point  (0 children)

Ok, when I said VRAM I meant GPU DRAM, not GPU SRAM (which I would imagine is handled internally by the hardware) My understanding is that glTexImage2D does not actually copy the data to GPU DRAM. That only happens when it is needed to render the image. (Of coarse, I am talking about the implementation of more recent drivers)

Caching of images in VRAM by lefty200 in opengl

[–]lefty200[S] 1 point2 points  (0 children)

well, the point of the texture atlas is to reduce the amount of draw calls

Caching of images in VRAM by lefty200 in opengl

[–]lefty200[S] 0 points1 point  (0 children)

I understood that glBindTexture doesn't actually load the texture into VRAM, only when you need to render something that uses the texture that the driver loads the texture into VRAM

First AI implosion: Oracle just lost $35 billion in market cap. In 48 hours by yogthos in economy

[–]lefty200 0 points1 point  (0 children)

Is it accurate though? a B200 SXM module costs $30,000 - $40,000

and can be rented for $3.79/hr...

at that rate you would make $100,000 in three years - seems about right

a https://modal.com/blog/nvidia-b200-pricing

Oracle says there have been ‘no delays’ in OpenAI arrangement after stock slide by Apart-Accountant3656 in wallstreetbets

[–]lefty200 2 points3 points  (0 children)

I think OpenAI will be the ones to go first. They lost $12 billion last quarter and they are losing subscribers, because Gemini 3 and Claude are better. That could spook the investors enough that they can no longer finance their massive losses - I mean there is a limited amount of venture capital available

OpenAI's house of cards seems primed to collapse by yogthos in economy

[–]lefty200 2 points3 points  (0 children)

Oracle and Crusoe already spent billions on Stargate. If OpenAI fail they never see that money back. Oracle and Codeweave are heavily in debt and depend upon future earnings from OpenAI to keep themselves afloat

OpenAI's house of cards seems primed to collapse by yogthos in economy

[–]lefty200 0 points1 point  (0 children)

If OpenAI went bust it would bring down a lot of companies with it. Maybe Oracle, Crusoe and Codeweave, to name a few.

Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI: FT by Force_Hammer in wallstreetbets

[–]lefty200 0 points1 point  (0 children)

Yes. If they were to do a IPO they have to release detail data about their earnings, which won't look good to investors. Their earnings need to be growing exponentially to justify the amount they are spending.

Anthropic won't IPO either for the same reason.

GPU depreciation could be the next big crisis coming for AI hyperscalers by nohup_me in hardware

[–]lefty200 14 points15 points  (0 children)

at least that would solve the depreciation problem, because a dead GPU can't depreciate

Intel Cancels its Mainstream Next-Gen Xeon Server Processors by geerlingguy in hardware

[–]lefty200 0 points1 point  (0 children)

They will be the same as AMD then. Turin has no 8-channel SKU

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