Positive users are extremely bullish on compute and engine providers like Nvidia because a Chinese military firm's $7B IPO while supplying AI modules signals strong upcoming demand for massive models like GPT-6.
Based on 1 visible X reactions from 3 accounts; directional sample.
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@ryanTesling @teortaxesTex @woke8yearold Compute is certainly bottlenecked GPT-6 is a big model Everyone will roll out their big 3T-6T model in Q3/Q4 Good for compute providers I'm extremely bullish on reciprocating engine providers as well to solve the power problem (2027 and beyond)
Maybe the greatest sign that China is still not AGI-pilled: Zhongji Innolight supplies optical transceivers to Nvidia and the like Americans would crush it if they could, but they can't afford to The CCP, however, can afford to slow down Nvidia. it won't
@teortaxesTex wait, till u learn who supplies all the different PCBs in NVL servers
Positive users are extremely bullish on compute and engine providers like Nvidia because a Chinese military firm's $7B IPO while supplying AI modules signals strong upcoming demand for massive models like GPT-6.
Based on 1 visible X reactions from 3 accounts; directional sample.
Ask a question below.
Published answers will appear here.