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@lidaosen
30-yr Optics & Semiconductor Engineer. turned 8x Founder. Now Canadian buy-side investor hunting physical bottlenecks in AI infrastructure. Silicon,
AI
The v1.0 benchmark spans 11 domains and 206 tasks, with a score that averages performance across domains.
Technology
Nvidia stock declined tied to widening neocloud bond spreads, power/construction delays for data centers, and financing stress. Microsoft canceled UK data center deal (23K Nvidia chips) due to grid delays into 2030s.
