DanielRomero

$NVDA could announce $2 trillion in operating profit and the majority purchase of Mainland China, and the stock would dip 2% after hours

@mikealfred is getting nervous
Look at the post he just deleted
The reason? He got called out by @matthew_sigel for conflicts of interest
He probably won’t keep showing off the $2M ARR now
$IREN shouldn’t have a board member who runs a paid investor group
It’s simply absurd

One has to wonder:
If OpenAI says AI played a key role in designing Jalapeño, what is the new potential for other chip designers?
One would imagine that $NVDA or $AMD have the resources and talent to take this kind of AI co-design to the next level
I think we'll most likely see generation gaps shorten as far as chip design goes, but manufacturing will remain the bottleneck
Sadly, you can't solve hybrid bonding issues or poor yields as easily as you can design new architectures

It’s crazy that OpenAI achieved these results with such an underdeveloped software stack
SemiAnalysis saw more than 2x throughput improvements at some operating points in under two weeks, and OpenAI enabled TP32 just eight days after earlier TP8 configurations
Jalapeño is already at:
· DeepSeek R1: 700+ tok/s/user
· GPT-OSS: ~1,400 tok/s/user
· Kimi K2.5: nearly 700 tok/s/user
And that’s without speculative decoding
Speculative decoding alone can potentially increase token generation speed by another 2–3x
OpenAI’s software stack is still in its infancy. They’re building it from zero
There’s so

X had a period of enlightenment
For a few months, investors joined forces and dug into the semiconductor supply chain like never before
Granted, there was grift, sensationalism, and lies, but what cultural revolution didn’t leave a few bodies behind?

Social media has made us afraid of being wrong
In real life, you’ll talk, say some incorrect stuff, and learn from each other through conversation
That’s being human
On social media, if you’re wrong, even slightly, you get insulted and mocked
There’s no place for being human