台积电晶圆营收份额

Groq is one of the most interesting chip stories in AI. Nvidia paid $20B to license their IP and hire most of their team structured as a licensing deal rather than an acquisition to sidestep regulatory scrutiny. It close

Memory is taking over Hyperscaler CapEx. In CY23 and CY24, memory was ~8% of total Hyperscaler spend. We estimate it hits 30% in CY26 and moves higher in CY27. That's a near-4x shift in just four years. (1/4) 🧵

It doesn't make sense to say a subscription plan is worth $ X in isolation. The way to think about subscriptions is that your monthly payment grants you some numbers of “credits”. Each (model, token type) combo consumes

People think AI inference margins are a race to the bottom. Anthropic's gross margins were -94% in 2024. MiniMax was -25%. The narrative made sense (1/5)🧵

MONEY PRINTER ALERT🚨 NVIDIA vLLM B200 CAN GENERATE UP TO💰️$15 BILLION💰️OF ANNUAL PROFITS PER GIGAWATT serving the open DeepSeekv4.1 Flash model at the official interactivity & official selling prices. Using Engram DR

NVIDIA's Evolution🧵 Most people focus on FLOPs and headline specifications when comparing NVIDIA GPU generations, but the real story lies in the chip floorplan, which is a remarkable piece of engineering. With each gen

Ranked: The Largest Immigrant Groups in America 🌎

Visualizing America’s Wealth Distribution by Generation 💰

The majority of payments on SWIFT is made in U.S. dollars. In Aug. 2024, the dollar accounted for 49.1% of payments. Excluding payments within the Eurozone, the dollar’s share even climbs to 60% illustrating its role as

Visual of the Week 🥇 Baby Boomers hold $83.3T in assets, over half of U.S. wealth. Millennials and Gen Z together hold just $17.1T, only 10.5% of the total, even though they are the largest generation by population 💰

Charted: Share of Freshwater Resources by Country 🚣 📲 Want more content like this with daily insights from the world’s top creators? See it first on the @VoronoiApp.

A long-context model's serving speed is largely decided before training starts. Attention used to be a small part of a model's inference cost, but its share grows sharply as context windows expand. Once attention is the