this smells very bad. none of the claims make sense. > low voltage hits 80% mfu high mfu is easy if your peak flops is low > low voltage solves power bottleneck bleeding edge wafers is more scarce than power and it doesn't make sense to tape out lower perf chips on these wafers to save power if you want perf/$. the true bottleneck to frontier perf is max flops density to minimize going off die. power is the most fungible elastic commodity on earth > half voltage = quarter power presumably: 1. only matmul gates (~60% of die power) at half voltage. half voltage -> ~3x slower -> need ~3x more transistors, and their power leaks scale linearly. ~20% net savings at chip level 2. half voltage -> engineering complexity to fix timing violations + exponentially scaled soft errors (~20x). matmuls will randomly corrupt undetectably from bit flips (and drop model intelligence). > btc miners run at 3x lower V btc workload is hashing, so 1) error checking is literally in the problem 2) arithmetic intensity is like infinity so they don't care about packing flops density in single die unlike AI workloads. doesn't make sense to copy > GPUs get low MFU from thermals no, they get low MFU from mem bw and non-matmul ops. > CSM 5x lower latency than Blackwell 4000ns Blackwell nvswitch is 300ns? unless they are comparing their bare hardware to nvidia hardware + software. the whole product design tradeoffs don't make any sense from first principles and only makes sense if their initial "transformer asic" had some horrible power issue that they solved by undervolting and they had to respin the whole story for investor marketing. would love to be proven wrong if anyone from Etched wants to educate me :)

Dayhoff Health, AMD Accelerate Genomic Analysis by up to 330x Future of NGS testing is here amd.com/en/blogs/2026/dayhof… #amd #aihealth #dayhoffhealth

Dayhoff Health, AMD Accelerate Genomic Analysis by up to 330x amd.com/en/blogs/2026/dayhof…

@AlderLaneEggs it's like he's describing a car crash while being in the car as it's spinning out of control. Arctic Mexico is crashing in real time. @realDonaldTrump is the offer to become the 51st State still on the table?

Friday Funny GAME of NODES " Rule them all with Stronger Clusters" @639Cloud #fridayfunny

Is this amount of $$$,$$$ in your cloud bill causing you headaches? zurl.co/HsZh7 #CleanCompute

(2/2) This story has implications far beyond LiveRamp. Major data providers like TransUnion, Experian, Verisk, and LexisNexis are active participants in this marketplace. 🔗 Read more of our reporting: thecapitolforum.com/liveramp… $RAMP $TRU $EXPN.L $RELX $VRSK

That’s it. If Pierre Poilievre can pack thousands into a venue in PEI — in what’s been a Liberal riding for 30 years — then I’m sorry, but what’s happening isn’t currently showing up in the polls.

So far Pierre is: -repealing bill C69 -15% income tax cut -capital gains tax cut -cuts GST on homes (up to $1.3mm) -defer capital gains if reinvested in Canada -travel tax breaks for workers -crime/catch-and-release reforms -getting rid of annual alcohol tax increases (go back to 2017 levels) -will build pipelines (repeal bill C69) -TFSA top up -deport criminals -will protect dental & childcare programs -was responsible for axing the carbon tax His platform is about wealth creation. He is running laps around Carney.

Special Issue on the Microbiome in Health & Disease just out in The @FEBSJournal with reviews from leaders in the field. febs.onlinelibrary.wiley.com… Great to have another Lab Cover Image too -inspired by @gabriel_tofani review on microbiome in stress & circadian rhythms

We've known about and reported on $ZYXI's Tricare change on Feb 7th. The company even changed the commission structure to de-emphasize Tricare. Why sit on it for so long? Also, all you have to do is look at EMPI to understand what Tricare may be interested in.

There’s stats out from Moody’s showing top 10% of earners drive 50% of consumer spending in the US up from 36% in 1995, while holding 90% of the assets. Tariffs will make it worse on lower class. Not sure what assets they gonna buy if they getting squeezed further.

On February 25th, Sellout Jagmeet Singh will lock in his $2.3 million pension. What price will you pay next: selloutjagmeetsingh.ca/

The DOD's justification for non-competitive procurement to $PL has some interesting stuff about how the company is the only one with all of the capabilities the government needs for this particular task.

This was a doozie. We found videos featuring company employees, including the social media and content director, VP of marketing, and director of sales in which the company did not disclose that the "patients" having the procedures were actually employees. $AIRS.

Interesting from the judge in the Corcept case. $CORT

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Microsoft Teams integration is being removed from Windows 11 dlvr.it/Sqjm4f