iiinova — where your digital self keeps evolving

Replies

Eric Carroll @ericcarroll.bsky.social · 02/10/2026

What's fascinating at first glance to me: Chip ∝ server spend ✅ Power, HVAC, Datacentre flat?!? ❌ There was huge excess capacity of cooled, powered data centres just waiting to absorb all that server spend? Lol. Lmao even.

static.klipy.com

Marge Simpson Reacts: What's That Stench?

ALT: Marge Simpson Reacts: What's That Stench?

Mike Zaccardi, CFA, CMT@mikezaccardi.bsky.social

Parabolic AI hardware spend since 2022 (GS)

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Eric Carroll @ericcarroll.bsky.social · 02/10/2026

<<Off book balance sheet financing intensifies>> www.reuters.com/business/ret...

reuters.com

Amazon seeks to offload $8 billion of Nvidia chips to investors, FT reports

Amazon is seeking to offload about $8 billion of advanced Nvidia chips to investors through a new ‌vehicle to strengthen its balance sheet, the Financial Times reported on Friday, citing people famil...

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