ARRM4 @ar-rm4.bsky.social · 1hstatic.klipy.comShawshank Redemption Conspiracy MemeALT: Shawshank Redemption Conspiracy Meme 000
ARRM4 @ar-rm4.bsky.social · 02/10/2026I've seen this one. It was the Di Vinci virus right? youtu.be/LVMoBA-DjtI?...youtu.beHackers 1995, old school!YouTube video by Zenswede 010
ARRM4 @ar-rm4.bsky.social · 01/10/2026By 2029-2030 range you probably aren't running B100s so you probably rip and replace those shells. Same for B200s by 2032-2033 001
ARRM4 @ar-rm4.bsky.social · 01/10/2026On top of the solar+battery storage gets cheaper on the ground so you have to compete against that and NVDA is changing its architecture every 2 years so you are chasing an endless launch cycle. 100
ARRM4 @ar-rm4.bsky.social · 01/10/2026My personal view is that this is dumb from a tech perspective. Semiconductor are fragile and data centers have a ton of engineers working in them. If you want to fry a bunch of really expensive GPS and CPUs then have at it. But protection circuits don't really exist for them in space yet. 100
ARRM4 @ar-rm4.bsky.social · 01/10/2026Home prices in Austin are declining because they have been building more supply. 100
ARRM4 @ar-rm4.bsky.social · 01/10/2026156,000 people moved to DFW metro last year. DFW will become the 3rd largest metro within the next 5-6 years 100
ARRM4 @ar-rm4.bsky.social · 01/10/2026The answer is about 8000 engineers and about 40% being PHDs. You also need consistent cheap power which Texas has. 210
ARRM4 @ar-rm4.bsky.social · 01/10/2026People. Can you guess how many engineers you need for a bleeding edge 2nm fab? What percentage of those are PHDs? 120
ARRM4 @ar-rm4.bsky.social · 30/09/2026I still feel like this is undercounting. A lot of excess solar is stored up during the day and sold in the evenings. You can see that on the chart below. Texas has the largest Battery Storage in the US with over 22GW of capacity. You often see over 10GWs being fed back into the grid 041
ARRM4 @ar-rm4.bsky.social · 24/09/2026The house isn't in session Mike Johnson sent everybody home to avoid an impeachment vote if Pete Hagseth 000
ARRM4 @ar-rm4.bsky.social · 22/09/2026Be careful of the side effects. I took this shot and now I'm alive and have to go to work everyday. 010
ARRM4 @ar-rm4.bsky.social · 22/09/2026Bloomberg has the world building 9TW of Solar over the next 10 years. Prices of solar decrease every year. Add in battery storage and all of this is moot. 000
ARRM4 @ar-rm4.bsky.social · 21/09/2026They better have 30 hits a year or likely to trip their debt covenants. 000
ARRM4 @ar-rm4.bsky.social · 20/09/2026I was pretty close on the first one but I don't shop at Costco so I'm only going off local fresh produce rates 000
ARRM4 @ar-rm4.bsky.social · 18/09/2026Just remember this is why China can't get to 5nm chips. They don't have access to this tech. The AI revolution ticked off at 5nm. Every time you see a headline of China competing against the US in AI you can dismiss it simply because of this technology. 020
ARRM4 @ar-rm4.bsky.social · 17/09/2026Guys. This is click bait. The Chinese fabs don't have the right equipment to get to advance Lithography nodes. They can't get past 7nm. NVDA's B300 is on 2nm. There is no skipping nodes. Huawei is now 4 years behind. Their chips don't compete. 000
ARRM4 @ar-rm4.bsky.social · 16/09/2026It was 2 young center backs making mistakes and a keeper playing his first game in a United shirt in a cup match. 000
ARRM4 @ar-rm4.bsky.social · 16/09/2026Intel fabs aren't suitable for massive increases in DRAM production. On top of that they need their capacity for high margin CPU for inference. If you are talking about a greenfield fab you won't see first wafers till 2030 000
ARRM4 @ar-rm4.bsky.social · 09/09/2026It takes 5-10 years to build and can produce 1-1.5GW. The world will install 800GW of solar and 150GW of battery storage just this year. Projections by 2036 are an additional 9TW of solar. This tech is dead. Solar+battery storage is the cheapest form of industrial scale energy in human history. 000
ARRM4 @ar-rm4.bsky.social · 08/09/2026Late, but only 12GW of AI data centers will be installed globally this year. The US grid is currently 1.3TW. The US is also installing 50GW of solar this year and 20GW of battery storage. Worldwide 800GW of solar and 150GW of battery storage in '26. AI is not the driving factor in energy prices. 020
ARRM4 @ar-rm4.bsky.social · 04/09/2026I think you should wait a bit before watching Before Sunset. You kind of need to live with the Sunrise characters a bit before you meet up with them again. Each movie is a different stage of life and characters make different decisions at those times. Not always the best to watch back to back. 010
ARRM4 @ar-rm4.bsky.social · 04/09/2026Vote early for 2 reasons: 1. Less or no lines 2. When you vote early you come off the Get Out to Vote rolls. That means two things: you no longer get hounded by campaigns to vote and they can focus their attention on lower propensity voters. 010
Reposted by ARRM4Scott Lincicome @scottlincicome.bsky.social · 04/09/2026Another one: "Do Data Centers Raise your Electricity Bill? Evidence from U.S. States" papers.ssrn.com/sol3/papers.... "we find no statistically significant evidence that data-center presence, installed capacity, or capacity expansion predicts residential electricity-price inflation" 2163
ARRM4 @ar-rm4.bsky.social · 03/09/2026Honestly the Nuclear Block from Bluesky is the most genius social media invention because not only does it block the poster/troll from your view, it blocks it from everyone's view. 110
ARRM4 @ar-rm4.bsky.social · 28/08/2026There are 4700 data centers in the US already totalling about 60GW. They were mostly built from 2000-2025. Where exactly is it there is not enough power? Also coal usage is flat since 2023. 100
ARRM4 @ar-rm4.bsky.social · 28/08/2026The US grid is 1.2TW. The entire world will install 12GW of AI data centers this year. 100
ARRM4 @ar-rm4.bsky.social · 28/08/2026I feel sorry for people that don't drink, because when they wake up in the morning, that is the best they are going to feel all day. ~Frank Sinatra 000
ARRM4 @ar-rm4.bsky.social · 27/08/2026That's a good plugin! Can't remember the name of it but a good indicator for a lot of replies. 170
ARRM4 @ar-rm4.bsky.social · 27/08/2026You are so close to getting it. Like right there. Solor generates that electricity. You see it buying excess solar during the midday and selling it in the evening. 120
ARRM4 @ar-rm4.bsky.social · 27/08/2026Joey do you add battery storage into those numbers? I only ask because battery storage is adding over 10GW at times. Maybe they don't disclose it but Texas now has over 20GW of battery storage (+8 you) 2361
ARRM4 @ar-rm4.bsky.social · 26/08/2026Buried the lead: *NVIDIA: COMMITMENTS INCREASED FROM $119B LAST QUARTER TO $279B *NVIDIA: COMMITMENTS UP PRIMARILY DUE TO MEMORY PROCUREMENT 110
ARRM4 @ar-rm4.bsky.social · 26/08/202639k being annual US deaths and 1.1m global deaths. 82% reduction would mean 32k more people alive each year in the US and 900k globally 020
