Locator: 48379CHIPS.
We'll start here: link here.
Saturday, August 10, 2024
Chips -- AI -- And All That Jazz -- Updates -- August 10, 2024
Locator: 48378CHIPS.
Updates
September 8, 2025: add XPUs to the discussion. See this post.
Original Post
Nothing really new here, but necessary to update some past posts, emphasize others, post story of the day.
Personal investing: I have never been happier with my portfolio, as I hand it off to my grandchildren. The hand-off is measured, deliberate, and avoids controlling from the grave. Once done, I'm done. Three components:
- energy
- tech
- dividends
So insane: link here.
Peacock: it was amazing the number of streaming options I had each day on my streaming devices, using Amazon's FireStick. Clicking on NBC's Paris coverage seemed to have an almost infinite number of choices. There's no way Peacock could have done that without almost infinite number of CPUs, GPUs, and NPUs. But mostly GPUs. Link here.
- NBC: everything seems to be going right -- sports, business, news.
- CBS: currently in fourth place? Huge shakeup in "Evening News with ...."
- ABC: at least they still have "The View."
- FOX: a joke.
AI:
- two camps
- AI is all hype
- AI is real
- I'm in the second camp
AI servers, link here.
Story of the day: AWS, Graviton, supercomputer. AWS Graviton wiki. Stand-alone post, perhaps. August 7, 2024. ARM, Fortnite, Beth, Graviton.
TSMC, the chip company that is struggling, link here.
Pat on the back: I spotted "Graviton" months ago -- see Chips.
Update: add NPUs to discussion.
Reminder: Beth Kindig.
Cisco: laying off thousands. Second round of layoffs. Follows Splunk.
Tech, link here:
Nvidia's performance each full year since going public.
Hyperscaler Demand For Natural Gas Unprecedented -- August 10, 2024
Locator: 48377HYPERSCALER.
Pipeline giants Energy Transfer LP and Williams Cos. are talking to data center operators about building pipelines directly to their facilities to fuel on-site power plants as the centers prepare for a boom in artificial intelligence.
Utilities are bracing for the largest increase in power demand in a generation due to data centers for AI, computer-chip factories and a growing number of electric vehicles. Some of that additional power will come from wind and solar. But a significant portion will be from gas-fired plants. And companies that run data centers want to make sure that that gas will be available — and quickly obtainable — when they need it.
Energy Transfer is in discussions with data centers of different sizes, many of which want to generate power on site, Co-Chief Executive Officer Marshall McCrea said in a call with analysts Wednesday afternoon.
Week 32: August 5, 2024 -- August 11, 2024
Locator: 48376TOPSTORIES.
Top story:
- huge hostage swap
- Presidential politics: it's Kamala Harris' race to lose; polls show she is far ahead nationally
- Kamala Harris picks MN governor Walz as VP choice
- Israel: has taken out several high-profile Hezbollah, Hamas leaders
- Iran still has not retaliated; "can't afford a wider war"
Top international non-energy story:
- Olympics: record streaming views at NBC
Top international energy story:
Top national non-energy story:
- US equity markets recover after plummeting week earlier
- jobs report better than expected
Top national energy story:
Focus on fracking: current link here. Generally updated late Sunday night.
Top North Dakota non-energy story:
Top North Dakota energy story:
Geoff Simon's quick connects: link here.
The market in a nutshell:
College Football -- Texas -- NCAA Football -- Oklahoma Sooners Vs Texas Longhorns - August 10, 2024
Locator: 48375FOOTBALL.
October 12, 2024. Cotton Bowl, Dallas, TX.
As date get closer, non-premium seats on the 50-yard line, lower-level seating / "down on the field," will trend toward $9,000 / seat based on historical figures.
Today:
I'm not sure if folks saw the current high price:
$59,999.40.
Or just about $60,000.
Recession in Texas. Doesn't appear so.
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