

Wanting to sell to China just means that demand isn’t exceeding supply, or maybe even that they have access to more supply that they’d use if they could sell to China, which is a massive market. Or even if they don’t have any excess supply, higher demand means they can set higher prices and still expect to sell all inventory.
Nvidia has to sell to a Chinese buyer for 25% more than a US buyer would pay to have equivalent profit. It’s certainly possible that China is willing to pay more than that difference, but US private sector is supposed to be in desperation mode for skynet, in addition to having direct white house access of lobbying against China for mere trinkets in tribute. MSFT and others have the power to tell whitehouse/other republicans that they want to buy the H200s instead, and amplify warmongering BS as the reason. They just don’t want to buy them.
Like the US car companies wanting to sell cars in China doesn’t imply that they are unable to sell cars in the US, it just means they want to sell cars to China and the US.
US car companies are not supply constrained, including some of them with factories in China, and aren’t prohibited from selling all of their cars there if they were competitive. Nvidia has not been making H200s recently. It has astronomical record inventory levels (likely H200s based on lobbying win). Thier H20 cards that they sold to China the last 2 years, are the best value inference cards on ebay from China, but Americans were not allowed to buy them directly. Since about half of Nvidia GPUs are assembled in China, they have 0 problem with black market access to them, and massive secret Singapore customers of Nvidia are likely them directly profiting from Chinese black market with payment to Nvidia instead of pilferage of GPUs. I get that B200s B300s are better value/FLOP than H200s, but H200s could be priced to Americans/colonies on the same/similar $/flop, and if US/MSFT was really supply constrained, they’d buy or lobby government to force Nvidia to sell them at good $/flop. The Nvidia corruption is also likely to create new H200 production making newer GPUs “scarcer”


Microsoft’s finance chief, Amy Hood, argued that the cloud result could have been higher if it had allocated more data center infrastructure to customers rather than prioritizing its in-house needs.
This is 98% chance a lie. Refusing azure clients wasn’t happening. They are saying the dedicated GPUs to copilot 365/windows/bing, but they would just slow tokens/second delivery or raise prices if they were constrained. Open AI/copilot service is flattening out is the far more likely explanation, and China/Anthropic/Google gaining share is apparent with frontend and LLM innovation.
That said, windows 11 copilot is going at about 7tps on simple queries about its QOS, and slow service of paid models could impact azure. In Nov 25, they did drop big customer volume discounts. There were big price increases earlier in the year, so growth was in part pricing growth, and likely a drop in usage volume from previous quarter, or at least very stable. The AI frenzy, mostly openAI/msft/oracle/coreweave block of absurdly impossible capacity growth depends on keeping up with supposedly massive (token) demand growth. There are still a lot of free alternatives in the space, and app download figures usually accompany free promotional usage of latest breakthrough model (sora2 was free use on release. kilo code this week has free Kimi K2.5. Other coding tools have fully free or generous free tiers)
Overall, this, and highly promotional industry, means its very hard for datacenter/LLMs to meet the hype. Deepseek 4 is hyped as a big leap forward, to be released in a couple of weeks. Everything AI boom is likely a lie, and Nvidia bribing Trump to sell H200s to China, at 25% export tariff, is proof of incapacity or unwillingness of US industry to deploy them.


The DC-AC-DC conversion loop does cost 15% or so. LiFePo batteries (better than NMC) 10%, and motor 10-15%. AC grid transmission losses add more.
With home solar, DC charging (hopefully bidirectional), 75%-80% efficiency to the wheel. But sure, AC grid tied charging could drop it by 20%. Still better than 60% losses.
Comparing to ICE engines, its fair to exclude transmission losses (exists in both. about 5%), and there is regen available for EV, and it doesn’t idle. My original 75% claim may be too generous, but 3x efficiency of ICE is still fair.


Yes. The structure of the deal, with 20% revenue royalty, in addition to 20% ownership, leaves 0 possible chance of any profit. Only Zionist supremacist control of media can be motive.


you could drive 70 times as many miles in a solar-powered electric car as you could in one running on biofuels from the same amount of land.
that and biofuels only land could produce the same as existing global electricity demand are bigger takeaways.
Article undersells the 7000twh of existing car+truck energy. With just 75% efficiency for solar panel to EV wheel, just 2366twh of solar would replace the ICE twh to wheel equivalent fuel consumption. So, the land conversion formula allows for 10x the number of cars and trucks. Even H2 electrolysis would permit 7x the number of cars and trucks (ensuring lighter trucks/cars as well) from biofuels land.


He is correctly describing warnings for AI. Just within a demonic evil reality, which he is eager to assist.


100%. I did get a 32gb mini pc this summer. win 11 is not as stable as win 10 on ddr3, mostly sleep/monitor issues. and 780m on ddr5 is about the same for gaming as 1660s on ddr3. Don’t chase gaming frame rates until prices get more reasonable. If you somehow don’t have a PC more recent than ddr3, then it’s not time to get into gaming, but upgrading cpu/gpu and an extra 16gb ram is likely the better value compared to new system.


Default difficulty… Certain wiping out of every living being in your village, and failure. Conclusions in article are fairly poor as they are “games are already designed smartly, and there’s nothing that should be changed.”
A good game concept would be to put the player as a “middle manager” with feudal lord as the client. The mission is how to best oppress the villagers in order to graduate to better employment: managing a bigger city.


Not sure what your point is. Oligarchist or Zionist supremacism has no influence on US democracy? No politician supports warmongering? Where is the crap?


do something useful
Skynet or China wins is the goal. It’s useful to US empire to do Palantir surveilllance for “Patriotic subservience to Israel first agenda”. Robocops instead of ICE officers provides useful increase in bravery to apply fascism. We must race China in robots, without any manufacturing aptitude, or power capacity, with only extortionist oligarch power expansion options, under an oligarchist, corporatist, zionist supremacist fascism to concentrate oligarchy and fascism further, so as to force China to keep up and “everyone” (important) makes money playing the game of winning is which side gets destroyed more.
So, as long as we view US empire as useful, Skynet is very useful. We can pretend that some other apps will be useful (Nadela is saying “just buy a PC and learn excel to be useful” as main point), but all of big tech is courting US government for big datacenter use, and political unanimity for war on China, means there is no other “useful” application required.
The most important social permission for AI, is the permission to fund Skynet, and the permission for warmongering military budget and attitude. An Israel/Oligarchist first rulership means there is never any money for any other purpose than that supremacism. The destination of collapse is a consequence only for the little people. Wealth “creation” (pillaging) in the journey, and escape from consequences of collapse.


https://www.youtube.com/watch?v=7bShGUPU3TQ $120/kwh. There are amazon listings for 20kwh in rack batteries for under $3000. It does take DIY (no soldering kits) to get to $100/kwh. searching youtube for projects/options reviews, and especially the linked author is recommended if you’re interested.


EVs alone have major grid balancing potential. You can get home batteries for under $100/kwh in US right now, and cost of EV batteries have always been lower due to bulk/contract purchases. At $100/kwh, even from grid TOU use power, you can time shift profitably for just 1c/kwh before financing costs, but before resilience/backup benefits from batteries.
Solar is by far the cheapest way to charge those batteries, where home solar without monopoly persecution from utilities, as in Australia, can be extra affordable. But even before abundant solar is permitted in our countries, or even net metering, simply having TOU rates that are cheap at night allows for enough arbitrage for when TOU rates are high. Where some EVs are $300/kwh to $500/kwh for the entire car, TOU rates can allow for arbitrage that pays for whole car.


It’s a weird move because Tesla was receiving nearly 7 years of $99/month up front if people gave it to them, while being as slow as they want in reaching their promises. So, either they are worried that they will be forced to give refunds for underwhelming service, or they are planning massive monthly fee increases. It’s probably the latter to their credit. Robotaxi fee would be a normal high fee.


Zionazi oligarchist supremacism controlling media/speech promoting hate and genocide is reason to zero out his finances and media control. That bipartisan establishment loves all of this, means this performative whining over image generation tools that can be used to fake offense, is the permitted pathethic discourse establishment masquerades as democracy.


I didn’t mean a headline. I meant one act that you know is true, preferably because there is video of it. UN/NGOs are not any more credible than US/CIA accusations because they are more often than not directly controlled by the latter. The sheer volume of bs turns out to expose the pervasiveness of the corruption of accuser network rather than one verifiable event.


In Romania, they declared a candidate illegal.
Putin has higher approval ratings than any western leader. Chinese people are happier with their level of democracy than any country in the west.
Our countries are extremely corrupt with elections fully determined by Zionism, CIA and oligarchy, with parliaments/congress providing 0 useful bills of any kind, including avoiding popularly requested freedoms.
An empirical definition of democracy, as best fit, is nations with performative elections that result in a winner that is in full agreement with US foreign policy.
The cognitive dissonance of popular discontent within US’s NATO colonies is that because the US is a directly stated enemy intent on destroying them, they would be far more advantaged to be in an alliance with Russia and China, and to contain the US, instead of finding the most extreme way of subjugating themselves harder to the US.


Russia makes money from India. India marks up more from Europe. Why would Russia sell surplus to India below EU’s price cap? Not that better relations with Russia isn’t a massive benefit to EU, but the performative reimporting from India is next level dumb bs.


a corrupt president getting arrested.
You’re just repeating US empire propaganda, just as its view on murdered driver. The actual only reason to leave the Venezuelan government in place is because they are more corrupt/bribeable than Maduro. The US is most corrupt country on earth and I can name 10 direct corruption acts from Trump alone. Can you name 1 corrupt act from Maduro?


Court Delhi, counter Russian and Chinese agendas, forge bonds of mutual gain. America needs India to cage the dragon.
Punch line at the end is giving away that “EU must give things to India to help US war on China”. It’s all nice to trade more with India (btw the largest oil products provider of Ukraine), but EU would have more leverage with Russia if it purchased its oil directly from it instead of through Indian intermediaries.
This is without grid connection. If grid connected, and wholesale exported electricity revenue of 15c/kwh on cold sunny winter day or summer heat wave (72 days potential) would be 3.7 times more profitable than H2 electrolysis (assuming only $2/kg revenue), and generate over $1000/kw. Recent winter storm in PJM area spiked to $3/kwh. It wasn’t necessarily sunny during spike, but if there is a wholesale participation contract, paying employee BEV owners a huge premium is still way more than 15c/kwh. There were very cold sunny places with $1/kwh after the storm. Can consider closing the datacenter those days, but the large battery, can also monetize peak scarcity during the storm.