Jukan ✓
@jukan05 · joined 18 Sep 2024
@citrini
212 789Followers
424Following
18 994Posts total
7.5MViews on collected posts
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@jukan05 Why first hand news not for we cult members exclusively 🤣
2.8K views · 13 likes
· 0 reposts · 0 replies
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SK HYNIX AND INTEL ARE IN TALKS TO MAKE MEMORY CHIPS IN THE US
$INTC $SKHY
209.3K views · 1.1K likes
· 93 reposts · 31 replies
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@jukan05 Memory prices are extremely high, and memory companies are earning extraordinary profits. Memory companies should significantly increase the supply of memory chips over the next two years by expanding production capacity significantly to reduce prices substantially.
303 views · 0 likes
· 0 reposts · 0 replies
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@jukan05 4-Hi falling off the production table is the ugly line in that TrendForce note.
293 views · 0 likes
· 0 reposts · 0 replies
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@jukan05 “Enough” is rarely what drives semiconductor roadmaps.
Incentives do.
If AI keeps making bandwidth and memory capacity the bottleneck, memory makers will optimize for the next constraint not the current minimum.
That’s where the real HBM race is.
693 views · 1 likes
· 0 reposts · 0 replies
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TrendForce explains why 4-Hi HBM isn’t enough.
(Personally, I think memory makers wouldn’t produce 4-Hi HBM even if it were enough.)
https://t.co/krGfxLeyP8
77.5K views · 201 likes
· 13 reposts · 14 replies
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Interview with Murata's Vice President on MLCC Market Demand Outlook and Future Strategy (Nikkei)
Q) What is your outlook for the MLCC market?
- MLCC content per AI server is rising, and alongside small size and high capacitance, demand for high heat resistance MLCC is also
66.4K views · 215 likes
· 18 reposts · 11 replies
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@jukan05 Oh wow so if we take out the cost of making the product and the cost of distributing the product, we make money. Makes sense why they wanna ban competition, so they don't have to worry about doing either.
66K views · 4.8K likes
· 57 reposts · 10 replies
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“Anthropic’s gross margins are above 80% before accounting for revenue shared with distribution partners, including Amazon, and the cost of training its models.”
Wow. https://t.co/3rlZkS2Xln
5.1M views · 4.9K likes
· 338 reposts · 396 replies
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• ANTHROPIC HAS TOLD INVESTORS IT EXPECTS TO POST A PROFIT FOR TWO CONSECUTIVE QUARTERS (FT)
830.4K views · 720 likes
· 29 reposts · 26 replies
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@jukan05 @insane_analyst Qualcomm is the new Intel
26.8K views · 18 likes
· 1 reposts · 1 replies
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AMD overtakes Qualcomm to become the world’s third-largest fabless semiconductor company. https://t.co/ZfXqqY0VDZ
80.1K views · 949 likes
· 76 reposts · 28 replies
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@jukan05 I deployed and ran 150,000 GPUs across 7 physical data centers and ran that for years. I did it entirely remote too, during covid.
These days it is a lot more complex. It is more expensive, and consumes a lot more power. Of course.
But, for the actual hardware itself,
5.5K views · 19 likes
· 1 reposts · 2 replies
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@jukan05 I don’t feel like this is that much to be fair
2.3K views · 21 likes
· 0 reposts · 0 replies
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I recently heard a compelling explanation for why U.S. frontier AI labs are throwing such staggering numbers of GPUs at training.
Apparently, they use a highly inefficient approach to training AI. They create multiple pools of candidate models and massively expand those pools to
220.9K views · 1.2K likes
· 75 reposts · 95 replies
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@jukan05 I'm actually surprised to the downside. I believe Grok 4 was trained on a similar number of GPUs. Of course, those were H100 equivalents, and these are probably B200 equivalents, but I would still have bet that training runs these days are in the hundreds of thousands of
3.1K views · 18 likes
· 0 reposts · 1 replies
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So Astra was trained on 100,000 GPUs…
That’s a staggering amount of compute. https://t.co/oc9jgV5ubz
403.1K views · 1.3K likes
· 95 reposts · 56 replies
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Chinese Semiconductor Equipment Makers Accelerate Localization Beyond Front-End Processes into Advanced Packaging
Major Chinese semiconductor equipment manufacturers are accelerating efforts to localize back-end processing equipment by leveraging technologies they have already
61.5K views · 292 likes
· 26 reposts · 10 replies
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Looking at predictions like these, I think Demis Hassabis was absolutely right to pursue AI applications in science and mathematics, but he moved too early. He should have focused more on improving AI’s fundamental capabilities.
Another thought comes to mind: if AlphaFold was
123.6K views · 665 likes
· 27 reposts · 28 replies
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Is Anthropic worth buying at a $2 trillion valuation?
58.5K views · 118 likes
· 7 reposts · 27 replies
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На фоне аккаунтов своего размера
26 постов за последние 90 дней рядом с диапазоном 100K–1M подписчиков. показывается широко, но откликается мало кто.
Медианные просмотры44 502этот аккаунт5 983медиана для 100K–1M
Охват, %20.91%этот аккаунт1.49%медиана для 100K–1M
Вовлечённость, %0.37%этот аккаунт0.93%медиана для 100K–1M
| Показатель | Этот аккаунт | Медиана для 100K–1M | Отношение |
|---|---|---|---|
| Медианные просмотры на пост | 44 502 | 5 983 | 7.44× |
| Охват (просмотры ÷ подписчики) | 20.91% | 1.49% | 14.0× |
| Вовлечённость | 0.37% | 0.93% | 0.40× |
Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
830.4K13 Sep
5.1M
145.4K
66K
66.4K14 Sep
15.7K
240
77.5K
693
293
303
209.3K16 Sep
30.5K
2.8K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.10%13 Sep
0.12%
0.06%
7.32%
0.38%14 Sep
0.10%
0.00%
0.29%
0.14%
0.00%
0.00%
0.59%16 Sep
0.15%
0.46%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes76.6%16 566 in total
Reposts4.0%861 in total
Replies3.4%743 in total
Quotes3.4%740 in total
Bookmarks12.5%2 712 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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