fiber-optics

#fiber-optics

@zostaff: 20 years ago Jane Street's entire compute cluster was six Dell boxes stacked on the floor at the end of an office row. …

X AI KOLs Timeline ↗ · 2026-05-18 Cached

Jane Street allowed Dwarkesh Patel to tour their new Texas data center with 4,032 GPUs, each rack pulling 140 kilowatts, highlighting the massive scale and unique networking choices.

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#fiber-optics

@FinanceYF5: AI companies are all competing for GPUs and models. NVIDIA instead invested in an old glass manufacturer with 175 years of history: Corning. $32 billion! [First tranche] $500 million → acquires 3 million shares. Build 3 fiber optic factories, increasing capacity by 10 times. Everyone is asking: In the AI era, why did Jensen Huang invest in glass? The answer is more important than you think

X AI KOLs Following ↗ · 2026-05-12 Cached

NVIDIA invests $500 million in the first tranche of a $3.2 billion commitment in Corning to expand fiber optic production capacity, highlighting the critical role of physical infrastructure in the AI era.

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fiber-optics

@zostaff: 20 years ago Jane Street's entire compute cluster was six Dell boxes stacked on the floor at the end of an office row. …

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