The Ceiling Held — They Just Walked Up to It: Inside DeepSeek V4's 1.6T Engineering Bill
DeepSeek V4 Pro just shipped at exactly 1.6T — landing dead-center on the 8×H200 ceiling I sketched a month ago. Did the wall finally crack? Or did the engineering simply pay the bills — in throughput, multimodality, and training headroom — to walk all the way up to it?
Latest Posts
AI Knowledge Sharing
Chips Kept Buying Bandwidth but DeepSeek-V4.1-Flash Stopped Spending It
For many years every inference chip has been a bet that decoding is bandwidth-bound. What happens to that bet, and to the SRAM-versus-HBM argument behind Cerebras and Groq, when a 552B model rewrites its own byte ledger so that bandwidth never binds?
Quarterly Earnings (Alpha Tier Only)
ASML 3Q26 Earnings Review : The Bottleneck Collects Its Rent Without an Auction
ASML now says its expansion plan can't meet demand through 2028, and customers are already asking to book 2029 and 2030 slots. So why is it holding those orders back, and saying the price hike won't come every year?
Obsidian Plugin
When Wikilinks Stop Scaling: An Organizational Audit of My 18,000-Note Vault
When your Obsidian vault hits 18,000 notes, which organizational method actually holds up — and which one quietly falls apart?
Company Events Analysis
Apple's AI: Not in the Models, But in the Orchestration Layer
What if the one question everyone brought to WWDC26 — has Apple finally caught up in the AI model race? — was the wrong question all along?
Macro Topics
The Price of Progress: AGI's Path to Prosperity or a Catastrophic Wage Collapse?
As artificial intelligence automates its way towards AGI, are we on a path to unprecedented prosperity, or is the price of progress a catastrophic collapse in human wages?
Annual Report Visualization
NVIDIA FY2026 Annual Report Visualization
What does NVIDIA's FY2026 10-K — with its $17.5 billion strategic investment spree, $4.5 billion geopolitical write-off, and a hidden Microsoft anti-takeover clause — reveal about a company that has quietly outgrown its own category?
