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)
Nvidia 2Q27 Review: Guidance by Subtraction - NVIDIA's Ceiling Is Set by Supply, Its Margin by Memory
When NVIDIA guides to 70% growth against customer forecasts pointing to a doubling, what is it really telling you about who now sets its growth rate and its gross margin?
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?
