Author | Lightnews

Jacob's Ladder ☭🇨🇺🇵🇸 @coleraineyid.bsky.social · 3h

Widespread calls for the Education Minister to resign over a visit to illegally occupied East Jerusalem. And Stephen Nolan leads with someone blocking sinks in the bogs at Stormont. Tell me how he isn’t biased again 🤦

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Jacob's Ladder ☭🇨🇺🇵🇸 @coleraineyid.bsky.social · 3h

Is you’re too stupid to know you’re beyond redemption. Where do you think this is stored and who has access? 🤦

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Ed Zitron @edzitron.com · 14h

Premium Newsletter tomorrow: Meta, Google, Amazon and Microsoft must add $2 Trillion in AI revenue by 2030 or they wasted their capex.

The cost of data centers GPUs may make it impossible to make a profit from AI. Here's $10 off annual.

edzitronswheresyouredatghostio.outpost.pub/public/promo...

So, big tech has spent hundreds of billions of dollars of capital expenditures, and much of those expenditures are on GPUs. These GPUs, once installed, immediately begin decaying in value, and the more you use them, the more likely they are to crap out, and even when sitting idle, these GPUs have some power consumption — somewhere between 7% and 14% of their power in the case of the H100 — making them a consistent burden on the infrastructure of any purchaser whether they have customers or not. This becomes an even bigger problem for more expensive GPUs like the B200, which has an idle power draw of 140W per GPU.

Extrapolate that out to thousands, tens of thousands or hundreds of thousands of them, or to the 50,000-per-building of them inside Stargate Abilene’s NVIDIA’s , and you’ve got yourself a problem.

Even without customers, even without IT load, these servers sit burning power, and while a company could turn them off and boot them on for a period of time, these racks are often run in clusters — servers of GPUs that are synced together using high-speed networking — and while I can’t find anything firm as far as how long it takes to set up a cluster, this presentation on cluster design from the CEO of Lambda details a cluster’s sheer complexity, involving discrete networking, software layer and storage methods just to get the bloody thing working.

In simple terms, it may be expensive to leave them on, but it’s going to take a bunch of time and energy to restart these things, meaning that they are more than likely left on, slowly burning energy.

Imagine how bad that is at a scale of hundreds of thousands of GPUs?

Yet things might be a little wonkier, as the reality may be that while hyperscalers have customers, those customers might not be using all their GPUs at all times. Although there may be some customers that agree to a minimum spend or throughput, it’s hard to imagine that these contracts are enough to surmount the destructive margins.

And when …

And when I say “destructive margins,” I mean so much more than just the power to run and cool them. There’s the construction of the data centers to house them, the necessary maintenance, and, of course, any and all debt used to buy them.

While I can (and will!) say that for every $50,000 GPU bought, big tech needs to make another $100,000, I believe that the hole created by the GPU’s existence is likely larger than just $100,000, with every construction delay, power outage, or moment of idle compute adding dollars to the hole for each and every GPU.

Need a very real example? The Information reported recently that Oracle lost $100 million between June and August 2025 on rentals of NVIDIA’s Blackwell chips:

In the three months that ended in August, Oracle lost nearly $100 million from rentals of Nvidia’s Blackwell chips, which arrived this year. That’s partly because there is a period between when Oracle gets its data centers ready for customers and when customers start using and paying for them, the documents show. It’s not clear what causes the gap or how Oracle plans to shorten it.

So, while we can’t say for sure, there’s a chance a large chunk of these losses were caused by the spread-out deprecation of those Blackwell GPUs — after all, its most recent quarterly earnings included $1.35 billion of depreciation, right?

Sidenote: For context, Oracle reported depreciation of $804m in the same period last year, and depreciation of $3.867bn for the whole of FY2025. This should give you a sense of how rapidly these GPUs are becoming a millstone on its earnings.

…is there any way to actually recover that $100 million through the margins on these chips? Oracle only has 4.5 years of depreciation on these Blackwell Chips, and The Information reports that those GB200 server racks have a negative 100% gross margin according to internal Oracle documents. If that’s the case, we have a much, much bigger problem, but even if the margins aren’t literally negative…will ther…

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Jacob's Ladder ☭🇨🇺🇵🇸 @coleraineyid.bsky.social · 14h

Fuck them all. You’re snooping for the state

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Jacob's Ladder ☭🇨🇺🇵🇸 @coleraineyid.bsky.social · 14h

👌

Moose Allain @mooseallain.bsky.social · 12d

Andrew is a sort of non-prince now, a… well, I’m sure there’s some sort of portmanteau word that would describe him well.

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Brendel @brendelbored.bsky.social · 19h

No one should have to put up with this shit but in particular kids should not have to put up with this shit

Block Club Chicago @blockclubchi.bsky.social · 19h

Indoor trick-or-treat events. Candy dropoffs. Neighbors patrolling with whistles.

This is how Chicagoans are helping kids have a safe and ICE-free Halloween this year: blockclubchi.co/47qJSzi.

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LorennaCleary.bsky.social @lorennacleary.bsky.social · 20h

Waltz called out at the UN. The rhetoric this administration uses in the US won’t fly anywhere else still and that’s of some comfort. The entire world is being tested right now.

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Jacob's Ladder ☭🇨🇺🇵🇸 @coleraineyid.bsky.social · 1d

He’s as thick as a Boxing Day turd

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Jacob's Ladder ☭🇨🇺🇵🇸 @coleraineyid.bsky.social · 1d

He’s a total twat

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Justin Baragona @justinbaragona.bsky.social · 1d

This was just posted by a CBS News producer on their Instagram stories.

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Jacob's Ladder ☭🇨🇺🇵🇸 @coleraineyid.bsky.social · 1d

Playing like Stoke and still getting beaten. Richarlison is about as talented as Christy Brown’s right foot.

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JosimarFootball @josimarfootball.bsky.social · 2d

New.

Celtic proudly promotes itself as a football club with a social consciousness. For nine years the club’s main sponsor has been a betting company breaking laws, defrauding customers and wrecking lives.

By Nathan Paul Southern and Lindsey Kennedy

josimarfootball.com/2025/10/29/d...

Dirty money - josimarfootball.com

Celtic proudly promotes itself as a football club with a social consciousness. For nine years the club’s main sponsor has been a betting company breaking laws, defrauding customers and wrecking lives.

josimarfootball.com

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Jenny Cohn @jennycohn.bsky.social · 1d

“The [Harvard Salient] article also urged a return to values ‘rooted in blood, soil, language, and love of one’s own.’ The phrase ‘blood and soil’ was a Nazi slogan used to promote the importance of ethnic purity and territorial expansion.”

Jenny Cohn @jennycohn.bsky.social · 2d

👀 The right wing Harvard Salient published an article stating “Germany belongs to the Germans, France to the French, Britain to the British, America to the Americans” & calling 4 values based on “‘blood, soil, language, & love of one’s own.’” Their alumni board suspended them but they won’t obey 1/

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Dáibhí's Favourite Month 🎃 @daibhi.bsky.social · 2d

And this is how the zombie apocalypse starts.

The Independent @the-independent.com · 2d

BREAKING | Truck hauling monkeys carrying hepatitis C, herpes and Covid overturns in Mississippi

Truck hauling monkeys carrying hepatitis C, herpes and Covid overturns in Mississippi

www.independent.co.uk

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Lamentably Undead @lamentablyawake.bsky.social · 2d

Imagine just how much contempt for Palestinian life everyone responsible for this headline appearing on the Guardian website must have.

Israeli strikes in Gaza kill at least 104 overnight as ceasefire looks increasingly fragile

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Jacob's Ladder ☭🇨🇺🇵🇸 @coleraineyid.bsky.social · 2d

Israel is the extreme Ulster unionists’ little fantasy. They wish they could’ve behaved like the Israelis here. They are beyond redemption

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Jacob's Ladder ☭🇨🇺🇵🇸 @coleraineyid.bsky.social · 2d

Wait until you see their support of genocidal Israel this week

Cormac Moore @cormacmoorehist.bsky.social · 2d

Today’s Irish News article on political unionism’s inability to move beyond the past as shown by Gavin Robinson’s disgraceful posting of the insignia of the Parachute Regiment last week, www.irishnews.com/opinion/corm...

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alt-DUP @dup-online.bsky.social · 2d

Givan will proudly extol that he's a pro-life Christian yet he has no problem with tens of thousands of unnecessary deaths of women and children in Gaza. Just another hypocritical cherry-picking zealot.

Belfast Telegraph @belfasttelegraph.co.uk · 2d

An Alliance MLA said questions on “the appropriateness of the minister’s trip must be answered"

Stormont Education Minister Paul Givan under fire over visit to Israel

Stormont Education Minister Paul Givan has come under fire over a trip to Israel.

www.belfasttelegraph.co.uk

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Mr. Spock 🖖 @spockresists.bsky.social · 4d

Here is Gregory Bovino, the man in charge of ICE agents in Chicago.

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Jacob's Ladder ☭🇨🇺🇵🇸 @coleraineyid.bsky.social · 2d

He’s like the terminally uncool kid in school who was a total try hard.

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fesshole 🧻 @fesshole.bsky.social · 2d

Whilst I hate the guys who challenge anyone wearing a band t-shirt to name 4 albums or whatever, it did slightly bum me out the other day when a mate's 12 year old daughter thought Nirvana was just the clothing brand that made her t-shirt

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Martin Calladine @uglygame.bsky.social · 2d

This should be considered the gambling industry's equivalent of when the CEOs of cigarette manufacturers went before the US Congress and claimed they did not believe that nicotine was addictive.

They are immoral people, lying about the actions of their industry.
www.theguardian.com/society/2025...

Gambling does not cause any ‘social ills’, lobbyist tells incredulous MPs

Head of UK’s Betting and Gaming Council was asked to repeat claim as she spoke against increasing taxes on sector in November budget

www.theguardian.com

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Jacob's Ladder ☭🇨🇺🇵🇸 @coleraineyid.bsky.social · 2d

‘Shaking off the fleas”. How’s that working out centrist dad?

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รℓσαɳε ℓყรɓεƭɦ 🏳️‍🌈 @sloanelysbeth.bsky.social · 3d

keir starmer: if you don't like the changes that we've made

keir starmer: I say
the door is open and you can leave

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