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counterpixel.bsky.social
Matcha
@counterpixel.bsky.social
190 followers 280 following 140 posts
Ojibwe miniature painter/MTG Arena addict
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counterpixel.bsky.social
Matcha @counterpixel.bsky.social · Jun 12
To-Do List:

- Titan Axiom Maniple for Adeptus Titanicus/Legions Imperialis
- Complete Emperor's Children
- 2x Saturnine Boxed set when they release: Salamanders/Iron Hands for one, Iron Warriors for the other
- Trench Crusade Warband
- Hedonites of Slaanesh

...it's gonna be a busy summer.
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edzitron.com
Monday Premium: The 12.7k word Hater's Guide To NVIDIA: how it makes money, how millions of GPUs are likely sitting uninstalled, and how its entire future relies on companies raising hundreds of billions in debt.

Here's $10 off annual.
edzitronswheresyouredatghostio.outpost.pub/public/promo...
NVIDIA's Future Success Is Predicated On The Ability For Everybody To Keep Feeding It Tens Of Billions Of Dollars Every Quarter, Requiring Endless Debt, Space, and Actual AI Demand To Exist Here are some thoughts I have had: A 25MW data center takes about $1 billion, with $600 million of that being GPUs - 200 GB200 racks, to be specific. It needs about 20 acres - 100,000 square feet for the data center, roughly. NVIDIA sells about $50 billion of GPUs and associated hardware in a quarter, so let's say that $40 billion of that is just the GPUs and $10 billion is the hardware, so around 13,333 GB200 racks. I realize that NVIDIA sells far more than that (GB300 racks, singular GPUs, and so on). Deep-pocketed hyperscalers like Microsoft, Google, Meta and Amazon representing 41.32% of NVIDIA's revenue in the middle of 2025, funneling free cash flow directly into Jensen Huang's pockets... ...for now. Amazon ($15 billion), Google ($25 billion), Meta ($30 billion) and Oracle ($18 billion) have all had to raise massive amounts of debt to continue to fund AI-focused capital expenditures, with more than half of that (per Rubenstein) spent on GPUs. Otherwise, basically anybody buying GPUs at any scale has to fund doing so with either venture capital (money raised in exchange for part of the company) or debt. NVIDIA, at this point, around 8% of the value of the S&P 500 (the 500 leading (meaning they meet certain criteria of size, liquidity (cash availability) and profitability) companies on the US stock market). Its continued health - and representative value as a stock, which is not necessarily based on its actual numbers or health, but in this case kind of is? - has led the stock market to remarkable gains. It is not enough for NVIDIA to simply be a profitable company. It must continue beating the last quarter's revenue, again and again and again and again, forever. If that sounds dramatic, I assure you it is the truth. NVIDIA's continued success - and ability to continue delivering outsized beats of Wall Street's revenue estimates - depends on: The willingness of a few very large, cash-rich companies (Microsoft, Meta, Amazon and Google) to continue buying successive generations of NVIDIA GPUs. The ability of said companies to continue buying successive generations of GPUs. The ability of other, less-cash-rich companies like Oracle to continue being able to raise debt to buy massive amounts of GPUs - such as the $40 billion of GPUs that Oracle is buying for Stargate Abilene. This is becoming a problem. The ability of unprofitable, debt-ridden companies like CoreWeave, AI "neoclouds" that use the GPUs they purchase from NVIDIA as collateral for loans to buy more GPUs, to to continue raising that debt to buy more GPUs. The ability of anybody who buys these GPUs to actually install them and use them, which requires massive amounts of construction...and more power than is currently available, even to the most well-funded and conspicuous projects. In simple terms, for the debt markets to continue propping up its revenues, because there is not really enough free cash in the world to continue pumping it into NVIDIA at this rate. And after all of this, Large Language Models, the only way to make any money on any of these GPUs, must prove they can actually produce a profit. Per my article from September, I can find no compelling evidence (outside of boosters speciously claiming otherwise) that it's profitable to sell access to GPUs. Based on my calculations, there's likely little more than $61 billion of actual AI revenue in 2025 across every single AI company and hyperscaler. Note that I said "revenue." Absolutely nobody is making a profit. The NVIDIA situation is one of the most insane things I've seen in my life. The single-largest, single-most-valuable, single-most-profitable company on the stock market has got there through selling ultra-expensive hardware that takes hundreds of millio…
November 21, 2025 at 10:31 PM
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serenamalyon.bsky.social
Sif - watercolour and acryla gouache
a painting of Sif from Dark Souls, a good pup
November 13, 2025 at 4:02 PM
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faithschaffer.bsky.social
⭐🌟 searching by starlight 🌟⭐
Ink drawing- side profile vignette of a woman walking though a windy patch of tall grass. She is carrying a lantern full of stars.
November 12, 2025 at 7:49 PM
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shindigs.bsky.social
zohran high school host club
November 5, 2025 at 5:37 AM
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natesmith.dev
Toronto, you will not taste victory until you sacrifice Drake
November 2, 2025 at 4:24 AM
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ladyamalthea.tgirl.gay
Bayonetta
October 31, 2025 at 5:49 PM
counterpixel.bsky.social
My brother after watching Addison Barger casually crack a hit into the outfield: This guy should pinch hit for the entire team
November 1, 2025 at 3:56 AM
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mindyleedoodles.bsky.social
October 31, 2025 at 3:17 AM
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captainruck.bsky.social
oh my god
"My newest hobby is finding lines from The Simpsons that could pass for Morrissey song titles." I took this image from somewhere else and can't write all of these out on my phone, so if you're reading this because you need the alt-text, take the opportunity to brainstorm some good ones of your own.
October 30, 2025 at 11:46 PM
counterpixel.bsky.social
I'm just looking at this baseball game thinking "yeah I know these feels fr fr" like I should have burnt out and crashed on my current path ages ago
October 28, 2025 at 6:30 AM
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sonicsledgehammer.bsky.social
I hear there's some kind of infinite baseball game?
October 28, 2025 at 6:22 AM
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foxes.hourly.media
October 28, 2025 at 5:22 AM
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pookleblinky.bsky.social
Each smallest problem a person making games encounters, up to life-wrecking huge ones, eventually leads to the punchable face of a specific guy whose obscene wealth has allowed him to entirely forget what it is like to be told "no, that's a stupid fucking idea, what the fuck is the matter with you"
October 27, 2025 at 6:53 PM
counterpixel.bsky.social
I think I'm having a stroke
kthorjensen.bsky.social K. Thor Jensen @kthorjensen.bsky.social · Oct 24
Oh my god some fucking tech dingdong posted this on Twitter with the caption "AI games are going to be amazing" totally seriously, you have to watch it. You have to. In full screen.
October 24, 2025 at 9:08 PM
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fauxbeatpoet.bsky.social
No correct aspect ratio upload to be found on YouTube, and I could be more rigorous about my editing, but I genuinely think this is some of the funniest 106 seconds in comedy history, and definitely in my top five Simpsons jokes.
October 23, 2025 at 5:15 AM
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counterpixel.bsky.social
My bastard snake son is complete. #emperorschildren #paintingwarhammer #fulgrim #daemonprimarch #warhammer40k #warhammercommunity
Painted Fulgrim miniature with focus on the envenomed daemon blade he carries to battle. Painted Fulgrim miniature with focus on the Fireblade replica weapon he carries to battle. A fully-painted miniature of Fulgrim, Daemon Primarch of the Emperor's Children.
October 3, 2025 at 5:34 PM
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hazelmonforton.com
Warhammer 40,000: Rogue Trader (2023)
Tumblr user bandydear while you were exploring each other's bodies I was exploring this desolate and fucked up space ship Tumblr user greyramblings what if we... explored each others bodies in this desolate and fucked up space ship? Tumblr user the-polyhedron What if we explored each other's desolate and fucked up bodies
October 22, 2025 at 1:18 AM
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asphodelles.bsky.social
malys
October 20, 2025 at 6:03 PM
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brunodias.bsky.social
This is what makes me feel insane though everyone who has basic reasoning skills has been going "this is nonsense, this is bullshit, this is snake oil" continuously for months but journalists will still cover it as if obvious outcomes are astounding
October 20, 2025 at 3:25 AM
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leyawn.bsky.social
me: it’s fun to take steps two at a time

bluesky reply: what’s NOT fun is the TWO-timing CROOK in the white house STEPPING on democracy

jd vance: drinking liberal tears lol. i’m still here. can you guys see me

me (sending my umamusume pretty derby team at him): girls, trample that man to death
July 8, 2025 at 2:37 PM
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shuchancellor.online
I REMAIN AN EDELGARDIST, ABOLISH THE MONARCHY AND ALL THEIR ABUSER PERVERT RELATIVES
emperor edelgard in her armor red and wielding aymr
October 17, 2025 at 6:12 PM
counterpixel.bsky.social
I'm tired, fam.
October 17, 2025 at 5:42 PM
counterpixel.bsky.social
This post feels like speaking words into an all-consuming void at this rate, but the culture war tourists getting all twisted up about Mike Brooks putting queer relationships into the new Voidscarred novel clearly weren't around for Lelith Hesperax: Queen of Knives
October 17, 2025 at 5:34 PM
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andywpoliver.bsky.social
It's actually remarkably easy to not ever use ChatGPT.
October 17, 2025 at 3:54 PM
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mekhartist.bsky.social
I made a little something for #IndigenousPeoplesDay
3 of my favorite characters in one picture
(yapping thread incoming)

#fanart #olrox #connorkenway #kahhori
October 13, 2025 at 2:49 PM