Beyond the GPU Mirage: Bernstein’s $700B Warning and the True Bottlenecks of AI
A single line from a Bernstein report rippled through my terminal last week:...
gpu scarcity related articles
A single line from a Bernstein report rippled through my terminal last week:...
Hook Over the past twelve months, SK Hynix’s revenue surged to $64.1 billion,...
Fear
Market Sentiment
Improves data availability sampling efficiency
Circulating supply increases by about 2%
Block reward reduced to 3.125 BTC
Block reward halving event
Independent validator client goes live on mainnet
Raises validator limit and account abstraction
92 million ARB released
Team and early investor shares released
Bitcoin Season