Transcript
A (0:00)
Good morning crust. It's a great day to be a bread brother. Mornings are not my jam or jelly. Oh come on, stop loafing around. I just woke up feeling hollow inside. Just grab one of the new morning uncrustable sandwiches like Bright eyed berry or up and apple filled with 12 grams of protein and tons of deliciousness crust.
B (0:22)
What are you eating?
A (0:24)
It's just granola. Not even yogurt.
B (0:27)
No crust, no fuss. Uncrust your mornings. I once thought that the Monopoly man had a monopoly, but then I remembered it's a four player game. But then I remembered he's not even playing it, so what is he doing there anyway? Tech news the US government has officially approved the sale of Nvidia's H200 accelerator cards to China, with a few caveats. Under the new rules, shipments are only allowed to be sold to approved customers, require third party reviews of every unit sold, and come with a 25% kickback to Uncle Sam. On paper, this means it's all good news for Chinese companies that have been struggling for the last year to get them into the country. Except for one very important piece of bad news. According to Reuters sources, Chinese customs were quietly told this week that H200 chips are not permitted to enter the country, and domestic tech firms were summoned and warned not to buy them unless absolutely necessary. Officials didn't clarify if this is a full ban, a temporary pause or something being stalled until an upcoming US China talk. But it is funny to see China blocking the same cards that the country was originally banned from buying. But why? China probably doesn't want to rely on Western tech, but you don't know. Maybe they're joining the ranks of the AI doomers that are really harshing Nvidia CEO Jensen Huang's vibe lately. Mocking these hardworking tech bros Is, according to Jensen, extremely hurtful, and it's even causing some of them to second guess whether blindly investing our entire economy into an unproven technology that still hallucinates nonsense. Half the time is worth it at all. Extremely hurtful. They're thinking about morality and stuff. Icky. Speaking of investing our entire economy, Microsoft just announced a community first approach to AI data centers, planning pledging to pay their fair share of electricity costs so your power bill doesn't spike every time someone asks Copilot how to uninstall Copilot In a blog post by Microsoft President Brad Smith, the company outlined five commitments. First, they'll ask utilities to set electricity rates high enough to cover data center infrastructure costs, basically volunteering to pay what they probably should have been paying all along. Smith wrote that it's both unfair and politically unrealistic for our industry to ask the public to shoulder added electricity costs for its this is a guy that works for Microsoft. Are we sure? This came one day after President Trump posted on Truth Social that AI companies must pay their own way. He also reminded everyone that America is the hottest country in the world, which obviously have you ever even seen the Appalachian Mountains? They got got. I could hike the Cumberland Gap all day if you know what I'm saying. I wanna those mountains. Microsoft also committed to community development through providing training programs for AI technology and ACHIE better water efficiency by 2030, funding $25 million in water infrastructure for Leesburg, Virginia and not requesting local tax breaks. Oh, good for you paying your taxes now. Can you maybe, I don't know, stop pumping windows full of ads myself? Yeah, okay, that's fair Nvidia is reportedly cutting back on higher VRAM graphics cards and doubling down on 8 gigabyte models as memory shortages continue to squeeze the market. According to supply chain chatter from Chinese forum board channels, Nvidia is expected to ramp up production of 8 gigabyte RTX 5060 and 5060 Ti models this year while quietly scaling back the 16 gigabyte variants. The reason should feel familiar by now. Ongoing memory constraints around GDDR6 and 7 are making larger VRAM configurations harder to source and significantly more expensive, especially in the low to mid range markets where margins are apparently already tight. From Nvidia's perspective, the move could be pretty pragmatic. Shipping more 8 gigabyte cards would allow them to say they're trying to keep prices lower, although the same post indicates that more price increases could be on the way too. I just hope they're not cutting costs even more by claiming they've got eight gigs when they've really got less. Like, are they measuring from the base or the bus interface? Sometimes when people are compensating for something, they pay for a bigger tool. I mean, hey, who wouldn't take an extra gig or two? That's probably exactly what happened when 42 people found the Deal of the Century on RTX 5090s listed at a measly thousand bucks on Amazon. Wow. Imagine their surprise when they received a package full of fanny packs instead. Mind you, a fanny pack would be a perfect thing to bring along on a journey with our sponsor.