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Geiger

@geigerdotgeiger.bsky.social

Nerd, nerd, nerd. An adult, and so should you be.

251 Followers  |  166 Following  |  188 Posts  |  Joined: 26.11.2024  |  2.008

Latest posts by geigerdotgeiger.bsky.social on Bluesky

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the expanse explained it best

21.11.2025 23:36 โ€” ๐Ÿ‘ 26    ๐Ÿ” 10    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

imagine walking down the beach and seeing jesus carrying some guy

22.11.2025 01:04 โ€” ๐Ÿ‘ 3035    ๐Ÿ” 475    ๐Ÿ’ฌ 22    ๐Ÿ“Œ 0
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KILL SIX BILLION DEMONS killsixbilliondemons.com

22.11.2025 04:04 โ€” ๐Ÿ‘ 394    ๐Ÿ” 82    ๐Ÿ’ฌ 6    ๐Ÿ“Œ 1

I really thought to myself "how bad could it be"

21.11.2025 20:58 โ€” ๐Ÿ‘ 1576    ๐Ÿ” 755    ๐Ÿ’ฌ 19    ๐Ÿ“Œ 21
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Endangered Species of the Philippines ๐Ÿ‡ต๐Ÿ‡ญ

22.11.2025 01:04 โ€” ๐Ÿ‘ 606    ๐Ÿ” 268    ๐Ÿ’ฌ 5    ๐Ÿ“Œ 1
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#OC
"CBAS" -chan

A nifty robot maid who tries to stay in style despite her incredibly outdated hardware.

16.09.2025 08:28 โ€” ๐Ÿ‘ 1077    ๐Ÿ” 312    ๐Ÿ’ฌ 10    ๐Ÿ“Œ 4
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#OC

17.02.2025 13:25 โ€” ๐Ÿ‘ 3037    ๐Ÿ” 844    ๐Ÿ’ฌ 13    ๐Ÿ“Œ 6
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21.11.2025 22:55 โ€” ๐Ÿ‘ 287    ๐Ÿ” 144    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 8

I DROPPED ALL MY SKILL POINTS IN SWIMMING BECAUSE I DIDNโ€™T WANT TO DROWN IN ALL THIS PUSSY

24.09.2025 23:20 โ€” ๐Ÿ‘ 90    ๐Ÿ” 32    ๐Ÿ’ฌ 2    ๐Ÿ“Œ 0
Post image 22.11.2025 01:19 โ€” ๐Ÿ‘ 85    ๐Ÿ” 41    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 1
Jax's timeline colludes to show her Marjorie Taylor Green resigning from office

Jax's timeline colludes to show her Marjorie Taylor Green resigning from office

this is how I find out

22.11.2025 01:31 โ€” ๐Ÿ‘ 64    ๐Ÿ” 12    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

I think one of the marketing professors at my university might be a furry

I was proctoring one of their exams and one of the questions involved a fictional company called PulsarGear for hyper-active gym wear, with a red cardinal as the logo.

@pulsarbird.bsky.social

22.11.2025 02:17 โ€” ๐Ÿ‘ 45    ๐Ÿ” 3    ๐Ÿ’ฌ 8    ๐Ÿ“Œ 0
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 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 millioโ€ฆ

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 millioโ€ฆ

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...

21.11.2025 22:31 โ€” ๐Ÿ‘ 579    ๐Ÿ” 81    ๐Ÿ’ฌ 7    ๐Ÿ“Œ 4

A major antagonist dies in the guilty gear pachinko machine and is never mentioned again

The machine has a built in ash tray

22.11.2025 01:26 โ€” ๐Ÿ‘ 168    ๐Ÿ” 87    ๐Ÿ’ฌ 3    ๐Ÿ“Œ 0

Iโ€™m planning to offer commissions around the start of next year. Depending on what other work I can find. Until then think about what you might want see done in my style!

21.11.2025 22:57 โ€” ๐Ÿ‘ 6    ๐Ÿ” 5    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

I canโ€™t even get anyone to admit or remember that asymptomatic Covid is a thing.

21.11.2025 22:45 โ€” ๐Ÿ‘ 184    ๐Ÿ” 46    ๐Ÿ’ฌ 6    ๐Ÿ“Œ 1
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The guy in the green sweater is hanging on for dear life.

21.11.2025 02:48 โ€” ๐Ÿ‘ 1071    ๐Ÿ” 262    ๐Ÿ’ฌ 64    ๐Ÿ“Œ 53
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Praise the old ones... the latest batch of holy hatchings have given us our thickest aggradons yet ๐Ÿฆ–

comm for Glatius

17.11.2025 18:01 โ€” ๐Ÿ‘ 880    ๐Ÿ” 215    ๐Ÿ’ฌ 5    ๐Ÿ“Œ 0
Nightwing: -and I was like, โ€œTerra? I hardly know her!โ€
Geo Force:
Nightwing: No, but seriously, your sister is dead.

Nightwing: -and I was like, โ€œTerra? I hardly know her!โ€ Geo Force: Nightwing: No, but seriously, your sister is dead.

22.11.2025 00:54 โ€” ๐Ÿ‘ 83    ๐Ÿ” 14    ๐Ÿ’ฌ 2    ๐Ÿ“Œ 0

The funniest gag I ever wrote was when I did a Warhammer 40k story that was an adeptus sororitas chronicler writing down stuff and sheโ€™d write paragraphs of loving description for the female imperial guard enlisted who was serving as a bodyguard and then go โ€œthe sector governor, a man, was presentโ€

21.11.2025 23:48 โ€” ๐Ÿ‘ 102    ๐Ÿ” 29    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 1
Post image 21.11.2025 23:51 โ€” ๐Ÿ‘ 168    ๐Ÿ” 34    ๐Ÿ’ฌ 10    ๐Ÿ“Œ 2
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#mawile

02.11.2025 04:18 โ€” ๐Ÿ‘ 2101    ๐Ÿ” 647    ๐Ÿ’ฌ 8    ๐Ÿ“Œ 2
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Get yourself a straight up dork

21.11.2025 23:29 โ€” ๐Ÿ‘ 907    ๐Ÿ” 140    ๐Ÿ’ฌ 4    ๐Ÿ“Œ 1
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Shot + chaser

21.11.2025 20:46 โ€” ๐Ÿ‘ 3052    ๐Ÿ” 1304    ๐Ÿ’ฌ 23    ๐Ÿ“Œ 77
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clair obscur is basically this

21.11.2025 22:34 โ€” ๐Ÿ‘ 444    ๐Ÿ” 66    ๐Ÿ’ฌ 7    ๐Ÿ“Œ 1
A four panel comic with big letters at the top that say "love those classic looney tunes?
Thrill and delight as Porky Pig is flattened between two sheets of glass!"

We see porky pig.
His body begins to bulge and deform. 
His body bulges further, the ink that makes up his colors begins to eject from ruptures in his outline.
Porky pig is now reduced to a collection of blobs of color, his face sticking out of them, saying "at what level of abstraction do I stop being myself? Do I have a self? Do I persist as long as I am remembered? But then- can you really tell the difference between a memory and a dream?"

A four panel comic with big letters at the top that say "love those classic looney tunes? Thrill and delight as Porky Pig is flattened between two sheets of glass!" We see porky pig. His body begins to bulge and deform. His body bulges further, the ink that makes up his colors begins to eject from ruptures in his outline. Porky pig is now reduced to a collection of blobs of color, his face sticking out of them, saying "at what level of abstraction do I stop being myself? Do I have a self? Do I persist as long as I am remembered? But then- can you really tell the difference between a memory and a dream?"

Love those classic Looney Tunes? Thrill and delight as Porky Pig is flattened between two sheets of glass!

21.11.2025 21:02 โ€” ๐Ÿ‘ 928    ๐Ÿ” 197    ๐Ÿ’ฌ 11    ๐Ÿ“Œ 3
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๐Ÿ˜ณ

#Pareidolia #Iseefaces #SeeingFaces #FacesInThings #FacesInPlaces

20.11.2025 20:24 โ€” ๐Ÿ‘ 116    ๐Ÿ” 6    ๐Ÿ’ฌ 14    ๐Ÿ“Œ 1
Watercolor artwork of goobi and wormbo working together to get a bouncy ball from a capsule machine.

Watercolor artwork of goobi and wormbo working together to get a bouncy ball from a capsule machine.

Bouncy ball investment
[ #art #oc #watercolor ]

21.11.2025 19:02 โ€” ๐Ÿ‘ 202    ๐Ÿ” 71    ๐Ÿ’ฌ 4    ๐Ÿ“Œ 0
5 panel comic. Panel 1: the adhd alien figure greets her brain, asking if the brain is ready for some work today. Panel 2: the brain is crying and mumbling. Panel 3: the alien is pleading with the brain that they need to get a lot of things done. Panel 4: the brain is hissing like a cat. Panel 5: the alien simply says โ€žok thenโ€œ

5 panel comic. Panel 1: the adhd alien figure greets her brain, asking if the brain is ready for some work today. Panel 2: the brain is crying and mumbling. Panel 3: the alien is pleading with the brain that they need to get a lot of things done. Panel 4: the brain is hissing like a cat. Panel 5: the alien simply says โ€žok thenโ€œ

20.11.2025 17:00 โ€” ๐Ÿ‘ 2660    ๐Ÿ” 730    ๐Ÿ’ฌ 15    ๐Ÿ“Œ 28
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'Warhammer: Vermintide 2' is free to keep on Steam.

store.steampowered.com/app/552500/W...

21.11.2025 18:20 โ€” ๐Ÿ‘ 35    ๐Ÿ” 17    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

@geigerdotgeiger is following 20 prominent accounts