0xrelogic

5 ms·

1.
by 0xrelogic 11mo ago
Analyzed Q3 2025 earnings data from UBS and found China's AI story is actually two separate cycles with 12-18 month lag between them. • Mainland hardware suppliers (optical transceivers, servers): +34-57% earnings growth NOW • Innoligh
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by 0xrelogic 11mo ago
I wrote this after Jensen Huang's Nov 7 statement that Nvidia now has "zero share" of China's AI datacenter market, down from 95%. The geopolitical split is creating three distinct compute ecosystems. - China revenue imp
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by 0xrelogic 11mo ago
Last week I wrote about Meta's $75B AI infrastructure spending. Seven days later: $30B bond offering (largest since 2023), stock dropped 11% (worst day in 3 years), and Wall Street analysts who were bullish 48 hours earlier all downgra
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by 0xrelogic 11mo ago
I tested Next.js 16 on a 200+ component project. The Turbopack numbers are real: Development startup: 1083ms (Webpack) → 603ms (Turbopack) = 44% faster Production builds: 45s (Webpack) → 17s (Turbopack) = 2.6x faster This isn't a micro
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by 0xrelogic 11mo ago
You're touching on the core tension in Meta's strategy. I think you're partially right, but there's more to it. On "replacing expensive humans" agree that's part of it, but the bigger play is augmenting ex
6.
by 0xrelogic 11mo ago
Interesting theory, but the current numbers and recent developments suggest a different picture. Meta's Q3 2025 ad revenue is expected at 48.5B(21.666-72B, so still a significant cost-to-revenue gap. Regarding advertising in AI assist
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by 0xrelogic 11mo ago
Good question. The financing structure is actually quite interesting it's not traditional equity investment. For the Hyperion deal specifically (confirmed by Meta's official announcement Oct 21, 2025): 80% owned by Blue Owl Capita
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Meta spent $75B in 3 months on AI infrastructure (CoreWeave, Oracle, Blue Owl)(allenarch.dev)
4 points by 0xrelogic 11mo ago|7 comments
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by 0xrelogic 11mo ago
I spent weeks tracking Meta's AI infrastructure deals from September-October 2025. The scale is unprecedented: $75.5 billion across 4 deals in just 3 months. Key findings: • CoreWeave: $14.2B (6+ years, Nvidia GB300 GPUs) • Oracle: ~$2
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Show HN: Architecting for 10k users on Cloudflare's free tier(github.com)
2 points by 0xrelogic 1y ago|0 comments
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Show HN: Streaky – GitHub Streak Monitor with Distributed Cron Processing(github.com)
1 points by 0xrelogic 1y ago|0 comments
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Show HN: Streaky – GitHub Streak Monitor with Distributed Cron Processing(github.com)
2 points by 0xrelogic 1y ago|0 comments