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The AI boom is causing shortages everywhere else

https://www.washingtonpost.com/technology/2026/02/07/ai-spending-economy-shortages/
1•1vuio0pswjnm7•2m ago•0 comments

Suno, AI Music, and the Bad Future [video]

https://www.youtube.com/watch?v=U8dcFhF0Dlk
1•askl•4m ago•0 comments

Ask HN: How are researchers using AlphaFold in 2026?

1•jocho12•6m ago•0 comments

Running the "Reflections on Trusting Trust" Compiler

https://spawn-queue.acm.org/doi/10.1145/3786614
1•devooops•11m ago•0 comments

Watermark API – $0.01/image, 10x cheaper than Cloudinary

https://api-production-caa8.up.railway.app/docs
1•lembergs•13m ago•1 comments

Now send your marketing campaigns directly from ChatGPT

https://www.mail-o-mail.com/
1•avallark•16m ago•1 comments

Queueing Theory v2: DORA metrics, queue-of-queues, chi-alpha-beta-sigma notation

https://github.com/joelparkerhenderson/queueing-theory
1•jph•28m ago•0 comments

Show HN: Hibana – choreography-first protocol safety for Rust

https://hibanaworks.dev/
5•o8vm•30m ago•0 comments

Haniri: A live autonomous world where AI agents survive or collapse

https://www.haniri.com
1•donangrey•31m ago•1 comments

GPT-5.3-Codex System Card [pdf]

https://cdn.openai.com/pdf/23eca107-a9b1-4d2c-b156-7deb4fbc697c/GPT-5-3-Codex-System-Card-02.pdf
1•tosh•44m ago•0 comments

Atlas: Manage your database schema as code

https://github.com/ariga/atlas
1•quectophoton•47m ago•0 comments

Geist Pixel

https://vercel.com/blog/introducing-geist-pixel
2•helloplanets•49m ago•0 comments

Show HN: MCP to get latest dependency package and tool versions

https://github.com/MShekow/package-version-check-mcp
1•mshekow•57m ago•0 comments

The better you get at something, the harder it becomes to do

https://seekingtrust.substack.com/p/improving-at-writing-made-me-almost
2•FinnLobsien•59m ago•0 comments

Show HN: WP Float – Archive WordPress blogs to free static hosting

https://wpfloat.netlify.app/
1•zizoulegrande•1h ago•0 comments

Show HN: I Hacked My Family's Meal Planning with an App

https://mealjar.app
1•melvinzammit•1h ago•0 comments

Sony BMG copy protection rootkit scandal

https://en.wikipedia.org/wiki/Sony_BMG_copy_protection_rootkit_scandal
2•basilikum•1h ago•0 comments

The Future of Systems

https://novlabs.ai/mission/
2•tekbog•1h ago•1 comments

NASA now allowing astronauts to bring their smartphones on space missions

https://twitter.com/NASAAdmin/status/2019259382962307393
2•gbugniot•1h ago•0 comments

Claude Code Is the Inflection Point

https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point
3•throwaw12•1h ago•1 comments

Show HN: MicroClaw – Agentic AI Assistant for Telegram, Built in Rust

https://github.com/microclaw/microclaw
1•everettjf•1h ago•2 comments

Show HN: Omni-BLAS – 4x faster matrix multiplication via Monte Carlo sampling

https://github.com/AleatorAI/OMNI-BLAS
1•LowSpecEng•1h ago•1 comments

The AI-Ready Software Developer: Conclusion – Same Game, Different Dice

https://codemanship.wordpress.com/2026/01/05/the-ai-ready-software-developer-conclusion-same-game...
1•lifeisstillgood•1h ago•0 comments

AI Agent Automates Google Stock Analysis from Financial Reports

https://pardusai.org/view/54c6646b9e273bbe103b76256a91a7f30da624062a8a6eeb16febfe403efd078
1•JasonHEIN•1h ago•0 comments

Voxtral Realtime 4B Pure C Implementation

https://github.com/antirez/voxtral.c
2•andreabat•1h ago•1 comments

I Was Trapped in Chinese Mafia Crypto Slavery [video]

https://www.youtube.com/watch?v=zOcNaWmmn0A
2•mgh2•1h ago•1 comments

U.S. CBP Reported Employee Arrests (FY2020 – FYTD)

https://www.cbp.gov/newsroom/stats/reported-employee-arrests
1•ludicrousdispla•1h ago•0 comments

Show HN: I built a free UCP checker – see if AI agents can find your store

https://ucphub.ai/ucp-store-check/
2•vladeta•1h ago•1 comments

Show HN: SVGV – A Real-Time Vector Video Format for Budget Hardware

https://github.com/thealidev/VectorVision-SVGV
1•thealidev•1h ago•0 comments

Study of 150 developers shows AI generated code no harder to maintain long term

https://www.youtube.com/watch?v=b9EbCb5A408
2•lifeisstillgood•1h ago•0 comments
Open in hackernews

Top analyst on Nvidia fueling bubble: We've seen this before. It was Enron, Tyco

https://fortune.com/2025/10/07/ai-bubble-cisco-moment-dotcom-crash-nvidia-jensen-huang-top-analyst/
32•zerosizedweasle•4mo ago

Comments

zerosizedweasle•4mo ago
https://archive.ph/xTfD2
downrightmike•4mo ago
AMD just jumped in for $100b to OpenAI. Sadly, the core consumers are not retail consumers, but datacenters and if you can't squeeze the chips in DCs, retail can't pick up the slack. Failing is likely to happen, mega-datacenters can't be built where the US infrastructure made in the 1950's can't support it. This all feels like last ditch effort hopium that the bubble won't pop.
zerosizedweasle•4mo ago
If you do a dot plot on the Nvidia earnings vs what was expected, it's too perfect. The expectations move around, but you could plot a perfectly straight line through it. Nothing, not China, not tariffs added any natural variations.
dustbunny•4mo ago
What does that imply?
zerosizedweasle•4mo ago
Whenever a company is aligning their earnings and always beating them, you should ask questions. If you've ever read the book "Smartest guys in the Room" that's the biggest tell.
dustbunny•4mo ago
I'm asking you to be explicit, ie: "I think Nvidia is cooking their books and committing fraud". That's what your saying right?
zerosizedweasle•4mo ago
There is a lot of suspicious behavior, and if the top analyst at Morgan Stanley is saying it - their chief investment officer - then I think there is at least some smoke. The suspicious behavior could be considered the flames.
happymellon•4mo ago
I think so.

It's a market where line has to go up, so bad behaviour is demanded.

Giving OpenAI $30 billion, so that they can spend $30 billion on GPUs, so that you can now report your own $30 billion as revenue is market manipulation and an attempt to get others to invest in this "$300 billion" market, so OpenAI can pay their bonuses and can give Nvidia their 40%.

LLMs might be really good at converting your USB debugging script from Python to Go, and it might do a passable enough translation that you don't need to use Google translate but that's not a $300 billion market.

downrightmike•4mo ago
Amazon cooked their books into the negative for years and only recently went positive. All nvidia has to do it pay out the gov't ( like they already are) and things are fine.
pfannkuchen•4mo ago
This would be a fabulously dramatic plot twist. I’ve never considered this as a possibility before, but between Altman orchestrating some masterful play to bring the next transformative technology to market first for massive profit, and Altman orchestrating some masterful manipulation to scam everyone, the latter feels massively more plausible.

Are all the people who are super duper worried about GenAI and safety in reality a planted foil? Men cowering in front of the fake paper tiger, so men further away say “this tiger is powerful, just look at how those men are cowering before it”.

DebtDeflation•4mo ago
Meanwhile, there seems to be a massive pivot underway at OpenAI away from AGI hype and model development overall and towards just becoming a product company that monetizes their current tech via mundane stuff like Instant Checkout.
tyleo•4mo ago
I think this is a malice vs stupidity thing.

I think Altman—and most billionaires it’s in fashion to dislike r.n.—truly mean well. It seems closer to cult-like thinking. Most folks joining a cult are trying to improve their lives. They end up in a thought bubble though that often leads to worse decision making.

I think AI is useful but I don’t think it’s the multi-trillion dollar cash geyser the some of these billionaires are hoping for.

pfannkuchen•4mo ago
The article cites Nvidia as the most valuable company in the history of the world. This can’t possibly be true adjusted for inflation, right?
voxadam•4mo ago
As I understand things, the Dutch East India Company would still be the most valuable company in history with a inflation adjusted value of more than US$10 trillion.