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The speed of light latency of fiber in a data center would be on the order of hundreds of nanoseconds. Infiniiband and NVLink are explicitly used over Ethernet in data centers because they add very little latency overhead in the higher link layers. If it were just a throughput problem, everyone would be using Ethernet because it's widely supported. Now admittedly I don't know much about the memory sharing requirements for LLM training and inference, but I'm skeptical that they are insensitive to latency considering Nvidia literally designed their own protocol for networking nodes. BTW those 100Gbps links have a heavy dose of error correction and/or ARQ on top which adds further latency. My math was just based on speed of light. It's funny to me that you have so much trust that the hype side of these companies (C suite and marketing) listen to their engineers when they are desperate to demonstrate to the market that they have a growth story for the next 5-10 years to justify their bonkers valuations.
I'm not sure how the mods in this subreddit feel about linking to stuff, so here's the list copied from my profile from a few days ago. Bed Bath & Beyond would be on this list too, after a handful of directors filed purchases yesterday: \_\_ Enough backstory, here are the insider purchases (in the last month) at the companies with the largest 1m dips prior to the purchases. I also excluded pharma/biotech Arq Inc $ARQ * environmental tech co - down 50% in the last month due to significant delays and operational issues with the ramp * up of its new granular activated carbon (GAC) production line. * CEO, CFO, and a director all bought * first purchases since May Thryv Holdings $THRY * SMB marketing software company * down 50% in the last month due to deceleration in organic SaaS rev growth and EPS miss * CEO and director both bought * CEO also bought in August and is down 50% BTCS Inc $BTCS * operates cloud-based validator nodes for ETH * down 40% on EPS miss, share dilution, and poor earnings quality * CEO bought * first purchase since 2022 (continue in next comment)
Ah yes right when I dump my ARQ she adds Google.
GRRR, ARQ, GRVY index funds will probably be very bad over the next 10 years.
Anyone looking at ARQ?
He’s misinformed lol do your own research https://x.com/googlecloudtech/status/1885369905823744411?s=46&t=CXqbvBWd90Wkh1ID4y0ARQ
This is so wrong. They heavily use NVDA for both training and inference. If you use their tech at all you’d know this. There’s even options to only use Nvidia hardware because of how much better it is than their own stuff. Proof: https://x.com/googlecloudtech/status/1885369905823744411?s=46&t=CXqbvBWd90Wkh1ID4y0ARQ
Yes: https://x.com/googlecloudtech/status/1885369905823744411?s=46&t=CXqbvBWd90Wkh1ID4y0ARQ
It’s amazing and congrats! Are you going to sell or hold? (I sold most QC positions on Friday - ARQ was up almost 400% - I’d been holding them all for two years.)
ARQ. They make powdered activated carbon and are branching out into granular activated carbon. I’m an environmental engineer and have been doing a lot of studies for municipalities that will have to be in compliance with the new PFAS regulations by 2027, though they can get an extension to April 2029. Calgon Carbon has a near monopoly on GAC, but they recently sold to Kuraray (Japanese company) where the carbon sales will get bled together with the other chemicals. ARQ is much smaller, but they are traded in the US, only do carbon, and their PAC is great at removing PFAS. PAC is likely to be the near term option for PFAS with GAC being the long term go-to given construction timelines. Ran some numbers and basically if they get even one large municipality’s PAC contract for PFAS removal, their revenue will double. Other US company in this space is Cabot/Norit.
ARQ. EPA just released new rules in PFAS in water supply. They got hit today because everyone did from the CPI report but they will bounce back up and rise a fair bit. They were up like 10% on market open before the CPI torpedoed everything.
Have you looked into ARQ ? I’m new to stocks as well and doing the same investing in penny stocks so far so good with my choices
Anyone have thoughts on ARQ? I’m new to stocks looking for a bit of guidance 🙏