Happy Labor Day 2024 to Workers of the World!
Nvidia hits bumps in overdrive – That Wall Street meme is about to be cresting. A flaw in its Blackwell production plan is just that, we are assured. In a newsletter followup to a Jensen Huang earnings report interview as described by Bloomberg’s Ed Ludlow and Ian King:
Nvidia had to make a change to the design’s lithography mask. This is the template used to burn the lined patterns that make up circuits onto the materials deposited on a disk of silicon. Those circuits are what gives the chip the ability to crunch data.
At the least it is a reminder of the elemental fact that the course of semiconductor manufacturing does not always run smooth. As David Lee reminds on Bloomberg: Hardware is hard. Elemental facts are the first casualties in bull markets and technology hype cycles.
Even if the Gods of Uncertainty are kind, the educated consumer will allow that “Blackwell will be capacity constrained,” as quite ably depicted in Beth Kindig’s recent Forbes posting.
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GPT 5, hurry fast! – This Blackwell Boding is marked with a rumored re-capitalizing of Open AI. And that with concerns about the delivery of GPT 5. Where is GPT 5? asks Platformonomics. In his Aug 30 edition of Platformonomics TGIF, Charles Fitzgerald bullet-points the reasons to be doubting that GPT 5 can round the bend in time. Possible explanations include:
*GPT-5 is just late — new scale brings new challenges to surmount
*It took time to get that much hardware in place
*Scaling has plateaued
*The organizational chaos at Open AI had consequences
*Open AI is doing more than just another scaling turn of the crank with GPT-5?
The skeptical examiner wonders if Open AI’s valuation wont edge down a bit, even though it is too big to fail and headed by the smartest man in the world. At the least, again, one has to observe the water level as it declines in Open AI’s moat.
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Nunc ad aliquid omnino diversum
Deep Sea Learning – The Chicxulub event doomed 75 percent of Earth’s species. Details of the devastation were gathered by long core tubes drilled into the seafloor by the JOIDES Resolution ship now to be retired. It was a punch in the gut said a scientist.
![](https://progressivegauge.com/wp-content/uploads/2024/09/Benthic-foraminifera-that-characterize-the-recognized-sample-associations-and-204x300.png)
In extra Innings
Danny Jansen in Superposition – Plays for both teams in same game. In June he was at bat for the Blue Jays in Fenway when a storm stopped the game. Later, he was traded. In August the game was resumed, and he was now a catcher for the Red Sox. “Jays beat Red Sox 4-1, and Jansen shows up on both sides of box score – an MLB first!”