Business

A single software company can spend over 💲10 Billion/year, on data centres, but not every year is the same. When all stars align, we see bursts of new technologies reaching the market simultaneously, thus restarting the purchasing super-cycle. 2022 will be just that, so let’s jump a couple of quarters ahead and see what’s on the shopping list of your favorite hyperscaler! Friendly warning: this article is full of technical terms and jargon, so it may be hard to read if you don’t write code or haven’t assembled computers before. ...

Borders are closed, people are sitting at home, but I bet most of you dream about traveling again. I want to invite you all to my country of origin - Armenia. It has something to offer to every group of people - tourists, entrepreneurs and investors! ...

The bad news is coming from every direction. Still, I believe there are enough reasons to stay positive and excited about the future! Absurdly, this positive outlook was caused by 2 seemingly negative factors: Since the age of 15, I was convinced that the human race would likely face extinction in the 21st century. I was pretty confident that the threat would come in the form of virus, most likely from China. I often shared this opinion with older people, but no one cared. ...

In 2018 – three years after leaving physics to focus on high-performance AI infrastructure (project Unum) – I gave the interview below during a LessWrong meetup on the ITMO University campus in St. Petersburg, Russia, arguably the strongest Computer Science department in the world. The recording was later posted on VKontakte. To preserve the conversation and reflect on it in the future, I’ve run it through automatic translation and posted it here, with some notes in the end on how the ideas have aged through 2025. A final section reflects on how these ideas have aged through mid-2025. ...