If you have been a developer once, it’s a must listen 🚴🎧 https://t.co/1AYicOb9pC
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Mar 25, 2026
Author: Abhay Page 6 of 87
A deeper dive into inference engineering https://t.co/WQy5TZKpa4
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Mar 24, 2026
The Infrastructure Reckoning: What LLM Inference Actually Costs at Scale
https://t.co/TVAGpJEvFe
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Mar 24, 2026
RT @teortaxesTex: might be the most expensive published scale sweep in history https://t.co/46QeNQ9Vjt
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Mar 22, 2026
Two things the enterprise AI world hasn’t fully woken up to yet:
First — F500 enterprises setting up a dedicated GPU cluster with a custom-trained model for targeted use cases, running alongside frontier closed model like Claude Opus 4.6, is a business model the frontier labs haven’t fully explored. The labs still own the model and weights. The enterprise owns the security and data sovereignty layer. That’s a powerful, underexplored wedge.
Second — most enterprises have an untapped ability to build an intelligent routing layer on top of multiple models hosted by leading cloud providers like Oracle. Think OpenRouter sitting on top of 4–5 models leased or licensed by the enterprise — a mix of closed and open source. This intelligent routing layer is the enterprise superpower that almost no one is building yet.
If there is one thing you have to listen/read this weekend, then let it be this one https://t.co/OHgk3dpCj2 🎧🚴#GTC
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Mar 21, 2026
RT @balajis: I’m going to make some obvious points.
(1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and ma…
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Mar 19, 2026
Interesting analysis by ent market cap (Wells Fargo / Feb 2026):
🔴 Oracle: 11GW / $0.46T = 23.9 GW per $T
⬛ Meta: 21GW / $1.79T = 11.7 GW per $T
🟧 Amazon: 29GW / $2.60T = 11.2 GW per $T
🟦 Alphabet: 35GW / $3.83T = 9.1 GW per $T
🟩 Microsoft: 27GW / $3.53T = 7.6 GW per $T— Abhay 🇸🇬🇮🇳 (@Abhay08)
Mar 15, 2026
An excellent surface-scratcher on datacenter networking stack. Devil is always in the details #iykyk https://t.co/tjBehNsfuM
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Mar 15, 2026