Kazumara

Yeah it sounds weird, right? Microsoft also has in the minimum requirements that it needs 20 GB of storage, which seems incredible to me. Maybe they are expecting companies to strip out more before embedding it in devices.

Anyway, for our purposes it seems Windows 10 IoT Enterprise is missing only very few things. I believe the Microsoft Store, Xbox App and Cortana are not on there. Supposedly you can add them back if you need.

But since I converted an existing Windows 10 Pro install, I even kept those (not that I want them...), and I'm still getting the security updates.

keep using 10

And make sure you convert your install to Windows 10 IoT Enterprise LTSC 2021. Security updates until January 2032.

https://massgrave.dev/windows10_eol#windows-10-iot-enterprise-ltsc-2021

I think it was time on October 26, 2018.

It does not.

Is the bottom one made to look better with AI, is that a feature of the used car market these days?

Same thing. The group of designers who founded the art style in the 80s called themselves Memphis, then the Corporate Art inspired by it in the last ten years or so was called Corporate Memphis. Alegria is the specific name for the art style that Facebook commissioned and used in 2017.

Don't give them any ideas, someone will combine the two. Machine generated Memphis slop-slop.

It's the NVIDIA Jetson Orin NX 16 GB. From the Ampere family, 3.5 years old. Small Tegra SoC.

I guess something like this is a typical dual use good, and doesn't fall under the AI Chip export restriction either because it's too weak. Seems like it would be trivial for Russians to import them from China or India or whomever really.

Not just Nvidia.

For a start of who the shovel sellers might be, you can take a look at the list in his post that Torsten Slok used to calculate his margin numbers:

Note: Data as of 2Q 2026 and for OpenAI (1Q 2026 estimate from PitchBook) and Anthropic (2Q 2026 estimate from Financial Times). Averages are equal-weighted bucket averages of Energy & Grid (Constellation Energy, Vistra, NextEra Energy, Vertiv, Eaton, Arista Networks), Silicon & Equipment (Nvidia, AMD, Broadcom, Marvell, TSMC, SK Hynix, Samsung Electronics, Micron), Compute & Cloud (Super Micro, Dell Technologies, Foxconn, Equinix, Digital Realty, Amazon/AWS, Microsoft/Azure, Alphabet/Google Cloud, CoreWeave, Nebius) and Models & Applications (OpenAI, Anthropic). Sources: Bloomberg, PitchBook, Apollo Chief Economist

In short according to his research the people currently making a profit or at least positive margins, are the people who build chips and memory, who build energy infrastructure, and who build servers and data canters.

I would like to see the distinction between Servers (Super Micro, Dell Technologies, Foxconn) and Datacenters (Equinix, Digital Realty, Amazon/AWS, Microsoft/Azure, Alphabet/Google Cloud, CoreWeave, Nebius) but he seems to have put them together.

Also I heard from our local news that ABB (which is Swiss, Edit: apparently also Swedish) is profiting too, they belong in the power category.

And I wonder why Arista goes in the Energy category, I'd see them and Cisco, and Juniper, and Extreme, and Nokia in a separate network category.

'Profits are currently being funded by investors rather than earned from customers'

Which profits?

Ah, now I see the actual quote is: "[...] the AI boom's profits are currently being funded by investors rather than earned from customers." he means the profits of the shovel sellers, not AI profits.

1280 × 720 was "HD ready"
1920 × 1080 was "Full HD"

I always thought "HD ready" was a bit of a marketing scam.

That comes out to 0.004242 per doubled-up 2 ply sheet vs 0.004 per 3 ply sheet