The news is the quarterly revenue of a company that sells graphics cards: 133 trillion won, up 106 percent year over year — more than double in a single year. The press calls it storm growth. The funny part is that the storm doesn’t only fall over the seller’s sky. If you rent the cards to run your AI, that growth is closer to a forecast of your bill. So in this strip we treat the typhoon the way it really is — weather. Official advisory and all.

Typhoon Advisory: Intensity 106

Source: 엔비디아, 분기 매출 133조원…전년동기 대비 106% ‘폭풍성장’(종합) · bespin

▶ Animated edition — the characters speak for themselves (Korean audio, English subtitles included)

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What this means for ThakiCloud

It doesn’t matter whether the typhoon reads 106 or 1,006. The trouble starts the moment you paddle out onto it. Every time Paxis shouts for more agents, GPU usage climbs — and that usage prints itself as somebody else’s revenue. ThakiCloud’s answer is boring on purpose: keep the models, the data and the GPUs inside your own walls, and the storm stays a headline. Metis runs inference on your servers, Paxis orchestrates the agents, and the only number that lands on the bill is the electric one. This strip was made that way, too. The surfing, however, is ongoing.


An auto-generated comic riffing on this week’s industry news.

Tags: cloud-invoice, gpu, on-prem, semiconductor, storm-growth, typhoon

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