Forward Observations: The Photo, The Press Release, and the Stock
Validating intel ahead of broader consensus
Forward observations are the activities of frontline personnel who monitor enemy activity, report intelligence, and direct fire support to accurately strike targets.
Forward Observations Desk is a field-deployed intelligence function within an investment organization that gathers real-time, on-the-ground insights → through site visits, and supply-chain checks— to inform trading decisions and validate or challenge market narratives ahead of broader consensus.
Today’s piece is brought to you by LRMI’s Forward Observations Desk, Enjoy!
A SemiAnalysis tweet hit X yesterday with two GB300 dev racks CoreWeave scrambled to deploy after their cluster went down. Standard AI infrastructure stuff — until you actually look at the photo.
SemiAnalysis@SemiAnalysis_
Our GB300 cluster went down yesterday, just as Deepseek released 😱
We were 😥 but @CoreWeave came through to contribute to the Open Source.
They scrambled in the compute crisis, finding 2 spare dev racks of GB300
Our team is running Deepseekv4 now for InferenceX benchmarks!
SemiAnalysis @SemiAnalysis_
SAN FRANCISCO, April 24, 2026 — InferenceX has added Day 0 DeepSeek v4 support for @sgl_project’s amazing Blackwell B300 performance, 5x faster than Hopper even on Day 0. Great work to @radixark, @NVIDIAAIDev, and @ying11231 for the first-principles engineering. Huge shoutout to
4:50 PM · Apr 25, 2026 · 41K Views
16 Replies · 25 Reposts · 328 Likes
