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1/5 MiniCPM-V 4.6 (1.3B) is now live 🚀🚀 High-res visual processing, optimized for consumer-grade and mobile hardware. We’ve leveraged the latest LLaVA-UHD v4 technique to cut vision encoding costs by 55%, enabling native edge deployment with extreme efficiency. 🔥 Beats Gemma4-E2B-it and Qwen3.5-0.8B across key multimodal and Artificial Analysis... show more

OpenBMB

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353,291 views • 4 months ago •via X (Twitter)

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🚀Introducing MiniCPM-V 2.6! 🔥 1、Surpassing GPT-4V in single image, multi-image and video understanding 📸🎥 2、Outperforms GPT-4o mini and Gemini 1.5 on OpenCompass 🏆 3、Real-time video analysis on iPad 📱💨 Try out the best on-device multimodal LLM here！ 👑 GitHub： Huggingface： #MLLM #MiniCPM

🚀Introducing MiniCPM-V 2.6! 🔥 1、Surpassing GPT-4V in single image, multi-image and video understanding 📸🎥 2、Outperforms GPT-4o mini and Gemini 1.5 on OpenCompass 🏆 3、Real-time video analysis on iPad 📱💨 Try out the best on-device multimodal LLM here！ 👑 GitHub： Huggingface： #MLLM #MiniCPM

OpenBMB

196,382 views • 2 years ago

🚀 VoxCPM 2 is live! 🎉 Another open-source AI #TTS model from China — and one that stands shoulder to shoulder with Qwen3-TTS, while bringing everything into a single unified model. After rapid iterations from V1 (zero-shot cloning) to V1.5 (long-form + fine-tuning), #VoxCPM has consistently pushed quality and usability forward. Now, VoxCPM 2 takes it further: 🔹30+ languages — truly global, truly local. 🔹Infinite voice design — type it, hear it, control it. From a whisper to a booming cinematic voice. 🔹Studio-grade audio — 48kHz ultra-high fidelity with emotional depth 🔹Diffusion-Autoregressive cloning — preserves more acoustic and emotional detail than token-based models like Qwen3-TTS 💡 Big shoutout to Grok — used your multi-image video magic for our launch demo. It’s scarily good at keeping visuals consistent across shots. Elon Elon Musk, this one’s for you. 😉 Check the demo & start cloning your dream voice: 🌐 Hugging Face Space: 🤗 Hugging Face Model: 🤖 ModelScope Model: 💻 GitHub： #TTS #AI #VoiceCloning #GrokImagine #ElonMusk #OpenBMB #VoxCPM

🚀 VoxCPM 2 is live! 🎉 Another open-source AI #TTS model from China — and one that stands shoulder to shoulder with Qwen3-TTS, while bringing everything into a single unified model. After rapid iterations from V1 (zero-shot cloning) to V1.5 (long-form + fine-tuning), #VoxCPM has consistently pushed quality and usability forward. Now, VoxCPM 2 takes it further: 🔹30+ languages — truly global, truly local. 🔹Infinite voice design — type it, hear it, control it. From a whisper to a booming cinematic voice. 🔹Studio-grade audio — 48kHz ultra-high fidelity with emotional depth 🔹Diffusion-Autoregressive cloning — preserves more acoustic and emotional detail than token-based models like Qwen3-TTS 💡 Big shoutout to Grok — used your multi-image video magic for our launch demo. It’s scarily good at keeping visuals consistent across shots. Elon Elon Musk, this one’s for you. 😉 Check the demo & start cloning your dream voice: 🌐 Hugging Face Space: 🤗 Hugging Face Model: 🤖 ModelScope Model: 💻 GitHub： #TTS #AI #VoiceCloning #GrokImagine #ElonMusk #OpenBMB #VoxCPM

OpenBMB

560,058 views • 5 months ago

🚀 MiniCPM enters the physical world — enabling robots to understand, remember, and act. We open-source MiniCPM-Robot, our first embodied AI model series, including: 🤖 MiniCPM-RobotManip — a 1.5B general-purpose Vision-Language-Action (VLA) model for robotic manipulation. 🐕 MiniCPM-RobotTrack — a compact model for real-world target tracking. ⚡ PhyAI — a high-performance inference framework built for embodied models. Together, they bring efficient, practical, and open embodied intelligence closer to real-world robots. ⭐ GitHub: 🤗 MiniCPM-RobotManip: 🤗 MiniCPM-RobotTrack:

🚀 MiniCPM enters the physical world — enabling robots to understand, remember, and act. We open-source MiniCPM-Robot, our first embodied AI model series, including: 🤖 MiniCPM-RobotManip — a 1.5B general-purpose Vision-Language-Action (VLA) model for robotic manipulation. 🐕 MiniCPM-RobotTrack — a compact model for real-world target tracking. ⚡ PhyAI — a high-performance inference framework built for embodied models. Together, they bring efficient, practical, and open embodied intelligence closer to real-world robots. ⭐ GitHub: 🤗 MiniCPM-RobotManip: 🤗 MiniCPM-RobotTrack:

OpenBMB

330,472 views • 2 months ago

🚀 Introducing MiniCPM-V 4.5 8B: pushing the boundary of multimodal AI! ～ SOTA VL Capability: Surpasses GPT-4o, Gemini 2.0 Pro, Qwen2.5-VL 72B on OpenCompass! ～ "Eagle Eye" Video: 96x visual token compression for high refresh rate and long video understanding ～ Controllable Hybrid Fast/Deep Thinking ～ Strong OCR & Doc Parsing: Surpasses GPT-4o & Gemini 2.5 on OmniDocBench Get ready for the future of multimodal AI 👉 Huggingface｜ Github｜ Gradio｜ #AI #MiniCM #GPT #Gemini #OpenBMB #ArtificialIntelligence #MachineLearning

🚀 Introducing MiniCPM-V 4.5 8B: pushing the boundary of multimodal AI! ～ SOTA VL Capability: Surpasses GPT-4o, Gemini 2.0 Pro, Qwen2.5-VL 72B on OpenCompass! ～ "Eagle Eye" Video: 96x visual token compression for high refresh rate and long video understanding ～ Controllable Hybrid Fast/Deep Thinking ～ Strong OCR & Doc Parsing: Surpasses GPT-4o & Gemini 2.5 on OmniDocBench Get ready for the future of multimodal AI 👉 Huggingface｜ Github｜ Gradio｜ #AI #MiniCM #GPT #Gemini #OpenBMB #ArtificialIntelligence #MachineLearning

OpenBMB

25,223 views • 1 year ago

🚀 🚀Excited to announce the technical report of MiniCPM-o 4.5! MiniCPM-o 4.5 transitions #AI interaction from traditional turn-based processing to a real-time, native full-duplex stream-based paradigm. 🌊 The Omni-Flow Framework Instead of traditional VAD-based workarounds, we introduce the #Omni-#Flow framework. This unified stream paradigm aligns video, audio, and text on a synchronized millisecond timeline. • Native Full-Duplex: Simultaneous perception and response. • Proactive Interaction: Natively manages turn-taking without external VAD, supports proactive reminding. 📉 9B Scale, SOTA Performance MiniCPM-o 4.5 demonstrates SOTA multimodal intelligence at its scale: • Multimodal Benchmarks: Comparable to #Gemini 2.5 Flash on MMBench EN (87.6) and MathVista (80.1). • Streaming Evaluation: 54.4% win rate on LiveSports-3K-CC, surpassing specialized models. 💻 The Ultimate Edge AI — Fully Functional without Network Connection We are providing one-click installers for Windows (12G VRAM,RTX 5070) and macOS (M1-M5 Max/ M5 Pro). • Local API Support: Deploy your own inference server to integrate native full-duplex into custom apps. • Free Access: We are offering free community API services for exploration. • 100% Private: Your data never leaves your machine. Deploy in under 10 minutes. 🛠️👇 👐 Join the Open Future The weights are open. The protocol is public. 📄 Technical Report: 💻 GitHub: 🤗 HuggingFace: 🌐 Web Demo: #MiniCPMo #OpenSourceAI #EdgeAI #MachineLearning #ComputerVision #LLM

🚀 🚀Excited to announce the technical report of MiniCPM-o 4.5! MiniCPM-o 4.5 transitions #AI interaction from traditional turn-based processing to a real-time, native full-duplex stream-based paradigm. 🌊 The Omni-Flow Framework Instead of traditional VAD-based workarounds, we introduce the #Omni-#Flow framework. This unified stream paradigm aligns video, audio, and text on a synchronized millisecond timeline. • Native Full-Duplex: Simultaneous perception and response. • Proactive Interaction: Natively manages turn-taking without external VAD, supports proactive reminding. 📉 9B Scale, SOTA Performance MiniCPM-o 4.5 demonstrates SOTA multimodal intelligence at its scale: • Multimodal Benchmarks: Comparable to #Gemini 2.5 Flash on MMBench EN (87.6) and MathVista (80.1). • Streaming Evaluation: 54.4% win rate on LiveSports-3K-CC, surpassing specialized models. 💻 The Ultimate Edge AI — Fully Functional without Network Connection We are providing one-click installers for Windows (12G VRAM,RTX 5070) and macOS (M1-M5 Max/ M5 Pro). • Local API Support: Deploy your own inference server to integrate native full-duplex into custom apps. • Free Access: We are offering free community API services for exploration. • 100% Private: Your data never leaves your machine. Deploy in under 10 minutes. 🛠️👇 👐 Join the Open Future The weights are open. The protocol is public. 📄 Technical Report: 💻 GitHub: 🤗 HuggingFace: 🌐 Web Demo: #MiniCPMo #OpenSourceAI #EdgeAI #MachineLearning #ComputerVision #LLM

OpenBMB

148,094 views • 4 months ago

💥 Introducing MiniCPM-o 2.6: An 8B size, GPT-4o level Omni Model runs on device ✨ Highlights: ~Match GPT-4o-202405 in vision, audio and multimodal live streaming ~End-to-end real-time bilingual audio conversation ~Voice cloning & emotion control ~Advanced OCR & video understanding ~Offline iPad-compatible multimodal live streaming 🔗 Try it out: GitHub: HF: Demo:

💥 Introducing MiniCPM-o 2.6: An 8B size, GPT-4o level Omni Model runs on device ✨ Highlights: ~Match GPT-4o-202405 in vision, audio and multimodal live streaming ~End-to-end real-time bilingual audio conversation ~Voice cloning & emotion control ~Advanced OCR & video understanding ~Offline iPad-compatible multimodal live streaming 🔗 Try it out: GitHub: HF: Demo:

OpenBMB

97,844 views • 1 year ago

We've officially released and open-sourced HunyuanImage 2.1, our latest text-to-image model. The new model delivers on our commitment to balancing performance and quality. With native 2K image generation, HunyuanImage 2.1 is an advanced open-source text-to-image model.🎨 ✨ New in 2.1: 🔹Advanced Semantics: Supports ultra-long and complex prompts of up to 1000 tokens, and precisely controls the generation of multiple subjects in a single image. 🔹Precise Chinese and English Text Rendering with seamless image–text integration: The model naturally integrates text into images, making it suitable for a wide range of applications such as product covers, illustrations, and poster design to meet the needs of various fields. 🔹Rich Styles and High Aesthetic: Capable of generating images in various styles—including photorealistic portraits, comics, and vinyl figures—it delivers outstanding visual appeal and artistic quality. 🔹High-Quality Generation: Efficiently produces ultra-high-definition (2K) images in the same time other models take to generate a 1K image. HunyuanImage 2.1 uses two text encoders: a multimodal large language model (MLLM) to improve the model's image and text alignment capabilities, and a multi-language character-aware encoder to improve text rendering capabilities. The model is a single- and double-stream diffusion transformer with 17B parameters. We've also open-sourced the weights of the the accelerated version with meanflow which reduces inference steps from 100 to just 8, and PromptEnhancer, the first industrial-grade rewriting model that enhances your prompts for more nuanced and expressive image generation. Now, creators turn complex ideas—like posters with slogans or multi-panel comics—into visuals faster than ever. We’re just getting started. Stay tuned for our native multimodal image generation model coming soon. 🌐Website: 🔗Github: 🤗Hugging Face: ✨Hugging Face Demo:

We've officially released and open-sourced HunyuanImage 2.1, our latest text-to-image model. The new model delivers on our commitment to balancing performance and quality. With native 2K image generation, HunyuanImage 2.1 is an advanced open-source text-to-image model.🎨 ✨ New in 2.1: 🔹Advanced Semantics: Supports ultra-long and complex prompts of up to 1000 tokens, and precisely controls the generation of multiple subjects in a single image. 🔹Precise Chinese and English Text Rendering with seamless image–text integration: The model naturally integrates text into images, making it suitable for a wide range of applications such as product covers, illustrations, and poster design to meet the needs of various fields. 🔹Rich Styles and High Aesthetic: Capable of generating images in various styles—including photorealistic portraits, comics, and vinyl figures—it delivers outstanding visual appeal and artistic quality. 🔹High-Quality Generation: Efficiently produces ultra-high-definition (2K) images in the same time other models take to generate a 1K image. HunyuanImage 2.1 uses two text encoders: a multimodal large language model (MLLM) to improve the model's image and text alignment capabilities, and a multi-language character-aware encoder to improve text rendering capabilities. The model is a single- and double-stream diffusion transformer with 17B parameters. We've also open-sourced the weights of the the accelerated version with meanflow which reduces inference steps from 100 to just 8, and PromptEnhancer, the first industrial-grade rewriting model that enhances your prompts for more nuanced and expressive image generation. Now, creators turn complex ideas—like posters with slogans or multi-panel comics—into visuals faster than ever. We’re just getting started. Stay tuned for our native multimodal image generation model coming soon. 🌐Website: 🔗Github: 🤗Hugging Face: ✨Hugging Face Demo:

Tencent Hy

89,392 views • 1 year ago

Alibaba just dropped Qwen3.5-397B-A17B and there's a lot to unpack. 397B params, 17B active per forward pass. Sparse MoE done right. But the real story isn't the size—it's the architecture choices. The MoE Design Most MoE models feel like bolt-ons. Qwen 3.5's sparse activation is native—only 4.3% of parameters fire per token. That's how you get trillion-parameter-class performance without trillion-parameter inference costs. The 0.8 RMB/million tokens pricing isn't subsidized; it's structurally earned. Native Multimodal, Not Glued-On This is a vision-language model from the ground up. Heterogeneous architecture—separate processing pipelines for text, image, video that fuse early. Not a vision encoder slapped onto an LLM. The result: 90.8 on OmniDocBench, 79.0 on MMMU-Pro. Document understanding and visual reasoning without the usual brittleness. The Context Window Reality Qwen3.5-Plus (the hosted version) ships with 1M tokens by default. That's not a marketing number—they're actually positioning it for long-document workflows. With built-in adaptive tool use, it's clearly aimed at agentic automation, not just chat. What Actually Impressed Me • FP8 native pipeline: ~50% activation memory reduction • Async RL framework for continuous refinement—training and inference workloads separated • 201 languages (up from 119), 250k vocab for better low-resource encoding • Apache 2.0 license. Full weights on HuggingFace and ModelScope. The Benchmark Context 76.4 on SWE-bench Verified puts it in the range where it can handle real debugging workflows. 72.9 on BFCL v4 for agentic tool use. 88.4 on GPQA Diamond. These aren't SOTA in isolation, but the breadth is unusual—strong across reasoning, coding, multimodal, and agentic tasks. The Honest Caveat I haven't stress-tested the 1M context for needle-in-haystack retrieval yet. And "native multimodal" claims need real-world torture testing—PDFs with tables, charts, mixed layouts. Benchmarks are benchmarks. Bottom Line This isn't just another model release. It's a bet on efficient scale: big model capabilities, small active compute, open weights. At 1/18th the cost of Gemini 3 Pro, it's going to force pricing conversations across the board.

Alibaba just dropped Qwen3.5-397B-A17B and there's a lot to unpack. 397B params, 17B active per forward pass. Sparse MoE done right. But the real story isn't the size—it's the architecture choices. The MoE Design Most MoE models feel like bolt-ons. Qwen 3.5's sparse activation is native—only 4.3% of parameters fire per token. That's how you get trillion-parameter-class performance without trillion-parameter inference costs. The 0.8 RMB/million tokens pricing isn't subsidized; it's structurally earned. Native Multimodal, Not Glued-On This is a vision-language model from the ground up. Heterogeneous architecture—separate processing pipelines for text, image, video that fuse early. Not a vision encoder slapped onto an LLM. The result: 90.8 on OmniDocBench, 79.0 on MMMU-Pro. Document understanding and visual reasoning without the usual brittleness. The Context Window Reality Qwen3.5-Plus (the hosted version) ships with 1M tokens by default. That's not a marketing number—they're actually positioning it for long-document workflows. With built-in adaptive tool use, it's clearly aimed at agentic automation, not just chat. What Actually Impressed Me • FP8 native pipeline: ~50% activation memory reduction • Async RL framework for continuous refinement—training and inference workloads separated • 201 languages (up from 119), 250k vocab for better low-resource encoding • Apache 2.0 license. Full weights on HuggingFace and ModelScope. The Benchmark Context 76.4 on SWE-bench Verified puts it in the range where it can handle real debugging workflows. 72.9 on BFCL v4 for agentic tool use. 88.4 on GPQA Diamond. These aren't SOTA in isolation, but the breadth is unusual—strong across reasoning, coding, multimodal, and agentic tasks. The Honest Caveat I haven't stress-tested the 1M context for needle-in-haystack retrieval yet. And "native multimodal" claims need real-world torture testing—PDFs with tables, charts, mixed layouts. Benchmarks are benchmarks. Bottom Line This isn't just another model release. It's a bet on efficient scale: big model capabilities, small active compute, open weights. At 1/18th the cost of Gemini 3 Pro, it's going to force pricing conversations across the board.

Bo Wang

13,221 views • 7 months ago

$Auto regressive LLMs are officially on notice. run Gemma 4 26B diffusion gguf with llama.cpp Google just dropped DiffusionGemma-26B, and it completely flips how we generate text. instead of predicting words one by one, it generates 256 tokens in parallel using bi-directional attention. its like stable diffusion, but for language. the model starts with random text "noise" and iteratively refines and self-corrects the entire block in real-time to fix formatting and reasoning errors on the fly. since it’s a Mixture of Experts (MoE) that only activates 3.8B parameters during inference, it fits perfectly on consumer hardware. You can run the Q4_K_M quant with an 18GB VRAM budget on a single RTX 3090 or RTX 4090 with exceptional throughput. Tested on Ubuntu 22 with CUDA 13.1 using the cutting edge experimental llama.cpp branch. Here is how to compile and run it with the live terminal denoising visualizer: # 1. Clone & check out the experimental PR (#24423) - 1) git clone && cd llama.cpp -git fetch origin 2) pull/24423/head:diffusiongemma && --git checkout diffusiongemma # 2. Build with CUDA support 1) cmake -B build -DGGML_CUDA=ON -DCMAKE_CUDA_ARCHITECTURES=native 2) cmake --build build -j $(nproc) --config Release --target llama-diffusion-cli # 3. Run with live visual denoising (llama.cpp flags) ./build/bin/llama-diffusion-cli \ -m /path/to/diffusiongemma-26B-A4B-it-Q4_K_M.gguf \ -ngl 99 -cnv -n 2048 --diffusion-visual Watch the video below to see the live --diffusion-visual canvas iteratively de noising the prompt output in real time. guide and unsloth's hugging face GGUF model links are in the comments below! Is auto regressive generation officially legacy tech? Let me know what you think.$

Auto regressive LLMs are officially on notice. run Gemma 4 26B diffusion gguf with llama.cpp Google just dropped DiffusionGemma-26B, and it completely flips how we generate text. instead of predicting words one by one, it generates 256 tokens in parallel using bi-directional attention. its like stable diffusion, but for language. the model starts with random text "noise" and iteratively refines and self-corrects the entire block in real-time to fix formatting and reasoning errors on the fly. since it’s a Mixture of Experts (MoE) that only activates 3.8B parameters during inference, it fits perfectly on consumer hardware. You can run the Q4_K_M quant with an 18GB VRAM budget on a single RTX 3090 or RTX 4090 with exceptional throughput. Tested on Ubuntu 22 with CUDA 13.1 using the cutting edge experimental llama.cpp branch. Here is how to compile and run it with the live terminal denoising visualizer: # 1. Clone & check out the experimental PR (#24423) - 1) git clone && cd llama.cpp -git fetch origin 2) pull/24423/head:diffusiongemma && --git checkout diffusiongemma # 2. Build with CUDA support 1) cmake -B build -DGGML_CUDA=ON -DCMAKE_CUDA_ARCHITECTURES=native 2) cmake --build build -j $(nproc) --config Release --target llama-diffusion-cli # 3. Run with live visual denoising (llama.cpp flags) ./build/bin/llama-diffusion-cli \ -m /path/to/diffusiongemma-26B-A4B-it-Q4_K_M.gguf \ -ngl 99 -cnv -n 2048 --diffusion-visual Watch the video below to see the live --diffusion-visual canvas iteratively de noising the prompt output in real time. guide and unsloth's hugging face GGUF model links are in the comments below! Is auto regressive generation officially legacy tech? Let me know what you think.

Alok

52,656 views • 3 months ago

1/5 🚀 PilotDeck is now live — the open-source AI agent OS built for all scenarios！ Built by TsinghuaNLP × ModelBest × OpenBMB × AI9stars, PilotDeck is here for full memory transparency, intelligent cost routing, and agents that never stop working for you. 🔗 Show Case: 💻 GitHub： One person. One fleet of agents. Ship something real. 🔥🧵

1/5 🚀 PilotDeck is now live — the open-source AI agent OS built for all scenarios！ Built by TsinghuaNLP × ModelBest × OpenBMB × AI9stars, PilotDeck is here for full memory transparency, intelligent cost routing, and agents that never stop working for you. 🔗 Show Case: 💻 GitHub： One person. One fleet of agents. Ship something real. 🔥🧵

OpenBMB

286,744 views • 3 months ago

MiniCPM-o 4.5: Seeing, Listening, and Speaking — All at Once. 👁️👂🗣️ ✨Beyond traditional turn-taking, we’ve built a Native Full-Duplex engine that allows a 9B model to see, listen, and speak in one concurrent, non-blocking stream. Watch how it masters real-world complexity in real-time: 🔔 Proactive Auditory Interaction: Interrupts itself to alert you when it hears a "Ding!" while reading cards. 🎨 Temporal Flow Tracking: Follows your pen in real-time, narrating and "mind-reading" your drawing as you sketch. 🍎 Omni-Perception: Scans groceries & identifies prices on the fly. ✨Why it’s a category-leader: 📌Performance: Surpasses GPT-4o and Gemini 2.0 Pro on OpenCompass (Avg. 77.6). 📌Architecture: End-to-end fusion of SigLip2, Whisper, and CosyVoice2 on a Qwen3-8B base. 📌Efficiency: Full-duplex live streaming now runs locally on PCs via llama.cpp-omni. The era of "Wait-and-Response" AI is over. Proactive, real-time intelligence is now open-source. 🚀Experience it on Hugging Face: 🔗 #MiniCPM #Omnimodal #FullDuplex #EdgeAI #OpenSource #ComputerVision

MiniCPM-o 4.5: Seeing, Listening, and Speaking — All at Once. 👁️👂🗣️ ✨Beyond traditional turn-taking, we’ve built a Native Full-Duplex engine that allows a 9B model to see, listen, and speak in one concurrent, non-blocking stream. Watch how it masters real-world complexity in real-time: 🔔 Proactive Auditory Interaction: Interrupts itself to alert you when it hears a "Ding!" while reading cards. 🎨 Temporal Flow Tracking: Follows your pen in real-time, narrating and "mind-reading" your drawing as you sketch. 🍎 Omni-Perception: Scans groceries & identifies prices on the fly. ✨Why it’s a category-leader: 📌Performance: Surpasses GPT-4o and Gemini 2.0 Pro on OpenCompass (Avg. 77.6). 📌Architecture: End-to-end fusion of SigLip2, Whisper, and CosyVoice2 on a Qwen3-8B base. 📌Efficiency: Full-duplex live streaming now runs locally on PCs via llama.cpp-omni. The era of "Wait-and-Response" AI is over. Proactive, real-time intelligence is now open-source. 🚀Experience it on Hugging Face: 🔗 #MiniCPM #Omnimodal #FullDuplex #EdgeAI #OpenSource #ComputerVision

OpenBMB

115,505 views • 7 months ago

🥳 Introducing MiniCPM-o 4.5 The first full-duplex omni-modal LLM in open-source community 🎬🎙️ 🔥 Key Highlights: • Full-duplex Omni-modal Live Streaming: The model can see, listen, and speak simultaneously in a real-time conversation without mutual blocking • Proactive Interaction: Moving beyond reactive QA to performing proactive interaction, such as initiating reminders • Leading Performance: Scoring 77.6 on OpenCompass, it outperforms GPT-4o & Gemini 2.0 Pro in vision-language tasks with 9B params The best part? You can experience all above on your PC! #MiniCPM #OpenSource #MultimodalAI #LLM

🥳 Introducing MiniCPM-o 4.5 The first full-duplex omni-modal LLM in open-source community 🎬🎙️ 🔥 Key Highlights: • Full-duplex Omni-modal Live Streaming: The model can see, listen, and speak simultaneously in a real-time conversation without mutual blocking • Proactive Interaction: Moving beyond reactive QA to performing proactive interaction, such as initiating reminders • Leading Performance: Scoring 77.6 on OpenCompass, it outperforms GPT-4o & Gemini 2.0 Pro in vision-language tasks with 9B params The best part? You can experience all above on your PC! #MiniCPM #OpenSource #MultimodalAI #LLM

OpenBMB

398,258 views • 7 months ago

Deepseek V4 Flash 0731 (Q2) - 12 tokens/sec - Single RTX 4090 - 650+ tokens/sec prefill - 250k context - no kv cache quantization! DeepSeek just dropped the official V4 Flash 0731 two days ago with a massive agent capabilities upgrade. The official benchmarks are literally crushing their own V4-Pro-Preview on agentic tasks like Terminal Bench 2.1 and DeepSWE. Unsloth AI said they couldn't wait to bring it to local devices, and they delivered. If you thought my 118B Poolside Laguna S 2.1 MoE run last week on a single GPU was wild, hold onto your hardware. I just successfully ran Unsloth’s brand new 91GB DeepSeek-V4-Flash-0731 (UD-IQ2_M) GGUF entirely locally. And I pushed it to a mind-bending 250,000 context window. The VRAM ceiling is an illusion if you know how to optimize llama.cpp. Here are the benchmarks and the cheat codes to run a local frontier class model yourself. For the hardware and setup, I used a single NVIDIA RTX 4090 (24GB VRAM) hooked up via a PCIe 4 bus, running Ubuntu 22.04 LTS and CUDA 13.0. You don't need a massive enterprise server for this, if you have more than 80 GB of standard DDR4 RAM and a 24GB card like an RTX 3090 or 4090, you can run this exact stack yourself. All benchmarks were run using a massive 28k token prompt to truly stress test the prefill limits. no kv cache quantization THE BENCHMARKS (Scaling Context): # 80k Context (Baseline: -b 2048 -ub 2048): Prefill: 465.43 t/s | Decode: 13.00 t/s | VRAM: 22.87 GB # 80k Context (Optimized: -b 4096 -ub 4096): Prefill: 643.15 t/s | Decode: 12.20 t/s | VRAM: 23.00 GB (Notice how doubling the batch flags spiked my prefill throughput by nearly 200 t/s with almost zero VRAM penalty) # 180k Context (-b 4096 -ub 4096): Prefill: 629.18 t/s | Decode: 11.92 t/s | VRAM: 23.40 GB # 250k Context MAXIMUM (-b 4096 -ub 4096): Prefill: 619.02 t/s | Decode: 11.54 t/s | VRAM: 23.40 GB # THE SECRET SAUCE (Why this works): Unsloth’s UD-IQ2_M quant is ~91GB across 3 files. Since I only have 24GB of VRAM, the PCIe 4 bus and system RAM have to do the heavy lifting. The magic bullet is the --no-mmap flag. By completely bypassing OS disk paging, I forced llama.cpp to load the massive model weights directly into the system RAM upfront. Combined with Flash Attention (-fa on) and exactly 12 CPU threads (--threads 12), I maintained an incredibly stable 11.5+ tokens/sec decode speed even at a quarter million token context. # THE EXACT COMMAND: ./build/bin/llama-server -m /workspace/models/DeepSeek-V4-Flash-0731-UD-IQ2_M-00001-of-00003.gguf -c 250000 -fa on --port 8080 --threads 12 -b 4096 -ub 4096 --no-mmap -v Local conversational and agentic coding AI is fully here. You don’t need an API or an H100 cluster. Qwen 3.8 27b drops next week making the 24GB VRAM tier even more worthwhile. What does your current local AI rig look like, and what's the craziest model you've managed to squeeze into it? Official huggingface GGUF links from Unsloth and performance graphs are dropped in the replies below!

Alok

46,100 views • 1 month ago

🚀 Introducing AgentCPM-Explore: The First Open-Source 4B-Agent Model to Conquer GAIA & Complex Real-World Tasks! 🤗 Hugging Face: 🔗 GitHub: ✨ Key Highlights: ✅ SOTA Agentic Performance: Sets a new benchmark for 4B-scale agent models—outperforming all peers, surpassing 8B models, and rivaling select 30B+ and closed-source LLMs. 🧠 Deep Research Capability: Excels at long-horizon reasoning, supports 100+ turns of autonomous interaction with multi-source cross-validation, human-like self-correction, and dynamic tool use + strategy adaptation—just like a real researcher! 🔓 Full-Stack Open Source: We’re open-sourcing the entire end-to-end agent stack—not just the model! Empower your own innovations with - AgentRL: Asynchronous reinforcement learning framework - AgentDock: Secure, extensible tool sandbox - AgentToLeaP: An one-click evaluation platform for agent tool-learning capabilitie - Full training data pipeline & reproducible workflows #AgentCPM #OpenSourceAI #AgenticAI #AI #GAIA #LLM #OpenBMB #AIAgents #HuggingFace

🚀 Introducing AgentCPM-Explore: The First Open-Source 4B-Agent Model to Conquer GAIA & Complex Real-World Tasks! 🤗 Hugging Face: 🔗 GitHub: ✨ Key Highlights: ✅ SOTA Agentic Performance: Sets a new benchmark for 4B-scale agent models—outperforming all peers, surpassing 8B models, and rivaling select 30B+ and closed-source LLMs. 🧠 Deep Research Capability: Excels at long-horizon reasoning, supports 100+ turns of autonomous interaction with multi-source cross-validation, human-like self-correction, and dynamic tool use + strategy adaptation—just like a real researcher! 🔓 Full-Stack Open Source: We’re open-sourcing the entire end-to-end agent stack—not just the model! Empower your own innovations with - AgentRL: Asynchronous reinforcement learning framework - AgentDock: Secure, extensible tool sandbox - AgentToLeaP: An one-click evaluation platform for agent tool-learning capabilitie - Full training data pipeline & reproducible workflows #AgentCPM #OpenSourceAI #AgenticAI #AI #GAIA #LLM #OpenBMB #AIAgents #HuggingFace

OpenBMB

13,996 views • 8 months ago

🐆 Rapid-MLX v0.12 is here. We’ve officially evolved from a simple chat app into a full-fledged, on-device AI studio for Apple Silicon! 🖥️✨ We didn't just push the MLX inference engine to its limits and expand support for a massive lineup of local open-source models—we are alpha-launching the highly anticipated Desktop Version. (A huge shoutout to the IoTeX community for grinding through the closed beta with us. Your feedback was incredible and helped shape this beast.) Here are the game-changing features you can run on your Mac right now, 100% free and 100% offline 👇 🚀 Blazing Fast Local LLMs Run anything from 4B up to Qwen3.5-122B completely offline. No guessing games—we recommend models matched perfectly to your Mac's actual RAM. Rich chat includes syntax highlighting, markdown tables, and honest tok/s metrics. 🎨 Local Image Generation A brand new Images tab to render directly on your machine. Pick a model (FLUX.2-klein, Z-Image-Turbo), prompt, and refine. Everything lands in a visual filmstrip. 👁️ Vision & Live Web Tools Attach an image and chat about it with local vision. Need real-time data? Our built-in web tools (weather, search, page-fetch) run mid-answer with strict, transparent privacy controls. 🤖 Plug-and-Play Coding Agents Wire up Claude Code, Codex, Cline, or Continue in seconds. One copy-paste from the Launch tab spins up a local OpenAI/Anthropic-compatible endpoint. 🔒 Private by Design Everything runs on-device. Signed, notarized, and entirely local. Your data stays yours. Turn your Mac into an AI powerhouse today. ⚡️

raullen

34,148 views • 1 month ago

Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?

Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?

Ricardo

2,976,036 views • 3 months ago

Everyone is sleeping on Meta's SAM 3 release. But it's actually a big deal. Here's why: Companies spend millions paying humans to label images and videos frame by frame. A single autonomous driving dataset? Months of work, hundreds of annotators, millions in cost. Without labeled data, you can't train custom models. Without custom models, you're stuck with generic solutions. This is why most companies never move past pilots. SAM 3 breaks this cycle. First let's look at the evolution: SAM 1 segmented objects when you clicked on them. Revolutionary, but one object at a time. SAM 2 added video tracking with memory. Game-changing, but you still manually prompted every object. SAM 3 changes everything with text prompts. Type "yellow school bus" and it finds ALL of them in your image or video. Not just one. Every instance across thousands of frames. Now here's where people get confused: "Can't I just use GPT-5 or Gemini for this?" No, and here's why that's a terrible approach. Large multimodal LLMs are great for reasoning, but they're slow and expensive for production visual tasks. You're paying API costs per image, waiting seconds for responses, getting inconsistent results. SAM 3 runs in 30 milliseconds on a single GPU for 100+ objects. That's 100x faster, and you own the infrastructure. More importantly, SAM 3 gives you precise pixel-level masks, not descriptions. Try asking an LLM to segment every defective part on a manufacturing line in real-time. It won't work. SAM 3 does this effortlessly. The real breakthrough is their data engine. Meta built an AI-human hybrid system that's 5x faster for complex annotations. They trained SAM 3 on 4 million unique visual concepts - 50x more than existing benchmarks like LVIS. SAM 3 is trained on 4 million unique visual concepts, it handles everything: - Text-based concept search - Interactive refinement with clicks - Video tracking across frames - Zero-shot detection of new concepts The model is open source. Weights, code, and benchmarks are on GitHub. If you're building computer vision applications, this is the foundation model to evaluate. The annotation time savings alone will pay for integration costs within weeks. Find the relevant links in the next tweet!

Everyone is sleeping on Meta's SAM 3 release. But it's actually a big deal. Here's why: Companies spend millions paying humans to label images and videos frame by frame. A single autonomous driving dataset? Months of work, hundreds of annotators, millions in cost. Without labeled data, you can't train custom models. Without custom models, you're stuck with generic solutions. This is why most companies never move past pilots. SAM 3 breaks this cycle. First let's look at the evolution: SAM 1 segmented objects when you clicked on them. Revolutionary, but one object at a time. SAM 2 added video tracking with memory. Game-changing, but you still manually prompted every object. SAM 3 changes everything with text prompts. Type "yellow school bus" and it finds ALL of them in your image or video. Not just one. Every instance across thousands of frames. Now here's where people get confused: "Can't I just use GPT-5 or Gemini for this?" No, and here's why that's a terrible approach. Large multimodal LLMs are great for reasoning, but they're slow and expensive for production visual tasks. You're paying API costs per image, waiting seconds for responses, getting inconsistent results. SAM 3 runs in 30 milliseconds on a single GPU for 100+ objects. That's 100x faster, and you own the infrastructure. More importantly, SAM 3 gives you precise pixel-level masks, not descriptions. Try asking an LLM to segment every defective part on a manufacturing line in real-time. It won't work. SAM 3 does this effortlessly. The real breakthrough is their data engine. Meta built an AI-human hybrid system that's 5x faster for complex annotations. They trained SAM 3 on 4 million unique visual concepts - 50x more than existing benchmarks like LVIS. SAM 3 is trained on 4 million unique visual concepts, it handles everything: - Text-based concept search - Interactive refinement with clicks - Video tracking across frames - Zero-shot detection of new concepts The model is open source. Weights, code, and benchmarks are on GitHub. If you're building computer vision applications, this is the foundation model to evaluate. The annotation time savings alone will pay for integration costs within weeks. Find the relevant links in the next tweet!

Akshay 🚀

46,438 views • 10 months ago

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!

$AMD| The FOMO to buy AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: The Wall Street Journal yesterday came out with an article that OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from Anthropic has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited Anthropic is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!

Mike

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