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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...

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OpenBMB

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352,293 просмотров • 2 месяцев назад •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
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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

OpenBMB

196,343 просмотров • 1 год назад

🚀 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
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🚀 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

557,835 просмотров • 3 месяцев назад

🚀 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
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🚀 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

25,136 просмотров • 10 месяцев назад

🚀 🚀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
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🚀 🚀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

147,824 просмотров • 2 месяцев назад

💥 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:
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💥 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

97,663 просмотров • 1 год назад

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:
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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

89,257 просмотров • 10 месяцев назад

🤔The world’s best small models? We immediately compared Mistral-3-8B with our previous-gen model, MiniCPM-4.1 (Both in thinking) 😂The findings are compelling: ✅MiniCPM is still ～2x faster, maintaining a massive speed lead ✅It remains a full generation ahead in capabilities (excluding math/code) For developers prioritizing efficiency and speed, MiniCPM is undeniably the world's best small model.
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🤔The world’s best small models? We immediately compared Mistral-3-8B with our previous-gen model, MiniCPM-4.1 (Both in thinking) 😂The findings are compelling: ✅MiniCPM is still ～2x faster, maintaining a massive speed lead ✅It remains a full generation ahead in capabilities (excluding math/code) For developers prioritizing efficiency and speed, MiniCPM is undeniably the world's best small model.

OpenBMB

260,271 просмотров • 7 месяцев назад

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.
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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 просмотров • 5 месяцев назад

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.
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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 просмотров • 1 месяц назад

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. 🔥🧵
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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

286,019 просмотров • 1 месяц назад

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
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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

115,435 просмотров • 5 месяцев назад

🥳 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
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🥳 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

397,772 просмотров • 5 месяцев назад

🚀 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
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🚀 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 просмотров • 6 месяцев назад

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?
1:33

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

2,959,598 просмотров • 1 месяц назад

China unveils humanoid robot worker with brain that runs 275 trillion ops/sec | Jijo Malayil, Interesting Engineering In tests, SUYUAN used vision and joint control to sort and move crates of various sizes, greatly improving warehouse productivity. Chinese manufacturing firm Shanghai Electric has unveiled its first self-developed industrial humanoid robot, “SUYUAN,” marking a major milestone in its robotics journey. Debuting at the World Artificial Intelligence Conference (WAIC 2025) on July 26 in Shanghai, SUYUAN boasts 38 degrees of freedom and 275 TOPS of on-device computing power, enabling precise operations and fluid movements. According to the firm, designed for diverse industrial use, the robot showcases Shanghai Electric’s end-to-end capabilities—from core tech to integrated solutions—and reinforces its commitment to next-gen industrial automation through a full industry chain strategy. At WAIC 2025, Shanghai Electric also unveiled a new joint venture with Johnson Electric for next-gen humanoid robotics and showcased its “LINGKE” dual-arm robot. Recently, Hangzhou-based Unitree Robotics launched the R1 humanoid with 26 joints for $5,900, showcasing athletic feats like cartwheels, running, and quick recovery. Smart factory assistant Shanghai Electric claims SUYUAN, equipped with 38 degrees of freedom (DoF) and a powerful 275 TOPS on-device computing processor, delivers fluid, human-like movements and high-precision operations across various industrial scenarios. Its advanced articulation and real-time processing capabilities make it highly adaptable, enabling smooth execution of complex tasks in dynamic work environments. SUYUAN, who weighs 110 pounds (50 kilograms) and is 5 feet 6 inches (167 cm) tall, was designed to have human-like proportions. Its 38-DoF articulation offers dexterity, allowing for both wide-range motion and sensitive manipulation. With a single arm, the robot can lift objects up to 4.4 pounds (2 kilograms) in weight and carry a total payload of up to 22 pounds (10 kilograms). With a walking pace of 3.1 miles per hour (5 km/h), SUYUAN is ideal for environments including assembly lines, warehousing, and logistics, according to a statement. To navigate complex industrial settings, SUYUAN combines LiDAR and binocular vision for self-guided mobility. Its 275-TOPS AI processor enables rapid data analysis and integration with large language models, allowing it to understand tasks in natural language and handle objects adaptively, reports Fox 44 News. In pilot demonstrations, the robot successfully identified, picked, and relocated crates of varying sizes using advanced computer vision and coordinated joint control—delivering measurable gains in warehouse efficiency. The company claims that SUYUAN’s launch represents a major turning point in Shanghai Electric’s foray into humanoid robotics and strengthens its vertically integrated approach to industrial automation solutions. Intelligent task handling Shanghai Electric also demonstrated its most recent developments in intelligent manufacturing at WAIC 2025, introducing a new joint venture with Johnson Electric centered on next-generation humanoid robotics and showcasing the “LINGKE” dual-arm robot. With its high-precision operations, adaptive teamwork, and closed-loop data capabilities, the LINGKE robot demonstrated live talents in handling complicated production jobs. LINGKE is made to do more than just replace human labor; it uses compliant force control and bimanual coordination to relieve workers of high-intensity, repetitive jobs. According to the company, the robot enhances operational efficiency by up to five times. Its core strength lies in a Data-Model-Deployment closed-loop system that starts with operational data, followed by data cleansing, model training, live deployment, and feedback-driven optimization—enabling autonomous learning and workflow improvement. Also at the event, Shanghai Electric and Johnson Electric introduced advanced hardware modules for humanoid robots, including rotary joints, linear joints, and dexterous finger joints. These components are designed to support smooth, precise, and quiet motion performance across robotics systems, reports Stock Titan. The joint venture announced two strategic agreements: a first-unit supply deal with the National and Local Co-Built Humanoid Robotics Innovation Center (Qinglong Project) and a cooperation memorandum with Fourier Robotics. Read more:
0:58

China unveils humanoid robot worker with brain that runs 275 trillion ops/sec | Jijo Malayil, Interesting Engineering In tests, SUYUAN used vision and joint control to sort and move crates of various sizes, greatly improving warehouse productivity. Chinese manufacturing firm Shanghai Electric has unveiled its first self-developed industrial humanoid robot, “SUYUAN,” marking a major milestone in its robotics journey. Debuting at the World Artificial Intelligence Conference (WAIC 2025) on July 26 in Shanghai, SUYUAN boasts 38 degrees of freedom and 275 TOPS of on-device computing power, enabling precise operations and fluid movements. According to the firm, designed for diverse industrial use, the robot showcases Shanghai Electric’s end-to-end capabilities—from core tech to integrated solutions—and reinforces its commitment to next-gen industrial automation through a full industry chain strategy. At WAIC 2025, Shanghai Electric also unveiled a new joint venture with Johnson Electric for next-gen humanoid robotics and showcased its “LINGKE” dual-arm robot. Recently, Hangzhou-based Unitree Robotics launched the R1 humanoid with 26 joints for $5,900, showcasing athletic feats like cartwheels, running, and quick recovery. Smart factory assistant Shanghai Electric claims SUYUAN, equipped with 38 degrees of freedom (DoF) and a powerful 275 TOPS on-device computing processor, delivers fluid, human-like movements and high-precision operations across various industrial scenarios. Its advanced articulation and real-time processing capabilities make it highly adaptable, enabling smooth execution of complex tasks in dynamic work environments. SUYUAN, who weighs 110 pounds (50 kilograms) and is 5 feet 6 inches (167 cm) tall, was designed to have human-like proportions. Its 38-DoF articulation offers dexterity, allowing for both wide-range motion and sensitive manipulation. With a single arm, the robot can lift objects up to 4.4 pounds (2 kilograms) in weight and carry a total payload of up to 22 pounds (10 kilograms). With a walking pace of 3.1 miles per hour (5 km/h), SUYUAN is ideal for environments including assembly lines, warehousing, and logistics, according to a statement. To navigate complex industrial settings, SUYUAN combines LiDAR and binocular vision for self-guided mobility. Its 275-TOPS AI processor enables rapid data analysis and integration with large language models, allowing it to understand tasks in natural language and handle objects adaptively, reports Fox 44 News. In pilot demonstrations, the robot successfully identified, picked, and relocated crates of varying sizes using advanced computer vision and coordinated joint control—delivering measurable gains in warehouse efficiency. The company claims that SUYUAN’s launch represents a major turning point in Shanghai Electric’s foray into humanoid robotics and strengthens its vertically integrated approach to industrial automation solutions. Intelligent task handling Shanghai Electric also demonstrated its most recent developments in intelligent manufacturing at WAIC 2025, introducing a new joint venture with Johnson Electric centered on next-generation humanoid robotics and showcasing the “LINGKE” dual-arm robot. With its high-precision operations, adaptive teamwork, and closed-loop data capabilities, the LINGKE robot demonstrated live talents in handling complicated production jobs. LINGKE is made to do more than just replace human labor; it uses compliant force control and bimanual coordination to relieve workers of high-intensity, repetitive jobs. According to the company, the robot enhances operational efficiency by up to five times. Its core strength lies in a Data-Model-Deployment closed-loop system that starts with operational data, followed by data cleansing, model training, live deployment, and feedback-driven optimization—enabling autonomous learning and workflow improvement. Also at the event, Shanghai Electric and Johnson Electric introduced advanced hardware modules for humanoid robots, including rotary joints, linear joints, and dexterous finger joints. These components are designed to support smooth, precise, and quiet motion performance across robotics systems, reports Stock Titan. The joint venture announced two strategic agreements: a first-unit supply deal with the National and Local Co-Built Humanoid Robotics Innovation Center (Qinglong Project) and a cooperation memorandum with Fourier Robotics. Read more:

Owen Gregorian

51,638 просмотров • 11 месяцев назад

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!
0:27

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 🚀

46,404 просмотров • 7 месяцев назад

$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!
4:46

$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

84,951 просмотров • 1 месяц назад

I've been with Firstock since day one, and we’ve worked closely with Vikram, the founder. In 2023, Firstock set out to build the fastest, most user-friendly trading app completely in-house. After countless meetings, iterations, and late nights, I’m proud to present the latest version of the Firstock web and mobile app—designed to transform your trading experience. 🚀 You can open your account here: (Open your account today for exciting offers) Experience Demo Account: Zero Hassle. Zero Charges. Maximum Power. With Firstock, you get: * ₹0 Delivery Charges * ₹0 API Fees * ₹0 Account Opening Charges * ₹0 Pledge Charges * ₹0 AMC * ₹0 Pay-in Charges * Just ₹20/order for F&O trades What do we have? For Investors: Let’s begin with what Firstock offers to investors: 1. Fundamentals at Your Fingertips Access detailed stock charts and fundamental data directly within the app—no need to go elsewhere. 2. Holding Performance Overview Track your portfolio's performance with full visibility into all corporate actions affecting your holdings. 3. Complete Holding Analysis Gain a holistic view of your portfolio through our intuitive holdings dashboard. 4. Instant Pledge for Instant Margin Need margin quickly? Instantly pledge your stocks and start trading within minutes—no delays. Confused about what to invest in? 5. Curated Investment Ideas Explore top-performing market movers, sectoral trends, and international ETFs to make informed investment choices. 6. Custom Screeners Build your own stock screeners to filter out investments that match your strategy and risk appetite. --- For Traders: Built by traders, for traders—our platform is designed to meet your high-speed, high-efficiency needs. 1. Sticky Orders & Bulk Slicing*l Place large orders with ease. Our bulk slicing and sticky order window make placing, modifying, and exiting large quantities seamless. 2. Options Strategy Builder Design strategies directly from the option chain, view the payoff graph, and execute instantly. 3. Live Position Analysis Analyze and tweak your open positions directly from the position book—no switching screens. 4. Custom Strategy Execution Save your favorite strategies and execute them when the timing is right. 5. Advanced Option Analytics View real-time data like OI, Max Pain, and synthetic futures to make quicker, smarter trading decisions. 6. Pre-Built Straddle and Strangle Tools Trade straddles or strangles effortlessly using our dedicated strategy screens. --- Now on Mobile: Enjoy the same powerful features on our brand-new mobile app—designed for ease, speed, and convenience. --- Try it Today: Experience the platform with our demo—explore all features before you commit. Explore Demo Account: You can open your account here: --- This is just the beginning. We’re continuously building features that will redefine the way you trade. Have suggestions or feedback? I’d love to hear from you personally. Let’s grow together.
1:38

I've been with Firstock since day one, and we’ve worked closely with Vikram, the founder. In 2023, Firstock set out to build the fastest, most user-friendly trading app completely in-house. After countless meetings, iterations, and late nights, I’m proud to present the latest version of the Firstock web and mobile app—designed to transform your trading experience. 🚀 You can open your account here: (Open your account today for exciting offers) Experience Demo Account: Zero Hassle. Zero Charges. Maximum Power. With Firstock, you get: * ₹0 Delivery Charges * ₹0 API Fees * ₹0 Account Opening Charges * ₹0 Pledge Charges * ₹0 AMC * ₹0 Pay-in Charges * Just ₹20/order for F&O trades What do we have? For Investors: Let’s begin with what Firstock offers to investors: 1. Fundamentals at Your Fingertips Access detailed stock charts and fundamental data directly within the app—no need to go elsewhere. 2. Holding Performance Overview Track your portfolio's performance with full visibility into all corporate actions affecting your holdings. 3. Complete Holding Analysis Gain a holistic view of your portfolio through our intuitive holdings dashboard. 4. Instant Pledge for Instant Margin Need margin quickly? Instantly pledge your stocks and start trading within minutes—no delays. Confused about what to invest in? 5. Curated Investment Ideas Explore top-performing market movers, sectoral trends, and international ETFs to make informed investment choices. 6. Custom Screeners Build your own stock screeners to filter out investments that match your strategy and risk appetite. --- For Traders: Built by traders, for traders—our platform is designed to meet your high-speed, high-efficiency needs. 1. Sticky Orders & Bulk Slicing*l Place large orders with ease. Our bulk slicing and sticky order window make placing, modifying, and exiting large quantities seamless. 2. Options Strategy Builder Design strategies directly from the option chain, view the payoff graph, and execute instantly. 3. Live Position Analysis Analyze and tweak your open positions directly from the position book—no switching screens. 4. Custom Strategy Execution Save your favorite strategies and execute them when the timing is right. 5. Advanced Option Analytics View real-time data like OI, Max Pain, and synthetic futures to make quicker, smarter trading decisions. 6. Pre-Built Straddle and Strangle Tools Trade straddles or strangles effortlessly using our dedicated strategy screens. --- Now on Mobile: Enjoy the same powerful features on our brand-new mobile app—designed for ease, speed, and convenience. --- Try it Today: Experience the platform with our demo—explore all features before you commit. Explore Demo Account: You can open your account here: --- This is just the beginning. We’re continuously building features that will redefine the way you trade. Have suggestions or feedback? I’d love to hear from you personally. Let’s grow together.

Saketh R

15,618 просмотров • 1 год назад

$AMD| $META is using $GOOGL to negotiate 🧵 The Ironwood pod is 5.1–10x more expensive annually ($148.3 million ÷ $14.87–$29.04 million) and 5.1–10x more expensive monthly ($12.36 million ÷ $1.24–$2.42 million) than renting 15 MI450 racks for equivalent compute. The rapidly evolving landscape of artificial intelligence infrastructure presents a complex interplay of technological innovation, market dynamics, and strategic maneuvering among major players. Recent leaked information suggesting that Meta Platforms ($META) might work with Google's Tensor Processing Unit (TPU) in 2027 has sparked speculation about its true intent. This leak is likely a strategic move by Meta to negotiate more favorable terms with AMD , leveraging the competitive dynamics of the AI hardware market to optimize its substantial investment in AI infrastructure. By examining the key elements of this scenario Meta's investment strategy, the comparative advantages of AMD's MI450 and Google's Ironwood TPU, and the broader market context; we can discern the potential beneficiaries and the strategic implications of this information. Meta's aggressive pursuit of AI capabilities is underscored by its planned expenditure of $66-72 billion on AI infrastructure in 2025, with expectations to escalate significantly in 2026. This investment is part of a broader strategy to build "titan clusters" like Prometheus, which are projected to reach 1 gigawatt of compute power by 2026. Such a scale of investment reflects Meta's recognition of the critical role that AI will play in its future growth, particularly in enhancing its social media platforms and developing new AI-driven applications. However, the financial burden of this infrastructure buildout necessitates a careful consideration of cost-effectiveness and scalability, which brings us to the leaked information about potential collaboration with Google's Ironwood TPU. Google's Ironwood TPU, introduced as the seventh-generation ASIC optimized for TensorFlow-based inference, represents a high-cost, cloud-locked solution priced at $445 million per pod (9,216 chips) over three years. This model, while offering significant performance gains and power efficiency, is tailored for pod-scale deployment and integrated with Google's cloud services, limiting flexibility and increasing costs for customers. In contrast, AMD's MI450 GPU, priced at $30,000–$40,000 per unit, provides a modular, open ROCm ecosystem that delivers comparable compute capacity at a fraction of the cost. Renting 15 MI450 racks could achieve similar 42+ exaFLOPS inference compute at 5–10x lower cost than renting a single Ironwood pod, underscoring AMD's competitive edge in terms of total cost of ownership (TCO). The leaked information about Meta's potential TPU deployment in 2027, therefore, can be interpreted as a negotiating tactic rather than a definitive shift in strategy. By signaling interest in Google's solution, Meta may be attempting to pressure AMD into offering more favorable terms/prices for 5-10GW. This tactic aligns with Meta's broader goal to finance most of its AI spend internally while exploring partnerships that can reduce costs and enhance flexibility. The post's emphasis on MI450's TCO advantage and its partnerships with major players like OpenAI, Microsoft, and Meta itself suggests that AMD is a critical component of Meta's AI infrastructure strategy. The threat of working with Google's TPU could prompt AMD to reassess its pricing, provide additional support, or offer incentives to retain Meta as a customer, thereby securing or expanding its market share. From a logical standpoint, Meta stands to benefit the most from this strategy. As a major buyer in a high-stakes market projected to surpass $1 trillion in annual spending by 2030, Meta's negotiating power is significant. The leaked information could lead to substantial cost savings on its $66-72 billion investment, enhancing its financial flexibility and allowing for further investment in AI capabilities. Moreover, this tactic reinforces Meta's position as a leader in the AI infrastructure race, potentially attracting more external financing for its data center projects and strengthening its competitive stance against other hyperscalers like Amazon and Microsoft. AMD could also benefit from this scenario. The negotiation pressure might lead to small short-term concessions, but it could also solidify long-term partnerships with Meta, ensuring continued demand for MI450 and other AI hardware solutions. Initially Meta's 42% allocation to AMD MI300X and its partnerships with Oracle, Dell, and HP indicates a deep integration of AMD's technology into Meta's infrastructure, which could be leveraged to maintain this relationship. For AMD, retaining Meta as a large key customer is crucial to capturing a larger share of the rapidly growing data center infrastructure market, driven by the insatiable demand for AI compute power. Google, on the other hand, faces a more limited benefit from this leaked information. While securing Meta as a customer would reinforce its position in the AI hardware market, the high cost and ecosystem lock-in of the Ironwood TPU might deter Meta from fully committing to this solution. The leaked information could prompt Google to reconsider its pricing or ecosystem strategy to remain competitive, but the immediate impact is likely to be minimal compared to the potential gains for Meta and AMD. Investors and market analysts also stand to benefit from this information, as it provides insights into the competitive dynamics of the AI hardware market. Adjustments in portfolios based on anticipated shifts in market share and profitability could lead to opportunities for those who correctly anticipate outcomes. The negotiation dynamic might introduce volatility, but it also highlights the strategic importance of cost-effective solutions in the AI infrastructure space. Lastly, the leaked information about Meta potentially working with Google's TPU in 2027 is likely a strategic move to negotiate with AMD, leveraging the competitive landscape to optimize its AI infrastructure investment. Meta, as the primary negotiator, stands to gain the most by securing better terms from AMD, reducing costs, and enhancing its financial flexibility. AMD, while initially at risk, could benefit from retaining a key customer and solidifying its market position. Google faces limited immediate benefits but may need to adapt its strategy to remain competitive. This scenario underscores the complex interplay of technology, market dynamics, and strategic maneuvering in the AI hardware market, where cost-effectiveness and scalability are paramount. As the data center infrastructure market continues to grow, the outcomes of such negotiations will shape the future of AI development and deployment.
1:12

$AMD| $META is using $GOOGL to negotiate 🧵 The Ironwood pod is 5.1–10x more expensive annually ($148.3 million ÷ $14.87–$29.04 million) and 5.1–10x more expensive monthly ($12.36 million ÷ $1.24–$2.42 million) than renting 15 MI450 racks for equivalent compute. The rapidly evolving landscape of artificial intelligence infrastructure presents a complex interplay of technological innovation, market dynamics, and strategic maneuvering among major players. Recent leaked information suggesting that Meta Platforms ($META) might work with Google's Tensor Processing Unit (TPU) in 2027 has sparked speculation about its true intent. This leak is likely a strategic move by Meta to negotiate more favorable terms with AMD , leveraging the competitive dynamics of the AI hardware market to optimize its substantial investment in AI infrastructure. By examining the key elements of this scenario Meta's investment strategy, the comparative advantages of AMD's MI450 and Google's Ironwood TPU, and the broader market context; we can discern the potential beneficiaries and the strategic implications of this information. Meta's aggressive pursuit of AI capabilities is underscored by its planned expenditure of $66-72 billion on AI infrastructure in 2025, with expectations to escalate significantly in 2026. This investment is part of a broader strategy to build "titan clusters" like Prometheus, which are projected to reach 1 gigawatt of compute power by 2026. Such a scale of investment reflects Meta's recognition of the critical role that AI will play in its future growth, particularly in enhancing its social media platforms and developing new AI-driven applications. However, the financial burden of this infrastructure buildout necessitates a careful consideration of cost-effectiveness and scalability, which brings us to the leaked information about potential collaboration with Google's Ironwood TPU. Google's Ironwood TPU, introduced as the seventh-generation ASIC optimized for TensorFlow-based inference, represents a high-cost, cloud-locked solution priced at $445 million per pod (9,216 chips) over three years. This model, while offering significant performance gains and power efficiency, is tailored for pod-scale deployment and integrated with Google's cloud services, limiting flexibility and increasing costs for customers. In contrast, AMD's MI450 GPU, priced at $30,000–$40,000 per unit, provides a modular, open ROCm ecosystem that delivers comparable compute capacity at a fraction of the cost. Renting 15 MI450 racks could achieve similar 42+ exaFLOPS inference compute at 5–10x lower cost than renting a single Ironwood pod, underscoring AMD's competitive edge in terms of total cost of ownership (TCO). The leaked information about Meta's potential TPU deployment in 2027, therefore, can be interpreted as a negotiating tactic rather than a definitive shift in strategy. By signaling interest in Google's solution, Meta may be attempting to pressure AMD into offering more favorable terms/prices for 5-10GW. This tactic aligns with Meta's broader goal to finance most of its AI spend internally while exploring partnerships that can reduce costs and enhance flexibility. The post's emphasis on MI450's TCO advantage and its partnerships with major players like OpenAI, Microsoft, and Meta itself suggests that AMD is a critical component of Meta's AI infrastructure strategy. The threat of working with Google's TPU could prompt AMD to reassess its pricing, provide additional support, or offer incentives to retain Meta as a customer, thereby securing or expanding its market share. From a logical standpoint, Meta stands to benefit the most from this strategy. As a major buyer in a high-stakes market projected to surpass $1 trillion in annual spending by 2030, Meta's negotiating power is significant. The leaked information could lead to substantial cost savings on its $66-72 billion investment, enhancing its financial flexibility and allowing for further investment in AI capabilities. Moreover, this tactic reinforces Meta's position as a leader in the AI infrastructure race, potentially attracting more external financing for its data center projects and strengthening its competitive stance against other hyperscalers like Amazon and Microsoft. AMD could also benefit from this scenario. The negotiation pressure might lead to small short-term concessions, but it could also solidify long-term partnerships with Meta, ensuring continued demand for MI450 and other AI hardware solutions. Initially Meta's 42% allocation to AMD MI300X and its partnerships with Oracle, Dell, and HP indicates a deep integration of AMD's technology into Meta's infrastructure, which could be leveraged to maintain this relationship. For AMD, retaining Meta as a large key customer is crucial to capturing a larger share of the rapidly growing data center infrastructure market, driven by the insatiable demand for AI compute power. Google, on the other hand, faces a more limited benefit from this leaked information. While securing Meta as a customer would reinforce its position in the AI hardware market, the high cost and ecosystem lock-in of the Ironwood TPU might deter Meta from fully committing to this solution. The leaked information could prompt Google to reconsider its pricing or ecosystem strategy to remain competitive, but the immediate impact is likely to be minimal compared to the potential gains for Meta and AMD. Investors and market analysts also stand to benefit from this information, as it provides insights into the competitive dynamics of the AI hardware market. Adjustments in portfolios based on anticipated shifts in market share and profitability could lead to opportunities for those who correctly anticipate outcomes. The negotiation dynamic might introduce volatility, but it also highlights the strategic importance of cost-effective solutions in the AI infrastructure space. Lastly, the leaked information about Meta potentially working with Google's TPU in 2027 is likely a strategic move to negotiate with AMD, leveraging the competitive landscape to optimize its AI infrastructure investment. Meta, as the primary negotiator, stands to gain the most by securing better terms from AMD, reducing costs, and enhancing its financial flexibility. AMD, while initially at risk, could benefit from retaining a key customer and solidifying its market position. Google faces limited immediate benefits but may need to adapt its strategy to remain competitive. This scenario underscores the complex interplay of technology, market dynamics, and strategic maneuvering in the AI hardware market, where cost-effectiveness and scalability are paramount. As the data center infrastructure market continues to grow, the outcomes of such negotiations will shape the future of AI development and deployment.

Mike

182,048 просмотров • 7 месяцев назад

After 8+ years on the Tesla Autopilot team and 3 years at Intel, I started Apex Compute to design a new architecture for efficient AI inference. For the past 9 months, we’ve been building our custom inference accelerator. Today we’re releasing Unified Engine v1. Last June we raised our seed round with Maxitech , DeepFin Research, Soma Capital and an incredible group of angel investors. In less than 9 months, we completed our RTL architecture and brought our first pre-silicon prototype to life on FPGA. Our architecture combines systolic array and vector processing in a single compute engine with multiple architectural optimizations, achieving very high FLOPs utilization. A single engine is super lean and it uses less than 90K LUTs and 1 MB Block RAM. It may also be one of the smallest logic-footprint compute engines developed so far. Our Unified Engine v1 supports: -matrix-matrix multiplication (~95% FLOPs utilization) -softmax (~90% FLOPs utilization) -broadcast and element-wise operations -RMSNorm / LayerNorm -block quantization/dequantization (fp4, int4) -multi-engine synchronization and many other operations. We even implemented memory-efficient attention similar to FlashAttention, reaching ~90% FLOP utilization. Full benchmarks and the software stack are available on our GitHub: We have basic compiler written in Python and it supports PyTorch tensors directly to easily test and transfer tensors between the accelerator and host using bf16, fp4 and int4 formats. Our FPGA prototype can already run LLM inference and outperform NVIDIA Jetson Orin Nano, even on a mid-tier FPGA setup (6.4x lower memory bandwidth, 18% slower clock speed at 4.5 Watts). Check the side-by-side comparison video below. Our GitHub includes low-level operator implementations, examples for tiled matrix multiplication, operation chaining, tensor parallelism, attention kernel and a full Gemma 3 1B model implementation. Many more models(Vision Transformers and VLA) are coming soon. Our accelerator IP is AXI-ready for deployment on any AMD(Xilinx) FPGA platform today. Even better, our two-engine prototype runs on an entry-level AMD(Xilinx) FPGA as a PCIe accelerator card. You can purchase it here for $50 to experiment our pre-silicon prototype on your desktop PC or Raspberry Pi 5. We will be releasing hardware bitstream updates as the architecture gets new features. More to come soon! We are expanding our team and looking for compiler engineers and floating-point hardware design engineers. If you're interested, please send me a DM.
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After 8+ years on the Tesla Autopilot team and 3 years at Intel, I started Apex Compute to design a new architecture for efficient AI inference. For the past 9 months, we’ve been building our custom inference accelerator. Today we’re releasing Unified Engine v1. Last June we raised our seed round with Maxitech , DeepFin Research, Soma Capital and an incredible group of angel investors. In less than 9 months, we completed our RTL architecture and brought our first pre-silicon prototype to life on FPGA. Our architecture combines systolic array and vector processing in a single compute engine with multiple architectural optimizations, achieving very high FLOPs utilization. A single engine is super lean and it uses less than 90K LUTs and 1 MB Block RAM. It may also be one of the smallest logic-footprint compute engines developed so far. Our Unified Engine v1 supports: -matrix-matrix multiplication (~95% FLOPs utilization) -softmax (~90% FLOPs utilization) -broadcast and element-wise operations -RMSNorm / LayerNorm -block quantization/dequantization (fp4, int4) -multi-engine synchronization and many other operations. We even implemented memory-efficient attention similar to FlashAttention, reaching ~90% FLOP utilization. Full benchmarks and the software stack are available on our GitHub: We have basic compiler written in Python and it supports PyTorch tensors directly to easily test and transfer tensors between the accelerator and host using bf16, fp4 and int4 formats. Our FPGA prototype can already run LLM inference and outperform NVIDIA Jetson Orin Nano, even on a mid-tier FPGA setup (6.4x lower memory bandwidth, 18% slower clock speed at 4.5 Watts). Check the side-by-side comparison video below. Our GitHub includes low-level operator implementations, examples for tiled matrix multiplication, operation chaining, tensor parallelism, attention kernel and a full Gemma 3 1B model implementation. Many more models(Vision Transformers and VLA) are coming soon. Our accelerator IP is AXI-ready for deployment on any AMD(Xilinx) FPGA platform today. Even better, our two-engine prototype runs on an entry-level AMD(Xilinx) FPGA as a PCIe accelerator card. You can purchase it here for $50 to experiment our pre-silicon prototype on your desktop PC or Raspberry Pi 5. We will be releasing hardware bitstream updates as the architecture gets new features. More to come soon! We are expanding our team and looking for compiler engineers and floating-point hardware design engineers. If you're interested, please send me a DM.

Hasan

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