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Holy sh!t ! OpenAI will have their custom inference chips ready in just a few months and deployed at scale by the end of the year! 🤯 Training chip = The heavy lifters that require massive amounts of data and power to build and teach the AI models from... show more

Chris

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60,278 次观看 • 5 个月前 •via X (Twitter)

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$I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.$

I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.

Teslaconomics

25,494 次观看 • 5 个月前

I’m incredibly proud to share that OpenAI chose Brex to power their global spend and financial operations. When you're building at the frontier of AI and scaling global teams and infrastructure at an unprecedented pace like OpenAI is, Finance can't be the thing that slows you down. You need spend visibility the moment it happens, controls that enforce themselves, and agentic workflows that eliminate the manual work so your team stays focused on driving the business forward. We were so impressed by OpenAI’s rigor in evaluating every solution in the market, and whether they align to the agentic future OpenAI is building. Their decision to run on Brex is a huge testament to our AI roadmap and vision for the future of Finance. We started Brex around a simple idea: companies shouldn't have to choose between speed and control. There's no company in the world where that tradeoff matters more than OpenAI. We are honored to support them as they build the future. The best AI companies in the world, including OpenAI, Anthropic, Cursor, Vercel, Granola, Sierra, and Mercor choose Brex over every alternative for that exact reason. If you want to understand who’s truly building the future of AI in Finance, follow the customers you admire the most – not the hype.

I’m incredibly proud to share that OpenAI chose Brex to power their global spend and financial operations. When you're building at the frontier of AI and scaling global teams and infrastructure at an unprecedented pace like OpenAI is, Finance can't be the thing that slows you down. You need spend visibility the moment it happens, controls that enforce themselves, and agentic workflows that eliminate the manual work so your team stays focused on driving the business forward. We were so impressed by OpenAI’s rigor in evaluating every solution in the market, and whether they align to the agentic future OpenAI is building. Their decision to run on Brex is a huge testament to our AI roadmap and vision for the future of Finance. We started Brex around a simple idea: companies shouldn't have to choose between speed and control. There's no company in the world where that tradeoff matters more than OpenAI. We are honored to support them as they build the future. The best AI companies in the world, including OpenAI, Anthropic, Cursor, Vercel, Granola, Sierra, and Mercor choose Brex over every alternative for that exact reason. If you want to understand who’s truly building the future of AI in Finance, follow the customers you admire the most – not the hype.

Pedro Franceschi

62,406 次观看 • 5 个月前

Every search, recommendation, simulation and AI-generated response depends on rapid access to #data. From training large AI models to enabling real-time inference, #DRAM helps keep today's most demanding workloads moving at the speed innovation requires. This National DRAM day, join us in celebrating the technology that helps bridge the gap between processors and data, enabling everything from smartphones and PCs to #AI infrastructure.

Every search, recommendation, simulation and AI-generated response depends on rapid access to #data. From training large AI models to enabling real-time inference, #DRAM helps keep today's most demanding workloads moving at the speed innovation requires. This National DRAM day, join us in celebrating the technology that helps bridge the gap between processors and data, enabling everything from smartphones and PCs to #AI infrastructure.

Micron Technology

16,077 次观看 • 2 个月前

70% of AI compute in 2026 is inference. Not training. The models are built. The real infrastructure challenge is serving them at scale to millions of users and agents, every day, in production. Most enterprise infrastructure is still optimized for the wrong workload.🧵

70% of AI compute in 2026 is inference. Not training. The models are built. The real infrastructure challenge is serving them at scale to millions of users and agents, every day, in production. Most enterprise infrastructure is still optimized for the wrong workload.🧵

Aethir

21,176 次观看 • 2 个月前

OpenAI 2025: “We need 40% of global chip supply and $1.4T in data centers” OpenAI early 2026: “Actually $600B” OpenAI now: “Actually we’ll just rent from Amazon” Meanwhile: > DDR5 went from $200 to $900 > Memory stocks ran up 300% > Oracle CDS hit 16-year highs > Microsoft just took the Texas site OpenAI abandoned Sama causing a shortage and glut in the same fiscal year and now my PS5 costs $900

OpenAI 2025: “We need 40% of global chip supply and $1.4T in data centers” OpenAI early 2026: “Actually $600B” OpenAI now: “Actually we’ll just rent from Amazon” Meanwhile: > DDR5 went from $200 to $900 > Memory stocks ran up 300% > Oracle CDS hit 16-year highs > Microsoft just took the Texas site OpenAI abandoned Sama causing a shortage and glut in the same fiscal year and now my PS5 costs $900

Josh Kale

809,423 次观看 • 5 个月前

🇨🇳🇺🇸 China's military may be learning from America's AI, without building it from scratch Why spend billions training a frontier AI model when you can let someone else do the expensive part? Chinese military-linked researchers have repeatedly used outputs from OpenAI and Anthropic models to train smaller domestic AI systems for surveillance, cyber operations, drone targeting, battlefield decision-making, and software analysis. The trick is called distillation: instead of copying the model itself, researchers use its answers, and more importantly, its reasoning, to teach a smaller model. The result? AI that isn't as powerful as the original, but is cheap, runs on local hardware, and can be deployed on drones, military networks, and tactical systems without relying on U.S technology. The AI arms race isn't just about who builds the smartest model anymore; it's about who can squeeze the most military value out of everyone else's. Source: Reuters / Writer: Ian

🇨🇳🇺🇸 China's military may be learning from America's AI, without building it from scratch Why spend billions training a frontier AI model when you can let someone else do the expensive part? Chinese military-linked researchers have repeatedly used outputs from OpenAI and Anthropic models to train smaller domestic AI systems for surveillance, cyber operations, drone targeting, battlefield decision-making, and software analysis. The trick is called distillation: instead of copying the model itself, researchers use its answers, and more importantly, its reasoning, to teach a smaller model. The result? AI that isn't as powerful as the original, but is cheap, runs on local hardware, and can be deployed on drones, military networks, and tactical systems without relying on U.S technology. The AI arms race isn't just about who builds the smartest model anymore; it's about who can squeeze the most military value out of everyone else's. Source: Reuters / Writer: Ian

Mario Nawfal

47,775 次观看 • 29 天前

Elon Musk just identified the next crisis in AI. It’s not a shortage. It’s an unusable surplus. Musk: “By the end of this year, chip production will outpace the ability to turn chips on.” For three years the world was starved for silicon. Every lab, every government, every company racing to secure the chips that determine who wins the AI era. That bottleneck is ending. A new one is replacing it. Musk: “The chips are going to be piling up and not be able to be turned on.” Billions of dollars of the most advanced AI hardware ever built. Sitting dark. Not because the chips don’t work. Because there isn’t enough electricity to run them. You can’t print a power plant the way you print a chip. The fabrication plants scaled. The grid didn’t. And now the most valuable hardware in history is about to hit a wall that no amount of capital can instantly solve. Compute is about to become abundant. Electricity is about to become the most valuable commodity on earth. Three years obsessing over silicon yields. Physics doesn’t care about your chip architecture if your data center can’t pull enough megawatts. The war isn’t about who can manufacture the most silicon anymore. It’s about who has the raw power to plug it in. Whoever solves energy first doesn’t just win. They own the infrastructure everyone else needs to compete. The losers stack useless chips in warehouses waiting for power that never arrives. We built a trillion dollar engine and forgot the fuel. That’s the AI race right now.

Elon Musk just identified the next crisis in AI. It’s not a shortage. It’s an unusable surplus. Musk: “By the end of this year, chip production will outpace the ability to turn chips on.” For three years the world was starved for silicon. Every lab, every government, every company racing to secure the chips that determine who wins the AI era. That bottleneck is ending. A new one is replacing it. Musk: “The chips are going to be piling up and not be able to be turned on.” Billions of dollars of the most advanced AI hardware ever built. Sitting dark. Not because the chips don’t work. Because there isn’t enough electricity to run them. You can’t print a power plant the way you print a chip. The fabrication plants scaled. The grid didn’t. And now the most valuable hardware in history is about to hit a wall that no amount of capital can instantly solve. Compute is about to become abundant. Electricity is about to become the most valuable commodity on earth. Three years obsessing over silicon yields. Physics doesn’t care about your chip architecture if your data center can’t pull enough megawatts. The war isn’t about who can manufacture the most silicon anymore. It’s about who has the raw power to plug it in. Whoever solves energy first doesn’t just win. They own the infrastructure everyone else needs to compete. The losers stack useless chips in warehouses waiting for power that never arrives. We built a trillion dollar engine and forgot the fuel. That’s the AI race right now.

Dustin

705,977 次观看 • 6 个月前

We’re proud to share that Tamarind Bio has been selected to build, host, and operate the inference infrastructure layer for TuneLab2.0, the next evolution of the platform. Eli Lilly and Company TuneLab is a first-of-its-kind, collaborative AI/ML drug discovery platform, bringing models trained on over $1B worth of Lilly proprietary data to the biotech ecosystem. Tamarind will power TuneLab’s scalable drug discovery workflows and model inference.

We’re proud to share that Tamarind Bio has been selected to build, host, and operate the inference infrastructure layer for TuneLab2.0, the next evolution of the platform. Eli Lilly and Company TuneLab is a first-of-its-kind, collaborative AI/ML drug discovery platform, bringing models trained on over $1B worth of Lilly proprietary data to the biotech ecosystem. Tamarind will power TuneLab’s scalable drug discovery workflows and model inference.

Deniz Kavi

43,675 次观看 • 2 个月前

AI token usage is up 10x in 7 months, compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!

AI token usage is up 10x in 7 months, compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!

Kyle Reidhead | Milk Road

28,320 次观看 • 18 天前

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Melvin

180,198 次观看 • 1 个月前

🚨 SCIENTISTS JUST BUILT A CHIP THAT CAN SEE, THINK, AND REMEMBER ALL AT THE SAME TIME. And it works more like a biological brain than a traditional computer. Researchers at RMIT University have created a neuromorphic vision chip that mimics the human eye and brain. Unlike conventional systems that capture images and send data to external processors, this chip performs sensing, processing, and memory storage directly where the light hits. The active layer is thousands of times thinner than a human hair. It uses doped indium oxide to detect light, process the information on-chip, and retain what it sees over time without constant electrical refreshing. Why this matters: • It dramatically cuts energy use and latency by eliminating data transfer to separate processors • Enables much faster real-time decision making for autonomous systems • Works more like biological vision than traditional machine vision • Could power the next generation of efficient edge AI in vehicles, robots, and remote sensors The deeper implication: For decades, we’ve built vision systems by bolting cameras, processors, and memory together like separate organs. This chip collapses those functions into one biological-style unit. It’s a step toward machines that don’t just “see” but actually perceive and remember in a more efficient, brain-like way. If scaled successfully, it could become a foundational component for autonomous systems that need to operate intelligently with minimal power and minimal delay. We’re moving from cameras that take pictures to chips that truly see. How do you think neuromorphic vision chips like this will change what’s possible for self-driving cars and autonomous robots? Follow for more frontier neuromorphic computing, AI hardware, and brain-inspired technology.

🚨 SCIENTISTS JUST BUILT A CHIP THAT CAN SEE, THINK, AND REMEMBER ALL AT THE SAME TIME. And it works more like a biological brain than a traditional computer. Researchers at RMIT University have created a neuromorphic vision chip that mimics the human eye and brain. Unlike conventional systems that capture images and send data to external processors, this chip performs sensing, processing, and memory storage directly where the light hits. The active layer is thousands of times thinner than a human hair. It uses doped indium oxide to detect light, process the information on-chip, and retain what it sees over time without constant electrical refreshing. Why this matters: • It dramatically cuts energy use and latency by eliminating data transfer to separate processors • Enables much faster real-time decision making for autonomous systems • Works more like biological vision than traditional machine vision • Could power the next generation of efficient edge AI in vehicles, robots, and remote sensors The deeper implication: For decades, we’ve built vision systems by bolting cameras, processors, and memory together like separate organs. This chip collapses those functions into one biological-style unit. It’s a step toward machines that don’t just “see” but actually perceive and remember in a more efficient, brain-like way. If scaled successfully, it could become a foundational component for autonomous systems that need to operate intelligently with minimal power and minimal delay. We’re moving from cameras that take pictures to chips that truly see. How do you think neuromorphic vision chips like this will change what’s possible for self-driving cars and autonomous robots? Follow for more frontier neuromorphic computing, AI hardware, and brain-inspired technology.

TheNewPhysics

23,196 次观看 • 2 个月前

SMRT x NVIDIA🤝 We are excited to announce we have been enrolled into the NVIDIA Developer program! Included in this prestigious program is access to advanced tools and SDKs, training resources, early access programs and unlimited use of NVIDIA On-Demand Services. Additionally, the SmartMoney team will be attending the NVIDIA GTC AI Conference, networking with the top brains in AI development who will be in attendance, including Jensen Huang CEO of NVIDIA and Brad Lightcap COO of OpenAI . As a nascent AI Blockchain project, this partnership will be crucial as we scale and build out our platform and services, given NVIDIA's wealth of resources in the AI industry. Make sure to follow our twitter for more updates as we continue to partner with and learn from the strongest projects and firms in our field.

SMRT x NVIDIA🤝 We are excited to announce we have been enrolled into the NVIDIA Developer program! Included in this prestigious program is access to advanced tools and SDKs, training resources, early access programs and unlimited use of NVIDIA On-Demand Services. Additionally, the SmartMoney team will be attending the NVIDIA GTC AI Conference, networking with the top brains in AI development who will be in attendance, including Jensen Huang CEO of NVIDIA and Brad Lightcap COO of OpenAI . As a nascent AI Blockchain project, this partnership will be crucial as we scale and build out our platform and services, given NVIDIA's wealth of resources in the AI industry. Make sure to follow our twitter for more updates as we continue to partner with and learn from the strongest projects and firms in our field.

SmartMoney

21,233 次观看 • 2 年前

Nvidia just put a $250,000 cloud workload on your desk for $2,999 - and killed your $1,900/month AWS bill in the process You don't rent it, you don't manage it, you don't pay a single cloud bill - you just plug it in and let it eat the workloads you used to wire to AWS every month It looks like a small Mac mini, it's actually a full GB10 Grace Blackwell stack with 128GB of unified memory running models up to 200B parameters It's called DGX Spark, the consumer version of the rack Nvidia ships to OpenAI The reason Nvidia did this is simple Cloud GPU pricing is a tax on every developer building AI right now $1,900/month per seat, billions in margin flowing to AWS, Lambda, and CoreWeave Nvidia just cut themselves in by removing the cloud entirely Their solution is to skip the middleman, ship the rack to your desk, and let you keep every dollar of margin you used to wire to a hyperscaler This is much cheaper, faster, and you own the asset at the end But there is still a question nobody is answering yet, what happens to AWS, GCP, and Lambda when 500,000 developers move their inference back to a $2,999 box on their desk Also, technically you can stack four of these and run a 1.6 trillion parameter model locally for under $12,000 Even a single Spark out-performs the cloud subscription Anthropic engineers were running two years ago bookmark this, it pays back in 60 days 👇

Nvidia just put a $250,000 cloud workload on your desk for $2,999 - and killed your $1,900/month AWS bill in the process You don't rent it, you don't manage it, you don't pay a single cloud bill - you just plug it in and let it eat the workloads you used to wire to AWS every month It looks like a small Mac mini, it's actually a full GB10 Grace Blackwell stack with 128GB of unified memory running models up to 200B parameters It's called DGX Spark, the consumer version of the rack Nvidia ships to OpenAI The reason Nvidia did this is simple Cloud GPU pricing is a tax on every developer building AI right now $1,900/month per seat, billions in margin flowing to AWS, Lambda, and CoreWeave Nvidia just cut themselves in by removing the cloud entirely Their solution is to skip the middleman, ship the rack to your desk, and let you keep every dollar of margin you used to wire to a hyperscaler This is much cheaper, faster, and you own the asset at the end But there is still a question nobody is answering yet, what happens to AWS, GCP, and Lambda when 500,000 developers move their inference back to a $2,999 box on their desk Also, technically you can stack four of these and run a 1.6 trillion parameter model locally for under $12,000 Even a single Spark out-performs the cloud subscription Anthropic engineers were running two years ago bookmark this, it pays back in 60 days 👇

ZEUS⚡️

85,803 次观看 • 3 个月前

Your model crushed the benchmark. Then it couldn’t pick up a cup. That’s the reality nobody talks about. You train in simulation, it falls apart on real hardware. You collect real-world data instead (months of teleop, physical setups, safety protocols) and still can’t scale it. Meanwhile, your model outgrows every available benchmark, and you have no way to know if you’re actually getting better. That costs you iteration speed. Engineering hours. And confidence in every decision about when to ship. This year I’m collaborating with Lightwheel to cover robotics and embodied AI at NVIDIA GTC — Booth 1406, March 16–19, San Jose. Live demos of what happens when the physics ACTUALLY match. Worth a stop. I’ll be there. Saying hello to Steve Xie 👋

Your model crushed the benchmark. Then it couldn’t pick up a cup. That’s the reality nobody talks about. You train in simulation, it falls apart on real hardware. You collect real-world data instead (months of teleop, physical setups, safety protocols) and still can’t scale it. Meanwhile, your model outgrows every available benchmark, and you have no way to know if you’re actually getting better. That costs you iteration speed. Engineering hours. And confidence in every decision about when to ship. This year I’m collaborating with Lightwheel to cover robotics and embodied AI at NVIDIA GTC — Booth 1406, March 16–19, San Jose. Live demos of what happens when the physics ACTUALLY match. Worth a stop. I’ll be there. Saying hello to Steve Xie 👋

Ilir Aliu

10,575 次观看 • 5 个月前

Today, we're excited to announce a partnership with Manta Network (🔱,🔱), the Modular L2 solution that is transforming the landscape of ZK. Nesa is bringing private AI inference to the Manta ecosystem through a specialized collaboration. For the first time, developers on Manta can access Nesa's full library of AI models on-chain, and enjoy lightning fast, end-to-end private AI inference without ever leaving the Manta ecosystem. This means that dapps and protocols can now fuse with AI via smart contract on Manta. This integration is set to redefine the future of decentralized technology with AI. Stay tuned for more updates on how Nesa and Manta Network will be shaping the future of crypto together.

Today, we're excited to announce a partnership with Manta Network (🔱,🔱), the Modular L2 solution that is transforming the landscape of ZK. Nesa is bringing private AI inference to the Manta ecosystem through a specialized collaboration. For the first time, developers on Manta can access Nesa's full library of AI models on-chain, and enjoy lightning fast, end-to-end private AI inference without ever leaving the Manta ecosystem. This means that dapps and protocols can now fuse with AI via smart contract on Manta. This integration is set to redefine the future of decentralized technology with AI. Stay tuned for more updates on how Nesa and Manta Network will be shaping the future of crypto together.

Nesa

35,224 次观看 • 2 年前

90% of "AI developers" just download pre packaged GGUF files from Hugging Face, hit run, and call it a day. The top 10% know how to pull the raw safetensors, run the math, and quantize massive models into Q4_K_M themselves. If you think llama.cpp can only execute models, you’re missing the best part of the open source ecosystem. It’s a high performance optimization suite. Manually stripping 69% of the VRAM footprint off a brand new model architecture is where real infrastructure value is made. If you want to actually master local inference and deploy models like Google’s massive Gemma 4 12B it on consumer NVIDIA hardware using llama.cpp, you need to learn this pipeline. Let's build it. I just took the raw 22.7 GB Gemma 4 baseline and manually compressed it down to a 7.02 GB Q4_K_M GGUF artifact using llama.cpp. That is a 69% reduction in footprint. No quality loss. No VRAM bottlenecks. Just native, hardware accelerated C++ inference running a full 2,50,000 token context window on a dual NVIDIA Tesla T4 setup. Stop melting your VRAM on unoptimized weights and stop relying on other people's pipelines. Own your stack. I mapped this entire architecture from dynamic binary fetching to raw quantization and real time GPU streaming into a single, bulletproof notebook. Notebook link is in the comments below. Bookmark this blueprint for your next deployment and tell me which quantization works best for your workflow and model.

Alok

62,631 次观看 • 1 个月前

Tokenization is quickly becoming one of the most talked-about ideas in crypto. This year we’re aiming much higher. We don’t just want to tokenize miner revenue; we want to bring entire productive ecosystems on-chain. That means tokenizing baskets of assets, real energy infrastructure, AI agents, compute power, data centres, and even the cooling systems that keep high-performance hardware running at scale. All of it connected and interoperable with DeFi. Thats what we have been building throughout. A single on-chain framework that unlocks something genuinely powerful: real ownership, real yield, and real coordination between digital and physical infrastructure. From backend systems and front-end interfaces to smart contracts, AI, physical infrastructure, oracles, and autonomous agents, the stack keeps expanding and compounding. It’s about building the foundation for how value will be owned, deployed, and earned in the next generation of the on-chain economy. Simplified by PinLink.

Tokenization is quickly becoming one of the most talked-about ideas in crypto. This year we’re aiming much higher. We don’t just want to tokenize miner revenue; we want to bring entire productive ecosystems on-chain. That means tokenizing baskets of assets, real energy infrastructure, AI agents, compute power, data centres, and even the cooling systems that keep high-performance hardware running at scale. All of it connected and interoperable with DeFi. Thats what we have been building throughout. A single on-chain framework that unlocks something genuinely powerful: real ownership, real yield, and real coordination between digital and physical infrastructure. From backend systems and front-end interfaces to smart contracts, AI, physical infrastructure, oracles, and autonomous agents, the stack keeps expanding and compounding. It’s about building the foundation for how value will be owned, deployed, and earned in the next generation of the on-chain economy. Simplified by PinLink.

PinLink

14,339 次观看 • 7 个月前

PAYING PER MODEL IS THE DUMBEST THING IN TECH RIGHT NOW i was paying 3x what i needed to for AI inference the grid lets you buy a quality spec instead of a specific model.. it routes every request in real time to the cheapest option that qualifies swap one url and your code keeps working exactly the same openai-compatible, one line to switch, 200M free tokens to start

PAYING PER MODEL IS THE DUMBEST THING IN TECH RIGHT NOW i was paying 3x what i needed to for AI inference the grid lets you buy a quality spec instead of a specific model.. it routes every request in real time to the cheapest option that qualifies swap one url and your code keeps working exactly the same openai-compatible, one line to switch, 200M free tokens to start

Robin Delta

15,729 次观看 • 3 个月前

In flow matching, a coupling determines how noise and data samples are paired during training. The choice of coupling is important because it influences the geometry of trajectories at inference time. The simplest choice is the independent coupling, where noise and data points are paired arbitrarily. This can lead to curved trajectories as the model averages over many conflicting pairings. However, if we use optimal transport on batches of pairs, this leads to fewer ambiguous intersections that the model must resolve, leading to straighter trajectories at inference time.

In flow matching, a coupling determines how noise and data samples are paired during training. The choice of coupling is important because it influences the geometry of trajectories at inference time. The simplest choice is the independent coupling, where noise and data points are paired arbitrarily. This can lead to curved trajectories as the model averages over many conflicting pairings. However, if we use optimal transport on batches of pairs, this leads to fewer ambiguous intersections that the model must resolve, leading to straighter trajectories at inference time.

Alec Helbling

65,484 次观看 • 3 个月前

we sped up distributed inference by up to 5x with decentralized speculative decoding. many don't realize that AI models normally generate text one single word at a time, waiting for the network after every word. speculative decoding changes this by using a "guess & confirm" system, similar to autocomplete. how it's done: 1. draft locally (the guess) instead of waiting for the network, a tiny, fast model on your device guesses the next few words instantly, without waiting for the network. 2. confirm remotely (the check) the massive remote model doesn't generate from scratch; it just checks the draft. it looks at the guesses in a batch and says "yes, yes, no." you get multiple words in the time it usually takes to get one. 3. adaptive logic dsd is smart. if the topic is creative, it lets the draft flow loose. if the topic is math or code, it checks more strictly. it balances speed and precision automatically so your inference almost feel instant. find out more: paper: blog:

we sped up distributed inference by up to 5x with decentralized speculative decoding. many don't realize that AI models normally generate text one single word at a time, waiting for the network after every word. speculative decoding changes this by using a "guess & confirm" system, similar to autocomplete. how it's done: 1. draft locally (the guess) instead of waiting for the network, a tiny, fast model on your device guesses the next few words instantly, without waiting for the network. 2. confirm remotely (the check) the massive remote model doesn't generate from scratch; it just checks the draft. it looks at the guesses in a batch and says "yes, yes, no." you get multiple words in the time it usually takes to get one. 3. adaptive logic dsd is smart. if the topic is creative, it lets the draft flow loose. if the topic is math or code, it checks more strictly. it balances speed and precision automatically so your inference almost feel instant. find out more: paper: blog:

Parallax

45,584 次观看 • 7 个月前