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Introducing EVO Router - a smart router that continuously optimizes and hill-climbs on your AI inference workloads. It learns from your code, prompts, production traffic, use cases, and SLAs, then searches for the best setup for every workload. That can mean more than choosing just a single model or...

12,633 views • 3 days ago •via X (Twitter)

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Today we announced our new Fairwater datacenter in Atlanta, connected with our first Fairwater site in Wisconsin and our broader Azure footprint to create the world’s first AI superfactory. Fairwater exemplifies our vision for a fungible fleet: infra that can serve any workload, anywhere, on fit-for-purpose accelerators and network paths, with maximum performance and efficiency. AI workloads have evolved beyond large-scale pre-training. Today, they encompass fine-tuning, reinforcement learning (RL), synthetic data generation, evaluation pipelines, and more. Fairwater is built to support this full lifecycle: Max density: Fairwater’s two-story design and liquid cooling system lets us place racks in three dimensions and pack them with GPUs as densely as possible, minimizing cable runs and improving latency and effective bandwidth. Fleet: Each Fairwater DC can integrate hundreds of thousands of the latest NVIDIA GPUs into a single coherent cluster. This provides flexible infra that can support the full spectrum of workloads, and ensure no GPU is left unnecessarily idle. And that’s on top of the more than 100,000 GB300s coming online this quarter alone for inference across the rest of our fleet. For us, it’s all about turning every gigawatt into the maximum number of useful tokens. Not every GW is created equal! Planet-scale: Every Fairwater DC will connect through our continent-spanning AI WAN to prior generations of AI supercomputers, forming a truly fungible pool of compute. This enables developers to scale beyond the capacity of a single site and dynamically land workloads on the right infra for their needs. Together, these innovations let us bring together different generations of silicon and AI systems across DCs and geos into a single elastic system that scales seamlessly across training and inference workloads And this elastic AI capacity is all available alongside all the other cloud services (compute, storage, databases, app services) that AI agents and workloads need. This is what we mean when we talk about building a fungible fleet – a single, unified platform that pushes the limits of performance per watt and per dollar. Read more:

Satya Nadella

907,893 views • 8 months ago

Chamath is making one of the most important business arguments of 2026. Half of large US companies right now cannot generate returns that exceed their cost of capital, which has normalized back to its long run average of 8 to 11%. Another one in seven companies globally is stuck generating persistent returns between 1 and 5% and most businesses don't have room for error and in this environment walks every frontier AI lab saying the same thing, give us your data, your workflows, your processes and our model will make everything better. And companies by the millions said yes. What they didn't fully account for is what happens on the other side of that door. Every time an employee runs a query through a frontier model API, the prompt goes through external servers, workflows, customer data, pricing logic, internal processes, all of it transmitted through a third party. As Alex Karp said companies are spending on tokens while handing over the exact proprietary advantages that make their business worth owning. Microsoft blocked internal use of Anthropic's Claude Fable 5 but over its 30-day data retention policy and the largest software company in the world decided a frontier model's data handling was too risky for its own employees. A US government action revoked access to another frontier model for foreign nationals overnight. Now here's where the cost math becomes impossible to ignore. Deutsche Bank calculated a roughly 65x cost gap between frontier models like Claude Fable 5 at ~$3.25 per task and open-source alternatives at ~$0.05. For 90% of everyday enterprise tasks, performance is comparable. Open-weight models now match closed frontier systems on core agent tasks at roughly one-tenth the cost, a high-volume deployment that costs $250/day on Claude runs at $12/day on an open-source equivalent. Chamath Palihapitiya tested this directly by running a standard enterprise code migration task through an orchestration layer wrapping an open-source model came in 16.4x cheaper than using a frontier model directly.

Milk Road AI

280,929 views • 1 month ago

Mark Zuckerberg is explaining one of the most misunderstood dynamics in AI and it has direct investment implications (Save this). The concept he's describing is model distillation, and it's one of the most important techniques to emerge in AI over the past year. Here's how it works. You train a massive, enormously expensive model, in Meta's case, Llama 4 Behemoth, a 2 trillion parameter teacher model and then you use that model to teach a much smaller, cheaper model. The smaller model inherits roughly 90 to 95% of the intelligence of the giant while running at 10% of the cost and on a fraction of the compute. Meta already did this with the Llama 4 family and Behemoth serves as the teacher. Llama 4 Scout and Maverick, the publicly released open-source models were distilled from it. Scout runs on a single H100 GPU with a 10 million token context window and outperforms models that cost far more to operate. Maverick, at 17 billion active parameters, rivals DeepSeek V3 in coding at half the parameter count and beats GPT-4o on multimodal benchmarks. Both are completely free for commercial use. What Zuckerberg is pointing at is a structural shift in how AI gets deployed in the real world. Companies aren't taking a frontier model off the shelf and running it as-is but rather taking open-source models, fine-tuning them on their own proprietary data, distilling them into even smaller custom models tailored to their specific use case, and running them on infrastructure they control at a fraction of the cost of a closed frontier API. The investment implication of this is significant and runs in two directions. For Meta specifically, this is a strategic masterstroke. Every company that builds on Llama, fine-tunes it, distills it, or deploys it through their infrastructure is pulling into Meta's orbit while Meta builds the most powerful open teacher model. The ecosystem of companies using it grows and that ecosystem generates commercial activity across Meta's platforms and data services. Meta's AI research benefits from billions of real world deployment signals and it's a flywheel that closed model providers cannot replicate because their strategy requires charging per token, which is now a 65x cost disadvantage against the open-source alternative. For the broader market, distillation changes the economics of inference in a way that has barely been priced in. As intelligence becomes extractable into smaller and cheaper models, the absolute demand for compute doesn't decline but rather it explodes, because now the number of applications that are economically viable expands by orders of magnitude. Every task that was previously too expensive to automate at $3.25 per call becomes viable at $0.05 that means more total token usage, more total GPU utilization, and more demand for the infrastructure companies, the Nebiuses, the GE Vernovas, the Constellation Energies that supply the underlying compute and power.

Milk Road AI

27,908 views • 1 month ago

🚀Exciting News: The Lit Agent Wallet is Now an elizaOS Plugin! 🚀 We’re thrilled to share that the Lit Agent Wallet—a decentralized system that empowers agents with a private key stored securely across an MPC + TEE network (Lit)—is now available as a plugin for ElizaOS!🎉 This integration brings unparalleled flexibility and security to your decentralized workflows. Whether you're an EOA, a smart account, or a DAO, you can now set tools and policies on-chain that your agents can use, all while ensuring your private keys remain secure and decentralized. 🔒 What Does This Mean for You? >Enhanced Security: Private keys are fragmented and stored across the Lit network, leveraging MPC (Multi-Party Computation) and TEE (Trusted Execution Environment) for maximum security. >On-Chain Control: Set and manage tools, policies, and permissions directly on-chain, giving users and DAOs full control over what your agents can do. >Seamless Integration: As an ElizaOS plugin, the Lit Agent Wallet is now easier than ever to integrate into your existing workflows. Check out the video for a walk through of the setup, configuration, and use cases of the Lit Agent Wallet within ElizaOS. We’ll show you just how easy it is to get started and unlock the full potential of decentralized agents. Get Started Today! Ready to take your agent operations to the next level? Install the Lit Agent Wallet plugin on ElizaOS and experience the future of secure, on-chain agent asset management. 🔗 🔗 Let’s build a more intelligent and decentralized future together! 🌐

Lit Protocol 🔑

41,989 views • 1 year ago