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Introducing HyperTune V2! New Features Include: - Partnership with AMD & Intel - Automatic Overclocking (CPU & GPU) - Game Profiles (CS2, Valorant, Rust, and more!) - Network Optimizations - RAM Optimizations

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HYPERTUNE

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118,933 görüntüleme • 4 ay önce •via X (Twitter)

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Introducing our new gaming PC test bench where we test out the latest hardware here at Newegg! The bench currently features an NVIDIA GeForce RTX 5080 GPU, AMD Ryzen 9800X3D CPU, ASUS Proart motherboard and 32gigs of RAM. Check out all the top PC gaming hardware at Newegg! #newegg #PC #pcgaming #tech
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Introducing our new gaming PC test bench where we test out the latest hardware here at Newegg! The bench currently features an NVIDIA GeForce RTX 5080 GPU, AMD Ryzen 9800X3D CPU, ASUS Proart motherboard and 32gigs of RAM. Check out all the top PC gaming hardware at Newegg! #newegg #PC #pcgaming #tech

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Our most portable Blade is now more powerful than ever. Upgraded with an AMD Ryzen 9 7940HS CPU, NVIDIA GeForce RTX 40-Series Graphics, & expandable RAM, the new Razer Blade 14 delivers incredible gaming performance in a compact form factor. Buy now:

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Introducing the world’s first AI boss built with NVIDIA ACE. MIR5 from Wemade Next features an AI Boss who utilizes an AI response system to analyze the player and recall past battles, creating a unique & challenging new battle every time⚔️ Learn More:
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There are 3 new changes for FSD v14.1 Lite (HW3) cars with Intel CPUs for the Summer Update (2026.26.6.5): 3 New Features: Automatic Navigation (new toggle in Navigation menu) -Automatically route to Home, Work, next calendar event or predicted destination Visualization Camera Zoom (new dropdown menu in Self-Driving menu) -Set the zoom to 0.5x, 1x, or 2x. Or you can pinch to zoom to custom. Previously it would snap back to 1x after about 1 second. Now it stays. Set arrival energy: -Configurable through the Tesla app with this update. Go to ‘Location’ menu and then set a destination and you will see it there. Mistake: Caraoke (scoring?) -A new update (blue circle notification) icon showed on top of the Caraoke icon, however, I couldn’t get it to score my singing. It appears that this is a bug for this release as it specifically relates to Intel cars. The Caraoke update only applies to AMD vehicles. Features not included with Intel CPU: -Grok is not there -New microphone and camera support in web browser is not there -new animation when you enter your car is not there
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There are 3 new changes for FSD v14.1 Lite (HW3) cars with Intel CPUs for the Summer Update (2026.26.6.5): 3 New Features: Automatic Navigation (new toggle in Navigation menu) -Automatically route to Home, Work, next calendar event or predicted destination Visualization Camera Zoom (new dropdown menu in Self-Driving menu) -Set the zoom to 0.5x, 1x, or 2x. Or you can pinch to zoom to custom. Previously it would snap back to 1x after about 1 second. Now it stays. Set arrival energy: -Configurable through the Tesla app with this update. Go to ‘Location’ menu and then set a destination and you will see it there. Mistake: Caraoke (scoring?) -A new update (blue circle notification) icon showed on top of the Caraoke icon, however, I couldn’t get it to score my singing. It appears that this is a bug for this release as it specifically relates to Intel cars. The Caraoke update only applies to AMD vehicles. Features not included with Intel CPU: -Grok is not there -New microphone and camera support in web browser is not there -new animation when you enter your car is not there

TechGeek Tesla 🔋⚡️

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My stream has crashed every stream Ive done for the last year and a half. I dont know what to do and im about to quit. I have a job- just my hobby is being destroyed ): Here are more videos. Please help. -started with OBS and now a bit less crashes in SLOBS - Nothing in the logs / event viewer says anything is wrong. - Ive reseated my ram. - All gamebar/overlays are off. - no overheating (CPU 38°, Mobo 42°, GPU 53°) -6 month old thermal paste -3 month old bios - all updated firmware on everything/storage/mobo/ram - power hub USB - no plugins - HAGS off - nvidia audio devices off - max game fps set to 60 /playing at low quality - NO overclocking - meld wont work - anker surge protector+2 outlets I cant play games on my powerhouse of a PC, only Playstation is working to avoid lags. Still crashes though. Specs below

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Introducing the future of Prism and GameGPT. For the next 3 days, we’ll share an updated view on our product vision for 2024. With so much insider info coming, you won’t want to miss it! Let’s get started: To start, as you can see in the video, we’ve been hard at work quietly building the Prism Flywheel. The drops won’t stop this year with so much in progress: - New site (check out at for new links) - New Challenge Integrations (Valorant / CS2 are next) - New weekly drops in the Arcade - First co-developed partnership game launching VERY soon - Web3 game studios integrating their games into our Arcade - Genesis NFT Mint - Genesis NFT Cinematic - The Much Awaited GameGPT Product Demo - GameGPT Closed Alpha - GameGPT Creator’s Program season 0 - Prism Mobile App - New Blockchain integrations - And MUCH MORE We hope you’re ready for a jam-packed 2024. Look for our post tomorrow as we drop more info including an updated roadmap (with dates) for all of the events listed above.

GameGPT

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$AMD $MSFT Partnership is MASSIVE in 2026 🚀 If you were excited about my thread on $AMD $AMZN AWS long time partnership, you will be even more excited about what Microsoft gonna do with 2026 AMD EPYC "Venice". Historical Context: The relationship between AMD and Microsoft began in the early 2000s, with Microsoft initially focusing on Intel's x86 architecture for its Windows operating system and server products. However, AMD's entry into the server market with its Opteron processors in 2003 marked the beginning of a competitive dynamic that eventually led to collaboration. The partnership intensified with the launch of 3rd Generation EPYC "Milan" in 2021, powering Azure's N2D and C2D VM families. By 2025, Microsoft had integrated 5th Generation EPYC "Turin" into new compute-optimized instances, reflecting a strategic shift towards AMD for cost and performance benefits. This "Secret Weapon" breakthrough will mark another inflection point for AMD Microsoft Azure relationship, will probably be more aggressive than EPYC "Milan" moment in 2021. We can call it EPYC "Venice" moment 2026" 1. Technical performance of AMD EPYC "Venice" (2026) AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for Microsoft Azure , enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. ~Up to 256 Zen 6 cores, a 70% performance increase over "Turin," optimized for AI and HPC. ~Memory and Bandwidth: 1.6 TB/s per socket, doubling "Turin's" capability, with support for MR-DIMM/MCR-DIMM. ~Efficiency: 1,500-1,700W power draw, a 50% reduction, aligning with Microsoft's sustainability initiatives. ~Interconnect: PCIe 6.0 and a new chiplet fabric for rack-scale AI, reducing latency and enhancing scalability. 2. Why $MSFT will adopt $AMD YPYC Share to 50%+ in 2026. AMD EPYC Share: ~30-35% of Azure's x86 CPU-based business while Intel Xeon share is 65% Microsoft's Azure has been progressively integrating AMD EPYC, with "Venice" expected to expand this footprint: A. Dominance of AI Inference Workloads ~AI inference constitutes 80% of AI workloads in cloud environments, with latency-sensitive applications like chatbots, recommendation engines, and fraud detection requiring sub-second response times. ~"Venice's" 35x inference performance uplift directly addresses these requirements, outperforming Intel's offerings and custom Arm solutions in multi-threaded scenarios. B. Cost Efficiency and Operational Savings ~Azure's 2025 capex of $118B is under pressure to deliver returns. "Venice" can reduce operational expenses by $20-30B annually due to its power efficiency and performance gains, improving Azure's margins to 35-40%. ~The cost per inference operation is significantly lower with "Venice," estimated at 24-31% less than Intel-based alternatives, enhancing Azure's competitiveness against AWS and GCP. C. Scalability for Enterprise AI: ~"Venice" supports rack-scale AI deployments, enabling Azure to scale AI services for enterprise customers. For example, a 1,000-node cluster can process 700,000+ tokens per second, crucial for large-scale AI applications like personalized marketing and predictive analytics. ~This scalability is particularly important as Azure aims to capture the $100B+ AI opportunity by 2026, as stated by Microsoft CEO Satya Nadella. D. Reduction of Nvidia Dependency ~While Nvidia ( $NVDA) dominates AI accelerators, AMD's integrated EPYC-GPU solutions (MI450 with "Venice") offer a balanced approach, reducing Azure's reliance on Nvidia's high-cost GPUs. ~"Venice" enables hybrid inference models, where CPU-based inference handles 80% of workloads, and GPU acceleration is reserved for training and complex tasks, optimizing resource allocation. 3. Financial Implication: ~Revenue from Azure could reach $15-18B annually by 2026, part of a total revenue projection of $70-100B ~Profit margins could improve to 55-60%, boosting net income to $20-25B, supported by scale economies and reduced production costs. Intel could respond by giving more aggressive discounts, but this breakthrough has been a decade long of $AMD R&D, or rethinking chiplet design, a complete new approach. "Venice's" lead in AI inference and efficiency is challenging to match. Broader Industry: Other hyperscalers ( Amazon Web Services , GCP) and enterprises will follow Azure's lead, standardizing EPYC technology and pressuring Intel further. This could lead to a broader industry shift towards AMD, enhancing its ecosystem and bargaining power. Conclusion: The strategic adoption of AMD's 6th Generation EPYC "Venice" processors by Microsoft Azure in 2026 marks a pivotal moment in the evolution of cloud computing, particularly for AI inference capabilities. "Venice's" groundbreaking chiplet design, offering a 35x performance uplift for AI inference tasks, a 50% reduction in power consumption, and unparalleled scalability, positions Azure to leapfrog its competitors in the race for AI dominance. This technical superiority, combined with significant cost savings potentially $20-30B annually in operational expenses; aligns perfectly with Microsoft's ambitions to capture the $100B+ Revenue AI opportunity by 2026. The shift to 50% x86 market share for AMD within Azure is not merely a technical transition but a strategic realignment that redefines the competitive landscape. Historically, Microsoft's partnership with AMD has evolved from niche deployments to a core component of Azure's infrastructure, and "Venice" accelerates this trend. The 30-35% AMD EPYC share in 2025 is expected to double, driven by new VM families like C4D and H4D, which will dominate AI-intensive and HPC workloads. This migration is incentivized by "Venice's" efficiency gains, reducing dependency on Intel and Nvidia, and enhancing Azure's sustainability profile. Not Financial Advice!
7:18

$AMD $MSFT Partnership is MASSIVE in 2026 🚀 If you were excited about my thread on $AMD $AMZN AWS long time partnership, you will be even more excited about what Microsoft gonna do with 2026 AMD EPYC "Venice". Historical Context: The relationship between AMD and Microsoft began in the early 2000s, with Microsoft initially focusing on Intel's x86 architecture for its Windows operating system and server products. However, AMD's entry into the server market with its Opteron processors in 2003 marked the beginning of a competitive dynamic that eventually led to collaboration. The partnership intensified with the launch of 3rd Generation EPYC "Milan" in 2021, powering Azure's N2D and C2D VM families. By 2025, Microsoft had integrated 5th Generation EPYC "Turin" into new compute-optimized instances, reflecting a strategic shift towards AMD for cost and performance benefits. This "Secret Weapon" breakthrough will mark another inflection point for AMD Microsoft Azure relationship, will probably be more aggressive than EPYC "Milan" moment in 2021. We can call it EPYC "Venice" moment 2026" 1. Technical performance of AMD EPYC "Venice" (2026) AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for Microsoft Azure , enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. ~Up to 256 Zen 6 cores, a 70% performance increase over "Turin," optimized for AI and HPC. ~Memory and Bandwidth: 1.6 TB/s per socket, doubling "Turin's" capability, with support for MR-DIMM/MCR-DIMM. ~Efficiency: 1,500-1,700W power draw, a 50% reduction, aligning with Microsoft's sustainability initiatives. ~Interconnect: PCIe 6.0 and a new chiplet fabric for rack-scale AI, reducing latency and enhancing scalability. 2. Why $MSFT will adopt $AMD YPYC Share to 50%+ in 2026. AMD EPYC Share: ~30-35% of Azure's x86 CPU-based business while Intel Xeon share is 65% Microsoft's Azure has been progressively integrating AMD EPYC, with "Venice" expected to expand this footprint: A. Dominance of AI Inference Workloads ~AI inference constitutes 80% of AI workloads in cloud environments, with latency-sensitive applications like chatbots, recommendation engines, and fraud detection requiring sub-second response times. ~"Venice's" 35x inference performance uplift directly addresses these requirements, outperforming Intel's offerings and custom Arm solutions in multi-threaded scenarios. B. Cost Efficiency and Operational Savings ~Azure's 2025 capex of $118B is under pressure to deliver returns. "Venice" can reduce operational expenses by $20-30B annually due to its power efficiency and performance gains, improving Azure's margins to 35-40%. ~The cost per inference operation is significantly lower with "Venice," estimated at 24-31% less than Intel-based alternatives, enhancing Azure's competitiveness against AWS and GCP. C. Scalability for Enterprise AI: ~"Venice" supports rack-scale AI deployments, enabling Azure to scale AI services for enterprise customers. For example, a 1,000-node cluster can process 700,000+ tokens per second, crucial for large-scale AI applications like personalized marketing and predictive analytics. ~This scalability is particularly important as Azure aims to capture the $100B+ AI opportunity by 2026, as stated by Microsoft CEO Satya Nadella. D. Reduction of Nvidia Dependency ~While Nvidia ( $NVDA) dominates AI accelerators, AMD's integrated EPYC-GPU solutions (MI450 with "Venice") offer a balanced approach, reducing Azure's reliance on Nvidia's high-cost GPUs. ~"Venice" enables hybrid inference models, where CPU-based inference handles 80% of workloads, and GPU acceleration is reserved for training and complex tasks, optimizing resource allocation. 3. Financial Implication: ~Revenue from Azure could reach $15-18B annually by 2026, part of a total revenue projection of $70-100B ~Profit margins could improve to 55-60%, boosting net income to $20-25B, supported by scale economies and reduced production costs. Intel could respond by giving more aggressive discounts, but this breakthrough has been a decade long of $AMD R&D, or rethinking chiplet design, a complete new approach. "Venice's" lead in AI inference and efficiency is challenging to match. Broader Industry: Other hyperscalers ( Amazon Web Services , GCP) and enterprises will follow Azure's lead, standardizing EPYC technology and pressuring Intel further. This could lead to a broader industry shift towards AMD, enhancing its ecosystem and bargaining power. Conclusion: The strategic adoption of AMD's 6th Generation EPYC "Venice" processors by Microsoft Azure in 2026 marks a pivotal moment in the evolution of cloud computing, particularly for AI inference capabilities. "Venice's" groundbreaking chiplet design, offering a 35x performance uplift for AI inference tasks, a 50% reduction in power consumption, and unparalleled scalability, positions Azure to leapfrog its competitors in the race for AI dominance. This technical superiority, combined with significant cost savings potentially $20-30B annually in operational expenses; aligns perfectly with Microsoft's ambitions to capture the $100B+ Revenue AI opportunity by 2026. The shift to 50% x86 market share for AMD within Azure is not merely a technical transition but a strategic realignment that redefines the competitive landscape. Historically, Microsoft's partnership with AMD has evolved from niche deployments to a core component of Azure's infrastructure, and "Venice" accelerates this trend. The 30-35% AMD EPYC share in 2025 is expected to double, driven by new VM families like C4D and H4D, which will dominate AI-intensive and HPC workloads. This migration is incentivized by "Venice's" efficiency gains, reducing dependency on Intel and Nvidia, and enhancing Azure's sustainability profile. Not Financial Advice!

Mike

141,018 görüntüleme • 11 ay önce

Journey with us toward the #Valhalla Mainnet launch in Q1 2025, as we continue enhancing the Valhalla game experience. Our latest release, Patch 0.29.0, introduced an array of exciting features and optimizations. Check out the video below to see this new patch in action! 👇 --- Some of the most important updates: Floki Tiers Introducing a groundbreaking system that boosts rewards for battles, shopping, and more. Currently, all players are set to the same tier in Testnet. Loot Chests Earn rewards in battles! Collect chests of varying rarities and open them at The Blacksmith. For now, chests grant Runix, but bigger prizes are coming soon. B’s Shop Returns The Shopkeeper is back with new items and a Shop Reputation System. Trade regularly to earn better discounts and sell values, but don’t let your streak decay! Pause Menu & Account Page: A sleek new pause menu connects to an account page for managing your BNB balance—perfect for preparing for the Mainnet launch. AI Improvements in Vera Encounters Veras now hit back with their abilities, adding an extra layer of challenge to battles. Full patch notes can be found here: Jump in and play now at:
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Journey with us toward the #Valhalla Mainnet launch in Q1 2025, as we continue enhancing the Valhalla game experience. Our latest release, Patch 0.29.0, introduced an array of exciting features and optimizations. Check out the video below to see this new patch in action! 👇 --- Some of the most important updates: Floki Tiers Introducing a groundbreaking system that boosts rewards for battles, shopping, and more. Currently, all players are set to the same tier in Testnet. Loot Chests Earn rewards in battles! Collect chests of varying rarities and open them at The Blacksmith. For now, chests grant Runix, but bigger prizes are coming soon. B’s Shop Returns The Shopkeeper is back with new items and a Shop Reputation System. Trade regularly to earn better discounts and sell values, but don’t let your streak decay! Pause Menu & Account Page: A sleek new pause menu connects to an account page for managing your BNB balance—perfect for preparing for the Mainnet launch. AI Improvements in Vera Encounters Veras now hit back with their abilities, adding an extra layer of challenge to battles. Full patch notes can be found here: Jump in and play now at:

FLOKI

40,347 görüntüleme • 1 yıl önce

🌟 Another Epic Sneak Peek: OptimAI Core Node’s Edge AI Computing Power! We’re excited to continue unveiling the upcoming OptimAI Core Node features! This time, we’re introducing Edge AI Computing, a game-changing feature that will make your devices even more powerful in contributing to the OptimAI Network. 🔥 What is Edge AI Computing? With the OptimAI Core Node, your device’s idle computing resources (CPU/GPU) and storage will be put to work, powering critical AI computing tasks, including: 🔸Edge Inference: Running real-time AI predictions directly on your device without sending data to centralized servers. 🔸Hot LLM Models: Accelerating large language models for high-speed NLP tasks. 🔸Generative AI Models and More: Contributing to the training and inference of cutting-edge generative AI, like text-to-image models, deep learning, and more. More Contributions, Bigger Rewards Await! This Edge AI Computing feature allows us to leverage the full potential of decentralized computing power, reducing latency, increasing efficiency, and making AI more accessible. The more you contribute, the bigger the rewards!🔥 Stay in the Loop—Start Today with OptimAI Lite Node! While the OptimAI Core Node is still in the works, you don’t have to wait to join the action. The more you contribute, the greater the rewards! Let’s build a stronger, smarter, and more decentralized AI network together. Stay tuned for more exciting updates! 🔸Extension Node: 🔸Telegram Node: 🔸Register at: #DePIN
0:30

🌟 Another Epic Sneak Peek: OptimAI Core Node’s Edge AI Computing Power! We’re excited to continue unveiling the upcoming OptimAI Core Node features! This time, we’re introducing Edge AI Computing, a game-changing feature that will make your devices even more powerful in contributing to the OptimAI Network. 🔥 What is Edge AI Computing? With the OptimAI Core Node, your device’s idle computing resources (CPU/GPU) and storage will be put to work, powering critical AI computing tasks, including: 🔸Edge Inference: Running real-time AI predictions directly on your device without sending data to centralized servers. 🔸Hot LLM Models: Accelerating large language models for high-speed NLP tasks. 🔸Generative AI Models and More: Contributing to the training and inference of cutting-edge generative AI, like text-to-image models, deep learning, and more. More Contributions, Bigger Rewards Await! This Edge AI Computing feature allows us to leverage the full potential of decentralized computing power, reducing latency, increasing efficiency, and making AI more accessible. The more you contribute, the bigger the rewards!🔥 Stay in the Loop—Start Today with OptimAI Lite Node! While the OptimAI Core Node is still in the works, you don’t have to wait to join the action. The more you contribute, the greater the rewards! Let’s build a stronger, smarter, and more decentralized AI network together. Stay tuned for more exciting updates! 🔸Extension Node: 🔸Telegram Node: 🔸Register at: #DePIN

OptimAI Network

44,382 görüntüleme • 1 yıl önce

$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026
2:49

$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026

Mike

44,460 görüntüleme • 6 ay önce

XDC Pulse | September 2025 Edition A landmark month for the XDC Network, where interoperability, liquidity, and global adoption came together to define the next phase of blockchain evolution. From Circle 's USDC and CCTP V2 going live on XDC, to Chainlink CCIP Tracker integration, and major exchange listings on Kraken and etoro , September was a month that set new benchmarks for trust, accessibility, and institutional growth. Highlights include: - Native USDC integration enabling seamless, low-cost digital dollar settlements - Chainlink CCIP connecting XDC to 15+ blockchain networks - Major exchange listings on Kraken and eToro - Orochi Network’s zkDA partnership is reducing data costs for tokenization - XVC's $1M investment in Kasu - Global presence across Boston, Seoul, Zurich, Riyadh, Australia and beyond As we head into October, the momentum continues — with TOKEN2049 Singapore, the Euronext Bell Ceremony, GITEX GLOBAL in Dubai, and more global milestones ahead.
8:56

XDC Pulse | September 2025 Edition A landmark month for the XDC Network, where interoperability, liquidity, and global adoption came together to define the next phase of blockchain evolution. From Circle 's USDC and CCTP V2 going live on XDC, to Chainlink CCIP Tracker integration, and major exchange listings on Kraken and etoro , September was a month that set new benchmarks for trust, accessibility, and institutional growth. Highlights include: - Native USDC integration enabling seamless, low-cost digital dollar settlements - Chainlink CCIP connecting XDC to 15+ blockchain networks - Major exchange listings on Kraken and eToro - Orochi Network’s zkDA partnership is reducing data costs for tokenization - XVC's $1M investment in Kasu - Global presence across Boston, Seoul, Zurich, Riyadh, Australia and beyond As we head into October, the momentum continues — with TOKEN2049 Singapore, the Euronext Bell Ceremony, GITEX GLOBAL in Dubai, and more global milestones ahead.

XDC Network

162,870 görüntüleme • 11 ay önce

I really don't post wins much on this app 🤣🤣 it feels good being low-key. Although, let's doxx this one!. Most of the time, I win big, I reinvest, win again, reinvest. I barely spend on myself much, mostly spend my money helping people, or supporting the needy. It's time for me 😌. Hey NVIDIA GeForce Hey ROG Global I Just slapped a Brand new heavy machine in my bag! One of the most powerful laptops of 2025! Emphasis on BRAND NEW! Introducing, the new owner of the ASUS ROG STRIX G16 2025. SPECS: - Intel Core Ultra 9 275HX Processor - 32GB DDR5 RAM - Nvidia GeForce RTX™ 5080 Dedicated GPU with a massive 16GB DDR7 VRAM - 3TB PCIe 4.0 SSD NVME storage - 24 Cores CPU (16 E-cores + 8 P-cores) - Base Frequency 2.70GHz - Max Turbo Frequency 5.40GHz 6 Million Naira well spent on this bad boy. Now, let's lock-in again and run it up back turbo! I need my $U bag soon enough 🤭. Pitch me on to node running, and prover projects, I'm fully locked in.
0:21

I really don't post wins much on this app 🤣🤣 it feels good being low-key. Although, let's doxx this one!. Most of the time, I win big, I reinvest, win again, reinvest. I barely spend on myself much, mostly spend my money helping people, or supporting the needy. It's time for me 😌. Hey NVIDIA GeForce Hey ROG Global I Just slapped a Brand new heavy machine in my bag! One of the most powerful laptops of 2025! Emphasis on BRAND NEW! Introducing, the new owner of the ASUS ROG STRIX G16 2025. SPECS: - Intel Core Ultra 9 275HX Processor - 32GB DDR5 RAM - Nvidia GeForce RTX™ 5080 Dedicated GPU with a massive 16GB DDR7 VRAM - 3TB PCIe 4.0 SSD NVME storage - 24 Cores CPU (16 E-cores + 8 P-cores) - Base Frequency 2.70GHz - Max Turbo Frequency 5.40GHz 6 Million Naira well spent on this bad boy. Now, let's lock-in again and run it up back turbo! I need my $U bag soon enough 🤭. Pitch me on to node running, and prover projects, I'm fully locked in.

🐐𝙲𝚛𝚢𝚙𝚝𝚘𝙳𝚛𝚊𝚐𝚘𝚗「🦑」

19,684 görüntüleme • 1 yıl önce

At its core, iAgent utilizes Protocol Nodes to support and maintain the ecosystem's functionality. This collection of publicly maintained nodes help: ❒ secure the network ❒ determine rewards for GPU workers ❒ earn rewards for their contributions to the network iAgent has 2 types of protocol nodes: 🔘Genesis Nodes 🔘Public Nodes With a 5000-supply, Genesis Nodes are engineered to yield x3 $AGNT tokens generation compared to Public Nodes (which will come at a later date). As a token of gratitude, Genesis Nodes also receive TGE: 2% AGNT tokens from reward pool. Other Genesis Node Utilities & USPs include: Participation and Governance: Genesis node operators have the chance to engage more deeply in decision-making processes through iAgent's governance model. Exclusive Access: Operators of Genesis nodes may receive early access to test new features and products within the iAgent ecosystem. Reward Structure: Nodes earn $AGNT tokens, and Genesis nodes do so at an accelerated rate due to their higher token generation multiplier. Rewards are calculated dynamically, with consideration given to node performance and network contribution. Technical and Community Support: Genesis node operators are expected to receive dedicated support from the iAgent team, ensuring optimal performance and uptime. Requirements to run an iAgent Node: Dual Core, and 8GB RAM, are all that is needed for lightweight processing. Anyone with Genesis/Public Node NFTs can run it. But how do you get yourself one? Hop in the discord to know more:
2:15

At its core, iAgent utilizes Protocol Nodes to support and maintain the ecosystem's functionality. This collection of publicly maintained nodes help: ❒ secure the network ❒ determine rewards for GPU workers ❒ earn rewards for their contributions to the network iAgent has 2 types of protocol nodes: 🔘Genesis Nodes 🔘Public Nodes With a 5000-supply, Genesis Nodes are engineered to yield x3 $AGNT tokens generation compared to Public Nodes (which will come at a later date). As a token of gratitude, Genesis Nodes also receive TGE: 2% AGNT tokens from reward pool. Other Genesis Node Utilities & USPs include: Participation and Governance: Genesis node operators have the chance to engage more deeply in decision-making processes through iAgent's governance model. Exclusive Access: Operators of Genesis nodes may receive early access to test new features and products within the iAgent ecosystem. Reward Structure: Nodes earn $AGNT tokens, and Genesis nodes do so at an accelerated rate due to their higher token generation multiplier. Rewards are calculated dynamically, with consideration given to node performance and network contribution. Technical and Community Support: Genesis node operators are expected to receive dedicated support from the iAgent team, ensuring optimal performance and uptime. Requirements to run an iAgent Node: Dual Core, and 8GB RAM, are all that is needed for lightweight processing. Anyone with Genesis/Public Node NFTs can run it. But how do you get yourself one? Hop in the discord to know more:

iAgent

21,284 görüntüleme • 2 yıl önce

$AMD $AMZN partnership will 🚀 in 2026 🔥 Amazon/AMD partnership is hidden among hot headlines from OpenAI $NVDA $ORCL... TLDR: Amazon refused to bid up the overpriced $NVDA chips among other hyperscalers, and decided to work closely with $AMD. Amazon is expected to spend up to $10-$20B a year on 2026 EPYC breakthrough Gen and Future Gen. Dr. Su confirmed "we have plenty for other large customers". For its 2026 EPYC "Venice" processors, AMD is using a multi-node manufacturing strategy: the CPU core complex dies (CCDs) are built on TSMC's 2 nm-class node (N2), while the I/O die (IOD) uses the N3P (3 nm) process. Context: Andy Jassy Amazon Web Services has been working with AMD on EPYC processors since November 2018. With this "secret weapon" breakthrough(patented), this long time partnership has expanded to New breakthrough 2026 EPYC Gen. AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for AWS, enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. AMD to benefit AWS's $100B+ AI opportunity along with $ORCL $MSFT $GOOGL $META Saudi, UAE ,38+ countries and startups. In early October, Amazon/AWS announced the new EC2 M8a instances as their latest-generation, general-purpose compute instances now powered by AMD EPYC 9005 "Turin" processors. Amazon announced the M8a as having up to 30% higher performance and up to 19% better price performance over M7a. With my testing of both at 32 vCPUs, the new AMD EPYC Turin instance provided 1.59x the performance over the prior-generation EPYC Genoa instance! How will this impact AWS AI Inference? ~Cost Efficiency: Inference is 80%+ of AI workloads and latency-sensitive (e.g., chatbots need <1s responses). "Secret weapon" enables 35x better inference perf (per AMD's CDNA roadmap tie-in), cutting AWS's energy use by 50%+ in clusters. With $118B 2025 capex, this could save $20–$30B annually in OPEX, boosting margins to 35%-40%. ~Scalability for Agentic AI: Supports "Helios" rack-scale platforms (up to 128 GPUs + EPYC hosts), delivering 3.58x FP6 perf for distributed inference. AWS can run 700K+ more tokens/sec in 1,000-node clusters (via EPYC 9575F boosts), enabling real-time apps like personalized search or fraud detection at enterprise scale. ~Adoption Catalysts: Early partners like Oracle signal broad uptake; AWS's existing AMD instances G4ad with Radeon GPUs) pave the way. By 2026, EPYC could power 40%+ of AWS AI infra, outpacing Nvidia's GPU lock-in via open standards (ROCm 8 software). Lastly, Amazon’s trajectory toward a $320 stock price is not a speculative leap but a grounded projection rooted in its unmatched fundamentals and strategic AI leadership. With Amazon Web Services poised to surpass $100 billion in annual revenue by 2026, driven by explosive AI inference demand, Amazon is redefining cloud computing’s future. The adoption of AMD’s 2026 EPYC processors with "Secret" architecture is a game-changer, slashing costs by up to 50% and boosting inference throughput 3x, enabling AWS to dominate enterprise AI workloads with unmatched efficiency. This technological edge, combined with Amazon’s e-commerce dominance and high-margin advertising growth, supports a valuation rerating to 22x EV/EBITDA, and it is still a discount to historical highs. Trading at $222, $AMZN is undervalued for its 15–20% revenue CAGR and 25%+ EPS growth through 2030.
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$AMD $AMZN partnership will 🚀 in 2026 🔥 Amazon/AMD partnership is hidden among hot headlines from OpenAI $NVDA $ORCL... TLDR: Amazon refused to bid up the overpriced $NVDA chips among other hyperscalers, and decided to work closely with $AMD. Amazon is expected to spend up to $10-$20B a year on 2026 EPYC breakthrough Gen and Future Gen. Dr. Su confirmed "we have plenty for other large customers". For its 2026 EPYC "Venice" processors, AMD is using a multi-node manufacturing strategy: the CPU core complex dies (CCDs) are built on TSMC's 2 nm-class node (N2), while the I/O die (IOD) uses the N3P (3 nm) process. Context: Andy Jassy Amazon Web Services has been working with AMD on EPYC processors since November 2018. With this "secret weapon" breakthrough(patented), this long time partnership has expanded to New breakthrough 2026 EPYC Gen. AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for AWS, enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. AMD to benefit AWS's $100B+ AI opportunity along with $ORCL $MSFT $GOOGL $META Saudi, UAE ,38+ countries and startups. In early October, Amazon/AWS announced the new EC2 M8a instances as their latest-generation, general-purpose compute instances now powered by AMD EPYC 9005 "Turin" processors. Amazon announced the M8a as having up to 30% higher performance and up to 19% better price performance over M7a. With my testing of both at 32 vCPUs, the new AMD EPYC Turin instance provided 1.59x the performance over the prior-generation EPYC Genoa instance! How will this impact AWS AI Inference? ~Cost Efficiency: Inference is 80%+ of AI workloads and latency-sensitive (e.g., chatbots need <1s responses). "Secret weapon" enables 35x better inference perf (per AMD's CDNA roadmap tie-in), cutting AWS's energy use by 50%+ in clusters. With $118B 2025 capex, this could save $20–$30B annually in OPEX, boosting margins to 35%-40%. ~Scalability for Agentic AI: Supports "Helios" rack-scale platforms (up to 128 GPUs + EPYC hosts), delivering 3.58x FP6 perf for distributed inference. AWS can run 700K+ more tokens/sec in 1,000-node clusters (via EPYC 9575F boosts), enabling real-time apps like personalized search or fraud detection at enterprise scale. ~Adoption Catalysts: Early partners like Oracle signal broad uptake; AWS's existing AMD instances G4ad with Radeon GPUs) pave the way. By 2026, EPYC could power 40%+ of AWS AI infra, outpacing Nvidia's GPU lock-in via open standards (ROCm 8 software). Lastly, Amazon’s trajectory toward a $320 stock price is not a speculative leap but a grounded projection rooted in its unmatched fundamentals and strategic AI leadership. With Amazon Web Services poised to surpass $100 billion in annual revenue by 2026, driven by explosive AI inference demand, Amazon is redefining cloud computing’s future. The adoption of AMD’s 2026 EPYC processors with "Secret" architecture is a game-changer, slashing costs by up to 50% and boosting inference throughput 3x, enabling AWS to dominate enterprise AI workloads with unmatched efficiency. This technological edge, combined with Amazon’s e-commerce dominance and high-margin advertising growth, supports a valuation rerating to 22x EV/EBITDA, and it is still a discount to historical highs. Trading at $222, $AMZN is undervalued for its 15–20% revenue CAGR and 25%+ EPS growth through 2030.

Mike

511,082 görüntüleme • 11 ay önce

A new roadmap. A New Era of The Graph 🗺️ The Graph’s new roadmap introduces a bold and transformative vision for the future of The Graph! The new R&D roadmap details an expansion of The Graph’s ability to serve web3’s growing demands for data access, while better serving builders and protocol contributors, and improving the overall simplicity and efficiency of the network. After three years of serving builders, The Graph Network is mature, reliable, and performant. The Graph ecosystem has followed through on its commitment to democratize access to blockchain data while also establishing subgraphs as a web3 standard. But The Graph’s innovation journey doesn’t end there. The New Era of The Graph is organized into five core objectives: 1️⃣ World of Data Services: Expanding to provide new data services beyond subgraphs to deliver a rich market of data on the network, serving novel use cases for data scientists and more. This will include more data sources, new query languages, and support for LLMs. 2️⃣ Developer Empowerment: Supporting developers through enhanced DevEx and tooling by introducing streamlined billing, clear pricing models, a new free query plan, and reduced gas fees. A more SaaS-like experience for devs, without compromising on decentralization! 3️⃣ Protocol Evolution & Resiliency: Delivering improvements resulting in a more resilient, flexible, and simple protocol, including updates to delegation. 4️⃣ Optimized Indexer Performance: Boosting network performance with improved Indexer tooling and operational capabilities to deliver increased scalability, reduce costs, and enhanced network reliability. 5️⃣ Interconnected Graph of Data: Creating tools for composable data and a global, organized knowledge graph – interlinking open data and making it easier to build upon. The new roadmap sets in motion an exciting evolution in web3 data infrastructure. In a phased rollout, The Graph will introduce many new features and benefits, including the integration of new data services, new query languages, enhanced developer tooling, improved UX + UI, alongside greater protocol efficiency and resilience. As this new era unfolds, The Graph crystallizes as the connective tissue across the many layers of the web3 stack, evolving into a comprehensive, interwoven graph of data equipped to serve every project dreamt up by web3’s innovators. Read the full announcement linked in the comment below!
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A new roadmap. A New Era of The Graph 🗺️ The Graph’s new roadmap introduces a bold and transformative vision for the future of The Graph! The new R&D roadmap details an expansion of The Graph’s ability to serve web3’s growing demands for data access, while better serving builders and protocol contributors, and improving the overall simplicity and efficiency of the network. After three years of serving builders, The Graph Network is mature, reliable, and performant. The Graph ecosystem has followed through on its commitment to democratize access to blockchain data while also establishing subgraphs as a web3 standard. But The Graph’s innovation journey doesn’t end there. The New Era of The Graph is organized into five core objectives: 1️⃣ World of Data Services: Expanding to provide new data services beyond subgraphs to deliver a rich market of data on the network, serving novel use cases for data scientists and more. This will include more data sources, new query languages, and support for LLMs. 2️⃣ Developer Empowerment: Supporting developers through enhanced DevEx and tooling by introducing streamlined billing, clear pricing models, a new free query plan, and reduced gas fees. A more SaaS-like experience for devs, without compromising on decentralization! 3️⃣ Protocol Evolution & Resiliency: Delivering improvements resulting in a more resilient, flexible, and simple protocol, including updates to delegation. 4️⃣ Optimized Indexer Performance: Boosting network performance with improved Indexer tooling and operational capabilities to deliver increased scalability, reduce costs, and enhanced network reliability. 5️⃣ Interconnected Graph of Data: Creating tools for composable data and a global, organized knowledge graph – interlinking open data and making it easier to build upon. The new roadmap sets in motion an exciting evolution in web3 data infrastructure. In a phased rollout, The Graph will introduce many new features and benefits, including the integration of new data services, new query languages, enhanced developer tooling, improved UX + UI, alongside greater protocol efficiency and resilience. As this new era unfolds, The Graph crystallizes as the connective tissue across the many layers of the web3 stack, evolving into a comprehensive, interwoven graph of data equipped to serve every project dreamt up by web3’s innovators. Read the full announcement linked in the comment below!

The Graph

425,465 görüntüleme • 2 yıl önce

Gears of War E Day is Launching with DLSS 4.5 & Ray Tracing! 👀😱🤯 E-Day will also support AMD FSR, Unreal Engine TSR, Intel XeSS and Advanced Shader Delivery (ASD) on compatible hardware! 🎮⛽️🔥 A NEW Gears of War E Day NVIDIA PC Partnership trailer features some brand new E Day campaign gameplay footage including: ⚙️ First look at Locust Boomer fighting the ProtoBoomshot POV, being a heavy weapon is the best decision ever looks way more balanced! ⚙️ Enviromental Explodable Canisters to use against the Locust! ⚙️ Longest Gnasher Shotgun clip so far showing the full pellets spread & what I feel like is the best evidence for E Day being barrel shooting!? ⚙️ Marcus Chainsawing a Feral Wretch unique execution! ⚙️ The Breechshot being used like a straight up melee weapon in a unique animation with the blade on the end WTF!? I wonder if it will have increased damage or if its the same but it looks cool!
0:34

Gears of War E Day is Launching with DLSS 4.5 & Ray Tracing! 👀😱🤯 E-Day will also support AMD FSR, Unreal Engine TSR, Intel XeSS and Advanced Shader Delivery (ASD) on compatible hardware! 🎮⛽️🔥 A NEW Gears of War E Day NVIDIA PC Partnership trailer features some brand new E Day campaign gameplay footage including: ⚙️ First look at Locust Boomer fighting the ProtoBoomshot POV, being a heavy weapon is the best decision ever looks way more balanced! ⚙️ Enviromental Explodable Canisters to use against the Locust! ⚙️ Longest Gnasher Shotgun clip so far showing the full pellets spread & what I feel like is the best evidence for E Day being barrel shooting!? ⚙️ Marcus Chainsawing a Feral Wretch unique execution! ⚙️ The Breechshot being used like a straight up melee weapon in a unique animation with the blade on the end WTF!? I wonder if it will have increased damage or if its the same but it looks cool!

Shadowz

15,861 görüntüleme • 2 ay önce

New Mark Cerny PS5 Pro Technical Seminar. Some interesting info. GPU is a hybrid of RDNA tech Base tech - RDNA2.X (RDNA2 + 3) Ray Tracing - RDNA4 Machine Learning - Custom Not fully RDNA3 to reduce workload for ports/code. Doesn't have RDNA3 shader executables and double floating point calculations, though it does have other RDNA3 and custom features such as extra vertex and primitive processing, more shader instructions for ML etc. Not having double FP is why Tflop count is 16.7 Tflop and not 33.5 Tflop, but Tflop count difference is "meaningless", esp to real world performance, and they didn't need 32bit calculation bump. Though interestingly PS5 Pro still retains 8 operations per lane for 67 Tflops of 16bit performance. Custom ML hardware has 300 TOPS of performance. PS5 Pro also has over 1GB of extra GDDR6 ram for games vs PS5, thanks to extra DDR5 system ram that many OS operations have been moved on to. Ray Tracing is roughly 2-3x faster than equivalent PS5 performance. ML hardware are PlayStation custom additions to RDNA that they themselves designed in collaboration with AMD. #PS5Pro #PS5 Full video below
6:07

New Mark Cerny PS5 Pro Technical Seminar. Some interesting info. GPU is a hybrid of RDNA tech Base tech - RDNA2.X (RDNA2 + 3) Ray Tracing - RDNA4 Machine Learning - Custom Not fully RDNA3 to reduce workload for ports/code. Doesn't have RDNA3 shader executables and double floating point calculations, though it does have other RDNA3 and custom features such as extra vertex and primitive processing, more shader instructions for ML etc. Not having double FP is why Tflop count is 16.7 Tflop and not 33.5 Tflop, but Tflop count difference is "meaningless", esp to real world performance, and they didn't need 32bit calculation bump. Though interestingly PS5 Pro still retains 8 operations per lane for 67 Tflops of 16bit performance. Custom ML hardware has 300 TOPS of performance. PS5 Pro also has over 1GB of extra GDDR6 ram for games vs PS5, thanks to extra DDR5 system ram that many OS operations have been moved on to. Ray Tracing is roughly 2-3x faster than equivalent PS5 performance. ML hardware are PlayStation custom additions to RDNA that they themselves designed in collaboration with AMD. #PS5Pro #PS5 Full video below

NIB

52,971 görüntüleme • 1 yıl önce