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MICROSOFT JUST BROKE COMPATIBILITY WITH A HOMELAB GUY'S $80 AI RIG. HIS 90-SECOND FIX IS ALREADY IN A GITHUB REPO 4,700 PEOPLE FORKED old ai server -> windows 10 expiring -> microsoft blocks win11 upgrade -> tpm chip missing -> boot linux instead -> flash modded firmware -> keep... show more

Antid

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28,509 次观看 • 2 个月前 •via X (Twitter)

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JENSEN HUANG JUST HELD UP A CHIP THAT KILLS YOUR ENTIRE AI BILL nvidia and microsoft just announced the rtx spark at computex. 1 petaflop of ai on a chip you can hold in one hand. 128gb unified memory. 20 core cpu. full nvidia stack. most people spend $200 a month on chatgpt, claude, midjourney and cursor. that is $2,400 a year renting intelligence from someone else. this chip runs all of it locally for $5 in electricity per month. developers are already offering local ai setups to small businesses for $500 a month. ten clients. $5,000 a month. one chip doing all the work. the people who move on this in 2025 will look very far ahead by 2027. save this now.

JENSEN HUANG JUST HELD UP A CHIP THAT KILLS YOUR ENTIRE AI BILL nvidia and microsoft just announced the rtx spark at computex. 1 petaflop of ai on a chip you can hold in one hand. 128gb unified memory. 20 core cpu. full nvidia stack. most people spend $200 a month on chatgpt, claude, midjourney and cursor. that is $2,400 a year renting intelligence from someone else. this chip runs all of it locally for $5 in electricity per month. developers are already offering local ai setups to small businesses for $500 a month. ten clients. $5,000 a month. one chip doing all the work. the people who move on this in 2025 will look very far ahead by 2027. save this now.

winkle.

16,657 次观看 • 3 个月前

NVIDIA CHARGES $30K FOR AN H100 WITH NVLINK. TENSTORRENT SELLS THE SAME 800GBIT/S INTERCONNECT IN A $2K CARD. HE PLUGGED 4 INTO PCIE x1 SLOTS AND RUNS OPUS-5 LOCALLY FOR $6/MONTH buy a tenstorrent card for $2k -> plug into any $50 pcie x1 slot -> connect cards via qsfp-dd 800g -> skip the nvidia pcie bandwidth wall -> pool 100gb+ of vram across cards for less than one h100 -> run opus-5 locally for $6/month. that loop is why every serious solo ai builder is quietly ordering tenstorrent cards and openai's infrastructure team went quiet for 3 days after keller's announcement. tenstorrent accelerator + qsfp-dd 800g interconnect + cheap pcie x1 slots + linux + no nvidia tax - that's the stack. watch and save it, then order a tenstorrent card this weekend.

NVIDIA CHARGES $30K FOR AN H100 WITH NVLINK. TENSTORRENT SELLS THE SAME 800GBIT/S INTERCONNECT IN A $2K CARD. HE PLUGGED 4 INTO PCIE x1 SLOTS AND RUNS OPUS-5 LOCALLY FOR $6/MONTH buy a tenstorrent card for $2k -> plug into any $50 pcie x1 slot -> connect cards via qsfp-dd 800g -> skip the nvidia pcie bandwidth wall -> pool 100gb+ of vram across cards for less than one h100 -> run opus-5 locally for $6/month. that loop is why every serious solo ai builder is quietly ordering tenstorrent cards and openai's infrastructure team went quiet for 3 days after keller's announcement. tenstorrent accelerator + qsfp-dd 800g interconnect + cheap pcie x1 slots + linux + no nvidia tax - that's the stack. watch and save it, then order a tenstorrent card this weekend.

Antid

88,517 次观看 • 1 个月前

AMD'S NEW MINI PC RUNS CLAUDE CODE OFFLINE FOR $0/MONTH AND REPLACES $200 OPENAI + $200 CLAUDE CODE SUBSCRIPTIONS amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on a single piece of silicon with 128gb of unified memory the gmktec evo-x2 runs qwen3 coder 30b at 40 to 50 tokens per second and llama 3.3 70b at 20 to 25 tokens per second locally. on linux you get 110gb of usable vram out of 128gb setup takes 90 minutes. wipe windows for linux, install ollama with one command, pull the model, point claude code at localhost. same interface, same agent loop, nothing leaves your network a heavy ai user pays $200 for claude code max, $200 for chatgpt pro and $20 for cursor. that's $5,040 a year and the box pays itself off in 5 months after break-even every month is $420 that used to leave your account. three year math is roughly $13,000 not paid to ai companies plus zero rate limits on overnight agents bookmark this and read the article below

AMD'S NEW MINI PC RUNS CLAUDE CODE OFFLINE FOR $0/MONTH AND REPLACES $200 OPENAI + $200 CLAUDE CODE SUBSCRIPTIONS amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on a single piece of silicon with 128gb of unified memory the gmktec evo-x2 runs qwen3 coder 30b at 40 to 50 tokens per second and llama 3.3 70b at 20 to 25 tokens per second locally. on linux you get 110gb of usable vram out of 128gb setup takes 90 minutes. wipe windows for linux, install ollama with one command, pull the model, point claude code at localhost. same interface, same agent loop, nothing leaves your network a heavy ai user pays $200 for claude code max, $200 for chatgpt pro and $20 for cursor. that's $5,040 a year and the box pays itself off in 5 months after break-even every month is $420 that used to leave your account. three year math is roughly $13,000 not paid to ai companies plus zero rate limits on overnight agents bookmark this and read the article below

starmex

33,516 次观看 • 3 个月前

Microsoft is deceiving you by inflating its AI empire with money it handed its OWN customer first. They sold Wall Street a $37 billion AI business, then went silent the moment its own filing showed where that money came from. The line sits in the annual report for fiscal 2026: Microsoft recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue sharing payments. If you run that figure against Microsoft's own AI disclosures you'll find that OpenAI made up more than half, and likely around 70%, of everything the company counts as AI sales. ONE customer. A Microsoft spokesperson confirmed the figure covers all sales and revenue share from OpenAI. The 70% comes by assuming Microsoft's AI run rate kept growing at the 123% pace the company itself reported in March, which is the company's own optimistic math turned around on it. Now follow where that money starts: Microsoft has put around $12 billion into OpenAI since 2019. OpenAI spends its cash on computing power, and Microsoft is the cloud provider selling it. So the money leaves as an investment and comes back as an Azure bill. Microsoft then books that bill as AI revenue and shows it to investors as proof the AI business is "working." Microsoft invests in OpenAI -> OpenAI buys Microsoft compute -> Microsoft records the payment as AI revenue -> the AI growth story goes to Wall Street And a chunk of it never actually arrived. The same filing shows $6 billion of accounts receivable from OpenAI as of June 30. That is $6 billion of AI revenue Microsoft booked and had not been paid when the year closed. Now here's where it gets really concerning for anyone holding the stock... Microsoft has told the public how big its total AI business is exactly twice. Once for the quarter ending December 2024, when it said the unit was on pace for more than $13 billion a year. And once for the quarter ending March 2026, when Satya Nadella put it on pace for $37 billion. That $37 billion number went everywhere. It was the headline proof that Microsoft had won the AI race. Then fourth quarter earnings arrived, and Microsoft did NOT update it. The company that had been announcing the figure as its own scoreboard stopped announcing the figure. In the same stretch, the filing landed showing where most of it came from. So what is actually left underneath? The full year AI business ran near $34 billion. Take OpenAI out and roughly $10 billion remains. Microsoft has spent about $261 billion on capital expenditure since the start of 2022. That is the scale of the bet against what the rest of the AI business currently brings in. And the one customer holding it up is walking further away every quarter. In October, Microsoft's stake in OpenAI dropped to 27% from 32.5%. In April the partnership was rewritten so OpenAI can sell its products across any cloud it likes, which is how Amazon got a seat at the table. The exclusivity that made this arrangement valuable is gone. The compute bill and the unpaid $6 billion are still on Microsoft's books. Nadella spent two years telling the market Microsoft built the largest AI business in software. The filing shows one client bought most of it, on credit, using money Microsoft partly supplied. So watch the next earnings call: If Microsoft puts a fresh total AI number back on the board, the business found customers beyond OpenAI. If you hear a lot about AI momentum and never hear what it adds up to, you already know why the number went missing. But nonetheless, how is something like this even legal?

Microsoft is deceiving you by inflating its AI empire with money it handed its OWN customer first. They sold Wall Street a $37 billion AI business, then went silent the moment its own filing showed where that money came from. The line sits in the annual report for fiscal 2026: Microsoft recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue sharing payments. If you run that figure against Microsoft's own AI disclosures you'll find that OpenAI made up more than half, and likely around 70%, of everything the company counts as AI sales. ONE customer. A Microsoft spokesperson confirmed the figure covers all sales and revenue share from OpenAI. The 70% comes by assuming Microsoft's AI run rate kept growing at the 123% pace the company itself reported in March, which is the company's own optimistic math turned around on it. Now follow where that money starts: Microsoft has put around $12 billion into OpenAI since 2019. OpenAI spends its cash on computing power, and Microsoft is the cloud provider selling it. So the money leaves as an investment and comes back as an Azure bill. Microsoft then books that bill as AI revenue and shows it to investors as proof the AI business is "working." Microsoft invests in OpenAI -> OpenAI buys Microsoft compute -> Microsoft records the payment as AI revenue -> the AI growth story goes to Wall Street And a chunk of it never actually arrived. The same filing shows $6 billion of accounts receivable from OpenAI as of June 30. That is $6 billion of AI revenue Microsoft booked and had not been paid when the year closed. Now here's where it gets really concerning for anyone holding the stock... Microsoft has told the public how big its total AI business is exactly twice. Once for the quarter ending December 2024, when it said the unit was on pace for more than $13 billion a year. And once for the quarter ending March 2026, when Satya Nadella put it on pace for $37 billion. That $37 billion number went everywhere. It was the headline proof that Microsoft had won the AI race. Then fourth quarter earnings arrived, and Microsoft did NOT update it. The company that had been announcing the figure as its own scoreboard stopped announcing the figure. In the same stretch, the filing landed showing where most of it came from. So what is actually left underneath? The full year AI business ran near $34 billion. Take OpenAI out and roughly $10 billion remains. Microsoft has spent about $261 billion on capital expenditure since the start of 2022. That is the scale of the bet against what the rest of the AI business currently brings in. And the one customer holding it up is walking further away every quarter. In October, Microsoft's stake in OpenAI dropped to 27% from 32.5%. In April the partnership was rewritten so OpenAI can sell its products across any cloud it likes, which is how Amazon got a seat at the table. The exclusivity that made this arrangement valuable is gone. The compute bill and the unpaid $6 billion are still on Microsoft's books. Nadella spent two years telling the market Microsoft built the largest AI business in software. The filing shows one client bought most of it, on credit, using money Microsoft partly supplied. So watch the next earnings call: If Microsoft puts a fresh total AI number back on the board, the business found customers beyond OpenAI. If you hear a lot about AI momentum and never hear what it adds up to, you already know why the number went missing. But nonetheless, how is something like this even legal?

Ricardo

24,389 次观看 • 1 个月前

A finance professor manages $200M with AI agents, and he told everyone why: "Large language models are at the level of a fourth-year PhD student in every field" Alejandro Lopez-Lira's AI fund, Autopilot, returned 56% last year. The S&P did 16%. There are 52,000 people with money in it, and most of them just watch the machine work. What he automated is the same six-step loop every fund on earth runs: find an idea, code it, backtest it, deploy it, read the autopsy, learn from it. A quant at Two Sigma runs that loop once a month, and the salary time alone costs around $50,000 per hypothesis. All steps from this loop now fit in AI trading text box. Plain English in, executable strategy out, five-year backtest in 12 seconds, live on a broker 90 seconds after you typed the sentence. He runs $200M with AI. You can run same AI fund in two clicks, free to try: Step 6 on this loop is where everyone is stuck. Your agent has no memory. Every strategy it kills goes into a log nobody reads, and the next one starts from zero. Nobody keeps negative results. Not Citadel, not Man Group, not a single repo on GitHub. Fix that and the agent remembers every hypothesis it killed and the regime it died in. It stops burning cycles on your old mistakes. Jane Street pays 3,500 people to run this cycle and made $39.6 billion doing it. Five sixths of it is now free. Bookmark & read full map of this loop in the article below. Most people still think AI trading is out of reach for them - it isn't. Don't want to spend a dollar for testing this? Kalshi just opened a perps exchange and gives US users $25 free to start ->

A finance professor manages $200M with AI agents, and he told everyone why: "Large language models are at the level of a fourth-year PhD student in every field" Alejandro Lopez-Lira's AI fund, Autopilot, returned 56% last year. The S&P did 16%. There are 52,000 people with money in it, and most of them just watch the machine work. What he automated is the same six-step loop every fund on earth runs: find an idea, code it, backtest it, deploy it, read the autopsy, learn from it. A quant at Two Sigma runs that loop once a month, and the salary time alone costs around $50,000 per hypothesis. All steps from this loop now fit in AI trading text box. Plain English in, executable strategy out, five-year backtest in 12 seconds, live on a broker 90 seconds after you typed the sentence. He runs $200M with AI. You can run same AI fund in two clicks, free to try: Step 6 on this loop is where everyone is stuck. Your agent has no memory. Every strategy it kills goes into a log nobody reads, and the next one starts from zero. Nobody keeps negative results. Not Citadel, not Man Group, not a single repo on GitHub. Fix that and the agent remembers every hypothesis it killed and the regime it died in. It stops burning cycles on your old mistakes. Jane Street pays 3,500 people to run this cycle and made $39.6 billion doing it. Five sixths of it is now free. Bookmark & read full map of this loop in the article below. Most people still think AI trading is out of reach for them - it isn't. Don't want to spend a dollar for testing this? Kalshi just opened a perps exchange and gives US users $25 free to start ->

cvxv666

83,045 次观看 • 1 个月前

Your home is about to become an AI data center and pay off your mortgage This is not a theory. It is already happening. Nvidia partnered with homebuilders to install AI hardware directly into new homes. A white box on the wall. Internet. Power outlet. It processes AI workloads for companies around the world. You do nothing. It just runs 24/7. Homeowners get paid a fixed amount every single month. Estimates put it at $2,000 to $3,000 straight into your account. That is $36,000 a year just for a box on your wall. These guys broke down exactly why this is massive, who is behind it and how regular homeowners get in. Suburbs are quietly becoming the new AI infrastructure. And the people who got in early are already getting paid. Watch the full video. All the alpha and everything you need to know is in there.

Your home is about to become an AI data center and pay off your mortgage This is not a theory. It is already happening. Nvidia partnered with homebuilders to install AI hardware directly into new homes. A white box on the wall. Internet. Power outlet. It processes AI workloads for companies around the world. You do nothing. It just runs 24/7. Homeowners get paid a fixed amount every single month. Estimates put it at $2,000 to $3,000 straight into your account. That is $36,000 a year just for a box on your wall. These guys broke down exactly why this is massive, who is behind it and how regular homeowners get in. Suburbs are quietly becoming the new AI infrastructure. And the people who got in early are already getting paid. Watch the full video. All the alpha and everything you need to know is in there.

winkle.

315,269 次观看 • 3 个月前

OPENAI PAYS NVIDIA $30K PER H100. INTEL SELLS THE SAME 32GB VRAM IN A $950 ARC PRO B70. HE STACKED 2 AND RUNS OPUS-5 LOCALLY FOR $3/MONTH buy 2 intel arc pro b70 for $1,900 -> plug them into any dual-x8 pcie motherboard -> boot ubuntu 26.04 -> gpus recognized instantly -> load a q4 moe model like qwen 35b-a3b -> run 64gb of local ai for $3/month in electricity that loop is why nvidia's 5090 monopoly on 32gb vram just quietly cracked and openai's inference costs are about to look ridiculous 2x intel arc pro b70 + asrock taichi lite + ryzen 5 9600 + 64gb ddr5 + ubuntu 26.04 + intel's ipex stack - that's the stack watch and save it, then order your first b70 this weekend

OPENAI PAYS NVIDIA $30K PER H100. INTEL SELLS THE SAME 32GB VRAM IN A $950 ARC PRO B70. HE STACKED 2 AND RUNS OPUS-5 LOCALLY FOR $3/MONTH buy 2 intel arc pro b70 for $1,900 -> plug them into any dual-x8 pcie motherboard -> boot ubuntu 26.04 -> gpus recognized instantly -> load a q4 moe model like qwen 35b-a3b -> run 64gb of local ai for $3/month in electricity that loop is why nvidia's 5090 monopoly on 32gb vram just quietly cracked and openai's inference costs are about to look ridiculous 2x intel arc pro b70 + asrock taichi lite + ryzen 5 9600 + 64gb ddr5 + ubuntu 26.04 + intel's ipex stack - that's the stack watch and save it, then order your first b70 this weekend

Antid

28,739 次观看 • 2 个月前

THIS GUY OPENED A TINY PC AND SHOWED HOW A $1,800 GMKTEC EVO-X2 TURNS INTO A LOCAL AI SERVER not a cloud dashboard. not another $200/mo subscription. just one box on a desk, upgraded with storage, cleaner airflow, faster networking, and pointed at real local models. the numbers are what make it interesting. Claude Code Max is $200/mo, ChatGPT Pro is $200/mo, Cursor is another $20/mo. that is $5,040/year just to rent tools most people use for coding, research, summaries, and agents. EVO-X2 flips the setup because it has 128GB unified memory, Ryzen AI Max+ 395, and up to 110GB usable as VRAM on Linux. enough room for Qwen3-Coder 30B, Llama 70B, and 200B-class local models when speed is not the bottleneck. so the workflow becomes simple: buy the box once, install Linux, run the model locally, connect the CLI, and let the machine handle jobs from your own network instead of sending every request to the cloud. this is where the real edge starts. overnight code audits, private document search, local RAG, scraping agents, transcription, file cleanup, all running while the token meter stays at zero. frontier models still win for the hardest prompts. but for daily automation, coding, research, and private workflows, local AI is already moving from nerd setup to obvious business math. the next flex won’t be “which AI plan do you pay for?” it’ll be “what’s running under your desk?”

THIS GUY OPENED A TINY PC AND SHOWED HOW A $1,800 GMKTEC EVO-X2 TURNS INTO A LOCAL AI SERVER not a cloud dashboard. not another $200/mo subscription. just one box on a desk, upgraded with storage, cleaner airflow, faster networking, and pointed at real local models. the numbers are what make it interesting. Claude Code Max is $200/mo, ChatGPT Pro is $200/mo, Cursor is another $20/mo. that is $5,040/year just to rent tools most people use for coding, research, summaries, and agents. EVO-X2 flips the setup because it has 128GB unified memory, Ryzen AI Max+ 395, and up to 110GB usable as VRAM on Linux. enough room for Qwen3-Coder 30B, Llama 70B, and 200B-class local models when speed is not the bottleneck. so the workflow becomes simple: buy the box once, install Linux, run the model locally, connect the CLI, and let the machine handle jobs from your own network instead of sending every request to the cloud. this is where the real edge starts. overnight code audits, private document search, local RAG, scraping agents, transcription, file cleanup, all running while the token meter stays at zero. frontier models still win for the hardest prompts. but for daily automation, coding, research, and private workflows, local AI is already moving from nerd setup to obvious business math. the next flex won’t be “which AI plan do you pay for?” it’ll be “what’s running under your desk?”

Gipp 🦅

13,365 次观看 • 3 个月前

$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 次观看 • 11 个月前

A finance professor manages $200M with AI agents, and he told everyone why: "Large language models are at the level of a fourth-year PhD student in every field" Alejandro Lopez-Lira's AI fund, Autopilot, returned 56% last year. The S&P did 16%. There are 52,000 people with money in it, and most of them just watch the machine work. What he automated is the same six-step loop every fund on earth runs: find an idea, code it, backtest it, deploy it, read the autopsy, learn from it. A quant at Two Sigma runs that loop once a month, and the salary time alone costs around $50,000 per hypothesis. All steps from this loop now fit in AI trading text box. Plain English in, executable strategy out, five-year backtest in 12 seconds, live on a broker 90 seconds after you typed the sentence. He runs $200M with AI. You can run same AI fund in two clicks, free to try: Step 6 on this loop is where everyone is stuck. Your agent has no memory. Every strategy it kills goes into a log nobody reads, and the next one starts from zero. Nobody keeps negative results. Not Citadel, not Man Group, not a single repo on GitHub. Fix that and the agent remembers every hypothesis it killed and the regime it died in. It stops burning cycles on your old mistakes. Jane Street pays 3,500 people to run this cycle and made $39.6 billion doing it. Five sixths of it is now free. Bookmark & read full map of this loop in the article below. Most people still think AI trading is out of reach for them - it isn't.

A finance professor manages $200M with AI agents, and he told everyone why: "Large language models are at the level of a fourth-year PhD student in every field" Alejandro Lopez-Lira's AI fund, Autopilot, returned 56% last year. The S&P did 16%. There are 52,000 people with money in it, and most of them just watch the machine work. What he automated is the same six-step loop every fund on earth runs: find an idea, code it, backtest it, deploy it, read the autopsy, learn from it. A quant at Two Sigma runs that loop once a month, and the salary time alone costs around $50,000 per hypothesis. All steps from this loop now fit in AI trading text box. Plain English in, executable strategy out, five-year backtest in 12 seconds, live on a broker 90 seconds after you typed the sentence. He runs $200M with AI. You can run same AI fund in two clicks, free to try: Step 6 on this loop is where everyone is stuck. Your agent has no memory. Every strategy it kills goes into a log nobody reads, and the next one starts from zero. Nobody keeps negative results. Not Citadel, not Man Group, not a single repo on GitHub. Fix that and the agent remembers every hypothesis it killed and the regime it died in. It stops burning cycles on your old mistakes. Jane Street pays 3,500 people to run this cycle and made $39.6 billion doing it. Five sixths of it is now free. Bookmark & read full map of this loop in the article below. Most people still think AI trading is out of reach for them - it isn't.

sopersone

48,482 次观看 • 19 天前

AMD CEO LISA SU HELD A MINI PC ON STAGE THAT RUNS A 235B MODEL AND REPLACES YOUR $440/MONTH AI STACK amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on one piece of silicon. cpu and gpu share 128gb of unified memory, no separate graphics card needed the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months install ollama, pull the model, point claude code at localhost. same interface, nothing leaves the machine, nothing costs per request bookmark this and read the article below

AMD CEO LISA SU HELD A MINI PC ON STAGE THAT RUNS A 235B MODEL AND REPLACES YOUR $440/MONTH AI STACK amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on one piece of silicon. cpu and gpu share 128gb of unified memory, no separate graphics card needed the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months install ollama, pull the model, point claude code at localhost. same interface, nothing leaves the machine, nothing costs per request bookmark this and read the article below

starmex

981,550 次观看 • 3 个月前

anthropic just removed the biggest excuse people had for not building ai agents. “it’s too hard.” not anymore. a few months ago, building an ai agent meant learning how to code, setting up apis, configuring servers, and fixing endless errors. today, all you need is one github repo. anthropic open-sourced launch your agent. it asks what you want to build. then it does the rest. it builds your agent, deploys it to the cloud, tests it, improves it, and keeps it running even after you close your laptop. no fake demos. no complicated setup. just a real ai agent running in your own account. the best part. it doesn’t run on your computer. it runs inside claude managed agents, works 24/7, and costs just a few cents per run. people are already building research agents, lead generation systems, content pipelines, and customer support agents that save hours of work every day. the gap between people who use ai and people who build ai workers is getting bigger every week. that’s usually where the biggest opportunities are. build your first ai agent before everyone else does. watch the video and read the full guide below 👇

anthropic just removed the biggest excuse people had for not building ai agents. “it’s too hard.” not anymore. a few months ago, building an ai agent meant learning how to code, setting up apis, configuring servers, and fixing endless errors. today, all you need is one github repo. anthropic open-sourced launch your agent. it asks what you want to build. then it does the rest. it builds your agent, deploys it to the cloud, tests it, improves it, and keeps it running even after you close your laptop. no fake demos. no complicated setup. just a real ai agent running in your own account. the best part. it doesn’t run on your computer. it runs inside claude managed agents, works 24/7, and costs just a few cents per run. people are already building research agents, lead generation systems, content pipelines, and customer support agents that save hours of work every day. the gap between people who use ai and people who build ai workers is getting bigger every week. that’s usually where the biggest opportunities are. build your first ai agent before everyone else does. watch the video and read the full guide below 👇

MIKE

26,662 次观看 • 2 个月前

Microsoft spent $13 billion and 3 years building an AI that knows your work context. Every time you open it, it still asks what you're working on. This developer set up a plain text file in 2 minutes. The file is called CLAUDE.md. It loads before every session. Before he types a single word. It already knows his name. It already knows his writing style. It already knows what he's building, who it's for, and what he never wants to see in a response. He doesn't introduce himself anymore. He doesn't explain his preferences anymore. He doesn't correct the same mistakes twice. He just works. No $30/month Copilot subscription. No Microsoft 365. No IT approval. No data sharing agreement. No onboarding. Just a plain text file, a free text editor, and 21 instructions a developer distilled from Andrej Karpathy's research. Those 21 instructions moved Claude's coding accuracy from 65% to 94%. The file hit #1 on GitHub with 82,000 stars. Most people using Claude right now have never heard of it. Microsoft has 221,000 employees, $13 billion invested in OpenAI, and a direct integration into every Windows laptop sold on the planet.. they built an AI assistant most companies pay $30/user/month for that still doesn't know your name. This developer has a laptop, a text file and a 2-minute setup.. he built something that knows more about how he works than any enterprise AI on the market. The $50 billion AI personalization industry just got embarrassed by a .md file. full breakdown down below

Microsoft spent $13 billion and 3 years building an AI that knows your work context. Every time you open it, it still asks what you're working on. This developer set up a plain text file in 2 minutes. The file is called CLAUDE.md. It loads before every session. Before he types a single word. It already knows his name. It already knows his writing style. It already knows what he's building, who it's for, and what he never wants to see in a response. He doesn't introduce himself anymore. He doesn't explain his preferences anymore. He doesn't correct the same mistakes twice. He just works. No $30/month Copilot subscription. No Microsoft 365. No IT approval. No data sharing agreement. No onboarding. Just a plain text file, a free text editor, and 21 instructions a developer distilled from Andrej Karpathy's research. Those 21 instructions moved Claude's coding accuracy from 65% to 94%. The file hit #1 on GitHub with 82,000 stars. Most people using Claude right now have never heard of it. Microsoft has 221,000 employees, $13 billion invested in OpenAI, and a direct integration into every Windows laptop sold on the planet.. they built an AI assistant most companies pay $30/user/month for that still doesn't know your name. This developer has a laptop, a text file and a 2-minute setup.. he built something that knows more about how he works than any enterprise AI on the market. The $50 billion AI personalization industry just got embarrassed by a .md file. full breakdown down below

Dep

14,179 次观看 • 4 个月前

🎙️ The Sujal Show Ep. 13: Ishan Sharma – The Blueprint for Building Wealth with AI in 2026 4M creator Ishan Sharma reveals his exact AI workflow, shares 3 skills that will save you from AI, 5 junior roles at risk from AI, how to build an AI automation agency, and drops zero‑coding money methods We Discussed on The Sujal Show:👇 - 3 skills that AI cannot replace - Biggest mistake college students make that AI can’t fix - Why he avoids AI avatars (and why you should too) - The easiest way to make ₹1 lakh per month with AI - Ways to make money with AI right now (no coding) - Degree vs personal brand – which actually matters in 2026? - Why he prefers Claude over ChatGPT - Which junior jobs are already dying in 2026? - The “2% rule” for success mindset - Why did he refuse a ₹1Cr brand deal? - Why vibe coding is a trap for serious founders - AI workflow that saves him 20 hours a week - His favorite AI models for 2026 Timestamps: 00:00 Intro 01:50 How deep he is in AI 02:12 Degree vs Personal Brand in the AI Era 04:23 Are Tier-3 College Degrees Still Worth It? 08:50 Top 10 Ways to Make Money with AI in 2026 15:18 How to market your AI product 16:38 Ishan Sharma's Highest-Earning Year 20:15 Roadmap for a 14-Year-Old to Build a Personal Brand Using AI 22:33 His Content Creation Workflow 27:51 The AI Prompts Ishan Uses Daily 29:19 Most Underrated AI Tool 47:41 Cost of Building AI Automations 48:40 How to Get Hired in the AI Age 52:04 Best Way to Learn AI, Sales & Communication Skills 54:07 Job market 2026 57:38 Top 5 AI Models He dropped out at 20. Built a 4M+ empire. His AI workflow will save you years.

Sujal Jethwani

34,133 次观看 • 4 个月前

MICROSOFT QUIETLY SHIPPED THE RAG PIPELINE EVERYONE KEEPS TRYING TO BUILD FROM SCRATCH it is called Kernel Memory, and it turns any pile of files into an AI memory that answers with citations. drop your data in and Microsoft's pipeline does the rest: > ingest PDFs, Word, PPT, Excel, web pages, even images > extract the text, chunk it, embed it into vectors > store the vectors with metadata and keep the originals in blob storage > ask a question and it pulls the right chunks with semantic plus hybrid search then it hands the answer back grounded, with links to the exact source and full token usage. and it plugs into whatever you already run: > Azure OpenAI, OpenAI, Ollama, or Anthropic for the models > Qdrant, pgvector, Redis, or Azure AI Search for the vectors > every step is a swappable handler, so you can replace any part with your own one heads up: Microsoft archived the repo in June 2026 and ships it as a reference blueprint, not production. but as a map for how memory and RAG are actually built, nothing is cleaner. run it in one command: docker run kernelmemory/service bookmark this. Microsoft already drew the blueprint, you just build on it.

MICROSOFT QUIETLY SHIPPED THE RAG PIPELINE EVERYONE KEEPS TRYING TO BUILD FROM SCRATCH it is called Kernel Memory, and it turns any pile of files into an AI memory that answers with citations. drop your data in and Microsoft's pipeline does the rest: > ingest PDFs, Word, PPT, Excel, web pages, even images > extract the text, chunk it, embed it into vectors > store the vectors with metadata and keep the originals in blob storage > ask a question and it pulls the right chunks with semantic plus hybrid search then it hands the answer back grounded, with links to the exact source and full token usage. and it plugs into whatever you already run: > Azure OpenAI, OpenAI, Ollama, or Anthropic for the models > Qdrant, pgvector, Redis, or Azure AI Search for the vectors > every step is a swappable handler, so you can replace any part with your own one heads up: Microsoft archived the repo in June 2026 and ships it as a reference blueprint, not production. but as a map for how memory and RAG are actually built, nothing is cleaner. run it in one command: docker run kernelmemory/service bookmark this. Microsoft already drew the blueprint, you just build on it.

NO1ennn

85,393 次观看 • 1 个月前

NVIDIA just handed every solo creator and freelancer an unfair advantage. Jensen Huang walked on stage and announced RTX Spark. An ARM-based laptop chip that nobody saw coming. They called it the most power efficient PC chip ever built. 20 cores. Blackwell graphics. 6144 CUDA cores. Up to 128GB of LPDDR5X memory. But forget the spec sheet for a second. Here is what actually matters. RTX Spark is built to run AI models locally. No cloud subscription. No API costs. No waiting on a server somewhere. Everything runs directly on the laptop at full speed. That changes the math completely for anyone using AI to make money. The guy generating 3D assets in Blender with Claude his renders now take minutes instead of hours. More projects per day. More income per week. The girl producing AI kids content for YouTube local rendering means no upload wait times, no generation limits, no monthly fees eating into her margins. The freelancer building websites and automating outreach every AI tool in his stack now runs faster and cheaper than before. 30 laptops from Asus, Dell, Lenovo, MSI and others. Available this fall. For years the barrier was hardware. You needed an expensive setup to run serious AI workflows locally. NVIDIA just put that power inside a thin laptop anyone can carry anywhere. The people who already figured out how to monetize AI are about to move twice as fast. The people who haven’t started yet just ran out of excuses. Save this.

NVIDIA just handed every solo creator and freelancer an unfair advantage. Jensen Huang walked on stage and announced RTX Spark. An ARM-based laptop chip that nobody saw coming. They called it the most power efficient PC chip ever built. 20 cores. Blackwell graphics. 6144 CUDA cores. Up to 128GB of LPDDR5X memory. But forget the spec sheet for a second. Here is what actually matters. RTX Spark is built to run AI models locally. No cloud subscription. No API costs. No waiting on a server somewhere. Everything runs directly on the laptop at full speed. That changes the math completely for anyone using AI to make money. The guy generating 3D assets in Blender with Claude his renders now take minutes instead of hours. More projects per day. More income per week. The girl producing AI kids content for YouTube local rendering means no upload wait times, no generation limits, no monthly fees eating into her margins. The freelancer building websites and automating outreach every AI tool in his stack now runs faster and cheaper than before. 30 laptops from Asus, Dell, Lenovo, MSI and others. Available this fall. For years the barrier was hardware. You needed an expensive setup to run serious AI workflows locally. NVIDIA just put that power inside a thin laptop anyone can carry anywhere. The people who already figured out how to monetize AI are about to move twice as fast. The people who haven’t started yet just ran out of excuses. Save this.

Shelpid.WI3M

27,829 次观看 • 3 个月前

$Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?$

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?

Ricardo

93,654 次观看 • 2 个月前

AMD CEO Lisa Su just killed Nvidia’s $4,000 AI box with a $1,499 lunchbox. She walked on stage, held it in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU. The chip inside is something nobody saw coming. AMD’s Ryzen AI Max+ 395 is the first x86 silicon where CPU and GPU share the same 128GB of memory. That single trick lets a desktop run models that used to need a server rack. Out of those 128GB, Linux hands the GPU 110GB to play with. For context, an RTX 5090 gives you 32GB. A 4090 gives you 24. This box gives you more than three times either of them, in a chassis the size of a thick paperback. The benchmark that broke the room: this chip beat an Nvidia RTX 5080 by more than 3x on DeepSeek R1 inference. A $1,499 lunchbox outrunning a $1,000 discrete graphics card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price. Here is what nobody is telling you. A heavy AI user right now pays $200 for Claude Code Max, $200 for ChatGPT Pro, $20 for Cursor, $20 for Gemini. That is $5,280 a year leaving your account. The box pays itself off in 9 months and then runs free for the rest of its life. Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use, except now nothing leaves your machine, nothing costs per request, and no company throttles your usage at 3am when you finally have time to build. This is the moment every AI subscription becomes optional. Lawyers stop fearing OpenAI leaks. Developers stop watching the token meter. Founders stop renting H100s for prototypes that never ship because the bill scared them. The first thousand people to figure this out will own the next two years of private AI consulting. Save this, and read the full breakdown article below you are watching the next shift hit before everyone else does.

AMD CEO Lisa Su just killed Nvidia’s $4,000 AI box with a $1,499 lunchbox. She walked on stage, held it in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU. The chip inside is something nobody saw coming. AMD’s Ryzen AI Max+ 395 is the first x86 silicon where CPU and GPU share the same 128GB of memory. That single trick lets a desktop run models that used to need a server rack. Out of those 128GB, Linux hands the GPU 110GB to play with. For context, an RTX 5090 gives you 32GB. A 4090 gives you 24. This box gives you more than three times either of them, in a chassis the size of a thick paperback. The benchmark that broke the room: this chip beat an Nvidia RTX 5080 by more than 3x on DeepSeek R1 inference. A $1,499 lunchbox outrunning a $1,000 discrete graphics card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price. Here is what nobody is telling you. A heavy AI user right now pays $200 for Claude Code Max, $200 for ChatGPT Pro, $20 for Cursor, $20 for Gemini. That is $5,280 a year leaving your account. The box pays itself off in 9 months and then runs free for the rest of its life. Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use, except now nothing leaves your machine, nothing costs per request, and no company throttles your usage at 3am when you finally have time to build. This is the moment every AI subscription becomes optional. Lawyers stop fearing OpenAI leaks. Developers stop watching the token meter. Founders stop renting H100s for prototypes that never ship because the bill scared them. The first thousand people to figure this out will own the next two years of private AI consulting. Save this, and read the full breakdown article below you are watching the next shift hit before everyone else does.

AdiiX

3,397,308 次观看 • 3 个月前

A DEAD 2021 MINING RIG CAN NOW BECOME A 96GB AI FACTORY THAT REPLACES $4,944 A YEAR IN SUBSCRIPTIONS 00:26 he shows the full build: four RTX 3090s, separate power supplies, and enough cables to keep the entire rig running at full load. This machine was built for crypto. Now the same hardware can run local LLMs, generate images, transcribe videos, analyze files, and power AI agents. Each RTX 3090 has 24GB of VRAM. Four cards give the rig 96GB, enough to handle models that normally need an expensive workstation or rented server. Used 3090s cost around $650 to $750 each. The full stack is roughly $2,800, while a pile of AI subscriptions can quietly reach $412 every month. Seven months of subscriptions already costs more than the GPUs. After that, the rig keeps working while the software bill keeps draining another $4,944 every year. Leave it running overnight and it can organize notes, process saved videos, prepare drafts, monitor prices, and summarize documents without constant input. The crypto boom built thousands of these machines. AI is giving them a second life, turning old mining rigs into private factories for code, research, and content. Bookmark & Watch it run ↓

A DEAD 2021 MINING RIG CAN NOW BECOME A 96GB AI FACTORY THAT REPLACES $4,944 A YEAR IN SUBSCRIPTIONS 00:26 he shows the full build: four RTX 3090s, separate power supplies, and enough cables to keep the entire rig running at full load. This machine was built for crypto. Now the same hardware can run local LLMs, generate images, transcribe videos, analyze files, and power AI agents. Each RTX 3090 has 24GB of VRAM. Four cards give the rig 96GB, enough to handle models that normally need an expensive workstation or rented server. Used 3090s cost around $650 to $750 each. The full stack is roughly $2,800, while a pile of AI subscriptions can quietly reach $412 every month. Seven months of subscriptions already costs more than the GPUs. After that, the rig keeps working while the software bill keeps draining another $4,944 every year. Leave it running overnight and it can organize notes, process saved videos, prepare drafts, monitor prices, and summarize documents without constant input. The crypto boom built thousands of these machines. AI is giving them a second life, turning old mining rigs into private factories for code, research, and content. Bookmark & Watch it run ↓

slash1s

12,286 次观看 • 2 个月前

Microsoft AI CEO Mustafa Suleyman explains the exit plan behind the biggest partnership in AI. It began with a Satya Nadella message surfaced in the trial: "I don't want to be Intel and have OpenAI be Microsoft." The escape hardware is already shipping. "Partnerships like that don't last forever. OpenAI wants to be a trillion-dollar public company... They want to have the freedom to operate and be able to buy compute from all sorts of other places, build their own compute, partner with whoever they want." "We've made the decision the early part of last year, which obviously informed all the contract negotiations, which then all got resolved and signed in October." "We now are able to manufacture and ship a chip that is 30% cheaper than a GB200 inside of our own clusters." "The MAI-Thinking-1 model that we've just released actually delivers 1.4x performance per watt improvement on top of the 30% improvement that you get from running on a Maia 200, once we co-optimize the models for our tasks." Microsoft watched Windows commoditize Intel and is refusing the Intel seat this time: own silicon, own frontier model, co-designed end to end. The open question is which gap closes first: OpenAI building Microsoft's enterprise distribution, or Microsoft catching OpenAI's frontier models. - Mustafa Suleyman (Mustafa Suleyman), CEO of Microsoft AI, on Decoder with Nilay Patel (nilay patel)

Microsoft AI CEO Mustafa Suleyman explains the exit plan behind the biggest partnership in AI. It began with a Satya Nadella message surfaced in the trial: "I don't want to be Intel and have OpenAI be Microsoft." The escape hardware is already shipping. "Partnerships like that don't last forever. OpenAI wants to be a trillion-dollar public company... They want to have the freedom to operate and be able to buy compute from all sorts of other places, build their own compute, partner with whoever they want." "We've made the decision the early part of last year, which obviously informed all the contract negotiations, which then all got resolved and signed in October." "We now are able to manufacture and ship a chip that is 30% cheaper than a GB200 inside of our own clusters." "The MAI-Thinking-1 model that we've just released actually delivers 1.4x performance per watt improvement on top of the 30% improvement that you get from running on a Maia 200, once we co-optimize the models for our tasks." Microsoft watched Windows commoditize Intel and is refusing the Intel seat this time: own silicon, own frontier model, co-designed end to end. The open question is which gap closes first: OpenAI building Microsoft's enterprise distribution, or Microsoft catching OpenAI's frontier models. - Mustafa Suleyman (Mustafa Suleyman), CEO of Microsoft AI, on Decoder with Nilay Patel (nilay patel)

Karl Mehta

56,899 次观看 • 2 个月前