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⭐️ Models: Bella Mur #Lana_Banana JACK23 😈 Director: Mr. Mr. Murkovski 🧩 Production: #Bella_Mur_Stories 🟧 🟦

39,229 просмотров • 10 месяцев назад •via X (Twitter)

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#bailu addresses fans' concerns and shares more about kai dao tu mi ! alright, alright! let me first introduce our drama series to everyone. as most of you already know, our show is adapted from yishu's novel kai dao tu mi (the last blossom). over the past few days during our script read-throughs and costume fitting tests, our production team has seen all the feedback and styling suggestions you've shared online. what i really want to tell you today is that in kai dao tu mi, as you know, yun na starts off as an 8th-grader. so, my current hairstyle is actually for yun na's college days! don't worry, don't be impatient! what i want to share is that when yun na officially enters society, she debuts with a super chic, iconic short hairstyle! because of our timeline, we can't really go for big wavy curls or anything like that. but that short hairstyle is going to absolutely blow you away! our styling shifts naturally as the character grows. so when you see photos coming out later, i hope you'll understand our vision! also, our story is set roughly between 1995 and 1999. so it's not modern-day per se, but rather has that nostalgic late-'90s guangdong vibe. having worked with director mu and our main cast these past few days, i can tell you everyone is genuinely amazing. you can rest assured! with our costume supervisor, mr. tian, and our screenwriter, mr. lu tian, we share one common goal: to create a truly great show. we're working hard to make this project something special and unique!

blue

11,154 просмотров • 2 месяцев назад

$VET, #VeFam. In this video, I demonstrate in less than 4:30 minutes how to create an AI agent on veworld(.)ai. Watch me build a Mr. Robot Monologue Writer agent. If you haven't seen Mr. Robot, I suggest you watch it! This is just early bird access. The options for tools and integrations and such are limited, but what exists is already working quite well. The process is easy peasy. The UI is simple, but effective. It asks you for... 1. Role & Purpose 2. Voice & Style 3. Behavior 4. Rules 5. Tags 6. Avatar image 7. Welcome text. 8. Test drive before publication. ... and that's about it. This free version lets you have at most 3 agents, I am told. This implies that there is also a paid version. I'm all for it, because it sounds to me like VeChain is ready to do real business! I am providing feedback to Jérôme Grillères in order to help improve VeChain's AI agent marketplace. I didn't have to set up anything. The web UI is all I needed! The agent is running on Claude Sonnet 3.7. I did not have to provide a Claude API key. We seem to be riding along on VeChain's. I hope there'll be a choice for more models, including ChatGPT, in the future. This is so user friendly, that I can easily imagine that this would take off in a big, big way. I'm definitely building on this, when it goes into production with full features. Even if my own AI agents aren't successful, then I'm sure others' will be. And that means the $VET / $VTHO / $B3TR flywheel is going to take off in a big, big way. I, for one, am here for it. (See the reply below for the listing of the AI agent I just created.)

₿lackthorne AI

16,741 просмотров • 3 месяцев назад

“Battle After Battle” wins Best Picture. Who else took home an Oscar? The 98th Academy Awards ceremony took place in Los Angeles. The top prize — Best Picture — went to “Battle After Battle.” Its director Paul Thomas Anderson also won Best Director. 🎭 Best Actor — Michael B. Jordan (“Sinners”) 🎭 Best Actress — Jessie Buckley (“Hamnet: The Story That Inspired Hamlet”) 🎭 Best Supporting Actor — Sean Penn (“Battle After Battle”) 🎭 Best Supporting Actress — Amy Madigan (“Weapons”) 🎬 Best Original Screenplay — “Sinners” 🎬 Best Adapted Screenplay — “Battle After Battle” 🌍 Best International Feature Film — “Sentimental Value” (Norway) 🎞 Best Documentary Feature — “Mr. Nobody Against Putin” 🎭 Best Costume, Makeup and Production Design — “Frankenstein” The biggest winner of the night was “Battle After Battle,” taking home six Oscars. Interestingly, one of the favorites in the acting categories this year was Timothée Chalamet (“Marty the Magnificent”), but the award ultimately went to Michael B. Jordan for “Sinners.” Just days before the ceremony, Chalamet found himself at the center of controversy over remarks about opera and ballet that may have cost him the Academy’s vote. “I don’t want to work in ballet, or opera, or any other industry that has to be artificially kept alive even if no one cares about it,” the actor said. Sean Penn, who won Best Supporting Actor for “Battle After Battle,” did not attend the ceremony. According to The New York Times, he traveled to Europe to visit Ukraine. It is Penn’s third Oscar, making him one of the most decorated actors.

NEXTA

81,908 просмотров • 6 месяцев назад

🚨BOMBSHELL: Erika Kirk Secret MEETINGS With Jeffrey Epstein EXPOSED—What Was She REALLY Doing at Next Modeling Agency in NY?! 😱 Wow guys, Candace Owens just lit up Erika Kirk; showing PROOF she knew Jeffrey Epstein. Erika Kirk's life is a WEB of "coincidences" tying her DIRECTLY to Jeffrey Epstein's elite pedo network. Candace's tipster hunch? Spot on—Erika was spotted meeting Epstein at Next Model Management in NYC. What was she doing? Sourcing girls for Epstein's trafficking ring? Next was crawling with Eastern European models Epstein preyed on, and his BFF Faith Kates (emails galore) ran the place. Epstein "helped" the agency—trafficking cover 101! Candace digs DEEP: Erika's Miss Arizona win in 2011? Staged like Epstein's emails prove for Miss North Carolina—winners pre-decided. Trump owned the pageant Erika competed in (50% with NBC), and Epstein/Trump's bond? All pageants, modeling, parties. Epstein emails: Hand-picking girls! More "coincidences": 2010: Epstein starts trafficking Romanian models—same year Erika's cousin Lt. Col. Dennis Frantzve leads US base in Constanța, Romania (later accused of underage brothel under Col. Otto Busher). Tyler Bowyer parties with Romanian models/politicians there. Tyler gets AZ Board of Regents spot—ASU gets Epstein cash for Origins Project. Erika enrolls ASU 2011, wins Miss AZ months later—then partners with US Marines in Romania for "charity" (Romanian Angels Project). Why Marines for gifts? Cover? 2014-15: Erika tweets as "casting director" in LA—around Mark Burnett (Trump's Apprentice producer, Epstein ties). 2018: Erika gets NY real estate license, joins Corcoran Group—premiere elite firm in Epstein's emails HUNDREDS of times. Run by Linda Rothschild—Epstein worked for Rothschilds! Erika's lineage? Rothschild too. Zero deals closed—what was she REALLY doing? Trafficking? Laundering? Erika knew Trump, Epstein, Tyler Bowyer PRE-Charlie. Military op? Handlers from day 1? And that White House meeting? Andrew Kolvet fakes live show with Kash Patel (Mr. 33) day before Epstein files drop. Gaslighting: Pre-recorded to hide DC meetup—files related? Heavily redacted, incomplete. This ain't coincidence—it's a SCRIPTED betrayal. Erika: Epstein's pageant puppet, handler for Charlie? Wake up—deep state ties everywhere! Watch the FULL episode, connect dots, demand truth. Candace is unraveling the matrix! Follow Candace Owens and RT if yopur mind is blown too!

Project Constitution

171,552 просмотров • 6 месяцев назад

On behalf of the Lagos State government, the Ministry of the Environment and Water Resources today signed a Memorandum of Understanding (MoU) with Lafarge Africa PLC for the collection of non-recyclable combustible waste round the state and landfill sites, a significant step towards achieving a zero waste future for Lagos State. Through this partnership, Lafarge Africa will collect and treat non-recyclable and combustible waste from companies and Lagos State dumpsites and divert it to its Ewekoro Plant for use as an alternative fuel for production. This landmark milestone will enable Lafarge Africa support The Lagos State Govt ’s vision of a cleaner Lagos in line with the Lagos Waste Management Authority’s ambitious zero waste to landfill objective. This new agreement reiterates the commitment of the Babajide Sanwo-Olu led administration’s to continually reduce the quantum of waste that gets to landfills, ultimately leading to zero waste landfill sites. The state government is determined to continually pay special attention to wastes conversion in the state. The Lagos State Government in recent past had also signed MoU to help decommission existing landfill, MoU to convert waste to energy, MoU with a Dutch company to take off electronic waste. We are addressing the issues of waste frontally at the states; waste sorting is a culture and it is a culture that you must imbibe and build over time; separation of waste is here to stay. The MoU's benefits are wide-ranging, including the availability of reliable alternative fuel sources, cost efficiency, regulatory compliance, and alignment with ESG goals. Present at the MoU signing were the Chief Executive Officer, LAFARGE Africa PLC, Mr. Lolu Alade-Akinyemi, Special Adviser on Environment, Olakunle Rotimi-Akodu; Permanent Secretaries, Office of Environmental Services, Dr. Gaji Omobolaji and Office of Drainage Services, Engr. Mahamood Adegbite; GM LASPARK, Mrs. Adetoun Popoola;MD Water Corporation, Engr. Mukhtaar Tijani; GM LASWAMO, Engr. Adefemi Afolabi; Executive Director Operations, Lagos Water Corporation, Engr. Lanke Taiwo and other directors in the Ministry and from LAFARGE Africa.

Tokunbo Wahab

17,112 просмотров • 1 год назад

First Lady Asifa Bhutto Zardari Reaffirms Support for WFP’s Efforts to Advance Zero Hunger in Pakistan A delegation of the United Nations World Food Programme (WFP), led by Ms. Anita Hirsch, Representative and Country Director, WFP Pakistan, called on the Honourable First Lady of Pakistan, H.E. Asifa Bhutto Zardari, in Karachi today. The meeting was also attended by Senator Sherry Rehman; Sindh Minister for Education Syed Sardar Ali Shah; Mayor Karachi Barrister Murtaza Wahab; and Mr. Irfan Soomro, Director General, Ministry of Foreign Affairs. The First Lady was briefed on WFP’s work in nutrition, food security, school meals and climate resilience, particularly its collaboration under the Benazir Nashonuma Programme (BNP). Since its inception, BNP has reached over three million women and children nationwide, including more than 1.7 million beneficiaries across Sindh. The delegation also highlighted WFP’s US$40 million School Meals Programme, targeting 100,000 children in 614 government schools in Malir and Keamari, as well as interventions addressing acute malnutrition, micronutrient deficiencies, WASH and climate resilience. The First Lady underscored the importance of the Benazir Nashonuma Programme and its complementarity with the mandates of UN agencies working in Pakistan, particularly towards achieving SDG 2: Zero Hunger. She stressed the need for an integrated approach to maternal and child health, breastfeeding, immunisation, nutrition, early childhood development and the reduction of infant mortality and stunting. She also highlighted the importance of accessible paediatric healthcare, including the work of the ChildLife Foundation, and called for greater national attention to population growth and its implications for health, education and development. Welcoming WFP’s School Meals Programme, the First Lady expressed particular interest in centralised kitchen models and proposed greater emphasis on school-based agriculture and kitchen gardens, allowing children to learn about nutrition, agriculture and healthy food through practical experience. Referring to the devastating floods of 2022, the First Lady emphasised Pakistan’s climate vulnerability and the importance of moving from disaster response towards early warning, anticipatory action and community resilience. She highlighted Sindh’s programme to construct around 2.1 million flood-resilient homes, with ownership provided to women of beneficiary households, and the leadership of Chairman Bilawal Bhutto Zardari in advancing the initiative. She also highlighted the Government of Sindh’s development and social-sector interventions, particularly in Thar. The WFP delegation briefed the First Lady on anticipatory action, disaster-risk financing, early-warning systems, climate-resilient agriculture and measures to protect livelihoods and livestock from natural disasters. WFP’s programmes also support kitchen gardening, community food security and women-led livelihoods in flood-affected areas. The First Lady reaffirmed her strong support for WFP’s efforts towards achieving Zero Hunger in Pakistan and assured the delegation that she would lend her voice to advocacy and public-awareness initiatives supporting nutrition and food security nationwide. She also expressed her continued support for WFP’s ShareTheMeal initiative, to which she has personally contributed, and stressed the importance of sustained cooperation between the Government, the United Nations and development partners to ensure that Pakistan’s most vulnerable women and children have access to adequate nutrition, healthcare and education. ⸻

The President of Pakistan

11,202 просмотров • 19 дней назад

First Lady Asifa Bhutto Zardari Reaffirms Support for WFP’s Efforts to Advance Zero Hunger in Pakistan Karachi, 16 September 2026: A delegation of the United Nations World Food Programme (WFP), led by Ms. Anita Hirsch, Representative and Country Director, WFP Pakistan, called on the Honourable First Lady of Pakistan, H.E. Aseefa B Zardari, in Karachi today. The meeting was also attended by Senator Sherry Rehman; Sindh Minister for Education Syed Sardar Ali Shah; Mayor Karachi Barrister Murtaza Wahab; and Mr. Irfan Soomro, Director General, Ministry of Foreign Affairs. The First Lady was briefed on WFP’s work in nutrition, food security, school meals and climate resilience, particularly its collaboration under the Benazir Nashonuma Programme (BNP). Since its inception, BNP has reached over three million women and children nationwide, including more than 1.7 million beneficiaries across Sindh. The delegation also highlighted WFP’s US$40 million School Meals Programme, targeting 100,000 children in 614 government schools in Malir and Keamari, as well as interventions addressing acute malnutrition, micronutrient deficiencies, WASH and climate resilience. The First Lady underscored the importance of the Benazir Nashonuma Programme and its complementarity with the mandates of UN agencies working in Pakistan, particularly towards achieving SDG 2: Zero Hunger. She stressed the need for an integrated approach to maternal and child health, breastfeeding, immunisation, nutrition, early childhood development and the reduction of infant mortality and stunting. She also highlighted the importance of accessible paediatric healthcare, including the work of the ChildLife Foundation, and called for greater national attention to population growth and its implications for health, education and development. Welcoming WFP’s School Meals Programme, the First Lady expressed particular interest in centralised kitchen models and proposed greater emphasis on school-based agriculture and kitchen gardens, allowing children to learn about nutrition, agriculture and healthy food through practical experience. Referring to the devastating floods of 2022, the First Lady emphasised Pakistan’s climate vulnerability and the importance of moving from disaster response towards early warning, anticipatory action and community resilience. She highlighted Sindh’s programme to construct around 2.1 million flood-resilient homes, with ownership provided to women of beneficiary households, and the leadership of Chairman Bilawal Bhutto Zardari in advancing the initiative. She also highlighted the Government of Sindh’s development and social-sector interventions, particularly in Thar. The WFP delegation briefed the First Lady on anticipatory action, disaster-risk financing, early-warning systems, climate-resilient agriculture and measures to protect livelihoods and livestock from natural disasters. WFP’s programmes also support kitchen gardening, community food security and women-led livelihoods in flood-affected areas. The First Lady reaffirmed her strong support for WFP’s efforts towards achieving Zero Hunger in Pakistan and assured the delegation that she would lend her voice to advocacy and public-awareness initiatives supporting nutrition and food security nationwide. She also expressed her continued support for WFP’s ShareTheMeal initiative, to which she has personally contributed, and stressed the importance of sustained cooperation between the Government, the United Nations and development partners to ensure that Pakistan’s most vulnerable women and children have access to adequate nutrition, healthcare and education

PPP Digital Media

12,967 просмотров • 19 дней назад

In a newly released technical update, SpaceX's leadership team, which includes communications manager Dan Huot, Director of Satellite Engineering Ian Dahl, and CEO Elon Musk, detailed a highly ambitious infrastructure roadmap to design, manufacture, and operate specialized artificial intelligence computing satellites at scale. Positioned as a major strategic pillar to dramatically elevate civilizational energy and processing capacity on the Kardashev scale, this strategy moves past traditional communications architectures into massive orbital server arrays. Here is the complete breakdown of the core technologies and timelines driving this space-based intelligence revolution: 🛰️ AI1 satellite power and compute capacity Ian Dahl and Elon Musk introduced the baseline performance targets for the first-generation AI1 satellite, explaining how its custom hardware is engineered to operate like an orbital data center server rack. Ian Dahl noted that their direct operational experience with xAI guided them to target a 150-kilowatt peak power capacity. To manage active machine learning workloads continuously, Elon Musk explained that the satellite is optimized to maintain a sustained average compute power envelope of 120 kilowatts, which directly mirrors the real-world performance of a terrestrial NVIDIA server rack. The official presentation slides outline several key operational metrics for this payload configuration: ⚡ The custom architecture delivers a 150 kW peak compute payload. 🔋 The system maintains a 120 kW sustained average compute payload under active workloads. ⚖️ The hardware achieves a highly optimized power-to-weight density of 70 kW per ton. 🔄 The layout features a completely interchangeable compute provider design. "We thought that the right place to start is around the 150 kilowatt peak power level. But as we look at the workloads with our experience with xAI, we see that we can support about 120 kilowatts of average compute. The 150 kilowatt peak power level roughly matches what, say, an NVIDIA GV300 rack would do. A more reasonable operating envelope would be around 120 kilowatts average power, but it can peak up to 150. So it is basically thinking about it as a rack of compute in space." --- 📐 AI1 satellite dimensions and thermal efficiency specs Elon Musk detailed the physical layout of the AI1 satellite, highlighting the massive dimensions required to accommodate its immense power and cooling hardware. He shared specific design criteria, explaining that the engineering relies on a custom 150 kW solar array paired with a high-capacity deployable liquid radiator thermal management system. The technical specifications of this vehicle layout include: 📏 The structural frame features a massive 70-meter wingspan. ↕️ The vehicle spans a total deployed height of 20 meters. ☀️ The onboard solar array delivers an efficiency of 250 W/m² using technology manufactured in Bastrop, Texas. 🌡️ The thermal system utilizes a 110 m² deployable liquid radiator to cleanly dump waste heat. 🔄 The cooling architecture incorporates redundant pumping loops for mission safety. 🛡️ The exterior contains integrated micrometeoroid shielding to protect the fluid lines. 🧭 The double-sided radiators achieve a dissipation rate of 1400 watts per square meter while remaining oriented knife-edge to the sun. "The assumptions here are 250 watts per square meter for the solar array and about 1400 watts per square meter for the radiators. The radiators are double-sided, radiating on both sides, and they're oriented knife-edge to the sun. They have about a 70-meter wingspan, so these are fairly large." --- 🧩 Simplified design architecture built on Starlink V3 tech Elon Musk explained that despite the satellite's imposing size, its internal architecture is fundamentally much simpler than a standard Starlink satellite. Because it lacks heavy phased array and parabolic communications antennas, the entire vehicle layout is completely streamlined around a few essential structural modules: 🎛️ The hardware framework is arranged around a centralized compute module. ☀️ Large deployable solar arrays extend outward to capture orbital energy. 🌡️ A deployable liquid-radiator thermal management system controls active operational temperatures. 🔄 The engineering team heavily leverages the component evolution and manufacturing experience gained from developing the Starlink V3 vehicle platform. "The AI satellite is actually much simpler than a Starlink satellite. A Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links, making it much more complicated. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. A lot of this is technology we've already made for the Starlink V3 satellites." --- 🔌 Interchangeable compute reference designs and high connectivity Elon Musk outlined a modular hardware approach for the satellite's payload, allowing it to house a variety of industry-standard processing units depending on client requirements. This interchangeable compute rack is supported by a high-bandwidth connectivity loop that links separate orbital units together or transmits data directly back to Earth. The core network parameters include: 🧠 Reference designs are fully established to seamlessly accommodate NVIDIA Reuben chips. 💾 The system architecture is built to support alternative setups using NVIDIA GB300 chips. 💻 Custom hardware layouts are explicitly designed to integrate Google TPUs. 🌐 The onboard communications setup delivers roughly 1 terabit of laser link connectivity. ⏱️ The network closes the communication loop directly with the main Starlink constellation at an ultra-low latency of only 3 milliseconds. "Our current reference design is for NVIDIA Reuben chips, or it could be either GB300 or Reuben chips. We'll also have a reference design for TPUs. Essentially, you can put up any existing chips into orbit. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. Then you can connect these racks of compute to each other by the laser links or directly to the Starlink constellations. Light travels 300 kilometers per millisecond, so that's about three milliseconds away." --- 🏭 The "gigasat" AI satellite and solar production hub in Bastrop, Texas Dan Huot highlighted that the primary production hub for this entire hardware ecosystem is anchored at their sprawling complex in Bastrop, Texas, officially designated as the Gigasat factory. Elon Musk verified that construction is already actively underway on the solar manufacturing facility to feed the project's supply line, with plans moving forward to construct the adjacent AI satellite assembly lines. The physical footprint and timeline of this manufacturing hub are defined by the following benchmarks: 🗺️ The company has over 1,000 acres of land currently owned or under contract for the site. 🏢 The manufacturing complex boasts a massive structural building potential exceeding 11 million square feet. ⚙️ The facility will vertically integrate production to manufacture solar ingots, wafers, solar cells, and completed AI satellites. 📅 Both the solar and AI satellite production lines are targeted to be operational at a viable volume by the end of next year. "We're going to be building a lot of satellites and we're going to be building them here in Bastrop. We already have the solar manufacturing facility under construction, and then we will be building out the AI sat production building soon. We expect to have the AI sat production, the solar production, and all of that operating at some reasonable volume by the end of next year." --- 🏢 The 100-million-square-foot "terafab" chip factory Elon Musk revealed a massive, long-term scaling strategy to build an immense chip manufacturing facility dubbed the "terafab" to completely bypass global semiconductor volume constraints. This manufacturing infrastructure is designed to transition the company into next-generation industrial scaling by producing highly specialized computing components at an unprecedented volume. The scale of this infrastructure project is defined by several extraordinary engineering and production benchmarks: 🏭 The colossal factory is projected to span approximately 100 million square feet, making it ten times larger than the current Tesla Gigafactory Texas. ⚡ The facility is structurally engineered to achieve a massive manufacturing output of 1 terawatt per year once fully operational. 📦 This unprecedented physical footprint provides the capacity required to manufacture 1 billion full-reticle equivalent chips annually. 🔌 Each individual chip manufactured by the facility is designed to run at a power capacity of 1 kilowatt. 🇺🇸 The total scaled output of the facility represents an energy footprint that is exactly double the current annual electricity consumption of the entire United States. "In order to get to the next order of magnitude, you need a gigantic chip factory. To give you a sense of scale here, we expect that the terafab is going to be around 100 million square feet, which is 10 times the size of the Tesla Gigafactory Texas. From a logic die standpoint, that's like having a billion chips per year with a kilowatt per reticle, scaling to a terawatt per year. That is twice the current electricity consumption of the United States." --- 📶 Next-generation high-volume Starlink terminals Dan Huot and Elon Musk introduced their next-generation Starlink user terminals, which have been redesigned specifically to achieve massive manufacturing throughput. Elon Musk pointed out that these newer models will be produced in vastly higher volumes than current hardware designs to fulfill their long-term global deployment targets: 📈 The upgraded user hardware is manufactured at a much higher volume capacity than existing units. 🌍 The company's ultimate target is to successfully deploy a few hundred million of these next-generation terminals worldwide. "In fact, these are the new Starlink terminals, which we made in much higher volume than the current terminals. Ultimately, we think there's probably going to be a few hundred million Starlink terminals out there." --- 📈 Aspirational timeline for orbital AI compute scaling Elon Musk laid out an ambitious, multi-year execution timeline detailing how the company plans to progressively scale space-based processing power. The roadmap targets an initial run-rate by the end of next year and sets an aggressive pace to increase total operational capacity sequentially through a structured, multi-phase timeline: 1️⃣ The initial target aims to hit an annualized run-rate of 1 gigawatt of space AI compute by the end of next year. 2️⃣ The capacity scales to an annualized rate of 10 gigawatts within the next two and a half years. 3️⃣ The operational envelope expands to reach 100 gigawatts in three and a half years. 4️⃣ The long-term deployment plan scales directly to a full terawatt capacity per year using the output of the terafab. "The goal is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then aspirationally, we want to scale that by an order of magnitude per year. In two and a half years, hitting an annualized rate of 10 gigawatts a year in space, and in three and a half years, maybe a hundred gigawatts, going beyond that with the terafab to scale to a terawatt per year." --- 🌕 Ultimate scaling via lunar production and mass drivers Elon Musk explained that scaling three orders of magnitude past a single terawatt forces a transition completely off-planet to avoid the logistical penalty of Earth's deep gravity well. The vision relies on establishing manufacturing infrastructure directly on the moon to leverage localized resource loops and zero-atmosphere physics: 🌙 The company plans to establish localized raw production lines on the moon to fabricate solar panels, photovoltaics, and radiators from lunar materials. ⚡ Manufacturing components locally avoids the massive fuel and mass penalties of transporting heavy structural materials from Earth. 🧲 Because the moon has no atmosphere and only one-sixth of Earth's gravity, the facility will utilize an electromagnetic mass driver to launch completed satellites. 🚀 Operating essentially as a linear electric motor rail gun, this mechanism will shoot fully assembled AI satellites straight into deep space without relying on chemical rockets. "The only way that we can really see that you can achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics, solar panels, and radiators on the moon. Because the moon has no atmosphere and only one-sixth Earth's gravity, you can accelerate the AI satellites into deep space without a rocket. You can basically shoot them into space using an electromagnetic gun, like a rail gun type—it's basically a linear electric motor."

Ming

22,203 просмотров • 3 месяцев назад

$AMD $620/share is too conservative for 2026 🧵 Some quick facts before I dive into this super long thread: $META allocated 42% GPUs to $AMD and 58% to $NVDA OpenAI allocated 6GW(38%) to $AMD and 10GW to $NVDA My $620 PT below by end of 2026 was only for 10-15% market share. I believe $AMD is going to have much much higher market share than I projected. The AI accelerator market is exploding, projected to reach $500 billion by 2028(is now heading $1Tril), driven by insatiable demand for training and inference compute in large language models (LLMs), recommendation systems, and autonomous systems. Nvidia ($NVDA) has long held a stranglehold, commanding over 90% market share through its CUDA ecosystem and superior rack-scale solutions. However, AMD is mounting a formidable challenge, leveraging cost advantages, open-source software momentum, and hyperscaler partnerships to erode Nvidia's moat. Recent deals—such as Meta's ($META) allocation of 42% of its GPU capacity to AMD and OpenAI's commitment to 6GW of AMD compute (versus 10GW for Nvidia)—signal a tipping point. At the forefront is AMD's Instinct MI450 series, a next-generation AI GPU slated for H2 2026 launch, which promises "no-excuses" leadership in training, inference, and distributed workloads. This analysis dissects how AMD will capture more market share and why hyperscalers like $Meta , xAI , Oracle , and others are poised to become voracious buyers of the MI450. AMD's AI GPU revenue has surged from negligible levels in 2022 to an estimated $4-5 billion in 2025, capturing ~6% of the data center GPU market. This growth stems from the Instinct MI300X, which offers 141GB of HBM3 memory and competitive FP8/FP16 performance at 20-30% lower cost than Nvidia's H100. Hyperscalers, facing NVIDIA 's overcharging, have turned to AMD for diversification. Meta, for instance, plans 600,000 H100-equivalent GPUs by end-2024, with ~42% (or 250,000+ units) sourced from AMD's MI300 series for inference tasks like image editing and AI assistants. Similarly, OpenAI's recent multi-year deal commits to 6GW of AMD compute—equivalent to ~300,000-400,000 MI450 GPUs—starting with 1GW in 2026, explicitly to counterbalance its 10GW Nvidia allocation. These aren't one-offs. Microsoft Azure, Amazon AWS, and Oracle Cloud Infrastructure (OCI) have integrated MI300X for AI workloads, with Oracle deploying 30,000 MI355X units in zettascale clusters. xAI, Elon Musk Musk's AI venture, ran 30% of Grok-1's production traffic on MI300X GPUs and has confirmed ongoing purchases. Collectively, these partners represent over $400 billion in projected AI infrastructure spend through 2028, with AMD targeting up to 40% market share. For those that subscribed, I wrote a specific thread on how AMD "secret weapon" is going to change the game in 2026 with an improved designs on all its products, yes AMD has patent on it. Software is the linchpin. AMD's ROCm platform, once derided as "half-baked," now supports day-zero integration for Llama-4, DeepSeek V3, and GPT-OSS models—closing the CUDA gap. Benchmarks show MI355X (MI450 precursor) outperforming Nvidia's B200 in inference by 1.5-2x on memory-bound tasks, at 25-35% lower TCO. For training, MI450's rack-scale IF128 configuration (128 GPUs, 1.4 PB/s intra-rack bandwidth) rivals Nvidia's VR200 NVL144, enabling clusters like xAI's Colossus (scaling to 1M GPUs). My below thread projected Etimated conservative FY 25 revenue: $34-$36B Estimated conservative FY 26 revenue: $55B-$62B Below is why $AMD is revenue is going to be much higher after OpenAI deal. 1. OpenAI 1GW in 2026. With high demand for MI355X at $30,000k+ per unit, with MI450 is likely to be sold in the $45k-$55k. We can safely calcuate 1GW would require roughly 400,000 MI450 GPUs. or Roughly ~$20B revenue in 2026 alone from OpenAI. That would mean $AMD would hit $56B just from one partnership(OpenAI) in 2026 2. $META, the biggest spender on AI Infrastructure right now, Daddy Zuckerberg bought 250,000+ MI300, and is buying MI355X for recommendation engines and Llama training. It is very unlikely for Daddy Zuck to slow down AMD Chips, due to its Inference superiority to NVDA Chips. Most likely we will see at least 300,000-400,000 MI355X ordered from now toward end of H1 2025. And another 300,000-500,000 MI450 by H2 2025. Or ~$20B from just Meta in H2 alone, excluded H1. 3. xAI : Musk confirmed "AMD GPUs work very well" for Grok's small/medium models, with 30% of Grok-1 on MI300X. xAI's Colossus (200K+ GPUs, targeting 1M) and Oracle partnership (via OCI's MI355X cluster) position it for MI450 trials in H1 2026. With $6B funding and Grok integration into Oracle services, xAI could allocate 10-20% ($10B-$15B) to MI450 for distributed inference. We haven't heard the detail from Daddy Elon Musk yet, but most likely not going to be spending less than OpenAI or Sam Altman 4. Oracle ($ORCL): A multi-billion-dollar MI355X deal powers OCI's AI superclusters, with $500B+ remaining performance obligations. Larry Ellison's zettascale ambitions and xAI/OpenAI integrations make Oracle a MI450 anchor tenant—projected 50-100k units ($15B+ spend) for enterprise AI platforms. $ORCL is likely to spend more on the new "secret weapon" due to its capability in AI inference and cost advantage for $500B backlog. 5. Others ( Microsoft , Amazon , Saudi+other countries): Microsoft (Azure MI300X for training) and Amazon ($148B 15-year spend) test MI450 via Stargate ($500B with Oracle/SoftBank). Emerging buyers like G42 (5GW UAE campus), Crusoe, and Hot Aisle add 5-10GW demand. These potentially would add $15B-$30B in 2026 alone. We also need to factor in $TSM supply constraint( $NVDA is TSMC favorite), so $AMD market cap/growth is being tamed by TSMC. So what are you saying Mike, well $AMD 2026 revenue could hit $90-$100B by end of 2026 or nearly 185% growth YoYo. So what does that mean for valuation? I have no idea how Mr. Market gonna value AMD in 2026 with 3 digits growth. My Conservative $620 was my best projection until today with OpenAI partnership. I'm telling you as one of the biggest AMD bull, that I will leave it to "smart money" and other investors to do the price discovery while I'm chilling and writing DDs daily. Lastly, AMD's MI450 isn't hype—it's a calibrated strike at Nvidia's vulnerabilities, amplified by hyperscaler bets like Meta's 42% allocation and OpenAI's 6GW lifeline. By prioritizing inference efficiency, rack-scale innovation, and open ecosystems, AMD will siphon 10-15% share in 2026, scaling to 20%+ as TCO trumps CUDA loyalty. Meta, xAI, Oracle et al. aren't passive; they're active co-designers, betting billions on MI450 to fuel AGI pursuits without Nvidia's premium. For investors, this is AMD's inflection Per Dr. Lisa Su Not Financial Advice!

Mike

711,006 просмотров • 1 год назад

United in the Light - Pi Network GCV Dear Global Pioneers, As we celebrate the significant success of GCV, let’s take a moment to reflect on the amazing contributions highlighted in a video created by the Global GCV CT Video Team Director Miss Diana Qian from Canada. The lyrics were crafted by the head of the Korea GCV Ambassador, Mr. Jin Taek Jun, and the composition was directed by Great PJ. Let’s also revisit the presentations of Dr. Nicolas Kokkalis and Dr. Chengdiao Fan at two conferences: Consensus 2025 in Toronto and Token2049 in Singapore. Dr. Nicolas discussed the implications of AI, while Dr. Fan focused on the future of cryptocurrency, particularly the transition from liquidity to utility. Key aspects of her presentation included: 1. Achieving Real Value: The necessity for cryptocurrencies to surpass mere transactions and liquidity to achieve a real increase in net value through practical applications. 2. Pathways to Innovation: Exploring two main approaches — migrating existing production onto the blockchain and creating new, on-chain productions, particularly in conjunction with advancements in Artificial Intelligence (AI). 3. Pi Network’s Approach: Discussing Pi Network's unique six-year development strategy leading up to the launch of its open network and its initiatives to build decentralized infrastructure that fosters open innovation and equitable participation in the future of blockchain and AI. 4. AI and Blockchain Integration: Highlighting proof-of-concept projects, such as Pi Node operators running AI models for third-party organizations like OpenMind, to establish a "shared intelligence layer." Recently, I’ve watched many videos discussing the significant layoffs of high-level employees as a result of AI replacing their jobs. Presently, programmers who are working hard are creating AI robots to replace themselves, leaving new university graduates who studied coding struggling to find jobs. So, what about Pi Network? Dr. Nicolas recognizes this trend and aims to collaborate with OpenMind to enhance AI technology. The demand for AI is high, and only Pi Network’s decentralized blockchain can truly support it. Can you see Pi Network's value? It has the potential to be a global currency with limitless possibilities. And it will lead the AI industry by our advanced Web 3.0 decentralized blockchain. Now, let’s discuss liquidity. Dr. Fan provided some clarity as above. Pi will indeed function as a currency for utility usage instead of traditional cryptocurrency for liquidity. Why we need to use traditional currency to buy out all Pi 100 billion and then claim that GCV is too high? This misconception arises from a lack of understanding of Pi Network. Many have not read the white paper. They assume that Pi is just another traditional cryptocurrency that only being listed on exchanges for selling and buying, but that is not the case. Pi on exchange market is for massive adoption so that it can be realized for utility as a currency. Only traditional crypto need to calculate liquidity. As I mentioned before, Pi is designed for centuries, or perhaps even thousands of years. Do you know that every year different countries print paper money? If you think back to a century ago, you could hardly imagine that a car would cost between $20,000 to $100,000, while in the past 100 years before, cars only cost hundreds of dollars. When governments lack enough FIAT, they resort to printing more money. That is why you can feel your money cannot buy same amount of goods every year. However, Pi is different—it has a supply designed for centuries. It won't be devaluated. This doesn’t mean all of its supply will flood the market in one day or one year or 10 years, the release can take longer time based on the Pi economy development. Moreover, if you send Pi from the US to China, it takes just one second and incurs minimal fees. Have you ever used SWIFT to transfer money from one country to another? It takes 5 to 7 days and often incurs around 10% in fees. Additionally, fiat currency depreciates quickly, while Pi is unlikely to devalue. There's no reason for everyone to sell all their Pi for fiat currency. It’s understandable for pioneers to sell 1 or 5 Pi initially, but as the ecosystem develops, this need diminishes. Pi is not just an asset to be listed for people to buy; it needs to circulate. Therefore, its value must remain stable. So we have GCV and some anti-GCV individuals should not use liquidity to deny GCV. Because GCV is for utility purpose.. Can you imagine how much wealth we will create in the future with AI and robots integrated into our daily lives? That’s why we must sustain GCV. Otherwise, it cannot support hundreds or thousands years demanding from all more than 200 countries. Pioneers, you are fortunate. While the world grapples with job losses, we see cuts affecting high-income engineers, programmers, bank employees, and accountants — and soon, this will reach labor jobs too. I’ve seen robots already in existence that can cook and do household chores. In China, many services are now performed by robots. So, value your Pi; it could be your safeguard in a time when AI is replacing many jobs. In closing, I want to congratulate everyone — GCV has triumphed! This is not merely my opinion; please take a look at the video. We have community support from over 100 countries and more than 20 million GCV data points created. Please do not doubt our progress. It also has been ins CT code. We do not need CT to give us a GCV or approve GCV. If they can, they would have done so over three years ago. They prefer GCV to be independent from CT. This is the established rule: the crypto creators should not define the value of cryptocurrency; that value can only come from the pioneers — the holders. --- 📷 United in the Light – GCV Confirmed, Pi’s Future Secured! Together, we prepare for the real Pi GCV economy. Doris Yin 🪷🪷🪷

Doris Yin 东方紫莲🪷

15,709 просмотров • 10 месяцев назад