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🔥 NVIDIA ANNOUNCES RTX SPARK: ARM-BASED PROCESSOR WITH RTX 5070-LEVEL GPU, GREAT BATTERY LIFE, AND HIGH AI PERFORMANCE NVIDIA unveiled its new ARM-based RTX Spark processor: • GPU performance equivalent to RTX 5070 • Runs modern games at 1440p with 100 FPS • Strong performance even on battery (no...

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Nvidia announces the new RTX Spark, a new platform powered by the NX1 CPU, and shows off Spark laptops running 007 First Light and Forza 6. The CPU has 20 ARM based cores and a Blackwell RTX GPU with 6144 CUDA Cores. This is the same core count as a 5070, but with 128GB of unified LPDDR5X RAM memory sitting in the same package as the CPU and GPU. The entire Nvidia software stack is available, particularly CUDA, vital for AI. Nvidia's new laptops will likely be ideal for running local LLMs be cause the unified memory means you can load models up to 120-180B parameters (quantized). These laptops are expected to ship later this year and could become strong competitors to high-end MacBooks and even Mac Studios for local AI workloads, thanks to CUDA support and unified memory. Price is unannounced.
2:24

Nvidia announces the new RTX Spark, a new platform powered by the NX1 CPU, and shows off Spark laptops running 007 First Light and Forza 6. The CPU has 20 ARM based cores and a Blackwell RTX GPU with 6144 CUDA Cores. This is the same core count as a 5070, but with 128GB of unified LPDDR5X RAM memory sitting in the same package as the CPU and GPU. The entire Nvidia software stack is available, particularly CUDA, vital for AI. Nvidia's new laptops will likely be ideal for running local LLMs be cause the unified memory means you can load models up to 120-180B parameters (quantized). These laptops are expected to ship later this year and could become strong competitors to high-end MacBooks and even Mac Studios for local AI workloads, thanks to CUDA support and unified memory. Price is unannounced.

Grummz

30,573 görüntüleme • 1 ay önce

Big day for Windows with Microsoft and NVIDIA announcing the next generation of Windows PCs powered by NVIDIA RTX Spark. These devices bring together performance, efficiency, graphics, and on-device AI in thin-and-light designs that make powerful experiences feel faster. RTX Spark delivers 1 petaflop of AI performance, industry-leading performance-per-watt, full stack NVIDIA AI and RTX graphics technology, and up to 128GB of unified memory. And the new Surface Laptop Ultra shows what happens when that power is thoughtfully applied. Creators and developers can move faster, push further, and build richer experiences locally on Windows, without compromise.
0:51

Big day for Windows with Microsoft and NVIDIA announcing the next generation of Windows PCs powered by NVIDIA RTX Spark. These devices bring together performance, efficiency, graphics, and on-device AI in thin-and-light designs that make powerful experiences feel faster. RTX Spark delivers 1 petaflop of AI performance, industry-leading performance-per-watt, full stack NVIDIA AI and RTX graphics technology, and up to 128GB of unified memory. And the new Surface Laptop Ultra shows what happens when that power is thoughtfully applied. Creators and developers can move faster, push further, and build richer experiences locally on Windows, without compromise.

Yusuf Mehdi

14,487 görüntüleme • 1 ay önce

#Battlefield6 NVIDIA DLSS 4 Reveal Trailer 📽️ The game includes support for DLSS 4 with Multi Frame Generation, DLSS Frame Generation, DLSS Super Resolution, DLAA, and NVIDIA Reflex. Desktop GPUs Performance At 4K, Ultra settings, DLSS 4 with Multi Frame Generation and DLSS Super Resolution multiply Battlefield 6's GeForce RTX 50 Series frame rates by an average of 3.8X. ▪️ GeForce RTX 5090 performance rockets to over 470 FPS. ▪️ GeForce RTX 5080 exceeds 330 FPS. ▪️ GeForce RTX 5070 Ti is in touching distance of 300 FPS. ▪️ GeForce RTX 5070 surpasses 230 FPS. At 2560x1440, Ultra settings, DLSS 4 with Multi Frame Generation and DLSS Super Resolution increase Battlefield 6 frame rates by an average of 3X. ▪️ GeForce RTX 5090 runs at almost 600 FPS. ▪️ GeForce RTX 5060 Ti over 240 FPS. At 1920x1080, Ultra settings, the combination of DLSS 4 with Multi Frame Generation and DLSS Super Resolution boost Battlefield 6’s GeForce RTX 50 Series frame rates by an average of 2.9X. ▪️ Allowing every GPU in NVIDIA's line-up to play at over 230 FPS, maxing out at over 740 FPS on the GeForce RTX 5090. Laptop GPUs Performance GeForce RTX 50 Series Laptop GPUs benefit similarly from DLSS 4 with Multi Frame Generation and DLSS Super Resolution, with Battlefield 6 frame rates multiplied by 3X on average at 2560x1600, with Ultra settings, enabling performance of up to 360 FPS. At 1920x1080, Ultra settings, GeForce RTX 50 Series Laptop GPU performance increases by 2.8X on average, enabling Battlefield 6 frame rates to surpass 480 FPS, and the range to run at over 200 frames per second.
0:41

#Battlefield6 NVIDIA DLSS 4 Reveal Trailer 📽️ The game includes support for DLSS 4 with Multi Frame Generation, DLSS Frame Generation, DLSS Super Resolution, DLAA, and NVIDIA Reflex. Desktop GPUs Performance At 4K, Ultra settings, DLSS 4 with Multi Frame Generation and DLSS Super Resolution multiply Battlefield 6's GeForce RTX 50 Series frame rates by an average of 3.8X. ▪️ GeForce RTX 5090 performance rockets to over 470 FPS. ▪️ GeForce RTX 5080 exceeds 330 FPS. ▪️ GeForce RTX 5070 Ti is in touching distance of 300 FPS. ▪️ GeForce RTX 5070 surpasses 230 FPS. At 2560x1440, Ultra settings, DLSS 4 with Multi Frame Generation and DLSS Super Resolution increase Battlefield 6 frame rates by an average of 3X. ▪️ GeForce RTX 5090 runs at almost 600 FPS. ▪️ GeForce RTX 5060 Ti over 240 FPS. At 1920x1080, Ultra settings, the combination of DLSS 4 with Multi Frame Generation and DLSS Super Resolution boost Battlefield 6’s GeForce RTX 50 Series frame rates by an average of 2.9X. ▪️ Allowing every GPU in NVIDIA's line-up to play at over 230 FPS, maxing out at over 740 FPS on the GeForce RTX 5090. Laptop GPUs Performance GeForce RTX 50 Series Laptop GPUs benefit similarly from DLSS 4 with Multi Frame Generation and DLSS Super Resolution, with Battlefield 6 frame rates multiplied by 3X on average at 2560x1600, with Ultra settings, enabling performance of up to 360 FPS. At 1920x1080, Ultra settings, GeForce RTX 50 Series Laptop GPU performance increases by 2.8X on average, enabling Battlefield 6 frame rates to surpass 480 FPS, and the range to run at over 200 frames per second.

Battlefield Bulletin

30,559 görüntüleme • 9 ay önce

$NVDA is entering the consumer PC chip market with RTX Spark, an $ARM based CPU/GPU/AI chip for Windows laptops and mini-PCs. The flagship version includes 20 CPU cores, 6,144 GPU cores, and up to 128GB of unified LPDDR5X memory, aimed at local AI agents, creators, developers, and gaming. Nvidia says 30+ laptops and 10+ desktops are already in development with partners including Microsoft, Dell, HP, Asus, Lenovo, MSI, Acer, and Gigabyte.
2:05

$NVDA is entering the consumer PC chip market with RTX Spark, an $ARM based CPU/GPU/AI chip for Windows laptops and mini-PCs. The flagship version includes 20 CPU cores, 6,144 GPU cores, and up to 128GB of unified LPDDR5X memory, aimed at local AI agents, creators, developers, and gaming. Nvidia says 30+ laptops and 10+ desktops are already in development with partners including Microsoft, Dell, HP, Asus, Lenovo, MSI, Acer, and Gigabyte.

Wall St Engine

108,823 görüntüleme • 1 ay önce

Unsloth AI and NVIDIA are Revolutionizing Local LLM Fine-Tuning: From RTX Desktops to DGX Spark Fine-tune popular AI models faster with Unsloth on NVIDIA RTX AI PCs such as GeForce RTX desktops and laptops to RTX PRO workstations and the new DGX Spark to build personalized assistants for coding, creative work, and complex agentic workflows. The landscape of modern AI is shifting. We are moving away from a total reliance on massive, generalized cloud models and entering the era of local, agentic AI. Whether it is tuning a chatbot to handle hyper-specific product support or building a personal assistant that manages intricate schedules, the potential for generative AI on local hardware is boundless. However, developers face a persistent bottleneck: How do you get a Small Language Model (SLM) to punch above its weight class and respond with high accuracy for specialized tasks? The answer is Fine-Tuning, and the tool of choice is Unsloth. Unsloth provides an easy and high-speed method to customize models. Optimized for efficient, low-memory training on NVIDIA GPUs, Unsloth scales effortlessly from GeForce RTX desktops and laptop all the way to the DGX Spark, the world’s smallest AI supercomputer...... Full analysis: NVIDIA NVIDIA AI NVIDIA AIDev NVIDIAnewsroom Unsloth AI Unsloth
0:40

Unsloth AI and NVIDIA are Revolutionizing Local LLM Fine-Tuning: From RTX Desktops to DGX Spark Fine-tune popular AI models faster with Unsloth on NVIDIA RTX AI PCs such as GeForce RTX desktops and laptops to RTX PRO workstations and the new DGX Spark to build personalized assistants for coding, creative work, and complex agentic workflows. The landscape of modern AI is shifting. We are moving away from a total reliance on massive, generalized cloud models and entering the era of local, agentic AI. Whether it is tuning a chatbot to handle hyper-specific product support or building a personal assistant that manages intricate schedules, the potential for generative AI on local hardware is boundless. However, developers face a persistent bottleneck: How do you get a Small Language Model (SLM) to punch above its weight class and respond with high accuracy for specialized tasks? The answer is Fine-Tuning, and the tool of choice is Unsloth. Unsloth provides an easy and high-speed method to customize models. Optimized for efficient, low-memory training on NVIDIA GPUs, Unsloth scales effortlessly from GeForce RTX desktops and laptop all the way to the DGX Spark, the world’s smallest AI supercomputer...... Full analysis: NVIDIA NVIDIA AI NVIDIA AIDev NVIDIAnewsroom Unsloth AI Unsloth

Marktechpost AI Dev News ⚡

31,551 görüntüleme • 7 ay önce

NVIDIA JUST FEATURED HERMES AGENT AT COMPUTEX 2026. Hermes is integrating with NVIDIA OpenShell and Microsoft security primitives for secure on-device agents on Windows. Dillon Rolnick, CEO of Nous Research: "RTX Spark and NVIDIA OpenShell give Hermes users a powerful and secure environment for agents to run and work alongside you. You realize you're buying a full-fledged assistant, not a typical laptop." RTX Spark specs: → 1 petaflop AI performance → 20-core Grace CPU (built with MediaTek) → Blackwell GPU, 6,144 CUDA cores → 5th gen Tensor Cores with FP4 precision → up to 128GB LPDDR5X unified memory, 300 GB/s → NVLink C2C chip-to-chip interconnect → runs 120B parameter LLMs locally → up to 1M token context window on device → 2x inference speed via multi-token prediction RTX Spark devices ship Fall 2026 from ASUS, Dell, HP, Lenovo, Microsoft Surface, MSI. full NVIDIA press release in the comments. full Hermes setup guide in the article 👇
2:28

NVIDIA JUST FEATURED HERMES AGENT AT COMPUTEX 2026. Hermes is integrating with NVIDIA OpenShell and Microsoft security primitives for secure on-device agents on Windows. Dillon Rolnick, CEO of Nous Research: "RTX Spark and NVIDIA OpenShell give Hermes users a powerful and secure environment for agents to run and work alongside you. You realize you're buying a full-fledged assistant, not a typical laptop." RTX Spark specs: → 1 petaflop AI performance → 20-core Grace CPU (built with MediaTek) → Blackwell GPU, 6,144 CUDA cores → 5th gen Tensor Cores with FP4 precision → up to 128GB LPDDR5X unified memory, 300 GB/s → NVLink C2C chip-to-chip interconnect → runs 120B parameter LLMs locally → up to 1M token context window on device → 2x inference speed via multi-token prediction RTX Spark devices ship Fall 2026 from ASUS, Dell, HP, Lenovo, Microsoft Surface, MSI. full NVIDIA press release in the comments. full Hermes setup guide in the article 👇

YanXbt

45,924 görüntüleme • 1 ay önce

Windows on Arm is finally getting ready for gaming! Fortnite now runs on Snapdragon-powered Windows PCs. It's one of the major changes being rolled out to Windows on Arm PCs. Recently, Microsoft also enabled new CPU features for Windows on Arm emulation tech called 'Prism.' It now exposes AVX/AVX2, which allows high-performance computing. This enables support for game engines and resource-intensive apps that expect AVX and won’t start without it. You’ll see big gains in compatibility and mixed results in speed. Unlike traditional PCs, Snapdragon PCs offer up to 22 hours of battery life with no drop in performance when unplugged.
1:20

Windows on Arm is finally getting ready for gaming! Fortnite now runs on Snapdragon-powered Windows PCs. It's one of the major changes being rolled out to Windows on Arm PCs. Recently, Microsoft also enabled new CPU features for Windows on Arm emulation tech called 'Prism.' It now exposes AVX/AVX2, which allows high-performance computing. This enables support for game engines and resource-intensive apps that expect AVX and won’t start without it. You’ll see big gains in compatibility and mixed results in speed. Unlike traditional PCs, Snapdragon PCs offer up to 22 hours of battery life with no drop in performance when unplugged.

Windows Latest

80,558 görüntüleme • 8 ay önce

Meet the next-gen Razer Blade 18, our most powerful Blade ever, bringing desktop-class performance to a portable form factor: Powered by the Intel® Core™ Ultra 9 290HX PLUS processor and up to NVIDIA® GeForce RTX™ 5090 Laptop Graphics with 24GB VRAM, the Razer Blade 18 is built to power local AI development. From running models and testing agents to accelerating on-device inference, generation, and rapid iteration, it delivers the performance needed to build, create, and push workflows further. Available now exclusively at and RazerStores. #RazerBlade
0:32

Meet the next-gen Razer Blade 18, our most powerful Blade ever, bringing desktop-class performance to a portable form factor: Powered by the Intel® Core™ Ultra 9 290HX PLUS processor and up to NVIDIA® GeForce RTX™ 5090 Laptop Graphics with 24GB VRAM, the Razer Blade 18 is built to power local AI development. From running models and testing agents to accelerating on-device inference, generation, and rapid iteration, it delivers the performance needed to build, create, and push workflows further. Available now exclusively at and RazerStores. #RazerBlade

R Λ Z Ξ R

31,714 görüntüleme • 2 ay önce

For the first time since about 2010 I was sad to not be at Computex this week. I’m genuinely excited about Nvidia's RTX Spark. The idea of having AI agents running locally on a laptop or desktop—not always in the cloud—is one of the most interesting shifts in computing. But—and this is a big BUT!—I’ve also covered tech long enough to remember a lot of promises about the future of the PC. Meanwhile, Apple’s M series have completely reshaped our expectations of performance and battery life. The hardware doesn’t arrive until the fall. I’ll be first in line to test whether this is truly a new era for PCs or just another keynote!
2:15

For the first time since about 2010 I was sad to not be at Computex this week. I’m genuinely excited about Nvidia's RTX Spark. The idea of having AI agents running locally on a laptop or desktop—not always in the cloud—is one of the most interesting shifts in computing. But—and this is a big BUT!—I’ve also covered tech long enough to remember a lot of promises about the future of the PC. Meanwhile, Apple’s M series have completely reshaped our expectations of performance and battery life. The hardware doesn’t arrive until the fall. I’ll be first in line to test whether this is truly a new era for PCs or just another keynote!

Joanna Stern

49,767 görüntüleme • 1 ay önce

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.
0:45

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

27,738 görüntüleme • 1 ay önce

Video: World’s first humanoid robot labor that swaps its own batteries to work endlessly | Jijo Malayil, Interesting Engineering Walker S2 uses dual-battery balancing and standardized modules to boost efficiency and ensure uninterrupted, optimized performance. In a leap for robotics, China’s UBTech has unveiled the Walker S2, the world’s first humanoid robot capable of fully autonomous battery swapping. Designed for non-stop industrial operations, the Walker S2 can replace its own power pack in just three minutes—no human intervention required. Equipped with advanced anthropomorphic bipedal locomotion and a hot-swappable battery system, Walker S2 is built to operate 24/7 across dynamic industrial environments. According to UBTech, the next-generation humanoid robot marks a major milestone in automation, bringing continuous, hands-free performance to the factory floor. In May 2025, UBTech Robotics and Huawei Technologies inked a significant partnership to accelerate the adoption of humanoid robots across China’s factories and households. Uninterrupted robot operations A video posted by the robotics firm opens with the sleek UBTech Walker S2 humanoid robot working in an industrial setting. The highlight, however, is its autonomous battery swap. Walker S2 approaches the charging station, carefully detaches its depleted power pack, and seamlessly installs a fresh one—all within about three minutes—without any human assistance, according to CGTN. The camera captures close-ups of the robot’s articulated limbs and the intelligent battery-handling mechanism, conveying precision and reliability. As the swap completes, Walker S2 resumes its duties, reinforcing the promise of uninterrupted, 24/7 operations in dynamic factory environments. UBTech’s Walker S2 humanoid robot is equipped with advanced dual-battery power balancing technology and uses standardized battery modules to optimize performance, reports CNEVPOST. This dual-battery system allows the robot to automatically switch to a backup battery in case of a main battery failure, ensuring that critical tasks are carried out without interruption. In addition to battery swapping, the robot can intelligently choose between charging and swapping based on task urgency, allowing it to manage energy dynamically and adapt to real-time operational demands. UBTech highlights these features as a step forward in deploying humanoid robots for industrial and domestic applications, combining flexibility, reliability, and autonomy in one intelligent platform. Factory intelligence upgrade Earlier in the year, UBTech unveiled a major advancement in humanoid robot collaboration, claiming the world’s first deployment of multiple humanoids working together across varied industrial tasks. Demonstrated at Zeekr’s 5G-enabled smart factory, the breakthrough centers on UBTech’s “BrainNet” framework, which orchestrates cooperative behavior through a cloud-device intelligence system. BrainNet integrates a “super brain” for high-level decision-making with an “intelligent sub-brain” for distributed multi-robot control. The super brain, powered by a proprietary large-scale multimodal reasoning model, handles complex production-line scheduling and decision-making. Meanwhile, the sub-brain coordinates real-time tasks using cross-field perception and Transformer-based control for dynamic adaptability. Together, they enable the Walker S1 humanoid robots to move beyond isolated operations and perform coordinated tasks with high precision and speed. The system is built on DeepSeek-R1 reasoning technology and trained on real-world data from automotive factory settings. Leveraging Retrieval-Augmented Generation (RAG), the model adapts to specific job functions and improves scalability across workstations. At Zeekr’s facility, dozens of Walker S1s now collaborate on tasks like assembly, inspection, and part handling. Using semantic VSLAM and shared mapping, they coordinate seamlessly via vision-based navigation and agile manipulation. UBTech says this marks a transition to “Practical Training 2.0,” where humanoid robots operate as a swarm, maximizing efficiency and setting the stage for next-generation intelligent manufacturing.
1:04

Video: World’s first humanoid robot labor that swaps its own batteries to work endlessly | Jijo Malayil, Interesting Engineering Walker S2 uses dual-battery balancing and standardized modules to boost efficiency and ensure uninterrupted, optimized performance. In a leap for robotics, China’s UBTech has unveiled the Walker S2, the world’s first humanoid robot capable of fully autonomous battery swapping. Designed for non-stop industrial operations, the Walker S2 can replace its own power pack in just three minutes—no human intervention required. Equipped with advanced anthropomorphic bipedal locomotion and a hot-swappable battery system, Walker S2 is built to operate 24/7 across dynamic industrial environments. According to UBTech, the next-generation humanoid robot marks a major milestone in automation, bringing continuous, hands-free performance to the factory floor. In May 2025, UBTech Robotics and Huawei Technologies inked a significant partnership to accelerate the adoption of humanoid robots across China’s factories and households. Uninterrupted robot operations A video posted by the robotics firm opens with the sleek UBTech Walker S2 humanoid robot working in an industrial setting. The highlight, however, is its autonomous battery swap. Walker S2 approaches the charging station, carefully detaches its depleted power pack, and seamlessly installs a fresh one—all within about three minutes—without any human assistance, according to CGTN. The camera captures close-ups of the robot’s articulated limbs and the intelligent battery-handling mechanism, conveying precision and reliability. As the swap completes, Walker S2 resumes its duties, reinforcing the promise of uninterrupted, 24/7 operations in dynamic factory environments. UBTech’s Walker S2 humanoid robot is equipped with advanced dual-battery power balancing technology and uses standardized battery modules to optimize performance, reports CNEVPOST. This dual-battery system allows the robot to automatically switch to a backup battery in case of a main battery failure, ensuring that critical tasks are carried out without interruption. In addition to battery swapping, the robot can intelligently choose between charging and swapping based on task urgency, allowing it to manage energy dynamically and adapt to real-time operational demands. UBTech highlights these features as a step forward in deploying humanoid robots for industrial and domestic applications, combining flexibility, reliability, and autonomy in one intelligent platform. Factory intelligence upgrade Earlier in the year, UBTech unveiled a major advancement in humanoid robot collaboration, claiming the world’s first deployment of multiple humanoids working together across varied industrial tasks. Demonstrated at Zeekr’s 5G-enabled smart factory, the breakthrough centers on UBTech’s “BrainNet” framework, which orchestrates cooperative behavior through a cloud-device intelligence system. BrainNet integrates a “super brain” for high-level decision-making with an “intelligent sub-brain” for distributed multi-robot control. The super brain, powered by a proprietary large-scale multimodal reasoning model, handles complex production-line scheduling and decision-making. Meanwhile, the sub-brain coordinates real-time tasks using cross-field perception and Transformer-based control for dynamic adaptability. Together, they enable the Walker S1 humanoid robots to move beyond isolated operations and perform coordinated tasks with high precision and speed. The system is built on DeepSeek-R1 reasoning technology and trained on real-world data from automotive factory settings. Leveraging Retrieval-Augmented Generation (RAG), the model adapts to specific job functions and improves scalability across workstations. At Zeekr’s facility, dozens of Walker S1s now collaborate on tasks like assembly, inspection, and part handling. Using semantic VSLAM and shared mapping, they coordinate seamlessly via vision-based navigation and agile manipulation. UBTech says this marks a transition to “Practical Training 2.0,” where humanoid robots operate as a swarm, maximizing efficiency and setting the stage for next-generation intelligent manufacturing.

Owen Gregorian

35,637 görüntüleme • 1 yıl önce

Hey everyone, today I want to introduce a project that’s aiming to redefine how we access compute for AI — it’s called GPUAI. 🔶 GPUAI: Unlocking Global GPU Power for the AI Era GPUAI isn’t just another GPU marketplace or leasing service. It’s a fully decentralized protocol that connects idle GPU resources around the world — from gaming PCs to data center clusters — and transforms them into a high-performance compute network for AI workloads. 🧠 Why does it matter? Right now, the biggest bottleneck in AI isn’t algorithms — it’s access to compute. Training and running models requires massive GPU power, but it’s locked up in centralized cloud platforms, expensive and hard to access for smaller teams. With GPUAI, anyone can tap into a global GPU pool that’s: ✅ Fully decentralized ✅ Reputation-based and smart contract coordinated ✅ Encrypted and secure ✅ Token-incentivized — meaning contributors get rewarded in $GPUAI 📈 For developers, it’s a flexible way to access GPU compute for training, inference, and more — without cloud lock-in. 💰 For GPU owners, it’s a chance to monetize idle hardware that would otherwise go unused. The protocol is live, the apps are active, and the ecosystem is growing fast. 🌐 Try it yourself at 📖 Learn more on 🎮 Play our community games at This is real infrastructure for the future of AI, not hype. Follow them and explore their mission of decentralized computing at Tell me what you think - if you have a GPU, you can start profiting now. #GPUAI #Web3Infrastructure #AIComputing #DePIN #Decentralization
1:25

Hey everyone, today I want to introduce a project that’s aiming to redefine how we access compute for AI — it’s called GPUAI. 🔶 GPUAI: Unlocking Global GPU Power for the AI Era GPUAI isn’t just another GPU marketplace or leasing service. It’s a fully decentralized protocol that connects idle GPU resources around the world — from gaming PCs to data center clusters — and transforms them into a high-performance compute network for AI workloads. 🧠 Why does it matter? Right now, the biggest bottleneck in AI isn’t algorithms — it’s access to compute. Training and running models requires massive GPU power, but it’s locked up in centralized cloud platforms, expensive and hard to access for smaller teams. With GPUAI, anyone can tap into a global GPU pool that’s: ✅ Fully decentralized ✅ Reputation-based and smart contract coordinated ✅ Encrypted and secure ✅ Token-incentivized — meaning contributors get rewarded in $GPUAI 📈 For developers, it’s a flexible way to access GPU compute for training, inference, and more — without cloud lock-in. 💰 For GPU owners, it’s a chance to monetize idle hardware that would otherwise go unused. The protocol is live, the apps are active, and the ecosystem is growing fast. 🌐 Try it yourself at 📖 Learn more on 🎮 Play our community games at This is real infrastructure for the future of AI, not hype. Follow them and explore their mission of decentralized computing at Tell me what you think - if you have a GPU, you can start profiting now. #GPUAI #Web3Infrastructure #AIComputing #DePIN #Decentralization

The Crypto GEMs

69,984 görüntüleme • 1 yıl önce

The demand for AI capabilities is outpacing the computational capacity available today. As workloads become more complex, small language models are growing larger, with longer input sequences and rising resource demands. The relentless pursuit of near zero latency is now mission-critical as domain-specific models advance. This challenge inspired us to design something radically different — Strix Halo. In deep co-engineering partnership with HP, we’re incredibly proud to power the new ZBook Ultra G1a, the world’s best mobile workstation, and the Z2 Mini G1a, the world’s best mini workstation. Strix Halo shatters the limits of mobile performance, bringing workstation-level power into thin and light laptops. By unlocking access to 128GB of unified memory between CPU and GPU combined with 256GB/s of memory bandwidth, Strix Halo enables architects, engineers, creatives, and data scientists to tackle massive datasets, complex simulations, and AI workflows without compromise. Strix Halo is the world’s first AI PC processor capable of running 70 billion parameter models. Just five years ago, this kind of inference computing required a room full of servers — today, it fits in your backpack. This is a major step forward in the future of AI PCs. Stay tuned as we continue to break boundaries 🚀 #TogetherWeAdvance AMD
0:58

The demand for AI capabilities is outpacing the computational capacity available today. As workloads become more complex, small language models are growing larger, with longer input sequences and rising resource demands. The relentless pursuit of near zero latency is now mission-critical as domain-specific models advance. This challenge inspired us to design something radically different — Strix Halo. In deep co-engineering partnership with HP, we’re incredibly proud to power the new ZBook Ultra G1a, the world’s best mobile workstation, and the Z2 Mini G1a, the world’s best mini workstation. Strix Halo shatters the limits of mobile performance, bringing workstation-level power into thin and light laptops. By unlocking access to 128GB of unified memory between CPU and GPU combined with 256GB/s of memory bandwidth, Strix Halo enables architects, engineers, creatives, and data scientists to tackle massive datasets, complex simulations, and AI workflows without compromise. Strix Halo is the world’s first AI PC processor capable of running 70 billion parameter models. Just five years ago, this kind of inference computing required a room full of servers — today, it fits in your backpack. This is a major step forward in the future of AI PCs. Stay tuned as we continue to break boundaries 🚀 #TogetherWeAdvance AMD

Jack Huynh

11,960 görüntüleme • 1 yıl önce

$AMD Strategic Price Positioning Long🧵 AMD is increasingly the most hated semi stock that can rival $NVDA dominance in GPUs and software(Cuda v. ROCm). $AMD is also the most under-owned among all Funds in 2025 according to Bank of America! For what I learnt for years as an investor with Dr. Lisa Su, all analysts and market are underestimate Dr. Su leadership. $AMD is capable of raising price, making high quality hardware with software. Dr. Su or AMD choice to adopt a lower price strategy to gain market share is a deliberate and multifacets approach rooted in competitive positioning, market dynamics, and long-term growth objectives. As an investor, it may take time like CPUs and embedded to see margin improving. 1. . Penetration Pricing to Challenge Dominant Competitors AMD has historically positioned itself as a cost-effective alternative to dominant players like Intel in CPUs and Nvidia in GPUs. By setting prices lower than competitors, AMD aims to attract customers and quickly gain market share. This is a classic penetration pricing strategy, where the goal is to capture a significant portion of the market by offering high-performance products at a lower price point. ~CPU Market Example: When AMD launched its Ryzen processors in 2017, it priced them competitively compared to Intel's Core processors, emphasizing a better price-to-performance ratio. Ryzen CPUs offered higher core counts and multi-core performance at lower prices, appealing to cost-conscious consumers, gamers, and professionals. This strategy helped AMD increase its CPU market share to 16.6% by early 2025, narrowing the gap with Intel. ~GPU Market Context: In the GPU market, where Nvidia holds an 88% share compared to AMD's 12%, AMD has been criticized for not launching GPUs at low enough prices to compete effectively. However, posts on X and articles suggest AMD is shifting its GPU strategy to focus on mainstream, cost-effective products rather than high-end enthusiast segments, aiming to regain market share through competitive pricing. 2. Appealing to Cost-Conscious Market Segments AMD targets price-sensitive customers, including gamers, small businesses, and enterprises looking for high-performance computing at a lower cost. This is particularly effective in segments where performance is critical, but budgets are constrained. ~Value Proposition: AMD’s Ryzen and EPYC processors, as well as Radeon GPUs, are designed to deliver performance comparable to or better than competitors in specific workloads (e.g., multi-core processing or AI compute) at a lower price. For example, Ryzen processors have been noted for their superior multi-core performance compared to Intel CPUs at similar or lower price points, making them attractive for tasks like video editing or gaming. ~AI and Data Center: In the AI and data center markets, AMD’s cost-effective Instinct MI300X GPUs and EPYC CPUs target enterprises seeking affordable alternatives to Nvidia’s expensive AI ecosystem. This strategy taps into an underleveraged market segment that Nvidia’s broad, premium-priced AI solutions may not fully address. 3. Building Scale and Developer Support AMD’s leadership, including Jack Huynh, has emphasized the importance of scale—gaining a larger market share to attract developer support and optimize software ecosystems. A lower price strategy helps AMD achieve this by increasing adoption among consumers and enterprises. ~Gaming GPUs: By focusing on mainstream GPUs with competitive pricing (e.g., targeting an 80% addressable market rather than the high-end 10%), AMD aims to build a larger user base. This scale encourages developers to optimize games for AMD’s technologies, such as FSR 3 (FidelityFX Super Resolution) and Anti-Lag 2, improving the ecosystem and competitiveness against Nvidia’s CUDA platform. ~Open Ecosystem in AI: AMD’s open-source ROCm platform contrasts with Nvidia’s proprietary CUDA, appealing to developers who prefer flexibility. Lower-priced hardware makes it easier for developers to adopt AMD’s solutions, fostering a broader AI software ecosystem. 4. Historical Context and Brand Positioning Since its founding in 1969, AMD has positioned itself as a challenger brand, often acting as a “second source” supplier to Intel. This role required competitive pricing to gain a foothold in markets dominated by established players. Over time, AMD has built a reputation for quality and affordability, reinforced by products like the Am9080 (a reverse-engineered Intel 8080) and modern Ryzen and EPYC lines. This historical strategy of undercutting competitors’ prices while delivering comparable performance continues to define AMD’s approach. 5. Countering Competitor Dominance AMD operates in highly competitive markets where Intel and Nvidia have significant advantages in brand recognition, market share, and ecosystems. A lower price strategy is a pragmatic way to disrupt this in CPUs: ~Intel’s historical dominance in the CPU market (servers, desktops, and laptops) has been challenged by AMD’s Ryzen and EPYC processors, which offer better value. For instance, AMD’s EPYC CPUs have driven a 122% year-over-year revenue increase in the data center segment, partly due to their cost-effectiveness, helping AMD capture 94% of CPU sales at some retailers. ~Nvidia in GPUs: Nvidia’s 88% GPU market share and premium pricing (e.g., high-end GPUs like the RTX 4090) leave room for AMD to compete in the mid-to-low range. However, AMD’s failure to launch GPUs at sufficiently low prices (e.g., the RX 7900 XT at $900 instead of its current $680) has limited its success, prompting a strategic shift toward more aggressive pricing in future RDNA 4 GPUs. 6. Market Share as a Long-Term Investment AMD’s lower price strategy is not just about immediate sales but also about long-term market positioning. By capturing market share, AMD can: ~Increase Brand Loyalty: Affordable, high-performance products build customer loyalty, especially among gamers and small businesses, creating a foundation for future sales. ~Drive Revenue Growth: Market share gains in CPUs (e.g., 16.6% in 2025) and data centers (e.g., $3.5 billion in Q3 revenue) translate into higher revenue, even if margins are initially lower. ~Influence Industry Standards: Greater market presence allows AMD to influence hardware and software standards, such as pushing for open-source AI frameworks or gaming optimizations, reducing reliance on competitors’ proprietary systems. 7. Challenges and Risks While effective, AMD’s lower price strategy carries risks: ~Profitability Concerns: Lower prices can compress profit margins, and some analysts note that AMD’s high stock valuation expects future profitability that may be delayed if pricing remains aggressive. ~Perception of Quality: Persistently low prices risk positioning AMD as a “budget” brand, potentially undermining its ability to compete in premium segments. ~Competitor Response: Intel and Nvidia can counter with price cuts or superior features, as seen with Nvidia’s feature-rich GPUs. AMD must balance price with innovation to avoid being outmaneuvered. 8. Strategic Shift in GPUs Recent reports indicate AMD is adjusting its GPU strategy to prioritize market share over competing in the high-end enthusiast segment. For the upcoming Radeon RX 8000 series (RDNA 4), AMD is focusing on mainstream GPUs priced competitively to appeal to a broader audience, rather than chasing Nvidia’s high-end dominance. This shift aligns with AMD’s broader goal of achieving 40–50% market share by targeting the “80%” of the market that prioritizes affordability over premium features. Lastly, AMD’s lower price strategy is a calculated move to disrupt Intel and Nvidia’s dominance, capture market share, and build scale for long-term growth. By offering high-performance CPUs and GPUs at competitive prices, AMD appeals to cost-conscious consumers and enterprises, particularly in the CPU and AI markets, where it has seen significant gains (e.g., 16.6% CPU market share and $3.5 billion in data center revenue). Recent price increase on MI350 and MI355 and more on MI400 signaled #AI chip leadership and pricing power, which will result in significant top and bottom line growth.
5:19

$AMD Strategic Price Positioning Long🧵 AMD is increasingly the most hated semi stock that can rival $NVDA dominance in GPUs and software(Cuda v. ROCm). $AMD is also the most under-owned among all Funds in 2025 according to Bank of America! For what I learnt for years as an investor with Dr. Lisa Su, all analysts and market are underestimate Dr. Su leadership. $AMD is capable of raising price, making high quality hardware with software. Dr. Su or AMD choice to adopt a lower price strategy to gain market share is a deliberate and multifacets approach rooted in competitive positioning, market dynamics, and long-term growth objectives. As an investor, it may take time like CPUs and embedded to see margin improving. 1. . Penetration Pricing to Challenge Dominant Competitors AMD has historically positioned itself as a cost-effective alternative to dominant players like Intel in CPUs and Nvidia in GPUs. By setting prices lower than competitors, AMD aims to attract customers and quickly gain market share. This is a classic penetration pricing strategy, where the goal is to capture a significant portion of the market by offering high-performance products at a lower price point. ~CPU Market Example: When AMD launched its Ryzen processors in 2017, it priced them competitively compared to Intel's Core processors, emphasizing a better price-to-performance ratio. Ryzen CPUs offered higher core counts and multi-core performance at lower prices, appealing to cost-conscious consumers, gamers, and professionals. This strategy helped AMD increase its CPU market share to 16.6% by early 2025, narrowing the gap with Intel. ~GPU Market Context: In the GPU market, where Nvidia holds an 88% share compared to AMD's 12%, AMD has been criticized for not launching GPUs at low enough prices to compete effectively. However, posts on X and articles suggest AMD is shifting its GPU strategy to focus on mainstream, cost-effective products rather than high-end enthusiast segments, aiming to regain market share through competitive pricing. 2. Appealing to Cost-Conscious Market Segments AMD targets price-sensitive customers, including gamers, small businesses, and enterprises looking for high-performance computing at a lower cost. This is particularly effective in segments where performance is critical, but budgets are constrained. ~Value Proposition: AMD’s Ryzen and EPYC processors, as well as Radeon GPUs, are designed to deliver performance comparable to or better than competitors in specific workloads (e.g., multi-core processing or AI compute) at a lower price. For example, Ryzen processors have been noted for their superior multi-core performance compared to Intel CPUs at similar or lower price points, making them attractive for tasks like video editing or gaming. ~AI and Data Center: In the AI and data center markets, AMD’s cost-effective Instinct MI300X GPUs and EPYC CPUs target enterprises seeking affordable alternatives to Nvidia’s expensive AI ecosystem. This strategy taps into an underleveraged market segment that Nvidia’s broad, premium-priced AI solutions may not fully address. 3. Building Scale and Developer Support AMD’s leadership, including Jack Huynh, has emphasized the importance of scale—gaining a larger market share to attract developer support and optimize software ecosystems. A lower price strategy helps AMD achieve this by increasing adoption among consumers and enterprises. ~Gaming GPUs: By focusing on mainstream GPUs with competitive pricing (e.g., targeting an 80% addressable market rather than the high-end 10%), AMD aims to build a larger user base. This scale encourages developers to optimize games for AMD’s technologies, such as FSR 3 (FidelityFX Super Resolution) and Anti-Lag 2, improving the ecosystem and competitiveness against Nvidia’s CUDA platform. ~Open Ecosystem in AI: AMD’s open-source ROCm platform contrasts with Nvidia’s proprietary CUDA, appealing to developers who prefer flexibility. Lower-priced hardware makes it easier for developers to adopt AMD’s solutions, fostering a broader AI software ecosystem. 4. Historical Context and Brand Positioning Since its founding in 1969, AMD has positioned itself as a challenger brand, often acting as a “second source” supplier to Intel. This role required competitive pricing to gain a foothold in markets dominated by established players. Over time, AMD has built a reputation for quality and affordability, reinforced by products like the Am9080 (a reverse-engineered Intel 8080) and modern Ryzen and EPYC lines. This historical strategy of undercutting competitors’ prices while delivering comparable performance continues to define AMD’s approach. 5. Countering Competitor Dominance AMD operates in highly competitive markets where Intel and Nvidia have significant advantages in brand recognition, market share, and ecosystems. A lower price strategy is a pragmatic way to disrupt this in CPUs: ~Intel’s historical dominance in the CPU market (servers, desktops, and laptops) has been challenged by AMD’s Ryzen and EPYC processors, which offer better value. For instance, AMD’s EPYC CPUs have driven a 122% year-over-year revenue increase in the data center segment, partly due to their cost-effectiveness, helping AMD capture 94% of CPU sales at some retailers. ~Nvidia in GPUs: Nvidia’s 88% GPU market share and premium pricing (e.g., high-end GPUs like the RTX 4090) leave room for AMD to compete in the mid-to-low range. However, AMD’s failure to launch GPUs at sufficiently low prices (e.g., the RX 7900 XT at $900 instead of its current $680) has limited its success, prompting a strategic shift toward more aggressive pricing in future RDNA 4 GPUs. 6. Market Share as a Long-Term Investment AMD’s lower price strategy is not just about immediate sales but also about long-term market positioning. By capturing market share, AMD can: ~Increase Brand Loyalty: Affordable, high-performance products build customer loyalty, especially among gamers and small businesses, creating a foundation for future sales. ~Drive Revenue Growth: Market share gains in CPUs (e.g., 16.6% in 2025) and data centers (e.g., $3.5 billion in Q3 revenue) translate into higher revenue, even if margins are initially lower. ~Influence Industry Standards: Greater market presence allows AMD to influence hardware and software standards, such as pushing for open-source AI frameworks or gaming optimizations, reducing reliance on competitors’ proprietary systems. 7. Challenges and Risks While effective, AMD’s lower price strategy carries risks: ~Profitability Concerns: Lower prices can compress profit margins, and some analysts note that AMD’s high stock valuation expects future profitability that may be delayed if pricing remains aggressive. ~Perception of Quality: Persistently low prices risk positioning AMD as a “budget” brand, potentially undermining its ability to compete in premium segments. ~Competitor Response: Intel and Nvidia can counter with price cuts or superior features, as seen with Nvidia’s feature-rich GPUs. AMD must balance price with innovation to avoid being outmaneuvered. 8. Strategic Shift in GPUs Recent reports indicate AMD is adjusting its GPU strategy to prioritize market share over competing in the high-end enthusiast segment. For the upcoming Radeon RX 8000 series (RDNA 4), AMD is focusing on mainstream GPUs priced competitively to appeal to a broader audience, rather than chasing Nvidia’s high-end dominance. This shift aligns with AMD’s broader goal of achieving 40–50% market share by targeting the “80%” of the market that prioritizes affordability over premium features. Lastly, AMD’s lower price strategy is a calculated move to disrupt Intel and Nvidia’s dominance, capture market share, and build scale for long-term growth. By offering high-performance CPUs and GPUs at competitive prices, AMD appeals to cost-conscious consumers and enterprises, particularly in the CPU and AI markets, where it has seen significant gains (e.g., 16.6% CPU market share and $3.5 billion in data center revenue). Recent price increase on MI350 and MI355 and more on MI400 signaled #AI chip leadership and pricing power, which will result in significant top and bottom line growth.

Mike

38,006 görüntüleme • 10 ay önce

📢 BREAKING: Nvidia, Microsoft, and Anthropic announce new strategic AI partnerships of roughly $45 Billion. They struck a 3-way deal where Anthropic commits $30B for Azure compute with capacity up to 1GW, and NVIDIA and Microsoft plan to invest up to $10B and $5B in Anthropic. Claude will scale on Azure using NVIDIA systems, which expands access for enterprises and makes Claude available across the major clouds. Anthropic and NVIDIA will co-design to tune both model stacks and future chips for performance, efficiency, and total cost of ownership, so the models run faster per dollar. The first wave targets NVIDIA Grace Blackwell and Vera Rubin systems, which pair high-bandwidth memory with dense interconnect to push training and inference throughput. Microsoft will expose Anthropic models in Azure AI Foundry, including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5, so teams can pick latency and cost profiles. Claude will also remain available across the Copilot family, which means coding, document automation, and workflow agents can call the same model line. The 1GW commitment signals many thousands of GPUs worth of capacity, which reduces queue times and stabilizes unit economics for long-running training runs. The joint optimization loop, models shaping chips and chips shaping models, typically yields double-digit efficiency gains over off-the-shelf deployments.
1:10

📢 BREAKING: Nvidia, Microsoft, and Anthropic announce new strategic AI partnerships of roughly $45 Billion. They struck a 3-way deal where Anthropic commits $30B for Azure compute with capacity up to 1GW, and NVIDIA and Microsoft plan to invest up to $10B and $5B in Anthropic. Claude will scale on Azure using NVIDIA systems, which expands access for enterprises and makes Claude available across the major clouds. Anthropic and NVIDIA will co-design to tune both model stacks and future chips for performance, efficiency, and total cost of ownership, so the models run faster per dollar. The first wave targets NVIDIA Grace Blackwell and Vera Rubin systems, which pair high-bandwidth memory with dense interconnect to push training and inference throughput. Microsoft will expose Anthropic models in Azure AI Foundry, including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5, so teams can pick latency and cost profiles. Claude will also remain available across the Copilot family, which means coding, document automation, and workflow agents can call the same model line. The 1GW commitment signals many thousands of GPUs worth of capacity, which reduces queue times and stabilizes unit economics for long-running training runs. The joint optimization loop, models shaping chips and chips shaping models, typically yields double-digit efficiency gains over off-the-shelf deployments.

Rohan Paul

39,781 görüntüleme • 8 ay önce

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

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

Mike

141,018 görüntüleme • 9 ay önce

🔥HOLY SMOKES! $TAO holders! 🚀 SUBNET 19 (VISION) ON BITTENSOR IS ABSOLUTELY CRUSHING IT! In my 5+ years covering crypto and AI, this is one of the most impressive implementations I've seen. The combination of scale, performance, and decentralization is absolutely next level! 🚀 @namoray_dev @Corcel_X 💨 INSANE Speed Performance: - Llama 3.1 8B: 196.18 tokens/s with +107.23% advantage - Llama 3.1 70B: 124.96 tokens/s with +154.96% advantage - Llama 3.2 3B: 166.69 tokens/s with +21.66% advantage 🔥 Top Tier Model Integration: - Meta-Llama-3-70B & 8B Instruct - FLUX.1-schnell for Text-to-Image - ProteusV0.4-Lightning (Text & Image) - Multiple model variations for redundancy 🔥 What Makes This INSANE: - Complete decentralization - No single point of failure - Multiple model choices for redundancy - Real-time performance tracking - Transparent incentive structure The incentive distribution curve shows a healthy network with: - Strong rewards for top performers - Fair distribution across all participants - Clear path for growth and improvement - Sustainable economic model What's truly MIND-BLOWING is how they've managed to: 1. Scale to millions of operations 2. Maintain high quality across multiple tasks 3. Create a fair, competitive marketplace 4. Build in redundancy and reliability 5. Achieve true decentralization This isn't just another subnet - this is the future of decentralized AI inference happening RIGHT NOW! 🔥 1. MASSIVE Scale & Adoption: - We're seeing 7M+ tokens being processed - 14K+ processing steps being executed - Multiple AI models running simultaneously - Incredible miner participation across the network 2. Revolutionary Task Distribution: - Llama 3.1 70B leading with 20% weighting - Avatar Generation at 15% - Perfectly balanced task distribution for optimal network performance - Multiple specialized tasks including Text-to-Image and Image-to-Image processing 3. Elite Performance Metrics: - Top miners hitting 0.00775 incentive rates - Consistent performance across the network - Impressive scaling from top to bottom performers - Strong incentive curve maintaining network quality 📈 Network Performance: - Consistent upward trend in tokens/s - Quality scores maintaining high levels (>0.9) - Steady improvement in miner performance - Rock-solid network reliability ⚡ Platform Highlights: - Permissionless, serverless architecture - Global network of Always-On GPUs - Instant API access - Full decentralization - Multi-model support with seamless switching What makes this TRULY SPECIAL is the consistent upward trajectory in both speed and quality, while maintaining a decentralized architecture. The performance advantages over industry standards (+154.96% for 70B!) are absolutely mind-blowing! 🚀 This isn't just another AI subnet - it's a glimpse into the future of decentralized AI inference! The combination of speed, reliability, and model variety makes this one of the most impressive implementations in the space! 🔥 📽 Watch Now on YouTube and TikTok: Source 🔗
1:39

🔥HOLY SMOKES! $TAO holders! 🚀 SUBNET 19 (VISION) ON BITTENSOR IS ABSOLUTELY CRUSHING IT! In my 5+ years covering crypto and AI, this is one of the most impressive implementations I've seen. The combination of scale, performance, and decentralization is absolutely next level! 🚀 @namoray_dev @Corcel_X 💨 INSANE Speed Performance: - Llama 3.1 8B: 196.18 tokens/s with +107.23% advantage - Llama 3.1 70B: 124.96 tokens/s with +154.96% advantage - Llama 3.2 3B: 166.69 tokens/s with +21.66% advantage 🔥 Top Tier Model Integration: - Meta-Llama-3-70B & 8B Instruct - FLUX.1-schnell for Text-to-Image - ProteusV0.4-Lightning (Text & Image) - Multiple model variations for redundancy 🔥 What Makes This INSANE: - Complete decentralization - No single point of failure - Multiple model choices for redundancy - Real-time performance tracking - Transparent incentive structure The incentive distribution curve shows a healthy network with: - Strong rewards for top performers - Fair distribution across all participants - Clear path for growth and improvement - Sustainable economic model What's truly MIND-BLOWING is how they've managed to: 1. Scale to millions of operations 2. Maintain high quality across multiple tasks 3. Create a fair, competitive marketplace 4. Build in redundancy and reliability 5. Achieve true decentralization This isn't just another subnet - this is the future of decentralized AI inference happening RIGHT NOW! 🔥 1. MASSIVE Scale & Adoption: - We're seeing 7M+ tokens being processed - 14K+ processing steps being executed - Multiple AI models running simultaneously - Incredible miner participation across the network 2. Revolutionary Task Distribution: - Llama 3.1 70B leading with 20% weighting - Avatar Generation at 15% - Perfectly balanced task distribution for optimal network performance - Multiple specialized tasks including Text-to-Image and Image-to-Image processing 3. Elite Performance Metrics: - Top miners hitting 0.00775 incentive rates - Consistent performance across the network - Impressive scaling from top to bottom performers - Strong incentive curve maintaining network quality 📈 Network Performance: - Consistent upward trend in tokens/s - Quality scores maintaining high levels (>0.9) - Steady improvement in miner performance - Rock-solid network reliability ⚡ Platform Highlights: - Permissionless, serverless architecture - Global network of Always-On GPUs - Instant API access - Full decentralization - Multi-model support with seamless switching What makes this TRULY SPECIAL is the consistent upward trajectory in both speed and quality, while maintaining a decentralized architecture. The performance advantages over industry standards (+154.96% for 70B!) are absolutely mind-blowing! 🚀 This isn't just another AI subnet - it's a glimpse into the future of decentralized AI inference! The combination of speed, reliability, and model variety makes this one of the most impressive implementations in the space! 🔥 📽 Watch Now on YouTube and TikTok: Source 🔗

Andy ττ

11,616 görüntüleme • 1 yıl önce

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.
0:50

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

3,388,679 görüntüleme • 1 ay önce

AgiBot’s new generation of industrial-grade interactive embodied robot, AgiBot G2, has officially launched! The G2 has already secured orders worth hundreds of millions of RMB, including two separate contracts each exceeding 100 million RMB, and has begun its first commercial deliveries. The AgiBot G2 is built to industrial standards, featuring high-performance joints, precision torque sensors, and an advanced spatial perception system. It supports rapid learning and deployment, offers strong multimodal voice interaction, and is designed for general use in industrial, logistics, and guidance scenarios. Inheriting the successful "Collect-Train-Deploy" model of its predecessor, the G1, the G2 brings significant upgrades, including a high-performance AI computing platform and actuators that enable omnidirectional obstacle avoidance and high-precision force-control tasks. Its 3-DOF waist allows for human-like bending and lateral body movement. A key feature is the G2's globally first-of-its-kind cross-shaped wrist force-control arm, which uses precision joint torque sensors and joint impedance control to delicately perceive external forces and respond smoothly. For continuous operation, the G2 supports autonomous charging and features a dual-battery hot-swapping system, meeting the 24-hour cycle demands of factory production lines. During the launch event, AgiBot demonstrated the G2’s ultra-low latency remote operation (teleoperation) capabilities. Operators successfully demonstrated precision shots (like hitting a floating balloon in Shanghai while operating from Beijing), showcasing the robot's high accuracy and low latency in both line-of-sight and beyond-line-of-sight scenarios. The G2 is already being deployed across four key real-world scenarios: In automotive parts production, it assists humans with tasks like safety belt lock core pressing and material handling. In precision operations, it used reinforcement learning to master delicate tasks like inserting memory sticks in just one hour. In logistics, the G2, enhanced by AgiBot's OmniHand dexterous hand, efficiently handles various package types for sorting and loading. Its strong mobility allows it to adapt to over 95% of factory floors. AgiBot is also commencing the first batch of commercial deliveries under an over 100 million RMB procurement contract with Joyson Electronic, formally landing the G2 in the automotive parts manufacturing sector.
2:28

AgiBot’s new generation of industrial-grade interactive embodied robot, AgiBot G2, has officially launched! The G2 has already secured orders worth hundreds of millions of RMB, including two separate contracts each exceeding 100 million RMB, and has begun its first commercial deliveries. The AgiBot G2 is built to industrial standards, featuring high-performance joints, precision torque sensors, and an advanced spatial perception system. It supports rapid learning and deployment, offers strong multimodal voice interaction, and is designed for general use in industrial, logistics, and guidance scenarios. Inheriting the successful "Collect-Train-Deploy" model of its predecessor, the G1, the G2 brings significant upgrades, including a high-performance AI computing platform and actuators that enable omnidirectional obstacle avoidance and high-precision force-control tasks. Its 3-DOF waist allows for human-like bending and lateral body movement. A key feature is the G2's globally first-of-its-kind cross-shaped wrist force-control arm, which uses precision joint torque sensors and joint impedance control to delicately perceive external forces and respond smoothly. For continuous operation, the G2 supports autonomous charging and features a dual-battery hot-swapping system, meeting the 24-hour cycle demands of factory production lines. During the launch event, AgiBot demonstrated the G2’s ultra-low latency remote operation (teleoperation) capabilities. Operators successfully demonstrated precision shots (like hitting a floating balloon in Shanghai while operating from Beijing), showcasing the robot's high accuracy and low latency in both line-of-sight and beyond-line-of-sight scenarios. The G2 is already being deployed across four key real-world scenarios: In automotive parts production, it assists humans with tasks like safety belt lock core pressing and material handling. In precision operations, it used reinforcement learning to master delicate tasks like inserting memory sticks in just one hour. In logistics, the G2, enhanced by AgiBot's OmniHand dexterous hand, efficiently handles various package types for sorting and loading. Its strong mobility allows it to adapt to over 95% of factory floors. AgiBot is also commencing the first batch of commercial deliveries under an over 100 million RMB procurement contract with Joyson Electronic, formally landing the G2 in the automotive parts manufacturing sector.

RoboHub🤖

33,831 görüntüleme • 9 ay önce