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🚨 THE BIGGEST BOTTLENECK IN AI ISN'T COMPUTING POWER ANYMORE IT'S MOVING DATA. Instead of laying new cables, Chinese researchers have upgraded existing fiber infrastructure by doing two things at once: Using three wavelength bands (C + L + S) instead of the usual two. Using four cores inside...

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TheNewPhysics

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20,485 次观看 • 2 个月前 •via X (Twitter)

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China just took AI infrastructure underwater. The country has reportedly launched a wind-powered underwater data center near Shanghai, designed to cool AI servers using seawater instead of traditional cooling systems 🌊🤖 Around 2,000 servers are said to be sealed inside submarine-grade modules, helping reduce land use, water consumption, and cooling energy. The project is powered by offshore wind and built for AI workloads, big data, and large-scale computing. Why it matters? AI is creating massive demand for electricity, cooling, and infrastructure. If underwater data centers prove reliable, they could become a new way to scale AI while using less energy. But the challenge is huge: corrosion, maintenance, sea conditions, and long-term reliability still need to be proven.
0:15

China just took AI infrastructure underwater. The country has reportedly launched a wind-powered underwater data center near Shanghai, designed to cool AI servers using seawater instead of traditional cooling systems 🌊🤖 Around 2,000 servers are said to be sealed inside submarine-grade modules, helping reduce land use, water consumption, and cooling energy. The project is powered by offshore wind and built for AI workloads, big data, and large-scale computing. Why it matters? AI is creating massive demand for electricity, cooling, and infrastructure. If underwater data centers prove reliable, they could become a new way to scale AI while using less energy. But the challenge is huge: corrosion, maintenance, sea conditions, and long-term reliability still need to be proven.

Neha Singhal Trader

173,813 次观看 • 2 个月前

🚀 My New Book is Here: Data Strategy (3rd Edition) 🚀 I’m thrilled to share the release of my latest bestselling book, Data Strategy: How to Use Data and Artificial Intelligence to Transform Your Business. Every business today needs data to survive - but simply having data is not enough. What matters is how you use it. A well-designed data strategy is the key to unlocking value, driving insights, and giving your organisation the competitive edge it needs to thrive in the digital economy. From small organisations to global enterprises, I’ve seen first-hand how a data-driven approach can transform operations, improve decision-making, and unlock entirely new opportunities. That’s why I’ve poured my experience into this book — to help leaders and teams build strategies that don’t just talk about data, but actually deliver measurable impact. 🔍 In this third edition, I’ve expanded the book to reflect the latest developments in data and AI, including: ✅ Generative AI and its role in shaping business innovation. ✅ Synthetic data and how it can accelerate AI adoption. ✅ The potential of quantum computing and what it means for the future of data. ✅ Expanded guidance on cybersecurity, regulations, and ethics in a data-driven world. This isn’t just a theoretical framework - it’s a practical guide to collecting, managing, and using data effectively in order to drive growth, innovation, and long-term success. Whether you’re leading a start-up or a multinational, Data Strategy will equip you with the tools you need to stay ahead in a rapidly evolving landscape. 📖 Pre-order your copy today: 👉 Amazon - 👉 Kogan Page - I can’t wait to hear how this book helps you craft your own data-driven strategy and transform your business for the future.
0:18

🚀 My New Book is Here: Data Strategy (3rd Edition) 🚀 I’m thrilled to share the release of my latest bestselling book, Data Strategy: How to Use Data and Artificial Intelligence to Transform Your Business. Every business today needs data to survive - but simply having data is not enough. What matters is how you use it. A well-designed data strategy is the key to unlocking value, driving insights, and giving your organisation the competitive edge it needs to thrive in the digital economy. From small organisations to global enterprises, I’ve seen first-hand how a data-driven approach can transform operations, improve decision-making, and unlock entirely new opportunities. That’s why I’ve poured my experience into this book — to help leaders and teams build strategies that don’t just talk about data, but actually deliver measurable impact. 🔍 In this third edition, I’ve expanded the book to reflect the latest developments in data and AI, including: ✅ Generative AI and its role in shaping business innovation. ✅ Synthetic data and how it can accelerate AI adoption. ✅ The potential of quantum computing and what it means for the future of data. ✅ Expanded guidance on cybersecurity, regulations, and ethics in a data-driven world. This isn’t just a theoretical framework - it’s a practical guide to collecting, managing, and using data effectively in order to drive growth, innovation, and long-term success. Whether you’re leading a start-up or a multinational, Data Strategy will equip you with the tools you need to stay ahead in a rapidly evolving landscape. 📖 Pre-order your copy today: 👉 Amazon - 👉 Kogan Page - I can’t wait to hear how this book helps you craft your own data-driven strategy and transform your business for the future.

Bernard Marr

10,980 次观看 • 11 个月前

It's 2030 and you are reviewing humanoid robots. A Tesla. A Google. An Apple. An OpenAI. A Meta. A Figure. And a bunch of Chinese-made ones. Which one is best, and why? I think the Tesla understands the world much better. Why? There were eight Teslas around me on the freeway today. Start there. No other robot company has that data. But my robot is parked at the local high school twice a day. Its cameras see humans in all of our weirdness. How we move. Where we go. Where we walk. Who we talk with. What you are wearing. Whether your hair was combed this morning. That data will lead to robotics breakthroughs. Apple might keep up with its Vision Pro data, but it is too freaked out by the privacy implications of using said data. (On the front are six cameras and a couple of TOF -- Time Of Flight -- sensors that can see everything in your home in great detail). Google has a lot of data, for sure. All my: 1. Email. 2. Calendars. 3. Photos. 4. TV watching behavior. 5. Contacts. 6. Documents and spreadsheets. 7. Files. 8. Location data. So I expect Google's robot will be attractive to many. But how do you see the others shake out over the next five years? Make some guesses. But remember what an AI pioneer told me years ago about AI: it's all about the data. The Chinese ones have huge advantages: the Chinese have more data on their citizens, and many more citizens to boot AND they can make robots cheaper than we can. But now that you know OpenAI is building its own robot you have caught wind of what I've heard from many in San Francisco and Silicon Valley: that humanoid robots are the real prize of AI and will be highly profitable for those that can make them and find customers willing to buy them. Here, too, I learned long ago never to bet against Elon Musk. Will you?
0:16

It's 2030 and you are reviewing humanoid robots. A Tesla. A Google. An Apple. An OpenAI. A Meta. A Figure. And a bunch of Chinese-made ones. Which one is best, and why? I think the Tesla understands the world much better. Why? There were eight Teslas around me on the freeway today. Start there. No other robot company has that data. But my robot is parked at the local high school twice a day. Its cameras see humans in all of our weirdness. How we move. Where we go. Where we walk. Who we talk with. What you are wearing. Whether your hair was combed this morning. That data will lead to robotics breakthroughs. Apple might keep up with its Vision Pro data, but it is too freaked out by the privacy implications of using said data. (On the front are six cameras and a couple of TOF -- Time Of Flight -- sensors that can see everything in your home in great detail). Google has a lot of data, for sure. All my: 1. Email. 2. Calendars. 3. Photos. 4. TV watching behavior. 5. Contacts. 6. Documents and spreadsheets. 7. Files. 8. Location data. So I expect Google's robot will be attractive to many. But how do you see the others shake out over the next five years? Make some guesses. But remember what an AI pioneer told me years ago about AI: it's all about the data. The Chinese ones have huge advantages: the Chinese have more data on their citizens, and many more citizens to boot AND they can make robots cheaper than we can. But now that you know OpenAI is building its own robot you have caught wind of what I've heard from many in San Francisco and Silicon Valley: that humanoid robots are the real prize of AI and will be highly profitable for those that can make them and find customers willing to buy them. Here, too, I learned long ago never to bet against Elon Musk. Will you?

Robert Scoble

33,804 次观看 • 1 年前

The Dawn of a New Era on $SUI (9) Still in the festive spirit, let’s look at Tusky , Tusky is a storage service that's not controlled by one company. It uses something called WalrusProtocol to keep your data safe. Your data is encrypted from start to finish, so only you can see it. Instead of one place, your data goes to many different spots. This setup makes your data less likely to be lost or stolen. It helps keep your information safe and always available. Tusky gives you control over your files. You can easily manage them with the tools provided. You decide who gets to see your data. This makes it great for personal storage or working with others. It works with SuiNetwork for even more privacy. You can log in without sharing personal info, keeping everything more secure. This means only you can get to your data, with no third party involved. It is growing fast, with 100,000 uploads already. This indicates its increasing acceptance in the tech community focused on data sovereignty. It's good at managing lots of data safely. In tech, where you want to own your data, TuskyTools is popular. It gives users control over their information. This platform helps keep your data secure and gives you freedom.
0:11

The Dawn of a New Era on $SUI (9) Still in the festive spirit, let’s look at Tusky , Tusky is a storage service that's not controlled by one company. It uses something called WalrusProtocol to keep your data safe. Your data is encrypted from start to finish, so only you can see it. Instead of one place, your data goes to many different spots. This setup makes your data less likely to be lost or stolen. It helps keep your information safe and always available. Tusky gives you control over your files. You can easily manage them with the tools provided. You decide who gets to see your data. This makes it great for personal storage or working with others. It works with SuiNetwork for even more privacy. You can log in without sharing personal info, keeping everything more secure. This means only you can get to your data, with no third party involved. It is growing fast, with 100,000 uploads already. This indicates its increasing acceptance in the tech community focused on data sovereignty. It's good at managing lots of data safely. In tech, where you want to own your data, TuskyTools is popular. It gives users control over their information. This platform helps keep your data secure and gives you freedom.

Kaboom.sui🪖

19,698 次观看 • 1 年前

Imagine OptimAI Data Network is a giant library that AI Agents use to learn and work. 📚 But here’s the twist, instead of one person deciding what goes in the library, everyone in our community can help pick, check, and improve the books (data). That’s what OptimAI DataDAO is: + DAO? It stands for "Decentralized Autonomous Organization", fancy words for a club where we all make the rules together, no single boss in charge. Like a playground game where kids vote on the fun! + It’s how we, the community, decide together which data is accurate, useful, and fair for AI to use. + The more you contribute, the stronger our network gets, and the more value we all share. You're building the future! Stay tuned - we’re building something that will change how AI learns. BUIDL with us:
0:15

Imagine OptimAI Data Network is a giant library that AI Agents use to learn and work. 📚 But here’s the twist, instead of one person deciding what goes in the library, everyone in our community can help pick, check, and improve the books (data). That’s what OptimAI DataDAO is: + DAO? It stands for "Decentralized Autonomous Organization", fancy words for a club where we all make the rules together, no single boss in charge. Like a playground game where kids vote on the fun! + It’s how we, the community, decide together which data is accurate, useful, and fair for AI to use. + The more you contribute, the stronger our network gets, and the more value we all share. You're building the future! Stay tuned - we’re building something that will change how AI learns. BUIDL with us:

OptimAI Network

29,538 次观看 • 1 年前

OptimAI Lite Node v1.1: Built for Scale, Designed for You! 💕 In just 2 weeks since the launch, the OptimAI Network has seen explosive growth—130,000+ active node participants powering the future of decentralized AI. With this incredible momentum came a new challenge: ensuring our network could scale seamlessly to support massive concurrent connections and real-time participation. That’s why we’ve rolled out OptimAI Lite Node v1.1—a major upgrade focused on: + Stabilizing infrastructure to handle high traffic from a global community. + Enhancing performance for smoother data mining, validation, and edge compute participation. + Refining user experience with UI updates that make contributing effortless. Every line of code and infrastructure upgrade was made with one goal in mind: to support YOU—the builders, validators, and visionaries of the OptimAI ecosystem. Now’s the time to bring more friends into the journey. 🔥 The more we grow, the smarter and stronger the network becomes—and the greater the rewards. Let’s keep building, validating, scaling. Together we’re not just powering AI—we’re reshaping how it’s built. Join or revisit the node here: 🌐 Chrome Extension: 📱Telegram Mini-App: What’s Coming Next: OptimAI Edge Node & the Rise of Agentic AI 🔸OptimAI Edge Node (Mobile) We’re working hard on the next major release: the Edge Node for mobile, which will allow mining and AI tasks to run in the background—unlocking more earning opportunities and decentralized compute power from your smartphones. 🔸More Task Types & Missions Expect new types of contributions, from AI-enhanced data validation to edge inference and scraping automation—powered by autonomous mining agents. 🔸Expanded Rewards Program As we grow, more reward tiers, bonuses, and campaigns will be introduced. Your participation now paves the way for long-term benefits. Also, do not forget to checkout our article below and learn more about our latest Community Tips & Best Practices!👇 __________________ OptimAI Network #L2 #DePIN Reinforcement Data Network for #Agentic #AI Mine Data. Fuel AI. Earn Rewards. Turn Your Data into Tomorrow’s AI #Agent. Visit our website at:
0:12

OptimAI Lite Node v1.1: Built for Scale, Designed for You! 💕 In just 2 weeks since the launch, the OptimAI Network has seen explosive growth—130,000+ active node participants powering the future of decentralized AI. With this incredible momentum came a new challenge: ensuring our network could scale seamlessly to support massive concurrent connections and real-time participation. That’s why we’ve rolled out OptimAI Lite Node v1.1—a major upgrade focused on: + Stabilizing infrastructure to handle high traffic from a global community. + Enhancing performance for smoother data mining, validation, and edge compute participation. + Refining user experience with UI updates that make contributing effortless. Every line of code and infrastructure upgrade was made with one goal in mind: to support YOU—the builders, validators, and visionaries of the OptimAI ecosystem. Now’s the time to bring more friends into the journey. 🔥 The more we grow, the smarter and stronger the network becomes—and the greater the rewards. Let’s keep building, validating, scaling. Together we’re not just powering AI—we’re reshaping how it’s built. Join or revisit the node here: 🌐 Chrome Extension: 📱Telegram Mini-App: What’s Coming Next: OptimAI Edge Node & the Rise of Agentic AI 🔸OptimAI Edge Node (Mobile) We’re working hard on the next major release: the Edge Node for mobile, which will allow mining and AI tasks to run in the background—unlocking more earning opportunities and decentralized compute power from your smartphones. 🔸More Task Types & Missions Expect new types of contributions, from AI-enhanced data validation to edge inference and scraping automation—powered by autonomous mining agents. 🔸Expanded Rewards Program As we grow, more reward tiers, bonuses, and campaigns will be introduced. Your participation now paves the way for long-term benefits. Also, do not forget to checkout our article below and learn more about our latest Community Tips & Best Practices!👇 __________________ OptimAI Network #L2 #DePIN Reinforcement Data Network for #Agentic #AI Mine Data. Fuel AI. Earn Rewards. Turn Your Data into Tomorrow’s AI #Agent. Visit our website at:

OptimAI Network

76,448 次观看 • 1 年前

Its not every day you wake up to find that the Pope has made your lifes work the central focus of his papacy: “Disarming AI means freeing it from the mentality of “armed” competition [..] This entails a race for ever more powerful algorithms and larger datasets, driven by the desire to secure geopolitical or commercial dominance." - POPE LEO XIV, May 2026 Here, “disarmed” means “neutralised” in the sense that this should not be a differentiator The Innovation Game (TIG) was created to keep data and algorithms open, in order to prevent monopolistic control It's not just an aspiration, it's an economic mechanism that makes open data and open algorithms the rational economic choice • All algorithms are published openly by TIG • If you are willing to make the data you process with an algorithm open, you can use it free-of-charge • Alternatively, if you would like to keep this data private, there is a fee to pay for using the algorithm • All fees are used to fund more open innovation Its an elegant, global, self-reinforcing engine The logical end point of monopoly is that innovation stops We cannot allow that to happen Pope Leo XIV I would be grateful for your thoughts on The Innovation Game
0:18

Its not every day you wake up to find that the Pope has made your lifes work the central focus of his papacy: “Disarming AI means freeing it from the mentality of “armed” competition [..] This entails a race for ever more powerful algorithms and larger datasets, driven by the desire to secure geopolitical or commercial dominance." - POPE LEO XIV, May 2026 Here, “disarmed” means “neutralised” in the sense that this should not be a differentiator The Innovation Game (TIG) was created to keep data and algorithms open, in order to prevent monopolistic control It's not just an aspiration, it's an economic mechanism that makes open data and open algorithms the rational economic choice • All algorithms are published openly by TIG • If you are willing to make the data you process with an algorithm open, you can use it free-of-charge • Alternatively, if you would like to keep this data private, there is a fee to pay for using the algorithm • All fees are used to fund more open innovation Its an elegant, global, self-reinforcing engine The logical end point of monopoly is that innovation stops We cannot allow that to happen Pope Leo XIV I would be grateful for your thoughts on The Innovation Game

John Fletcher (𝔦, 𝔦)

11,722 次观看 • 2 个月前

Silencio has surpassed 1 million on-chain devices on peaq This is the live count of real contributors using their smartphones to capture and stream the physical world into digital infrastructure. Each device is opt-in, privacy-preserving, and individually rewarded in $SLC. Together, these contributors have recorded more than 10.6 million hours of real-world acoustic signal. The network spans 190 countries and has generated over 38.8 Billion environmental datapoints. All of it is live. All of it is on-chain. Silencio represents a deployed DePIN system operating at global scale. Its data is already integrated into major enterprise marketplaces. Its token economy is active, deflationary, and fully aligned with participation. This milestone is not just about numbers. It is about trust, coordination, and measurable impact. It proves that decentralized networks can scale without compromising on quality, compliance, or utility. Built on peaq. Secured by $SLC and the Blocksound Foundation. Powered by people. This is not the future of data infrastructure. It is already in motion.
0:16

Silencio has surpassed 1 million on-chain devices on peaq This is the live count of real contributors using their smartphones to capture and stream the physical world into digital infrastructure. Each device is opt-in, privacy-preserving, and individually rewarded in $SLC. Together, these contributors have recorded more than 10.6 million hours of real-world acoustic signal. The network spans 190 countries and has generated over 38.8 Billion environmental datapoints. All of it is live. All of it is on-chain. Silencio represents a deployed DePIN system operating at global scale. Its data is already integrated into major enterprise marketplaces. Its token economy is active, deflationary, and fully aligned with participation. This milestone is not just about numbers. It is about trust, coordination, and measurable impact. It proves that decentralized networks can scale without compromising on quality, compliance, or utility. Built on peaq. Secured by $SLC and the Blocksound Foundation. Powered by people. This is not the future of data infrastructure. It is already in motion.

Silencio | Voice Data for AI

22,863 次观看 • 1 年前

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.
0:11

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Melvin

180,198 次观看 • 24 天前

Google just wired DeepMind and Earth Engine directly into the biggest geospatial dataset on the planet. For two decades, millions of people used Google Earth to scale the Himalayas or zoom in on their childhood neighbourhoods. In 2026, Google is basically trying to shift the entire platform toward professional execution. They turned a massive digital twin of the world into an agentic AI engine for global infrastructure. The technical foundation is (obviously) all about data. Google integrated 20-metre and 40-metre elevation contours globally. Engineers and urban planners now have instant access to the exact topographic context required for site planning anywhere on Earth. The data catalogue updates continuously to maintain the freshest imagery possible. Collaboration used to kill geospatial projects. Teams would lose momentum through stale materials or bad handoffs. Google fixed this by building frictionless data import systems. You can now drop KML, KMZ, and GeoJSON files directly onto the global map. Entire departments can align on a single source of truth, moving from a raw question to a definitive answer instantly. The biggest upgrade is the introduction of agentic geospatial intelligence. Users can open 'Ask Google Earth' and search massive satellite and Street View databases using natural language. You type a command, and the AI handles the manual data wrangling. It identifies new site locations and analyses infrastructure before you even open a spreadsheet.
0:11

Google just wired DeepMind and Earth Engine directly into the biggest geospatial dataset on the planet. For two decades, millions of people used Google Earth to scale the Himalayas or zoom in on their childhood neighbourhoods. In 2026, Google is basically trying to shift the entire platform toward professional execution. They turned a massive digital twin of the world into an agentic AI engine for global infrastructure. The technical foundation is (obviously) all about data. Google integrated 20-metre and 40-metre elevation contours globally. Engineers and urban planners now have instant access to the exact topographic context required for site planning anywhere on Earth. The data catalogue updates continuously to maintain the freshest imagery possible. Collaboration used to kill geospatial projects. Teams would lose momentum through stale materials or bad handoffs. Google fixed this by building frictionless data import systems. You can now drop KML, KMZ, and GeoJSON files directly onto the global map. Entire departments can align on a single source of truth, moving from a raw question to a definitive answer instantly. The biggest upgrade is the introduction of agentic geospatial intelligence. Users can open 'Ask Google Earth' and search massive satellite and Street View databases using natural language. You type a command, and the AI handles the manual data wrangling. It identifies new site locations and analyses infrastructure before you even open a spreadsheet.

Yohan

45,167 次观看 • 4 个月前

What if crypto research was as easy as chatting with ChatGPT, but powered by real market data👑 Introducing CMC AI, a powerful new tool from CoinMarketCap that combines the speed of AI with the depth of live crypto data. It delivers fast, data-backed answers to your questions: ✅ Want to know why Bitcoin's price is rising? ✅ Curious about the latest news on your favorite cryptocurrency? ✅ Need sentiment analysis? It pulls real-time data and explains it in seconds. But it goes far beyond basic Q&A. In the future, you’ll be able to ask anything! For example, you could ask it to: – Discover undervalued tokens based on volume, MC, and sentiment. – Compare Layer 1s or L2s by adoption, speed, and dev activity. – Detect rug-pull risk via wallet distribution and tokenomics red flags. – Break down your portfolio by risk, correlation, and potential return. – Explore new use cases in DeFi, AI, RWA and DePIN And much more! 🔗Try it here: CMC AI changes how you learn, think, and act in Web3🧠
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What if crypto research was as easy as chatting with ChatGPT, but powered by real market data👑 Introducing CMC AI, a powerful new tool from CoinMarketCap that combines the speed of AI with the depth of live crypto data. It delivers fast, data-backed answers to your questions: ✅ Want to know why Bitcoin's price is rising? ✅ Curious about the latest news on your favorite cryptocurrency? ✅ Need sentiment analysis? It pulls real-time data and explains it in seconds. But it goes far beyond basic Q&A. In the future, you’ll be able to ask anything! For example, you could ask it to: – Discover undervalued tokens based on volume, MC, and sentiment. – Compare Layer 1s or L2s by adoption, speed, and dev activity. – Detect rug-pull risk via wallet distribution and tokenomics red flags. – Break down your portfolio by risk, correlation, and potential return. – Explore new use cases in DeFi, AI, RWA and DePIN And much more! 🔗Try it here: CMC AI changes how you learn, think, and act in Web3🧠

Alaoui Capital

34,908 次观看 • 1 年前

Trained on zero real-world data. Learned to walk, pick up boxes, and follow multi-step instructions... in the REAL world. ( 📌 Paper below) Researchers from Amazon FAR, Berkeley, Stanford, and CMU scanned real rooms with an iPhone, rebuilt them as 3D Gaussian Splatting scenes, then generated 48,000 synthetic trajectories of a Unitree G1 walking, grasping, and placing objects inside those virtual replicas. They rendered the robot's first-person camera view from each run and paired it with the matching language instruction and motion data. That's the dataset every humanoid team needs and nobody has: synced egocentric video + language + kinematics, at scale. Instead of collecting it in the real world, they manufactured it. They trained a vision-language-kinematics policy on that synthetic data alone, then deployed it on the physical G1 across five task types: navigation to a named object, lifting boxes of three different sizes with no per-size tuning, chained multi-step tasks, robustness to mid-task layout changes and flickering lights, and multi-minute long-horizon runs. No real-world fine-tuning at any point. Real-world interaction data has been the hard limit on humanoid learning... slow, expensive, and small. If scanning a room once and synthesizing thousands of labeled interactions holds up as a general recipe, that limit moves. Data stops being the bottleneck robotics teams have to solve for. 📌 Paper: Project: ——- Weekly robotics and AI insights. Subscribe free:
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Trained on zero real-world data. Learned to walk, pick up boxes, and follow multi-step instructions... in the REAL world. ( 📌 Paper below) Researchers from Amazon FAR, Berkeley, Stanford, and CMU scanned real rooms with an iPhone, rebuilt them as 3D Gaussian Splatting scenes, then generated 48,000 synthetic trajectories of a Unitree G1 walking, grasping, and placing objects inside those virtual replicas. They rendered the robot's first-person camera view from each run and paired it with the matching language instruction and motion data. That's the dataset every humanoid team needs and nobody has: synced egocentric video + language + kinematics, at scale. Instead of collecting it in the real world, they manufactured it. They trained a vision-language-kinematics policy on that synthetic data alone, then deployed it on the physical G1 across five task types: navigation to a named object, lifting boxes of three different sizes with no per-size tuning, chained multi-step tasks, robustness to mid-task layout changes and flickering lights, and multi-minute long-horizon runs. No real-world fine-tuning at any point. Real-world interaction data has been the hard limit on humanoid learning... slow, expensive, and small. If scanning a room once and synthesizing thousands of labeled interactions holds up as a general recipe, that limit moves. Data stops being the bottleneck robotics teams have to solve for. 📌 Paper: Project: ——- Weekly robotics and AI insights. Subscribe free:

Ilir Aliu

12,950 次观看 • 27 天前

A Letter to Our Community: The Road Ahead for Robotics To our Community and Partners, As we step into 2026, our mission at Axis is clearer than ever: Constructing the definitive End-to-End Scaling Layer for Robotics. Our goal is to accelerate the transfer of diverse human intelligence into Robotics General Intelligence (RGI). By owning the critical path of intelligence creation, we are turning the physical limitations of robotics into a scalable, software-driven future. Here is our strategic outlook and roadmap for the year ahead. The Core Thesis: Simulation is the Only Way Out The path to RGI is currently blocked by Data Scarcity, Generalization Fragility, and Hardware Fragmentation. At Axis, we believe Simulation is the only way out. Our Simulation Data Platform and Data Augmentation Engine transform raw data into "Synthetic Gold". Backed by academic milestones like Roboverse, Skill Blending, and GraspVLA, we have proven that pure simulation can achieve the generalization required for the real world. We don’t just collect data; we architect it. The Engine: Why Crypto? We believe RGI should come from all, not a few. Crypto is not just a feature; it is the primitive that powers our entire ecosystem flywheel: - Incentive Mechanism: Democratizing contribution and rewarding the trainers and developers. - Assetization: Turning proprietary data and refined models into liquid, ownable assets. - Verifiable Workflow: We are opening the "Black Box" of AI. By bringing total transparency to the Task Generation → Data Collection → Model Training pipeline, we ensure every byte of intelligence is verifiable, traceable, and secure. 2026 Strategic Deliverables This year, we are committed to delivering three foundational pillars: - The World's Largest Training Dataset for Robots: A robot training set—diverse, high-quality interaction data at an unprecedented scale. - A Robotics Foundation Model: A universal robotic brain trained on our pure simulation and synthetic data, capable of robust cross-embodiment transfer and open-world adaptability. - Evolvable Robot Hardware: Robots deployed with Axis models that autonomously evolve through continuous interaction, turning every deployment into a self-improving node within our RGI network. The Ultimate Vision We are building more than models; we are architecting the Distributed Machine Economy. A future where every dataset, model, and robotic embodiment is a verifiable asset in a global, autonomous network. Thank you for building the future of intelligence with us✌️📷
0:13

A Letter to Our Community: The Road Ahead for Robotics To our Community and Partners, As we step into 2026, our mission at Axis is clearer than ever: Constructing the definitive End-to-End Scaling Layer for Robotics. Our goal is to accelerate the transfer of diverse human intelligence into Robotics General Intelligence (RGI). By owning the critical path of intelligence creation, we are turning the physical limitations of robotics into a scalable, software-driven future. Here is our strategic outlook and roadmap for the year ahead. The Core Thesis: Simulation is the Only Way Out The path to RGI is currently blocked by Data Scarcity, Generalization Fragility, and Hardware Fragmentation. At Axis, we believe Simulation is the only way out. Our Simulation Data Platform and Data Augmentation Engine transform raw data into "Synthetic Gold". Backed by academic milestones like Roboverse, Skill Blending, and GraspVLA, we have proven that pure simulation can achieve the generalization required for the real world. We don’t just collect data; we architect it. The Engine: Why Crypto? We believe RGI should come from all, not a few. Crypto is not just a feature; it is the primitive that powers our entire ecosystem flywheel: - Incentive Mechanism: Democratizing contribution and rewarding the trainers and developers. - Assetization: Turning proprietary data and refined models into liquid, ownable assets. - Verifiable Workflow: We are opening the "Black Box" of AI. By bringing total transparency to the Task Generation → Data Collection → Model Training pipeline, we ensure every byte of intelligence is verifiable, traceable, and secure. 2026 Strategic Deliverables This year, we are committed to delivering three foundational pillars: - The World's Largest Training Dataset for Robots: A robot training set—diverse, high-quality interaction data at an unprecedented scale. - A Robotics Foundation Model: A universal robotic brain trained on our pure simulation and synthetic data, capable of robust cross-embodiment transfer and open-world adaptability. - Evolvable Robot Hardware: Robots deployed with Axis models that autonomously evolve through continuous interaction, turning every deployment into a self-improving node within our RGI network. The Ultimate Vision We are building more than models; we are architecting the Distributed Machine Economy. A future where every dataset, model, and robotic embodiment is a verifiable asset in a global, autonomous network. Thank you for building the future of intelligence with us✌️📷

Axis Robotics

27,858 次观看 • 7 个月前

There’s a reason the LimeWire name still hits people instantly. If you were around in the early internet days, LimeWire was everywhere. Music discovery, file sharing, chaos, excitement. It shaped how a whole generation interacted with the web. That kind of brand memory doesn’t fade and LimeWire is proving it can be reused in a serious way. What’s different now is the foundation. LimeWire Network is the decentralized storage layer of LimeWire, built on BNB Chain. It is not a nostalgia project. It is infrastructure. Storage, transfers, and usage are happening on chain, designed to scale for real applications rather than demos. The growth backs that up. Looking at recent data on lmwrscan, LimeWire Network has already moved into tens of terabytes of stored data, with tens of thousands of uploads and consistent daily activity. Network usage keeps climbing, not spiking once and disappearing. That kind of curve usually shows real users, not incentive farming. And the economics are clear. The $LMWR token sits at the center of the system. Users pay in LMWR to use storage. Node operators earn LMWR for providing resources. Rewards and payments stay inside the ecosystem instead of leaking out to third parties. That loop matters. Most decentralized storage networks struggle because nobody knows they exist. LimeWire doesn’t have that problem. The brand alone opens doors, pulls attention, and lowers the friction for new users to try the product. When you combine that with live usage data and a functioning token economy, the upside starts to look asymmetric. Built on BNB Chain, LimeWire Network also gets the scalability needed if adoption keeps accelerating. That choice signals intent to grow, not just experiment. This feels like a rare case where nostalgia is not the product, it is the distribution layer. Curious how you see it. Are you watching LimeWire because of the brand comeback, the LimeWire Network growth, or the role of the LMWR token in the long run?
0:15

There’s a reason the LimeWire name still hits people instantly. If you were around in the early internet days, LimeWire was everywhere. Music discovery, file sharing, chaos, excitement. It shaped how a whole generation interacted with the web. That kind of brand memory doesn’t fade and LimeWire is proving it can be reused in a serious way. What’s different now is the foundation. LimeWire Network is the decentralized storage layer of LimeWire, built on BNB Chain. It is not a nostalgia project. It is infrastructure. Storage, transfers, and usage are happening on chain, designed to scale for real applications rather than demos. The growth backs that up. Looking at recent data on lmwrscan, LimeWire Network has already moved into tens of terabytes of stored data, with tens of thousands of uploads and consistent daily activity. Network usage keeps climbing, not spiking once and disappearing. That kind of curve usually shows real users, not incentive farming. And the economics are clear. The $LMWR token sits at the center of the system. Users pay in LMWR to use storage. Node operators earn LMWR for providing resources. Rewards and payments stay inside the ecosystem instead of leaking out to third parties. That loop matters. Most decentralized storage networks struggle because nobody knows they exist. LimeWire doesn’t have that problem. The brand alone opens doors, pulls attention, and lowers the friction for new users to try the product. When you combine that with live usage data and a functioning token economy, the upside starts to look asymmetric. Built on BNB Chain, LimeWire Network also gets the scalability needed if adoption keeps accelerating. That choice signals intent to grow, not just experiment. This feels like a rare case where nostalgia is not the product, it is the distribution layer. Curious how you see it. Are you watching LimeWire because of the brand comeback, the LimeWire Network growth, or the role of the LMWR token in the long run?

ryu 龙

25,416 次观看 • 6 个月前

Really excited about our launch of Superagent today! Powered by the latest AI models, agents have reached a breakthrough moment where they can do incredible work, with high ease of use--without requiring complicated tuning, prompting, or configuration. Superagent represents the freeform agent that can research anything (and soon your own company's context) and output an incredible, interactive webpage. It's like having your own personal NYTimes-quality data viz/web team building bespoke pages for you. This is the perfect complement to the structured system of operations for the AI era that Airtable has become, and we will be launching more integrations between the two products in the near future. Think: launch Superagent tasks from within Airtable records or Airtable Omni, or have Superagent output/edit/read data into Airtable bases! Excited for this new frontier of breakthrough agents, and applying our product and design philosophy of making powerful capabilities intuitive and accessible-what we did for app building with Airtable, we're now doing for agents with Superagents.
0:19

Really excited about our launch of Superagent today! Powered by the latest AI models, agents have reached a breakthrough moment where they can do incredible work, with high ease of use--without requiring complicated tuning, prompting, or configuration. Superagent represents the freeform agent that can research anything (and soon your own company's context) and output an incredible, interactive webpage. It's like having your own personal NYTimes-quality data viz/web team building bespoke pages for you. This is the perfect complement to the structured system of operations for the AI era that Airtable has become, and we will be launching more integrations between the two products in the near future. Think: launch Superagent tasks from within Airtable records or Airtable Omni, or have Superagent output/edit/read data into Airtable bases! Excited for this new frontier of breakthrough agents, and applying our product and design philosophy of making powerful capabilities intuitive and accessible-what we did for app building with Airtable, we're now doing for agents with Superagents.

Howie Liu

10,125 次观看 • 6 个月前

Wow! Send A File By Just The Camera! A vibe coder used AI to build a file transfer system that sends data between two phones using only a screen and a camera. One phone displays a new type of animated QR codes while the other scans them to rebuild the file, with no Wi-Fi, Bluetooth, or cables needed. It is fully optical and local. The system uses fountain codes that create each QR frame as a random mix of file data. This keeps transfers working even if some frames are missed, reaching speeds of about 129 KB/s for a 2 MB image. The entire project was built in one night and released as open source. The idea came from a music project where the developer wanted to share MP3 files without streaming or using the same network. Animated QR codes became the solution, showing a creative new way to transfer files with everyday phone hardware. GitHub link:
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Wow! Send A File By Just The Camera! A vibe coder used AI to build a file transfer system that sends data between two phones using only a screen and a camera. One phone displays a new type of animated QR codes while the other scans them to rebuild the file, with no Wi-Fi, Bluetooth, or cables needed. It is fully optical and local. The system uses fountain codes that create each QR frame as a random mix of file data. This keeps transfers working even if some frames are missed, reaching speeds of about 129 KB/s for a 2 MB image. The entire project was built in one night and released as open source. The idea came from a music project where the developer wanted to share MP3 files without streaming or using the same network. Animated QR codes became the solution, showing a creative new way to transfer files with everyday phone hardware. GitHub link:

Brian Roemmele

16,549 次观看 • 14 天前

Something big is happening in robotics - and it’s hiding in plain sight. This post is not about dancing robots but in the data that powers them. Open robotics datasets have exploded this year, turning the field into a more scalable and collaborative ecosystem. In just two years, Hugging Face datasets grew from 11k to over 600k - and robotics is by far the fastest-growing segment. We went from 1k robotics datasets in 2024 to 27k in 2025! For comparison, text generation, the second-largest category, has only around 5k datasets in 2025. That gap is massive. Open datasets are important because robotics lives and dies by real-world robot data - video, actions, sensors, failures. By making this data easy to upload, reuse, and benchmark, researchers, startups, and large players are now releasing real-robot datasets that would have stayed locked inside labs just a few years ago. Major contributors include NVIDIA, LeRobot initiative, and a rapidly growing maker community. This surge is also enabled by cheaper video storage, better tooling, and an open-source AI culture now spilling into the physical world. And it really matters: open robotics data dramatically lowers entry barriers, accelerates learning-by-doing, and speeds up progress toward generalist and humanoid robots. Robotics won’t scale through hardware alone - but to a large extent through shared data. Viz below from AI World - link to the story and more viz/filters in comment.
0:11

Something big is happening in robotics - and it’s hiding in plain sight. This post is not about dancing robots but in the data that powers them. Open robotics datasets have exploded this year, turning the field into a more scalable and collaborative ecosystem. In just two years, Hugging Face datasets grew from 11k to over 600k - and robotics is by far the fastest-growing segment. We went from 1k robotics datasets in 2024 to 27k in 2025! For comparison, text generation, the second-largest category, has only around 5k datasets in 2025. That gap is massive. Open datasets are important because robotics lives and dies by real-world robot data - video, actions, sensors, failures. By making this data easy to upload, reuse, and benchmark, researchers, startups, and large players are now releasing real-robot datasets that would have stayed locked inside labs just a few years ago. Major contributors include NVIDIA, LeRobot initiative, and a rapidly growing maker community. This surge is also enabled by cheaper video storage, better tooling, and an open-source AI culture now spilling into the physical world. And it really matters: open robotics data dramatically lowers entry barriers, accelerates learning-by-doing, and speeds up progress toward generalist and humanoid robots. Robotics won’t scale through hardware alone - but to a large extent through shared data. Viz below from AI World - link to the story and more viz/filters in comment.

Pierre-Alexandre Balland

186,061 次观看 • 7 个月前

The "Neoclouds are too scared of Jensen to offer TPUs!" tweet reminded me of this quote from the Odd Lots episode with Hudson River Trading's Head of AI: "If you're using TPUs, you're also kind of entering a very close relationship with Google, some feeling of vendor lock in.. It's a complicated thing if you go down that path. But if you're compute hungry like the big labs, you'll take what you can get. I think Anthropic takes TPUs, Trainium, and GPUs, they need them all." You can also just look at the hoops and hurdles Google is going through to find external buyers of TPUs: - Invested $10B+ in Anthropic (and committed to invest $40B+) - Back-stopped Anthropic's data center leases so that Anthropic's data center developers can obtain financing to house the TPU's Anthropic is buying from Google - Created a new neocloud via a JV with Blackstone to offer TPUs (e.g. buy them from Google to rent) CoreWeave and Nebius are already sold out on the GPUs for which they have data center capacity to bring online.. Both want to diversify their customer bases away from hyperscalers and large AI labs. Doesn't seem to make any sense for them to offer TPUs, when Anthropic is the only company actually buying TPUs from Google, and only after being heavily incentivized to do so. $GOOG $CRWV $NBIS
0:18

The "Neoclouds are too scared of Jensen to offer TPUs!" tweet reminded me of this quote from the Odd Lots episode with Hudson River Trading's Head of AI: "If you're using TPUs, you're also kind of entering a very close relationship with Google, some feeling of vendor lock in.. It's a complicated thing if you go down that path. But if you're compute hungry like the big labs, you'll take what you can get. I think Anthropic takes TPUs, Trainium, and GPUs, they need them all." You can also just look at the hoops and hurdles Google is going through to find external buyers of TPUs: - Invested $10B+ in Anthropic (and committed to invest $40B+) - Back-stopped Anthropic's data center leases so that Anthropic's data center developers can obtain financing to house the TPU's Anthropic is buying from Google - Created a new neocloud via a JV with Blackstone to offer TPUs (e.g. buy them from Google to rent) CoreWeave and Nebius are already sold out on the GPUs for which they have data center capacity to bring online.. Both want to diversify their customer bases away from hyperscalers and large AI labs. Doesn't seem to make any sense for them to offer TPUs, when Anthropic is the only company actually buying TPUs from Google, and only after being heavily incentivized to do so. $GOOG $CRWV $NBIS

Rittenhouse Research

13,919 次观看 • 1 个月前