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This is huge! A UCLA team managed to build an optical generative model that runs on light instead of GPUs. In their demo, a shallow encoder maps noise into phase patterns, which a free-space optical decoder then transforms into images—digits, fashion, butterflies, faces, even Van Gogh–style art—without any computation...

173,558 просмотров • 9 месяцев назад •via X (Twitter)

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Jensen Huang is investing in every photonics company he can find and the reason why tells you everything about where AI is headed (Save this). Lip-Bu Tan, the CEO of Intel says, when he looks for investment opportunities, he looks for the bottleneck and right now, the bottleneck is the interconnect, the pipes that move data between chips inside an AI data center. That is why he backed Credo Semiconductor, Astera Labs and Celestial AI on the optical side. Here is the simple version of what the interconnect bottleneck actually means. Think of an AI data center like a city, the GPUs are the buildings where all the work happens but for those buildings to function, you need roads connecting them, fast roads that can carry enormous traffic without congestion. And those roads are now the single biggest constraint on AI performance. As clusters scale to hundreds of thousands of GPUs, traditional copper wiring is hitting its physical limits and that is where this entire sector comes in. Credo Semiconductor (CRDO) is the most direct pure play on this theme, Credo makes high speed cables and optical chips that connect GPUs inside data center racks. Their revenue tripled in fiscal 2026 to $1.3 billion, growing 272% year over year at its peak and four of the world's largest hyperscalers each individually account for more than 10% of Credo's revenue. Astera Labs (ALAB) solves the connection problem between different chip types. Astera makes the PCIe and connectivity chips that manage data flow between GPUs, CPUs, and memory without errors or slowdowns. Their revenue grew 93% year over year to $308 million in Q1 2026 alone. The optical companies are where the longer-term and potentially larger opportunity lives. Copper has physical limits, you can only push electrical signals so far before the signal degrades, the heat spikes and power consumption explodes. The solution is light, fiber optic connections that move data using photons instead of electrons which is faster, cooler and far more energy efficient. Jensen Huang made this clear at Computex 2026 because copper works as long as physically possible but at greater distances and larger scale, optics takes over. Coherent (COHR) is the most established optical company in this space. Coherent makes the lasers, transceivers, and optical components at the foundation of all fiber optic communications. Nvidia signed a multibillion-dollar purchase commitment and invested $2 billion directly into the company and their customer order books are already extending out to 2028. Marvell (MRVL) is the most comprehensive bet across the entire connectivity stack. Marvell makes chips for optical networking, PCIe switching and custom AI silicon. Jensen Huang called Marvell the next trillion dollar company at Computex 2026 and backed it with a $2 billion Nvidia investment. Marvell also acquired Celestial AI, the exact company Lip-Bu Tan backed for $3.25 billion, gaining photonic fabric technology delivering 16 terabits per second of bandwidth. Lumentum (LITE), Corning (GLW), and Ciena (CIEN) round out the major public names. Lumentum received a $2 billion Nvidia investment for laser and photonics components. Corning known mostly for phone glass received $500 million from Nvidia for optical connectivity work and is up over 100% year to date. Ciena runs the optical networking systems between data centers and is seeing analyst price targets raised on the back of the AI optics boom. Every time a hyperscaler spends a billion dollars on Nvidia GPUs, the surrounding infrastructure, cables, switches, transceivers, optical components has to be upgraded to match. The smarter the GPU gets, the more the interconnect matters. Nvidia has committed at least $6.5 billion to photonics companies in the past 4 months alone and the companies building the roads between the GPUs may end up being just as valuable as the companies building the GPUs themselves. Follow me Melvin for more AI, semis and the next big market themes.

Melvin

151,246 просмотров • 16 дней назад

Small Language Models (SML) are the future of AI. "Small" (SML) instead of "Large" (LLM). These small models are highly specialized models with superhuman abilities on specific tasks. Here are two techniques to build these models: • Spectrum • Model Merging I give you a short introduction in the attached video, but here is a quick summary: Spectrum helps us identify the most relevant layers to solve one specific task. We can ignore everything else and focus on fine-tuning these layers. Using Spectrum, we can fine-tune models in a heartbeat. Model Merging combines multiple models into a unique, much better model than any of the individual input models. You can also combine models specialized in different tasks and get a model with multiple abilities. This is the state of the art of productizing models. It's what Arcee.ai's platform does behind the scenes. Arcee collaborated with me on this post and is sponsoring it. There are three main steps to produce a model for your particular use case: 1. You create a dataset by uploading your data. 2. You train a model. At this step, Arcee uses Spectrum and Model Merging to produce a highly specialized model for your task. 3. You can deploy that model to any environment you want. Three important notes: • Training process is 2x faster and 2x cheaper than regular fine-tuning. • Resultant models are smaller and have higher accuracy. • They create these specialized models from open-source models. Check this site so you can fully appreciate how this works: If you want to fine-tune an open-source model, consider Arcee's platform. This is the state of the art.

Santiago

164,162 просмотров • 2 лет назад

Today Mirror Mirror AI is launching the marketplace where fashion models license their likeness and brands get stunning AI-generated imagery featuring real people. Commercially licensed, model-approved. Try our platform: As a fashion model I used to spend hours on fashion photoshoot sets. I later did my PhD in CS and became a Research Scientist on AI for fashion. I can see clearly that AI image generation is replacing a large portion of my old job. But brands that use AI recklessly have already paid the price. It damages reputations and hurts the bottom line. Putting real people at the core of AI-generated imagery isn't just about avoiding backlash. It's better business. That's what Mirror Mirror AI is built for. Right now, Mirror Mirror AI houses agency-signed models who have graced the covers of Vogue and Harper's Bazaar. You can digitally book them using our fashion-centric AI software, get your campaign done in hours instead of weeks, and never have to fly anyone in. You purchase a license for commercial use upon approval, and the models get paid. Mirror Mirror AI is also opening a global call for independent models from anywhere in the world to apply to be featured on the platform. Work with fashion brands internationally, choose the projects you take on, and earn from your own likeness on your own terms. Selected models will be announced at an exclusive event in New York during Tech Week this June. Apply for the open call: A huge thank you to our incredible team for pouring their hearts into this launch, and to a16z a16z speedrun 🧊 for believing in our vision from the start. We're just getting started.

Yusan Lin

234,364 просмотров • 3 месяцев назад

📢📢 𝐀𝐯𝐚𝐭𝟑𝐫 📢📢 Avat3r creates high-quality 3D head avatars from just a few input images in a single forward pass with a new dynamic 3DGS reconstruction model. Video: Project: Our core idea is to make Gaussian Reconstruction Models animatable. We find that a simple cross-attention to an expression code sequence is already sufficient to model complex facial expressions. We then incorporate position maps from DUSt3R and feature maps from Sapiens to facilitate the prediction task. While DUSt3R's position maps act as a pixel-aligned initialization for the Gaussians' positions, the Sapiens feature maps help the cross-view transformer to match corresponding image tokens in the 4 input images. One major challenge in creating a 3D head avatar from smartphone images comes from inconsistent facial expressions when the subject could not remain perfectly static during the capture. We eliminate this static requirement by simply showing our model input images with different facial expressions during training. This technique makes our model robust to inconsistent input images later on. Finally, we show that despite the model has been trained with 4 input images, one can even create a 3D head avatar when only a single image is available. To achieve this, we employ a pre-trained 3D GAN to lift the single image to 3D and then render the 4 input images for our model. This allows us to create 3D head avatars from single images and even highly out-of-distribution examples like AI generated faces, paintings or statues. Great work by Tobias Kirschstein from his internship at Meta with Javier Romero, Artem Sevastopolsky, and Shunsuke Saito

Matthias Niessner

74,698 просмотров • 1 год назад

Check out our #PAMI paper with code "Dense Continuous-Time Optical Flow from Event Cameras," where we show how to regress *continuous-time* trajectories of every pixel from event cameras alone or events plus frames! The key idea is to iteratively estimate per-pixel polynomials using a recurrent lookup and update scheme. Paper: Code: DOI: We present a method for estimating dense continuous-time optical flow from event data. Traditional dense optical flow methods compute the pixel displacement between two images. Due to missing information, these approaches cannot recover the pixel trajectories in the blind time between two images. We show that it is possible to compute per-pixel, continuous-time optical flow using events from an event camera. Events provide temporally fine-grained information about movement in pixel space due to their asynchronous nature and microsecond response time. We leverage these benefits to predict pixel trajectories densely in continuous time via parameterized Bézier curves. To achieve this, we build a neural network with strong inductive biases for this task: First, we build multiple sequential correlation volumes in time using event data. Second, we use Bézier curves to index these correlation volumes at multiple timestamps along the trajectory. Third, we use the retrieved correlation to update the Bézier curve representations iteratively. Our method can optionally include image pairs to boost performance further. To train and evaluate our model, we introduce a synthetic dataset (MultiFlow) that features moving objects and ground truth trajectories for every pixel. Our quantitative experiments suggest that our method successfully predicts pixel trajectories in continuous time and is competitive in the traditional two-view pixel displacement metric on MultiFlow and DSEC-Flow. Open source code and datasets are released to the public. Kudos to Mathias Gehrig Manasi Muglikar

Davide Scaramuzza

12,637 просмотров • 2 лет назад

InstantDrag Improving Interactivity in Drag-based Image Editing discuss: Drag-based image editing has recently gained popularity for its interactivity and precision. However, despite the ability of text-to-image models to generate samples within a second, drag editing still lags behind due to the challenge of accurately reflecting user interaction while maintaining image content. Some existing approaches rely on computationally intensive per-image optimization or intricate guidance-based methods, requiring additional inputs such as masks for movable regions and text prompts, thereby compromising the interactivity of the editing process. We introduce InstantDrag, an optimization-free pipeline that enhances interactivity and speed, requiring only an image and a drag instruction as input. InstantDrag consists of two carefully designed networks: a drag-conditioned optical flow generator (FlowGen) and an optical flow-conditioned diffusion model (FlowDiffusion). InstantDrag learns motion dynamics for drag-based image editing in real-world video datasets by decomposing the task into motion generation and motion-conditioned image generation. We demonstrate InstantDrag's capability to perform fast, photo-realistic edits without masks or text prompts through experiments on facial video datasets and general scenes. These results highlight the efficiency of our approach in handling drag-based image editing, making it a promising solution for interactive, real-time applications.

AK

71,232 просмотров • 1 год назад

Today, we’re excited to announce our $50M Series B, led by Greenfield Partners, with participation from Lightspeed and Notable Capital. 🚀 At Patronus AI, we develop simulations and evals to train and improve AI. The first phase of AI was built on static benchmarks, but that era is over. As agents are used to solve longer and longer tasks, they need to practice in dynamic, living worlds to get better. Simulations are the critical infrastructure powering this next phase. As a company, we’re behind the most influential research and products in AI evaluation, like FinanceBench, Lynx, and Percival. And things have moved at the speed of light since.⚡ We partner with the world's leading frontier AI labs and enterprises, and our revenue has grown more than 15x over the past year. Additionally, today, we’re introducing a preview of the first Digital World Model for AI agent training and simulation: Patronus-DWM. Digital World Models are language diffusion world models that predict realistic environment behaviors and steer agent actions across digital workflows. Just as physical world models predict how objects move through space, we’re developing the equivalent for the digital world: predicting how agents act in digital workflows, then using that to scale the creation of high-quality training data for LLMs. Digital World Models help us push the frontier of ultra long horizon workflows, and unlock a new class of self-improving RL environments. This is our scalable approach to simulating all of the world’s intelligence. The round was also joined by Datadog, Inc., Samsung Ventures, Gokul Rajaram, Factorial Capital, and a large cohort of amazing AI leaders across Anthropic, OpenAI, Google DeepMind, NVIDIA, Recursive, and more.✨ It has been the ride of a lifetime. But we’re just getting started. The best is yet to come. "Do not go gentle into that good night, Rage, rage against the dying of the light" - Dylan Thomas (1954)

PatronusAI

93,885 просмотров • 19 дней назад

Today, we’re excited to announce our $50M Series B, led by Greenfield Partners (formerly TPG Capital), with participation from Lightspeed and Notable Capital. 🚀 At PatronusAI, we develop simulations and evals to train and improve AI. The first phase of AI was built on static benchmarks, but that era is over now. As agents are used to solve longer and longer tasks, they need to practice in dynamic, living worlds to get better. Simulations are the critical infrastructure powering this next phase. As a company, we’re behind the most influential research and products in AI evaluation, like FinanceBench, Lynx, and Percival. And things have moved at the speed of light since. ⚡ We partner with the world's leading frontier AI labs and enterprises, and our revenue has grown more than 15x over the past year. Additionally, today, we’re introducing a preview of the first Digital World Model for AI agent training and simulation: Patronus-DWM. Digital World Models are language diffusion world models that predict realistic environment behaviors and steer agent actions across digital workflows. Just as physical world models predict how objects move through space, we’re developing the equivalent for the digital world: predicting how agents act in digital workflows, then using that to scale the creation of high-quality training data for LLMs. Digital World Models help us push the frontier of ultra long horizon workflows, and unlock a new class of self-improving RL environments. This is our scalable approach to simulating all of the world’s intelligence. The round was also joined by Datadog, Inc., Samsung Ventures, Gokul Rajaram, Factorial Capital, and a large cohort of amazing AI leaders and researchers across Anthropic, OpenAI, Google DeepMind, NVIDIA, Recursive, and more. ✨ It has been the ride of a lifetime. But we’re just getting started. The best is yet to come. "Do not go gentle into that good night, Rage, rage against the dying of the light" - Dylan Thomas (1954)

Anand Kannappan

38,520 просмотров • 19 дней назад

🚨 Paper Alert 🚨 ➡️Paper Title: Articulate3D: Zero-Shot Text-Driven 3D Object Posing 🌟Few pointers from the paper 🎯Authors of this paper proposed a training-free method, “Articulate3D”, to pose a 3D asset through language control. 🎯Despite advances in vision and language models, this task remains surprisingly challenging. 🎯To achieve this goal, they decomposed the problem into two steps. 🎯They modified a powerful image-generator to create target images conditioned on the input image and a text instruction. 🎯They then align the mesh to the target images through a multi-view pose optimisation step. 🎯 In detail, they introduced a self-attention rewiring mechanism (RSActrl) that decouples the source structure from pose within an image generative model, allowing it to maintain a consistent structure across varying poses. 🎯They observed that differentiable rendering is an unreliable signal for articulation optimisation; instead, they used keypoints to establish correspondences between input and target images. 🎯The effectiveness of Articulate3D is demonstrated across a diverse range of 3D objects and free-form text prompts, successfully manipulating poses while maintaining the original identity of the mesh. 🎯Quantitative evaluations and a comparative user study, in which their method was preferred over 85% of the time, confirm its superiority over existing approaches. 🏢Organization: University of Oxford , Google DeepMind 🧙Paper Authors: Oishi Deb, Anjun Hu, Ashkan Khakzar, Philip Torr, Christian Rupprecht 📝 Read the Full Paper here: 🗂️ Project Page: 🎥 Be sure to watch the attached Demo Video - Sound on 🔊🔊 Find this Valuable 💎 ? ♻️QT and teach your network something new Follow me 👣, naveen manwani , for the latest updates on Tech and AI-related news, insightful research papers, and exciting announcements.

naveen manwani

14,334 просмотров • 10 месяцев назад