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To meet the growing demand from AI and data centers, both large-scale nuclear and small, scalable, clean solutions like Oklo’s Aurora powerhouse are essential. Oklo's Aurora powerhouses can be deployed in alignment with data center development phases, providing reliable, 'always-on' power that scales organically with demand. Hear from Oklo’s...

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Oklo

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16,475 просмотров • 1 год назад •via X (Twitter)

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Fast reactor technology is the foundation that connects Oklo's power, fuel, and isotope business lines into one integrated system. Our fast-fission powerhouses provide clean, always-on electricity while enabling practical fuel recycling, which can produce isotopes for medical, industrial, space, and national security applications. Together, these business lines function as one platform that maximizes value across the nuclear lifecycle.
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Fast reactor technology is the foundation that connects Oklo's power, fuel, and isotope business lines into one integrated system. Our fast-fission powerhouses provide clean, always-on electricity while enabling practical fuel recycling, which can produce isotopes for medical, industrial, space, and national security applications. Together, these business lines function as one platform that maximizes value across the nuclear lifecycle.

Oklo

15,350 просмотров • 2 месяцев назад

All this used to be underwater Lake Mead is on the border between Nevada and Arizona and it’s water levels are now critically low There are many Data Centers that have been put in the Lake Mead area and draw directly from the lake - Google’s Henderson data center consumed roughly 352 million gallons in one year. It directly pulls from the Lake Mead sourced municipal supply - Flexential Data Center facility used around 20 million gallons in one year - Other Data Centers in the area collectively used over 716 million gallons in 2024, with nearly all the water drawing from Colorado River and Lake Mead sources Pair this with droughts, water demand from agriculture and resident use and now there is almost nothing left… just look at this…. The lake is only at about 32% capacity Why is this being allowed
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All this used to be underwater Lake Mead is on the border between Nevada and Arizona and it’s water levels are now critically low There are many Data Centers that have been put in the Lake Mead area and draw directly from the lake - Google’s Henderson data center consumed roughly 352 million gallons in one year. It directly pulls from the Lake Mead sourced municipal supply - Flexential Data Center facility used around 20 million gallons in one year - Other Data Centers in the area collectively used over 716 million gallons in 2024, with nearly all the water drawing from Colorado River and Lake Mead sources Pair this with droughts, water demand from agriculture and resident use and now there is almost nothing left… just look at this…. The lake is only at about 32% capacity Why is this being allowed

Wall Street Apes

626,874 просмотров • 2 месяцев назад

Announcing our commercial partnership with Booster Robotics Booster builds humanoid robot hardware, OS, and developer tools to make humanoid robots more affordable, reliable, and practical. The partnership centers on using simulation to multiply the value of real-robot data—expanding teleoperation demonstrations into scalable training data across diverse tasks and scenes. This joint effort powers sim-real co-training and foundation-model development, accelerating progress from hardware iteration to deployable robot policies. Together, we're building simulation‑powered data infrastructure for Physical AI — making scalable training data accessible to model developers and the broader robotics ecosystem.
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Announcing our commercial partnership with Booster Robotics Booster builds humanoid robot hardware, OS, and developer tools to make humanoid robots more affordable, reliable, and practical. The partnership centers on using simulation to multiply the value of real-robot data—expanding teleoperation demonstrations into scalable training data across diverse tasks and scenes. This joint effort powers sim-real co-training and foundation-model development, accelerating progress from hardware iteration to deployable robot policies. Together, we're building simulation‑powered data infrastructure for Physical AI — making scalable training data accessible to model developers and the broader robotics ecosystem.

Axis Robotics

54,357 просмотров • 2 дней назад

🚨 A MAJOR STEP FOR ADVANCED NUCLEAR: TERRESTRIAL ENERGY SECURES 77-ACRE SITE IN TEXAS FOR MOLTEN SALT REACTOR TESTING. Terrestrial Energy has signed agreements to use a large site at the Texas A&M-RELLIS campus to prepare for testing its Integral Molten Salt Reactor (IMSR) a Generation IV small modular reactor design. Unlike traditional nuclear plants that use solid fuel rods and high-pressure water, this design dissolves low-enriched uranium directly into a liquid salt mixture that acts as both fuel and coolant. Why this matters: • The reactor can cool itself through natural air circulation if power is lost no need for backup pumps • It operates at normal atmospheric pressure, significantly reducing the risk of containment failure • Major components can be factory-built and shipped to site, speeding up construction • The company recently passed key NRC safety evaluations and has a deal to study powering large-scale data centers (up to 4 GW) The deeper implication: As AI and data centers drive massive new electricity demand, there’s growing interest in reliable, always-on, low-carbon power sources that can be deployed faster than traditional large reactors. Molten salt designs like this one offer inherent safety advantages and factory production potential that could help nuclear compete in this new market. Securing a dedicated testing site is a concrete sign that this technology is moving from paper studies toward real-world validation. How important do you think advanced nuclear (like molten salt reactors) will be for powering the AI boom compared to renewables + storage? Follow for more frontier energy and next-generation nuclear technology.
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🚨 A MAJOR STEP FOR ADVANCED NUCLEAR: TERRESTRIAL ENERGY SECURES 77-ACRE SITE IN TEXAS FOR MOLTEN SALT REACTOR TESTING. Terrestrial Energy has signed agreements to use a large site at the Texas A&M-RELLIS campus to prepare for testing its Integral Molten Salt Reactor (IMSR) a Generation IV small modular reactor design. Unlike traditional nuclear plants that use solid fuel rods and high-pressure water, this design dissolves low-enriched uranium directly into a liquid salt mixture that acts as both fuel and coolant. Why this matters: • The reactor can cool itself through natural air circulation if power is lost no need for backup pumps • It operates at normal atmospheric pressure, significantly reducing the risk of containment failure • Major components can be factory-built and shipped to site, speeding up construction • The company recently passed key NRC safety evaluations and has a deal to study powering large-scale data centers (up to 4 GW) The deeper implication: As AI and data centers drive massive new electricity demand, there’s growing interest in reliable, always-on, low-carbon power sources that can be deployed faster than traditional large reactors. Molten salt designs like this one offer inherent safety advantages and factory production potential that could help nuclear compete in this new market. Securing a dedicated testing site is a concrete sign that this technology is moving from paper studies toward real-world validation. How important do you think advanced nuclear (like molten salt reactors) will be for powering the AI boom compared to renewables + storage? Follow for more frontier energy and next-generation nuclear technology.

TheNewPhysics

26,714 просмотров • 1 месяц назад

Canada's Prime Minister Mark Carney wants data centers to be carbon neutral 🤦🏼 "I'd suggest that we can catalyze enormous private sector demand for these (carbon) credits, by committing AI data center development to be carbon neutral. We need a price on carbon." Do you understand how braindead you have to be to suggest to increase the price of computation?! Hundreds of billions of dollars are being invested in data centers in the US, revolutionizing the energy sector and instead of asking why is Canada not building future industries, all the idiot talks about is carbon tax.
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Canada's Prime Minister Mark Carney wants data centers to be carbon neutral 🤦🏼 "I'd suggest that we can catalyze enormous private sector demand for these (carbon) credits, by committing AI data center development to be carbon neutral. We need a price on carbon." Do you understand how braindead you have to be to suggest to increase the price of computation?! Hundreds of billions of dollars are being invested in data centers in the US, revolutionizing the energy sector and instead of asking why is Canada not building future industries, all the idiot talks about is carbon tax.

Kirk Lubimov

36,957 просмотров • 8 месяцев назад

Securing our future starts with securing the resources that power it. Silver is now considered a safe-haven, critical industrial metal, essential to the technologies and infrastructure that drive modern economies. Across the G7, countries are shifting away from “not in my backyard” policies and recognizing the need for mineral development. At Hycroft, we are advancing one of the world’s largest precious metals deposits, positioned to help meet this growing global demand. $HYMC
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Securing our future starts with securing the resources that power it. Silver is now considered a safe-haven, critical industrial metal, essential to the technologies and infrastructure that drive modern economies. Across the G7, countries are shifting away from “not in my backyard” policies and recognizing the need for mineral development. At Hycroft, we are advancing one of the world’s largest precious metals deposits, positioned to help meet this growing global demand. $HYMC

Hycroft Mining

81,650 просмотров • 2 месяцев назад

This is the noise currently coming from the 30MW data center in Dowagiac, Michigan. Now imagine what it will sound like at 340MW. 😱 Research indicates that noise from a 340MW facility could be heard by residents within a 2.5-mile radius—and certain low-frequency sounds from data centers can travel up to five miles from the source.
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This is the noise currently coming from the 30MW data center in Dowagiac, Michigan. Now imagine what it will sound like at 340MW. 😱 Research indicates that noise from a 340MW facility could be heard by residents within a 2.5-mile radius—and certain low-frequency sounds from data centers can travel up to five miles from the source.

Kelly McCarty

389,053 просмотров • 5 месяцев назад

Introducing Grayscale Space and Time Trust $SXT 🪐 , backed by M12 - Microsoft's Venture Fund and integrated with Microsoft Fabric*, connects the power of decentralized blockchains with the speed and flexibility of traditional databases through: 🏢 Enterprise-Readiness: Backed by Microsoft and integrated into Microsoft Fabric*, allowing developers to easily access data from networks like #Bitcoin, Sui, and #Ethereum. 🖊️ Proof of SQL: Verifies queries on tamperproof data using zero-knowledge proofs without needing to rerun or reveal underlying data. ⏳ Decentralized + Scalable: Blends blockchain security with traditional database speed and accessibility for reliable, real-time data access. ✅ Verifiable Data: As we enter the new age of AI, transparency is paramount. Space and Time enables verifiable data, helping ensure we can trust the datasets that power AI systems and smart contract applications. See important disclosures and learn more about the Grayscale Space and Time Trust: *Source: Space and Time press release, May 20, 2025.
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Introducing Grayscale Space and Time Trust $SXT 🪐 , backed by M12 - Microsoft's Venture Fund and integrated with Microsoft Fabric*, connects the power of decentralized blockchains with the speed and flexibility of traditional databases through: 🏢 Enterprise-Readiness: Backed by Microsoft and integrated into Microsoft Fabric*, allowing developers to easily access data from networks like #Bitcoin, Sui, and #Ethereum. 🖊️ Proof of SQL: Verifies queries on tamperproof data using zero-knowledge proofs without needing to rerun or reveal underlying data. ⏳ Decentralized + Scalable: Blends blockchain security with traditional database speed and accessibility for reliable, real-time data access. ✅ Verifiable Data: As we enter the new age of AI, transparency is paramount. Space and Time enables verifiable data, helping ensure we can trust the datasets that power AI systems and smart contract applications. See important disclosures and learn more about the Grayscale Space and Time Trust: *Source: Space and Time press release, May 20, 2025.

Grayscale

81,565 просмотров • 1 год назад

This is Lake Corpus Christi in Texas The dark scarred patches in you see are exposed lakebed, this used to all be underwater There is a drought and an extreme demand for the water for industrial uses like refineries The Mathis water crisis is so great, they’re drilling emergency wells and could lose pumping ability soon Lakefront homes have lost value. Businesses like marinas are hurting. The state park is still open but it looks very different Keep in mind, Texas a while is in an extended drought, yet they are going from 40 data centers to 400 planned data centers in the next 2 years It’s insanity
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This is Lake Corpus Christi in Texas The dark scarred patches in you see are exposed lakebed, this used to all be underwater There is a drought and an extreme demand for the water for industrial uses like refineries The Mathis water crisis is so great, they’re drilling emergency wells and could lose pumping ability soon Lakefront homes have lost value. Businesses like marinas are hurting. The state park is still open but it looks very different Keep in mind, Texas a while is in an extended drought, yet they are going from 40 data centers to 400 planned data centers in the next 2 years It’s insanity

Wall Street Apes

436,297 просмотров • 2 месяцев назад

Pi Ventures Joins Hack VC To Back AI Robotics Startup On Base Axis Robotics (Axis Robotics) has raised a $12 million seed round led by Hack VC, with participation from Pi Network (Pi Network) Ventures, Nomad Capital, 10K Ventures, and other angel investors. The company is building a data engine for Physical AI that combines simulation, real world data capture, and human feedback to generate scalable robotics datasets. Axis said the funding will accelerate development of its global human in the loop data engine. Base (Base APAC) congratulated the team, calling Axis one of the leading scalable Physical AI and robotics platforms building on the network.
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Pi Ventures Joins Hack VC To Back AI Robotics Startup On Base Axis Robotics (Axis Robotics) has raised a $12 million seed round led by Hack VC, with participation from Pi Network (Pi Network) Ventures, Nomad Capital, 10K Ventures, and other angel investors. The company is building a data engine for Physical AI that combines simulation, real world data capture, and human feedback to generate scalable robotics datasets. Axis said the funding will accelerate development of its global human in the loop data engine. Base (Base APAC) congratulated the team, calling Axis one of the leading scalable Physical AI and robotics platforms building on the network.

BSCN

51,347 просмотров • 11 дней назад

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.
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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

186,041 просмотров • 7 месяцев назад

Get Ready, OptimAI Lite Node Drops Soon! The revolution of AI Agents is YOURS to power. Mine data, fuel AI, and stack rewards—100% decentralized. What’s in it for YOU? 🔸Scrape killer #AI training data from the web Validate models with smarts + AI precision 🔸Run next-gen AI #DePIN tasks from your device 🔸Be the heartbeat of the AI future. Launch is this close—don’t sleep on it! Dive in:
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Get Ready, OptimAI Lite Node Drops Soon! The revolution of AI Agents is YOURS to power. Mine data, fuel AI, and stack rewards—100% decentralized. What’s in it for YOU? 🔸Scrape killer #AI training data from the web Validate models with smarts + AI precision 🔸Run next-gen AI #DePIN tasks from your device 🔸Be the heartbeat of the AI future. Launch is this close—don’t sleep on it! Dive in:

OptimAI Network

39,982 просмотров • 1 год назад

€300 million of EURC is now in circulation, proof of the growing demand for MiCA-compliant, fully reserved euro stablecoins that can be used globally. From real-time settlement to global commerce, stablecoins are becoming a core building block of the digital economy: trusted, transparent, and built for scale. Thank you to all the developers, institutions, and users building the future of programmable value with us.
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€300 million of EURC is now in circulation, proof of the growing demand for MiCA-compliant, fully reserved euro stablecoins that can be used globally. From real-time settlement to global commerce, stablecoins are becoming a core building block of the digital economy: trusted, transparent, and built for scale. Thank you to all the developers, institutions, and users building the future of programmable value with us.

Circle

45,292 просмотров • 7 месяцев назад

SMRT x NVIDIA🤝 We are excited to announce we have been enrolled into the NVIDIA Developer program! Included in this prestigious program is access to advanced tools and SDKs, training resources, early access programs and unlimited use of NVIDIA On-Demand Services. Additionally, the SmartMoney team will be attending the NVIDIA GTC AI Conference, networking with the top brains in AI development who will be in attendance, including Jensen Huang CEO of NVIDIA and Brad Lightcap COO of OpenAI . As a nascent AI Blockchain project, this partnership will be crucial as we scale and build out our platform and services, given NVIDIA's wealth of resources in the AI industry. Make sure to follow our twitter for more updates as we continue to partner with and learn from the strongest projects and firms in our field.
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SMRT x NVIDIA🤝 We are excited to announce we have been enrolled into the NVIDIA Developer program! Included in this prestigious program is access to advanced tools and SDKs, training resources, early access programs and unlimited use of NVIDIA On-Demand Services. Additionally, the SmartMoney team will be attending the NVIDIA GTC AI Conference, networking with the top brains in AI development who will be in attendance, including Jensen Huang CEO of NVIDIA and Brad Lightcap COO of OpenAI . As a nascent AI Blockchain project, this partnership will be crucial as we scale and build out our platform and services, given NVIDIA's wealth of resources in the AI industry. Make sure to follow our twitter for more updates as we continue to partner with and learn from the strongest projects and firms in our field.

SmartMoney

21,230 просмотров • 2 лет назад

Turn complex docs into clean, LLM-ready data! Every AI company I've talked to is solving the same problem: how do you build systems that don't hallucinate and back up every answer with proper citations? Tensorlake is a tool that extracts custom-defined structured data from any unstructured document in 3 steps: ↳ Define your schema ↳ Enable citations ↳ Extract You get RAG-ready data with precise citations and bounding boxes. Feed this to your LLM, and you'll generate responses that are citation-backed and fully auditable. This is the difference between a demo and a production system. When your AI can show exactly where it got its information, you move from proof-of-concept to something people can actually trust and deploy. I've shared the Tensorlake GitHub repo in the replies!
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Turn complex docs into clean, LLM-ready data! Every AI company I've talked to is solving the same problem: how do you build systems that don't hallucinate and back up every answer with proper citations? Tensorlake is a tool that extracts custom-defined structured data from any unstructured document in 3 steps: ↳ Define your schema ↳ Enable citations ↳ Extract You get RAG-ready data with precise citations and bounding boxes. Feed this to your LLM, and you'll generate responses that are citation-backed and fully auditable. This is the difference between a demo and a production system. When your AI can show exactly where it got its information, you move from proof-of-concept to something people can actually trust and deploy. I've shared the Tensorlake GitHub repo in the replies!

Akshay 🚀

58,172 просмотров • 9 месяцев назад

How can AI agents gain true autonomy? CARV ID (ERC-7231) is transforming AI and blockchain integration by creating trustless, sovereign AI agents. This identity protocol aggregates cross-chain and off-chain data, enabling AI Beings to operate with verified identity, privacy, and autonomy. By unifying fragmented data and enriching it with actionable metrics, CARV ID powers the D.A.T.A Framework, giving AI agents access to contextualized insights while preserving user data sovereignty. This means developers can build AI systems that learn, evolve, and act independently within a secure, decentralized ecosystem, free from centralized control. For businesses and researchers, this opens a new frontier where AI-driven decisions are transparent, verifiable, and privacy-preserved. CARV's integration of Solana scalability and Ethereum security ensures these trustless AI agents perform with speed at scale. The future is clear: AI Beings will no longer be mere tools, they will be sovereign participants in digital economies. What implications do you see for AI autonomy in blockchain?
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How can AI agents gain true autonomy? CARV ID (ERC-7231) is transforming AI and blockchain integration by creating trustless, sovereign AI agents. This identity protocol aggregates cross-chain and off-chain data, enabling AI Beings to operate with verified identity, privacy, and autonomy. By unifying fragmented data and enriching it with actionable metrics, CARV ID powers the D.A.T.A Framework, giving AI agents access to contextualized insights while preserving user data sovereignty. This means developers can build AI systems that learn, evolve, and act independently within a secure, decentralized ecosystem, free from centralized control. For businesses and researchers, this opens a new frontier where AI-driven decisions are transparent, verifiable, and privacy-preserved. CARV's integration of Solana scalability and Ethereum security ensures these trustless AI agents perform with speed at scale. The future is clear: AI Beings will no longer be mere tools, they will be sovereign participants in digital economies. What implications do you see for AI autonomy in blockchain?

CARV

96,077 просмотров • 6 месяцев назад

Exciting news from HYPE3.cool! We’re teaming up with Chainbase (💜,💛), the world’s largest omnichain data network to supercharge AI agents with robust on-chain data. Very soon, users will be able to integrate real-time blockchain insights when configuring their agents—making them smarter and more capable than ever! What this means: - Real-time on-chain data for enhanced decision-making - Greater agent intelligence powered by advanced data analytics - Seamless blockchain integration backed by Chainbase (💜,💛)’s decentralized infrastructure About Chainbase: Chainbase is the world’s largest omnichain data network built to power the AI economy with high-quality on-chain data. Through its innovative four-layer, dual-consensus architecture, Chainbase’s network, anchored by Chainbase AVS, provides secure, interoperable data for AI and Web3. Your AI agents can now tap into rich, reliable on-chain insights—paving the way for more dynamic and intelligent interactions. This is just the start of making AI agents truly Web3-native. Stay tuned as we build the future of intelligent property in partnership with Chainbase (💜,💛)! #Web3 #AI #Blockchain
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Exciting news from HYPE3.cool! We’re teaming up with Chainbase (💜,💛), the world’s largest omnichain data network to supercharge AI agents with robust on-chain data. Very soon, users will be able to integrate real-time blockchain insights when configuring their agents—making them smarter and more capable than ever! What this means: - Real-time on-chain data for enhanced decision-making - Greater agent intelligence powered by advanced data analytics - Seamless blockchain integration backed by Chainbase (💜,💛)’s decentralized infrastructure About Chainbase: Chainbase is the world’s largest omnichain data network built to power the AI economy with high-quality on-chain data. Through its innovative four-layer, dual-consensus architecture, Chainbase’s network, anchored by Chainbase AVS, provides secure, interoperable data for AI and Web3. Your AI agents can now tap into rich, reliable on-chain insights—paving the way for more dynamic and intelligent interactions. This is just the start of making AI agents truly Web3-native. Stay tuned as we build the future of intelligent property in partnership with Chainbase (💜,💛)! #Web3 #AI #Blockchain

HYPE3.cool

17,700 просмотров • 1 год назад

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 просмотров • 1 месяц назад

Holy sh!t ! OpenAI will have their custom inference chips ready in just a few months and deployed at scale by the end of the year! 🤯 Training chip = The heavy lifters that require massive amounts of data and power to build and teach the AI models from scratch. Inference chip = The specialized, highly efficient chips that actually run the AI and generate the answers in real-time when you use it. This is going to help OpenAI drastically cut down their massive compute costs, speed up model reasoning times, and finally break free from relying entirely on Nvidia to scale their operations.
0:14

Holy sh!t ! OpenAI will have their custom inference chips ready in just a few months and deployed at scale by the end of the year! 🤯 Training chip = The heavy lifters that require massive amounts of data and power to build and teach the AI models from scratch. Inference chip = The specialized, highly efficient chips that actually run the AI and generate the answers in real-time when you use it. This is going to help OpenAI drastically cut down their massive compute costs, speed up model reasoning times, and finally break free from relying entirely on Nvidia to scale their operations.

Chris

60,278 просмотров • 4 месяцев назад

All this used to be underwater... Lake Mead sits on the Nevada-Arizona border, and its levels have dropped to critically low points. Numerous data centers in the area pull water straight from the lake, with Google’s Henderson facility using about 352 million gallons in a year, Flexential around 20 million, and others collectively over 716 million gallons last year, nearly all sourced from the Colorado River and Lake Mead. Add in droughts, plus farming and household demand, and the result is a basin running dry, now sitting at roughly 32 percent capacity. How is any of this still allowed?
0:16

All this used to be underwater... Lake Mead sits on the Nevada-Arizona border, and its levels have dropped to critically low points. Numerous data centers in the area pull water straight from the lake, with Google’s Henderson facility using about 352 million gallons in a year, Flexential around 20 million, and others collectively over 716 million gallons last year, nearly all sourced from the Colorado River and Lake Mead. Add in droughts, plus farming and household demand, and the result is a basin running dry, now sitting at roughly 32 percent capacity. How is any of this still allowed?

healthbot

22,961 просмотров • 2 месяцев назад