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“We’ve had over 16,000 confidential workloads deployed this year.” On the latest Novelty Search, Targon shared that average revenue per user grew from $83 to $5,000, with SN4 supporting both Web2 training runs and Bittensor subnets. They also detailed Targon Tower, a high-performance computer for the home designed to...

16,083 次观看 • 15 天前 •via X (Twitter)

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For anyone trying to understand Bittensor from first principles, this lecture is a useful place to start. Presented by Bittensor co-founder const. Learn Bittensor > Start with Bitcoin, distributed systems, incentives, > How Bitcoin leads to Bittensor Subnets coordinating AI infrastructure. Topics: // Start - Bitcoin as more than a digital currency // Risks of AI centralization + closed systems // "The incentive computer" // How Bittensor subnets work (mining, validating) // How distributed AI infrastructure could scale globally // Impact on students, builders & future founders Recorded at the National University of Singapore Computer Science Club. NUS Computing Chapters - Bitcoin, AI, and Bittensor - Bitcoin history and decentralization - AI changes how engineers work - The danger of centralized AI power - Why most crypto visions fail - Bitcoin as the world’s largest compute network - Bitcoin as a market for compute - The idea of an “incentive computer” - Bitcoin compared to Bittensor - Classroom example of decentralized scoring - A simple subnet example - SN62 :: Ridges AI | SN62 SWE agents - SN3 templar :: Distributed AI Training - SN52 lium.io :: GPU rentals on Bittensor 128 subnets, some examples Why this matters for the future of work Q&A Subnet examples mentioned @ SN64 - Serverless + TEE Compute :: Chutes SN8 - Prop firm Vanta Trading SN52 - AutoML :: Gradients SN62 - SWE agents :: Ridges AI | SN62 SN51 - Compute / GPU rental lium.io SN4 - TEE compute for enterprise :: Targon SN3 - 72B Distributed Training run :: templar SN41 - Prediction markets :: Almanac SN44 - Computer Vision Score - Subnet 44 SN68 - Drug discovery :: METANOVA SN18 - Weather Forecasting Zeus | SN 18 SN50 - Bitcoin prediction data :: Synthdata SN61 - Quantum computing :: qBitTensor Labs SN14 - Bitcoin mining pool :: TaoHash SN34 - Perp Dex :: 0xMarkets SN17 - 3D model generation :: 404 SN33 - Data analytics :: ReadyAI SN19 - [Since relaunched] RPC infrastructure :

Openτensor Foundaτion

1,173,212 次观看 • 4 个月前

Today we announced our new Fairwater datacenter in Atlanta, connected with our first Fairwater site in Wisconsin and our broader Azure footprint to create the world’s first AI superfactory. Fairwater exemplifies our vision for a fungible fleet: infra that can serve any workload, anywhere, on fit-for-purpose accelerators and network paths, with maximum performance and efficiency. AI workloads have evolved beyond large-scale pre-training. Today, they encompass fine-tuning, reinforcement learning (RL), synthetic data generation, evaluation pipelines, and more. Fairwater is built to support this full lifecycle: Max density: Fairwater’s two-story design and liquid cooling system lets us place racks in three dimensions and pack them with GPUs as densely as possible, minimizing cable runs and improving latency and effective bandwidth. Fleet: Each Fairwater DC can integrate hundreds of thousands of the latest NVIDIA GPUs into a single coherent cluster. This provides flexible infra that can support the full spectrum of workloads, and ensure no GPU is left unnecessarily idle. And that’s on top of the more than 100,000 GB300s coming online this quarter alone for inference across the rest of our fleet. For us, it’s all about turning every gigawatt into the maximum number of useful tokens. Not every GW is created equal! Planet-scale: Every Fairwater DC will connect through our continent-spanning AI WAN to prior generations of AI supercomputers, forming a truly fungible pool of compute. This enables developers to scale beyond the capacity of a single site and dynamically land workloads on the right infra for their needs. Together, these innovations let us bring together different generations of silicon and AI systems across DCs and geos into a single elastic system that scales seamlessly across training and inference workloads And this elastic AI capacity is all available alongside all the other cloud services (compute, storage, databases, app services) that AI agents and workloads need. This is what we mean when we talk about building a fungible fleet – a single, unified platform that pushes the limits of performance per watt and per dollar. Read more:

Satya Nadella

907,624 次观看 • 8 个月前

Everyone wrote Apple off as the AI loser, but one hardware spec might flip that story upside down (Save this). @jason called Apple a screaming buy on the back of a single chip detail. The rumored M7 Ultra, expected around 2028, is designed to support up to 1.5TB of unified memory, enough to run frontier class trillion parameter AI models locally, with no cloud required. The Street's bear case on Apple is straightforward. Apple has no frontier model of its own, Siri has stumbled for years and the company effectively rents OpenAI's models for its hardest queries. That narrative treats Apple as the one Magnificent Seven name that missed the AI wave entirely but the bull case flips that framing on its head. If frontier AI models keep shrinking and getting cheaper to run, Apple doesn't need the smartest model in the world, it just needs to own the device that model runs on. And unified memory is the mechanism that makes this possible. Unlike traditional systems where the CPU and GPU each need separate memory, Apple's architecture lets the CPU, GPU and Neural Engine draw from one shared pool. A fully specced M7 Ultra could theoretically run something on the scale of a 1.2 trillion parameter model locally and that capability plugs directly into the one advantage Apple has spent over a decade building: privacy. Apple has already shipped Private Cloud Compute, a system designed so even Apple can't access user data processed off device. Apple doubled down on this at WWDC 2026, framing on device privacy as non-negotiable while rivals default to the cloud. If the best AI models get small enough to run on Apple silicon, the moat stops being the model and becomes the hardware it has to sit on. Milk Road Pro remains bullish on Apple and it remains as one of our core positions, if you want the full thesis + our full AI trades, come join us using the link below for just a $1.

Milk Road AI

37,330 次观看 • 13 天前

Covenant Labs just did a 90-minute AMA breaking down their 3 Bittensor subnets. templar. basilica. grail. Pre-training, compute, and post-training under one roof. Most people missed it. Here's everything they said. Covenant is building what they call the "end to end intelligence continuum." Three subnets. Three layers of the AI stack. All permissionless. Templar (SN3) handles decentralized pre-training. Basilica (SN39) handles compute. Grail (SN81) handles RL post-training. Sam Dare, the lead, put it bluntly. Decentralized training is "humanity's last dance." Not about beating OpenAI head to head. About creating optionality. About making it cheap enough for anyone to train models. The gap between academia and frontier labs is growing exponentially. Researchers can't afford to experiment. The actual training run costs 5% of the reported budget. The other 95% is experimentation. If Covenant cracks cheap training, that entire surface area opens up. On Templar specifically: • Hit 39% emission on Bittensor. Highest since Apex was the only subnet on the network • Covenant-72B trained permissionlessly with 70+ contributors on commodity internet • 1.1 trillion tokens processed. No centralized data center • Performance competitive with LLaMA-2-70B On Grail, something flew under the radar. They built Pulse. A weight synchronization method that compresses model updates by 100x. • In RL post-training, only ~1% of weights update per step • Pulse exploits that sparsity. Lossless compression • Prime Intellect's comparable system took 14 minutes to sync a 30B model • Pulse makes decentralized RL training actually feasible at scale • Already used by Cursor The lead researcher on Grail said they've trained on math, code, and GPU kernels. Got 40-60% improvement on benchmarks. Working toward agentic training with 100K+ token context and 30B+ parameter models. On Basilica, the compute subnet: The team was blunt. Just reselling GPU hours is a 5-10% margin game. Traditional compute providers already do that. Their play is value-added services. • "GPU as code." No dashboard. No UI. Agents interact via SDK • Custom scheduler that places workloads across heterogeneous hardware • Verification checks for GPU, CPU, bandwidth, memory, storage, and OS security • Partnerships with providers like Mass Compute for 10-20% below market pricing • Miners compete on useful infrastructure, not just GPU hours Sam then went on a rant about the miner burn debate. His take: Bittensor had to grow up. dTAO introduced investors. The old "miners are God" philosophy doesn't hold. • Subnet owners have a duty to protect token value • Miners are a resource optimization exercise, not a cost reduction exercise • 100% miner emissions on compute subnets = immediate sell pressure • The 41% miner allocation is arbitrary. Different business models need different splits • Fish (who started burns) agreed. Burns usually mean the validation isn't mature enough The bigger point. You can't police burns. Subnets just send to their own keys instead of the burn address. Subnet 28 does exactly that. Sam's position: judge subnets on outcomes, not process. Const has changed the protocol 9-10 times in 2 years. That iteration speed is Bittensor's actual moat. The whole Covenant thesis is playing out in real time. TAO is up 100%+ in a month. Jensen Huang name-dropped the network. Grayscale has an ETF filing. But the real story is three subnets quietly building every layer of decentralized AI.

Jesus Martinez

26,642 次观看 • 4 个月前