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1:00
Crypto (@CryptoOpener) on X
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1 month ago
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Crypto
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X Freeze (@XFreeze) on X
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1 month ago
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X Freeze
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Enterprise AI isn't one-size-fits-all.@DanRMcNamara, AMD SVP and GM of Compute and Enterprise AI, explains why the future is a distributed AI deployment model spanning cloud, on-premises infrastructure and AI PCs.Hear how AMD is enabling every stage of the AI journey.
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AI at AMD (@AIatAMD) on X
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AI at AMD
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Not everyone will succeed in the model business."You've seen a lot of companies spend a huge amount on compute and then not end up with a good model." - @nickfrosst
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1 month ago
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Cohere
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Today's computers don't just compute - they move data.C.L.M. - Crystalline Lattice Matrix explores a new architecture uniting memory, computation and photonic communication in one programmable matrix.No prototype yet. Architecture in development.Designing matter that computes.#Photonics #Computing
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Symbioza2025 | ASA |
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zoryn (@z0rynx) on X
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1 month ago
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Chamath on all important “prefill” and “decode.” in AI compute.Prefill is compute-bound; massive parallel GPUs win, so Nvidia dominates as context grows.Decode is memory-bandwidth bound as each next token depends on scanning what’s already generated
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1 month ago
x.com
Rohan Paul
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How do we compute the reputation of a machine?@peaq @dorloechter
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1 month ago
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Intercognitive
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BlackRock CEO, Larry Fink, on cost of AI compute:"My question to hyperscaler business is not if they have enough demand, but how quickly they can bring down their cost of compute. I worry about the small and medium businesses. How are they going to be able to compete in this new AI technology world? So the biggest question I ask behind the scenes is how quickly we can bring down the cost of compute?"Via @CNBC
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1 month ago
x.com
P Equity Research 📰
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KraneShares (@KraneShares) on X
19.7K views
1 month ago
x.com
KraneShares
0:21
"Compute is revenues. Performance per watt is your revenues. Choosing the wrong architecture just because the chips are cheaper doesn't translate, doesn't make sense." — Jensen Huang, CEO of NVIDIA In the age of AI factories, compute is revenue — every token produced is profitable — making delivered performance per watt, reliability, and the long lifetime of these systems the core financial levers, not just peak specs.Hear Jensen explain it at his #NVIDIAGTC Taipei keynote:
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3 months ago
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NVIDIA AI Infrastructure
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NEWS: SpaceX is reportedly in talks with the Pentagon to provide billions of dollars worth of data-center compute for its AI push. This deal could give the U.S. military access to SpaceX infrastructure, per Reuters.This has not yet been officially confirmed by Elon Musk.
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1 month ago
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Tsera (@Tserawho) on X
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Tsera
6:32
Today, Elon Musk had a conversation with Texas Governor Abbott on The Sean Hannity Show. He said first AI satellites launch next year and large-scale compute in space in about two years. He noted thousands of early SpaceX employees became millionaires via stock grants. For Mars, first people possible in about five years, with thousands sent in 10-12 years. H/T James Stephenson (@ICannot_Enough)!
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2 months ago
x.com
S.E. Robinson, Jr.
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SemiAnalysis (@SemiAnalysis_) on X
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SemiAnalysis
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beamnxw ./ (@beamnxw) on X
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1 month ago
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beamnxw ./
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Chamath on all important “prefill” and “decode.” in AI compute.Prefill is compute-bound; massive parallel GPUs win, so Nvidia dominates as context grows.Decode is memory-bandwidth bound as each next token depends on scanning what’s already generatedhttps://t.co/8ev1DXSeTk
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3 months ago
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Mahachai 🦇🔊 (@EthereumThaila1) on X
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1 month ago
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