X（推特）上的财经、科技与宏观账号。按时间排，不论是否入选精选。
Men will literally offer infinite money from a mysterious portco with billions of capital behind it for the most precious resource in all of technology & capital markets right now instead of going to therapy and it’s gross 引用 @ItzSuds：Looking for 500MW (minimum 250, max 2GW) of powered land for a P
6️⃣ Non-Associative Algebra: The team worked with Muse Spark to find an exception to a proposed rule about mathematical structures inspired by biology. They went further by developing an alternative characterization, which the researchers checked and refined. Read the paper:
👇 Here’s your recap of our biggest AI updates from September 👇 https://t.co/psI6MDbnTM
美国将向Vistra $VST 提供40亿美元贷款，以提升核电产量 引用 @AIQuanting：@wallstengine The only nuclear I see landing before 2030 is uprates at plants already running. Everything new is a 2035 story. How many megawatts does $4B of uprate actually buy?
A sufficiently large quantity is a quality all its own. Big difference between bacteria with one cell and a human with 35 trillion cells, even though both are made of cells. 引用 @XFreeze：Anything TSMC contributes to Terafab would basically be supplemental Terafab itself is going to be absurdly ma
hbm4 又要涨价了🫠，预计涨价 300%🤦🤦，不想说了…说腻了，爱信不信吧😅 Buy the dip，长期持有，Discord在个人资料。
AI算力与数据中心 IREN：原比特币矿企，正转AI云，自建液冷机房并运营GPU算力，已签微软等长约。 CIFR：矿企转供电机房房东，向云厂商出租电力与机柜，客户自带GPU，合约以托管为主。 WULF：主打零碳电力的数据中心开发商，把现成电力租给AI客户，如Anthropic长约。 引用 @cnfinancewatch：目前重点： （AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL （电源/电网/温控）：VRT、ETN、GEV、CEG, SMR, OKLO, VST
隐性利好 2.1 产品提价与缺货供给紧张： $MU（美光）存储短缺持续且Q4展望有利，来源 Seeking Alpha 10-01。 $VRT（维谛）AI订单积压增长，来源 Simply Wall Street 10-02。 $ORCL（甲骨文）云订单积压膨胀，来源 Kalkine Media 10-01。 $DELL（戴尔）加入日本150亿美元AI数据中心项目，来源 Simply
未来轨道上的卫星不仅传输数据，还能够：接收 → 处理 → 计算 → 再传输