X（推特）上的财经、科技与宏观账号
In our 2026 telecom AI survey: • 89% of respondents said open source models and software are important to their AI strategy. • 66% said their company is actively using AI, up from 49% last year. Read the report: https://t.co/qxRZ6dxG1O https://t.co/ak66W8E4Xs
Telcos need AI agents that understand their networks. We provide the full stack to turn open models into specialized agents while keeping operators in control. @ATT, @SoftBank and @Indosat are adopting open models for use cases like autonomous network operations and adapting https://t.co/1fxnyZaVA
Grok 4.7 is excellent at dealing with large code repositories 引用 @XFreeze：Grok 4.7 takes the TOP 3 spots on VulcanBench Frontier v4, outperforming Fable 5.1, Opus 5.5, GPT-6 Astra, GPT-6.1 Sol and other leading frontier models • Grok 4.7 xHigh - 93.15 • Grok 4.7 High - 92.71 • Grok 4.7 Medium - 92
Grok @Bot can be your personal chief financial officer! 引用 @Teslaconomics：I literally hooked up ALL my finance accounts to Grok Bot. I really mean all of them: 1/ Chase 2/ Charles Schwab 3/ E*TRADE 4/ Fidelity 5/ Robinhood 6/ Wealthfront 7/ Apple Card 8/ 𝕏 Money FYI, this is a total of 30 acco
Evaluating Open Models with Artificial Analysis | Nemotron Labs https://t.co/PnydgvUsKM
EmbeddingGemma 2 是一款原生多模态开放模型，面向设备端嵌入。它将代码、图像、音频和视频扩展到文本之外，并统一到共享空间中。
We’re expanding our Cyber Verification Program to give security professionals broader access to our most capable models. Through this program, verified security professionals can access Claude Mythos 5.1, Opus 5.5, and Sonnet 5.5 with safeguards designed for defensive work.
IoT helps people learn. Industrial AI helps systems learn. Physical AI helps the process learn. Azure brings the loop together, and Microsoft has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Global Industrial AIoT Platforms. https://t.co/1e0QHyd5F7 https://t.co/NtqjgDszA0
Google与Constellation公布两项协议细节，合计签约3.6 GW。第一项为890 MW新增核电容量，签订20年购电协议，并涉及伊利诺伊州、宾夕法尼亚州和新泽西州六处站点的11台机组增容，首项增容预计于2028年完成；第二项涉及2,700 MW，原文未提供协议细节。
同一新闻，精选展示《谷歌与Constellation Energy签署20年电力购买协议，拟为PJM新增890兆瓦核电装机》
Kinda interesting that everyone focused on the rolling 12W changes in open vs. closed and when it got most pronounced everyone was freaking out. last two weeks with really good model releases (Opus 5.5, Sol 6.1) closed actually TOOK back share on volume. It's 52% open - 48% https://t.co/cDMNZtwUcd
When The Ads Come to the Data $META $GOOGL full piece: https://t.co/fLIa8v2Gu7 https://t.co/1ItQagXFeg
Wages are at all-time lows, and profits at historic highs, as a percent of GDP. The backlash against A.I. is a backlash against unchecked inequality. My @nytopinion Chart: https://t.co/idu3fyDrgx
I had no idea how brave everyone would get just a few years later. 引用 @ByrneHobart：Who will be brave enough to post the first GPT-3 edition of their blog/column/newsletter? Coolest version of this would be a piece in a prestige publication about how AI will never replace writers.
Mistral 4 is pretty good at lawyer bench and cyber security bench, but give it's European heritage, one can only assume it's also good at regulation bench 引用 @MistralAI：Meet Mistral Large 4, aka Le Chonk. • 1T parameters, natively multimodal. 49B active. It is the best open weights model from US
People talk a lot about how the models are extraordinary in verifiable domains (math, coding etc), while not getting much better at things like writing. But is that actually true? Don’t AI-generated stories keep winning prizes and publication in prestigious outlets? 引用 @generativist：the models are
This is from the SA Tokenomics model which is the only granular split I've seen but again this is the 30-40% inference I cite in terms of monetized compute one could make the argument post-training/RL is inference too but if still used for training/internal purposes, I think it 引用 @socialcapital：~
Shanu Mathew称，自2023年以来，达到给定 AI 性能水平的成本平均每季度下降约47%，相当于每年下降13倍。原文称这一降价速度是 DNA 测序的四倍，并附有链接 https://t.co/e73b7e9V7l。
Frontier model subscriptions are heavily subsidised. I made a tool to see how much my API cost would have been. It cost me $35 (and counting) to build this tool. I'm on the $100/mo business premium plan. So far I've spent $4853 in code, not counting chats. It's been three https://t.co/XNldSvjdIN
Don’t these charts suggest that the monthly subs are still just heavily subsidized by the companies compared to enterprise APIs and that’s unsustainable 引用 @kimmonismus：Holy sh*t, Anthropic’s subscriptions offer so much more value, even compared to the new and efficient GPT-6.1 Sol. It’s not even c
300 sensors per car. 24 races. Zero margin for error. AWS & @f1 built an agentic AI solution that resolves critical issues up to 86% faster, so engineers focus on the future, not the logs. https://t.co/KNvREXn1wH
The model behind this result is now on @huggingface 🤗 Nemotron-Labs-3-Competitive-Coding is a competitive-programming specialist model based on Nemotron-3-Ultra. https://t.co/xEegK23pQ0
Again if you start from the premise that having the most advanced AI is a matter of national security — clearly a view that’s held by many in DC and SF — then the right policy to tame inflation is not to raise rates, but to raise taxes on everything except datacenters. 引用 @colbyLsmith：NEW w/ @benca
Research Spotlight: AI Utilization and Changes in Economic Performance https://t.co/QUAp77mpuL #SCB https://t.co/XeCJUxUB5q
EPS压制PE的美股，献给还在刻舟求剑，疑惑利率上涨，英伟达没像22年那种下跌却破新高的各位。
Apple and a Hacker's Future I was happy for years in Apple's walled garden; with AI, however, their protections feel like limitations. https://t.co/aoNmGjTjp0
QTS、NextEra、Siemens Energy和Quanta通过Lone Star Infrastructure Coalition联手应对得州对数据中心的反弹。得州暂停相关许可审批期间，联盟将直接向居民和地方官员宣传就业与投资。
Nvidia和博通给出的未来12个月AI收入展望合计约8000亿美元。MS认为，当前电力限制不会危及这一收入，但可能使业绩上行更难；两家公司合计占XPUs市场约90%。
People sharing this as bullish are not reading the following lines.. They're very much in my camp of the mid-teens being a reasonable number this year mid-teens to high-teens next year. Need to be very optimistic to be in that 20-30GW/yr camp. Some semis guys are in 30GW+/yr. BTM
Heat rate vs installed cost of various time to power offerings https://t.co/rYZbpSWfDd
WULF修订电力服务协议（ESA），将Muskie的合同电力翻倍至1 GW，并将第二个500 MW的目标时间提前一年至2029年。ESA约定负荷爬坡、最低付款、担保和成本分摊，条款旨在保护现有电力用户。引用内容称，WULF同意承担Kentucky Power计划建设的Big Sandy 760 MW联合循环发电设施的预计融资成本，并提出提供1亿美元冬季电费抵免。
SynMax将美国2026年gross GW部署预期从14–16上调至16–18。Jefferies hosted SynMax，修订反映已开工项目推进加快，尤其是劳动力和资本从准备度较低的项目重新配置的情况。
Shanu Mathew称，UBS预计全球年度机架容量部署将从2026E的26.5 GW升至2030E的104.5 GW，其中50.5 GW将用于Nvidia。作者以ERCOT当前约90GW的峰值负荷作对照，称部署全部容量相当于满足ERCOT目前的峰值负荷；原文列出$NVDA、$GOOGL、$AMD、$MSFT、$META、$ORCL和$AMZN。
贝恩全球基准情景预计，到2030年数据中心IT容量累计净增约149 GW。年度新增量预计从2026年的约20 GW升至2029—2030年的36 GW；美国约占新增容量的50%—67%，近期占比可能更高。
$AAOI is... finally... done... With their $600m ATM program, turns out it's ~$105.36 average. I do think AOI outperforms $LITE, as long as they stop filing these ATM programs. Just due to their sheer magnitude of ramp with $471m/month transceiver revenue + 400K/month ELSFP https://t.co/uq4WwGAe
Per reports, both Microsoft and Meta with significant cuts. Given Anthropic’s revenue concentration and contribution from top 2 customers (of which many people assume Meta was), this could be a meaningful drag on the trajectory of growth. Token cost optimization era has began in 引用 @amir：Microsoft
The difference in what Anthropic and OpenAI as well as many others give you in value for a subscription is insane. We tested Meta, Minimax, Kimi, Grok, and Cursor subscriptions 引用 @SemiAnalysis_：It doesn't make sense to say a subscription plan is worth $ X in isolation. The way to think about subs
OAI and Ant are also at ~30-40% inference with the rest allocated for training It’s one of the most important assumptions in all of compute/tokenomics because it dictates how much compute is monetized and the monetization rate As these guys all scale from 1-2 gigs to 5 GW and 引用 @jukan05：Appare
I get the call out on aggressive valuations for the labs (which should be litigated in public and we’ll see how the IPOs do) but comparing multiples or against historical revenue without accounting for growth (amongst the fastest we’ve ever seen in capitalism) and the rapid 引用 @craigweiss：if meta w
基于 Coherenr 专家访谈，文章估算 COHR 可插拔光模块业绩：800G 与 1.6T 产品合计销售额预计从 2025 年的 41.9 亿美元增至 2026E 的 62.6 亿美元。文中还引用观点称，Cohr 经营效率低于 Lite，但基本面并不差。
高通（QCOM）的AI智能体故事线开始受到关注。引用内容称，Muse charm 将由高通 Snapdragon 提供动力，并提到 CA 曾表示高通正与 OpenAI 和 Meta 合作。