X（推特）上的财经、科技与宏观账号
Early days of OpenAI 引用 @EvaFox：Jensen Huang once admitted that when NVIDIA unveiled its first AI supercomputer, nobody wanted it. Not a single purchase order. Except for Elon Musk. "He goes, 'You know what? I have a company that could really use this.'" But then came the twist: it was a nonprof
中国将在2028年生产大量RAM。韩国一篇财经专栏警告称，新增产能上线后，2029年存储器可能供过于求；专栏认为，韩国只有2-3年时间发展新的增长产业，之后这一周期可能逆转。
Volta 正以约 11% 利率推销约 50 亿美元 AI 基础设施债务，项目有一份为期六年的 Anthropic 算力协议；其中 13 亿美元租赁支持贷款由摩根大通和高盛承销，37 亿美元 GPU 部分在没有两家承销承诺的情况下出售，且该交易尚未评级。
推荐理由：三笔融资的利率、发行价和承销安排呈现了不同资金成本口径，并显示客户合同期限与债务期限之间的差异。
英伟达为 Coreweave 的融资提供 GPU 剩余价值担保，以帮助其获得较便宜的资金；资金由基建巨头提供。Coreweave 2032 年到期的高级无担保债券收益率为 15%，价格为 79；发文者称，资金成本上升、信用风险上升。
The countdown for @NVIDIARTXSpark is on. ⚡️ Join us October 16th as we celebrate the launch around the world! Be part of the excitement in person at one of our worldwide events, or tune in live on Instagram for a special celebration. 📍 https://t.co/jzKnJ4vPz7 https://t.co/G2bmCQSqH5
You give an AI agent a task. What happens next? This video walks through how agents use models and tools to complete tasks, and what makes them fast and responsive. No technical background needed. https://t.co/zoKBeOPqwL
Try Grok Voice 引用 @SpaceXSI：Introducing Grok Voice 3.0, the world’s most intelligent speech-to-speech model. It excels at resolving customer calls, responds in under a second, and costs less than other frontier models. https://t.co/cfDRrkQPEc
Build-A-Claw London ✅️ A visit from @JensenHuang ✅️ A very good day to have a raffle ticket ✅️ Thank you to everyone who stopped by! See you in the next city. https://t.co/WiJzEg7uY0
So many models launching this week! And we have one of our own coming...⌛️ https://t.co/s5Z9QZ984W
Get to know the five companies and what they’re building ⬇️ https://t.co/6i9rydRLMM
Cheers to the UK’s AI builders. 🇬🇧 Tonight in London, @JensenHuang announced new investments in @boltz_bio, @ForesightWorks, @hivergeai, @PrimaMente, and Riverlane. From new medicines to quantum computing, there’s plenty to build. https://t.co/NG0OhNfonM
Grok @Bot can detect scam emails 引用 @wmorrill3：An email from noreply@x.ai landed in my inbox, passed SPF, DKIM, DMARC, and had the blue check Something felt off, so I asked @bot to do a security review. It found a hidden phishing link, explained why every safety check passed, wrote a report to xA
OpenAI 招募了一名负责基础设施和算力业务的 xAI 高管，Sachin 在任职一年后离开，并表示将在几周后开始新的事业，方向仍与算力有关。他称，过去一年已与合作伙伴在俄亥俄州、朴茨茅斯、佐治亚州、Trainium 等项目中落实了两位数 GW 的算力。
一则评论认为，Anthropic全部“有约束力”的基础设施相关承诺，预计对应2027年560亿美元、2028年860亿美元的算力支出。评论称，相比没有时间考量、也未区分固定付款与里程碑付款的5000亿美元总额，这一估算没那么令人担忧。
Seeking Alpha 独立分析师 JR Research 将 Rocket Lab（RKLB）评级从“买入”下调至“持有”，理由包括 Neutron 首飞和商业化里程碑尚未兑现、Electron 订单难以单独支撑高估值，以及前瞻 EV/Revenue 约34倍、股价缺少明确催化。
有谁还记得老马在9月底还说美光值1.2～2万亿甚至更高市值的公司。这两天老马先是整体给了存储一巴掌，然后今天再单独塞给美光一颗甜枣。 https://t.co/jbNd42GNkj 引用 @qinbafrank：也聊聊美光的财报，为何财报很爆股价波澜不惊？1、先看下财报要点： 1）财报依然很强劲，营收和利润规模已进入全新量级，毛利率达到传统半导体难以想象的水平，SCA+押金大幅提升业绩可见度。对下一季的指引也很乐观（营收、EPS大幅超预期）。 https://t.co/lI8XvLG9sg
Made with @Grok @Imagine 引用 @keepgoingAnnie：For those who didn't want the headache here is the same video, but removing the added effects so the light flashing isn't happening anymore or the harsh coloration. I hope this version is more enjoyable for those who share the same problem. Thanks for let
Make music videos easily with Grok @Bot 引用 @anabology：I made a Grok Bot that can use Suno, Midjourney, and Opus to make music videos "Claudia" (the Grok Bot) made this teaser autonomously with @imagine https://t.co/VcQYivuVYE https://t.co/XXZEIhYTt3
European cities are using AI agents to support everyday operations, from managing energy use and maintenance in public buildings to improving services across the city. https://t.co/OWLlwYhBEE
From enterprise to Earthshot, the UK is building with NVIDIA. 🇬🇧 More computing power and open models are helping developers, researchers, and businesses bring AI into healthcare, banking, and public services. We’re also committing $250 million in computing access over five https://t.co/A5e7L55a
Grok @Bot can help with complex taxes 引用 @Texas_Twins_Dad：Grok Bot saved me more than $1,000 today. I had a very complex tax filing with overseas reporting. Complicated, expensive, and hard to find the right accountant. Grok Bot found and organized the necessary documents itself (emails and bank a
法国总统马克龙表示，英伟达将投资法国企业，并承诺支持法德发展欧洲开放研究的倡议。马克龙称，自“选择法国”（Choose France）以来，双方合作扩展至初创企业、大型工业企业、计算基础设施和研究，并共同强调开放、安全、服务于主权的人工智能。
当下的市场估值扩张已让位于EPS兑现 和强劲未来指引，而即将到来的三季度财报是当前市场最大的基本面变量，财报的核心意义在于验证AI盈利能否继续上修、抵消高利率与地缘压力，从而维持市场“韧性”。只要商业化和盈利指引能继续大超预期，AI主线就能持续。 多谢@Mercy_okx 引用 @Mercy_okx：财报明明“超预期”，股价却跌了。到底超的是谁的预期？ 梅西最近找了不少老师请教：接下来的美股财报季，到底该怎么看、怎么找机会？ 平时主要交易 BTC、ETH 的朋友，对资金、情绪和宏观都不陌生。但到了美股财报季，还需要看懂公司交出的这份成绩单。想找密码，先把这几件事弄清楚👇 1️⃣ h
算上今天， 半导体一周跌了10%，MAG7涨1%，等权横盘 半导体过去一个月涨0.9%，MAG7涨6.6%，等权跌1.2%，银行板块跌10%，国防跌8% 半导体的特色就是波动大，从正常波动讲，银行和国防的跌幅可怕多了。 ASTRA, DOTS, MUSE, COPILOT。智能体落地刚刚开始 引用 @Talk666666：@TJ_Research 桃总明天出期视频吧😙今天soxx有点scary
做下半年展望时聊过，我认为EPS会大于PE的噪音（加息，模型公司上市，中期选举），几次直播里我也聊过其实我对于大体量公司连续上市非常敏感（通常都是市场的顶部信号），但我们所在的当下市场是前所未有的，大科技，千亿营收的公司增速仍然可以达到20%+，这是很夸张的。
Grok @Bot is like hiring a super smart employee 引用 @BrianRoemmele：As of tomorrow I will have brought 71 of my large clients to @Grok @Bot at their corporations. It has not failed to revolutionize each department across a wide spectrum of companies. Next week I hold a symposium for executives to ma
Barcelona showed up ready to build 🦞. The road to #NVIDIAGTC Berlin is officially underway. https://t.co/SumnDGk4WE
Let’s get building, Paris. 🦞 @JensenHuang stopped by Build-A-Claw, where developers and startups are getting hands-on with open models to build AI agents of their own. https://t.co/ipezGKUz0X
Customizing Vertical Voice Agents with ASR and LLM Fine-Tuning https://t.co/dBSfkUiKeX
An evening in Paris with Jensen and the founders, researchers, and partners shaping AI across France. 🇫🇷 https://t.co/ATi6RJLThD
.@JensenHuang wrapped up his Paris visit at the Élysée with President @EmmanuelMacron, discussing NVIDIA’s investments in France’s AI ecosystem, open source, and AI safety. Our road to #NVIDIAGTC Berlin continues. https://t.co/CGYw6B8UFl
英伟达黄仁勋表示，将在一周内宣布20亿美元的欧洲投资，过去一年已投资80亿美元。黄仁勋在巴黎点名四家法国初创公司；英伟达今年前四个月承诺投入超过400亿美元用于AI股权投资。
From satellites to skincare, France is building with NVIDIA. 🇫🇷 Developers, researchers, and businesses across France are using NVIDIA technology and open models to bring AI into the real world. Explore France’s AI ecosystem: https://t.co/sL6GVrYOE0 Meet two of the people https://t.co/A2tlwIUgZ
AVGO和INTC在DBS会议材料中表示，AI领域的突破将使芯片投资需求至少在未来两年保持旺盛；发言还称当前供应不足以满足市场需求。引用内容提到韩国市场的$SKHY和三星下跌，并批评AVGO CEO称AI投资者是赌徒、企业AI尚未带来投资回报。
Physical AI + Humanoids are the next progression of AI. $NVDA CES 2025 projections and Elon's prediction on $TSLA + 1 Billion humanoids in the next decade, seems to be speeding up. New statement from Unitree CEO after testing GPT-6 on their humanoid program was that: - In https://t.co/c9veQKWVJe
Great to see what the Fin team has built with NVIDIA Nemotron 🙌 They fine-tuned Nemotron 3 Super and Nano for their new Fin Apex customer service models. Congrats on the launch! 引用 @fergal_reid：We’re pleased to announce the launch of our 2.0 series of Fin Apex models! We think these are the bes
A new beginning for @Windows PCs deserves a global celebration. Join us at one of our @NVIDIARTXSpark launch events. Try out demos on the new laptops, pick up some swag, and enter for a chance to win an @ASUS ProArt P14 RTX Spark laptop signed by Jensen. Plus, more exclusive https://t.co/fgIuveCaMM
Over the last few months, we’ve made significant progress in reducing the effectiveness of distillation attacks against Claude. In this post, we explain how: https://t.co/uWiRSLBuOS
DTE与Google在Van Buren Township签订1 GW、期限为20年的电力合同。作者称，密歇根州10月1日的相关命令披露了超大规模云服务商的最低电力承诺，并提到为公用事业提供下行保护的基础设施投资安排。
Sure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic. On Memory: - Demand visibility on $MU / Samsung / SK Hynix extend into 2030-2031. Samsung has LTAs covering 70% of their capacity into 2031 (likely with SK Hynix type price 引用 @Wolfex_Yeat：@aleabi