淡定，AI智能体刚落地，却那么多人聊AI泡沫，挺好
淡定，AI智能体刚落地，却那么多人聊AI泡沫，挺好 引用 @kaixinhuolong：@TJ_Research 桃老师，这次崩了
#生成式AI及基础设施
X（推特）上的财经、科技与宏观账号
X·宏观AI 评分1616 X·宏观AI 评分1616 另外不得不吐槽一下，老马说28年中国会产很多很多RAM，我就问你，老马的时间点什么时候对过? 另外SPACEX就是一个巨大的新云，27年10GW，算过他要融资多少钱吗？
另外不得不吐槽一下，老马说28年中国会产很多很多RAM，我就问你，老马的时间点什么时候对过? 另外SPACEX就是一个巨大的新云，27年10GW，算过他要融资多少钱吗？
X·宏观AI 评分2222 If the recent 8bln/mo ARR increases for OpenAI+Anthropic continue that'll get them to a combined…
If the recent 8bln/mo ARR increases for OpenAI+Anthropic continue that'll get them to a combined 1tln ARR by the end of 2035.
X·宏观AI 评分2828 In the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot…
In the newsletter, I wrote about what a clarifying week this has been for markets. We got two hot inflation prints, and yet rates across the board have been falling. It's never been more obvious that the entire market is just the AI trade, and virtually nothing else. https://t.co/qVKhWb6JoK
X·宏观AI 评分3131 WRT rates and inflation, I think you just gotta keep it really simple. Don't spend too much time…
WRT rates and inflation, I think you just gotta keep it really simple. Don't spend too much time thinking about deficits, debt, and supply of paper. The story is about spending. Households, corporates and government all spending a lot, and that's what's driving things up. 引用 @TheStalwart：In the new
X·宏观AI 评分2121 老黄： $CRWV 的融资成本实际在下降
老黄： $CRWV 的融资成本实际在下降 下次请我做嘴替吧
X·宏观AI 评分1515 昨天：AI泡沫破裂 今天：一看放量反弹，PPI砸不下去，线一画，可能要新高了😂😂😂
昨天：AI泡沫破裂 今天：一看放量反弹，PPI砸不下去，线一画，可能要新高了😂😂😂
X·宏观AI 评分3131 How do I use a Microsoft LLM? Where are they? I couldn't find an API on Openrouter.
How do I use a Microsoft LLM? Where are they? I couldn't find an API on Openrouter. 引用 @mustafasuleyman：We now have state-of-the-art pre-trained base models in the 3T-parameter weight class, built entirely in-house at MAI. Post-training results coming soon -- stay tuned! Lots of details in our te
X·宏观AI 评分5858 El-Erian转述FT：Meta、英伟达等将入驻的数据中心债券价格跌破面值
El-Erian转述《金融时报》称，为知名数据中心融资发行的债券近几周价格已跌至面值以下，相关中心将由Meta、英伟达、Oracle等公司入驻。原文还称，投资者正在抛售所谓的neocloud债务，并附有链接：https://t.co/08RzREOkUT
X·宏观AI 评分2626 Given the CoreWeave drama. A good time to remember that a datacenter is a bank.
Given the CoreWeave drama. A good time to remember that a datacenter is a bank. 引用 @TheStalwart：A DATACENTER IS A BANK In today’s newsletter, I wrote some things I’ve been thinking about since our chat with @iaindunning, and how maybe one day we’ll have datacenter supervisors like we have bank sup
X·宏观AI 评分1717 Figuring out how to prevent AI models from doing “rogue” things is obviously good. But I also agree…
Figuring out how to prevent AI models from doing “rogue” things is obviously good. But I also agree with Alvaro here. We don’t know how the future will unfold, but extreme concentrated power per se is worrisome and it’s very plausible that creating strong AI will lead to that. 引用 @GroundhogStrat：So
X·宏观AI 评分2828 Great read
Great read 引用 @arpitrage：I spent a couple of days at Anthropic learning from their folks about AI advances, and here's what I took away: • We are close to RSI (ie, models building other models) which may lead to rapid takeoff scenarios (with risks and benefits). Some evidence for this is code per
X·宏观AI 评分2626 I spent a couple of days at Anthropic learning from their folks about AI advances, and here's what…
I spent a couple of days at Anthropic learning from their folks about AI advances, and here's what I took away: • We are close to RSI (ie, models building other models) which may lead to rapid takeoff scenarios (with risks and benefits). Some evidence for this is code per https://t.co/jJdL3Olnvo
X·科技公司AI 评分4040 SynthID入选《时代》2026年最佳发明之一
SynthID入选《时代》2026年最佳发明之一。已有超过1800亿张图片和视频添加了SynthID水印，帮助人们区分AI生成内容与其他媒体。
X·科技公司精选AI 评分7676 NVIDIA祝贺StepFun发布Step 5 Preview开放权重模型
StepFun宣布Step 5 Preview开放权重，采用总参数量600B、每个token激活27B的稀疏MoE架构，支持1M-token上下文窗口和原生文本、视觉输入。
推荐理由：StepFun公布Step 5 Preview开放权重，并列出模型规模、上下文窗口与输入形式，NVIDIA则补充了GB300上的运行速度和NVFP4口径。
X·科技公司AI 评分4141 Nemotron 3.5 Super VL 将文本与视觉理解整合到一个模型
Nemotron 3.5 Super VL 将文本和视觉理解整合到一个模型中，减少在独立文本模型与视觉模型之间传递上下文的需要。აგენტ可能需要阅读文档、解读图表并搜索网页来完成任务。
X·科技公司AI 评分5757 英伟达推出开放模型 Nemotron 3.5 Super VL
英伟达推出开放模型 Nemotron 3.5 Super VL，将推理和工具使用与文本、图像、文档及视频理解结合，用于长时间运行的 AI agents。该模型总参数量为 120B，激活参数量为 12B。
X·科技公司AI 评分4444 Muse Spark Open 今日通过 Baseten、Fireworks AI、Groq、Modal 等 API 平台开放
Muse Spark Open 今日可通过 Baseten、Fireworks AI、Groq、Modal、Nebius、OpenRouter 和 Together AI 的 API 平台使用。
X·科技公司AI 评分4444 Muse Spark Open 优化为在两台 Apple M5 Ultra Mac Studio 上运行
Muse Spark Open 针对两台搭载 Apple M5 Ultra 的 Mac Studio 进行了优化，并支持最新 MLX 框架。它也可运行于 SGLang、vLLM、TensorRT-LLM、Hugging Face Transformers、llama.cpp 和 Unsloth 等推理引擎。
X·科技公司AI 评分4343 英伟达支持的共享AI超级计算机 Sferical One 正式启动
Sferical One 这台由 NVIDIA 提供算力支持的共享 AI 超级计算机举行启动庆祝活动。黄仁勋与 Wallenberg Investments 的 Marcus Wallenberg、Spotify 的 @eldsjal 及 Sferical AI 的 Jenny Nordlöw 共同出席。
X·科技公司AI 评分6868 马斯克称SpaceX与英伟达联合开发的Star Mind计算机计划明年量产
马斯克称，SpaceX与英伟达共同设计的Star Mind计算机性能远好于多数人的预期，并计划明年进入量产。马斯克还表示，与英伟达工程团队合作令人愉快。
X·科技公司AI 评分3939 When the brand synonymous with car safety for almost 100 years teams up with AI, amazing things…
When the brand synonymous with car safety for almost 100 years teams up with AI, amazing things happen. 🚗 We’re expanding our partnership with Volvo Cars to advance safe automated driving: Volvo’s safety expertise will come together with the NVIDIA Hyperion, Halos OS and https://t.co/8pszLgH2tg
X·科技公司AI 评分6666 Meta发布Muse Spark Open，NVIDIA称其由GB300 NVL72训练
Meta发布开放权重模型Muse Spark Open，称其为迄今能力最强的美国开放权重模型，面向编程和智能体任务。模型总参数量为816B、激活参数量为42B，支持1M token上下文窗口；NVIDIA称该模型在NVIDIA GB300 NVL72上训练。Meta还制作了针对Blackwell Ultra优化的NVFP4检查点，原文随后提到“over 50K”，但未提供完整表述。
X·科技公司AI 评分4747 英伟达发布 Nemotron 3.5 Bolt，面向笔记本本地 AI 智能体
英伟达推出 Nemotron 3.5 Bolt，面向 RTX Spark 上运行的本地 AI 智能体。该模型参数量为 74B，可在 24GB 内存中运行。
X·科技公司AI 评分5757 英伟达扩展 Nemotron 开放模型家族，推出 Nemotron 3.5 Super VL
英伟达宣布扩展 Nemotron 开放模型家族，加入 Nemotron 3.5 Super VL。该模型结合视觉理解、推理与工具使用，面向 AI agents；引用内容称其支持文本、图像、文档和视频理解，总参数量为 120B、激活参数量为 12B。开放模型可供用户定制、部署和构建。
X·科技公司AI 评分4242 NVIDIA Nemotron 3.5 Bolt 24GB 可在 24GB 内存中运行
NVIDIA 推出 Nemotron 3.5 Bolt 24GB，称其可在 24GB 内存中运行。该模型包含 74B-A9B 参数，面向 RTX Spark 优化，可与其他应用同时运行。
X·科技公司AI 评分1717 AI has a lot to learn from the Nordics.
AI has a lot to learn from the Nordics. Tonight, Jensen celebrated the builders combining their expertise with NVIDIA technology to tackle challenges in manufacturing, medicine, and beyond. Thanks for an inspiring evening, Stockholm. 📍Next stop: Berlin. https://t.co/ydtjTOILgS
X·科技公司AI 评分1616 Starlink is really that good
Starlink is really that good 引用 @SawyerMerritt：New opinion article about @Starlink from a 7-year Delta Airlines Diamond Medallion status member (their highest loyalty tier): "After flying a United flight in July that included Starlink, it was enough reason for me to switch. It was amazing, like be
X·科技公司AI 评分1414 GPT-Rosalind is built to support that work: helping researchers reason across scientific literature…
GPT-Rosalind is built to support that work: helping researchers reason across scientific literature and biological data, with scientists bringing the expertise and judgment to evaluate the evidence. Eligible labs can receive up to 12 months of sponsored access to OpenAI tools,
X·科技公司AI 评分1717 Working out how best to use AI in mathematics research—and in science more generally—will take…
Working out how best to use AI in mathematics research—and in science more generally—will take time, effort, and resources. We’re eager to support mathematicians as they drive scientific progress and define the future of their field. We’ve committed $5 million of funding, 引用 @SimonsFdn：How can the
X·科技公司AI 评分2222 NemoClaw was just named one of TIME’s Best Inventions of 2026! 🦞
NemoClaw was just named one of TIME’s Best Inventions of 2026! 🦞 So proud of the team and shoutout to everyone building safer AI agents with us. Blurb on @TIME: https://t.co/EY5S9htCn5 https://t.co/G3vo2N3RPP 引用 @TIME：These are creations changing how we live, work, play, and think about what’s p
X·科技公司AI 评分1313 Grok improves significantly every day
Grok @Bot improves significantly every day 引用 @jumperz：i was about to pay for a small Codex subscription just for computer use.. honestly, I didn't expect Grok bot's computer use to be this fast... I've been more and more impressed with it every day lately. for day to day stuff, nothing else I've
X·科技公司AI 评分2121 Never seen anything grow as fast as !
Never seen anything grow as fast as @Grok @Bot! And there is no free tier, which means people are deriving real value in excess of what they pay. As the saying goes, you get what you pay for. 引用 @spectnfa：HOLY SH*T, JENSEN HUANG SAYS GROK BOT USAGE IS SKYROCKETING, AND ELON IS DOING SOMETHING AL
X·科技公司AI 评分6060 NVIDIA称FLUX 3 Image Klein 5.6B在GB200 NVL72上训练并可在RTX GPU运行
NVIDIA表示，FLUX 3 Image Klein 5.6B在NVIDIA GB200 NVL72上训练，并可在RTX GPU上运行。NVIDIA还提到该模型有NVFP4变体；引用的@bfl_ai称其为开放权重模型，拥有56亿参数，可在单张消费级GPU上运行，并支持原生4K、边界框和像素级编辑。
X·财经博主AI 评分5151 Shanu Mathew称燃料电池成本约为5700美元/千瓦，高于燃气基准
Shanu Mathew称，燃料电池（BE）的标示成本约为5700美元/千瓦，较每千瓦2000至3000美元的燃气基准高90%至185%。他表示，35%的税收抵免及额外优惠可降低成本，但基础成本仍高；引用内容称，Google与AEP签订20年电力供应协议，涉及AEP一座耗资40亿美元、装机702MW的燃料电池电厂。
X·财经博主AI 评分4545 Rod Evans：AI数据中心仅60%–70%的电力用于有效AI工作
Nvidia副总裁Rod Evans在Vertiv的EMEA活动上表示，AI数据中心消耗的电力中，只有60%–70%用于有效AI工作。TechRadar称，他还拆解了一座用电负荷为1GW的数据中心的用电分配，但正文未提供后续明细。
X·财经博主AI 评分5454 财经博主质疑Gartner新云服务商预测的量化依据
财经博主转述并质疑Gartner关于新云服务商的预测，询问其量化依据是否可信。引用内容称，Gartner预计到2030年80%的新云服务商将停止独立运营；2026年AI服务商预计将在AI基础设施上支出近1万亿美元，并预测2027至2030年再投入6万亿美元。
X·财经博主AI 评分2525 Interesting tension across the AI trade this week. TSMC and ASML delivered strong numbers, yet the…
Interesting tension across the AI trade this week. TSMC and ASML delivered strong numbers, yet the Anthropic run-rate debate and the CoreWeave selloff have investors questioning the economics underpinning the broader infrastructure buildout. >TSMC reported $46.7B of quarterly
X·财经博主AI 评分3535 AI infrastructure 👀
AI infrastructure 👀 "*Every* open source inference cloud I am aware of is growing faster both sequentially and YoY than either Anthropic or OpenAI. And their combined compute spend is becoming material." 引用 @GavinSBaker：TLDR; we will probably never get another ARR number from Anthropic, which is
X·财经博主AI 评分4646 苹果准备于12月在中国推出首批 Apple Intelligence 功能，iOS 27.3 beta 或于月底发布
苹果准备在12月于中国推出首批 Apple Intelligence 功能，此前相关功能经历多年监管审查。iOS 27.3 beta 预计月底发布，早于12月面向公众发布。