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X（推特）上的财经、科技与宏观账号

10月16日周五
  1. X·科技公司76

    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。

  11. X·科技公司17

    When Konstantin called me way back then, I said I had no idea what it would look like or when it…

    When Konstantin called me way back then, I said I had no idea what it would look like or when it would be made, but he still had the faith to put down a deposit ❤️ 引用 @konikaze：@elonmusk My original Roadster still runs 20 years later. Battery still fine! Reserved the new one first in 2013. Thirteen

  12. X·科技公司24

    New voices. Better accents. And less "checking..."

    New voices. Better accents. And less "checking..." GPT-Live-1.1 brings these updates to Voice in ChatGPT, Codex, and dots, with new voices in French, German, Hindi, Mexican Spanish, Korean, and Japanese. Rolling out today to all users. Coming soon to the API. https://t.co/L6K8ZUC1xm

  14. X·科技公司66

    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。

  19. X·科技公司16

    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

  20. X·科技公司6

    Makes sense

    Makes sense 引用 @tylerpalmer：imagine an Amazon competitor that is: 1) agent first - built for personal agents 2) america first - sells only products from usa might actually be a huge market for this.

  23. X·科技公司31

    We're expanding access to GPT-Rosalind for academic research.

    We're expanding access to GPT-Rosalind for academic research. The new Rosalind Academic Plan helps scientific labs bring AI into the work of understanding biology, exploring ideas, and deciding what to test next—with sponsored access for eligible labs at U.S. universities. https://t.co/1O702wdc5f

  24. X·科技公司17

    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

  25. X·科技公司6

    𝕏 is the global town square.

    𝕏 is the global town square. No place better to reach the world fast! 引用 @cb_doge：Rockstar Games posted its GTA 6 promo on YouTube and 𝕏. Just 90 minutes later: 𝕏: 7.5 million views YouTube: 1.6 million views Nearly 4.7 times as many reported views on 𝕏. https://t.co/ZGZhnIdg05

  32. X·财经博主51

    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。

  37. X·财经博主35

    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