X（推特）上的财经、科技与宏观账号
Great analysis by a high IQ person in the industry. 引用 @hsu_steve：AI Boom or Bust? – Manifold #122 Are we in an AI bubble? Analysis of AI CapEx, revenues, OAI+ANT burn rates. AI revenue has to reach $ TRILLIONS per annum within the next few years (an increase of > 10x; compare total global soft
台积电第三季度营收升至创纪录的1.49万亿新台币（467亿美元），超过业绩指引上限458亿美元。此前纪录为今年第二季度的1.27万亿新台币。
Many investors in the current market constantly asking others, practioners, and mgmt teams about 'their experience with AI' and then make up their mind as some derivative mosaic of 'things they hear' from others like my brother in christ, open up Claude Code or Codex and use it!
Shanu Mathew称，@interconnectfyi 的并网队列报告显示，发电类型趋稳之际，各市场出现一些项目理性化迹象，更多投机性项目正在撤回。2026年5月2日至10月2日，净流入约189 GW，其中PJM约139 GW；原文链接：https://x.com/ShanuMathew93/status/2108132620458483999
Shout out my guy @rmcentush on the great piece around why it's not as simple as ordering a bunch of equipment and 'plugging it in' for data centers - grid or BTM. This is helpful for laymen and experts, both! Visuals are great. Lucky to see early version of the piece and Ryan https://t.co/jB8lBonRc
Biohub宣布与美国政府、Google DeepMind、Isomorphic Labs及Meta合作，建设用于AI生物学研究的开放数据集，总规模约18亿美元。Meta、Google DeepMind和Isomorphic Labs共同投入约3亿美元，美国能源部计划未来五年投入超过5亿美元。
美联储9月议息会议纪要显示，委员们普遍认同需要进一步控制通胀，但对加息逻辑的侧重点不同：一部分关注能源供应冲击带来的通胀风险，另一部分认为需求仍然偏强。纪要传递出加息共识较强、10月不急于行动的信息。
Grok @Bot is like hiring an extremely competent employee! 引用 @Michael_Fenech_：I keep hearing the same thing from people trying Grok Bot: “I’ve tried it. But I still don’t really understand what I’m supposed to use it for.” If that’s you, give me 53 seconds. I’ll show you the mental model that ma
Grok Bot未来将按具体任务挑选后端模型，不再锁定自家模型。文本推理可能使用 Claude Opus 5.5，生图可能使用 MidJourney，音频或音乐可能使用 Suno。
Cooling LLM Spend Timely data suggests paid models ARR growth slowing considerably in recent months. How will the needed $3tln/yr in revenue come by 2030 when linear growth (or worse) is happening at 120bln/yr? h/t @Silicon_Data https://t.co/WtFsXAjiSP https://t.co/34IoGdPhrU
While the world frets human extinction from AI, @KevRGordon and I look at AI’s impact on humans’ jobs: https://t.co/Lm87VvW5YM
One thing that absolutely is in the textbooks -- a big investment boom both pulls in imports and changes the savings v investment balance. The current data center/ AI investment boom is in fact unusually import intensive 2/3 https://t.co/lILe9wv7wx
final assembly of all the data center computers has shifted to Mexico and Taiwan as much as it has shifted to Vietnam ... https://t.co/mly2GqkidL
question for econ/finance: 1. what's the strongest case that AI is behind the increase in treasury rates? 2. what's the strongest case that AI is behind the rise in inflation?
I really think everyone over-complicates this. There’s a lot of spending right now, a decent chunk of which is related to AI. (all) Spending puts upward pressure on prices. To counteract upward price pressure, the Fed keeps rates high. Treasuries reflect Fed policy. 引用 @DKThomp：question for
SynthID Detector can quickly identify our watermarks in video, audio and images – even after edits, like adding filters. ✂️ You can also use existing AI identification features found in @GoogleChrome, @Google Search, and the @GeminiApp. https://t.co/VglUeteVIL
SynthID Detector is now available to everyone. 🌐 Check whether online content was generated using @GoogleAI, or with tools from our industry partners – including @OpenAI, @NVIDIA, Kakao and coming soon, @Apple. Try it out → https://t.co/cPW2aNnqr6 https://t.co/TGYA0uZ0dx
Grok @Bot will use whatever achieves the best outcome for users. Simple questions will route to small, fast models. Questions with complex answers will route to large models. 引用 @Scobleizer：Grok goes open. Holy shit.
Whatever it take for @Bot to deliver the best product experience for users 引用 @farzyness：Grok @bot will be insanely powerful if it’s completely model agnostic and the @SpaceXAI simply hyper-focuses on creating the greatest orchestrator AI of all time. That orchestrator AI will know what model is b
SynthID Detector 现已向所有人开放，可用于检查在线内容是否由 Google AI 或行业合作伙伴的工具生成。合作伙伴包括 OpenAI、NVIDIA 和 Kakao，Apple 即将加入；NVIDIA 表示，任何人都可以上传由 NVIDIA Cosmos 生成的内容，检查其是否来自 NVIDIA 模型。
Starlink in India would enable high-speed, affordable Internet connectivity for those who can’t afford current prices or who don’t have a connection at all! 引用 @cb_doge：ELON MUSK: “We’d love to be operating Starlink in India. That would be great.” It’s been nearly four years since Starlink applied
However, most @Bot requests are pretty simple and will be handled by a lightning-fast version of Grok 4.8 when that comes out. Operating principle is to give Grok Bot users the best possible combination of speed & intelligence. 引用 @minchoi：This is wild... Grok Bot will now pick Claude Opus 5.5,
Neovance gets 15,000 patient calls a week and AI handles 18% of them. Patients aren’t waiting in a queue, and pharmacists can focus on patient care. https://t.co/jqK0TciYuV
An AI agent makes a mistake early in a task, then keeps going in the wrong direction. Our researchers built PivotOPD to teach agents how to avoid those mistakes and recover when they happen. During training, a teacher model shows the agent a better action and how to get back on https://t.co/7hMLMdE
财经博主称，CEG 相关交易及购电协议（PPA）涉及 1.1GW 增容和 835MW 重启，合计约 2GW此前尚未实现的无碳电力。引用内容称，Google 和 Constellation 已公布两项协议细节，合同容量合计 3.6GW；其中一项为 890MW 新核电容量的 20 年 PPA，涉及伊利诺伊州、宾夕法尼亚州和新泽西州六处场址的 11 台机组增容，预计首次增容在 2028 年进行。
Grok Bot 将采用灵活的模型部署方式。SpaceX 表示，今后会针对不同任务选用最合适的后端模型，包括 Claude Opus 5.5、MidJourney、Suno 等领先 API，以提供更好的结果。
How should we think about these indices in terms of depth / breadth? If most Hyperscalers are contracted bilaterally, do these moves catch that or is it on thinly traded volumes? Basically trying to parse out how much could be noise due to all the neos behaving irrationally and 引用 @carmenli：Somethi
怀俄明州 Cheyenne 数据中心更新供电安排，Black Hills 将为 Google 数据中心供电，资源组合净规模为 2.7GW（含所需备用裕度）。其中 590MW 来自电网，另有 2.1GW 来自第三方签约资源。
Guess we’ll see how open GPU financing markets remain with how this deal does PIMCO apparently interested 引用 @business：The AI arms race is running on debt. SpaceX is looking to borrow $40 billion for Nvidia chips, while Ray Dalio warns the boom is a “classic bubble” near its breaking point: Evenin
And everyone keeps saying someone else should hold the backstop risk 引用 @johnarnold：There's hope that the data center boom can help jumpstart nuclear, and it has with restarts and uprates of existing plants. The challenge for new builds, both for current and next-gen tech, is that no one can promis
Shanu Mathew转述，谷歌目标是每六个月将有效 token 服务能力翻倍，而非仅提升原始 GW、FLOPs 等指标。引用内容称，谷歌 AI 基础设施首席技术专家 Amin Vahdat 在 Transition-AI 2026 活动中谈到算力容量每六个月翻倍；原帖还提及 Training Data podcast 和“Training → Inference cascade”。
英伟达支持的 Project Southgate 去年 10 月公布计划，拟到 2028 年在澳大利亚部署最高 1.6GW AI 算力；一年后，已部署规模约为 42MW，CDC 开发合作关系结束。原文称，该项目规划利用可再生能源提供主权 AI 算力，并由 CDC 提供数据。
Also, this is extremely notable because Google has arguably taken one of the most flexible and 'all the above' options approach (they literally acquired a BTM developer that blends renewables + simple cycle gas for firming) and he is straight up telling you GRID PREFERENCE + BTM https://t.co/FVD36y0
台湾芯片封装企业Winstek Semi和Sigurd Micro预计，AI相关需求将推动2027年销售强劲。Winstek Semi的2026年资本支出已增至原来的两倍以上；Sigurd高管表示，2026年资本支出可能增加。
作者称，黄仁勋认为MRVL未来达到万亿美元市值的概率较高。引用内容称，MRVL宣布与谷歌于7月29日达成芯片产品开发协议，涵盖AI、存储和网络芯片领域，协议潜在总值为1200亿美元；MRVL还向谷歌发行最多可购买5897万股股票的认股权证，行权价格为每股206.58美元。协议签署后的第一年内，每季度将有136.0867万份认股权证股份归属。
今天Lite创了新高，上周末聊Cohr会有补涨、昨天聊AAOI的ATM增发完成也会有一波行情。光互连板块这一波引领半导体产业链的大逻辑还是八月这篇文推文聊的逻辑，核心是数据中心建设的滞后效应的体现： CapEx公告 → 土建/电力（2025）→ 服务器部署（2026）→ 引用 @qinbafrank：从数据中心建设节奏说说为什么光互联现在进入了业绩爆发期？最早是7月下旬提到光互联业绩兑现空间也很好。8月4号还详细写了一篇看好光互连的逻辑、一周过去多光好像成为了共识。除了之之前聊到的逻辑，再从数据中心建设节奏的角度聊聊： 1、云厂商CapEx节奏与数据中心建设时间线
$GOOG 收购 $CEG，不是在卖飞就是在卖飞的路上，等着 $VST 弥补我的损失！ 能源 = 电 = 数据中心 = TOKEN = 智力 = 营收
电脑及相关零部件进口年化规模约9000亿美元，占GDP略低于3%，较2024年占GDP的比例上升逾2个百分点。其余贸易部分的逆差仍小于2024年，关税实施前的抢进口造成的扭曲仍在消化。
What bothers me about this Krugman piece is that he's still doing the "AI doesn't work" thing from the 2024 era progressive epistemic bubble. Progressives desperately need to update their understanding of what AI does. 引用 @Noahpinion：Paul Krugman says of AI: "This is a technology of, by and for o
Some telecom network problems don’t have a fix in the runbook. AI agents can investigate, compare fixes and test them in simulation. NVIDIA Nemotron helps agents reason through problems, while NVIDIA OpenShell controls what they can access and do. See how: https://t.co/19eWA7PQZ2