NVIDIA

英伟达今天宣布推出光电一体化的网络交换机：NVIDIA Spectrum-X™ 和 NVIDIA Quantum-X。 从光模块路线看，NVIDIA 的硅光 / CPO 交换机代表的是一条很清晰的升级路径： 传统可插拔光模块 → LPO 线性可插拔光模块→ 硅光模块 → CPO 光电共封装。 传统可插拔光模块是现在主流。交换芯片在交换机里面，光模块插在前面板，电信号要从 ASIC 经过 PCB、SerDes、DSP，再进入光模块变成光信号。优点是成熟、标准化、方便更换；缺点是 800G、1.6T 之后功耗、延迟、信号损耗和散热压力越来越大。 LPO 是过渡方案。它仍然是可插拔模块，但尽

We have worked with @nvidia to integrate their official Agent Skills catalog into the Hermes Skills Hub. These skills teach your agent how to use CUDA-X libraries, Omniverse and Physical AI workflows, NeMo training and inference tools, and other platform components.

NVIDIA JUST PUT A GAMING PC, AN AI WORKSTATION, AND A GPU SERVER INTO A LAPTOP IF THIS THING IS REAL, THE INDUSTRY IS ABOUT TO GET WEIRD

My GOAT Kimi-K2.6 is running at home finally Nvidia's NVFP4 + 47% Prune - 41.1% on terminal bench 2.0 - 5 of 89 samples caused repetition degeneracy - 39 tok/s decode - 950 tok/s prefill - 4x 6000 I still need to do some model surgery but we finally have something usable.

Trade, hold and earn real-world assets through FLAP Stocks Vault on @BNBCHAIN - where memes, trading volume, and on-chain economies can continuously compound into IRL financial exposure. Automatic accumulation of real-world assets including: * NVIDIA * Tesla * Apple * Microsoft * Google Keep Gro

I know you are trolling, but lot of ppl will take it serious. I think it might be temporary overvalued, but in 10y we might see Anthropic 10x from here. 2018 we had apple as the first 1T company. 1 T was seen as something huge. Now NVIDIA is at 5T and in 10y the most valuable companies will be

我用卡脖子投研法拆解了黄仁勋背后这张图，只剩3个值得看，你确定不瞄一眼？ 币安美股诞生了，加密货币却正在倒下。 连meme选手们现在都开始聊美股，白天看13F，晚上聊tokenized stocks，睡前再问一句：有没有下一个10倍美股？ 那问题来了。 你们都去爱美股了，剩下的加密货币谁来买？ 黄仁勋显然不关心这个，他现在已经进化到可以一句话拉盘带货了。 我今天认真拆了下他演讲背后那张图——NVIDIA DSX AI Factory Ecosystem——一张标准的AI产业链线索图。 我让agent按上下游把它重新拆了一遍： - 它属于什么赛道 - 它在第几层 - 它和上下游怎

RT @SaiDotFun: Intel is getting sold off and @Nvidia is the reason. $INTC fell 4.6% Monday and dropped another 2% in premarket. @Nvidia's n…

Tesla / Amazon / Apple / Nvidia / Google / Microsoft / Netflix 首字母是： T A A N G M N 拼起来就是 MANGANT = 盲干 https://x.com/heyibinance/status/2061693186985324797

🚨 LATEST: Nvidia CEO Jensen Huang says workers should be paid "as much as possible" amid growing debate over how AI boom profits should be shared, per Bloomberg. https://t.co/H69ovLQVug