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@zephyr_z9
AI & Chips | Not Investment Advice | DYOD
AI
A user estimates 42 GB200 NVL72 racks could suffice at what they call production throughput, using off-peak prices only.
AI
A user calculates the range assuming 97% cached input tokens and GPU rental costs of $3–$6 per hour.
AI
A poster argues public baselines lag Whale's internal stack and suggests a similar gap may exist for frontier labs.
AI
DeepSeek's README offers offline inference for DeepSeek-V4.1-Flash but lists additional systems needed for a complete service.
AI
A post quotes a line about low glass-substrate yields, then says v9 packaging doesn't use glass.
AI
A user highlighted MiraclePlus’s reported role in both companies’ early funding.
AI
A post claims frontier models OpenCode used for defense began refusing help when attack analysis triggered safety guardrails.
AI
A user called the hiring “a very smart move” by Databricks.
AI
DeepSeek says the model is live on its website, app and API, and optimized for DeepSeekHarness and Tencent CodeBuddy.
AI
A post interpreting the ministry update says high-risk open models may face closer scrutiny without ending support for open releases.
AI
A user claims permission would be needed for models above 2T parameters or trained on over 10e26 FLOPS.
AI
One post estimates Zhipu, Moonshot and DeepSeek raised around $35 billion since June 2026 and predicts a months-long compute buildup.
AI
A user says Anthropic's Q3 revenue was almost four times its revenue for all of 2025.
AI
A user calls open source unusually quiet and predicts several models will arrive later that week.
AI
A user makes the prediction in a quote post without specifying who 'they' are or giving a figure.
AI
A user describes Hu as the “Swin Transformer & SimMIM guy.”
AI
Meta says Muse Wonder launched through its Model API and Muse Code, while Full was available to Muse Code subscribers.
AI
Reuters, citing the Financial Times, says Nvidia may buy Reflection AI or invest further after an earlier $800 million stake.
Technology
The Financial Times reports talks are early-stage and could lead to an acqui-hire or further investment.
