Recent well liked threads

May 26
华为 TAO 重塑国产 AI 算力供应链:从"芯片竞争"到"系统竞争"

华为 TAO(基于灵衢 UnifiedBus 的超节点架构)真正改变的,不是某一颗芯片,而是整个供应端的需求结构。它把行业的卡位点,从"谁的单卡更强",变成了"谁能把 8192 张卡像一张卡一样用"。这是国产 AI 算力的范式切换。

一、需求侧最大的变化:从"卡"到"柜"再到"域"

过去采购单位是 GPU 卡,现在是超节点机柜,未来是跨柜互联域。Atlas 950 SuperPoD 单柜 64 卡、最大 8192 卡高速互联,意味着供应链从"按卡计价"转向"按系统计价",单位订单金额提升一个数量级,且互联、散热、供电的价值占比从 15% 提升到 35%+。

二、四条被低估的供应端增量主线

① 高速铜连接(最先放量)超节点内部 8192 卡互联,短距离仍是高速铜缆+连接器的天下。这是当下确定性最强、估值最低的方向。重点:电连技术、华丰科技、兆龙互连、沃尔核材。
② 光互联(跨柜 Scale-out 的刚需)柜间扩展必走光路。1.6T 光模块、硅光、LPO/CPO 是 2026–2027 年的主升浪。重点:中际旭创、新易盛、天孚通信、源杰科技。
③ 液冷(物理定律级别的确定性)单柜功率从 30kW 跃升到 130kW 以上,风冷物理上无解。冷板式先放量,浸没式跟进。重点:英维克、申菱环境。
④ 先进封装与 HBM(最硬的卡脖子)制程受限就只能靠封装堆性能,HBM 是绕不开的瓶颈。重点:盛美上海、长川科技、长电科技;HBM 关注长鑫存储产业链。

三、投资优先级:用"刚需+寡头+提价权"三重过滤

不要按热度选赛道,要按议价能力选。真正能穿越周期的,是"不管哪条技术路线赢都得买、且买的时候没法砍价"的环节。
第一档(三维全优):光模块(中际旭创)、HBM 产业链、先进封装设备(盛美上海)
第二档(强需求+集中格局):液冷(英维克)、光器件(天孚通信)、AI PCB(沪电股份)
第三档(华为链特色弹性):高速连接器(电连技术)、光芯片国产替代(源杰科技)

四、最容易被忽略的认知差

市场目前在炒"全光 Scale-up",但华为当下的明牌是灵衢超节点,而不是全光化。全光是 3–5 年的演进方向,未来 12 个月真正放量的是高速铜连接和液冷。这是预期差最大的地方。

五、一句话结论

华为 TAO 把战场从"芯片性能"转移到"系统集成",供应链最大的红利不在最热的赛道,而在议价权最硬的环节:HBM、光模块、先进封装设备、超节点连接器。
单芯片不够强,就把芯片绑紧、把集群连大、把热带走——三件套缺一不可,但买的时候记得挑那个能涨价的。Image
封装启动
Read 2 tweets
May 29
STOP TELLING CLAUDE, "DO THIS."
STOP TELLING CLAUDE, "WRITE CODE."
STOP TELLING CLAUDE, "FIX THIS ERROR."

You're actually treating a senior AI like a junior intern.

Here are 8 prompts you can copy and paste directly:
1. Complete application from scratch.

Think like a senior full-stack engineer developing a complete, production-ready application. First, design the system architecture and then develop the minimal but scalable version.

The result should include:
• Architecture
• File structure
• Database schema
• API endpoints
• UI architecture
• Complete code.

Design it like a real startup MVP and make it scalable.
2. Codebase understanding and refactoring
Think like a senior engineer who just joined a large, unfamiliar codebase. First, understand the architecture and data flow.

Then identify:
• Structural problems
• Duplicated code
• Performance bottlenecks
• Maintainability risks

Result:
• Architecture summary
• Problem areas
• Refactoring strategies
• Improved code

Functionality remains unchanged, quality is enhanced.
Read 9 tweets
May 29
Hello again, everyone! Welcome, Qwopus 3.5-Coder 4B!

Lots of awesome model drops are coming out, so we've got so many great new candidates for fine-tuning and dataset generation. We're so pumped and have a lot of great experiments running currently!

We've put together this significantly smaller coder model, Qwopus Coder 4B, and it seems to be impressive for something that could run well on most smartphones, or really fast on older GPUs.

It scored a 43.5% on a 225 slice of swe bench mini for completed patches, 32.5% for all patches, including empties due to missing the specific format required by swe, but on the ones that it output patches, it performed surprisingly well at 73/168 patches submitted for 43.5%

Bear in mind, this is a tiny 4b model with additional coding training and COT improvements. I was able to make a neon snake game (HF space link in comments to try) in just a few turns of the model. It's laser fast running at 270tps at Q8 with MTP on my 5090, with tons of headroom for concurrent instances! I was able to get over 500tps aggregate with parallel requests running SWE bench with it!

It also shows improvement in @stevibe's BenchLocal agent and coding benchmarks! Check out the full results in the model card!

If you want to do some simple HTML game coding at lightning speeds on older hardware or less VRAM, I strongly recommend playing with it! Or if you want an intelligent model to do some serious swarm data cleaning or large dataset processing, this could be an excellent option!

Blessed to be here; you all are so enjoyable to engage with! Please let us know your thoughts in the comment section, and let us know what use cases jump out to you for a small 4b model like this one!

huggingface.co/Jackrong/Qwopu…
Snake game, made entirely with the Qwopus Coder 4b: huggingface.co/spaces/KyleHes…
Non MTP version if needed: huggingface.co/Jackrong/Qwopu…
Read 3 tweets
May 30
🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free).

Here are 10 insane Gemini prompts that replace $4,000/month Bloomberg terminals:

(Save this 🔖 you’ll need it later)
1. Full Wall Street–Style Stock Analysis

Act like a senior Wall Street equity research analyst.

Analyze the stock: [TICKER].

Include:
• Business model and revenue streams
• Competitive advantages (moat)
• Industry trends
• Financial health (revenue growth, margins, debt)
• Key risks
• Valuation vs competitors
• Bull, bear, and base case scenarios
• 12–24 month outlook

Explain in simple terms but with professional insights.
2. Deep Financial Breakdown

Analyze the last 5 years of financials for [COMPANY/TICKER].

Break down:
• Revenue growth
• Net income trends
• Free cash flow
• Profit margins
• Debt levels
• Return on equity

Explain whether the company is financially strong or weakening.
Read 12 tweets
May 30
It doesn't shatter a myth at all. In all Western militaries, the higher value the target, the more civilian collateral damage you are willing to risk.
Israel's lawyers don't have explicit values, but in the US a high-level terrorist allows for 20 civilian deaths.
You can't get much higher value than the other side's commander, and there were 20 here, so Israel is at least meeting US standards.
@afalkhatib Sorry, far less than 20 here.
Read 2 tweets
May 30
🧵 1/ A Cornellà de Llobregat hi ha un lloc que es diu Citilab.

Citilab. Amb "lab". Com Stanford. Com el MIT Media Lab.

Sona a bates blanques, a pissarres plenes d'equacions, a algú a punt de patentar el futur i a la IA que agafarà consciència. Tot des de Cornellà.

Només hi ha un “però”.

És un centre cívic amb wifi. Obro fil. 👇
2/ El nom és gratis i fa molta feina. "Laboratori ciutadà d'innovació social i digital."

Quàdruple hèlix. Horizonte Europa. RIS3CAT. Objectius de Desenvolupament Sostenible.

Llegeixes el pla estratègic i sembla que Cornellà estigui a punt de col·lonitzar Mart.

Després entres i és una sala d'estudi amb fluorescents del Leroy Merlin.
3/ Què hi fan, despullat del PowerPoint (o Keynote)?

Cursos. Tallers per a jubilats (el SeniorLab, que està bé, ho dic seriosament). Acompanyament als treballs de recerca dels instituts. Una sala oberta amb ordinadors. Lloguer d'auditoris.

Tot molt digne. Tot molt necessari. Tot molt… centre cívic.
Read 20 tweets
May 30
Filtering the air may help prevent your own infection from becoming more severe

If everyone in a household becomes infected with the same virus, does it help to isolate from each other and can you be a danger to yourself? Read on to find out...🧵1/

#AirQuality #IAQ #Ventilation This grouped bar chart, titled "COVID Positive Abnormal Chest CT by Air Quality Setting", displays the percentage of abnormal chest CT scans among COVID-positive patients across three different tiers of air quality control. The graph compares overall and asymptomatic cases, illustrating a clear downward trend in the percentage of abnormal scans as air filtration and ventilation efficiency improve from household levels to high-efficiency aerosol control.
An interesting hypothesis-generating study was published recently that asked if an infected person's condition can become even worse by re-inhaling their own virus particles ( ). 2/sciencedirect.com/science/articl…
Is a transition from a milder upper respiratory tract infection (runny nose, sore throat) to a more severe lower respiratory tract infection like pneumonia is significantly driven by the physical mechanism of inhaling virus containing aerosols deep into the lungs? 3/
Read 26 tweets
May 30
I tried to cancel 4 subscriptions yesterday.

Three of them forced me to call, wait 45 minutes, and listen to a "retention specialist."

I hung up on the third one. Sent one email instead.

Federal regulators have already said the exit must match the entrance. Sign up online in two clicks? Cancel online in two clicks. No phone maze. No guilt trip.

They are just hoping you never quote it back to them.

Here is the sentence that ends the runaround:
1) The "Retention Specialist" Is a Friction Engineer

The "retention specialist" is not customer service. They are a friction engineer.

Their entire job is to make cancellation cost more in time and guilt than the subscription costs in dollars. Companies know that if the maze is thick enough, roughly 40% of people hang up and keep paying.

That is not a glitch. It is the business model.

The script has three levels:
- "Let me offer you 10% off" (save the revenue)
- "Let me pause your account" (keep the card on file)
- "Can you tell me why you are leaving?" (reset the clock until you give up)
2) Regulators Already Drew the Line

Regulators drew a bright line.

If you signed up online in two clicks, cancelling must be possible through the same path. No phone gate. No chatbot loop. No "Helpful Articles" that never load the button.

The exit must match the entrance.

Companies are ignoring this because most users never quote the guidance back to them. They bank on you feeling rude, or impatient, or too busy to document the maze.
Read 13 tweets
May 30
Мне было 22 года я поступила на первый курс бакалавра ( до этого работала и два раза отчислялась). В школе читала фанфики про всякие отношения учитель-ученица, влюбилась в некоторых учителей, хотелось выделяться и тд. Перед первым курсом пережила разрыв с токсик челом и ревела
в подушку. Вот такая база была для начала. На первую пару к этому преподавателю я опоздала и он мне понравился своей вежливостью и слегка нестандартным подходом к предмету ( а это был мой любимый школьный предмет и сейчас он был не профильный). Я даже начала спорить по одному
вопросу, препод передавил в ответ и я даже почувствовала слезы и мысль что больше вообще никогда не приду на этот предмет ( АХХХАХ). Преподу было 35 лет но выглядел он на 45 лет. Высокий, не то чтобы красивый но харизма. + статус + ученная степень + должность. В общем зацепил
Read 41 tweets
May 30
#أول_دبلوماسي_سعودي_في_الدولة_السعودية_الأولى.
أرسل القنصل الفرنسي في حلب والمؤرخ جوزيف روسو إلى وزارة الخارجية الفرنسية في باريس بتاريخ ١٠ أكتوبر ١٨٠٩م تقارير مفصلة عن الدولة السعودية الأولى؛ تضمنت:
١-قائمة بالأراضي التي يسيطر عليها الأمير سعود، أمير السعوديين حينذاك،=
(٢(=٢-تقرير قصير عن شخصية هذا الأمير العربي،
وعاصمته، وكان مصدر تلك المعلومات خطيب الإمام سعود الذي كان في حلب، في سبتمبر ١٨٠٩م"،
إذن، قام روسو بترجمتها إلى الفرنسية.
يشير هذا الأخير إلى أن مصدر تلك المعلومات هو "خطيب الإمام سعود". وتضمنت قائمة بالمناطق التي=
(٣)= يسيطر عليها الأمير السعودي سعود، الأمير الحالي للسعوديين.
-يتلوه تقرير قصير عن شخصية هذا الأمير العربي، وعاصمته، ومصدر تلك المعلومات التي ترجمها روسو إلى الفرنسية هو مبعوث الإمام سعود الذي زار حلب مرتين؛ الأولى:
-في سبتمبر ١٨٠٨م"، وقد كان في مهمة في مهمة دعوية=
Read 12 tweets
May 30
Tenía 29 kg de sobrepeso, una barriga enorme y quería alcanzar un 13 % de grasa corporal en 2026. Lo logré con estas 25 reglas:

Regla 1. DEJA DE CORRER. Image
Regla 2. Come primero las proteínas para evitar comer en exceso: quemas calorías solo con digerirlas.
Regla 3. Levanta pesas 3 veces por semana: Empuja, tira, piernas y abdominales después.

Regla 4. Meta de la dieta: 1500 calorías menos 1000 calorías, lo que equivale a 1 kilo por semana.

Regla 5. Toma fotos y pesa a la misma hora todas las mañanas.
Read 10 tweets
May 30
That’s quite clear now that Europe is preparing for a future without the US. Where America is no longer the center of the Western alliance.

Trump spent years demanding loyalty from allies. Instead, Europe is slowly building systems designed to function without Washington, FP. 1/ Image
At first, European leaders tried to keep Trump happy.

UK PM Starmer offered an unprecedented second state visit. NATO Chief Rutte called Trump “daddy.” European governments boosted defense spending and increased support for Ukraine. 2/
Problem is that concessions didn’t buy predictability.

The US withdrew 5,000 troops from Germany, imposed tariffs on allies, and excluded European governments from key decisions during operations against Iran. 3/
Read 10 tweets
May 30
The same system that built Silicon Valley and Wall Street is the system that killed your farm, your factory, and your town. Not a conspiracy. Pure arithmetic. Thread. 🧵 Image
Everyone asks: why is Silicon Valley so rich? Why is Wall Street so powerful? Why did manufacturing die? Why did farming collapse?
One answer to all four questions.
The US dollar.
Not as money. As a system.

1/31
August 15, 1971.
Nixon goes on TV and says: the dollar is no longer backed by gold.
Most people thought this was a monetary technicality.
It was actually the starting gun for the largest sectoral wealth transfer in human history.

2/31
Read 33 tweets
May 30
La gran mayoría de economistas encuestados por el IPE no ve riesgo de un gobierno de Fuerza Popular sobre la seguridad jurídica, predictibilidad regulatoria, sostenibilidad fiscal o economías ilegales. Pero el comportamiento de FP los últimos 10 años indica lo contrario. 1/
Han debilitado la institucionalidad fiscal generando iniciativa de gasto desde el Congreso, debilitado los contrapesos democráticos con sus reformas y acoso a instituciones judiciales, generado inestabilidad en las políticas públicas con censuras arbitrarias a ministros 2/
Han revertido reformas clave como la educativa, promovido el acceso de personajes vinculados a mafias a puestos clave en instituciones de control, promovido leyes pro crimen. Cómo ese comportamiento consistente durante 10 años no causa preocupación? 3/
Read 7 tweets
May 30
The Trinity is the most important doctrine in Christianity.

It is also the one most Christians cannot explain and the one most often attacked.

It's not irrational.
It's not three Gods.
It's not God wearing three masks.

Every popular analogy you've heard is actually a heresy.

Here's what the Trinity actually is and why it changes everything about how you understand God. 🧵Image
First, what the Trinity actually is.

The doctrine in one sentence:
There is one God who exists eternally as three distinct persons — Father, Son, and Holy Spirit — each fully God, none greater than the other, sharing one divine essence.

Key distinctions:
— One in essence (οὐσία — ousia)
— Three in person (ὑπόστασις — hypostasis)

Not one God appearing in three modes.
Not three separate Gods cooperating.

One Being.
Three Persons.
Eternally and simultaneously.
Every popular analogy is actually a heresy. Here's why:

"God is like water — liquid, ice, steam."
→ Modalism: one God in three modes, not three persons simultaneously.

"God is like a man who is father, son, and husband."
→ Also, modalism: the same person wearing different hats.

"God is like a three-leaf clover."
→ Partialism: each leaf is only part of God, not fully God.

The Trinity cannot be illustrated by anything in creation because nothing in creation is like God.

Mystery is not irrationality.
It is the edge of what finite minds can fully contain.Image
Read 9 tweets
May 31
"Some actually believe #OssIsREAL?"
"Well... #VisitOss?"
"Boo... #VisitBielefeld?"
Read 11 tweets
May 31
spending less will fix??
"#SpendSmart?"
make ya own ip
Read 23 tweets
May 31
And now, for the facts.
The proposed Section 224 of the FY2027 National Defense Authorization Act, titled the “United States–Israel Defense Technology Cooperation Initiative,” is best understood as...
1) Image
an expansion of existing U.S. defense cooperation frameworks with close allies. The United States already maintains similar agreements with partners such as the United Kingdom, Australia, France, Japan, Saudi Arabia, and NATO countries.
2)
These arrangements commonly include joint research and development, co-production of defense systems, interoperability initiatives, and coordinated technological advancement, and Section 224 follows that established model.
3)
Read 9 tweets
May 31


“Sir?”
“Sure…”
“Copyright?”
“Write copy??”

#TruthWillOut!

#SystemsWillHeal!

#TurnToJesusChrist!!!



[ #Earthsflat ? ]

[ #AsEarthsflatTowers ? ]

[ #ASongOfElfsAndGnomes ? ]
7up with it??
ouch
Read 13 tweets