Muadib
571 posts


DMIT补货HKG产品线,并升级HKG Pro硬件为EPYC 9005
1、HKG Pro三网香港CN2GIA升级硬件并全系补货:
1024.day/d/3338
商家暗示HKG Pro后期会涨价
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2、HKG T1补货,此款为香港国内无优化线路,年付36.9刀
dmit.io/aff.php?aff=15…
中文

佬们!感谢大家对「全球免费优质住宅 IP 网关」的热情支持![AetherGate Pro] 上一版发布后,GitHub 破了 200⭐,推文也有 6W 浏览。
大家的反馈我都看了,很多兄弟提到连接不稳定、重连转圈的问题,**今天它迎来了一次史诗级升级重构 (v2.0.0-async)!**
这次升级彻底解决了痛点,让系统达到工业级的稳定,体验飞跃:
🛠️ **1. 并发锁死与重连冲突?彻底解决!**
重写了底层调度。加入了防重入锁,看门狗在连接中途会自动避让。多个进程打架、网卡冲突、无限转圈重连已成历史!如果一个节点连不上,系统会**秒级自动切换下一个备用节点**。
📊 **2. 延迟测速误报?现在百分百真实!**
以前用 Ping 公网测速,大部分免费节点屏蔽 Ping,导致误报 999999ms。现在直接通过代理通道请求测试包,测出真实的出口网页延迟(如 170ms),选路精细度暴增!
🖥️ **3. 颜值排版美化,新增双选项卡 (Tabs)**
* 凭证与日志移入“安全页面”,节点表格直接拉伸至 **100% 通栏宽度**,再也不用挤在窄侧边栏了!
* 修复了登录卡片偏心不居中、数据卡片在小屏下被截断遮挡的 Bug。终端日志高度从 280px 增至 480px,排查极度舒适!
📥 **4. 小白一键部署,老用户无损升级!**
* **新用户一键安装**:只需复制运行下方命令,自动装 Git、拉代码、做调优,5秒跑起来!
* **老用户无损升级**:已安装旧版的兄弟,**直接运行下面同一行命令即可无损升级**!后台已做数据保护,你的账号密码、端口、随机 URL 口令及缓存数据会自动保留,不会丢失!
```bash
curl -sSL raw.githubusercontent.com/JFGAtlas/aethe… | bash
```
赶紧升级体验丝滑的全球住宅 IP 漂移吧:
👉 项目地址:github.com/JFGAtlas/aethe…
小白教程和配套的 3X-UI 联动说明也在整理中,求星求关注!🌟👇
狗富贵@JFGAi
佬们,给大家送个福利。 我制作的「全球免费优质住宅 IP」已经开源,免费开放给大家使用,后续还会持续升级优化。 只需要在 VPS 里简单部署 3X-UI,再配置一个出站规则,就能随时切换全球优质节点。 0️⃣成本体验海外住宅 IP,有需要的可以先用起来。 🧑💻小白教程后面升级完善后我会出。 github.com/JFGAtlas/aethe…
中文

现在性价比最高的VPS应该就是LAX.AN4.PRO.TINY了
美西三网回程 cn2gia,年付89刀,溢价100左右。
上论坛蹲一蹲,收一台自用不亏的。
x.com/vansvoler/stat…
海无方@vansvoler
中文

Yeah… I think all your upstream semi supply chain companies are going much higher.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers $GOOGL / $META / MSFT / $AMZN from 2025 to 2030.
Revised up from $4.5T from Q1 earnings.
“Aggregate capex est. $7.6 trillion between 2026 and 2031.”
And it flows upward to these tiny chokepoints like $SIVE for CPO lasers/ $SOI for Silicon Photonics substrates. Leaderdrive/Harmonic for Humanoids components.
And so on…
Ai names don’t move in a straight line up,
but is just the beginning of the next Industrial Revolution as we move from R&D/compute buildout into commercialization from Agents -> Physical AI -> discovery.

English

The AI Stack Pyramid: Where the Real Value Is Being Created
Everyone is talking about AI.
But very few people understand where value is actually accumulating.
This AI Stack Pyramid is one of the clearest ways to visualize the entire AI ecosystem in 2026.
From the bottom to the top:
🔹 Foundation Layer
ASML, Applied Materials, Lam Research, Micron, Samsung, SK Hynix.
Without semiconductor equipment and memory, there is no AI.
🔹 Foundries
TSMC and Samsung manufacture the advanced chips powering the AI revolution.
🔹 AI Accelerators
NVIDIA has become the defining company of this era, while AMD, Broadcom and Intel compete for a share of the world’s growing compute demand.
🔹 Foundation Models
OpenAI, Anthropic, xAI, Google, Meta, Microsoft and Alibaba are racing to build increasingly capable frontier models.
🔹 Cloud Infrastructure
Microsoft, Amazon, Google, Meta and Oracle provide the compute, networking and storage that make large-scale AI possible.
🔹 Data & Software Layer
Palantir, Snowflake, MongoDB, Datadog and CrowdStrike help organizations operationalize AI with data, security and observability.
🔹 Applications
This is where AI finally touches users and creates business value through productivity, automation and decision-making.
Here’s the insight most people miss:
The AI race isn’t a single race.
It’s seven races happening simultaneously.
Some companies are building the chips.
Some are building the models.
Some are building the infrastructure.
Others are building the applications that millions will use every day.
And just like previous technology revolutions, the biggest winners may not always be the companies closest to consumers.
Often, the largest value accrues to the companies supplying the “picks and shovels” that everyone else depends on.
The real question isn’t:
“Who will build the best AI?”
It’s:
“Who owns the critical bottlenecks of the AI economy?”
Because history shows that controlling the bottleneck often matters more than controlling the product.
We’re witnessing the construction of a new technological infrastructure layer for humanity, one that could be as consequential as electricity, the internet, or the smartphone.
And we’re still in the early innings.
If you’re a leader, founder, or professional, now is the time to understand where you fit in this stack.
AI is no longer a future trend.
It’s becoming the operating system of the global economy.
At @10xme_biz, we’re helping professionals and organizations assess their AI readiness, identify opportunities, and build an AI adoption roadmap.
🚀 Take our Free AI Diagnostic and subscribe to the newsletter at 10xme.biz to stay ahead of the biggest technology shift of our generation.

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