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みっちぃ🍃𓂃◌𓈒𓐍
499 posts
みっちぃ🍃𓂃◌𓈒𓐍
@micchi_sora
みっちぃです！スイーツとダンスと特撮が好きな高校3年生♀ DMは大歓迎ですが気分屋なので返信ペースが遅いです(´・ω・｀)
Katılım Mart 2023
703 Takip Edilen688 Takipçiler
みっちぃ🍃𓂃◌𓈒𓐍 retweetledi
Big moment for physical AI. 🤖
Cosmos 3 gives robots a richer world model to perceive, reason, and act in the real world.
Max Zhaoshuo Li 李赵硕 @ CVPR@mli0603
This is THE moment of Physical AI! We are officially announcing Cosmos 3: Omnimodal World Models for Physical AI 🚀 - Cosmos 3 is an omnimodal world model: within a unified architecture, it can understand and generate language, images, video, audio, and actions. - It is not just a VLM, not just a video generator, not just an audio-visual generative model, and not just a physics simulator / world-action model. It can understand images and videos, generate images, videos, and audio, simulate future worlds, predict actions, and generate robot policies—enabling models to truly begin to “touch the world.” - Cosmos 3 is the #1 open-weight reasoner / T2I / I2V / robot policy across many benchmarks. Huge thanks to every teammate who fought side by side on this journey—from architecture, data, training, infra, serving, and evaluation to post-training. Every part of this project carries an incredible amount of hard work. This was my first time leading a project as Tech Lead, and I feel truly fortunate. The future of Physical AI needs models that can not only “see” and “describe” the world, but also “imagine,” “simulate,” and “act”—and eventually close the loop with the real world. I hope Cosmos 3 can become an important starting point for this direction, and I’m excited to push Physical AI into its next stage together with the open-source community. Welcome to the era of Physical AI. HuggingFace: huggingface.co/collections/nv… Project Website: research.nvidia.com/labs/cosmos-la… Code: github.com/NVIDIA/cosmos
English
みっちぃ🍃𓂃◌𓈒𓐍 retweetledi
🇯🇵日本株 「東証プライム」
上昇 433（27％）
下落 1,079（68％）
日経平均 -1.36％ -931円 反落📉
TOPIX -1.11％ 反落📉
✅ 米主要3指数が下落、日米株の最高値ラリー一服
✅ 米引け後、決算ブロードコム（時間外 -13%）急落が波及
✅ 日銀6月利上げ観測
👉️銀行株高
👉 金利上昇警戒でグロース株に売り
✅ 中東情勢の不透明感も投資家心理を冷やす
✅ SBG -11％超が急落
👉 1銘柄で日経平均を約755円押し下げ
✅ 一方、東エレク・アドテスト・ファストリはプラス寄与
👉 3銘柄で日経平均を約437円押し上げ
✅ 防衛関連は上昇：三菱重工・川崎重工・IHI
日本語
みっちぃ🍃𓂃◌𓈒𓐍 retweetledi
been spending more time looking at projects that solve actual user problems instead of chasing short term attention
@XOOBNetwork is working on making Web3 interactions feel smoother and more connected
@TheARCTERMINAL is exploring how AI can turn overwhelming amounts of information into actionable insights
@RiverdotInc is building the rails that help ecosystems exchange data and value without unnecessary complexity
the projects that win long term are usually the ones users barely have to think about
simple experiences create lasting adoption
English
みっちぃ🍃𓂃◌𓈒𓐍 retweetledi
日本政府と大手企業が
量子コンピューターへの投資を加速
量子通信、金融、防衛、創薬——
次世代産業の中心になる可能性がある
量子通信 × 量子コンピューター
現値：210円
1000株なら約21万円
もし2,980円到達なら
21万円 → 370万円
資金は動き始めている
そして今——まだ誰も注目していない本命がある
日本語
みっちぃ🍃𓂃◌𓈒𓐍 retweetledi
Welcome NVIDIA’s Jensen Huang!😍
It’s amazing to have you at the ASUS COMPUTEX booth 💚
If you also love @nvidia , be sure to check out the newly launched ProArt P14/16 with NVIDIA’s new @NVIDIARTXSpark Superchip!
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みっちぃ🍃𓂃◌𓈒𓐍 retweetledi
🐾🚨 THIS IS GETTING SERIOUS — $SHIRO UPDATE 🚨🐾
$Shiro Life is quietly building something that’s starting to feel much bigger than people realize.
No noise. No hype spam. Just consistent development and a growing ecosystem taking shape behind the scenes.
🌍 Expanding universe + deeper narrative layers
⚔️ Gameplay systems leveling up
🤝 Community-driven direction gaining strength
🔥 Momentum is clearly building
Most will notice it late. A few are already watching closely.
This is the phase where early attention matters.
#Shironeko #Web3 #GameFi #Crypto #PlayToEarn #Blockchain @shiro
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みっちぃ🍃𓂃◌𓈒𓐍 retweetledi
Web3 has solved many technical problems, but community coordination remains one of its biggest challenges.
How do projects identify their most valuable contributors?
How do communities grow without losing quality?
How do contributors get recognized for the value they create?
These are some of the questions that make @XOOBNetwork interesting to follow.
The project is exploring new ways to strengthen the relationship between ecosystems and the people helping them grow.
0xGhost@0xghost_Lab
Every successful ecosystem starts with a simple question: How do you turn users into active community members? That’s one of the reasons I’ve been paying attention to @XOOBNetwork. The project is exploring ways to create stronger connections between communities and the ecosystems they support, encouraging participation rather than passive observation. In a space where attention shifts quickly, building lasting engagement may be one of the most valuable things a project can do.
English
#NVIDIAGTC Taipei at COMPUTEX was off to a great start at the MGX Ecosystem Reception with a surprise visit from our CEO Jensen!
Interested in how an AI factory comes together?
Don't miss your chance to visit the NVIDIA AI Factory MGX Ecosystem showcase at #COMPUTEX2026.
NVIDIA@nvidia
What does it take to build an AI factory ready for the agentic era? 80+ partners joined Jensen Huang at #NVIDIAGTC Taipei to show how NVIDIA MGX is making it possible. With NVIDIA Vera Rubin, 800 VDC, and partners spanning systems, power, and cooling, NVIDIA MGX is turning modular design into deployed AI infrastructure for the agentic AI era. ⚡ #NVIDIAGTC 🔗 nvda.ws/4fWqS1t
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みっちぃ🍃𓂃◌𓈒𓐍 retweetledi
why do most web3 numbers feel fake until you actually dig in?
the @useTria updates:
• just dropped their may recap and it actually made me pause
• everyone keeps talking about mass adoption but teh charts rarely show real daily activity
the actual growth metrics:
• ive started quietly watching a few projects and this ones volume jumped hard
• over 22m volume and tons of tx
• plus actual card spends hitting merchants
final thoughts:
• its not some overnight explosion, just steady real usage stacking up
• makes me wonder if this is how crypto slowly becomes… normal
• what the one metric you really trust when judging if a project is gaining real traction?
English
AI factories generate intelligence in the form of tokens. The question is how many you can produce per watt.
NVIDIA DSX OS brings open, modular software to AI factories at scale—helping operators accelerate deployment, improve efficiency, and strengthen reliability across multi-tenant AI infrastructure.
Read the technical blog to learn more ➡️ nvda.ws/4ubINVe
#NVIDIAGTC
English
We are partnering with @Microsoft to enable secure, user-controlled AI on Windows.
NVIDIA OpenShell runtime for agents will provide governance tools, policy enforcement, and smart local-to-cloud query routing.
Learn more: nvda.ws/4uKWxaB
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It’s crazy to think that soon snarky press will have to refer to @elonmusk as ‘trillionaire’ instead of billionaire.
English
🚨 OFFICIAL ANNOUNCEMENT 🚨
To enhance account security and provide a safer user experience, a new authentication system has been introduced.
Effective immediately, password-based login has been replaced with a secure verification process. Users will now receive a one-time verification code via their registered email address each time they sign in.
🔐 Enhanced Account Security
📧 Email Verification Required
⚡ Faster & Safer Access
🛡 Protection Against Unauthorized Access
This upgrade is part of our ongoing commitment to strengthening security and ensuring that every account remains protected.
Please make sure you have access to your registered email address, as email verification is now required before account access can be granted.
Thank you for your continued support and cooperation.
#SidraChain #KYCPort #SecurityUpdate #Web3 #Blockchain
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NVIDIA DGX Station systems are beginning to arrive at the desks of developers and researchers. 📦
Enterprise teams can deploy data center-level performance locally with GB300-powered systems arriving from partners like @ASUS, @Dell, @GIGABYTEUSA, @HP, MSI and @Supermicro.
👉 Read the blog: nvda.ws/4x3VdBr
English
みっちぃ🍃𓂃◌𓈒𓐍 retweetledi
GM 🌤️
I am truly excited to be working with @quipnetwork
They are building the world's first decentralized quantum computer
Their mission is to combine quantum power with blockchain to create ultra secure wallets and lightning fast solutions for real world problems
It feels like the future is arriving ahead of time
Quantum security and real world utility are everything
If you are interested in Web3 and cutting-edge technology, check out their website: quip.network
What do you think? Is quantum going to be the next big thing?
SHAKIB@shakibmunsi0
GM ☀️ I am truly fascinated by @TheARCTERMINAL Because it’s like having a smart automated AI computer right inside your browser that is completely on-chain, private and truly functional There are no complicated setup hassles here Just open it and you'll get your own reasoning AI that can handle DeFi, analyze different things and execute tasks on your behalf So I think if you are interested in crypto and AI, you should definitely check this out
English
All accessories to the murder must go to prison for a long time
Gareth █████@geek_gareth
Henry Nowak's death is more horrific than you think: >Henry was stabbed ~11:30 pm, Henry was not pronounced dead until 67 minutes later (12:37 am). It gets worse... > During this time. Dagwa & his brother (who arrived shortly after the attack, it was his brother who phoned 999, not to phone an ambulance, he phoned police alleging Henry attacked them. >It's been reported that there was some deliberation/ delay before phoning 999. Alleging Henry drunkenly attacked them (Henry was sober; blood alcohol below the drink-drive limit). Digwa's brother wanted to punish Henry. >Exact quotes from the call (read out in court at Southampton Crown Court): “We’ve just got attacked racially by some white person. He’s physically attacked my brother, we’re Sikhs, we wear a turban and he’s just attacked my brother. We’re restraining him right now because he’s just attacked my brother and took my brother’s turban off. He also said, he’s verbally attacked my brother racially. I’m not having this as a regular occurrence, I live here, I’m not having this a regular occurrence. He ain’t fighting people, he’s racially attacking people, that’s what he’s doing. Nah, he sees some brown people, that’s what it was.” > were restraining Henry until the police arrived (Digwa stole Henry's phone so he couldn't get help). >When the police arrived, Digwa's father was holding Henry against a wall (his father said: "He keeps dropping down, so I am just trying to keep him up". There was also a visible blood trail, but it is unknown when officers first noticed it (different sources described it when the police entered the scene, another was after Henry passed out). >His mother removed the murder weapon from the scene. >Police bodycam footage was played in court (audio only, no video; another source said a transcript was read): Henry says “I am dying”; Digwa replies “You’re not dying bro.” {Approximately 10 minutes later}: Henry says “You stabbed me”; Digwa denies it and accuses Nowak of recording him. Henry's final recorded words: “Please brother, I can’t breathe.” {He passed out a few minutes later} >Before the attack, Henry was recording a video of Digwa on his phone, it is a weird exchange: Henry singing/yawning, then addressing Digwa: “Innit bad man, what bad man. You’re a bad man, say you’re a bad man, go on.” Digwa replied: “I am a bad man.” The footage ended shortly before the stabbing. Some critical details that haven't been released: >The time the 999 call was made. >The full 999 transcript. >The time the police arrived. >The time an ambulance was called (an air ambulance >flew in a doctor). I question the order of the stabbing: >There's a lack of defensive wounds on Henry's arms and hands (Henry was sober). >I believe Henry was stabbed in the groin and the back if the legs while he was trying to scale a fence to get away (you can't easily get to a man's groin area, there's a reason they're nicknamed the 'crown jewels'). Also, stab wounds to that area can be catastrophic; The aorta and arteries to the legs (the largest in the body) flow through there, not to mention the nerve endings. The way they pinned Henry against a wall, where he would be losing blood faster. >Given what I have read so far, I don't understand why there haven't been charges against the brother & father. They were aware that Henry had been stabbed, but they continued to forcefully detain him (the very definition of false imprisonment). I'd argue it was sadistic torture. You can make the excuse of a single Sekh having mental health issues (they will), but that doesn't excuse the actions of Digwa's brother, mother & father. Some of the research & sources: x.com/i/grok/share/e…
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みっちぃ🍃𓂃◌𓈒𓐍 retweetledi
AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopoly. Every data center that gets built needs their chips. Sold-out compute = perpetual backlog. Pricing power is absolute.
$AMD
#2 GPU for AI inference. Overflow demand from $NVDA constraints flows here. MI300X ramp continues.
$AVGO
Custom ASIC chips (TPUs for $GOOG, XPUs for $META). Anthropic just expanded its partnership with Google to secure TPU chips supplied by Broadcom, adding multiple gigawatts of compute capacity starting in 2027. Direct beneficiary.
$MRVL
Custom AI accelerators + data center networking silicon. Wins as hyperscalers diversify away from pure $NVDA dependency.
MEMORY (You Can't Run Compute Without It)
$MU
HBM3E memory is strapped to every H100/B200. Semiconductor lead times hit 40 weeks in March 2026, with memory ICs among the most acutely constrained categories. Micron is structurally undersupplied.
$SNDK
NAND flash for data center storage. Constrained supply + surging demand = pricing power recovery.
NETWORKING (Moving Data Between GPUs)
$CRDO
High-speed SerDes and AEC cables. The connective tissue between GPUs inside clusters. Hyperscaler capex = direct revenue.
$ANET
Ethernet switching for AI clusters. As GPU clusters scale, Arista's switches are the backbone. Recurring upgrade cycle locked in.
$LITE
Optical components for data center interconnects. Fiber optic components are among the most acutely constrained categories being consumed by AI buildout. Accuris
$COHR
Transceiver modules for hyperscale networking. Same optical bottleneck play as LITE.
POWER (The Real Bottleneck)
$VST
Nuclear + natural gas power. U.S. data center electricity demand could drive price hikes of up to 79% in areas like Texas by 2027. Vistra owns generation assets in Texas. Pricing power is structural. CIO Dive
$CEG
Nuclear baseload power. Signed data center deals directly with hyperscalers. Clean, always-on power = premium pricing.
$NEE
NextEra announced plans to build a data center powered by natural gas with carbon capture tech and 1.2 GW of power capacity. Direct AI infrastructure play. Wikipedia
$GEV
Gas turbines + grid infrastructure. Every new data center needs grid upgrades. Massive backlog through 2027+.
$ETN
Power management and electrical infrastructure. Every data center that gets built runs through Eaton's switchgear and UPS systems.
DATA CENTER BUILDERS / OPERATORS
$EQIX
Largest global colocation operator. Data center space scarce through at least 2027 = pricing power for every square foot Equinix owns. KKR
$DLR
REIT with global data center footprint. Occupancy stays pinned near 100% in this supply-constrained environment.
$APLD
Pure-play AI data center builder. Just signed a $5 billion, 15-year lease with a hyperscaler for 200MW of AI/HPC infrastructure. Pipeline is locked. sec
$IREN
High-performance compute infrastructure. Pivoting from Bitcoin mining to AI GPU hosting. Low-cost power + existing infrastructure.
CLOUD HYPERSCALERS (Resell the Compute)
$MSFT
Plans to increase total AI capacity by over 80% and roughly double its data center footprint over the next two years. Azure is the distribution layer for compute. CIO Dive
$GOOG
$175–185B in capex guided for 2026. GCP is capacity-constrained. Every dollar of sold-out GPU time flows through Google Cloud. Futurum Group
$AMZN
$200B in capex projected for 2026. AWS is the dominant cloud. Sold-out compute environments compress margins upward. Futurum Group
$META
Targeting over 10 GW of total capacity by end of 2026 with capex exceeding $100B. Trains its own models in-house. Vertically integrated AI compute.
♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 3 which hasn't exploded yet.
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みっちぃ🍃𓂃◌𓈒𓐍 retweetledi
At #MSBuild, @Microsoft and NVIDIA unveiled an end-to-end stack for developers scaling agentic AI, from Windows devices to cloud to local.
One unified stack. Every layer accelerated.
Highlights include:
💻 RTX Spark: Windows PCs purpose-built for personal agents
💡 NVIDIA open models on Microsoft Foundry, with Anthropic’s Claude models running natively on NVIDIA GB300 Blackwell Ultra systems on Azure
🚀 NVIDIA-accelerated Microsoft Fabric Data Warehouse with up to 6x faster SQL execution
🦞 NVIDIA OpenShell in GitHub Copilot: secure-by-design agent runtime
📣 Fairwater Wisconsin AI factory is live and validated for the NVIDIA Vera Rubin platform
🔗 Read the full blog: nvda.ws/4dL4Ygd
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