Saurabh jaiswal
7.5K posts

Saurabh jaiswal
@waitin4asi
22 | Engineer | Currently Learning AI & ML | Building in public
India Katılım Ocak 2022
5.1K Takip Edilen391 Takipçiler
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Saurabh jaiswal retweetledi

I think @x add a feature of how many people I follow in premium get private
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Saurabh jaiswal retweetledi
Saurabh jaiswal retweetledi
Saurabh jaiswal retweetledi

Datacenters have always kept reciprocating engines on site as emergency standby, kicking in when the grid drops and running a handful of hours a year. That role is changing, as recips are increasingly being repurposed to prime power, energizing datacenters around the clock. We estimate that recip OEMs (e.g., Caterpillar, INNIO, Cummins) have been contracted to supply ~1 GW of BTM power this year, and 4+ GW in each of 2027 and 2028. Our SemiAnalysis Energy Model tracks these BTM contracts OEM-by-OEM, project-by-project. Yet, that is dwarfed by the opportunity to come. (1/3)🧵

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Saurabh jaiswal retweetledi

🦔A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment.
My Take
Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture.
Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying.
Hedgie🤗

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Saurabh jaiswal retweetledi

The International Math Olympiad (IMO) 2026, the hardest math contest for high schoolers, just ended.
I ran Fable (high), Sol (xhigh), K3 (max) and Axiom against it and all got a perfect score of 42/42 (repo below if you want to check their solutions):
— Claude Fable 5 was the solved it in 1 attempt, and was the fastest.
— GPT 5.6 Sol took 1 more attempts, and was cheapest.
— Kimi K3 did it but took 4 more attempts, and took a LOT of tokens.
— Axiom Math actually proved everything in Lean.
P3 and P6 were the hardest followed by P2, judging by attempts + num tokens.
Students had 9hrs to solve these 6 problems, and Fable and Sol were under 4hrs.
The frontier of AI has officially moved well past IMO math.

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Saurabh jaiswal retweetledi
Saurabh jaiswal retweetledi

Kimi is #1 in Design Arena, a benchmark for frontend website-building capabilities.
Design Arena@DesignArena
BREAKING: Kimi K3 by @Kimi_Moonshot is officially 1st on Frontend Web App Arena by DesignArena With an Elo of 1326, this open-weight model leads the way, ahead of Fable 5, Sonnet 5, and Opus 4.8 by @AnthropicAI Huge congrats to the @Kimi_Moonshot team for this achievement!
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🚨 Scoop from April confirmed
@ETtech

Pranav Mukul@pranavmukul
New: E-pharmacy startup Plazza is in discussions to raise $12-15 million from early-stage backers Accel, Nexus Venture Partners and Elevation Capital The round is likely to value Plazza at $45-50 million, per sources Story on @ETtech
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Join us this Tuesday to learn more on Local AI, from software to hardware 🤗
We'll be joined by @TheAhmadOsman & @MikeBradleyAI covering hardware setups & local inference with live demo, and @alexocheema & @0xSero on picking model for your hardware, model compression and REAPs 🔥
Set your reminders to not miss out! 🔔

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As I predicted Spain beat argentina easily .

Saurabh jaiswal@waitin4asi
I think Spain beat argentina easily in the finals
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Saurabh jaiswal retweetledi

@hosseeb @deanwball Soooo, releasing Linux was dumping?
Apache, MySQL, PHP?
HTTP, TCP/IP, OpenSSL, OpenSSH?
Libjpeg, VLC?
The open source software stack of the mobile communication network?
Signal?
PyTorch?
Llama?
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@shrav_10 If you have jio sim or anyother member in his family claim his 1 year pro (offer still valid ) and connect this gmail
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