Ru7longcrypto

Coming to Macau to watch the UFC fights, Song Yadong @SongYadongLFG, the fifth-ranked boxer in the world, the physical limit of Asians.
Lately, I’ve been feeling like I’m on a journey similar to Tang Sanzang’s westward pilgrimage, encountering some impressive people at every stage.
I used to think that making money was the only measure, but after earning some, you start to be moved by something else—like someone pushing their body to the limit day after day, enduring training and pain that ordinary people can’t imagine, and finally standing on a world stage to compete for the top.
This p

All experiences are like pearls; when one day in the future the thread is found, you will string them all together to become a beautiful necklace! — Steve Jobs

Memory: +435%.
VR200 NVL72 standalone rack memory cost skyrocketed from $370k to $2 million, the largest increase.
Significance for $MU :
• GB300 → VR200 upgrade, each rack’s HBM usage directly increases by 5 times
• B300 uses 288GB HBM3e (12 stacks high), VR200 is even more aggressive
• NVDA's earnings report yesterday Q2 guidance of $91B, Blackwell continues to ramp up, this demand is real and solid
• SK Hynix + Micron are the only suppliers, capacity is limited
LITE/COHR also benefits:
NVLink Switch chip +122%, other networking +121%, optical interconnect demand is also expl

Today I saw a very realistic statement: people above A8 simply don't use agents, and the AI they use the most might be Doubao.
Because those below A8 are essentially their agents.
At first, it’s a bit hard to accept, but upon reflection, it makes a lot of sense.

Addresses are played out in fancy ways 👀
Bundling must be consecutive serial numbers (numbered in sequence) 👇

Is this how you’re supposed to use it? I haven’t found my passport yet 😭

The three terrifying tokens $HYPE $ZEC $VVV

Please open a bottle of champagne for Intel🍾