ycc @yccnft
AI PhD | LLM 研究员 | All in Nvidia, Bitcoin | Fan of Jensen and Elon | 超人工智能来临 Joined November 2021-
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ycc retweeted
"He calls me New Elon."
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ycc retweeted
Zuck: META will invest around $600B by 2028 to build out data centers and infrastructure to power the next wave of innovation. $NVDA $META
Zuck: META will invest around $600B by 2028 to build out data centers and infrastructure to power the next wave of innovation. $NVDA $META
ycc retweeted
.@Oracle CEO Safra Catz: "AI is going to change everything... The fact that you are our President and you recognized this right away, and you've unleashed American innovation and creativity... is making it possible for America to WIN."
ycc retweeted
Google co-founder Sergey Brin: "It's a real incredible inflection point right now in AI and the fact that your administration is supporting our companies instead of fighting with them — it's hugely important."
ycc retweeted
.@OpenAI CEO Sam Altman: "Thank you for being such a pro-business, pro-innovation President. It's a very refreshing change...The investment that's happening here, the ability to get the power of the industry back... I don't think that would be happening without your leadership."
英伟达只是卖chip的，真正把chip打包成云服务租赁给客户是cloud公司的事情。 英伟达内部的研究团队和商业团队也需要大集群来测试芯片和做AI模型。从coreweave和lambda租赁GPU是顺理成章的事情。
英伟达只是卖chip的，真正把chip打包成云服务租赁给客户是cloud公司的事情。 英伟达内部的研究团队和商业团队也需要大集群来测试芯片和做AI模型。从coreweave和lambda租赁GPU是顺理成章的事情。
ycc retweeted
If the media you consumed told you that Donald Trump was on his death bed because he didn't do a press conference for 3 days, imagine what else they're lying to you about.
ycc retweeted
Nvidia $NVDA is expected to generate $97.5 billion in free cash flow in fiscal 2026, up nearly $37 billion YoY and up 26x since fiscal 2023.
DeepSeek的“病毒式”传播：一场精心策划的叙事攻击？…
DeepSeek的“病毒式”传播：一场精心策划的叙事攻击？…
ycc retweeted
$NVDA earnings week in an image. 😑
nvda at least 2000
ycc retweeted
Having thought about it some more, I think the 50 million H100 equivalent number in 5 years is about right. Eventually, billions.
Having thought about it some more, I think the 50 million H100 equivalent number in 5 years is about right. Eventually, billions.
1billion H100 in 10 years
ycc retweeted
Elon just reassured the 50 million H100 equivalent number in 5 years projection and guessed billions( of H100 equivalent) in future. $NVDA what's the demand limit ?
Elon just reassured the 50 million H100 equivalent number in 5 years projection and guessed billions( of H100 equivalent) in future. $NVDA what's the demand limit ?
ycc retweeted
NVIDIA Introduces Spectrum-XGS Ethernet to Connect Distributed Data Centers Into Giga-Scale AI Super-Factories "With NVIDIA Spectrum-XGS Ethernet, we add scale-across to scale-up and scale-out capabilities to link data centers across cities, nations and continents into vast,…
ycc retweeted
Global data center capex is expected to surpass $657 billion this year, per Omdia, essentially doubling in two years from $330 billion in 2023. $MSFT $AMZN $GOOG $NVDA $META $ORCL
ycc retweeted
BREAKING: META SIGNS A $10 BILLION DEAL WITH GOOGLE TO RENT NVIDIA GPUs > one of the largest known agreements in the history of Google Cloud Jensen simply cant stop winning.
ycc retweeted
OpenAI CFO "The biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE" $NVDA
ycc retweeted
New podcast episode: @dylan522p's hot takes on NVIDIA, OpenAI, Intel, Meta, Apple, and more. (1:11) Reactions to GPT-5 (7:34) The Economics of AI (12:30) Advice for Sam Altman (14:18) NVIDIA’s Growth (21:27) Threats to NVIDIA (26:09) The Silicon Startup Boom (45:28) Data…
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