Open-weight models are essential to a healthy AI ecosystem. Together with others across our industry, we are outlining a path for open-weight models to strengthen American competitiveness and expand economic opportunity, while protecting national security. https://t.co/Tr0sAzAxTD
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
https://t.co/AUKzoQ5Ikb
The team shipped a bunch of new AI features/tools this week:
- Making it easier for users to test out agentic trading, with new agentic trading views in Coinbase for Agents
- A new @coinbasedev x402 SDK for agentic commerce builders
- Businesses can accept agentic payments now with @CoinbaseBiz
Our core AI thesis: the agentic economy is going to be huge, it needs new financial rails, and we’re building them.
We are in the midst of the biggest technological revolution in modern history.
Alphabet, $GOOGL, just raised their full-year 2026 CapEx guidance to up to $205 billion.
This annual CapEx budget alone is larger than the market cap of all but 85 companies in the world.
The Magnificent 7 will soon spend over $1 trillion in combined annual CapEx.
This is a once-in-a-lifetime technological revolution.
Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business.
Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which reached 950M monthly active users). Our model APIs are processing 22B tokens/min (up from 16B+ last quarter) driven by our workhorse Flash models. We’re also seeing great adoption of Gemini Enterprise, used by 90% of the Fortune 100, as well as strong demand for our security solutions.
Outstanding results and momentum, and such an exciting moment—thanks to all of our partners and employees around the world! 🙌 About to hop on the call!
we had a significant security incident during evaluation of our models. we are sharing what we have learned so far. thanks to @huggingface for the partnership on this.
https://t.co/2o2VfR6PIa
Similar to the panic over DeepSeek R1, some uneducated people think Kimi K3’s use of linear attention (KDA) is bad for NVIDIA, HBM, DRAM, and networking because it has relatively lower KV-cache requirements. The opposite is true, and we explain why below. 👇️ 1/8🧵
Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.
This is a 17-place jump from Kimi-k2.6 (#18 -> #1).
In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.
The full model weights will be released by July 27.
Congrats to the @Kimi_Moonshot team on this major milestone!
Introducing Kimi K3: Open Frontier Intelligence
🔹 2.8 Trillion Parameters, 1 Million Context, Native Multimodal
🔹 Kimi Delta Attention enables up to 6.3x faster decoding in million-token contexts
🔹 Attention Residuals deliver ~25% higher training efficiency at <2% additional cost
🔹 Built for long-horizon agentic coding and self-evolving workflows
Kimi K3 is now live on on https://t.co/zrk6zZxZUo, Kimi Work, Kimi Code, and the Kimi API.
Open Weights by July 27, 2026.
🔗 API: https://t.co/XCrgjXAqMw
🔗 Tech blog: https://t.co/YTfiMSNM1f
Boston Dynamics is testing a last-mile delivery solution, helping get packages from van to doorstep with less strain and greater efficiency. Learn how and why we're taking on one of the biggest supply chain challenges: https://t.co/PKRoE4RsWI
Introducing NEO’s 25 Degrees of Freedom, tendon-driven hands — nearing or surpassing human-level dexterity, strength, speed, and reliability.
For seventy years, robotics worked around the hand problem. The humanoid bet is the reverse: it lives or dies at the fingertips.
Imagine a fable 5 quality model that’s 3-4x less expensive in less than 6 months. And an Opus 4.8 grade model that can run on a local device in less than 12 months. Greater than 50% chance that these events will happen. Worth keeping in mind when you make predictions about the future.