DNJ Radio 🌁

“you saved me, so let me save you.” 🦋

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🌁🎉250🇺🇸⚽️

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Carbon Neutral Butter🧈 & Enough Foods for everyone 🦝🐈🐈‍⬛

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收到：Anthropic's Mythos ｜Fable 5

[Hoover Institution @HooverInst]

Could the success of America's greatest innovators have happened anywhere else?

Hosted by @CondoleezzaRice, Only in America is a new Hoover Institution documentary series featuring Jensen Huang (@NVIDIA), Indra Nooyi, @MTBarra (@GM), @DrFeiFei, @YoYo_Ma, and @TomSiebel (@C3_AI) on freedom, risk, and the American institutions that made their achievements possible.

Follow the @HooverInst to get notified when each episode premieres.

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紧锣密鼓的Bring Up更多的AI服务器插座🔌

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Berkeley Bowl

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国内这批同事非常敬业👍

[Lisa Su @LisaSu]

This week was also special as we celebrated the 20th anniversary of our Shanghai R&D center and 10 years of partnership with TFME. So proud of our @AMD team and partners for all we’ve built together.

[DNJ Radio 🌁 @DNJRadio]

AMD 今天推出了业界第一个2纳米CPU, 目前由台湾台积电生产, 计划未来会在美国🇺🇸亚利桑那厂量产, 股票本着600冲.✌️

[Wccftech @wccftech]

AMD’s EPYC Venice becomes industry’s first 2nm HPC CPU to achieve volume ramp as it races towards agentic AI leadership.
https://t.co/FjhVfq0ttG

[DNJ Radio 🌁 @DNJRadio]

又一周:
👓 OD建议换眼镜
👷🏻‍♂️迟到只剩下绿帽
🐶Nori被Vet麻翻了
🐟日超的金枪鱼头

[DNJ Radio 🌁 @DNJRadio]

后 Mythos时代, 对于人工智能领域而言, 这一具有“曼哈顿计划”里程碑意义的时刻, 也让AI政策已趋于强硬:
- 以后东大AI实验室将很难成功获取像英伟达所生产的那类高性能芯片
- 对于美国的芯片企业而言, 确实没有什么可与东大政府进行商谈的
- 老黄自然不需要跟着去国事访问了

[Ryan Fedasiuk @RyanFedasiuk]

This is a major scoop by @business confirming Nvidia’s Jensen Huang was not invited and will not participate in President Trump’s visit to China.

The reality is that U.S. AI policy has hardened post-Mythos, and the Trump administration is taking competition with China extremely seriously.

Thanks to @eastland_maggie for the chance to comment:

“Keeping Huang off the official delegation list sends a strong signal to the government in Beijing that Chinese AI labs won’t have much success in obtaining top-performing chips like those made by Nvidia, according to Ryan Fedasiuk, a fellow at @AEI.

‘The Trump administration understands how important computing power is to winning the AI race with China,’ Fedasiuk said. ‘There just isn’t much for American chip companies to talk about with the Chinese government.’”

https://t.co/HKX6zwJMxr

[DNJ Radio 🌁 @DNJRadio]

Super

[Ben Pouladian @benitoz]

NVIDIA today, in one news cycle:

Open-sourced Multipath Reliable Connection (MRC) through the Open Compute Project. Co-developed with Microsoft, OpenAI, AMD, Broadcom, Intel. Proven first on Spectrum-X Ethernet hardware. Already running in production at OpenAI, Microsoft Fairwater, and Oracle Abilene.

Same morning, took $500M in Corning warrants. Right to invest up to $2.7B total. Corning expanding U.S. optical connectivity capacity 10x. U.S. fiber capacity up more than 50%. Three new plants in North Carolina and Texas.

Same day. Not a coincidence.

The so what:

Copper has a physics ceiling. Beyond a certain reach and bandwidth density, you cannot push more bits without burning unacceptable power. Gigascale AI factories with hundreds of thousands of GPUs blew past that ceiling. Optical is no longer a niche scale-up choice. It is the substrate.

MRC is the protocol layer. It assumes the fabric is lossy, multipath, and massive. It load-balances across every available path. It reroutes around failures in microseconds, in hardware. It keeps thousands of GPUs synchronized when a single brief stall can torch a frontier training run.

Corning is the physical layer. Low-loss fiber, optical connectivity, photonics packaging. The bottleneck is no longer the chip. It is the glass between the chips.

NVIDIA is doing what they always do. Define the protocol. Optimize the silicon to it. Open the spec once their hardware is the reference implementation. Then vertically integrate the supply chain so no one can choke them on the inputs.

Memory Wars showed the world that bandwidth, not flops, was the bottleneck inside the rack.

The next chapter is what happens between the racks.

Hardware does not win alone. Software does not scale alone. Increasingly, neither wins without owning the photons.

[DNJ Radio 🌁 @DNJRadio]

太离谱了, 今晚只发了 20–30 分钟指令, Cursor用Claude Opus 4.7 thinking‑xhigh agent, 就自己把一堆复杂任务做完了. 我做为人类监工, 让AI 996. 录了实况视频, 看下什么叫“AI 在帮你写, 而不是陪你写”#Cursor #ClaudeOpus47 #AIcoding #ProductivityOverload

[DNJ Radio 🌁 @DNJRadio]

有时候撞墙才会逼出更好的解法:
Codex: 你今天的额度用完
我: 那我自己跑一个 72B 的 Coding 模型好了
vLLM+Qwen2.5-Coder+Continue+VS Code
SSH tunnel连接.
免费, 私密, 不限量.
美中不足是丝滑度不如Claude Code, 但从工程角度完全够用, 有GPU就有自由, 额度留给真正需要的地方
#localAI #vLLM

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阿彻航空（Archer Aviation Inc.）是一家总部位于加利福尼亚州圣荷西的上市公司，正在开发电动垂直起降飞行器（eVTOL）阿彻航空是Trump政府2025年9月发起的电动垂直起降飞行器整合试点计划（eIPP）的参与者之一，该计划旨在加速商用客运空中出租车服务的部署

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🏊🏻 + Trader Joes 黑蒜

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刚刚湾区震了一下, 抖的幅度挺大, 外面下着雨，接着睡。