Joe

GPU therapist @ Aethir 💚☁️

[Joe @JoeDataCap]

Jensen doesn't do earnings calls. He runs the quarterly keynote for AI

Agentic AI has arrived and drives massive compute demand

[Joe @JoeDataCap]

Google and large AI labs are racing to own where your prompts and agents live.

Switching AI models is now instant and free. This should remain that way. But switching your AI workspace, where your prompts, history, and agents live, is much harder

The model layer should stay open.

[Google Antigravity @antigravity]

Introducing Antigravity 2.0, a new standalone desktop application that delivers fully on that original glimpse of a truly agent-optimized experience.

Rebuilt from the ground up with multi-agent teams, scheduled tasks, native voice and one-click integration with other Google products.

Learn how to get started with Antigravity 2.0 👇

[Joe @JoeDataCap]

The 1 click deployable agent for Web3 users with Telegram / Whatsapp / Wechat integration 💚

[Aethir @AethirCloud]

Most AI agents don't speak crypto. Aethir Claw does.
Built for Web3 natives, Aethir Claw comes with purpose-built skills for:

🔍 Crypto research
📈 Market monitoring
🐋 Whale wallet watching
🔔 On-chain alerts
📣 Social media monitoring

Pay with ATH, USDT, USDC: The whole experience is crypto-native, from signup to on-chain agent workflows.

While other hosting providers target generic AI users, Aethir Claw captures the most underserved segment first: Crypto users who need agents that understand their world.

[Joe @JoeDataCap]

Huge

[AxeCompute @AxeCompute]

$AGPU just closed a $260M enterprise contract — 2,304 NVIDIA B300 GPUs, dedicated, U.S.-based, deploying Q3 2026.

Enterprise AI buyers are done waiting. They want dedicated infrastructure, their hardware, their location, their terms.

That is exactly what Axe Compute delivers.

$AGPU #AI #neocloud #EnterpriseAI

https://t.co/pMmFxGN3gN

[Joe @JoeDataCap]

Security PSA

My main work Telegram (tg: @joechip5) was compromised as part of a DPRK campaign targeting crypto teams through hijacked accounts + fake video calls (zoom / microsoft teams)

Do not click or respond to anything from that account.

Reach me on Telegram thru my new handle @joeblock or work email

[Joe @JoeDataCap]

Anthropic quietly passed OpenAI in revenue pointing to boring B2B integration compounds faster than viral consumer segment

Win win for compute, the growth of both validates massive inference compute demand

[Joe @JoeDataCap]

Anthropic's 3.5 gigawatt compute deal is a signal, a couple of nuggets

- Anthropic revenue go from $9 B to $30 B in 3 months

- $50 B deal with Google and Broadcom means more forcasted demand

- A signal that compute infra demand is outpacing all projections

https://t.co/rCcoUgtyFQ

[Aethir @AethirCloud]

Introducing Aethir Claw: A managed AI agent hosting platform built on Aethir's decentralized GPU cloud.

- Secure, fully isolated environment.
- Everything you need to deploy an always-on AI agent.
- Crypto-native features coming soon.

Alpha version launched on March 25.

Here's what you need to know 🧵👇

[Joe @JoeDataCap]

@AethirCloud Security first :)

[Joe @JoeDataCap]

Game changer, Tencent Wechat giving a billion people automated digital assistants... and help raise lobsters

Also casually hints at the need for more compute

[WeChat @Weixin_WeChat]

Today, we are officially opening the capability to integrate #OpenClaw into #Weixin.

With the launch of the #WeixinClawBot, users can use Weixin as a dedicated messaging channel for OpenClaw.

Now, you can send and receive messages with OpenClaw just like texting a friend.
#AIAutomation #AI

[Aethir @AethirCloud]

🚀 Aethir is the first decentralized GPU cloud to deploy NVIDIA B300 GPUs at production scale, available now across the US, UK, EU, and Asia.

This means:
- Enterprise AI training
- Global reach
- Competitive pricing
- Backed by real SLAs

@KAUST_News, JobTalk AI & @gaib_ai are already building on Aethir’s decentralized GPU network.

The future of AI infra is decentralized.

[Joe @JoeDataCap]

Come find us! 🦞💚 @NVIDIAGTC

[Aethir @AethirCloud]

Everyone’s talking about the compute shortage. We came to the source

@nvidia Vera Rubin liquid-cooled infra on full display, the power and cooling platform behind next-gen GPU clusters at #GTC26

[Joe @JoeDataCap]

Secruity still key

[NVIDIA Newsroom @nvidianewsroom]

#NVIDIAGTC news: NVIDIA announces NemoClaw for the OpenClaw agent platform.

NVIDIA NemoClaw installs NVIDIA Nemotron models and the NVIDIA OpenShell runtime in a single command, adding privacy and security controls to run secure, always-on AI assistants. https://t.co/v1LtP3c8ZW

[Joe @JoeDataCap]

the real alpha is the b300 cluster. actually crazy

[Mark @MRRydon]

Sharing the latest @AethirCloud ecosystem updates!

Covered A LOT - major developments with Aethir + OpenClaw 🦞, details on our new B300 mega cluster, and several other key updates.

This is the “human-edited”version.

I also had my agent Jarvis edit the same raw footage 🧵 - who did better??

[Mark @MRRydon]

This is why I am increasingly of the opinion that open source frameworks like @openclaw will be the solution. Why build all this context into my Claude Cowork only to get wrecked by an OpenAI model update. Seems way more efficient to just swap api keys and maintain context in an interoperable environment.

[Joe @JoeDataCap]

Everyone burning @AnthropicAI tokens until they get the bill $$$

Then ... open sourced models will be the real winner of OpenClaw / agentic movement

Especially open sourced models hosted on your own compute.

Best quality and value for agent movement. @AethirCloud

[Joe @JoeDataCap]

🦞

[Ejaaz @cryptopunk7213]

Anthropic is fucking annihilating their competition this week

- $20B revenue rate (up from $14B literally *weeks ago* 👍🏽👍🏽👍🏽)

- claude app downloads 4X’d in 10 days (chatgpt unsubs up 300% ☠️)

- #1 on both ios appstore and android playstore

- overtaken openAi for enterprise subs.

absolute. total. dominance.

[Aethir @AethirCloud]

“We have several years of infrastructure buildout ahead of us.”

🗣️ Jensen Huang makes it clear: AI infra demand isn’t slowing down anytime soon. New innovations, new models, new use cases… they all sit on one thing: scalable compute.

Distributed GPU infra becomes essential 🔥

[Joe @JoeDataCap]

US for innovation, CN for scale

Compute is still the bottleneck

[Ejaaz @cryptopunk7213]

chinese AI labs are dominating right now

- LLMs: mini-max 2.5 is claude code but 20X cheaper, GLM-5 (zhipu) is a beast, deepseek 4 coming this month. they’re as good as american models but way fckin cheaper.

- video models: china is undeniably #1 here. seedance 2.0, klingAI 3 are AMAZING - it’s hard to tell the difference between what’s real and what’s not.

- open source: once again chinas #1, 90% of their models are free to download and use locally, it’s also cheaper to use - i know a bunch of US startups that use chinese models to save costs (airbnb too lol)

- robotics: china’s producing 4X more robots per year than the rest of the world COMBINED. most of these robots are operational too i.e. their contributing to gdp. unitree and UBTECH are the ones to watch

- chips: this is their weak link. U.S. is ahead but huawei and alibaba have recently caught up (much quicker than expected) in their recent chip releases. need to keep an eye on this.

- energy: china has a boatload more compute, energy infrastructure and cheap labor to operate it all. the U.S. is far behind - isn’t clear how we catch up. deregulation is a big advantage.