Julien Cabanas

🇫🇷🇪🇸🇩🇪 #futures #fibonacci

[伏尔 @kano955]

谁他妈做的 https://t.co/Y9wejQl9gz，这站也太上头了。🤯

[Fei Peng @fiigii]

Everyone believes CUDA is NVIDIA's moat, the reason we've maintained our dominance in the AI era. I've never believed that.

NVIDIA has only one true moat: its people. And the most important of them is Jensen Huang.

I've worked on CUDA compilers, libraries, and DSLs for eight years, from Volta to Rubin. I think I've earned the right to share my perspective on what NVIDIA's moat really is. I hope you'll bear with me.

1. What is CUDA?

Many people think CUDA is just a programming language and its compiler, and that NVIDIA's moat comes from the massive amount of software written in CUDA, making it impossible for developers to leave NVIDIA GPUs.

This is completely wrong. It's an incredibly naive understanding of CUDA.

To me, CUDA is everything NVIDIA does.

CUDA isn't just a language, software, or hardware architecture. It's a product defined by a unique customer experience.

When you find GPU programming too difficult, CUDA gives you an easier way. When your GPU code isn't fast enough, NVIDIA engineers respond and help you solve it. When a handful of GPUs can no longer push your technology forward, NVIDIA has already scaled its computing platform from desktops to massive data centers. When you need more data centers than anyone else can supply, NVIDIA has already secured wafer and HBM capacity years in advance to meet your demand.

That experience is CUDA.

It's made possible by the relentless, day-to-day work of everyone at NVIDIA. And the person who brings all these people together, who gives them a shared vision and purpose, is Jensen Huang.

2. What made CUDA possible?

Patience. Perseverance. An unwavering commitment to a vision.

Around 2006, NVIDIA bet that the future would demand far more computing power, and began transforming GPUs from graphics processors into a platform for general-purpose computing. Initially, it was a commercial disaster. The added costs hurt margins, the market wasn't ready, and the strategy faced enormous skepticism and pressure, including questions from the board.

But Jensen persisted.

For roughly a decade, NVIDIA kept investing in CUDA, building its hardware, software, and developer ecosystem long before the commercial payoff became clear.

Eventually, deep learning arrived. And NVIDIA was ready.

Today, this sounds like an inspiring story. But for those who lived through it, it meant a decade of perseverance, doubt, and being misunderstood.

Looking back at the history of technology, how many people could have done the same?

This is what I've always loved most about NVIDIA.

And now, Jensen has been pushed out.

This won't kill NVIDIA. The company can still create tremendous commercial value. But it has killed NVIDIA's soul. And how far can a body go without its soul?

If this is how Jensen Huang is treated today, how will those of us who built CUDA be treated tomorrow?

I love NVIDIA deeply, but I have to say it: NVIDIA is dead.

[BourseAsieFR @BourseAsieFR]

Si TSMC entre dans la mémoire, c’est la preuve ultime que ce n’est plus une industrie cyclique

[Jon De Lorraine @jon_delorraine]

🔴🇭🇹🇸🇻 ALERTE INFO - Les Haïtiens sortent dans la rue POUR SOUTENIR L’ACTION DE NAYIB BUKELE, le président du Salvador.
La population en a marre de la mafia locale.

[Wall St Engine @wallstengine]

An $11.4 million shipment of Nvidia cargo was stolen in a California heist after a truck posing as a food transport company picked it up, per reuters.

[Askêsis @Asksis1]

"Ce que font les casseurs par rapport à ce que font nos énarques, c'est pipo en fait !
Qui doit passer en comparution immédiate ? les mecs qui ont détruit l'industrie française où les gens qui ont cassé quelques magasins ?"

[Tribune Populaire🌐 @TribunePop23]

📂🇫🇷 Emmanuel Todd détruit la classe politique !

« Ce qu’ont fait les casseurs, par rapport à ce qu’ont fait nos énarques, c’est pipeau ! Qui doit passer en comparution immédiate, les mecs qui ont détruit l’industrie française, ou les gens qui ont cassé quelques magasins ? »

[Holger Zschaepitz @Schuldensuehner]

AI bubble fears meet rising GPU rental prices: Nvidia H100s now cost $2.85 per hour to rent, up 53% from the Feb 2025 low and the highest since 2024. Older chips were supposed to get cheaper as new ones arrived. This chart tells a different story.

[Brew Markets @brewmarkets]

Q3 earnings season officially kicks off next week.

[Voices of Liberty @VoLDaily]

“If you pay people not to work and tax them when they do, don’t be surprised if you get unemployment.”

— Milton Friedman

[Le Contemplateur @LeContempIateur]

Macron n’a jamais été un président qui a échoué. C’est un liquidateur qui réussit. Vous devez comprendre ça.

[David Sacks @DavidSacks]

The Bretton Woods of Super Intelligence

[TotalEnergies News & Fact Checking @TotalEnergiesPR]

Bonjour M Mélenchon,
Plutôt que des "on veut faire croire", voici quelques faits bien réels. Ils ont été abordés en commission des finances à l'Assemblée nationale et récemment sur la radio publique française : ⬇️

✅ En 2026, vus les résultats attendus en France, TotalEnergies paiera l’impôt sur les sociétés, conformément à la loi française.

✅ Les activités industrielles de raffinage et de pétrochimie sont structurellement peu rentables dans notre pays : 6 exercices déficitaires ces 10 dernières années (2018, 2019, 2020, 2021, 2024 et 2025). Malgré cela, TotalEnergies a maintenu des capacités de raffinage sur le territoire, malgré les pertes, afin de répondre aux enjeux de sécurité d’approvisionnement.

On en découvre l'importance aujourd'hui.

Enfin, comme vous le savez, les résultats de TotalEnergies sont réalisés partout dans le monde. Ce sont eux qui permettent des mesures comme les plafonnements des prix à la pompe qui, eux, sont mis en place uniquement pour nos clients français. TotalEnergies est la seule entreprise au monde à faire cela.

[Jesse Ezell @jezell]

If Dario wants to slow down the pace of AI, he should just move the company to Europe.

[unusual_whales @unusual_whales]

Warren Buffett said he could end the Federal deficit in five minutes.

His idea? Ban all sitting members of Congress from reelection whenever the deficit tops 3% of GDP.

The federal deficit currently sits at 5.8% of GDP.

[AFUERA ! @LaPravda99]

Le 10 ans français culmine à 4,43%. Un plus haut de 18 ans. S'il se maintient à ces niveaux, ou continue de monter, ce sera la fin de l'État-mammouth voleur. Le marché va l'affamer. Il tentera d'augmenter encore les impôts mais ils ne rentreront pas. Il devra couper ses dépenses!

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang says “AGI has arrived” after GPT-6 Astra was trained on ~100K+ Grace Blackwell NVLink72 GPUs.

What makes that even more interesting is another 400K GPUs are coming online next showing how quickly the compute required to push the frontier is still scaling.

[Jensen Huang @JensenHuang]

@ChaseLochmiller @OpenAI GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years.

AGI has arrived. Congratulations @OpenAI team.

400K GPUs coming online next.

[French Carcan @FrenchCarcan]

🔴 "Il faut allonger [les discours] car si vous endormez quelqu'un, il sera peut-être moins vigilant."

✅ Astrid Roucher, ex-plume d'@EmmanuelMacron et auteur de "La plume et le prince", évoque la novlangue technocratique régnant à l'@Elysee sous Manu la Ruine et la pratique de la logorrhée hypnotique afin de masquer les échecs.

🕵️ @LeFigaroTV - Points de Vue avec @vincentroux88

[OpenAI @OpenAI]

This is GPT-6 Astra.

Anything you can do on a computer, Astra can do for you. Fast.