SemiCollege

A geeky person from GMT+8. Interested in robotics, popmart and semis.

[白线 WhiteLine @0xWLWhiteLine]

马斯克：太空将打破 AI 的能源限制

马斯克认为，未来 AI 面临的关键挑战之一是能源。 随着地球上建设发电厂越来越困难，单靠地面基础设施难以支撑不断增长的用电需求。 因此，他看好太空能源和太空 AI 数据中心的发展， 并表示未来 AI 所需的海量电力最终将来自太阳能，也就是“恒星能源”。

即使未来人类经济规模扩大百万倍，消耗的能源仍只是太阳能量输出中的极小部分。

内容不构成任何投资建议，请严格遵循当地法律法规。

《白线 WhiteLine》由吴说团队出品，从 Crypto 走向更广阔的资本市场，关注 AI 时代下的趋势变化与交易机会。

[Zac @Zac_labs]

GLM-5.2 is killing it. DeepSeek, Kimi and MiniMax lining up behind it.

So why is Alibaba at 87% on Polymarket's "Best Chinese AI Company end of June"?

That market resolves on the Arena leaderboard, where GLM-5.2 is the top Chinese model and Qwen-3.6 Plus sits 10 spots lower. For Alibaba to win, the next Qwen-Max has to show up and basically match Opus 4.8.

So is the market pricing an unannounced Qwen-Max drop, or World Cup ?

What's the scoop?

[吴说区块链 @wublockchain12]

吴说获悉，据 Onchain Lens 监测，比特币矿企 MARA 已从 FalconX 购入 1000 枚 BTC ，总价值约 6670 万美元。https://t.co/eyWSGxlrKR

[SemiCollege @SemiCollege94]

@Zac_labs Many smart people in China supported that during the 20th century.

[SemiCollege @SemiCollege94]

@Zac_labs Tencent Hunyuan is not popular but wechat have a closed source llm that is good.

[SemiCollege @SemiCollege94]

@Zac_labs I did not know Tencent team came from Singapore's Shopee AI team. Hunyuan is not popular though.

[SemiCollege @SemiCollege94]

@Zac_labs China already has robots in restaurant, the future is here.

[SemiCollege @SemiCollege94]

@Zac_labs I like to visit Penang and try the food and visit semiconductor fabs.

[SemiCollege @SemiCollege94]

Nvidia's RTX series redefined PC graphics through real-time ray tracing and AI-powered DLSS.

These GPUs are increasingly vital for AI/ML workloads and creative applications, extending their impact far beyond gaming.

While recognized for significant technological leadership, community sentiment frequently emphasizes price sensitivity and value debates concerning $NVDA.

[SemiCollege @SemiCollege94]

Binance is making a significant play in the US stock market. They're building out a complete infrastructure covering custody, clearing, and on-chain integration, named bStock.

This strategic pivot highlights the growing importance of Real World Assets (RWA) as the primary path forward for crypto. Other segments-from meme coins losing momentum to native digital assets trending downward-have shown their limitations.

Capital is now clearly concentrating in areas that demonstrate genuine product-market fit. $BNB

[SemiCollege @SemiCollege94]

@adelbucetta @Zac_labs yes, i spend alot of money on tencent cloud due to agents.

[SemiCollege @SemiCollege94]

@Zac_labs there are lots or robotics company coming from China that will be well known in 2027,

[SemiCollege @SemiCollege94]

@Zac_Pundi @ChannelNewsAsia Channel News Asia reports many tech development in China. It's good because they are many advanced manufacturing that the west are not exposed to coming from China.

[SemiCollege @SemiCollege94]

@Zac_Pundi back end chips manufacturing is not so hard, that's why it is being exported to Penang for production.

[SemiCollege @SemiCollege94]

@Zac_Pundi Why all positive predictions? What about the negative ones?