Tom

HPC & AI Infra

[Jensen Huang @JensenHuang]

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

[SemiAnalysis @SemiAnalysis_]

BREAKING NEWS: COREWEAVE & DELL IS THE FIRST CLOUD TO ANNOUNCE THAT THEY HAVE RUBIN VR200 NVL72 WITH FULLY PASSING L11 DIAGS. Next Step is to get multiple racks burnin in a couple & do software level bringup like sglang, vllm, dynamo, etc.

[goosewin @Goosewin]

cursor, the rocket company?

[SpaceX @SpaceX]

SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.

The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.

Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.

[hayden @haydendevs]

my home is slowly becoming a datacenter

[MrRatable @MRatable]

I just used 4.7 to create an 80 page primer on the history of budget airlines, incredible.
I didn’t read it but Claude made me a three bullet point summary.
I didn’t read that either but Openclaw put it in a markdown file to broaden my context.
I’m getting smarter every day.

[Investing Addict @InvestingAddict]

Seeing the S&P 500 hit all time highs knowing I am still nowhere near financial freedom.

[Claude @claudeai]

Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude.

Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.

[ClaudeDevs @ClaudeDevs]

We fixed a bug where rate limits on Claude subscriptions weren't properly adjusted for long context requests in Opus 4.7.

We've reset 5-hour and weekly rate limits. Enjoy Opus 4.7!

[Boris Cherny @bcherny]

Opus 4.7 uses more thinking tokens, so we've increased rate limits for all subscribers to make up for it. Enjoy!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 officially closes above 7,000 for the first time in history, now up +11.2% from its low seen 12 trading days ago.

[Tom @xtompx]

@MaxxChewning Dibs

[Mike Alfred @mikealfred]

I’ve stopped drinking alcohol for the last 3 hours.

A few observations 🧵👇

[jack @jack]

https://t.co/iLuqyrsFbT

[Tom @xtompx]

@EVNFT GM!

[marginfi @marginfi]

something big is coming in 5 days…

have you found the application, anon?

[Tom @xtompx]

@monzaNFT @EVNFT 😂 same

[Tom @xtompx]

@stockplaymaker1 Absolutely insane

[Tom @xtompx]

@EVNFT @CathieDWood @theblondebroker @0xisabelle Damn that’s dope bones makin money moves 🔥